THE SCHUBERT CLUB: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE SCHUBERT CLUB (EIN 41-0945277)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-09-27
- IRS object ID
- 202442719349300714
- Schema version
- 2023v5.1
- 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 I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-27T08:32:03-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411534805 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARPENTER EVERT & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7760 FRANCE AVE S SUITE 940 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55435 | 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 | 410945277 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHUBERT CLUB THE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 6512923267 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 W 5TH ST SUITE 302 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551021423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA MCCARTEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6512923267 | PhoneNum |
| Signature | 2024-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATT PILLSBURY | PreparerPersonNm |
| PTIN | P01565609 | PTIN |
| Phone | 9528310085 | PhoneNum |
| Preparation | 2024-09-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURA MCCARTEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 W 5TH ST SUITE 302 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551021423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,370,068 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCHUBERT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1915 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE OSCHUBERT CLUB CREATES INSPIRING MUSICAL EXPERIENCES THAT CONTRIBUTE TO THE CULTURAL VIBRANCY OF THE TWIN CITIES COMMUNITY THROUGH CONCERT PRESENTATIONS, MUSIC EDUCATION AND STUDENT SCHOLARSHIP PROGRAMS, AND MUSEUM EXHIBITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,428,038 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,258,658 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $425,946 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $539,744 | CYProgramServiceRevenueAmt |
| PY Investment Income | $546,202 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,068,133 | CYInvestmentIncomeAmt |
| PY Other Revenue | $27,761 | PYOtherRevenueAmt |
| CY Other Revenue | $30,318 | CYOtherRevenueAmt |
| PY Total Revenue | $2,427,947 | PYTotalRevenueAmt |
| CY Total Revenue | $3,896,853 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $87,132 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $88,446 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,160,788 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,230,636 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $225,320 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,483,396 | PYOtherExpensesAmt |
| CY Other Expenses | $1,421,744 | CYOtherExpensesAmt |
| PY Total Expenses | $2,731,316 | PYTotalExpensesAmt |
| CY Total Expenses | $2,740,826 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$303,369 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,156,027 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,537,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,439,529 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $864,145 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $806,449 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,672,987 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,633,080 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED IN 1882, SCHUBERT CLUB CONTINUES TO PURSUE ITS MISSION TO CREATE INSPIRING MUSICAL EXPERIENCES THAT CONTRIBUTE TO THE CULTURAL VIBRANCY OF THE TWIN CITIES COMMUNITY. SCHUBERT CLUB'S VISION IS TO BE A WELCOMING ORGANIZATION WHOSE CONCERTS, MUSEUM AND MUSIC EDUCATION PROGRAMS PROVIDE A TRULY INCLUSIVE SPACE FOR PEOPLE OF ALL AGES AND BACKGROUNDS TO ENGAGE WITH MUSIC IN ITS MANY FORMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,478,230 | ExpenseAmt |
| Revenue | $568,662 | RevenueAmt |
| Desc | CONCERTSSCHUBERT CLUB PRESENTED A TOTAL OF 51 CONCERTS DURING THE 2023-24 SEASON IN FIVE SERIES:SCHUBERT CLUB'S INTERNATIONAL ARTIST SERIES, ONE OF ONLY A FEW RECITAL-FORMAT SERIES IN THE UNITED STATES, IS KEY TO THE ORGANIZATION'S NATIONAL AND WORLDWIDE REPUTATION FOR ENGAGING THE WORLD'S GREATEST ARTISTS IN SOLO PERFORMANCES. CONCERTS ARE HELD AT THE ORDWAY CENTER FOR THE PERFORMING ARTS IN SAINT PAUL, MN.SEE SCHEDULE O FOR ADDITIONAL PROGRAM LANGUAGE.SCHUBERT CLUB'S MUSIC IN THE PARK SERIES IS A DEDICATED CHAMBER MUSIC SERIES THAT FEATURES GUEST ENSEMBLES OF NATIONAL AND INTERNATIONAL PROMINENCE. CONCERTS ARE HELD AT SAINT ANTHONY PARK UNITED CHURCH OF CHRIST IN SAINT PAUL, MN.SCHUBERT CLUB MIX IS AN INNOVATIVE SERIES DESIGNED TO TAKE THE FORMALITY OUT OF CLASSICAL MUSIC. AUDIENCES ARE TREATED TO INTIMATE PERFORMANCES IN NON-TRADITIONAL VENUES FEATURING AN ECLECTIC RANGE OF ARTISTS WHO ARE CURRENTLY INFLUENCING THE MUSICAL LANDSCAPE. CONCERTS IN 2023-24 WERE HELD AT A VARIETY OF VENUES IN BOTH MINNEAPOLIS AND SAINT PAUL: LANDMARK CENTER, WALKER ART CENTER, THE MINNESOTA OPERA LUMINARY ARTS CENTER, ORDWAY CENTER, AND PARKWAY THEATER. SCHUBERT CLUB'S COURTROOM CONCERT SERIES IS NAMED FOR ITS REGULAR LOCATION IN A HISTORIC COURTROOM AT LANDMARK CENTER IN SAINT PAUL, MN. THIS WEEKLY SERIES OF FREE, NOON-TIME CONCERTS FEATURES MINNESOTA-BASED MUSICIANS AND COMPOSERS.ACCORDO IS A MUCH-LOVED STRING ENSEMBLE COMPRISED OF PRESENT AND FORMER PRINCIPALS OF THE SAINT PAUL CHAMBER ORCHESTRA AND MINNESOTA ORCHESTRA. SCHUBERT CLUB PRESENTED ACCORDO IN WESTMINSTER PRESBYTERIAN CHURCH AND ICEHOUSE IN MINNEAPOLIS, AND AT ORDWAY CENTER IN ST PAUL.VIOLINIST DANIEL HOPE WAS THE SCHUBERT CLUB'S FEATURED ARTIST FOR THE SEASON, PERFORMING THREE CONCERTS IN TWO SCHUBERT CLUB SERIES AS WELL AS BEING FEATURED IN COMMUNITY AND FAMILY-ORIENTED EVENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $396,185 | ExpenseAmt |
| Grant | $88,446 | GrantAmt |
| Revenue | $1,400 | RevenueAmt |
| Desc | MUSIC EDUCATION AND COMMUNITY ENGAGEMENTSCHUBERT CLUB BELIEVES THAT MUSIC EDUCATION AND ARTS ACCESS ARE ESSENTIAL COMPONENTS OF A CULTURALLY RICH AND HEALTHY COMMUNITY. PROJECT CHEER OFFERED FREE MUSIC LESSONS AT THE HALLIE Q. BROWN/MARTIN LUTHER KING CENTER AND THE MT. AIRY BOYS AND GIRLS CLUB IN SAINT PAUL. THE PROGRAM WAS STARTED IN PARTNERSHIP WITH HALLIE Q. BROWN IN 1969. APPROXIMATELY 100 STUDENTS IN GRADES 1-12 RECEIVED PIANO, GUITAR, AND RHYTHM LESSONS IN 2023-24.SEE SCHEDULE O FOR AN ADDITIONAL PROGRAM LANGUAGE.SCHUBERT CLUB HOSTED THREE MULTI-EVENT MUSIC EDUCATION RESIDENCIES THROUGHOUT THE YEAR LED BY GIFTED TEACHING ARTISTS. KIDSJAM IS AN INTERACTIVE EDUCATIONAL PROGRAM FOR KIDS AGES 5-12 TO PLAY, LISTEN, LEARN AND CREATE WITH MUSIC. DURING ITS 10TH SEASON, KIDSJAM WORKSHOPS TOOK PLACE AT THE SCHUBERT CLUB MUSIC MUSEUM AND THREE SAINT PAUL PUBLIC SCHOOLS. 2023-24 ALSO SAW THE DEBUT OF FAMILYJAM, A SERIES OF FREE, MUSIC MUSEUM-BASED CONCERTS AND ACTIVITIES FOR FAMILIES ON SATURDAY MORNINGS.THE LET'S MAKE MUSIC PROGRAM OFFERED INTERACTIVE GROUP EVENTS HELD THROUGHOUT THE YEAR IN THE SCHUBERT CLUB MUSIC MUSEUM, LED BY POPULAR TWIN CITIES MUSICIANS USING INSTRUMENTS FROM THE MUSEUM. FIVE NEW MUSEUM MINI PROGRAMS WERE ADDED TO THE FREE ONLINE COLLECTION OF VIRTUAL LEARNING EXPERIENCES WHICH SHOWCASE INSTRUMENTS FROM THE MUSIC MUSEUM.STUDENT SCHOLARSHIPSTHE BRUCE P. CARLSON STUDENT SCHOLARSHIP COMPETITION, HELD ANNUALLY SINCE 1922, ATTRACTED OVER 200 STUDENT MUSICIANS FROM THE FIVE-STATE REGION, FROM JUNIOR HIGH TO GRADUATE SCHOOL LEVEL. 47 SCHOLARSHIPS WITH A TOTAL VALUE OF $71,750 WERE AWARDED TO COMPETITION WINNERS IN SIX CATEGORIES. SCHUBERT CLUB ALSO AWARDED FOUR JAZZ PIANO SCHOLARSHIPS, AND EXPANDED THE MUSICAL PROMISE SCHOLARSHIP PROGRAM TO FOUR STUDENTS, WITH GRANTS FOR THESE PROGRAMS TOTALING $15,860. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $320,674 | ExpenseAmt |
| Desc | MUSEUM EXHIBITSLOCATED ON THE 2ND FLOOR OF LANDMARK CENTER IN DOWNTOWN SAINT PAUL, THE SCHUBERT CLUB MUSIC MUSEUM FEATURES TWO EXHIBIT AREAS: THE MUSIC MAKERS ZONE, WHICH INVITES VISITORS TO EXPLORE AND PLAY INSTRUMENTS FROM AROUND THE GLOBE; AND THE KEYBOARD JOURNEY, WHICH ALLOWS VISITORS TO EXPERIENCE THE SCHUBERT CLUB COLLECTION OF HISTORIC KEYBOARDS AND MANUSCRIPTS THROUGH VIDEO AND SOUND RECORDINGS. ADMISSION IS FREE. THE MUSIC MUSEUM WELCOMED MORE THAN 10,000 VISITORS IN 2023-24. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,195,089 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | 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 | 103 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | 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 | MN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET PETERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512923267 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 WEST 5TH STREET NO 302 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| AARON BROWN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN MENYA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REYNOLDS ANTHONY HARRIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA DURST | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MANNS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIA TROJE POITRAS | ||||||
| VP MARKETING & DEVELOPMENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KAY SAVIK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARL REICHERT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC WON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VAUGHN ORMSETH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE FURRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE VARS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLEA GALHANO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN NUECHTERLEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAXTON HAULCY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCIE LITIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE KRUGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOROTHY HORNS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD EVIDON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN PALMER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA ZIMMERMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA MCCARTEN | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOANNA CORTRIGHT | ||||||
| RECORDING SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LAURA SEWELL | ||||||
| VP ARTISTIC | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID WHEATON | ||||||
| VP FINANCE & INVESTMENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAMEUN STRANGE | ||||||
| VP DIVERSITY AND INCLUSION | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUZANNA ALTMAN | ||||||
| VP EDUCATION | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DOUG FLINK | ||||||
| VP AUDIT AND COMPLIANCE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN HORRIGAN | ||||||
| VP MUSEUM | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LYNNE BECK | ||||||
| VP NOMINATING & GOVERNANCE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SETH LEVIN | ||||||
| VP STRATEGIC PLAN STEERING COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NANCY ORR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY KEMPTON | ||||||
| ARTISTIC AND EXECUTIVE DIR | 40.00 | $195,345 | $0 | $43,099 | Yes (X) | |
| JANET PETERSON | ||||||
| BUSINESS MANAGER | 40.00 | $77,353 | $0 | $22,149 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $272,698 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $65,248 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $189,911 | GovernmentGrantsAmt |
| All Other Contributions | $2,068,747 | AllOtherContributionsAmt |
| Total Contributions | $2,258,658 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT TICKET SALES | 711130 | $377,224 | $377,224 |
| PATRON TOUR | 711130 | $159,650 | $159,650 |
| OTHER SALES | 711130 | $2,870 | $2,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $539,744 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $689,796 | TotalRevenueColumnAmt |
| Exclusion | $689,796 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $851,552 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $473,215 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $378,337 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $378,337 | TotalRevenueColumnAmt |
| Exclusion | $378,337 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $30,318 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,318 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,318 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,896,853 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $570,062 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,068,133 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,446 | TotalAmt |
| Program Services | $88,446 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,338 | TotalAmt |
| Program Services | $120,250 | ProgramServicesAmt |
| Management And General | $114,088 | ManagementAndGeneralAmt |
| Fundraising | $37,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,567 | TotalAmt |
| Program Services | $529,860 | ProgramServicesAmt |
| Management And General | $42,717 | ManagementAndGeneralAmt |
| Fundraising | $120,990 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,816 | TotalAmt |
| Program Services | $52,717 | ProgramServicesAmt |
| Management And General | $15,459 | ManagementAndGeneralAmt |
| Fundraising | $15,640 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,889 | TotalAmt |
| Program Services | $74,842 | ProgramServicesAmt |
| Management And General | $26,600 | ManagementAndGeneralAmt |
| Fundraising | $10,447 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,026 | TotalAmt |
| Program Services | $47,393 | ProgramServicesAmt |
| Management And General | $11,064 | ManagementAndGeneralAmt |
| Fundraising | $11,569 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,542 | TotalAmt |
| Program Services | $32,284 | ProgramServicesAmt |
| Management And General | $13,258 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,203 | TotalAmt |
| Program Services | $102,728 | ProgramServicesAmt |
| Fundraising | $3,475 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,129 | TotalAmt |
| Program Services | $320 | ProgramServicesAmt |
| Management And General | $16,860 | ManagementAndGeneralAmt |
| Fundraising | $3,949 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,260 | TotalAmt |
| Program Services | $4,695 | ProgramServicesAmt |
| Management And General | $42,565 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,566 | TotalAmt |
| Program Services | $76,683 | ProgramServicesAmt |
| Management And General | $5,475 | ManagementAndGeneralAmt |
| Fundraising | $4,408 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,710 | TotalAmt |
| Program Services | $3,270 | ProgramServicesAmt |
| Management And General | $9,369 | ManagementAndGeneralAmt |
| Fundraising | $6,071 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,535 | TotalAmt |
| Program Services | $38,535 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,070 | TotalAmt |
| Program Services | $5,634 | ProgramServicesAmt |
| Management And General | $22,436 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| GUEST ARTISTS | $497,631 | $496,656 | $975 | |
| PRODUCTIONS COSTS | $405,922 | $394,626 | $10,796 | $500 |
| PATRON TOUR EXPENSE | $110,703 | $110,703 | ||
| ELECTRICITY AND FACILIT | $8,447 | $8,447 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,026 | TotalAmt |
| Program Services | $7,000 | ProgramServicesAmt |
| Management And General | $26 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,740,826 | TotalAmt |
| Program Services | $2,195,089 | ProgramServicesAmt |
| Management And General | $320,417 | ManagementAndGeneralAmt |
| Fundraising | $225,320 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,324 | BOYAmt |
| EOY | $207,681 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,139,919 | BOYAmt |
| EOY | $2,036,583 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,171 | BOYAmt |
| EOY | $291,146 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123 | BOYAmt |
| EOY | $1,032 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,113 | BOYAmt |
| EOY | $24,221 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,346,582 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $933,683 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,434 | BOYAmt |
| EOY | $412,899 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,222,168 | BOYAmt |
| EOY | $23,495,741 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,034,880 | BOYAmt |
| EOY | $970,226 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,537,132 | BOYAmt |
| EOY | $27,439,529 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,670 | BOYAmt |
| EOY | $187,028 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,311 | BOYAmt |
| EOY | $241,232 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,164 | BOYAmt |
| EOY | $378,189 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $864,145 | BOYAmt |
| EOY | $806,449 | 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 | $8,534,123 | BOYAmt |
| EOY | $10,144,107 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,138,864 | BOYAmt |
| EOY | $16,488,973 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,672,987 | BOYAmt |
| EOY | $26,633,080 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,537,132 | BOYAmt |
| EOY | $27,439,529 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,156,027 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,848,145 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$55,595 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $11,516 | 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 | $1,127,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,963,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,838,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,428,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,258,658 | CurrentTaxYearAmt |
| Total | $10,615,617 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,127,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,963,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,838,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,428,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,258,658 | CurrentTaxYearAmt |
| Total | $10,615,617 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,816,823 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,798,794 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $418,236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $417,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $513,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $517,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $689,796 | CurrentTaxYearAmt |
| Total | $2,556,217 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,470 | CurrentTaxYearMinus4YearsAmt |
| Total | $6,470 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,318 | CurrentTaxYearAmt |
| Total | $176,236 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,354,540 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,735,571 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69140 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | RENT SUBSIDY AND MISCELLANEOUS - 2019 AMOUNT: $ 24,438. 2020 AMOUNT: $ 28,180. 2021 AMOUNT: $ 35,449. 2022 AMOUNT: $ 57,851. 2023 AMOUNT: $ 30,318. | ExplanationTxt |
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 | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $1,911 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,911 | 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 | SCHUBERT CLUB IS A DUES-PAYING MEMBER OF MINNESOTA CITIZENS FOR THE ARTS, AN ORGANIZATION THAT SPONSORS "ARTS ADVOCACY DAY" AT THE STATE CAPITOL. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,435,187 | BeginningYearBalanceAmt |
| Contributions | $1,533 | ContributionsAmt |
| Investment Earnings Or Losses | $2,774,239 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $786,558 | OtherExpendituresAmt |
| End Year Balance | $23,424,401 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,534,307 | BeginningYearBalanceAmt |
| Contributions | $585,170 | ContributionsAmt |
| Investment Earnings Or Losses | $2,059,386 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $743,676 | OtherExpendituresAmt |
| End Year Balance | $21,435,187 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,315,558 | BeginningYearBalanceAmt |
| Contributions | $1,000,520 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,086,827 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $694,944 | OtherExpendituresAmt |
| End Year Balance | $19,534,307 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,932,334 | BeginningYearBalanceAmt |
| Contributions | $1,410,995 | ContributionsAmt |
| Investment Earnings Or Losses | $4,429,125 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $456,896 | OtherExpendituresAmt |
| End Year Balance | $22,315,558 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,698,351 | BeginningYearBalanceAmt |
| Contributions | $6,527 | ContributionsAmt |
| Investment Earnings Or Losses | $732,491 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $505,035 | OtherExpendituresAmt |
| End Year Balance | $16,932,334 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.33000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,011,582 | OtherCostOrOtherBasisAmt |
| Depreciation | $849,266 | DepreciationAmt |
| Book Value | $162,316 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $335,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,417 | DepreciationAmt |
| Book Value | $250,583 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $412,899 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $378,189 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $378,189 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,767,053 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,848,145 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $66,134 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $11,516 | OtherRevenueAmt |
| Revenue Not Reported | $1,925,795 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,841,258 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $55,595 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $55,595 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,896,853 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,806,960 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $66,134 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $66,134 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,740,826 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,740,826 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE SCHUBERT CLUB MUSEUMS COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATIONS INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE BALANCE SHEET. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. |
| PART III, LINE 4: | THE SCHUBERT CLUB MUSEUM IN LANDMARK CENTER HOLDS A COLLECTION OF HISTORICALLY IMPORTANT INSTRUMENTS FROM AROUND THE WORLD AND MANUSCRIPTS FROM GREAT COMPOSERS. RECOGNIZED FOR ITS INTEGRATION OF EXHIBITS AND PERFORMANCES, INDIVIDUAL TOURS, AND THE OPPORTUNITY TO PLAY REPRODUCTIONS OF HISTORICAL INSTRUMENTS, THE MUSEUM INCLUDES BOTH A HISTORIC KEYBOARD COLLECTION AND THE GILMAN ORDWAY MANUSCRIPT COLLECTION WHICH INCLUDES NEARLY 100 RARE PIECES RANGING FROM AN 18TH CENTURY MOZART LETTER TO A 20TH CENTURY JOHN PHILIP SOUSA LETTER. |
| PART V, LINE 4: | THE SCHUBERT CLUB ESTABLISHED THE ENDOWMENT FUND IN ORDER TO PROVIDE LONG-TERM STABILITY FOR THE ORGANIZATION. ANNUAL DRAWS FROM THE ENDOWMENT FUND SUPPORT GENERAL OPERATIONS, CONCERTS, MUSEUM EXHIBITS, MUSIC EDUCATION, AND SCHOLARSHIPS. |
| PART X, LINE 2: | THE ORGANIZATION HAS A TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND MINNESOTA STATUTE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. THE ORGANIZATION IS LIABLE FOR FEDERAL AND STATE INCOME TAX ON ANY UNRELATED BUSINESS INCOME. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITYS FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATIONS FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF COMMUNITY FOUNDATION |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| BRUCE P CARLSON STUDENT SCHOLARSHIP | 48 | $71,750 |
| FINANCIAL ASSISTANCE FOR MUSIC ED | 8 | $16,696 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY KEMPTON | PersonNm |
| Title | ARTISTIC AND EXECUTIVE DIR | TitleTxt |
| Base Compensation Filing Org | $195,345 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $19,534 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $23,565 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $238,444 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE COMMITTEE REVIEWED SALARIES OF COMPARABLY QUALIFIED INDIVIDUALS AND RECOMMENDED A SALARY PACKAGE FOR THE ARTISTIC & EXECUTIVE DIRECTOR WHICH WAS APPROVED BY THE FULL BOARD. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LAURA SEWELL | |||
| BOARD MEMBER | $600 | ARTIST FEE | 0 |
| CLEA GALHANO | |||
| BOARD MEMBER | $500 | ARTIST FEE | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - THE BOARD WILL RECEIVE A COPY OF THE FORM 990 FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS BOARD MEMBERS AND EMPLOYEES. THE INTERESTED PERSON DISCLOSES THE EXISTENCE AND THE MATERIAL FACTS REGARDING A POTENTIAL CONFLICT OF INTEREST TO THE BOARD OR COMMMITTEE; THE BOARD OR COMMITTEE WILL DETERMINE IF CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON MAY NOT BE PRESENT IN THE BOARD OR COMMITTEE MEETING AND MAY NOT VOTE ON THE TRANSACTION. THE BOARD OR COMMITTEE WILL DETERMINE ANY A PPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOUMENTED IN THE MEETING MINUTES. EMPLOYEES DISCUSS POSSIBLE CONFLICTS WITH THE ARTISTIC AND EXECUTIVE DIRECTOR WHO DETERMINES IF A CONFLICT EXISTS; AN EMPLOYEE WHO DISREGARDS PROHIBITION IS SUBJECT TO DISCIPLINARY ACTION UP TO TERMINATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE REVIEWED SALARIES OF COMPARABLY QUALIFIED INDIVIDUALS AND RECOMMENDED A SALARY PACKAGE FOR THE ARTISTIC & EXECUTIVE DIRECTOR WHICH WAS APPROVED BY THE FULL BOARD. IN 2023 A COMPENSATION COMMITTEE CONDUCTED A 5-YEAR COMPENSATION AND PERFORMANCE REVIEW. A NEW THREE-YEAR CONTRACT WAS ISSUED IN MAY 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF COMMUNITY FOUNDATION HOLDINGS 11,516. |
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