2024-12-19T15:38:40-08:00 2024-06-30 363705616 Prado & Renteria CPAs Prof Corp 1837 S Michigan Ave 2nd Fl Chicago IL 60616 990 2023-07-01 363930153 MUSIC AND DANCE THEATER CHICAGO INC MUSI 3123347777 205 EAST RANDOLPH DRIVE CHICAGO IL 60601 LORI DIMUN PRESIDENT AND CEO 3123347777 2024-10-18 true true Wenqin Zhang P02152541 3125671330 2024-12-18 2023 2024-10-15 13:58:12Z HARRIS THEATER FOR MUSIC AND DANCE LORI DIMUN 205 EAST RANDOLPH DRIVE CHICAGO IL 60601 20906019 false X WWW.HARRISTHEATERCHICAGO.ORG X 1993 IL SEE SCHEDULE O 34 33 228 311 0 0 4871726 3646062 1715357 2069673 915202 1441785 1156664 606996 8658949 7764516 0 0 0 0 3493683 3855716 0 0 1070643 6446451 7892172 9940134 11747888 -1281185 -3983372 59353930 56972649 21257522 21519930 38096408 35452719 SEE SCHEDULE O false false 4358621 0 670872 Resident Program: Supporting Chicago Artists - Founded specifically to serve Chicagos vibrant community of small to midsize performing arts organizations and support culturally relevant programming in Chicago, HT has served as a home for over 55 local arts and humanities organizations. The current 30 Resident Companies perform in a wide variety of genres and cultural traditions and represent the wide diversity of arts and culture organizations in Chicago. We subsidize by more than 60% all rental, production, and marketing costs for our Resident Companies as well as provide them with professional development and training opportunities. Our work supports these small to midsize companies and ensures their longevity in an ever-shifting arts ecosystem. To celebrate our community of Resident Companies, we kicked our 2023-24 20th Anniversary Season off with our first ever Harris Fest: Music + Dance in the Park, which transformed Millennium Park into a joyful celebration of Chicagos vibrant arts ecosystem. Throughout the day, nearly 15,000 visitors experienced the tour de force that is the Harris community-from Resident Companies to the independent Chicago artists and local partners who made the day so special. Over 400 musicians and dancers were featured in 27 separate performances from 19 participating Resident Companies and 9 Community Partners in a memorable celebration with the organizations and audiences who are at the core of our work and mission. 4007717 0 1342849 Harris Theather Presents: Presenting Diverse Voices - In addition to the support we offer to our Resident Companies , our own Harris Theater Presents (HTP) series brings the highest caliber artists from every corner of the world to Chicago to tell stories of human experiences from a multitude of perspectives. Representing over 32 countries across six continents, HTP brings ambitious international projects, new commissions, and co-productions to the HT stage, the rooftop, the iconic Pritzker Pavilion, and the HT Virtual Stage. The 2023-24 20th Anniversary Season welcomed to the stage some of the most prolific artistic voices of our time and featured a diverse range of artists and genres from around the world. The Theater produced 27 HTP performances during the 2023-24 Season. Highlights included Akram Khan Companys long-awaited debut on the Harris stage with three performances of Jungle Book reimagined, a new work based on the much-lover story by Rudyard Kipling told through the eyes of a refugee child caught in a world devastated by climate change. Also performing at the Harris for the first time were the Los Angeles Master Chorale with Music to Accompany a Departure directed by Peter Sellars, and Black Grace, New Zealands leading contemporary dance company with their work, Paradise Rumour, which explores the systemic challenges and prejudices facing Pacific Islanders in New Zealand.The Mainstage series closed with the return of New York City Ballet to the Harris for the first time since their performance on the inaugural Harris Theater Presents season in 2006. 1555790 0 55952 Community Engagement Programs: Generating Lasting Community Impact - Woven through each aspect of the Theaters work work are Community Engagement programs that ensure our multicultural programming reaches as many Chicago community members as possible. Our Mix at Six and Family Series break down barriers for patrons to experience the arts in an inclusive environment for all ages and abilities. Our free Arts Education Partnerships build pathways for youth to study the arts via internships, masterclasses, and artistic residency initiatives. We also partner with local community organizations to make programming accessible to patrons of all income levels through the Access Tickets program. Above all, our commitment to DEIA principles permeates our vision to make HT truly inclusive and accessible to our community. In addition to the two accessible concert series, HT provided nine free community engagement and educational activities throughout the 2023-24 Season, including a masterclass with dancers from the Akram Khan Company at Chicago High School for the Arts and an evening residency with Joseph Conyers for music students at the Merit School of Music and Chicago Musical Pathways Initiative. HT distributed 1,215 ree Access Tickets to Community Partner organizations during the season. 9922128 true true false false false false false true false true true false false false true true true false false false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false false true 43 0 true 228 true false false false false false true true false false false false false false X 34 33 true false false false false false false true true false false true true true true true true true true false IL X LAURA HANSSEL 3123347777 205 E RANDOLPH DR CHICAGO IL 60601 MS LORI DIMUN PRESIDENT & CEO 40.00 X X X 302500 0 15877 MS MERRILLYN J KOSIER CHAIRMAN 10.00 X X 0 0 0 MR PETER M ELLIS EXECUTIVE VICE CHAIR 5.00 X X 0 0 0 MS CLAIRE O'GRADY VICE CHAIR 5.00 X X 0 0 0 MS SUNITHA THOMAS SECRETARY 5.00 X X 0 0 0 MS SUSAN ROE LAPE ASSISTANT SECRETARY 40.00 X X X 166600 0 5417 MS SARA ALBRECHT TREASURER 5.00 X X 0 0 0 MS LAURA HANSSEL ASSISTANT TREASURER AND CFO 40.00 X X X 234000 0 12735 MS ALAINA ANDERSON TRUSTEE 1.00 X 0 0 0 MS KATHRYN KOVITZ ARNOLD TRUSTEE 1.00 X 0 0 0 MR BERNARD BARTILAD TRUSTEE 1.00 X 0 0 0 MR KORI COLEMAN TRUSTEE 1.00 X 0 0 0 MS LOUISE B FRANK TRUSTEE 1.00 X 0 0 0 MR ROBERT J GAUCH JR TRUSTEE 1.00 X 0 0 0 MR TED GRADY TRUSTEE 1.00 X 0 0 0 MS SANDRA P GUTHMAN TRUSTEE 1.00 X 0 0 0 MS CARYN HARRIS TRUSTEE 1.00 X 0 0 0 MS JOAN W HARRIS TRUSTEE 1.00 X 0 0 0 MR TERELL JOHNSON TRUSTEE (EX-OFFICIO) 1.00 X 0 0 0 MS SHERRY JURSA TRUSTEE 1.00 X 0 0 0 MS CHRISTINE N EVANS KELLY TRUSTEE 1.00 X 0 0 0 MR FRANCO LA MARCA TRUSTEE 1.00 X 0 0 0 MR MICHAEL MCSTRAW TRUSTEE 1.00 X 0 0 0 MS SARAH SOLOTAROFF MIRKIN TRUSTEE 1.00 X 0 0 0 MS ALEXANDRA C NICHOLS TRUSTEE 1.00 X 0 0 0 MR KENNETH R NORGAN TRUSTEE 1.00 X 0 0 0 MR GREGORY J O'LEARY TRUSTEE 1.00 X 0 0 0 MS ABBY MCCORMICK O'NEIL TRUSTEE 1.00 X 0 0 0 MR KWAKU OSEBREH TRUSTEE (EX-OFFICIO) 1.00 X 0 0 0 MR SCOTT RAFFERTY TRUSTEE 1.00 X 0 0 0 MS NANCY SANTI TRUSTEE 1.00 X 0 0 0 MR JAI SHEKHAWAT TRUSTEE 1.00 X 0 0 0 MR JOHN Q SMITH TRUSTEE 1.00 X 0 0 0 MR DAVID SNYDER TRUSTEE 1.00 X 0 0 0 MS MARILYN FATT VITALE TRUSTEE 1.00 X 0 0 0 MS MARIA ZEC TRUSTEE 1.00 X 0 0 0 MR ANTHONY J MONTOURI IATSE STEWARD 40.00 X 135133 0 0 MS EMILY MACALUSO VP OF OPERATIONS & PRODUCT 40.00 X 127200 0 21920 MR EDWARD MLAKAR CHIEF ENGINEER 40.00 X 115133 0 6044 1080566 0 61993 6 false true false The Monteverdi Choir & Orchestras Ltd Level 12 20 Bank Street London UK Artistic Services 203138 AK Foundation For Dance Inc 70 Reardon York Est Canaan NY 12029 Artistic Services 125000 Orange Tricycle LLC 1631 East Old Shakopee Road Bloomington MI 55425 Production Services 116685 Chamber Music Society of Lincoln Center 70 Lincoln Center Plaza 10th Floor New York NY 10023 Artistic Services 106395 Computers Nationwide 1175 Corporate Woods Pkwy Suite 100 Vernon Hills IL 60061 IT Services 104289 6 911492 2734570 8320 3646062 Theather Box Office 711190 1398801 0 0 Usages Fees 711190 670872 0 0 2069673 716809 0 716809 474197 0 474197 474197 474197 13451858 12726882 724976 724976 0 0 724976 352308 911492 352308 0 0 0 195112 62313 132799 132799 7764516 2202472 0 1915982 1142560 865783 126356 150421 2092107 1585312 231365 275430 116691 88424 12905 15362 272974 206849 30188 35937 231384 175333 25589 30462 5960 5039 381 540 109874 92888 7025 9961 2334377 2161589 63342 109446 705284 613313 23552 68419 165226 124350 11694 29182 850467 762630 39669 48168 553675 477638 4077 71960 7792 5532 1000 1260 914106 667297 109693 137116 1693330 1659461 16936 16933 304320 222154 36518 45648 Subsidies 125050 125050 0 0 Bad Debt 5000 3550 642 808 Bad Debt Ticket Sales 25001 17750 3209 4042 Merchant Fees 84390 59916 10831 13643 8320 2270 145 5905 11747888 9922128 755117 1070643 X 187892 98387 618626 1052085 1859139 1053558 37856 41622 20596 50964 62649997 30798680 33428114 31851317 22728495 22351504 473212 473212 59353930 56972649 417454 654540 496356 521678 20000000 20000000 343712 343712 21257522 21519930 X 28985357 27584159 9111051 7868560 38096408 35452719 59353930 56972649 -3983372 1339683 X false true true false X 0 4994120 2760989 5630443 4871726 3646062 21903340 0 0 4994120 2760989 5630443 4871726 3646062 21903340 4805566 17097774 1248812 919422 1123465 1086859 1191006 5569564 0 0 27472904 0.62240 0.52690 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 183484 X false 5500000 639189 639189 5500000 5500000 466040 466040 5500000 5500000 587928 587928 5500000 5500000 956841 956841 5500000 5500000 25752 25752 5500000 0.00000 1.00000 0.00000 true false 0 0 60135470 28350574 31784896 2514527 2448106 66421 31851317 Operating Lease Liability 343712 343712 X 9166512 1339683 1339683 7826829 -62313 -62313 7764516 11810201 62313 62313 11747888 11747888 Pt V, Line 4 The intended use of the organizations endowment funds is for general operating costs. Pt X, Line 2 The Theater is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code(the Code) and is exempt from income taxes on related income pursuant to Section 501(a) of the Code. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Theater may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Theater, the continued tax-exempt status of the bond issued by the Theater, and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes and accounting in interim periods. At June 30, 2024 and 2023, management has determined that there are no uncertain tax positions. The Theater files annual information returns in the U.S. federal jurisdiction and the state of Illinois. Pt XI, Line 4b Cost of Goods Sold $-62,313. Pt XII, Line 2d Cost of Goods Sold $62,313. Pt III, Line 4 Collections include donations, program revenue and investment income and are utilized to support and further the organizations mission. 20th Anniversary Gala 1263800 911492 352308 17597 128239 750 205722 1263800 911492 352308 17597 128239 750 205722 352308 0 X X X X false false false false false false false true false MS LORI DIMUN 275000 0 27500 0 0 0 12100 0 3777 0 318377 0 0 0 MS SUSAN ROE LAPE 161600 0 5000 0 0 0 3329 0 2088 0 172017 0 0 0 MS LAURA HANSSEL 214000 0 20000 0 0 0 9580 0 3155 0 246735 0 0 0 Pt I Line 7 The bonus paid to the President was determined using a Board Compensation Committee and review of other Forms 990. Bonuses for staff were based on perfomance review results and were in tandem with historical and market based activity. A ILLINOIS FINANCE AUTHORITY 861091967 45200BLT3 2005-05-11 20000000 REFINANCE OF CONSTRUCTION LOAN false false false A 20000000 371884 19628116 2005 false false true true A false false false false 0.00000 0.00000 0.00000 true false 0.00000 false A false false false false true false 0.000000000000 false 0.000000000000 false false A false Other Scheduler K , Part I , Bond Issues: ( a ) Issuer Name: Illinois Finance Authority ( f ) Description of Purpose: Refinance of construction loan payable Other FORM 990, PART I: The mission of Joan W. and Irving B. Harris Theater for Music and Dance (HT) is to be Chicagos primary residence for music and dance, connecting diverse audiences with outstanding artists from across the city, the nation, and the world. A commitment to excellence in all production areas alongside the Harris adaptable architectural design has made the Harris a sought-after venue for important civic and cultural events. Organizations that present their engagements at the Harris bring unique opportunities for dialogue between Chicagoans and the worlds leading artists, thinkers, and innovators. The Harris Theater opened in 2003 as the first new multi-use performance venue built in downtown Chicago since 1929. Today, the Harris provides the most robust and diverse arts and cultural offerings of any venue in the Midwest. The Theaters mission is delivered through three intersecting strategies: curating a presenting series designed to offer an engaging array of genres and styles, collaborating with local companies who consider the Harris their Chicago performance home, and providing educational and accessible opportunities for everyone. Pt VI, Line 2 Joan W. Harris and Louise Frank have a family relationship. Pt VI, Line 11b On September 12 2024, the Board of Trustees of the Harris Theater approved a resolution that, with the Fiscal year ended June 30 2024, gave the Audit Committee of the Board the authority to review the federal Form 990 and Illinois Form AG990IL on the Boards behalf. The Audit committee of the Board of Trustees met with representatives of Prado & Renteria CPAs, who prepared the Form 990 to conduct that review. The extent of that review included covering key issues. The complete Form 990 was then made available to all Board members who had ample time to review, ask question and/or suggest revisions before the Form 990 was filed with the IRS. Pt VI, Line 12c Music and Dance Theater Chicago,Inc.s (MADTC) conflict of interest policy addresses transactions and arrangements involving MADTCs trustees, officers and any other managers or supervisors identified by the Board of Trustees or the President as exercising substantial influence over the operations of MADTC (Covered Persons ). Each Covered Person upon becoming such shall prepare, sign and submit a Conflict of Interest Questionnaire. In addition, each covered person shall promptly and fully disclose all material facts of every actual or potential conflict of interest:(I) That arises while he/she is a Covered Person, at the time such actual or potential conflict arises; and;(II) Annually by preparing, signing and submitting a Conflict of Interest Questionnaire. All disclosures involving a transaction or arrangement being considered at a meeting of the Board of Trustees or of a board committee shall be made to all members present at such meeting. All other disclosures shall be made to the President (who shall disclose his or her conflicts to the Board of Trustees). A Covered Person who is in doubt as to the existence of a conflict of interest is encouraged to disclose all facts pertaining to the transaction or arrangement before undertaking the transaction or arrangement or making any decision in the matter. Each Covered Person shall sign a statement acknowledging that he or she has received a copy of this Policy, has read and understands it, and agrees to comply with it. If the Board of Trustees has reasonable cause to believe that a Covered Person has failed to comply with this Policy, the Board may counsel the Covered Person regarding such failure and, if the issue is not resolved to the Boards satisfaction, may consider additional corrective action as appropriate. Conflict of interest information is collected annually and throughout the year when new trustees come on. Pt VI, Line 15a With respect to compensation of the CEO/Executive Director on an ongoing basis, post-hiring, the Board of Trustees has delegated overall responsibility for establishing such compensation to the Executive Committee. To carry out this assignment, the Executive Committee utilizes an ad hoc compensation subcommittee(the compensation subcommittee), consisting of former and current Board Chairs, along with board members bearing special expertise in the area of compensation, to review and determine the compensation of the CEO/Executive Director. To determine the compensation of the CEO/Executive Director, the compensation sub-committee has successfully employed a number of tools and resources, including without limitation, a review of compensation for similar positions at similar organizations, drawing upon data from Form 990s for such organizations; the compensation committee, as a matter of policy, retains the option of utilizing independent compensation consultants and compensation surveys or studies, when it determines that it is appropriate to supplement data from other resources. Each year, the compensation subcommittee reviews the compensation of the CEO/Executive Director in conjunction with the review of the performance of the CEO/Executive Director, including accomplishments, achievement of goals, and opportunities for improvement. After the completion of such review, the compensation subcommittee reports its findings and recommendations to the Executive Committee, which then determines the compensation of the CEO/Executive Director for the ensuing year. At the beginning of each fiscal year, the Board Chair reports to the Board of Trustees the actions taken by the Executive Committee. Pt VI, Line 15b Harris Theaters process to determine compensation for officers and key employees consists of two main components. The CEO leads an annual review with the individuals that includes assessment of performance vs prior year goals and goal setting for the upcoming year; and an assessment of salary level including utilization of external resources to benchmark salary data and evaluate whether the organization is meeting or exceeding market benchmark. Additionally, similar processes are conducted by the CEO in partnership with respective supervisors for all positions within the organization. Through completion of these processes, Harris Theater establishes and finalizes the annual salary structure for the theater. Pt VI, Line 19 The Theater makes its governing documents, conflict of interest policy, and financial statements available to the public upon request for the same period of disclosure as set forth in section 6104(d). The Theater applies for numerous grants from foundations as well as governmental bodies and provides such documents in that application process. Web sites such as GuideStar also have relevant documents of the Theater. Form 990, Part IX, Line 11g ARTISTIC FEES 1795884. 1795884. Form 990, Part IX, Line 11g PROFESSIONAL SERVICES 257087. 94415. 63342. 99330. Form 990, Part IX, Line 11g TECHNICAL REQUEST 281406. 271290. 0. 10116.