2020-03-19T12:32:51-05:00 2019-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2018-07-01 410829498 The Saint Paul Chamber Orchestra Society SAIN 6512923248 408 St Peter Street 3rd Floor St Paul MN 55102 Beth Toso CFO 6512923248 2020-03-19 1 Deb Nelson CPA P01264758 6122536500 2020-03-19 216.147.181.49 2020-03-19 12:12:36 CD P D8A1E5117AA53286D53F57459EBB2DE5C7CA50FC C57B3A1A47BD965C768274F1A391ACA80AAD5CDF 2018 2020-09-23 17:36:50Z Jon Limbacher 408 St Peter Street 3rd Floor St Paul MN 55102 22899799 0 X www.thespco.org X 1958 MN To enrich the Twin Cities by sharing distinctive and engaging chamber orchestra performances. 65 59 303 270 23990 -12465 7229539 6672532 2285353 2173719 1848071 1224833 139594 -17947 11502557 10053137 0 0 0 0 6232191 6754476 75359 53946 1044109 4419678 4377485 10727228 11185907 775329 -1132770 49719905 49648776 2196391 2140416 47523514 47508360 X 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. 0 0 8917004 2173719 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. 8917004 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 78 0 1 303 1 1 1 1 BD CJ LU 0 0 0 1 1 0 0 0 0 0 0 X 65 59 1 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN WI X Beth Toso 6512923248 408 St Peter Street 3rd Floor St Paul MN 55102 Jon Limbacher President & Managing Director, Ex-Officio 40.00 1.00 X X 270904 0 36757 Joseph H Tashjian Chair 1.00 1.00 X X 0 0 0 David L Lillehaug Secretary 1.00 0.00 X X 0 0 0 Deborah J Palmer Treasurer 1.00 0.00 X X 0 0 0 AJ Huss Jr Chair Emeritus, Ex-Officio Director 1.00 0.00 X 0 0 0 Donna Ahrens Ex-Officio Director 1.00 0.00 X 0 0 0 Nina Archabal Director 1.00 0.00 X 0 0 0 Daniel Avchen Director 1.00 0.00 X 0 0 0 Jo Bailey Director 1.00 0.00 X 0 0 0 Theresa Bevilacqua Director 1.00 0.00 X 0 0 0 Jon C Cieslak Director 1.00 0.00 X 0 0 0 Richard J Cohen Director 1.00 0.00 X 0 0 0 Mary Cunningham Ex-Officio Director 1.00 0.00 X 0 0 0 Sheldon W Damberg Director 1.00 0.00 X 0 0 0 Jeffrey DeYoung Director 1.00 0.00 X 0 0 0 Lynn Erickson Ex-Officio Director/Trumpet 30.00 0.00 X 74692 0 15382 Stephanie Fehr Director 1.00 0.00 X 0 0 0 Judith Garcia Galiana Director 1.00 0.00 X 0 0 0 Bonnie Grzeskowiak Director 1.00 0.00 X 0 0 0 Ingrid Lenz Harrison Director 1.00 0.00 X 0 0 0 Lowell W Hellervik Director 1.00 0.00 X 0 0 0 Amy Hubbard Director 1.00 0.00 X 0 0 0 Ann Huntrods Director 1.00 1.00 X 0 0 0 James E Johnson Director 1.00 0.00 X 0 0 0 Arthur W Kaemmer MD Director 1.00 0.00 X 0 0 0 D William Kaufman Director 1.00 0.00 X 0 0 0 Erwin A Kelen Director 1.00 1.50 X 0 0 0 Eunice KimEx-Officio Director/Violin 30.00 0.00 X 69425 0 10726 Robert L Lee Director 1.00 0.00 X 0 0 0 Sarah Lewis Ex-Officio Director/Cello 30.00 0.00 X 64420 0 31409 Laura Liu Director 1.00 0.00 X 0 0 0 Lydia Lui Director 1.00 0.00 X 0 0 0 Marja Lutsep Director 1.00 0.00 X 0 0 0 Wendell Maddox Director 1.00 0.00 X 0 0 0 Stephen H Mahle Director 1.00 0.00 X 0 0 0 Maureen Maly Director 1.00 0.00 X 0 0 0 Richard M Martinez Director 1.00 0.00 X 0 0 0 Alfred P Moore Director 1.00 0.00 X 0 0 0 Betty Myers Ex-Officio Director 1.00 0.00 X 0 0 0 David E Myers Director 1.00 0.00 X 0 0 0 Jenny Lind Nilsson Director 1.00 0.00 X 0 0 0 Robert M Oberlies Director 1.00 0.00 X 0 0 0 Robert M Olafson Director 1.00 0.00 X 0 0 0 Paula J Patineau Director 1.00 0.00 X 0 0 0 Daniel R Pennie Director 1.00 0.00 X 0 0 0 Nancy McGlynn Phelps Director 1.00 0.00 X 0 0 0 Nicholas S Pifer Director 1.00 0.00 X 0 0 0 Eric Prindle Ex-Officio Director 1.00 0.00 X 0 0 0 Shawn Quant Director 1.00 0.00 X 0 0 0 Peter Remes Director 1.00 0.00 X 0 0 0 Barb Renner Director 1.00 0.00 X 0 0 0 David Rosedahl Director 1.00 0.00 X 0 0 0 Daniel J Schmechel Director 1.00 0.00 X 0 0 0 Kathleen Schubert Director 1.00 0.00 X 0 0 0 Fred Sewell Director 1.00 0.00 X 0 0 0 Ronald Sit Director 1.00 0.00 X 0 0 0 Eric Skytte Director 1.00 0.00 X 0 0 0 James Donald Smith Director 1.00 0.00 X 0 0 0 Charles Ullery Director/Former Musician 1.00 0.00 X 64151 0 0 Dobson West Director 1.00 0.00 X 0 0 0 Scott Wilensky Director 1.00 0.00 X 0 0 0 Alan Wilensky Director 1.00 0.00 X 0 0 0 Elizabeth Willis Director 1.00 0.00 X 0 0 0 Paul Wilson Director 1.00 0.00 X 0 0 0 Justin Windschitl Director 1.00 0.00 X 0 0 0 Sanford Moore Director (thru Jan 2019) 1.00 0.00 X 0 0 0 Eric Nilsson Director (thru Mar 2019) 1.00 0.00 X 0 0 0 Paul C Reyelts Director (thru Oct 2018) 1.00 0.00 X 0 0 0 Beth Toso Chief Financial Officer 40.00 0.00 X 130842 0 15990 Kyu-Young Kim Artistic Director 40.00 0.00 X 257784 0 15461 Steven Copes Musician/Violin 30.00 0.00 X 197757 0 39272 Ruggero Allifranchini Musician/Violin 30.00 0.00 X 160866 0 19382 Julie Albers Musician/Cello 30.00 0.00 X 127889 0 11612 Zachary Cohen Musician/Bass 30.00 0.00 X 105545 0 13371 Maiya Papach Musician/Viola 30.00 0.00 X 106066 0 10093 1630341 0 219455 8 0 1 0 OPUS 3 Artists 470 Park Ave S 9th Floor N New York NY 10016 Artistic Performance Fees 113000 1 128785 367261 545409 5631077 486161 6672532 Ticket Revenue 711130 1873291 1873291 Contracted Services 711130 288500 288500 Other Revenue 711130 11928 11928 2173719 679447 23990 655457 13349973 12804587 545386 545386 545386 24128 128785 42075 -17947 -17947 10053137 2173719 23990 1182896 1107921 729817 177872 200232 50000 50000 4563623 3801561 315501 446561 307587 270712 17290 19585 331953 293124 16020 22809 393392 318290 33680 41422 24292 24292 37926 10031 27895 37235 37235 53946 53946 219637 219637 146263 121984 19505 4774 179938 166069 859 13010 280979 164241 53980 62758 348293 267236 27870 53187 283839 161019 70739 52081 344173 293583 18856 31734 20897 4591 15509 797 304278 269624 10497 24157 61018 34146 19043 7829 Concert/Production Expe 1955638 1955638 Other Investment Expens 105456 105456 Income Tax Expense 6614 6614 Other Fundraising Event 2402 2402 18607 5338 6444 6825 11185907 8917004 1224794 1044109 1018482 1728073 2749363 1488612 11395 46812 169926 162737 2561262 1762812 1047799 798450 23977565 27046529 16937778 18091009 65566 58029 3742031 228525 49719905 49648776 773270 767043 1067042 1022647 356079 350726 2196391 2140416 X 1057241 1590947 6551296 6326539 39914977 39590874 47523514 47508360 49719905 49648776 X -1132770 1147044 -29428 X 0 1 X 1 0 X 8385674 5767932 9238119 7229539 6672532 37293796 8385674 5767932 9238119 7229539 6672532 37293796 3153102 34140694 628403 664131 557458 581346 679447 3110785 188672 192054 186383 170714 737823 41142404 11039428 0.82980 0.83330 X Schedule A, Part II, Line 10, Explanation of Other Income: Distribution from perpetual trust - 2014 Amount: $ 188,672. 2015 Amount: $ 192,054. 2016 Amount: $ 186,383. 2017 Amount: $ 170,714. 2018 Amount: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40726668 202988 1795338 1901598 30462 40792934 39246157 911058 2275795 1475287 231055 40726668 36652459 253540 4155538 1565903 249477 39246157 38962172 174293 -574038 1648333 261635 36652459 39433543 124597 1303679 1609334 290313 38962172 0.02950 0.97050 1 1 1 72998 37289 35709 2464264 1725523 738741 24000 24000 798450 Absolute Return Strategies 13659215 F Private Equity 1441818 F Real Assets 2989976 F 18091009 Annuities Payable 350726 350726 X 10836644 1147044 -31830 1115214 9721430 331707 331707 10053137 10851798 0 10851798 331707 2402 334109 11185907 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. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Endowment Investments 7225000 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Endowment Investments 373000 0 0 0 0 0 0 7598000 0 7598000 1 0 0 1 1 0 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. X X X X X X X 1 S D & A 5757 W Century Blvd 300 Los Angeles CA 90045 Telefunding 0 74177 53946 20231 74177 53946 20231 MN WI Musician Appreciation Concert 111795 103485 8310 16191 Season Opening Celebration 29743 21193 8550 10893 940 1829 1 11375 4107 7268 6198 4100 1924 152913 128785 24128 17091 21231 3753 42075 -17947 1 X X X X 0 0 0 0 0 0 0 1 0 Jon Limbacher President & Managing Director, Ex-Officio 250414 0 20000 0 490 0 14300 0 22457 0 307661 0 0 0 Kyu-Young Kim Artistic Director 252194 0 4500 0 1090 0 15382 0 78 0 273244 0 0 0 Steven Copes Musician/Violin 194167 0 2500 0 1090 0 19140 0 20132 0 237029 0 0 0 Ruggero Allifranchini Musician/Violin 157276 0 2500 0 1090 0 13969 0 5413 0 180248 0 0 0 Part I, Line 7 Jon Limbacher, Beth Toso, and Kyu Young Kim received discretionary bonuses. Elsa Nilsson Family Member of Current Board Member 50000 Compensation 0 X 53 482318 Average High/Low X Other 3 3843 Cost 0 0 1 0 Part I, Line 30b: The organization reports the number of contributions in Part I Column b. 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. 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 1 Arts Partnership 345 Washington Street St Paul MN 55102 262507419 Support Arts Partners in Twin Cities MN 501(c)(3) Line 12a, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 Arts Partnership C 367261 Accrual Oakleaf Endowment Trust for the SPCO S 3572278 Cash Received and Accrual Schedule R, Part II: 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.