2024-07-15T08:56:55-05:00 2023-08-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-09-01 410693875 MINNESOTA ORCHESTRAL ASSOCIATION MINN 6123715600 1111 NICOLLET MALL MINNEAPOLIS MN 55403 IVAN WINSHIP VP OF FINANCE & ADMINISTRATION 6123715600 2024-07-09 1 IVAN WINSHIP 999009999 1 KIMBERLY ANDERSON P00188889 6086628600 2024-07-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHELLE MILLER BURNS 1111 NICOLLET MALL MINNEAPOLIS MN 55403 58361989 0 X WWW.MINNESOTAORCHESTRA.ORG X 1907 MN AN INTERNATIONALLY-RECOGNIZED ORCHESTRA DEDICATED TO ENRICHING AND SERVING MINNESOTA COMMUNITY. 72 72 829 551 643192 0 53132562 35110008 8060704 9127728 697660 18115 8687 757095 61899613 45012946 0 570 0 0 27358616 28680179 0 0 2969893 14190177 16563612 41548793 45244361 20350820 -231415 203262521 201128365 19601332 15020380 183661189 186107985 X THE MINNESOTA ORCHESTRA MISSION IS TO ENRICH, INSPIRE AND SERVE OUR COMMUNITY AS AN ENDURING SYMPHONY ORCHESTRA INTERNATIONALLY RECOGNIZED FOR ITS ARTISTIC EXCELLENCE. 0 0 36009622 570 8211913 THE GRAMMY AWARD-WINNING MINNESOTA ORCHESTRA IS RECOGNIZED FOR OUTSTANDING PERFORMANCES IN MINNESOTA AND AROUND THE WORLD, AS WELL AS FOR CRITICALLY-ACCLAIMED RECORDINGS, LIVESTREAMS, AND RADIO AND TV BROADCASTS, AND A LONGTIME COMMITMENT TO STATE-WIDE MUSIC EDUCATION AND ENGAGEMENT PROGRAMS.THE 2022-23 SEASON MARKED A STEADY REBOUND FROM THE PANDEMIC, WITH THE ORCHESTRA OFFERING 138 CONCERTS AND EVENTS AT ORCHESTRA HALL AND BEYOND. ARTISTICALLY, IT WAS A SEASON OF TRANSITION BETWEEN ONE MUSIC DIRECTOR (OSMO VNSK WHO COMPLETED HIS 19-YEAR TENURE IN FISCAL 2022) AND INCOMING MUSIC DIRECTOR THOMAS SNDERGRD (WHO BEGINS HIS TENURE IN FISCAL 2024.) HIGHLIGHTS OF THE SEASON INCLUDED THE WORLD PREMIERE OF BREA(D)TH, A CHORAL-ORCHESTRAL WORK COMMISSIONED BY THE ORCHESTRA AFTER THE MURDER OF GEROGE FLOYD; THE RELEASE OF MAHLER'S NINTH SYMPHONY ON THE BIS RECORDS LABEL; AND COLLECTION OF PERFORMANCES FEATURING MINNESOTA ORCHESTRA MUSICIANS AS SOLOISTS. THE ORCHESTRA CONTINUED ITS PARTNERSHIP WITH TWIN CITIES PBS AND YOURCLASSICAL MPR TO CREATE THE BROADCAST AND LIVESTREAM SERIES THIS IS MINNESOTA ORCHESTRA. ACROSS THE SEASON THE ORCHESTRA PRODUCED SEVEN LIVE CONCERTS FOR AUDIENCES AROUND THE WORLD AND DEBUTED THEM FREE OF CHARGE ON TV, RADIO AND ONLINE STREAMING; IN TOTAL THE ORCHESTRA'S DIGITAL CONCERTS RECEIVED 235,000 VIEWS DURING THE 2022-23 SEASON. IN RECOGNITION OF THE ARTISTRY AND INNOVATION OF THE SERIES, THE ORCHESTRA WAS AWARDED AN UPPER MIDWEST EMMY IN 2022.THE MINNESOTA ORCHESTRA ANNUALLY CONNECTS WITH MORE THAN 85,000 MUSIC LOVERS THROUGH FAMILY CONCERTS AND EDUCATIONAL PROGRAMS INCLUDING ITS FLAGSHIP YOUNG PEOPLE'S CONCERTS, WHICH WERE FIRST LAUNCHED IN 1911 AND HAVE HELPED TO LIGHT A SPARK FOR CLASSICAL MUSIC WITH GENERATIONS OF STUDENTS. IN THE 2022-23 SEASON, THE ORCHESTRA PERFORMED YOUNG PEOPLE'S CONCERTS FOR MORE THAN 28,000 STUDENTS FROM 237 SCHOOLS AROUND THE STATE. MORE THAN ONE-QUARTER OF THOSE STUDENTS ATTENDED FOR FREE, WHILE OTHERS RECEIVED THEIR TICKET FOR JUST $6.25.IN MAY, THE ORCHESTRA TRAVELED TO AUSTIN, MINNESOTA, FOR ITS COMMON CHORDS RESIDENCY PROGRAM, IN WHICH SMALL ENSEMBLES OF MUSICIANS PERFORMED MORE THAN 18 (MOSTLY FREE) EVENTS AROUND THE COMMUNITYATTENDED BY SOME 5,000 AUSTIN RESIDENTS. THE CELEBRATORY WEEK WAS CAPPED OFF BY AN ORCHESTRA PERFORMANCE AT AUSTIN HIGH SCHOOL.IN JULY THE ORCHESTRA PRESENTED SUMMER AT ORCHESTRA HALL, A MONTH-LONG FESTIVAL FEATURING PERFORMANCES INDOORS AND OUT. CURATED BY PIANIST AND CREATIVE PARTNER JON KIMURA PARKER, THE PROGRAMMING EXPLORED MUSIC IN MOTION AND ONCE AGAIN FEATURED THE INTERNATIONAL DAY OF MUSIC, A FREE CELEBRATION OF MUSIC FOR ALL AGES, SHOWCASING MORE THAN 25 ACTS ACROSS FOUR STAGES AND PROGRAMMED IN COORDINATION WITH THE CEDAR CULTURAL CENTER. WHETHER PERFORMING AT ORCHESTRA HALL, IN GREATER MINNESOTA OR ON AN INTERNATIONAL STAGE, THE MINNESOTA ORCHESTRA REMAINS COMMITTED TO BRINGING PEOPLE TOGETHER THROUGH MUSIC. 36009622 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 260 0 1 829 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 72 72 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN WI X IVAN WINSHIP 6123715600 1111 NICOLLET MALL MINNNEAPOLIS MN 55044 NANCY E LINDAHL CHAIR 1.00 X X 0 0 0 JOSEPH T GREEN IMMEDIATE PAST CHAIR (THROUGH JAN 23) 1.00 X X 0 0 0 LAURIE HODDER GREENO VICE CHAIR 1.00 X X 0 0 0 MICHAEL KLINGENSMITH VICE CHAIR 1.00 X X 0 0 0 JEROME D HAMILTON JR VICE CHAIR 1.00 X X 0 0 0 WILLIAM P MILLER VICE CHAIR 1.00 X X 0 0 0 MARTIN R LUECK VICE CHAIR (THROUGH JAN 23) 1.00 X X 0 0 0 DR KAREN HSIAO ASHE SECRETARY 1.00 X X 0 0 0 EVAN GARRUTHERS TREASURER 1.00 X X 0 0 0 KITA MCVAY OFFICER AT LARGE 1.00 X X 0 0 0 TIM GEOFFRION DIRECTOR 1.00 X 0 0 0 ABIGAIL ROSE DIRECTOR 1.00 X 0 0 0 KAREN GRANDSTRAND DIRECTOR 1.00 X 0 0 0 KAREN HIMLE DIRECTOR 1.00 X 0 0 0 KATE T KELLY DIRECTOR 1.00 X 0 0 0 KATHY JUNEK DIRECTOR 1.00 X 0 0 0 LAYSHA WARD DIRECTOR 1.00 X 0 0 0 LENI MOORE DIRECTOR 1.00 X 0 0 0 LISA PARADIS DIRECTOR 1.00 X 0 0 0 LLOYD KEPPLE DIRECTOR 1.00 X 0 0 0 MARK D COPMAN DIRECTOR 1.00 X 0 0 0 MARY SUMNERS DIRECTOR 1.00 X 0 0 0 MAURICE HOLLOMAN DIRECTOR 1.00 X 0 0 0 MICHAEL A LINDSAY DIRECTOR 1.00 X 0 0 0 MICHAEL M ROOS DIRECTOR 1.00 X 0 0 0 MIKE ELLIOTT DIRECTOR 1.00 X 0 0 0 JULIE HAIGHT-CURRAN DIRECTOR 1.00 X 0 0 0 MILUSKA NOVOTA DIRECTOR 1.00 X 0 0 0 NAN NELSON DIRECTOR 1.00 X 0 0 0 PATRICK G MAHONEY DIRECTOR 1.00 X 0 0 0 PAULA DECOSSE DIRECTOR 1.00 X 0 0 0 PHILIP ISAACSON DIRECTOR 1.00 X 0 0 0 ROCHELLE F BLEASE DIRECTOR 1.00 X 0 0 0 ROMA CALATAYUD-STOCKS DIRECTOR 1.00 X 0 0 0 SARAH BREW DIRECTOR 1.00 X 0 0 0 SHAMAYNE BRAMAN DIRECTOR 1.00 X 0 0 0 THOMAS HERR DIRECTOR 1.00 X 0 0 0 THOMAS NEWTON DIRECTOR 1.00 X 0 0 0 TIMOTHY WELSH DIRECTOR 1.00 X 0 0 0 MICHAEL S JONES DIRECTOR 1.00 X 0 0 0 JONATHAN EISENBERG DIRECTOR 1.00 X 0 0 0 WILLIAM S HENAK DIRECTOR 1.00 X 0 0 0 JOHN W DAYTON DIRECTOR 1.00 X 0 0 0 JOHN WILGERS DIRECTOR 1.00 X 0 0 0 DR ERIK VAN KUIJK DIRECTOR 1.00 X 0 0 0 DOUGLAS M BAKER JR DIRECTOR 1.00 X 0 0 0 DIANE HOFSTEDE DIRECTOR 1.00 X 0 0 0 DARREN ACHESON DIRECTOR 1.00 X 0 0 0 CINDY OLMANSON DIRECTOR 1.00 X 0 0 0 DR MARY G LAWRENCE DIRECTOR 1.00 X 0 0 0 CATHERINE R WEBSTER DIRECTOR 1.00 X 0 0 0 BETSY FROST DIRECTOR 1.00 X 0 0 0 BARBARA GOLD DIRECTOR 1.00 X 0 0 0 ANNE BETTS DIRECTOR 1.00 X 0 0 0 ANGELA S PENNINGTON DIRECTOR 1.00 X 0 0 0 ALLEN U LENZMEIER DIRECTOR 1.00 X 0 0 0 AKS ZAHEER DIRECTOR 1.00 X 0 0 0 BRIAN TILZER DIRECTOR 1.00 X 0 0 0 DR YVONNE CHEEK DIRECTOR 1.00 X 0 0 0 DR JAKOB TOLAR DIRECTOR 1.00 X 0 0 0 JOHN F FARRELL JR DIRECTOR 1.00 X 0 0 0 EMILY BACKSTROM DIRECTOR 1.00 X 0 0 0 ERIC LEVINSON DIRECTOR 1.00 X 0 0 0 JAMES WATKINS DIRECTOR 1.00 X 0 0 0 E TIM CARL DIRECTOR 1.00 X 0 0 0 TERESA MOGENSEN DIRECTOR (THROUGH APRIL 23) 1.00 X 0 0 0 JAY V IHLENFELD DIRECTOR (THROUGH JAN 23) 1.00 X 0 0 0 BARBARA BURWELL DIRECTOR (THROUGH JAN 23) 1.00 X 0 0 0 KATHY CUNNINGHAM LIFE DIRECTOR 1.00 X 0 0 0 ANNE W MILLER LIFE DIRECTOR 1.00 X 0 0 0 RONALD E LUND LIFE DIRECTOR 1.00 X 0 0 0 BETTY MYERS LIFE DIRECTOR 1.00 X 0 0 0 PAUL D GRANGAARD LIFE DIRECTOR 1.00 X 0 0 0 GORDON M SPRENGER LIFE DIRECTOR 1.00 X 0 0 0 LUELLA G GOLDBERG LIFE DIRECTOR 1.00 X 0 0 0 MARGARET A BRACKEN LIFE DIRECTOR 1.00 X 0 0 0 MARILYN CARLSON NELSON LIFE DIRECTOR 1.00 X 0 0 0 WARREN E MACK LIFE DIRECTOR 1.00 X 0 0 0 MICHELLE MILLER BURNS PRESIDENT & CEO 40.00 X 523761 0 32385 IVAN WINSHIP VP OF FINANCE & ADMINISTRA 40.00 X 237705 0 38408 CAROLYN EGEBERG VP OF ADVANCEMENT 40.00 X 236027 0 36594 OSMO VANSKA MUSIC DIRECTOR 40.00 X 564968 0 13949 ERIN KEEFE MUSICIAN 40.00 X 295455 0 17634 ROBERT WRIGHT MUSICIAN 40.00 X 194704 0 37071 FEI XIE MUSICIAN 40.00 X 191903 0 38279 ANTHONY ROSS MUSICIAN 40.00 X 183928 0 33671 2428451 0 247991 99 0 1 0 ARTIST 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FUND WAS CREATED BY DONORS WHO WANTED TO FUND ANNUAL ORCHESTRA ACTIVITIES INTO PERPETUITY. IF SO DESIGNATED BY THE DONOR, THESE GIFTS ARE CONSIDERED PERMANENT ENDOWMENTS, BUT INVESTMENT EARNINGS AND GROWTH ARE AVAILABLE TO SUPPORT ANNUAL ACTIVITIES. THE BOARD OF DIRECTORS HAS ADOPTED THE STANDARDS OF UPMIFA IN DETERMINING THE AMOUNT TAKEN FROM ENDOWMENTS EACH YEAR FOR ACTIVITIES. THE FINANCE COMMITTEE OF THE BOARD REVIEWS THE ANNUAL DRAW AMOUNT AS A PART OF THE BUDGET AND PLANNING PROCESS, AND THEN PRESENTS ITS FINDINGS TO THE BOARD OF DIRECTORS FOR APPROVAL. PART X, LINE 2: THE ASSOCIATION IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), AS AMENDED, AND SIMILAR STATUTES OF MINNESOTA LAW AND, ACCORDINGLY, IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE ASSOCIATION HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) OF THE IRC AND QUALIFIES FOR THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION FOR DONORS. THE ASSOCIATION HAS ADOPTED GUIDANCE IN THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD. NO ADJUSTMENTS TO THE FINANCIAL STATEMENTS WERE REQUIRED AS A RESULT OF THE IMPLEMENTATION THIS STANDARD. THE ASSOCIATION HAS NO CURRENT OBLIGATION FOR UNRELATED BUSINESS INCOME TAX. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 994,488. FUNDRAISING EXPENSES 309,608. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ACTUARIAL VALUATION OF PENSION PLANS 713,034. FUNDRAISER EXPENSE 309,608. X X X X X X X 1 BENNETT DIRECT PO BOX 0015 MILWAUKEE WI 53201 TELEPHONE CAMPAIGN 0 276862 138945 137917 276862 138945 137917 MN WI SYMPHONY BALL 1315373 623488 691885 950 41817 211731 6824 91053 1315373 623488 691885 950 41817 211731 6824 91053 352375 339510 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 OSMO VANSKA MUSIC DIRECTOR 564968 0 0 0 0 0 0 0 13949 0 578917 0 0 0 MICHELLE MILLER BURNS PRESIDENT & CEO 523761 0 0 0 0 0 12200 0 20185 0 556146 0 0 0 ERIN KEEFE MUSICIAN 278207 0 17248 0 0 0 9725 0 7909 0 313089 0 0 0 IVAN WINSHIP VP OF FINANCE & ADMINISTRA 235617 0 2088 0 0 0 9699 0 28709 0 276113 0 0 0 CAROLYN EGEBERG VP OF ADVANCEMENT 236027 0 0 0 0 0 9637 0 26957 0 272621 0 0 0 ROBERT WRIGHT MUSICIAN 194167 0 537 0 0 0 9725 0 27346 0 231775 0 0 0 FEI XIE MUSICIAN 191377 0 526 0 0 0 9725 0 28554 0 230182 0 0 0 ANTHONY ROSS MUSICIAN 182499 0 1429 0 0 0 9740 0 23931 0 217599 0 0 0 PART I, LINE 1A HEALTH CLUB MEMBERSHIP - MINNEAPOLIS CLUB - MICHELLE MILLER BURNS - $4,643 - NOT INCLUDED IN TAXABLE COMPENSATION AND UTILIZED FOR BUSINESS PURPOSES AND MEETINGS. X 1200 FMV X 39 4853884 FMV X 3 3310 FMV X EXPERIENCES 14 14380 FMV X TICKETS 14 12820 FMV X BASKETS/ALCOHOL 15 6975 FMV X MUSIC LESSONS 6 3132 FMV 1 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE CHAIR-ELECT, THE IMMEDIATE PAST CHAIR, THE PRESIDENT, THE SECRETARY, THE TREASURER, ANY SUCH OTHER OFFICERS AS THE BOARD MAY DESIGNATE, BOARD MEMBER COMMITTEE CHAIRS, AND, IN ADDITION TO SUCH PERSONS, UP TO THREE (3) AT LARGE MEMBERS SELECTED FROM THE REGULAR AND LIFE DIRECTORS. THE EXECUTIVE COMMITTEE, SUBJECT AT ALL TIMES TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS, SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD. ONE-THIRD OF THE MEMBERS OF THIS COMMITTEE SHALL CONSTITUTE A QUORUM, AND THEY SHALL MEET AT SUCH TIMES AS THE CHAIR MAY APPOINT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. MANAGEMENT AND THE AUDIT COMMITTEE REVIEWED IT IN DETAIL PRIOR TO FILING WITH THE IRS. THE AUDIT COMMITTEE CONSISTS ENTIRELY OF BOARD MEMBERS AND APPROVED THE FORM 990 ON BEHALF OF THE ENTIRE BOARD. THE FORM 990 IS PROVIDED ELECTRONICALLY TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS ASKS EACH BOARD MEMBER TO REVIEW THE ASSOCIATION'S CONFLICT OF INTEREST POLICY AND SIGN A DISCLOSURE FORM LISTING ANY POSSIBLE CONFLICTS OF INTEREST. THE SIGNED FORMS ARE REVIEWED AND DISCUSSED BY THE GOVERNANCE COMMITTEE, WHICH DECIDES WHETHER A CONFLICT OF INTEREST EXISTS. IN THE EVENT OF A CONFLICT, THE DIRECTOR NOTIFIES THE BOARD CHAIR OF THE CONFLICT AND DISCLOSES ALL RELATED MATERIAL INFORMATION. THAT DIRECTOR MAY NOT PARTICIPATE IN THE BOARD'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL INFORMATION AND RESPOND TO QUESTIONS. THAT DIRECTOR MAY NOT PARTICIPATE IN THE VOTE CONCERNING WHETHER TO ACCEPT THE CONTRACT OR TRANSACTION RELATING TO THE CONFLICT. ALL BOARD MEETING PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE COMPENSATION OF THE CEO AND MUSIC DIRECTOR IS REVIEWED AND DETERMINED BY THE COMPENSATION/HUMAN RESOURCES COMMITTEE. IN RELATION TO COMPENSATION, THE COMMITTEE KEEPS A PERMANENT RECORD OF PROCEEDINGS, INCLUDING A REPORT AND RECOMMENDATIONS, AS WELL AS ANY MAJOR DECISIONS. WHEN THERE IS A NEW CONTRACT, THE COMPENSATION/HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION, THEN RECOMMENDS IT FOR APPROVAL TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD OF DIRECTORS. THE REVIEW PROCESS WAS LAST UNDERTAKEN IN 2023. ON AN ANNUAL BASIS, THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES, OTHER THAN THE CEO AND MUSIC DIRECTOR, IS REVIEWED AND DETERMINED BY THE CEO AND DIRECTOR OF HUMAN RESOURCES. LOCAL MARKET DATA AND INDUSTRY DATA ARE UTILIZED IN THE DETERMINATION. COMPENSATION IS DOCUMENTED IN PERSONNEL FILES. ANNUALLY, THE BOARD OF DIRECTORS APPROVES THE ANNUAL BUDGET WHICH INCLUDES ANY COMPENSATION CHANGES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE SHARED UPON REQUEST WITH ANY ENTITY, INCLUDING INDIVIDUALS, FOUNDATIONS AND CORPORATIONS. THE FINANCIAL STATEMENTS ARE ALSO RELEASED TO THE PUBLIC IN A SUMMARIZED VERSION THROUGH AN ANNUAL REPORT AND THROUGH THE FORM 990, WHICH IS AVAILABLE ON THE INTERNET. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION & TRUST 994,488. CHANGE IN ACTUARIAL VALUATION OF PENSION PLANS -713,034. 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