THE MUSICAL ARTS ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE MUSICAL ARTS ASSOCIATION (EIN 34-0714468)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-02
- IRS object ID
- 202501229349301620
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T12:43:20-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wacker Dr Suite 3300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714468 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Musical Arts Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUSI | BusinessNameControlTxt |
| Phone | 2162317300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11001 Euclid Avenue | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James E Menger | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 2162317300 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2025-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Cleveland Orchestra | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Andre Gremillet | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11001 Euclid Avenue | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $211,338,642 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.clevelandorchestra.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | The Cleveland Orchestra inspires and enriches lives by creating extraordinary musical experiences at the highest level of artistic excellence. | ActivityOrMissionDesc |
| Voting Members Governing Body | 66 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 66 | VotingMembersIndependentCnt |
| Total Employee | 630 | TotalEmployeeCnt |
| Total Volunteers | 926 | TotalVolunteersCnt |
| Total Gross UBI | -$10,311 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $50,110,758 | PYContributionsGrantsAmt |
| CY Contributions Grants | $46,861,730 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,381,712 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,328,179 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,507,604 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,239,330 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$180,449 | PYOtherRevenueAmt |
| CY Other Revenue | -$16,624 | CYOtherRevenueAmt |
| PY Total Revenue | $76,819,625 | PYTotalRevenueAmt |
| CY Total Revenue | $79,412,615 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,588,715 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,684,778 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $141,435 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $154,850 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,238,840 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,835,706 | PYOtherExpensesAmt |
| CY Other Expenses | $27,928,016 | CYOtherExpensesAmt |
| PY Total Expenses | $66,565,856 | PYTotalExpensesAmt |
| CY Total Expenses | $71,767,644 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,253,769 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,644,971 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $362,318,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $390,655,885 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $70,634,495 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,346,157 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $291,683,678 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $324,309,728 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Cleveland Orchestra inspires and enriches lives by creating extraordinary musical experiences at the highest level of artistic excellence. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $32,510,584 | ExpenseAmt |
| Revenue | $8,848,448 | RevenueAmt |
| Desc | Severance Music Center, Northeast Ohio, and Digital InitiativesRegarded by many music-lovers as one of the world's most beautiful concert halls, Severance opened in 1931 as the home of The Cleveland Orchestra. Today, the main concert hall is known as the Jack, Joseph and Morton Mandel Concert Hall, in recognition of a historic $50 million grant from the Cleveland-based Jack, Joseph and Morton Mandel Foundation. Severance Music Center serves as the home of The Cleveland Orchestra for concerts, rehearsals, and administration. The building is also rented by a variety of local organizations and private citizens for performances, meetings, and gala events.Located in the University Circle district on the campus of Case Western Reserve University near the Cleveland Museum of Art, Severance Music Center has served as an integral arts and community hub for generations. Though its acclaimed concerts and recordings delight audiences worldwide, The Cleveland Orchestra is a proud ambassador of Northeast Ohio.The Cleveland Orchestra has a long and storied recording history and an expansive catalog of albums released across the past century. Having launched its own recording label in 2020 with The Cleveland Orchestra: A New Century, a collection of six musical works, the Orchestra has since released several ambitious recording projects. Fiscal year 2023-24 marked the centennial anniversary of The Cleveland Orchestra's first-ever recording in 1924. The Orchestra launched a new partnership with Apple Music Classical and released four new recordings conducted by Music Director Franz Welser-Most: Schubert's Mass No. 6, Tchaikovsky's Symphony No. 4, Prokofiev's Symphony No. 6, and Bartok's Suite from The Miraculous Mandarin and String Quartet No. 3, arranged for string orchestra by Assistant Principal Viola Stanley Konopka. These recordings are available for download and streaming on all major platforms. For more information, visit clevelandorchestra.com/discover/recordings/. The Cleveland Orchestra continued to expand its digital presence throughout fiscal year 2023-24. It released several new productions on Adella, its digital home, and launched a new partnership with Deutsche Grammophon's Stage+ in addition to continuing content licensing activities. Productions include full-length concerts, behind-the-scenes footage and commentary, and interviews with Music Director Franz Welser-Most and guest conductors and soloists. Highlights included the Orchestra's first live broadcast in recent years from Vienna in October 2023.The Cleveland Orchestra offers countless digital offerings to serve our local communities and schools. Children can learn the basics of orchestral music and the role of the conductor in video series such as What is an Orchestra? and can explore the instruments of the orchestra up close and personal with Choose Your Instrument. Young children and families can also enjoy Storytime with The Cleveland Orchestra. Each of these series feature tips and advice from Cleveland Orchestra musicians, fun animation, and world-class music. Children or educators can also engage students with The Cleveland Orchestra's Listening Maps - interactive clips that bring listeners deeper into the music - or dive into online Lesson Plans for grades Pre-K to 5. Each evergreen digital series has been viewed hundreds of thousands of times. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,591,150 | ExpenseAmt |
| Revenue | $3,972,033 | RevenueAmt |
| Desc | Blossom Musical Festival and Blossom Music CenterThe Blossom Music Festival returned in 2023 with an inspiring lineup of concerts and presentations. 24 concerts were part of the 2023 Blossom Music Festival, from Fourth of July through Labor Day weekends (July 1 - September 9, 2023) at the Orchestra's scenic summer home in Cuyahoga Valley National Park. Guest conductors and soloists included, among others, Stanislav Kochanovsky, Nikolai Lugansky, Capathia Jenkins, Kahchun Wong, Zlatomir Fung, Jean-Yves Thibaudet, Michael Feinstein, Conrad Tao, Nicholas McGegan, Afendi Yusuf, Andy Einhorn, Audra McDonald, and Simone Lamsma. The 2023 Festival also included movie presentations of Jurassic Park, The Lord of The Rings: The Two Towers and Disney: The Sound of Magic. Under 18s Free, signature program of The Cleveland Orchestra, continued into its 12th season during summer of 2023. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,851,479 | ExpenseAmt |
| Revenue | $1,687,237 | RevenueAmt |
| Desc | Touring and ResidenciesEach year, the Orchestra allocates several weeks of its performance schedule to residencies and touring activities beyond Northeast Ohio, nationally and internationally. These are designed to enhance both the artistic and financial strength of the organization and extend the Orchestra's worldwide reputation. In 2023, The Cleveland Orchestra returned to Austria for its 54th international tour, performing works by Mahler alongside baritone Simon Keenlyside. The Orchestra made its annual trip to Carnegie Hall in New York City with two evenings of performances featuring works by Krenek, Mahler, Bartok, Prokofiev, and Webern. During the 2023-24 season, the Orchestra also returned to the Adrienne Arsht Center for the Performing Arts of Miami-Dade County for three weeks of performances, including a pair of concerts with members of the New World Symphony. The Florida residency also featured performances in Naples, West Palm Beach, and Orlando, as well as education programs in the Miami area. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,294,536 | ExpenseAmt |
| Revenue | $5,820,461 | RevenueAmt |
| Desc | The Cleveland Orchestra continued serving Northeast Ohio over the course of the 2023-24 season. Ongoing programs in Severance Music Center such as Family Concerts, Education Concerts, and Music Explorers reached more than 20,000 students and thousands of children and families. In-School programs such as Crescendo and Music Mentors created access to instrumental music and expert instruction in Cleveland area schools. All Cleveland Orchestra educational programs are now free for schools. Weekly Concert Previews and Music in Depth webinars continued to serve Cleveland Orchestra lifelong learners.The Cleveland Orchestra also performed its first-ever sensory-friendly concerts this year in collaboration with the Cuyahoga County Board of Developmental Disabilities to create a more inclusive atmosphere for individuals with autism spectrum disorder. Severance Music Center also launched its Hispanic Heritage Month Concert, featuring local Latin jazz group Sammy DeLeon y su Orquesta.The Cleveland Orchestra's Daniel R. Lewis Composer Fellow Allison Loggins-Hull curated four free chamber music concerts in collaboration with community artistic partners H.K. School of Bandura, the Fatima Family Center, and Karamu House.Cleveland Orchestra musicians continued to pass on the traditions of artistic excellence to aspiring young musicians of the acclaimed Cleveland Orchestra Youth Orchestra. May 2024 also witnessed the first-ever cultural exchange between the Cleveland Orchestra Youth Orchestra and the Toronto Symphony Youth Orchestra, bringing together 200+ high school musicians over two weekends, in two countries, united by their passion for orchestral music.Across a typical season, the Orchestra's education and community initiatives reach more than 100,000 people. For more information, visit clevelandorchestra.com/engage/community-programs/. The second edition of the Jack, Joseph and Morton Mandel Opera and Humanities Festival took place in May 2024 and was anchored by four fully staged, sold-out performances of Mozart's The Magic Flute, directed by Nikolaus Habjan. The festival, a series of concerts, exhibitions, and conversations created for the greater Cleveland community, featured among others events with Leila Josefowicz, Kai Bird, Terence Blanchard, Terrence McKnight, and Conrad Tao. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,294,536 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $5,820,461 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $58,247,749 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 282 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 630 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AU | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 66 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 66 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James E Menger | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2162317300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11001 Euclid Avenue | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (80 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Richard K Smucker | |||||||
| Chairman & Resident Trustee | 13.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Dennis W LaBarre Immediate | |||||||
| Past Chair & Resident Trustee | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard J Bogomolny | |||||||
| Resident Trustee | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Norma Lerner | |||||||
| Resident Trustee | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard Kramer | |||||||
| Vice Chair & Resident Trustee | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Hewitt B Shaw | |||||||
| Secretary & Resident Trustee | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Beth E Mooney | |||||||
| Treasurer & Resident Trustee | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Victor Alexander | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robin Blossom | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Yuval Brisker | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Helen Rankin Butler | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Irad Carmi | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Matthew V Crawford | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Alexander M Cutler | |||||||
| Resident Trustee (until 12/15/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Hiroyuki Fujita | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Frank | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Glick | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Iris Harvie | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dee Haslam | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephen H Hoffman | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David J Hooker | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Marguerite B Humphrey | |||||||
| Resident Trustee (until 11/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sarah Johnston | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michelle Shan Jeschelnig | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth B Juliano | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jean C Kalberer | |||||||
| Resident Trustee (until 7/3/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Nancy F Keithley | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Douglas A Kern | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John D Koch Jr | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Heather Lennox | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Cathy Lincoln | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert W Malone | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Milton S Maltz | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ben Mathews | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Nancy McCann | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Steven J McHale | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas F McKee | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Loretta J Mester | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Christine Myeroff | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Okray | |||||||
| Resident Trustee (until 2/2/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Katherine T O'Neill | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Hyun Park | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Alfred M Rankin Jr | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Audrey Gilbert Ratner | |||||||
| Resident Trustee (until 11/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Charles A Ratner | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Zoya Reyzis | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| James C Spira | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| R Thomas Stanton | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Stovsky | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Russell A Trusso | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel P Walsh | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas A Waltermire | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey J Weaver | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Anya Weaving | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Meredith Smith Weil | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul E Westlake Jr | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David A Wolfort | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Anthony Wynshaw-Boris | |||||||
| Resident Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Wolfgang C Berndt | |||||||
| International Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Herbert Kloiber | |||||||
| International Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Virginia Nord Barbato | |||||||
| National Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Jo Eaton | |||||||
| National Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael J Horvitz | |||||||
| National Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Lauria | |||||||
| National Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Benjamin Pyne | |||||||
| National Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Geraldine B Warner | |||||||
| National Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Todd Diacon | |||||||
| Trustee Ex-Officio | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Fedorovich | |||||||
| Trustee Ex-Officio | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric Kaler | |||||||
| Trustee Ex Officio | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Judith E Matsko | |||||||
| Trustee Ex Officio | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jean Sarlson | |||||||
| Trustee Ex Officio (until 6/4/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Beverly Schneider | |||||||
| Trustee Ex Officio | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Andre Gremillet | |||||||
| President & CEO | 60.00 | Yes (X) | $969,004 | $0 | $198,662 | ||
| James E Menger | |||||||
| Asst. Treasurer, CFO | 50.00 | Yes (X) | $290,957 | $0 | $35,869 | ||
| Katherine Smith | |||||||
| Asst. Secretary & Executive Asst. | 40.00 | Yes (X) | $64,931 | $0 | $17,765 | ||
| David Radzynski | |||||||
| Musician | 40.00 | $348,008 | $0 | $36,100 | Yes (X) | ||
| Michael Sachs | |||||||
| Musician | 40.00 | $325,921 | $0 | $52,735 | Yes (X) | ||
| Joshua Smith | |||||||
| Musician | 40.00 | $301,588 | $0 | $41,236 | Yes (X) | ||
| Jane Hargraft | |||||||
| Chief Development Officer | 40.00 | $301,440 | $0 | $43,423 | Yes (X) | ||
| Franklin Rosenwein | |||||||
| Musician | 40.00 | $294,641 | $0 | $47,655 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,896,490 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $473,445 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 121 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Franz Welser-Most | |||||
| 11001 Euclid Avenue | Cleveland | OH | 44106 | Music Director | $1,713,698 |
| Digital River Media LLC | |||||
| 780 Chagrin River Road | Gates Mills | OH | 44040 | Digital video services | $375,262 |
| Allied Global Marketing | |||||
| 55 Cambridge Parkway Suite 200 | Cambridge | MA | 02142 | Marketing | $331,878 |
| Opus 3 Artists | |||||
| 348 West 57th St Suite 282 | New York | NY | 10019 | Artists | $185,750 |
| IMG Artists LLC New York | |||||
| 7 West 54th St | New York | NY | 10019 | Artists | $160,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,422,900 | FundraisingAmt |
| Government Grants | $8,649,905 | GovernmentGrantsAmt |
| All Other Contributions | $36,788,925 | AllOtherContributionsAmt |
| Noncash Contributions | $1,681,845 | NoncashContributionsAmt |
| Total Contributions | $46,861,730 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Concert Revenue | 711130 | $18,832,107 | $18,832,107 |
| Hall Income | 711130 | $1,321,095 | $1,321,095 |
| Broadcasting/Recording | 711130 | $174,977 | $174,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,328,179 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,397,588 | TotalRevenueColumnAmt |
| Exclusion | $8,397,588 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $135,218,889 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,374,331 | SecuritiesAmt |
| Other | $2,816 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,844,558 | SecuritiesAmt |
| Other | -$2,816 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,841,742 | TotalRevenueColumnAmt |
| Exclusion | $3,841,742 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $405,657 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,422,900 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $470,087 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$64,430 | TotalRevenueColumnAmt |
| Exclusion | -$64,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $136,910 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $78,793 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,117 | TotalRevenueColumnAmt |
| Exclusion | $58,117 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnerships | Desc |
| Business | 721000 | BusinessCd |
| Total Revenue Column | -$10,311 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$10,311 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$10,311 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,412,615 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,328,179 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$10,311 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,233,017 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,577,187 | TotalAmt |
| Management And General | $1,577,187 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,630,504 | TotalAmt |
| Program Services | $28,447,994 | ProgramServicesAmt |
| Management And General | $1,969,152 | ManagementAndGeneralAmt |
| Fundraising | $2,213,358 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,498,209 | TotalAmt |
| Program Services | $2,171,247 | ProgramServicesAmt |
| Management And General | $227,071 | ManagementAndGeneralAmt |
| Fundraising | $99,891 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,758,464 | TotalAmt |
| Program Services | $3,678,211 | ProgramServicesAmt |
| Management And General | $681,038 | ManagementAndGeneralAmt |
| Fundraising | $399,215 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,220,414 | TotalAmt |
| Program Services | $1,857,667 | ProgramServicesAmt |
| Management And General | $211,990 | ManagementAndGeneralAmt |
| Fundraising | $150,757 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $944,073 | TotalAmt |
| Program Services | $615,538 | ProgramServicesAmt |
| Management And General | $288,748 | ManagementAndGeneralAmt |
| Fundraising | $39,787 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,219 | TotalAmt |
| Management And General | $180,219 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,783 | TotalAmt |
| Management And General | $70,783 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,000 | TotalAmt |
| Management And General | $105,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,850 | TotalAmt |
| Fundraising | $154,850 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,406 | TotalAmt |
| Management And General | $1,043,406 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,828,533 | TotalAmt |
| Program Services | $4,828,533 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,893,769 | TotalAmt |
| Program Services | $2,893,769 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $971,228 | TotalAmt |
| Program Services | $584,644 | ProgramServicesAmt |
| Management And General | $124,979 | ManagementAndGeneralAmt |
| Fundraising | $261,605 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,771 | TotalAmt |
| Management And General | $567,771 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,461 | TotalAmt |
| Program Services | $187,461 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,559,408 | TotalAmt |
| Program Services | $1,551,793 | ProgramServicesAmt |
| Management And General | $7,615 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,959,793 | TotalAmt |
| Program Services | $2,894,497 | ProgramServicesAmt |
| Management And General | $58,844 | ManagementAndGeneralAmt |
| Fundraising | $6,452 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,654 | TotalAmt |
| Program Services | $30,127 | ProgramServicesAmt |
| Management And General | $16,853 | ManagementAndGeneralAmt |
| Fundraising | $52,674 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,216,898 | TotalAmt |
| Management And General | $1,216,898 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,732,983 | TotalAmt |
| Program Services | $2,986,387 | ProgramServicesAmt |
| Management And General | $373,298 | ManagementAndGeneralAmt |
| Fundraising | $373,298 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,221 | TotalAmt |
| Program Services | $9,561 | ProgramServicesAmt |
| Management And General | $55,660 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Direct Concert Expenses | $4,772,162 | $4,692,383 | $71,963 | $7,816 |
| Other Admin. Expenses | $1,537,441 | $817,937 | $240,367 | $479,137 |
| Capital | $28,684 | $28,684 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,529 | TotalAmt |
| Management And General | $163,529 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,767,644 | TotalAmt |
| Program Services | $58,247,749 | ProgramServicesAmt |
| Management And General | $9,281,055 | ManagementAndGeneralAmt |
| Fundraising | $4,238,840 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,256 | BOYAmt |
| EOY | $64,033 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,329,687 | BOYAmt |
| EOY | $3,608,926 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,538,791 | BOYAmt |
| EOY | $35,157,872 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,082,394 | BOYAmt |
| EOY | $3,692,830 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,662 | BOYAmt |
| EOY | $48,125 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,501 | BOYAmt |
| EOY | $196,675 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,598 | BOYAmt |
| EOY | $262,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,217,695 | BOYAmt |
| EOY | $5,202,646 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $105,151,819 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,354,458 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,053,599 | BOYAmt |
| EOY | $47,797,361 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,677,843 | BOYAmt |
| EOY | $248,542,802 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,668,147 | BOYAmt |
| EOY | $46,082,115 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,318,173 | BOYAmt |
| EOY | $390,655,885 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,427,339 | BOYAmt |
| EOY | $22,720,601 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,846,852 | BOYAmt |
| EOY | $9,538,880 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,360,304 | BOYAmt |
| EOY | $34,086,676 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,634,495 | BOYAmt |
| EOY | $66,346,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,102,000 | BOYAmt |
| EOY | $31,545,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,581,678 | BOYAmt |
| EOY | $292,764,728 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,683,678 | BOYAmt |
| EOY | $324,309,728 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,318,173 | BOYAmt |
| EOY | $390,655,885 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,644,971 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,905,890 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,075,189 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,383,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,397,896 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,006,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,110,758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,861,730 | CurrentTaxYearAmt |
| Total | $229,759,545 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,383,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,397,896 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,006,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,110,758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,861,730 | CurrentTaxYearAmt |
| Total | $229,759,545 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,565,340 | SubstantialContributorsTotAmt |
| Public Support Total170 | $213,194,205 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,896,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,861,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,719,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,783,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,397,588 | CurrentTaxYearAmt |
| Total | $30,657,750 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $7,760 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $30,160 | CurrentTaxYearMinus2YearsAmt |
| Total | $30,160 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $260,455,215 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $65,544,605 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $100 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $2,707 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $105,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $107,807 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | All activities regarding lobbying activities concentrated on legislative matters only. Direct contact with legislators, their staffs, government officials, or legislative bodies by The Musical Arts Association volunteers, employees, trustees, legislative or legal counsel occurred via telephone or an occasional meeting. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $267,095,290 | BeginningYearBalanceAmt |
| Contributions | $9,430,784 | ContributionsAmt |
| Investment Earnings Or Losses | $32,085,972 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,598,421 | OtherExpendituresAmt |
| End Year Balance | $296,013,625 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $235,833,969 | BeginningYearBalanceAmt |
| Contributions | $18,285,920 | ContributionsAmt |
| Investment Earnings Or Losses | $24,848,401 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,873,000 | OtherExpendituresAmt |
| End Year Balance | $267,095,290 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $260,953,999 | BeginningYearBalanceAmt |
| Contributions | $20,457,691 | ContributionsAmt |
| Investment Earnings Or Losses | -$34,544,238 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,033,483 | OtherExpendituresAmt |
| End Year Balance | $235,833,969 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $209,669,356 | BeginningYearBalanceAmt |
| Contributions | $3,820,533 | ContributionsAmt |
| Investment Earnings Or Losses | $57,435,574 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,971,464 | OtherExpendituresAmt |
| End Year Balance | $260,953,999 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $210,462,937 | BeginningYearBalanceAmt |
| Contributions | $5,069,822 | ContributionsAmt |
| Investment Earnings Or Losses | $3,757,872 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,621,275 | OtherExpendituresAmt |
| End Year Balance | $209,669,356 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.78000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,467,435 | OtherCostOrOtherBasisAmt |
| Book Value | $14,467,435 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,168,735 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,765,555 | DepreciationAmt |
| Book Value | $26,403,180 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,515,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,588,903 | DepreciationAmt |
| Book Value | $6,926,746 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,797,361 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Absolute Return Equity Fund | $24,630,230 | F |
| Hedged Equity Fund | $15,707,617 | F |
| Charitable Perpetual Trusts | $5,744,268 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $46,082,115 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $99,847,856 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,905,890 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $20,905,890 | RevenueNotReportedAmt |
| Revenue Subtotal | $78,941,966 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,032,656 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$562,007 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $470,649 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $79,412,615 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $67,221,806 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $551,696 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $551,696 | ExpensesNotReportedAmt |
| Expenses Subtotal | $66,670,110 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,032,656 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $4,064,878 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,097,534 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $71,767,644 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Unrestricted endowment assets consist of funds which have been designated by the Board of Trustees to function as endowment and for which the use of income is not governed by donor-imposed restrictions. Term or temporarily restricted endowments are subject to donor-imposed restrictions that will be met by actions of The Musical Arts Association and/or passage of time. Permanent endowments are subject to donor-imposed restrictions that require the assets be maintained in perpetuity. The use of income and any related appreciation may be subject to restriction by the donor. |
| Part X, Line 2: | The Association has been recognized by the Internal Revenue Service as an organization exempt from federal taxation under Section 501(c)(3) of the Internal Revenue Code. The Association is a public charity by reason of being described in Internal Revenue Code Section 170(b)(i)(A)(vi). The Association is exempt from federal income taxes except to the extent of income derived from unrelated business activities. Unrelated business income is not material to the financial statements. The Association completed an analysis of its tax positions, in accordance with Accounting Standards Codification (ASC) 740, Income Taxes and determined that no amounts were required to be recognized in the financial statements at June 30, 2024 and 2023. |
| Part XI, Line 4b - Other Adjustments: | Partnership Income -10,311. Cost of goods sold netted against revenue -78,793. Fundraising expenses netted against revenue -470,087. Loss on Disposal of Asset -2,816. |
| Part XII, Line 2d - Other Adjustments: | Cost of goods sold netted against revenue 78,793. Fundraising expenses netted against revenue 470,087. Loss on Disposal of Asset 2,816. |
| Part XII, Line 4b - Other Adjustments: | Pension Plan Liability Adjustment 4,064,878. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | Investments | $34,973,233 | |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | Program Services | $1,611,528 | Foreign Tour |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $36,584,761 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $36,584,761 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 3: | FormAndLineReferenceDesc |
| Explanation | Foreign tour expenses are recorded on the accrual basis of accounting in The Musical Arts Association's financial books. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Artsmarketing Services | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 E King St | AddressLine1Txt |
| City | Toronto | CityNm |
| Province Or State | Ontario | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | M5A 4L5 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefunding | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $336,600 | GrossReceiptsAmt |
| Retained By Contractor | $154,850 | RetainedByContractorAmt |
| Net To Organization | $181,750 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $336,600 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $154,850 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $181,750 | TotalNetToOrganizationAmt |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Severance Gala | Event1Nm |
| Gross Receipts Event1 | $1,256,815 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,182,148 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $74,667 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $54,357 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $39,860 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $162,628 | OtherDirectExpensesEvent1Amt |
| Event2 | Winter Spree | Event2Nm |
| Gross Receipts Event2 | $284,800 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $47,800 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $237,000 | GrossRevenueEvent2Amt |
| Entertainment Event2 | $3,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $49,000 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $286,942 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $192,952 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $93,990 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $19,920 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $138,822 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,828,557 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,422,900 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $405,657 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $74,277 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $45,360 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $350,450 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $470,087 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$64,430 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule G, Part I, Line 2b, Column (v) | The Professional fundraising agreement with Artsmarketing Services, Inc. stipulates that payments made are for professional fundraising services ($154,850) based upon the agreed upon revenue rate. |
| Total Fundraising Expenses | For the year ending June 30, 2024, the Musical Arts Association incurred total fundraising expenses of $4,238,840 (reported on Form 990, Part IX, line 25, column (D)), which represented 9.05% of contributions and grants revenue of $46,861,730 (reported on Part VIII, line 1h). |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Andre Gremillet | ||||||||||||||
| President & CEO | $792,949 | $0 | $0 | $0 | $176,055 | $0 | $157,381 | $0 | $41,281 | $0 | $1,167,666 | $0 | $148,459 | $0 |
| David Radzynski | ||||||||||||||
| Musician | $347,900 | $0 | $0 | $0 | $108 | $0 | $11,749 | $0 | $24,351 | $0 | $384,108 | $0 | $0 | $0 |
| Michael Sachs | ||||||||||||||
| Musician | $324,887 | $0 | $0 | $0 | $1,034 | $0 | $18,709 | $0 | $34,026 | $0 | $378,656 | $0 | $0 | $0 |
| Jane Hargraft | ||||||||||||||
| Chief Development Officer | $300,823 | $0 | $0 | $0 | $617 | $0 | $8,922 | $0 | $34,501 | $0 | $344,863 | $0 | $0 | $0 |
| Joshua Smith | ||||||||||||||
| Musician | $301,312 | $0 | $0 | $0 | $276 | $0 | $14,220 | $0 | $27,016 | $0 | $342,824 | $0 | $0 | $0 |
| Franklin Rosenwein | ||||||||||||||
| Musician | $294,219 | $0 | $0 | $0 | $422 | $0 | $11,976 | $0 | $35,679 | $0 | $342,296 | $0 | $0 | $0 |
| James E Menger | ||||||||||||||
| Asst. Treasurer, CFO | $263,829 | $0 | $0 | $0 | $27,128 | $0 | $13,383 | $0 | $22,486 | $0 | $326,826 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Charter Travel: The Cleveland Orchestra, on occasion, travels via charter flights when necessary to fulfill foreign or domestic tour concert scheduling requirements. Charter travel is not included in taxable compensation because commercial flights are not always available for domestic and international travel. Travel for Companions: The President & CEO'S spouse occasionally travels with him attending concerts and other tour specific functions at the expense of the Musical Arts Association. Companion travel is for business purposes and therefore not included in taxable compensation of the President & CEO per IRS regulations. |
| Part I, Line 4b | Andre Gremillet, President & CEO, participates in a supplemental non-qualified retirement plan. In 2023, he vested in $170,000 of that plan's benefit, of which $148,459 had previously been reported as retirement and other deferred compensation. As a result, the total new compensation and benefits reported for the period is $1,019,207. |
| Part II | Compensation & Fringe Benefits: The compensation and fringe benefits listed for James E. Menger are attributable to his status as a full-time employee of the Musical Arts Association. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | County of Cuyahoga Ohio | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 346000817 | BondIssuerEIN |
| CUSIP | 232263KR3 | CUSIPNum |
| Bond Issued | 2019-06-13 | BondIssuedDt |
| Issue Price | $35,657,985 | IssuePriceAmt |
| Purpose | See Sch K, Part VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $35,657,985 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $506,865 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $28,150,000 | OtherSpentProceedsAmt |
| Unspent | $7,001,120 | UnspentAmt |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Concerning UBI | 0.03100 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.03100 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part I, Column (F) - Description of Purpose of Bonds | FormAndLineReferenceDesc |
| Explanation | Proceeds from the County of Cuyahoga, Ohio economic development revenue bonds, series 2019 bonds (series 2019 bonds) with maturity dates ranging from January 1, 2029 through January 1, 2041, were used to (i) refund the $28,150,000 series 2003 bonds, which were due December 1, 2028, and (ii) pay costs of issuance, and will be used to (iii) pay costs of certain capital improvements at Severance Music Center, the Musical Arts Association's Concert Hall and Principal Offices. The proceeds from the series 2003 bonds were used to redeem county of Cuyahoga, Ohio Economic Development Revenue bonds, series 1998, which were due April 1, 2028. The proceeds from the series 1998 issuance funded certain costs associated with the renovation, expansion, and restoration of Severance Music Center. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James E Menger | PersonNm |
| Relationship With Org | CFO | RelationshipWithOrgTxt |
| Loan Purpose | See Pt V - Retention for multi-year period | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $61,250 | OriginalPrincipalAmt |
| Balance Due | $48,125 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $48,125 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 66 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,681,845 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost/Selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The organization is reporting the number of contributions made. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | The following Board members have family relationships: Alfred M. Rankin, Jr. and Helen Rankin Butler Charles A. Ratner and Audrey Gilbert Ratner The following Board members have business relationships: Dennis LaBarre and Alfred M. Rankin, Jr. Richard Stovsky and Daniel P. Walsh Richard Stovsky and David A. Wolfort Yuval Brisker and Irad Carmi |
| Form 990, Part VI, Section A, line 6 | The Members of the Association shall consist of the individuals who from time to time are serving as the Trustees of the Association. |
| Form 990, Part VI, Section A, line 7a | The Members shall exercise all the rights and privileges and shall have all the responsibilities of members under Ohio nonprofit corporate law. Only Members shall be counted as members for voting and quorum purposes. |
| Form 990, Part VI, Section A, line 7b | The Board of Trustees shall have general supervision and charge of the property, affairs and finances of the Association. The Board of Trustees may exercise all such powers and do all such things as may be exercised or done by the Association, subject to the provision of law, the articles of incorporation and the code of regulations. Without limiting the generality of the foregoing, the Board of Trustees shall have the following powers: (A) To purchase or otherwise acquire for the Association any property, rights or privileges that the Association is authorized to acquire, at such prices, on such terms and conditions, and for such consideration as it shall see fit, (B) To appoint, remove or suspend, such officers, agents, and employees as it shall see fit, either permanently or temporarily, to terminate the duties of such officers, agents and employees, to change the salaries or emoluments of such officers, agents and employees, (C) To appoint any person or persons to accept or hold in trust for the Association any property belonging to the Association or in which the Association is interested, or for any other purpose, and to execute and do all such duties and things as may be required in relation to any such trust, (D) To determine who shall be authorized to sign, on the Association's behalf, bills, notes, receipts, acceptances, endorsements, checks, leases, releases, mortgages, contracts and other documents, and (E) To present or cause to be presented to each annual meeting and to any special meeting, when required by any resolution thereof, a full and clear statement of the affairs and conditions of the Association. |
| Form 990, Part VI, Section B, line 11b | MAA Finance Department supplies all of the information necessary for RSM US LLP to prepare a draft Form 990. The Form 990 is then updated for any agreed upon revisions. The updated Form 990 is circulated to the Audit Committee, with any suggested revisions that weren't agreed upon so noted. At the same time, the Musical Arts Association Trustees are notified that the draft Form 990, in public disclosure form, is available for their review. Trustees are invited to submit any comments they have on the draft Form 990 to Finance Department staff, who will summarize and distribute them to the Audit Committee. The Audit Committee then meets and reviews and discusses the draft Form 990, including the complete Schedule of Contributors (Schedule B), with Management and RSM US LLP. Once final, the Form 990, in public disclosure form, is made available to Musical Arts Association Trustees, and then it is filed with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | Trustees, officers, and senior management of The Musical Arts Association (Association) are covered under the conflict of interest policy. Documented procedures are in place for handling potential conflicts of interest (1) when a transaction or arrangement is considered by the Board or a committee and (2) when a transaction or arrangement is considered by an officer or senior manager. Also, procedures are in place for identification of potential conflicts of interest in connection with Musical Arts Association transactions or arrangements with trustees, officers, or senior managers (i.e. parties-in-interest) where the following relationships exist (1) Parties-in-interest are employed by or have a compensation relationship with the person or entity with which the Association has or is negotiating a transaction or arrangement, (2) Parties-in-interest serve in the capacity of Director, Trustee, Officer, Member, Manager, Committee member, Partner, or other similar position of influence with a for-profit person or entity with which the Association has or is negotiating a transaction or arrangement, and (3) Parties-in-interest have an actual or potential ownership or investment interest in a person or entity with which the Association has or is negotiating a transaction or arrangement. Parties-in-interest are required to submit to the Association an annual statement acknowledging receipt and review of the conflict of interest policy and disclosure of potential conflicts of interest. When a Trustee, Officer, or Senior Manager is participating in the consideration of a transaction or other arrangement of the Association by the Board of Trustees or a Board committee, and a potential conflict of interest exists, with respect to such transaction or other arrangement, the Trustee, Officer, or Senior Manager (1) shall disclose to the Trustees or Committee thereof considering the transaction or other arrangement his or her potential conflict of interest, (2) shall present any relevant information to the Trustees or Committee thereof and answer any questions posed by them, and (3) shall excuse himself or herself from the meeting for the discussion and vote by the disinterested trustees or committee members on the transaction or arrangement and all matters related thereto. When an officer or a Senior Manager is handling a transaction or other arrangement of the Association that will not be placed before the Board or a Board Committee, and the Officer or senior Manager has a potential conflict of interest, the Officer or Senior Manager (1) shall disclose the potential conflict of interest to the Association's President & CEO, in the case of a Senior Manager, or to the Executive Committee, in the case of an Officer, (2) shall present any relevant information to, and answer any questions posed by, the President & CEO or the Executive Committee, and (3) shall not authorize or approve such transaction or other arrangement, and the authorization or approval shall be undertaken by the President & CEO or the Executive Committee. When the Senior Manager with the potential conflict is the President & CEO, the foregoing procedures shall be followed except that the Association's Board Chair shall assume the oversight, authorization, and approval of the transaction or arrangement. |
| Form 990, Part VI, Section B, line 15 | The compensation subcommittee functions as a subcommittee of the personnel committee and shall evaluate annually and recommend periodically the compensation of the Association's President & CEO and Music Director. Responsibilities include evaluating the President & CEO'S and Music Director's performance annually, recommending the annual goals and objectives for the President & CEO, setting the President & CEO'S and Music Director's compensation and any bonus, and relying upon appropriate data as to comparability (including compensation levels paid by similarly situated organizations for functionally comparable positions) prior to making its compensation determination. This process was last undertaken in 2021. The compensation subcommittee reviews the overall compensation program for the Senior Management of the Association established and recommended by the President & CEO. Compensation and any bonuses are set relying upon appropriate data based on comparability (including compensation levels paid by similarly situated organizations for functionally comparable positions). This process was last undertaken in 2021. |
| Form 990, Part VI, Section C, line 19 | The Association's audited financial statements are made public upon request, for the same period of time as set forth in the Internal Revenue Code section 6104(d), to grant-making institutions as part of the grant application request process. Additionally, summary financial information is included in the annual report. The Musical Arts Association's articles of incorporation are on file with the Secretary of State in Ohio. |
| Form 990, Part XI, line 9: | Partnership Income 10,311. Pension Plan Liability Adjustment 4,064,878. |
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