2021-10-11T09:01:52-05:00 2021-06-30 411534805 CARPENTER EVERT & ASSOCIATES LTD 7760 FRANCE AVE S SUITE 940 BLOOMINGTON MN 55435 990 2020-07-01 410945277 SCHUBERT CLUB THE SCHU 6512923267 75 W 5TH ST SUITE NO 302 ST PAUL MN 551021423 CATHERINE FURRY PRESIDENT 6512923267 2021-10-11 1 CATHERINE FURRY 999009999 MATT PILLSBURY P01565609 9528310085 2021-10-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CATHERINE FURRY 75 W 5TH ST SUITE NO 302 ST PAUL MN 551021423 5074138 0 X WWW.SCHUBERT.ORG X 1915 MN SCHUBERT CLUB CULTIVATES A PASSION FOR MUSIC AND FOSTERS AN ENGAGED COMMUNITY OF MUSIC ENTHUSIASTS THROUGH CONCERTS, MUSIC EDUCATION, MUSEUM EXHIBITS, AND STUDENT SCHOLARSHIPS. 33 33 26 80 0 0 1127471 2963363 348061 31250 545296 864134 24438 28180 2045266 3886927 23750 59460 0 0 965172 963342 0 0 191626 937588 902963 1926510 1925765 118756 1961162 19534084 25205152 648965 649491 18885119 24555661 X SCHUBERT CLUB CULTIVATES A PASSION FOR MUSIC AND FOSTERS AN ENGAGED COMMUNITY OF MUSIC ENTHUSIASTS THROUGH CONCERTS, MUSIC EDUCATION, MUSEUM EXHIBITS, AND STUDENT SCHOLARSHIPS. 0 0 904492 CONCERTSSCHUBERT CLUB'S 2020-21 CONCERT PROGRAMMING WAS SIGNIFICANTLY AFFECTED BY THE COVID-19 PANDEMIC. NO REGULAR SERIES CONCERTS (INTERNATIONAL ARTIST SERIES, MUSIC IN THE PARK SERIES, SCHUBERT CLUB MIX, ACCORDO, COURTROOM CONCERT SERIES) TOOK PLACE IN FRONT OF LIVE AUDIENCES. HOWEVER, SCHUBERT CLUB PRODUCED AND PRESENTED 28 DIGITAL CONCERTS THAT WERE VIEWED BY 40,000 HOUSEHOLDS. THESE CONCERTS INCLUDED MANY OF THE ARTISTS ORIGINALLY ENGAGED FOR LIVE PERFORMANCE IN ALL THE REGULAR SERIES. DEPENDING ON TRAVEL RESTRICTIONS AND ARTIST CIRCUMSTANCES, VIDEO PERFORMANCES WERE STREAMED LIVE OR RECORDED IN THE ORIGINAL PLANNED TWIN CITIES CONCERT LOCATIONS OR IN ARTISTS' HOME CITIES THROUGHOUT THE USA AND ABROAD. ALL CONCERT STREAMS WERE AVAILABLE TO VIEW ON YOUTUBE, FACEBOOK LIVE OR VIMEO WITHOUT CHARGE FOR A ONE-MONTH PERIOD. SCHUBERT CLUB'S INTERNATIONAL ARTIST SERIES (IAS) WAS ORIGINALLY LAUNCHED IN 1893. AS ONE OF ONLY A FEW RECITAL-FORMAT SERIES IN THE UNITED STATES, IT 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 JULIE HIMMELSTRUP 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 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 HIGHLY REGARDED STRING ENSEMBLE COMPOSED OF PRESENT AND FORMER PRINCIPALS OF THE SAINT PAUL CHAMBER AND MINNESOTA ORCHESTRAS. THE SCHUBERT CLUB FEATURED ARTISTS FOR THE 2020-21 SEASON WERE DAVID FINCKEL & WU HAN. IN ADDITION TO TWO ONLINE CONCERTS RECORDED IN NEW YORK IN MARCH 2021, THEY CURATED A SERIES OF FIVE LIVE OUTDOOR CONCERTS WHICH SCHUBERT CLUB PRESENTED FOR AUDIENCES IN THE SCHILLING AMPHITHEATER AT THE MINNESOTA STATE FAIRGROUNDS. TITLED "SCHUBERT REVEALED", THESE PROGRAMS REPACKAGED MUCH OF THE REPERTOIRE OF THEIR CANCELLED CONCERTS FROM EARLIER IN THE SEASON, AND FEATURED MANY OF THE EXCEPTIONAL GUEST ARTISTS THEY HAD INVITED TO PERFORM WITH THEM. BOTH THE AUDIENCE MEMBERS AND THE ARTISTS WERE THRILLED TO EXPERIENCE LIVE MUSIC TOGETHER FOR THE FIRST TIME IN OVER A YEAR. 265967 59460 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. SCHUBERT CLUB'S PROJECT CHEER, IN ITS 52ND YEAR, OFFERED FREE PIANO AND GUITAR LESSONS FOR APPROXIMATELY 100 STUDENTS IN GRADES 3-12 BOTH REMOTELY AND IN PERSON AT THE HALLIE Q. BROWN/MARTIN LUTHER KING COMMUNITY CENTER.SCHUBERT CLUB'S KIDSJAM IS AN INTERACTIVE PROGRAM FOR KIDS AGES 5-12 TO PLAY, LISTEN, LEARN AND CREATE WITH MUSIC. DURING 2020-21, ITS 7TH SEASON, KIDSJAM PRESENTATIONS WERE OFFERED REMOTELY WITH HELPFUL HOW-TO VIDEOS PRECEDING EACH SESSION. KIDSJAM WORKSHOPS ARE LED BY A DIVERSE ARRAY OF MUSICIANS AND TEACHING ARTISTS. SCHUBERT CLUB'S ARTS AMBASSADORS GROUP, THEOROI, COMPRISES ADULTS IN THEIR 20S AND 30S WHO ATTEND ARTS PERFORMANCES, EXHIBITIONS AND SOCIAL EVENTS TOGETHER. DUE TO COVID-19, THERE WERE NO ACTIVITIES IN 20-21. THEOROI WILL RESUME IN FALL 2021.SCHUBERT CLUB'S VARIOUS EDUCATION AND COMMUNITY INVOLVEMENT PROGRAMS PROVIDED REMOTE LEARNING OPPORTUNITIES FOR OVER 800 PARTICIPANTS THROUGHOUT THE YEAR. SCHUBERT CLUB'S COMPOSER-IN-RESIDENCE, DEVON RUSSELL GRAY, COMPLETED A TWO-YEAR RESIDENCY. IN ADDITION TO HIS INVOLVEMENT WITH ARTISTIC PROGRAMMING, DURING 2020-21 THE COMPOSER CREATED ORIGINAL DIGITAL PRESENTATIONS FOR A COURTROOM CONCERT, A MIX CONCERT, AND A KIDSJAM PROGRAM.STUDENT SCHOLARSHIPSTHE BRUCE P. CARLSON SCHOLARSHIP COMPETITION, HELD ANNUALLY SINCE 1922, WAS CONDUCTED IN A VIRTUAL ENVIRONMENT IN SPRING 2021. APPROXIMATELY 280 REGIONAL COMPETITORS FROM JUNIOR HIGH TO GRADUATE SCHOOL SUBMITTED VIDEO RECORDINGS OF THEIR PERFORMANCES FOR REVIEW BY NATIONALLY ACCLAIMED JUDGES. 32 SCHOLARSHIPS WITH A TOTAL VALUE OF $56,500 WERE AWARDED TO COMPETITION ENTRANTS IN SIX CATEGORIES. ADDITIONALLY, SCHUBERT CLUB AWARDED GRANTS THAT TOTALED $2,960 TO THREE SAINT PAUL SUMMER MUSIC PROGRAMS FOR TEN STUDENT SCHOLARSHIPS. 289411 MUSEUM EXHIBITSLOCATED ON THE 2ND FLOOR OF LANDMARK CENTER IN DOWNTOWN SAINT PAUL, THE SCHUBERT CLUB MUSIC MUSEUM UNDERWENT A COMPLETE REDESIGN DURING THE COVID-RELATED SHUTDOWN. IT PROUDLY RE-OPENED TO THE PUBLIC ON JUNE 10, 2021. THE MUSEUM NOW FEATURES TWO DISTINCT EXHIBIT AREAS: THE MUSIC MAKERS ZONE LETS VISITORS EXPLORE AND PLAY INSTRUMENTS FROM AROUND THE GLOBE; AND THE KEYBOARD JOURNEY EXHIBIT ALLOWS VISITORS TO INTERACTIVELY EXPERIENCE THE SCHUBERT CLUB COLLECTION OF HISTORICAL KEYBOARDS AND MANUSCRIPTS. 1459870 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 74 0 1 26 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 1 0 MN X X JANET PETERSON 6512923267 75 WEST 5TH STREET NO 302 ST PAUL MN 55102 TIMOTHY WICKER DIRECTOR 1.00 X 0 0 0 SUZANNE ASHER DIRECTOR 1.00 X 0 0 0 SUZANNA ALTMAN DIRECTOR 1.00 X 0 0 0 SOOK JIN ONG VP DIVERSITY AND INCLUSION 1.00 X X 0 0 0 RICHARD EVIDON DIRECTOR 1.00 X 0 0 0 PATRICIA DURST DIRECTOR 1.00 X 0 0 0 NANCY ORR DIRECTOR 1.00 X 0 0 0 MELISSA WRIGHT DIRECTOR 1.00 X 0 0 0 MARK ANEMA VP AUDIT & COMPLIANCE 1.00 X X 0 0 0 MARIA TROJE DIRECTOR 1.00 X 0 0 0 LYNNE BECK VP ARTISTIC 1.00 X X 0 0 0 LYNDEL KING VP MUSEUM 1.00 X X 0 0 0 LIBBY LARSEN DIRECTOR 1.00 X 850 0 0 LAURA SEWELL DIRECTOR 1.00 X 0 0 0 KRYSTAL KOHLER NORRIS DIRECTOR 1.00 X 0 0 0 KAY SAVIK RECORDING SECRETARY 1.00 X X 0 0 0 JONATHAN PALMER DIRECTOR 1.00 X 0 0 0 JOANNA CORTRIGHT DIRECTOR 1.00 X 0 0 0 JANA SACKMEISTER DIRECTOR 1.00 X 0 0 0 JAMES ASHE DIRECTOR 1.00 X 0 0 0 FAYNEESE MILLER DIRECTOR 1.00 X 0 0 0 SETH LEVIN 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 DAVID WHEATON DIRECTOR 1.00 X 0 0 0 CECIL CHALLY DIRECTOR 1.00 X 0 0 0 CATHERINE FURRY VP NOMINATING & GOVERNANCE 1.00 X X 0 0 0 BRIAN HORRIGAN DIRECTOR 1.00 X 0 0 0 BIRGITTE CHRISTIANSON VP MARKETING & DEVELOPMENT 1.00 X X 0 0 0 ANNE HUNTER PRESIDENT 1.00 X X 0 0 0 ANN JUERGENS DIRECTOR 1.00 X 0 0 0 AIMEE RICHCREEK BAXTER VP EDUCATION 1.00 X X 0 0 0 LAURA MCCARTEN DIRECTOR 1.00 X 0 0 0 JANET PETERSON BUSINESS MANAGER 40.00 X 77123 0 21652 BARRY KEMPTON EXECUTIVE DIRECTOR 40.00 X 169397 0 38779 247370 0 60431 1 0 1 0 0 320075 2643288 136984 2963363 REGISTRATION FEES 12645 12645 CO-PRESENTER FEES 9400 9400 CONCERT TICKET SALES 8070 8070 OTHER SALES 1135 1135 31250 418236 418236 1633109 1187211 445898 445898 445898 MISCELLANEOUS 28180 28180 28180 3886927 59430 0 864134 59460 59460 300798 200913 49760 50125 515990 346087 79367 90536 90970 59764 19203 12003 55584 37312 8554 9718 12768 12768 33412 33412 7585 85 7500 68947 68387 560 10123 245 6139 3739 35055 6362 28693 75281 68070 4115 3096 9456 3187 4794 1475 11131 11131 21055 125 20930 PRODUCTIONS COSTS 316575 301001 15574 GUEST ARTISTS 292689 287289 600 4800 ELECTRICITY AND FACILIT 10562 10562 MISCELLANEOUS -1676 -110 -1566 1925765 1459870 274269 191626 9316 1393 1477278 1580267 188793 787967 1307 5203 11963 18059 1137538 849827 221167 287711 16929334 21719561 250000 250000 444926 554991 19534084 25205152 102178 120951 377687 387883 169100 140657 648965 649491 X 6267254 8019613 12617865 16536048 18885119 24555661 19534084 25205152 1961162 3709380 0 X 0 1 X 1 0 X 1730468 1420638 1314859 1127471 2963363 8556799 1730468 1420638 1314859 1127471 2963363 8556799 1606479 6950320 343123 372991 423517 418236 417063 1974930 6865 10380 6470 23715 27733 22266 34250 24438 28180 136867 10692311 1438464 0.65000 0.62330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2016 AMOUNT: $ 27,733. 2017 AMOUNT: $ 22,266. 2018 AMOUNT: $ 34,250. 2019 AMOUNT: $ 24,438. 2020 AMOUNT: $ 28,180. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 1862 1 0 0 1862 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 16932334 1410995 4429125 456896 22315558 16698351 6527 732491 505035 16932334 16333516 15000 998111 67400 580876 16698351 15448185 321022 1171775 63122 544340 16333516 13488578 938553 1618675 69890 527731 15448185 1 0 1011582 778863 232719 125956 70964 54992 287711 X 7633061 3599316 70165 110065 3779546 3853515 33412 33412 3886927 1962518 70165 70165 1892353 33412 33412 1925765 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 32 56500 FINANCIAL ASSISTANCE FOR MUSIC ED 10 2960 1 X X 0 0 0 0 0 0 0 0 0 BARRY KEMPTON EXECUTIVE DIRECTOR 169397 0 0 0 0 0 16940 0 21839 0 208176 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 850 COMPOSER COMMISSIONS 0 X 133984 FMV X PIANO 1 3000 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 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. 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.