2025-10-01T11:41:28-05:00 2025-06-30 411534805 CARPENTER EVERT & ASSOCIATES LTD 7760 FRANCE AVE S SUITE 940 BLOOMINGTON MN 55435 990 2024-07-01 410945277 SCHUBERT CLUB THE SCHU 6512923267 75 W 5TH ST SUITE 302 ST PAUL MN 551021423 ANN JUERGENS PRESIDENT 6512923267 2025-09-30 1 0 MATT PILLSBURY P01565609 9528310085 2025-09-30 2024 2025-03-06 01:10:19Z ANN JUERGENS 75 W 5TH ST SUITE 302 ST PAUL MN 551021423 4934151 0 X WWW.SCHUBERT.ORG X 1915 MN 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. 32 32 32 100 0 0 2258658 2838942 539744 386052 1068133 1195392 30318 33845 3896853 4454231 88446 95044 0 0 1230636 1285834 0 0 231510 1421744 1309156 2740826 2690034 1156027 1764197 27439529 31216735 806449 746306 26633080 30470429 X SCHUBERT 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 MUSUEM EXHIBITS. 0 0 1333188 419897 CONCERTSSCHUBERT CLUB PRESENTED A TOTAL OF 55 CONCERTS DURING THE 2024-25 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 2024-25 WERE HELD AT A VARIETY OF VENUES IN BOTH MINNEAPOLIS AND SAINT PAUL.SCHUBERT CLUB'S COURTROOM CONCERT SERIES IS NAMED FOR ITS REGULAR LOCATION IN A HISTORIC FORMER 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.A SEASON HIGHLIGHT WAS A SERIES THAT FEATURED THE INTERNATIONALLY RESPECTED JERUSALEM QUARTET PERFORMING ALL 15 SHOSTAKOVICH STRING QUARTETS OVER A SERIES OF FIVE CONCERTS IN ST PAUL DURING MARCH AND APRIL. 428657 MUSIC EDUCATION AND COMMUNITY ENGAGEMENTSCHUBERT CLUB BELIEVES THAT MUSIC EDUCATION AND ARTS ACCESS ARE ESSENTIAL COMPONENTS OF A CULTURALLY RICH AND VIBRANT COMMUNITY. PROJECT CHEER OFFERED FREE MUSIC LESSONS AT THE HALLIE Q. BROWN COMMUNITY 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 2024-25.SEE SCHEDULE O FOR 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. FAMILYJAM IS 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 RECORDED AND ADDED TO THE COLLECTION OF FREE, ONLINE VIRTUAL LEARNING EXPERIENCES THAT SHOWCASE INSTRUMENTS FROM THE MUSIC MUSEUM.STUDENT SCHOLARSHIPSTHE BRUCE P. CARLSON STUDENT SCHOLARSHIP COMPETITION, HELD ANNUALLY SINCE 1922, ATTRACTED ALMOST 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 FIVE STUDENTS, WITH GRANTS FOR THESE PROGRAMS TOTALING OVER $20,000. 362294 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. A NEW MULTIMEDIA EXHIBIT, "LETTERS ALIVE", FEATURING THE GILMAN ORDWAY MANUSCRIPT COLLECTION WAS ADDED IN APRIL. ADMISSION TO THE MUSIC MUSEUM IS FREE, AND MORE THAN 10,000 VISITORS ATTENDED IN 2024-25. 2124139 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 106 0 1 32 1 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X JANET PETERSON 6512923267 75 WEST 5TH STREET NO 302 ST PAUL MN 55102 AARON BROWN DIRECTOR 1.00 X 0 0 0 ANNE KRUGER VP MUSEUM 1.00 X 0 0 0 ANNE VARS DIRECTOR 1.00 X 0 0 0 BRAXTON HAULEY DIRECTOR 1.00 X 0 0 0 BRIAN HORRIGAN DIRECTOR 1.00 X 0 0 0 CATHERINE FURRY DIRECTOR 1.00 X 0 0 0 CLEA GALHANO DIRECTOR 1.00 X 0 0 0 DONNA ZIMMERMAN DIRECTOR 1.00 X 0 0 0 DOROTHY HORNS DIRECTOR 1.00 X 0 0 0 ERIC WON VP DEI 1.00 X 0 0 0 JOANNA CORTRIGHT VP EDUCATION 1.00 X X 0 0 0 JOHN NUECHTERLEIN VP FINANCE & INVESTMENT 1.00 X X 0 0 0 JONATHAN PALMER DIRECTOR 1.00 X 0 0 0 KARL REICHERT DIRECTOR 1.00 X 0 0 0 KATIE CONDON DIRECTOR 1.00 X 0 0 0 LAURA MCCARTEN PRESIDENT 1.00 X X 0 0 0 MARIA TROJE POITRAS VP MARKETING & DEVELOPMENT 1.00 X X 0 0 0 MICHAEL MANNS VP AUDIT & COMPLIANCE 1.00 X X 0 0 0 NANCIE LITIN SECRETARY 1.00 X X 0 0 0 PATRICIA DURST DIRECTOR 1.00 X 0 0 0 REYNOLDS-ANTHONY HARRIS DIRECTOR 1.00 X 0 0 0 RICHARD EVIDON VP ARTISTIC 1.00 X X 0 0 0 SETH LEVIN DIRECTOR 1.00 X 0 0 0 STEPHEN MENYA DIRECTOR 1.00 X 0 0 0 SUZANNA ALTMAN DIRECTOR 1.00 X 0 0 0 VAUGHN ORMSETH DIRECTOR 1.00 X 0 0 0 ANDREW LANG DIRECTOR 1.00 X 0 0 0 ANN JUERGENS VP NOMINATING & GOVERNANCE 1.00 X X 0 0 0 CHRISTINA TEMPERANTE DIRECTOR 1.00 X 0 0 0 JACOB HELLER DIRECTOR 1.00 X 0 0 0 LAURA KRIDER DIRECTOR 1.00 X 0 0 0 PAMELA FLETCHER BUSH DIRECTOR 1.00 X 0 0 0 BARRY KEMPTON ARTISTIC AND EXECUTIVE DIR 40.00 X 178475 0 45056 JANET PETERSON BUSINESS MANAGER 40.00 X 80341 0 23792 AMY MARRET DIRECTOR OF DEVELOPMENT 40.00 X 105461 0 12344 364277 0 81192 2 0 1 0 0 150626 2688316 2838942 CONCERT TICKET SALES 711130 382902 382902 OTHER SALES 711130 3150 3150 386052 772527 772527 902785 479920 422865 422865 422865 MISCELLANEOUS 711130 33845 33845 33845 4454231 419897 0 1195392 95044 95044 386311 123858 117386 145067 613309 559784 37134 16391 85797 54685 15178 15934 126674 87117 27564 11993 73743 50704 10997 12042 35168 21300 13868 96074 92634 3440 20151 560 17286 2305 54956 6477 48479 88418 78831 5129 4458 23811 4281 16152 3378 39835 39835 31128 6302 24826 GUEST ARTISTS 465482 463837 210 1435 PRODUCTIONS COSTS 421139 405922 150 15067 SPONSORSHIPS 24818 24818 ELECTRICITY AND FACILIT 8150 8150 26 26 2690034 2124139 334385 231510 207681 119217 2036583 1980003 291146 139507 1032 7436 24221 21181 1387582 973518 412899 414064 23495741 27627415 970226 907912 27439529 31216735 98610 98132 241232 262854 466607 385320 806449 746306 X 10144107 12542035 16488973 17928394 26633080 30470429 27439529 31216735 X 1764197 2119352 -61328 15128 X 0 1 X 1 0 X 2963363 2838087 1428038 2258658 2838942 12327088 2963363 2838087 1428038 2258658 2838942 12327088 2916866 9410222 417063 513202 517920 689796 772527 2910508 28180 35449 57851 30318 33845 185643 15423239 1773562 0.61010 0.65890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RENT SUBSIDY AND MISCELLANEOUS - 2020 AMOUNT: $ 28,180. 2021 AMOUNT: $ 35,449. 2022 AMOUNT: $ 57,851. 2023 AMOUNT: $ 30,318. 2024 AMOUNT: $ 33,845. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 1911 0 0 0 1911 0 X X X X 0 23424401 141000 3062230 840444 25787187 21435187 1533 2774239 786558 23424401 19534307 585170 2059386 743676 21435187 22315558 1000520 -3086827 694944 19534307 16932334 1410995 4429125 456896 22315558 0.33000 0.67000 1 0 1041582 873483 168099 346000 100035 245965 414064 LEASE LIABILITY 385320 385320 X 6591017 2119352 63634 15128 2198114 4392903 61328 61328 4454231 2753668 63634 63634 2690034 0 2690034 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 1 BRUCE P CARLSON STUDENT SCHOLARSHIP 47 71750 FINANCIAL ASSISTANCE FOR MUSIC ED 41 23294 1 X X X X 0 0 0 0 0 0 0 0 0 BARRY KEMPTON ARTISTIC AND EXECUTIVE DIR 178475 0 0 0 0 0 17848 0 27208 0 223531 0 0 0 PART I, LINE 3 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. LAURA SEWELL BOARD MEMBER 800 ARTIST FEE 0 CLEA GALHANO BOARD MEMBER 250 ARTIST FEE 0 LAURA KRIDER BOARD MEMBER 1125 ARTIST FEE 0 FORM 990, PART VI, SECTION A, LINE 4 ELIMINATE SUBCOMMITTEES. TERM LIMITS FOR COMMUNITY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD WILL RECEIVE A COPY OF THE FORM 990 PRIOR TO THEIR SEPTEMBER MEETING. 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 STATEMETNS AVAILABLE TO THE PUBLIC UPON REQUEST, AT THE DISCRETION OF THE ARTISTIC & EXECUTIVE DIRECTOR FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF COMMUNITY FOUNDATION HOLDINGS 15,128.