2022-11-02T11:07:56-05:00 2022-06-30 411534805 CARPENTER EVERT & ASSOCIATES LTD 7760 FRANCE AVE S SUITE 940 BLOOMINGTON MN 55435 990 2021-07-01 410945277 SCHUBERT CLUB THE SCHU 6512923267 75 W 5TH ST SUITE 302 ST PAUL MN 551021423 CATHERINE FURRY PRESIDENT 6512923267 2022-11-02 1 CATHERINE FURRY 999009999 MATT PILLSBURY P01565609 9528310085 2022-11-02 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CATHERINE FURRY 75 W 5TH ST SUITE 302 ST PAUL MN 551021423 5805982 0 X WWW.SCHUBERT.ORG X 1915 MN 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 MUSEUM EXHIBITS. 33 33 27 80 0 0 2963363 2838087 31250 391431 864134 807241 28180 27159 3886927 4063918 59460 61030 0 0 963342 1005451 0 0 192832 902963 1201673 1925765 2268154 1961162 1795764 25205152 22801473 649491 382428 24555661 22419045 X 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 AND DIVERSE ORGANIZATION WHOSE CONCERTS, MUSEUM AND EDUCATION PROGRAMS PROVIDE A TRULY INCLUSIVE SPACE FOR PEOPLE OF ALL AGES AND BACKGROUNDS TO ENGAGE WITH MUSIC IN ITS MANY FORMS. 0 0 1186039 53500 383141 CONCERTSSCHUBERT CLUB'S 2021-22 CONCERT PROGRAMMING WENT FORWARD AS SCHEDULED DESPITE STARTING THE YEAR WITH UNCERTAINTY AROUND COVID DISRUPTIONS FOR BOTH ARTISTS AND AUDIENCES. ALL REGULAR SERIES CONCERTS TOOK PLACE IN FRONT OF LIVE AUDIENCES. IN ADDITION, SCHUBERT CLUB PRODUCED AND PRESENTED AN 8-CONCERT DIGITAL SERIES. SCHUBERT CLUB'S INTERNATIONAL ARTIST SERIES (IAS), 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.SCHUBERT CLUB'S MUSIC IN THE PARK SERIES IS ONE OF THE FEW DEDICATED CHAMBER MUSIC SERIES IN MINNESOTA, AND 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 REMARKABLE AND INTIMATE PERFORMANCES IN NON-TRADITIONAL VENUES FEATURING AN ECLECTIC RANGE OF ARTISTS WHO ARE CURRENTLY INFLUENCING THE MUSICAL LANDSCAPE.SCHUBERT CLUB'S COURTROOM CONCERT SERIES IS NAMED FOR ITS REGULAR LOCATION IN A HISTORIC COURTROOM AT LANDMARK CENTER IN SAINT PAUL, MN. TO ALLOW AUDIENCE AND ARTISTS MORE SPACE, THE 2021-22 CONCERTS WERE LOCATED IN LANDMARK CENTER'S MAIN FLOOR CORTILE. THIS WEEKLY SERIES OF FREE, NOON-TIME CONCERTS FEATURES MINNESOTA-BASED MUSICIANS AND COMPOSERS.ACCORDO IS A HIGHLY REGARDED STRING ENSEMBLE COMPRISED OF PRESENT AND FORMER PRINCIPALS OF THE SAINT PAUL CHAMBER ORCHESTRA AND MINNESOTA ORCHESTRA. SCHUBERT CLUB PRESENTS ACCORDO IN WESTMINSTER PRESBYTERIAN CHURCH, ICEHOUSE AND THE ORDWAY.IN NOVEMBER 2021 THE DANISH STRING QUARTET PLAYED THE BEETHOVEN QUARTET CYCLE IN SIX CONCERTS TO SOLD-OUT AUDIENCES, COMPLETING A RESIDENCY THAT HAD BEEN TWICE DELAYED DUE TO COVID IN PRIOR SEASONS. THE SCHUBERT CLUB FEATURED ARTIST FOR THE 2021-22 SEASON WAS ICELANDIC PIANIST VIKINGUR OLAFSSON, WHO PLAYED RECITALS AT THE ORDWAY IN SAINT PAUL AND ARIA IN MINNEAPOLIS, AND LED A PIANO MASTER CLASS FOR HIGH SCHOOL STUDENTS. 301542 7530 MUSIC EDUCATION AND COMMUNITY ENGAGEMENTSCHUBERT CLUB BELIEVES THAT MUSIC EDUCATION AND ARTS ACCESS ARE ESSENTIAL COMPONENTS OF LIVING IN A CULTURALLY RICH AND HEALTHY COMMUNITY. PROJECT CHEER, IN ITS 53RD YEAR, OFFERED FREE PIANO AND GUITAR LESSONS FOR APPROXIMATELY 100 STUDENTS IN GRADES PRE-K AND 3-12 AT THE HALLIE Q. BROWN/MARTIN LUTHER KING COMMUNITY CENTER.KIDSJAM IS AN INTERACTIVE PROGRAM FOR KIDS AGES 5-12 TO PLAY, LISTEN, LEARN AND CREATE WITH MUSIC. DURING ITS 8TH SEASON, 20 KIDSJAM WORKSHOPS WERE LED BY A DIVERSE ARRAY OF MUSICIANS AND TEACHING ARTISTS. IN ADDITION TO IN-PERSON LEARNING, SCHUBERT CLUB PRODUCED 4 NEW MUSEUM MINIS, FREE VIRTUAL 15-MINUTE INTERACTIVE SESSIONS, AVAILABLE PERMANENTLY ON THE WEBSITE, FOR ALL AGES TO LEARN ABOUT INSTRUMENTS FROM THE SCHUBERT CLUB MUSIC MUSEUM.STUDENT SCHOLARSHIPSTHE BRUCE P. CARLSON STUDENT SCHOLARSHIP COMPETITION, HELD ANNUALLY SINCE 1922, ATTRACTED 175 STUDENT MUSICIANS FROM THE FIVE-STATE REGION, FROM JUNIOR HIGH TO GRADUATE SCHOOL LEVEL. 34 SCHOLARSHIPS WITH A TOTAL VALUE OF $53,500 WERE AWARDED TO COMPETITION WINNERS IN SIX CATEGORIES. SCHUBERT CLUB ALSO AWARDED GRANTS THAT TOTALED $7,230 FOR STUDENT PARTICIPATION AT THREE SAINT PAUL SUMMER MUSIC PROGRAMS, ONE MUSICAL PROMISE SCHOLARSHIP, AND THREE JAZZ PIANO SCHOLARSHIPS, FOR AN ADDITIONAL TWELVE STUDENT SCHOLARSHIPS. 292146 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 LETS VISITORS EXPLORE AND PLAY INSTRUMENTS FROM AROUND THE GLOBE; AND THE KEYBOARD JOURNEY, WHICH ALLOWS VISITORS TO INTERACTIVELY EXPERIENCE THE SCHUBERT CLUB COLLECTION OF HISTORIC KEYBOARDS AND MANUSCRIPTS. 1779727 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 102 0 1 27 1 0 0 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X JANET PETERSON 6512923267 75 WEST 5TH STREET NO 302 ST PAUL MN 55102 VAUGHN ORMSETH DIRECTOR 1.00 X 0 0 0 ANN JUERGENS DIRECTOR 1.00 X 0 0 0 ANNE HUNTER DIRECTOR 1.00 X 0 0 0 BIRGITTE CHRISTIANSON VP MARKETING & DEVELOPMENT 1.00 X X 0 0 0 BRAXTON HAULCY DIRECTOR 1.00 X 0 0 0 BRIAN HORRIGAN VP MUSEUM 1.00 X X 0 0 0 CATHERINE FURRY PRESIDENT 1.00 X X 0 0 0 CLEA GALHANO DIRECTOR 1.00 X 250 0 0 DAMEUN STRANGE DIRECTOR 1.00 X 0 0 0 DAVID WHEATON VP AUDIT & COMPLIANCE 1.00 X X 0 0 0 DOROTHY HORNS DIRECTOR 1.00 X 0 0 0 DOUG FLINK VP FINANCE & INVESTMENT 1.00 X X 0 0 0 ERIC LIND DIRECTOR 1.00 X 0 0 0 FAYNEESE MILLER DIRECTOR 1.00 X 0 0 0 JANA SACKMEISTER DIRECTOR 1.00 X 0 0 0 JOANNA CORTRIGHT DIRECTOR 1.00 X 0 0 0 JONATHAN PALMER DIRECTOR 1.00 X 0 0 0 KARL REICHERT DIRECTOR 1.00 X 0 0 0 KAY SAVIK RECORDING SECRETARY 1.00 X X 0 0 0 LAURA MCCARTEN DIRECTOR 1.00 X 0 0 0 LAURA SEWELL VP ARTISTIC 1.00 X X 260 0 0 LIBBY LARSEN DIRECTOR 1.00 X 2850 0 0 LYNDEL KING DIRECTOR 1.00 X 0 0 0 LYNNE BECK VP NOMINATING & GOVERNANCE 1.00 X X 0 0 0 MARIA TROJE DIRECTOR 1.00 X 0 0 0 MARK ANEMA DIRECTOR 1.00 X 0 0 0 NANCY ORR DIRECTOR 1.00 X 0 0 0 PATRICIA DURST DIRECTOR 1.00 X 0 0 0 RICHARD EVIDON DIRECTOR 1.00 X 0 0 0 SETH LEVIN VP STRATEGIC PLANNING COMMITTEE 1.00 X X 0 0 0 SOOK JIN ONG VP DIVERSITY AND INCLUSION 1.00 X X 0 0 0 SUZANNA ALTMAN VP EDUCATION 1.00 X X 0 0 0 TIMOTHY WICKER DIRECTOR 1.00 X 0 0 0 BARRY KEMPTON ARTISTIC & EXECUTIVE DIRECTOR 40.00 X 170693 0 39527 JANET PETERSON BUSINESS MANAGER 40.00 X 78482 0 21819 252535 0 61346 1 0 1 0 0 652719 2185368 61712 2838087 CONCERT TICKET SALES 711130 379700 379700 REGISTRATION FEES 711130 8290 8290 OTHER SALES 711130 3441 3441 391431 513202 513202 2036103 1742064 294039 294039 294039 MISCELLANEOUS 711130 27159 27159 27159 4063918 418590 0 807241 61030 61030 310521 136643 131834 42044 538539 419727 15505 103307 42555 32996 3700 5859 56181 46060 1869 8252 57655 39066 8442 10147 35022 696 34326 102954 94612 8342 21457 265 19137 2055 50203 4015 46188 79505 70020 5247 4238 9562 2961 6392 209 32768 32768 26488 26488 GUEST ARTISTS 422857 421757 1100 PRODUCTIONS COSTS 399425 392135 11 7279 SPONSORSHIPS 16195 16195 ELECTRICITY AND FACILIT 8781 8781 -3544 -3544 2268154 1779727 295595 192832 1393 179270 1580267 2149319 787967 876115 5203 839 18059 15012 1195265 860938 287711 334327 21719561 18732895 250000 0 554991 513696 25205152 22801473 120951 117657 387883 264771 140657 0 649491 382428 X 8019613 8122637 16536048 14296408 24555661 22419045 25205152 22801473 X 1795764 -3851684 364 -39766 -41295 X 0 1 X 1 0 X 1420638 1314859 1127471 2963363 2838087 9664418 1420638 1314859 1127471 2963363 2838087 9664418 793198 8871220 372991 423517 418236 417063 513202 2145009 6865 10380 6470 23715 22266 34250 24438 28180 35449 144583 11977725 1821605 0.74060 0.65000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RENT SUBSIDY AND MISCELLANEOUS - 2017 AMOUNT: $ 22,266. 2018 AMOUNT: $ 34,250. 2019 AMOUNT: $ 24,438. 2020 AMOUNT: $ 28,180. 2021 AMOUNT: $ 35,449. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 1911 0 0 0 1911 0 PART II-B, LINE 1: THE SCHUBERT CLUB IS A DUES-PAYING MEMBER OF MINNESOTA CITIZENS FOR THE ARTS, AN ORGANIZATION THAT SPONSORED "ARTS ADVOCACY DAY" AT THE STATE CAPITOL. X X X X 0 22315558 1000520 -3086827 694944 19534307 16932334 1410995 4429125 456896 22315558 16698351 6527 732491 505035 16932334 16333516 15000 998111 67400 580876 16698351 15448185 321022 1171775 63122 544340 16333516 0.13390 0.86610 1 0 1011582 802330 209252 104300 58608 45692 79383 79383 334327 X 198706 -3851684 67533 -41295 -3825446 4024152 39766 39766 4063918 2335322 67168 67168 2268154 0 2268154 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 34 53500 FINANCIAL ASSISTANCE FOR MUSIC ED 12 7530 1 X X X 0 0 0 0 0 0 0 0 0 BARRY KEMPTON ARTISTIC & EXECUTIVE DIRECTOR 170693 0 0 0 0 0 0 0 39527 0 210220 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. LIBBY LARSEN BOARD MEMBER 2850 COMPOSER COMMISSIONS 0 LAURA SEWELL BOARD MEMBER 260 ARTIST FEE 0 CLEA GALHANO BOARD MEMBER 250 ARTIST FEE 0 X 9 61712 FMV 0 0 0 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 15A 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. FY22 WAS YEAR 4 OF A 5-YEAR CONTRACT. 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 -41,295.