2019-04-17T13:16:13-05:00 2018-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2017-07-01 410829498 The Saint Paul Chamber Orchestra Society SAIN 6512923248 408 St Peter Street 3rd Floor St Paul MN 55102 Beth Toso CFO 6512923248 2019-04-02 1 Deb Nelson CPA P01264758 6122536500 2019-04-02 8.39.233.43 2019-04-02 08:07:12 CD P D8A1E5117AA53286D53F57459EBB2DE5C7CA50FC EFC25E59FA7409AE560978A003AFB9E955B778C6 2017 2019-02-21 02:37:17Z Jon Limbacher 408 St Peter Street 3rd Floor St Paul MN 55102 22606390 0 X www.thespco.org X 1958 MN To enrich the Twin Cities by sharing distinctive and engaging chamber orchestra performances. 61 56 306 270 371932 344622 9238117 7229539 2121874 2285353 2136398 1848071 169382 139594 13665771 11502557 0 0 0 0 6247947 6232191 89091 75359 1123394 4436353 4419678 10773391 10727228 2892380 775329 48623821 49719905 3093766 2196391 45530055 47523514 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 8374005 2285353 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 60th 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 diverse series of artistic partners, including British Baroque specialist Jonathan Cohen, American pianist Jeremy Denk, Swedish clarinetist Martin Frost, Moldovan violinist Patricia Kopatchinskaja and Finnish violinist Pekka Kuusisto. Past Artistic Partners include Roberto Abbado, Pierre-Laurent Aimard, Joshua Bell, Douglas Boyd, 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 135,000 visits annually and offers both live and on-demand videos of concerts that can be viewed anytime, anywhere, completely free of charge. The SPCO is regularly heard on public radio programs that reach more than 2 million listeners each week on over 300 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 $7 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. The SPCO's Liquid Music Series (named "Best of Classical" by The New York Times) develops innovative new projects with iconoclastic artists in unique presentation formats and invites adventurous audiences to discover the new and the fascinating within the flourishing landscape of contemporary chamber music.For more information, visit www.thespco.org. 2017-18 SummaryThe SPCO once again served a record high number of unique attendees throughout the 2017-18 season, surpassing the all-time high achieved the previous season. Individual giving to the Annual Fund reached an all-time high, 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 2017-18 season, serving a record high number of unique attendees (13,373 unique households) and surpassing the all-time high achieved the previous season. Nearly 115,000 people attended its 148 concerts in 24 different venues throughout the metro area, and more than 14,000 of these attendees were children, students or young adults. Thousands more experienced the SPCO through its free online Concert Library, which received over 135,000 visits in the 2017-18 season. The orchestra also shared music with several thousand people through its additional community engagement and education programs, including Music Moves, which brings free chamber music performances to those who are unable to attend traditional concerts, such as those living in assisted living facilities, as well as patients and their families at children's hospitals and cancer treatment and recovery centers. The SPCO engaged over 5,000 students through its CONNECT music education program in 12 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 13 performances of its celebrated Liquid Music Series, which is helping to expand the landscape of contemporary chamber music by developing new projects with iconoclastic artists in unique presentation formats. The strong attendance in the 2017-18 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 14 years, during which time the SPCO has maintained its commitment to broad community accessibility, offering the most affordable ticket prices of any major American orchestra.Neighborhood Series ExpansionThe Saint Paul Chamber Orchestra was thrilled to expand its Neighborhood Series to Saint Paul's West Side in the 2017-18 season with a new 3-concert series at Humboldt High School Auditorium. These hour-long, family friendly concerts provided opportunities for young musicians from Humboldt High School and the Greater Twin Cities Youth Symphonies' Harmony violin instruction program to join the SPCO in performing on stage for their community. Tickets for this series are free for children, students, West Side residents, and West Side school students and their families. In addition to a regular concert series on the West Side, the SPCO is more deeply engaging with the community by expanding its CONNECT education program to the West Side's Riverview Elementary, presenting its free Start the Music! program for young children and their families at Humboldt High School, and building relationships with the community that will allow West Side residents input into the SPCO's activities in the neighborhood. The New Generation InitiativeThe SPCO announced its New Generation Initiative in 2016, a series of programs designed to dramatically expand access to classical music for young people in the Minneapolis-Saint Paul metro area. Through generous funding from a small group of donors, the SPCO is making it easier than ever for young people to experience SPCO concerts with free tickets for children and students, as well as special concerts geared toward young people. Special performances for young audiences in the 2017-18 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. After child and student attendance quadrupled in the first season of the New Generation Initiative, the 2017-18 season saw further growth, with 10% more children and students attending regular SPCO concerts than in the previous year (not including Free Family Music performances). 8374005 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 1 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 91 0 1 306 1 1 1 1 BD CJ LU 0 0 0 1 1 0 0 0 0 X 61 56 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 40.00 1.00 X X 250724 0 38255 Joseph Tashjian Chair 1.00 1.00 X X 0 0 0 Dobson West Immediate Past Chair 1.00 2.00 X X 0 0 0 Shawn Quant Treasurer 1.00 0.00 X X 0 0 0 David L Lillehaug Secretary 1.00 0.00 X X 0 0 0 Donna Ahrens Ex-Officio 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 Lynne Beck Ex-Officio 1.00 0.00 X 0 0 0 Debra J Berns 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 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/Trumpet 30.00 0.00 X 35904 0 7132 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 Andrina Hougham Director (thru Dec 2017) 1.00 0.00 X 0 0 0 Amy Hubbard Director 1.00 0.00 X 0 0 0 AJ Huss Jr Chair Emeritus 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 Robert L Lee Director 1.00 0.00 X 0 0 0 Sarah Lewis Ex-Officio/Cello 30.00 0.00 X 60923 0 32794 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 Sanford Moore Director 1.00 0.00 X 0 0 0 Betty Myers Ex-Officio 1.00 0.00 X 0 0 0 David E Myers Director 1.00 0.00 X 0 0 0 Eric Nilsson Director 1.00 0.00 X 0 0 0 Jenny Lind Nilsson Director 1.00 0.00 X 0 0 0 Lowell J Noteboom Director (thru Dec 2017) 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 Deborah J Palmer 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 1.00 0.00 X 0 0 0 Andrew J Redleaf Director (thru Dec 2017) 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 Paul C Reyelts 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 Hyobi Sim Ex-Officio/Viola 1.00 0.00 X 68406 0 10562 Ronald Sit 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 54942 0 4662 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 Priscilla Zee Director (thru Dec 2017) 1.00 0.00 X 0 0 0 Beth Toso Chief Financial Officer 40.00 0.00 X 129235 0 15891 Kyu-Young Kim Artistic Director/Violin 40.00 0.00 X 248065 0 15073 Ruggero Allifranchini Musician/Violin 30.00 0.00 X 150696 0 19549 Julie Albers Musician/Cello 30.00 0.00 X 131248 0 11734 Steven Copes Musician/Violin 30.00 0.00 X 183446 0 41293 1313589 0 196945 6 0 1 0 OPUS 3 Artists 470 Park Ave S 9th Floor N New York NY 10016 Artistic Performance Fees 119000 SD & A Teleservices 5757 West Century Blvd 300 Los Angeles CA 62041 Telefunding and Telemarketing 113023 SALO LLC 20 S 13th St Ste 200 Minneapolis MN 55403 Consulting Services 111293 3 57304 376859 458669 6336707 681540 7229539 Ticket Revenue 711130 2067842 2067842 Concerts For A Fee 711130 156600 156600 Other Revenue 711130 60911 60911 2285353 581346 371932 209414 12323433 11056708 1266725 1266725 1266725 16005 57304 47125 -31120 -31120 Other Investment Income 900099 170714 170714 170714 11502557 2285353 371932 1615733 991121 628527 173958 188636 27461 27461 4211821 3468626 268437 474758 274841 237390 13679 23772 368197 321383 8737 38077 358750 287382 29111 42257 73385 35341 33697 4347 38419 21071 17348 35400 22712 12688 75359 75359 220963 220963 88473 88473 161415 148667 1583 11165 274631 165919 46713 61999 266964 205992 19245 41727 335081 185959 89680 59442 404224 346719 24247 33258 28202 15939 11020 1243 757 757 310705 271826 11663 27216 22110 22110 Concert/Production Expe 1883547 1883547 Other Investment Expens 232801 232801 42601 11673 3478 27450 10727228 8374005 1229829 1123394 564525 1018482 2733290 2749363 29377 11395 205207 169926 2507627 1459828 1059263 1047799 23572304 23977565 16685960 16937778 73145 65566 3700750 3742031 48623821 49719905 1068741 773270 1026865 1067042 998160 356079 3093766 2196391 X -473627 1057241 6191044 6551296 39812638 39914977 45530055 47523514 48623821 49719905 X 775329 1277204 -59074 X 0 1 X 1 0 X 5677767 8385674 5767932 9238119 7229539 36299031 5677767 8385674 5767932 9238119 7229539 36299031 2903917 33395114 424678 628403 664131 557458 581346 2856016 183463 188672 192054 186383 170714 921286 40076333 10768108 0.83330 0.79610 X Schedule A, Part II, Line 10, Explanation of Other Income: Distribution from perpetual trust - 2013 Amount: $ 183,463. 2014 Amount: $ 188,672. 2015 Amount: $ 192,054. 2016 Amount: $ 186,383. 2017 Amount: $ 170,714. 39246157 911058 2275795 1475287 231055 40726668 36652459 253540 4155538 1565903 249477 39246157 38962172 174293 -574038 1648333 261635 36652459 39433543 124597 1303679 1609334 290313 38962172 37046470 19003 4212178 1597770 246338 39433543 0.01990 0.95650 0.02360 1 1 1 72998 29492 43506 2410629 1430336 980293 24000 24000 1047799 Absolute Return Strategies 12846131 F Private Equity 1260890 F Real Assets 2830757 F 16937778 Beneficial interest in charitable trusts 3742031 3742031 Deferred gifts 356079 356079 X 12035868 1277204 -290129 987075 11048793 453764 453764 11502557 10042409 0 10042409 453764 231055 684819 10727228 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 41,281. Change in value of gift annuities -81,349. Change in discount on pledges receivable -8,364. Change in discount on accrued liability -10,642. Fundraising Expense -231,055. Part XII, Line 4b - Other Adjustments: Fundraising expenses 231,055. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Endowment Investments 6938000 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Endowment Investments 423000 0 0 0 0 0 0 7361000 0 7361000 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 99516 75359 24157 99516 75359 24157 MN WI Opening Night 30031 24911 5120 14221 940 3264 Martin Frost Dinner 33334 22449 10885 14984 3772 2 9944 9944 9944 73309 57304 16005 29205 10884 7036 47125 -31120 X X X X 0 0 0 0 0 0 0 0 0 Jon Limbacher President & Managing Director 250234 0 0 0 490 0 14300 0 23955 0 288979 0 0 0 Kyu-Young Kim Artistic Director/Violin 245400 0 2000 0 665 0 15073 0 0 0 263138 0 0 0 Ruggero Allifranchini Musician/Violin 150031 0 0 0 665 0 13517 0 6032 0 170245 0 0 0 Steven Copes Musician/Violin 182781 0 0 0 665 0 18526 0 22768 0 224740 0 0 0 Elsa Nilsson Family Member of Current Board Member 27461 Compensation 0 X 50 544893 Average High/Low X Violin Bow 1 130000 Appraisal X Other 2 6647 Cost 1 0 1 0 Part I, Column (b): The organization reports the number of contributions in Part I Column b. Form 990, Part III, Line 4a Free Online Concert Library In 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 nearly 29,000 visits from Minnesotans and over 135,000 visits from listeners worldwide in 2017-18. In the most recent step in the organization's history of bold moves toward greater accessibility for the community, the orchestra announced a major new 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 2017-18 season, the SPCO offered free live video streams of six concerts, 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 2018-2019 season, the SPCO will also present several live streams of concerts, including a live stream of Handel's Messiah (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 in-person the opportunity to experience the SPCO's music. The SPCO has received numerous notes from viewers expressing their appreciation for the Concert Library and sharing the impact it has had in their lives, including this note from a thankful viewer: "I am disabled by a stroke and to go out to concerts and the like is difficult. I spend the entire day in a chair with my laptop beside me, operated by one hand on a keyboard or mouse. With SPCO I can be in my own concert chamber, in the front row, near to accomplished performers. Please accept my sincere gratitude." ARTISTIC ACHIEVEMENTS SPCO Musician-led Performances Firmly established as a primarily unconducted ensemble led by its own musicians, the SPCO presented 75 unconducted, musician-led performances in the 2017-18 season. Eleven SPCO musicians were featured as soloists with the orchestra and many musicians performed in small ensembles for SPCO at Icehouse, SPCO at Turf Club, and the Chamber Music Series. Premieres and Commissions The SPCO performed premieres of numerous new works, including The Dream of Stradella, a new piano concerto by Salvatore Sciarrino as the third 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. Additional works by SPCO Music Alive composer-in-residence Lembit Beecher, Anders Hillborg, Jessie Montgomery, Hannah Lash, Jacob Muhlrad, Martin Frost and Goran Frost were premiered, along with the premiere of Jesper Nordin's Emerge for Clarinet and Orchestra, which features an app invented by Nordin that allowed clarinetist and SPCO Artistic Partner Martin Frost to control sound and create sound sculptures in real time with his physical gestures. The SPCO's Liquid Music Series presented the world premiere of Come Through, a commissioned collaboration by Bon Iver and Saint Paul contemporary dance troupe TU Dance. It premiered with four sold-out performances at Saint Paul's Palace Theater in April 2018, and since has been performed at the Hollywood Bowl and Seattle's Paramount Theatre. The collaboration travels to Washington DC in March 2019 for a performance at the Kennedy Center. The Liquid Music season also featured premieres of works by Rafiq Bhatia, Emily Wells, Anna Meredith, Nathalie Joachim, Missy Mazzoli, Vijay Iyer and Teju Cole. Grammy Award-winning Recording The SPCO and Artistic Partner Patricia Kopatchinskaja recorded an original program centered around Schubert's Death and the Maiden during live performances in Saint Paul and the album from the recording session was released in October 2016 to critical acclaim. The New York Times included the recording in its list of the year's best classical releases and it won a Grammy award in the "Best Chamber Music/Small Ensemble Performance" category in January 2018. Prestigious Berkeley Residency After a successful week-long residency in Berkeley, California during the 2014-15 season with Artistic Partner Martin Frost, the SPCO returned to the prestigious Cal Performances Orchestra Residency at University of California, Berkeley in February 2018. The SPCO and pianist Jonathan Biss performed three programs, each including a Beethoven Piano Concerto and a recent SPCO commission. Two of the commissions from the Beethoven/5 project (Timo Andres' The Blind Banister and Salvatore Sciarrino's The Dream of Stradella) and George Tsontakis's O Mikros, O Megas saw their West Coast premieres during the three-day residency. "Saint Paul Chamber Orchestra shines with or without a conductor," proclaimed Joshua Kosman of the San Francisco Chronicle. "Wherever the downbeat was coming from, the results were spot-on - and even more notably, they gave evidence of a crackerjack instrumental ensemble that can work together as a single tightly knit entity." No Fiction Festival: True stories and personal histories told through music Music's ability to get to the emotional heart of a story was the inspiration for The Saint Paul Chamber Orchestra's No Fiction Festival, held in March 2018. Programming included SPCO chamber music concerts at the Capri Theater, Turf Club and Saint Paul Academy on the theme of sisterhood, featuring works by intrepid composers Amy Beach, the Boulanger sisters (Nadia and Lili), and Dame Gillian Whitehead. The festival also featured Liquid Music presentations of Fanm d'Ayiti, spotlighting women of Haitian song, and Shawnee, Ohio, illuminating life in a small Appalachian mining town, and additional events with partners On Being, Macalester College and Carleton College. Additional educational and auxiliary events for the festival included partnership programming with the Capri Theater, a panel discussion/talk-back following the Shawnee, Ohio presentation and a virtual residency with Nathalie Joachim in the SPCO's CONNECT schools through the premiere of Fanm d'Ayiti. ARTS PARTNERSHIP COLLABORATION In October 2017, 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 Latin 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 second 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 2018 to launch the inaugural 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. 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 our collaboration on programming, the members of the Arts Partnership also began an annual fundraising campaign in the 2017-18 season. Together, the Partners raised $541,146 for the new 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 SPCO looks forward to continued collaboration with the Arts Partnership 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 bylaws were amended to include the Chair Emeritus as an ex-officio director with voting rights. 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 41,281. Change in discount on pledges receivable -8,364. Change in discount on accrued liability -10,642. Change in value of gift annuities -81,349. 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 Chamberleaf Inc 3033 Excelsior Blvd Ste 300 Minneapolis MN 55416 263062443 Support St. Paul Chamber Orchestra MN 501(c)(3) Line 12b, II St Paul Chamber Orchestra Society 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 Oakleaf Endowment Trust for the SPCO S 170714 Accrual Arts Parnership C 328745 Accrual Schedule R, Part II: Chamberleaf, Inc was dissolved on December 31, 2017. During the fiscal year ending June 30, 2017, the Chamberleaf Board of Directors approved a plan to dissolve and transfer its remaining investments and cash proceeds from certain investments to the SPCO. On approximately March 31, 2017, Chamberleaf transferred several investments to the SPCO, which included payments on outstanding pledges and new gifts. The funds remaining after accounting expenses were donated to the SPCO during the fiscal year ending June 30, 2018. 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.