2019-05-14T15:18:31-05:00 2018-06-30 341663731 ZINNER & CO LLP 3201 ENTERPRISE PARKWAY SUITE 410 CLEVELAND OH 441227329 990 2017-07-01 340714339 THE CLEVELAND MUSIC SCHOOL SETTLEMENT CLEV 2164215806 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 STEVEN F KREGER VP OF FINANCE 2164215806 2019-05-14 1 SUSAN D KRANTZ P00233254 2168310733 2019-05-13 12.174.67.212 2019-05-14 10:58:05 ED P 072AE70458B69FF65B238D14BA97289E81E199E7 029C0A0D5E8E3FFACAC2DAF85E181DEC7E0400F7 2017 2019-02-21 02:37:17Z THE MUSIC SETTLEMENT STEVEN F KREGER 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 7071365 0 X WWW.THEMUSICSETTLEMENT.ORG X 1912 OH THE VISION OF THE MUSIC SETTLEMENT IS TO BE A WELCOMING AND DYNAMIC COMMUNITY SCHOOL THAT SERVES THE ENTIRE COMMUNITY, RICH AND POOR ALIKE, THROUGH EXCELLENT PROGRAMS IN MUSIC AND ARTS INSTRUCTION, MUSIC THERAPY, AND EARLY CHILDHOOD EDUCATION. 20 20 161 192 0 -3013 2036445 2302636 2567320 2381639 105709 309961 271557 310410 4981031 5304646 162514 162368 0 0 2886878 3032892 0 0 223203 1319009 1425489 4368401 4620749 612630 683897 21072666 21348740 4216889 3594049 16855777 17754691 X THE MISSION OF THE MUSIC SETTLEMENT IS TO CREATE A COMMUNITY WHERE ARTISTIC EXPRESSION BELONGS TO EVERYONE BY SERVING THOSE WHO SEEK PERSONAL GROWTH THROUGH THE ARTS. 0 0 1399835 12359 1021246 THE MISSION OF THE MUSIC SETTLEMENT'S CENTER FOR EARLY CHILDHOOD IS TO PROVIDE HIGH QUALITY EARLY CHILDHOOD EXPERIENCES FOR CHILDREN AGES 3 MONTH TO 6 YEARS OF AGE. EDUCATIONAL PROGRAMS AT UNIVERSITY CIRCLE AND OHIO CITY LOCATIONS OFFER STATE ACCREDITED PRESCHOOL, DAY SCHOOL, AND KINDERGARTEN COURSES TO CHILDREN 3-6 YEARS. THESE PROGRAMS NURTURE THE INDIVIDUAL, SUPPORT THE FAMILY AND ENHANCE A CHILD'S SOCIAL, EMOTIONAL AND ACADEMIC DEVELOPMENT THROUGH INVOLVEMENT WITH CREATIVE ARTS. THIS HAS BEEN AN IMPORTANT PART OF THE MUSIC SETTLEMENT FOR OVER 65 YEARS AND WE HAVE EARNED A REPUTATION FOR EXCELLENCE IN ALL ASPECTS OF EARLY CHILDHOOD EDUCATION. ARTS FOR THE YOUNG PROGRAMS PROVIDE CREATIVE AND INNOVATIVE MUSIC CLASSES FOR ADULT AND CHILD, AGES 3 MONTH- 6 YEARS, TO BEGIN EXPLORING MUSIC TOGETHER. 824704 55428 534461 ESTABLISHED IN 1966, THE MUSIC SETTLEMENT'S CENTER FOR MUSIC THERAPY HAS BEEN A PIONEER IN HELPING PEOPLE WITH DISABILITIES AND/OR MEDICAL ISSUES. THE MISSION OF THE CENTER IS TO CREATIVELY USE MUSIC AS A THERAPEUTIC TOOL FOR MEETING THE CHALLENGES AND NEEDS AND PROMOTING THE WELL-BEING OF THOSE IN OUR COMMUNITIES. THE CENTER EMPLOYS BOARD-CERTIFIED MUSIC THERAPISTS (MT-BC'S) WHO CONDUCT INDIVIDUAL OR GROUP MUSIC THERAPY SESSIONS AT OUR UNIVERSITY CIRCLE CAMPUS AND AT NUMEROUS EDUCATIONAL, MEDICAL, SOCIAL SERVICE AND RECREATIONAL AGENCIES IN THE CLEVELAND METROPOLITAN AREA. OUR MT-BC'S SYSTEMATICALLY AND PRESCRIPTIVELY USE MUSIC-BASED INTERVENTIONS TO POSITIVELY IMPACT THE LIVES OF CHILDREN AND ADULTS FACING A WIDE RANGE OF LIFE'S CHALLENGES. IN FY18 WE SERVED OVER 4600 INDIVIDUALS WITH A VARIETY OF DIAGNOSES AND NEEDS AT OUR MAIN CAMPUS AND WITH 37 ORGANIZATIONS AT 86 LOCATIONS. 1374893 94581 825932 THE MUSIC SETTLEMENT'S CENTER FOR MUSIC PROVIDES MUSIC INSTRUCTION, CLASSES, AND ENSEMBLES TO STUDENTS OF ALL AGES FROM AROUND THE GREATER CLEVELAND AREA. IN KEEPING WITH OUR MISSION, STUDENTS OF ALL CIRCUMSTANCES ARE ADMITTED WITHOUT AUDITION, AND THE CENTER AWARDS FINANCIAL AID AND SCHOLARSHIPS TO ENSURE THAT ABILITY TO PAY IS NOT A BARRIER TO MUSICAL STUDY. THE CENTER FOR MUSIC HAS SEVERAL OUTREACH PARTNERS FOR OFF-SITE MUSIC INSTRUCTION. NATIONALLY, WE HAVE COLLABORATED WITH THE BERKLEE COLLEGE OF MUSIC AS PART OF THEIR CITY MUSIC NETWORK. THE MUSIC SETTLEMENT STUDENTS, ENROLLED IN THE JAZZ AT THE MUSIC SETTLEMENT (JAMS) PROGRAM, VIE TO BECOME ANNUAL RECIPIENTS OF A FULL SCHOLARSHIP TO BERKLEE'S 5 WEEK SUMMER PERFORMANCE PROGRAM. 3599432 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 66 0 1 161 1 1 1 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X STEVEN F KREGER 2164215806 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 MAURA HUGHES DIRECTOR 2.00 X 0 0 0 CRAIG BROWN DIRECTOR 2.00 X 0 0 0 ELISABETH STAHL DIRECTOR 2.00 X 0 0 0 STEVEN MUIR DIRECTOR 2.00 X 0 0 0 ROBERT CONRAD DIRECTOR 2.00 X 0 0 0 THOMAS HOLMES DIRECTOR 2.00 X 0 0 0 KENNETH HORNER 2ND VICE CHAIR & TREASURER 2.00 X X 0 0 0 STEPHEN MAHONEY MD DIRECTOR 2.00 X 0 0 0 DENNIS SCHWARTZ DIRECTOR 2.00 X 0 0 0 JOHN WALDECK JR CHAIR 2.00 X X 0 0 0 DEBORAH WILCOX 1ST VICE CHAIR 2.00 X X 0 0 0 CHRISTOPHER BRANDT MD DIRECTOR 2.00 X 0 0 0 MICHAEL CANTOR DIRECTOR 2.00 X 0 0 0 ANDREW FIORELLA SECRETARY 2.00 X X 0 0 0 JOHN GIBBON DIRECTOR 2.00 X 0 0 0 RENE POLIN DIRECTOR 2.00 X 0 0 0 ERIC KOGELSCHATZ DIRECTOR 2.00 X 0 0 0 HOWARD BERUSCH DIRECTOR 2.00 X 0 0 0 KATHERINE BRANDT DIRECTOR 2.00 X 0 0 0 DARYL DECKARD DIRECTOR 2.00 X 0 0 0 PATRICIA CAMACHO HUGHES DIRECTOR OF DEVELOPMENT 40.00 X 72743 0 0 GERALYN M PRESTI PRESIDENT & CEO 40.00 X 149295 0 0 STEVEN F KREGER VP-FINANCE & ADMINISTRATION 40.00 X 80581 0 0 ANNE-MARIE SCHWARZ VP INSTITUTIONAL ADVANCEMENT 40.00 X 0 0 0 302619 0 0 1 0 0 0 0 276498 2026138 46952 2302636 EARLY CHILDHOOD DEVELOPMENT 611600 1021246 1021246 DEPARTMENT OF MUSIC 611600 825932 825932 MUSIC THERAPY 611600 534461 534461 2381639 145085 145085 1931595 1766719 164876 164876 164876 RENTAL AND FEE INCOME 532000 280946 280946 MISCELLANEOUS REVENUE 611600 29464 29464 310410 5304646 2692049 0 309961 162368 162368 321548 257122 51182 13244 2231839 1784662 355252 91925 46883 37489 7463 1931 244363 195402 38896 10065 188259 150539 29966 7754 16143 16143 142149 82355 53889 5905 38833 25465 11914 1454 195676 155390 39957 329 29804 17267 11299 1238 56570 32774 21446 2350 196561 154072 38039 4450 CONTRACT SERVICES 297897 178751 52816 66330 SUPPLIES 250475 228967 15589 5919 SECURITY 74588 59232 15231 125 DUES & SUBSCRIPTIONS 40104 23234 15204 1666 86689 54343 23828 8518 4620749 3599432 798114 223203 1673632 1202881 355805 1050625 3180926 3147546 104149 117637 63964 98673 9122824 5208410 3968149 3914414 6526041 6543964 5170000 5273000 30000 0 21072666 21348740 837567 219798 98072 138878 3281250 3235373 4216889 3594049 X 3170994 3639844 1793919 2118553 11890864 11996294 16855777 17754691 21072666 21348740 683897 359573 23098 -167654 0 X X 0 1 X 1 0 X 11696041 63136 664964 607177 11816964 11045242 72065 890715 311981 11696041 11287664 122731 -63824 301329 11045242 11496531 342496 -256079 295284 11287664 10469918 66747 1249348 289482 11496531 1.00000 1 0 53400 53400 6402728 3777899 2624829 2666696 1430511 1236185 3914414 BENEFICIARY INTEREST-COLE 572000 C BENEFICIARY INTEREST-GRIFFITHS 4117000 C BENEFICIARY INTEREST-KULAS 584000 C 5273000 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SEE PART II PART I, LINE 3 THE VISION OF THE MUSIC SETTLEMENT IS TO BE A WELCOMING AND DYNAMIC COMMUNITY SCHOOL THAT SERVES THE ENTIRE COMMUNITY, RICH AND POOR ALIKE, THROUGH EXCELLENT PROGRAMS IN MUSIC AND ARTS INSTRUCTION, MUSIC THERAPY, AND EARLY CHILDHOOD EDUCATION. THE BY-LAWS STATE THAT "THE MUSIC SETTLEMENT ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW, TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SETTLEMENT. THE MUSIC SETTLEMENT SHALL NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEX, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW, IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND OTHER SCHOOL-ADMINISTERED POLICIES AND PROGRAMS." THE SETTLEMENT HAS BEEN SERVING RACIALLY, ETHNICALLY AND ECONOMICALLY DIVERSE POPULATIONS SINCE 1912 AND ITS PRACTICES FOLLOW THE ABOVE STATEMENTS. PART I, LINE 6A ASSISTANCE IS RECEIVED FROM THE FOLLOWING GOVERNMENTAL AGENCIES: OHIO ARTS COUNCIL CUYAHOGA ARTS COUNCIL OHIO FACILITIES CONSTRUCTION COMMISSION 1 SCHOLARSHIP AND FINANCIAL AID 360 162368 0 FMV PART I, LINE 2: EACH YEAR FINANCIAL AID AND SCHOLARSHIP FUNDS ARE MADE AVAILABLE FOR DISTRIBUTION BASED ON BOARD POLICY, BUDGET CONSIDERATIONS AND DONOR'S WISHES. SCHOLARSHIPS ARE DISTRIBUTED TO STUDENTS BASED ON MERIT THROUGH AUDITIONS. FINANCIAL AID IS DISTRIBUTED TO NEEDY STUDENTS BASED ON A SLIDING SCALE INCOME GRID--THE MORE NEEDING STUDENTS RECEIVE A HIGHER PERCENTAGE OF TUITION PAID FOR BY FINANCIAL AID. ANY STUDENT MAY APPLY FOR FINANCIAL AID. X MUSICAL INTRUMENTS 6 28380 FAIR MARKET VALUE X INVENTORY 49 13201 FAIR MARKET VALUE X EQUIPMENT 8 3395 FAIR MARKET VALUE X MISCELLANEOUS CONTRIBUTIONS 8 1976 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS REVIEWED BY THE FINANCE COMMITTEE MEMBERS AND THEIR COMMENTS WERE REFLECTED IN THE FINAL RETURN. A COPY WAS PROVIDED TO ALL BOARD MEMBERS BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE MUSIC SETTLEMENT REQUIRES AN ANNUAL REVIEW AND UPDATE BY BOARD MEMBERS OF THE CONFLICT OF INTEREST POLICY. BOARD AND SENIOR STAFF MEMBERS ANNUALLY SIGN A DOCUMENT WHICH STATES THAT THEY HAVE READ AND ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER POSITION IS REVIEWED ANNUALLY BY BOTH THE CHAIRMAN OF THE BOARD AND THE BOARD. A SALARY ANALYSIS IS COMPLETED AND PRESENTED FOR COMMITTEE REVIEW AND APPROVAL. ALL OTHER OFFICERS ARE REVIEWED ANNUALLY BY THE CHIEF EXECUTIVE OFFICER WHICH INCLUDES A PERFORMANCE ASSESSMENT TO ESTABLISH WHETHER ANNUAL OBJECTIVES (BY POSITION) HAVE BEEN MET. FORM 990, PART VI, SECTION C, LINE 19 THE MUSIC SETTLEMENT MAKES ALL GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TMS WEST 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 812226622 PROVIDE ARTS EXPERIENCES OH 501(C)(3) 509(A)(3) THE CLEVELAND MUSIC SCHOOL SETTLEMENT 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TMS WEST D 433389 FAIR MARKET VALUE