SAINT PAUL CHAMBER ORCHESTRA SOCIETY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SAINT PAUL CHAMBER ORCHESTRA SOCIETY (EIN 41-0829498)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-19
- IRS object ID
- 202010799349301101
- Schema version
- 2018v3.1
- 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 D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-19T12:32:51-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410829498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Saint Paul Chamber Orchestra Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 6512923248 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 St Peter Street 3rd Floor | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beth Toso | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6512923248 | PhoneNum |
| Signature | 2020-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2020-03-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.147.181.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-19 | IPDt |
| IP Tm | 12:12:36 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D8A1E5117AA53286D53F57459EBB2DE5C7CA50FC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C57B3A1A47BD965C768274F1A391ACA80AAD5CDF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jon Limbacher | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 St Peter Street 3rd Floor | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,899,799 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.thespco.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | To enrich the Twin Cities by sharing distinctive and engaging chamber orchestra performances. | ActivityOrMissionDesc |
| Voting Members Governing Body | 65 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 59 | VotingMembersIndependentCnt |
| Total Employee | 303 | TotalEmployeeCnt |
| Total Volunteers | 270 | TotalVolunteersCnt |
| Total Gross UBI | $23,990 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$12,465 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,229,539 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,672,532 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,285,353 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,173,719 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,848,071 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,224,833 | CYInvestmentIncomeAmt |
| PY Other Revenue | $139,594 | PYOtherRevenueAmt |
| CY Other Revenue | -$17,947 | CYOtherRevenueAmt |
| PY Total Revenue | $11,502,557 | PYTotalRevenueAmt |
| CY Total Revenue | $10,053,137 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,232,191 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,754,476 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $75,359 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $53,946 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,044,109 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,419,678 | PYOtherExpensesAmt |
| CY Other Expenses | $4,377,485 | CYOtherExpensesAmt |
| PY Total Expenses | $10,727,228 | PYTotalExpensesAmt |
| CY Total Expenses | $11,185,907 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $775,329 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,132,770 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,719,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,648,776 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,196,391 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,140,416 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,523,514 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,508,360 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To enrich the Twin Cities community by sharing distinctive and engaging chamber orchestra performances. We are committed to inclusivity and strive to provide all people in our community with opportunities to connect with our music. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,917,004 | ExpenseAmt |
| Revenue | $2,173,719 | RevenueAmt |
| Desc | Organization SummaryRenowned for its artistic excellence, remarkable versatility of musical styles and adventurous programming, The Saint Paul Chamber Orchestra is widely regarded as one of the finest chamber orchestras in the world. Now in its 61st season, the SPCO has recently undergone transformational change with the opening of its new home, the Ordway Concert Hall, the addition of a new generation of players, and significant changes in its artistic vision. The SPCO is primarily an unconducted ensemble that performs a broad range of repertoire from Baroque to new music and works in close collaboration with a dynamic roster of Artistic Partners, currently including British Baroque specialists Jonathan Cohen and Richard Egarr, American pianist Jeremy Denk, American composer and musical commentator Rob Kapilow, and Finnish violinist Pekka Kuusisto. Past Artistic Partners include Roberto Abbado, Pierre-Laurent Aimard, Joshua Bell, Douglas Boyd, Martin Frost, Patricia Kopatchinskaja, Nicholas McGegan, Stephen Prutsman, Dawn Upshaw, Christian Zacharias and Thomas Zehetmair.The virtuoso musicians of the SPCO present more than 130 concerts and educational programs in the Twin Cities each year. The orchestra's free online Concert Library receives more than 80,000 visits annually and offers both live and on-demand videos of concerts that can be viewed anytime, anywhere, completely free of charge. Through its partnership with Classical Minnesota Public Radio, the SPCO is regularly heard on public radio programs that reach nearly 1 million listeners each week on over 250 stations. Additionally, the SPCO has released 67 recordings, including the 2017 Grammy Award-winning recording of Schubert's Death and the Maiden with violinist and Artistic Partner Patricia Kopatchinskaja. The SPCO has commissioned 150 new works and tours nationally and internationally, including recent engagements in Europe and New York City, and a prestigious residency with Cal Performances at the University of California, Berkeley. The SPCO is nationally recognized for its commitment to broad community accessibility, its innovative audience outreach efforts, and its educational and family programming. Regular subscription series are performed in a variety of different venues across the Twin Cities metropolitan area each season, a unique commitment to geographic accessibility for a major orchestra. The SPCO offers the most affordable tickets of any major orchestra in the United States, with over 50 percent of tickets available for $15 or less, and has expanded accessibility even further by offering free tickets for children and students starting in the 2016.17 season as a part of the New Generation Initiative. The orchestra also offers an innovative ticket membership model in which members pay $9 per month to attend unlimited concerts. The SPCO's award-winning CONNECT education program reaches over 5,000 students and teachers annually in 13 Minneapolis and Saint Paul public schools, and its Target Free Family Music program provides engaging and educational experiences for thousands of Twin Cities children and families each year. MISSION OF THE SAINT PAUL CHAMBER ORCHESTRAOur mission is to sustain a world-class chamber orchestra at the highest standards of artistic excellence that enriches the Twin Cities community by sharing dynamic, distinctive and engaging performances. We are actively committed to accessibility and intentional inclusivity in all aspects of our work and continually strive to provide all people in our community with opportunities to connect with the music we perform.For more information, visit www.thespco.org. 2018-19 SummaryThe SPCO once again served a record high number of unique attendees throughout the 2018.19 season, surpassing the all-time high achieved the previous season. Individual giving to the Annual Fund reached an all-time high for the fourth consecutive year, and the total amount contributed to the Annual Fund increased by one percent from the previous year. SERVING AN EXPANDING AUDIENCEContinued Audience GrowthThe SPCO continued to build upon its long history of audience growth in the 2018.19 season, serving a record high number of unique attendees (13,424 unique households) and surpassing the all-time high achieved the previous season. 108,696 people attended its 147 concerts in 28 different venues throughout the metro area, and more than 13,000 of these attendees were children, students or young adults. Thousands more experienced the SPCO through its free online Concert Library, which received over 81,000 visits in the 2018.19 season. The orchestra also shared music with several thousand people through its additional community engagement and education programs. The SPCO engaged nearly 5,600 students through its CONNECT music education program in 13 Minneapolis and Saint Paul public schools. In addition, the SPCO provided 11 free concerts for families and children through its Free Family Music Series, generously supported, in part, by Target. The SPCO also presented 11 performances of its celebrated Liquid Music Series.The strong attendance in the 2018.19 season represents another year of continued audience expansion for the SPCO and progress toward two audience goals established in its most recent strategic plan: to expand the number of people who experience SPCO performances, both in-person and digitally, and to increase the number of young audience members. The chamber orchestra's audience has grown by more than 50 percent in the last 15 years, during which time the SPCO has maintained its commitment to broad community accessibility, offering the most affordable ticket prices of any professional orchestra in the United States.The New Generation InitiativeThe 2018.19 season marked the third year of the SPCO's New Generation Initiative, a series of programs designed to expand access to classical music for young people in the Minneapolis-Saint Paul metro area. Through generous funding from donors, the SPCO is making it easier than ever for young people to experience SPCO concerts with free tickets for children and students at nearly every concert throughout the season, as well as special concerts geared toward young people. Special performances for young audiences in the 2018.19 season included a 3-concert series at Icehouse in Minneapolis, a series of happy hour concerts at the Ordway and a 3-concert series at Turf Club in Saint Paul. Attendance among children and students has quadrupled since the launch of the New Generation Initiative in 2016. In addition to providing free tickets for children and students, the SPCO expanded the New Generation Initiative in the 2018.19 season to offer free tickets for parents and adults from socioeconomically disadvantaged families through partnerships with community organizations that serve socioeconomically disadvantaged populations in the Twin Cities. Free Online Concert LibraryIn addition to those who experienced the SPCO in person by attending performances, the SPCO also shared its music via its free online Concert Library (www.thespco.org/music), which received over 47,000 visits from Minnesotans (a 65% increase over FY18) and over 81,000 visits from listeners worldwide in 2018.19. In a recent step in the organization's history of bold moves toward greater accessibility for the community, the orchestra announced this video initiative in June 2017, adding full-length concert videos to the Concert Library and presenting its first ever live video stream of a performance in the season's closing weekend. In the 2018.19 season, the SPCO offered free live video streams of six concerts, later adding each to the Concert Library for free unlimited on-demand viewing. SPCO concerts are offered as full HD video, with the accompanying audio mix provided by the SPCO's long-time broadcast partner Classical Minnesota Public Radio. In the current season, the SPCO has presented live streams of two concerts, with several more planned for the remainder of the season. (www.thespco.org/live)The Concert Library allows The Saint Paul Chamber Orchestra to share transformational performances with more and more people in our community and beyond and allows those who cannot attend live concerts, such as those in assisted living facilities or homebound for health reasons, the opportunity to experience the SPCO's music. | Desc |
| Total Program Service Expenses | $8,917,004 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 78 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 303 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | LU | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 65 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 59 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beth Toso | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512923248 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 St Peter Street 3rd Floor | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (75 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Jon Limbacher President | |||||||||
| & Managing Director, Ex-Officio | 40.00 | 1.00 | Yes (X) | Yes (X) | $270,904 | $0 | $36,757 | ||
| Joseph H Tashjian | |||||||||
| Chair | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David L Lillehaug | |||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Deborah J Palmer | |||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AJ Huss Jr | |||||||||
| Chair Emeritus, Ex-Officio Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Donna Ahrens | |||||||||
| Ex-Officio Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Nina Archabal | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Avchen | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jo Bailey | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Theresa Bevilacqua | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jon C Cieslak | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard J Cohen | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary Cunningham | |||||||||
| Ex-Officio Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sheldon W Damberg | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey DeYoung | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lynn Erickson | |||||||||
| Ex-Officio Director/Trumpet | 30.00 | 0.00 | Yes (X) | $74,692 | $0 | $15,382 | |||
| Stephanie Fehr | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Judith Garcia Galiana | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bonnie Grzeskowiak | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ingrid Lenz Harrison | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lowell W Hellervik | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Amy Hubbard | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ann Huntrods | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James E Johnson | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Arthur W Kaemmer MD | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| D William Kaufman | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Erwin A Kelen | |||||||||
| Director | 1.00 | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| Eunice KimEx-Officio | |||||||||
| Director/Violin | 30.00 | 0.00 | Yes (X) | $69,425 | $0 | $10,726 | |||
| Robert L Lee | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sarah Lewis | |||||||||
| Ex-Officio Director/Cello | 30.00 | 0.00 | Yes (X) | $64,420 | $0 | $31,409 | |||
| Laura Liu | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lydia Lui | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marja Lutsep | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Wendell Maddox | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen H Mahle | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Maureen Maly | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard M Martinez | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alfred P Moore | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Betty Myers | |||||||||
| Ex-Officio Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David E Myers | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jenny Lind Nilsson | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert M Oberlies | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert M Olafson | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Paula J Patineau | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel R Pennie | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Nancy McGlynn Phelps | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Nicholas S Pifer | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Prindle | |||||||||
| Ex-Officio Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Shawn Quant | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter Remes | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Barb Renner | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David Rosedahl | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel J Schmechel | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kathleen Schubert | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Fred Sewell | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronald Sit | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Skytte | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James Donald Smith | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Charles Ullery | |||||||||
| Director/Former Musician | 1.00 | 0.00 | Yes (X) | $64,151 | $0 | $0 | |||
| Dobson West | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Wilensky | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alan Wilensky | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Willis | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul Wilson | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Justin Windschitl | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sanford Moore | |||||||||
| Director (thru Jan 2019) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Nilsson | |||||||||
| Director (thru Mar 2019) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul C Reyelts | |||||||||
| Director (thru Oct 2018) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Beth Toso | |||||||||
| Chief Financial Officer | 40.00 | 0.00 | Yes (X) | $130,842 | $0 | $15,990 | |||
| Kyu-Young Kim | |||||||||
| Artistic Director | 40.00 | 0.00 | $257,784 | $0 | $15,461 | Yes (X) | |||
| Steven Copes | |||||||||
| Musician/Violin | 30.00 | 0.00 | $197,757 | $0 | $39,272 | Yes (X) | |||
| Ruggero Allifranchini | |||||||||
| Musician/Violin | 30.00 | 0.00 | $160,866 | $0 | $19,382 | Yes (X) | |||
| Julie Albers | |||||||||
| Musician/Cello | 30.00 | 0.00 | $127,889 | $0 | $11,612 | Yes (X) | |||
| Zachary Cohen | |||||||||
| Musician/Bass | 30.00 | 0.00 | $105,545 | $0 | $13,371 | Yes (X) | |||
| Maiya Papach | |||||||||
| Musician/Viola | 30.00 | 0.00 | $106,066 | $0 | $10,093 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,630,341 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $219,455 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPUS 3 Artists | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 470 Park Ave S 9th Floor N | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Artistic Performance Fees | ServicesDesc |
| Compensation | $113,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $128,785 | FundraisingAmt |
| Related Organizations | $367,261 | RelatedOrganizationsAmt |
| Government Grants | $545,409 | GovernmentGrantsAmt |
| All Other Contributions | $5,631,077 | AllOtherContributionsAmt |
| Noncash Contributions | $486,161 | NoncashContributionsAmt |
| Total Contributions | $6,672,532 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Ticket Revenue | 711130 | $1,873,291 | $1,873,291 |
| Contracted Services | 711130 | $288,500 | $288,500 |
| Other Revenue | 711130 | $11,928 | $11,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,173,719 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $679,447 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $23,990 | UnrelatedBusinessRevenueAmt |
| Exclusion | $655,457 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,349,973 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,804,587 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $545,386 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $545,386 | TotalRevenueColumnAmt |
| Exclusion | $545,386 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,128 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $128,785 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $42,075 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,947 | TotalRevenueColumnAmt |
| Exclusion | -$17,947 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,053,137 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,173,719 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,990 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,182,896 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,107,921 | TotalAmt |
| Program Services | $729,817 | ProgramServicesAmt |
| Management And General | $177,872 | ManagementAndGeneralAmt |
| Fundraising | $200,232 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,563,623 | TotalAmt |
| Program Services | $3,801,561 | ProgramServicesAmt |
| Management And General | $315,501 | ManagementAndGeneralAmt |
| Fundraising | $446,561 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,587 | TotalAmt |
| Program Services | $270,712 | ProgramServicesAmt |
| Management And General | $17,290 | ManagementAndGeneralAmt |
| Fundraising | $19,585 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,953 | TotalAmt |
| Program Services | $293,124 | ProgramServicesAmt |
| Management And General | $16,020 | ManagementAndGeneralAmt |
| Fundraising | $22,809 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,392 | TotalAmt |
| Program Services | $318,290 | ProgramServicesAmt |
| Management And General | $33,680 | ManagementAndGeneralAmt |
| Fundraising | $41,422 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,292 | TotalAmt |
| Management And General | $24,292 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,926 | TotalAmt |
| Program Services | $10,031 | ProgramServicesAmt |
| Management And General | $27,895 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,235 | TotalAmt |
| Management And General | $37,235 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,946 | TotalAmt |
| Fundraising | $53,946 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,637 | TotalAmt |
| Management And General | $219,637 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,263 | TotalAmt |
| Program Services | $121,984 | ProgramServicesAmt |
| Management And General | $19,505 | ManagementAndGeneralAmt |
| Fundraising | $4,774 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,938 | TotalAmt |
| Program Services | $166,069 | ProgramServicesAmt |
| Management And General | $859 | ManagementAndGeneralAmt |
| Fundraising | $13,010 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,979 | TotalAmt |
| Program Services | $164,241 | ProgramServicesAmt |
| Management And General | $53,980 | ManagementAndGeneralAmt |
| Fundraising | $62,758 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,293 | TotalAmt |
| Program Services | $267,236 | ProgramServicesAmt |
| Management And General | $27,870 | ManagementAndGeneralAmt |
| Fundraising | $53,187 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,839 | TotalAmt |
| Program Services | $161,019 | ProgramServicesAmt |
| Management And General | $70,739 | ManagementAndGeneralAmt |
| Fundraising | $52,081 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,173 | TotalAmt |
| Program Services | $293,583 | ProgramServicesAmt |
| Management And General | $18,856 | ManagementAndGeneralAmt |
| Fundraising | $31,734 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,897 | TotalAmt |
| Program Services | $4,591 | ProgramServicesAmt |
| Management And General | $15,509 | ManagementAndGeneralAmt |
| Fundraising | $797 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,278 | TotalAmt |
| Program Services | $269,624 | ProgramServicesAmt |
| Management And General | $10,497 | ManagementAndGeneralAmt |
| Fundraising | $24,157 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,018 | TotalAmt |
| Program Services | $34,146 | ProgramServicesAmt |
| Management And General | $19,043 | ManagementAndGeneralAmt |
| Fundraising | $7,829 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Concert/Production Expe | $1,955,638 | $1,955,638 | ||
| Other Investment Expens | $105,456 | $105,456 | ||
| Income Tax Expense | $6,614 | $6,614 | ||
| Other Fundraising Event | $2,402 | $2,402 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,607 | TotalAmt |
| Program Services | $5,338 | ProgramServicesAmt |
| Management And General | $6,444 | ManagementAndGeneralAmt |
| Fundraising | $6,825 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,185,907 | TotalAmt |
| Program Services | $8,917,004 | ProgramServicesAmt |
| Management And General | $1,224,794 | ManagementAndGeneralAmt |
| Fundraising | $1,044,109 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,482 | BOYAmt |
| EOY | $1,728,073 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,749,363 | BOYAmt |
| EOY | $1,488,612 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,395 | BOYAmt |
| EOY | $46,812 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,926 | BOYAmt |
| EOY | $162,737 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,561,262 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,762,812 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,047,799 | BOYAmt |
| EOY | $798,450 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,977,565 | BOYAmt |
| EOY | $27,046,529 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,937,778 | BOYAmt |
| EOY | $18,091,009 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,566 | BOYAmt |
| EOY | $58,029 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,742,031 | BOYAmt |
| EOY | $228,525 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,719,905 | BOYAmt |
| EOY | $49,648,776 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $773,270 | BOYAmt |
| EOY | $767,043 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,042 | BOYAmt |
| EOY | $1,022,647 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,079 | BOYAmt |
| EOY | $350,726 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,196,391 | BOYAmt |
| EOY | $2,140,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,057,241 | BOYAmt |
| EOY | $1,590,947 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,551,296 | BOYAmt |
| EOY | $6,326,539 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,914,977 | BOYAmt |
| EOY | $39,590,874 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,523,514 | BOYAmt |
| EOY | $47,508,360 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,719,905 | BOYAmt |
| EOY | $49,648,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,132,770 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,147,044 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$29,428 | 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 | $8,385,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,767,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,238,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,229,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,672,532 | CurrentTaxYearAmt |
| Total | $37,293,796 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,385,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,767,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,238,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,229,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,672,532 | CurrentTaxYearAmt |
| Total | $37,293,796 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,153,102 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,140,694 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $628,403 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $664,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $557,458 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $581,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $679,447 | CurrentTaxYearAmt |
| Total | $3,110,785 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $188,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $192,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $170,714 | CurrentTaxYearMinus1YearAmt |
| Total | $737,823 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,142,404 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,039,428 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83330 | 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 | Distribution from perpetual trust - 2014 Amount: $ 188,672. 2015 Amount: $ 192,054. 2016 Amount: $ 186,383. 2017 Amount: $ 170,714. 2018 Amount: $ 0. | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,726,668 | BeginningYearBalanceAmt |
| Contributions | $202,988 | ContributionsAmt |
| Investment Earnings Or Losses | $1,795,338 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,901,598 | OtherExpendituresAmt |
| Administrative Expenses | $30,462 | AdministrativeExpensesAmt |
| End Year Balance | $40,792,934 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,246,157 | BeginningYearBalanceAmt |
| Contributions | $911,058 | ContributionsAmt |
| Investment Earnings Or Losses | $2,275,795 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,475,287 | OtherExpendituresAmt |
| Administrative Expenses | $231,055 | AdministrativeExpensesAmt |
| End Year Balance | $40,726,668 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,652,459 | BeginningYearBalanceAmt |
| Contributions | $253,540 | ContributionsAmt |
| Investment Earnings Or Losses | $4,155,538 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,565,903 | OtherExpendituresAmt |
| Administrative Expenses | $249,477 | AdministrativeExpensesAmt |
| End Year Balance | $39,246,157 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,962,172 | BeginningYearBalanceAmt |
| Contributions | $174,293 | ContributionsAmt |
| Investment Earnings Or Losses | -$574,038 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,648,333 | OtherExpendituresAmt |
| Administrative Expenses | $261,635 | AdministrativeExpensesAmt |
| End Year Balance | $36,652,459 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,433,543 | BeginningYearBalanceAmt |
| Contributions | $124,597 | ContributionsAmt |
| Investment Earnings Or Losses | $1,303,679 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,609,334 | OtherExpendituresAmt |
| Administrative Expenses | $290,313 | AdministrativeExpensesAmt |
| End Year Balance | $38,962,172 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97050 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,289 | DepreciationAmt |
| Book Value | $35,709 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,464,264 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,725,523 | DepreciationAmt |
| Book Value | $738,741 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,000 | OtherCostOrOtherBasisAmt |
| Book Value | $24,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $798,450 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Absolute Return Strategies | $13,659,215 | F |
| Private Equity | $1,441,818 | F |
| Real Assets | $2,989,976 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $18,091,009 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annuities Payable | Desc |
| Amt | $350,726 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $350,726 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,836,644 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,147,044 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$31,830 | OtherRevenueAmt |
| Revenue Not Reported | $1,115,214 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,721,430 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $331,707 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $331,707 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,053,137 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,851,798 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,851,798 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $331,707 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,402 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $334,109 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,185,907 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Endowment consists of pooled funds restricted for the long-term support of The Saint Paul Chamber Orchestra. The Endowment is invested for purposes of earning income (dividends, interest, and realized and unrealized gains). The income can generally be used to offset fund management expenses, operating fund additional support, or be reinvested in accordance with the SPCO's investment policy. Restricted endowment income is used for its intended purpose. |
| Part X, Line 2: | SPCO is organized as a Minnesota nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Section 501(a) of the Internal Revenue Code as an organization described in Section 501(c)(3), qualifies for the charitable contribution deduction under Section 170(b)(1)(A)(vi), and has been determined not to be a private foundation under Section 509(a)(1). SPCO is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, SPCO is subject to income tax on net income that is derived from business activities that are unrelated to the exempt purpose. SPCO files an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS to report its unrelated business taxable income. SPCO believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. SPCO would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. |
| Part XI, Line 2d - Other Adjustments: | Change in value of beneficial interest in charitable trusts 58,772. Change in value of gift annuities -88,200. Fundraising Expense -2,402. |
| Part XII, Line 4b - Other Adjustments: | Fundraising Expenses 2,402. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | Endowment Investments | $7,225,000 |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | Endowment Investments | $373,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,598,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,598,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The organization does not award grants or assistance outside the United States. The organization has investment activities outside the United States. |
| Part IV, Line 4: | The organization invests in partnerships that hold direct or indirect interests in passive foreign investment companies. The investment partnerships have properly filed Form 8621, or the underlying investments did not generate any unrelated business income. Under these facts, it is not necessary for the organization to file an additional Form 8621. |
| Part IV, Line 5: | The organization has an ownership interest in a foreign partnership. However, the organization is below the ownership percentage that would trigger the filing of the Form 8865 and also does not meet the dollar threshold for transfers during the year. Therefore, no Form 8865 has been filed. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S D & A | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 W Century Blvd 300 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefunding | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $74,177 | GrossReceiptsAmt |
| Retained By Contractor | $53,946 | RetainedByContractorAmt |
| Net To Organization | $20,231 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $74,177 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $53,946 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $20,231 | TotalNetToOrganizationAmt |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Musician Appreciation Concert | Event1Nm |
| Gross Receipts Event1 | $111,795 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $103,485 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,310 | GrossRevenueEvent1Amt |
| Entertainment Event1 | $16,191 | EntertainmentEvent1Amt |
| Event2 | Season Opening Celebration | Event2Nm |
| Gross Receipts Event2 | $29,743 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $21,193 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,550 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $10,893 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $940 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,829 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $11,375 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $4,107 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $7,268 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $6,198 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $4,100 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,924 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $152,913 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $128,785 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,128 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $17,091 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $21,231 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,753 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $42,075 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$17,947 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jon Limbacher President | ||||||||||||||
| & Managing Director, Ex-Officio | $250,414 | $0 | $20,000 | $0 | $490 | $0 | $14,300 | $0 | $22,457 | $0 | $307,661 | $0 | $0 | $0 |
| Kyu-Young Kim | ||||||||||||||
| Artistic Director | $252,194 | $0 | $4,500 | $0 | $1,090 | $0 | $15,382 | $0 | $78 | $0 | $273,244 | $0 | $0 | $0 |
| Steven Copes | ||||||||||||||
| Musician/Violin | $194,167 | $0 | $2,500 | $0 | $1,090 | $0 | $19,140 | $0 | $20,132 | $0 | $237,029 | $0 | $0 | $0 |
| Ruggero Allifranchini | ||||||||||||||
| Musician/Violin | $157,276 | $0 | $2,500 | $0 | $1,090 | $0 | $13,969 | $0 | $5,413 | $0 | $180,248 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | Jon Limbacher, Beth Toso, and Kyu Young Kim received discretionary bonuses. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elsa Nilsson | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member of Current Board Member | RelationshipDescriptionTxt |
| Transaction | $50,000 | TransactionAmt |
| Transaction | Compensation | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 53 | ContributionCnt |
| Noncash Contributions Rpt F990 | $482,318 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Average High/Low | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Other | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,843 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 30b: | FormAndLineReferenceDesc |
| Explanation | The organization reports the number of contributions in Part I Column b. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III Line 4a | ARTISTIC ACHIEVEMENTS SPCO Musician-led Performances Firmly established as a primarily unconducted ensemble led by its own musicians, the SPCO presented 82 unconducted, musician-led performances in the 2018.19 season. Eleven SPCO musicians were featured as soloists with the orchestra, some soloing on multiple programs throughout the season. Several SPCO musicians also performed in small ensembles for SPCO at Icehouse, SPCO at Turf Club, and the Chamber Music Series. Inaugural Tapestry Festival In the 2018.19 season, the SPCO launched Tapestry - a new biennial festival that uses the language of music to explore issues faced by our community and invites members of our community to lend their voices and viewpoints to the exploration. In the inaugural 2019 festival, Tapestry19: Musical Reflections on Home, the SPCO explored the central question: "How do I recognize my home?" SPCO Music Alive Composer-in-Residence Lembit Beecher and musicians of the SPCO curated Tapestry19 to include many musical responses to that question from a diverse set of composers and artists and engaged with a wide range of collaborators to explore home from their unique perspectives. Voices from the SPCO's home, the Twin Cities community, were central to this festival. Tapestry19 featured the world premiere of Twin Cities interdisciplinary artist, vocalist and composer PaviElle French's A Requiem for Zula, a tribute to her mother and her upbringing in Saint Paul's Rondo neighborhood, which was French's first-ever work written for orchestra. In addition, a new work by Beecher featured poetry by Twin Cities writer and University of Saint Thomas professor Chris Santiago, along with stories about home recorded by Twin Cities community members in the year leading up to the festival. Tapestry19 also featured the world premiere of a new work by Syrian composer Kinan Azmeh about the collective memories of growing up in Syria in the 1980s, and a newly commissioned work by 17-year-old American composer Maya Miro Johnson. Tapestry19 spanned several SPCO concert series, including the Liquid Music Series, which presented a work-in-progress event with Twin Cities Bharatanatyam dancer and choreographer Ashwini Ramaswamy, hosted by TU Dance artistic director Toni Pierce-Sands. In partnership with the East Side Freedom Library, the SPCO posed the central question of Tapestry19 - how do you recognize home? - to a talented group of artists from around the Twin Cities, who responded to this question from their own perspectives, utilizing a wide range of media, including instrumental music, spoken word, and song-form. Premieres and Commissions The SPCO commissioned five new pieces and performed premieres of seven new works. In addition to works commissioned and premiered as part of the Tapestry19 Festival, other premieres included Watermark, a new piano concerto by Pulitzer Prize-winning composer Caroline Shaw as the fourth installment in its five-year Beethoven/5 Project with pianist Jonathan Biss, which pairs newly commissioned piano concertos with one of Beethoven's five piano concertos that inspired it. Vijay Iyer's Asunder and Tyshawn Sorey's Autoschediasms were also premiered in a program with SPCO Artistic Partner Pekka Kuusisto. The SPCO's Liquid Music Series commissioned and presented world premieres of five projects during the 2018.19 season. Casals Festival of Puerto Rico The SPCO traveled to Puerto Rico in March 2019 to participate in the 2019 Casals Festival. Since its founding in 1957 by Spanish composer, cellist and conductor Pablo Casals, the festival has brought some of the world's leading artists to San Juan every year. For the 2019 festival, the SPCO joined artists such as renowned Spanish early music master Jordi Savall, French pianist Rmi Geniet, Israeli cellist Amit Peled, American pianist Noreen Polera, the Daz Trio and the Puerto Rico Symphony Orchestra. On March 5, pianist and former SPCO Artistic Partner Christian Zacharias joined the orchestra to perform Mozart's Piano Concerto No. 27 and to conduct Beethoven's Second Symphony. SPCO musicians Ruggero Allifranchini (violin) and Hyobi Sim (viola) were featured as soloists on Jrg Widmann's Aria for String Orchestra. To support continued recovery efforts in Puerto Rico after Hurricane Maria devastated the island in 2017, the SPCO invited members of its organization and its audiences to contribute to El Fondo Boricua, a donor advised fund of the Saint Paul Foundation dedicated to hurricane recovery and enhancing sustainability of life on the island in the aftermath of the catastrophic natural disaster. Newly Appointed SPCO Musicians At the beginning of the 2018.19 season, two new permanent members started with the orchestra - both in principal positions. James Ferree was appointed as Principal Horn and throughout the 2018.19 season, music arranged and composed by Ferree was performed by the orchestra. Sang Yoon Kim was announced as the new Principal Clarinet and was featured as a soloist in the 2018.19 season on Weber's Rondo for Clarinet and Strings. At the end of the 2018.19 season, three additional appointments to the orchestra were announced: Cassie Pilgrim as Principal Oboe, Richard Belcher as a new member of the orchestra's cello section and Eunae Koh as a new violinist with the orchestra. These musicians saw their first official performances in their new positions at the start of the 2019.20 season. SPCO CELEBRATES 60TH ANNIVERSARY Thanks to the generosity of the Twin Cities community, the SPCO has been sharing music for six decades. The 2018.19 season marked the 60th concert season for the SPCO. The organization thanked the community for its generous support and celebrated this anniversary throughout the season with special events, media projects and a "Celebrate 60" fundraising campaign designed to advance the goals of the SPCO's strategic plan and ensure the organization can continue to enrich the community for decades to come. ARTS PARTNERSHIP COLLABORATION In October 2018, the SPCO joined fellow members of the Arts Partnership (the Ordway, Minnesota Opera and Schubert Club) in presenting Sphinx Virtuosi, a chamber ensemble comprised of the nation's top Black and Latinx string soloists, at the Ordway Concert Hall. The Sphinx Organization is dedicated to transforming lives through the power of diversity in the arts, and the Arts Partnership was pleased to collaborate with Sphinx for the third consecutive year in its work to address the underrepresentation of people of color in classical music. The SPCO teamed up again with its fellow Arts Partnership organizations in April 2019 to launch the second annual Family Arts Blast, a free family event that welcomed hundreds of families to the Ordway Center to participate in a plethora of arts activities and performances. Children and their families had the opportunity to explore music, dance, theater and more with creative hands-on activities happening throughout the building. The partnership worked to make the event as inclusive as possible, presenting artists of color, providing event materials in multiple languages, and providing translators to interpret the performances and activities for non-English speaking attendees. In addition to collaborating on programming, the members of the Arts Partnership also worked together to raise more than $600,000 for the Arts Partnership Fund, which on an annual basis provides resources to reduce rent costs for each organization, invest in the upkeep of the Ordway facility, and support co-presentations like the Sphinx Virtuosi and the Family Arts Blast. The mission of the Arts Partnership is to strengthen its member organizations in service to the community through growing collaboration and stewardship of its shared assets. The partners seek to expand access to the Ordway, to deepen the community's engagement with the art that is created and performed there, and to develop the resources to sustain this beloved community asset for generations to come. |
| Form 990, Part VI, Section A, line 1 | The Board of Directors may designate an Executive Committee with such members and duties as may be specified by the Board of Directors from time to time. All Executive Committee members shall be Directors. The Executive Committee shall at all times be subject to the control and direction of the Board of Directors. One-third (1/3) of the Executive Committee shall constitute a quorum. A majority of the votes cast shall govern in every matter voted upon. |
| Form 990, Part VI, Section A, line 2 | Paula Patineau and Joe Tashjian have a family relationship. Jenny Lind Nilsson, Eric Nilsson, and Charles Ullery have a family relationship. |
| Form 990, Part VI, Section A, line 4 | The organization amended its bylaws to add a Chair Emeritus position to the Board of Directors. |
| Form 990, Part VI, Section A, line 6 | The organization's voting members consist of the members of the Board of Directors and the Governing Members of the organization. All persons and organizations that contribute or pledge at least $2,500 during the organization's most recent or current fiscal year may elect to be designated as a Governing Member. |
| Form 990, Part VI, Section A, line 7a | Each year the Governance Committee of the Board of Directors submits a list of recommended nominees for approval by the voting members at the Annual Meeting. |
| Form 990, Part VI, Section B, line 11b | The return is reviewed by the Chief Financial Officer and Finance Committee prior to Board review. A copy of the Form 990 is provided to the Board and approved before it is filed. |
| Form 990, Part VI, Section B, line 12c | All officers, directors, and key employees are required to sign a conflict of interest form annually. The Executive Assistant reviews the forms and forwards any items noted to the Governance Committee for review. The restrictions imposed on a person with a conflict are determined by the Governance Committee and would typically include a restriction from voting on matters related to the conflict. |
| Form 990, Part VI, Section B, line 15 | For the President & Managing Director position and for the Artistic Director position, rebuttable presumptions data is compiled and reviewed, and the general parameters of each employment agreement is compared against this data before an employment agreement is finalized. Annually, review committees of board members undertake performance evaluations of the President/Managing Director and the Artistic Director and address their respective compensation. Other officers or key employees follow the regular organization-wide practices where compensation is reviewed periodically with industry salary survey data and is commensurate with the position and experience of the individual. Annual reviews are conducted that are linked with changes in compensation. If appropriate, rebuttable presumption data is reviewed and compared for the other officers or key employees. |
| Form 990, Part VI, Section C, line 19 | The organization posts its audited financial statements on its website, and these statements are also available upon request. Governing documents and the conflict of interest policy are available to the public upon request and at the organization's discretion. |
| Form 990, Part XI, line 9: | Change in value of beneficial interest in charitable trust 58,772. Change in value of gift annuities -88,200. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Oakleaf Endowment Trust for the SPCO | |||||||||||
| 1800 IDS Center | Minneapolis | MN | 55402 | 416429380 | Support St. Paul Chamber Orchestra | MN | 501(c)(3) | Line 12b, II | St Paul Chamber Orchestra Society | Yes (1) | |
| Arts Partnership | |||||||||||
| 345 Washington Street | St Paul | MN | 55102 | 262507419 | Support Arts Partners in Twin Cities | MN | 501(c)(3) | Line 12a, I | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Arts Partnership | ||
| C | $367,261 | Accrual |
| Oakleaf Endowment Trust for the SPCO | ||
| S | $3,572,278 | Cash Received and Accrual |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II: | FormAndLineReferenceDesc |
| Explanation | Oakleaf Endowment Trust for The Saint Paul Chamber Orchestra was dissolved during the fiscal year ending June 30, 2019. The Trustees voted to dissolve the Trust in accordance with the Trust documents, which allowed dissolution after a 20-year period. The Trust documents required that, upon dissolution, any remaining assets be donated to the SPCO endowment funds. On September 12, 2018, the SPCO Board of Directors affirmed the decision of the Trustees and accepted the donation. The remaining Trust assets were in investment vehicles with varying liquidity. As these assets are liquidated and received by the SPCO, they are invested with the other SPCO endowment assets and subject to the SPCO endowment policies. | ExplanationTxt |
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