2019-01-30T15:27:53-06:00 2018-06-30 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2017-07-01 237300636 AMERICAN SYMPHONY ORCHESTRA LEAGUE D/B/A LEAGUE OF AMERICAN ORCHESTRAS AMER 2122625161 33 WEST 60TH STREET 5TH FLOOR NEW YORK NY 10023 JESSE ROSEN PRES/CEO 2122625161 2019-01-30 1 MAGDALENA M CZERNIAWSKI P00227472 2125038800 47.19.112.226 2019-01-30 15:26:43 ES P 93182FCA2B57E8A0BEF9B53827BA138B52645EA2 C9F00FD95E436BC684235A774996A9E8B56183B1 2017 2019-02-21 02:37:17Z LEAGUE OF AMERICAN ORCHESTRAS JESSE ROSEN 33 WEST 60TH STREET 5TH FLOOR NEW YORK NY 10023 5155034 0 X WWW.AMERICANORCHESTRAS.ORG X 1962 NY THE MISSION OF THE LEAGUE OF AMERICAN ORCHESTRAS IS TO LEAD, ENCOURAGE, SUPPORT AND SERVE ORCHESTRAS AS THEY ASSURE THE VITALITY OF THE MUSICAL EXPERIENCE, STRENGTHEN THE ENTIRE ORCHESTRAL ORGANIZATION AND DEEPEN THEIR CONNECTIONS WITH THEIR PUBLIC AND THEIR COMMUNITIES. 49 41 38 49 157275 28576 5219873 3964832 737011 905390 147176 122994 31735 15113 6135795 5008329 1365530 1626250 0 0 3451027 3095325 0 0 728008 2244710 2359297 7061267 7080872 -925472 -2072543 10848176 9130271 908168 975181 9940008 8155090 X THE MISSION OF THE LEAGUE OF AMERICAN ORCHESTRAS IS TO LEAD, ENCOURAGE, SUPPORT AND SERVE ORCHESTRAS AS THEY ASSURE THE VITALITY OF THE MUSICAL EXPERIENCE, STRENGTHEN THE ENTIRE ORCHESTRAL ORGANIZATION AND DEEPEN THEIR CONNECTIONS WITH THEIR PUBLIC AND THEIR COMMUNITIES. 0 0 3237276 1626250 752788 LEARNING AND LEADERSHIP DEVELOPMENTTHE LEAGUE OFFERS A VARIETY OF SEMINARS, FELLOWSHIPS, MENTORING CIRCLES, ONLINE LEARNING, AND MEETINGS THROUGH WHICH ORCHESTRA STAFF, BOARD MEMBERS, MUSICIANS, AND VOLUNTEERS CAN BUILD VALUABLE LEADERSHIP SKILLS TO ADDRESS THEIR ORCHESTRAS' SHORT- AND LONG-TERM CHALLENGES AND EVALUATE AND IMPROVE GOVERNANCE PRACTICE. THE ANNUAL NATIONAL CONFERENCE OFFERS ADDITIONAL OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT WHILE PROVIDING A FORUM TO DISCUSS EMERGING ISSUES AND TRENDS, EXCHANGE IDEAS, AND MODEL POSSIBLE SOLUTIONS TO COMMON PROBLEMS. 966116 COMMUNICATIONS AND PUBLIC RELATIONSTHE LEAGUE PROVIDES ORCHESTRAS AND INDIVIDUALS WITH UPDATES AND NEWS ABOUT THE FIELD; DEVELOPS STRATEGIC MESSAGING ABOUT THE PUBLIC VALUE OF ORCHESTRAS, FOR USE NATIONALLY AND BY ORCHESTRAS LOCALLY; FURNISHES FIELD-WIDE DATA AND CONTEXT TO JOURNALISTS; AND PROVIDES MEDIA RELATIONS GUIDANCE TO ORCHESTRAS NATIONWIDE. 302141 RESEARCH AND DEVELOPMENTTHE LEAGUE EQUIPS ORCHESTRAS WITH INDUSTRY-SPECIFIC RESEARCH AND INFORMATION TO FUEL INNOVATION AND PROVIDES THE DATA AND INFORMATION THEY NEED TO MAKE KEY DECISIONS. THE LEAGUE ALSO CONDUCTS, ANALYZES, AND DISSEMINATES A RANGE OF SURVEYS-FROM QUICK QUESTIONS FOCUSING ON SPECIFIC ISSUES, TO ANNUAL, IN-DEPTH STUDIES. 466471 ADVOCACYTHE LEAGUE REPRESENTS THE INTERESTS OF AMERICAN ORCHESTRAS TO MEMBERS OF CONGRESS AND THE EXECUTIVE BRANCH ON ISSUES AFFECTING THE ORCHESTRA FIELD; DISTRIBUTES UPDATES ON PENDING LEGISLATION, WITH RECOMMENDATIONS FOR LOCAL ACTION; AND PROVIDES ASSISTANCE TO ORCHESTRAS TO BUILD THEIR CAPACITY FOR LOCAL AND STATE ADVOCACY. 452032 MEMBER SERVICESTHE LEAGUE PROVIDES MORE THAN 800 MEMBERS WITH EXTENSIVE INFORMATION ABOUT THE FIELD, INCLUDING TRENDS, OPEN POSITIONS AND NEW APPOINTMENTS AND THE MANY OTHER ACTIVITIES OF THE NATION'S ORCHESTRAS. MEMBERS ARE INVITED TO PARTICIPATE IN LIST-SERVES, A CONFIDENTIAL SPACE WHERE THEY CAN SHARE THEIR EXTENSIVE KNOWLEDGE AND LEARN ABOUT BEST PRACTICES THROUGHOUT THE FIELD. 918503 5424036 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 35 0 1 38 1 1 1 0 0 0 0 0 0 0 0 0 X 49 41 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X MARK MARTIN FINANCE DIR 6468224022 33 WEST 60TH STREET 5TH FLOOR NEW YORK NY 10023 AARON FLAGG DIRECTOR 2.00 X 0 0 0 ALAN MASON DIRECTOR 2.00 X 0 0 0 ALAN MCINTYRE DIRECTOR/EX OFFICIO 2.00 X 0 0 0 ALAN PIERSON DIRECTOR 2.00 X 0 0 0 ALAN VALENTINE DIRECTOR 2.00 X 0 0 0 ALBERTA ARTHURS DIRECTOR 2.00 X 0 0 0 ALFRED MOORE DIRECTOR 2.00 X 0 0 0 ANN HUNTOON OUTGOING DIRECTOR/EX OFFICIO 2.00 X 0 0 0 ANNE PARSONS DIRECTOR 2.00 X 0 0 0 ANTHONY MCGILL DIRECTOR 2.00 X 0 0 0 BRUCE E CLINTON OUTGOING DIRECTOR 2.00 X 0 0 0 BURTON ALTER DIRECTOR/TREASURER 4.00 X X 0 0 0 CATHERINE C MOYE DIRECTOR 2.00 X 0 0 0 CYNTHIA M SARGENT OUTGOING DIRECTOR 2.00 X 0 0 0 DANIEL BERNARD ROUMAIN DIRECTOR 2.00 X 0 0 0 DAVID ALAN MILLER DIRECTOR 2.00 X 0 0 0 DAVID M ROTH DIRECTOR/SECRETARY 4.00 X X 0 0 0 DEBBIE MCKINNEY OUTGOING DIRECTOR/EX OFFICIO 2.00 X 0 0 0 DOUGLAS M HAGERMAN DIRECTOR/CHAIR 4.00 X X 0 0 0 GARY GINSTLING DIRECTOR 2.00 X 0 0 0 GLORIA DEPASQUALE DIRECTOR 2.00 X 0 0 0 HEATHER CLARKE DIRECTOR/EX OFFICIO 2.00 X 0 0 0 HELEN SHAFFER DIRECTOR/SECRETARY 2.00 X X 0 0 0 HENRY PEYREBRUNE DIRECTOR 2.00 X 0 0 0 HUGH W LONG PHD DIRECTOR 2.00 X 0 0 0 JENNIFER MONDIE DIRECTOR 2.00 X 0 0 0 JESSE ROSEN PRESIDENT AND CEO, DIRECTOR 37.50 X X 307759 0 27779 JIM HASLER DIRECTOR 2.00 X 0 0 0 JONATHAN WEEDMAN OUTGOING DIRECTOR 2.00 X 0 0 0 KJRISTINE LUND DIRECTOR 2.00 X 0 0 0 LESTER ABBERGER DIRECTOR 2.00 X 0 0 0 LOWELL J NOTEBOOM DIRECTOR 2.00 X 0 0 0 MARIAN GODFREY DIRECTOR 2.00 X 0 0 0 MARK JUNG DIRECTOR 2.00 X 0 0 0 MARY PATTON DIRECTOR 2.00 X 0 0 0 MATTHEW VANBESIEN DIRECTOR 2.00 X 0 0 0 MEGEN BALDA DIRECTOR/EX OFFICIO 2.00 X 0 0 0 MELANIE CLARKE DIRECTOR/VICE CHAIR 4.00 X X 0 0 0 NATHANIEL SUTTON OUTGOING DIRECTOR 2.00 X 0 0 0 PATRICIA A RICHARDS DIRECTOR 2.00 X 0 0 0 PENNY VAN HORN DIRECTOR 2.00 X 0 0 0 PRATICHI SHAH DIRECTOR 2.00 X 0 0 0 ROBERT J WAGNER DIRECTOR 2.00 X 0 0 0 ROBERT LEVINE OUTGOING DIRECTOR 2.00 X 0 0 0 SARA MUMMEY DIRECTOR/EX OFFICIO 2.00 X 0 0 0 SIMON WOODS OUTGOING DIRECTOR/EX OFFICIO 2.00 X 5000 0 0 STEVE C PARRISH DIRECTOR/VICE CHAIR 4.00 X X 0 0 0 TIFFANY AMMERMAN DIRECTOR 2.00 X 0 0 0 TRINE SORENSEN DIRECTOR 2.00 X 0 0 0 CELESTE WROBLEWSKI VP OF COMMUNICATIONS 37.50 X 161533 0 38369 HEATHER NOONAN VP ADVOCACY 37.50 X 161853 0 27947 KAREN YAIR VP KNOWLEDGE LEARNING AND LEADERSHIP 37.50 X 157844 0 2521 MARC MARTIN FINANCIAL DIRECTOR 37.50 X 107181 0 36490 SARAH KELLY VP DEVELOPMENT 37.50 X 173273 0 1271 AUDREY ELLIOTT-RISBUD DIRECTOR OF INSTITUTIONAL GIVING 37.50 X 101551 0 3601 ROBERT SANDLA CHIEF EDITOR 37.50 X 107865 0 15359 1283859 0 153337 8 0 1 0 0 1994957 138500 1831375 82777 3964832 MEETINGS AND SEMINARS 900099 748115 748115 SYMPHONY MAGAZINE 541800 157275 157275 905390 84699 84699 185000 146705 38295 38295 38295 OTHER REVENUE 900099 13713 4673 9040 MAILING LIST 900099 1400 1400 15113 5008329 752788 157275 133434 1577510 1577510 48740 48740 1213230 984359 54402 174469 1405259 884909 271528 248822 4326 3014 644 668 306661 198448 49294 58919 165849 117727 22047 26075 31417 31417 86477 86477 14328 14328 479047 322957 147552 8538 267204 222828 34022 10354 168905 119697 7893 41315 582951 405757 81209 95985 158871 140316 10717 7838 389778 335165 23388 31225 39817 14746 12497 12574 15735 6475 7732 1528 STAFF TRAINING 51168 2765 47701 702 EQUIP RENTAL & REPAIRS 41780 34911 3257 3612 BAD DEBT 19189 0 19189 0 MISCELLENAOUS 12630 3712 3534 5384 7080872 5424036 928828 728008 300 300 1301042 1333332 4336917 2450533 129031 104659 72353 121440 2416765 2352049 84826 64716 4781898 4912282 141809 143009 10848176 9130271 195392 340686 555141 528652 157635 105843 908168 975181 X 768536 989388 5610341 3604571 3561131 3561131 9940008 8155090 10848176 9130271 X -2072543 317201 -29576 X X 0 1 X 1 0 X 4569988 4680526 8131172 5219873 3964832 26566391 4569988 4680526 8131172 5219873 3964832 26566391 6186886 20379505 88393 100801 73944 73913 84699 421750 0 0 0 0 0 12138 20305 10433 31735 15113 89724 27077865 2805606 0.75260 0.75390 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2013 AMOUNT: $ 12,138. 2014 AMOUNT: $ 20,305. 2015 AMOUNT: $ 10,433. 2016 AMOUNT: $ 31,735. 2017 AMOUNT: $ 15,113. 9865 76612 86477 7023971 7110448 505522 126381 0 0 447650 407875 503063 505522 1864110 2796165 96605 67663 76995 86477 327740 111913 101969 125766 126381 466029 699044 8515 5006 4950 9865 28336 PART I-A, LINE 1: THE LEAGUE CONDUCTED DIRECT LOBBYING ON BEHALF OF ITS CONSTITUENT ORCHESTRA MEMBERS, AND GRASSROOTS LOBBYING IN PARTNERSHIP WITH OTHER NATIONAL ARTS AND NONPROFIT SERVICE ORGANIZATIONS, RELATED TO APPROPRIATIONS FOR NATIONAL ENDOWMENT FOR THE ARTS, INTERNATIONAL CULTURAL EXCHANGE AND ARTS EDUCATION PROGRAMMING, AND SUPPORT FOR ARTS EDUCATION IN THE REAUTHORIZATION OF THE ELEMENTARY AND SECONDARY EDUCATION ACT. LEAGUE STAFF WERE ALSO INVOLVED IN EFFORTS RELATED TO VISA AND TAX REQUIREMENTS FOR INTERNATIONAL GUEST ARTISTS, CHARITABLE GIVING INCENTIVES, PROTECTING THE USE OF WIRELESS MICROPHONES, AND SUPPORTIVE POLICIES FOR DOMESTIC AND INTERNATIONAL TRAVEL AND USE OF MUSICAL INSTRUMENTS. 0 4341007 348276 341847 4347436 4043032 497975 200000 4341007 4111835 181197 250000 4043032 4350577 100000 -88742 250000 4111835 4092055 483522 225000 4350577 0.81910 0.18090 0 0 904923 904923 0 216737 216625 112 1295105 1230501 64604 64716 DEFERRED RENT 105843 105843 X 5325530 317201 317201 5008329 0 5008329 7110448 29576 29576 7080872 0 7080872 PART V, LINE 4: THE LEAGUE'S ENDOWMENT INVESTMENT POLICY IS TO INVEST ASSETS INTO INVESTMENT INSTRUMENTS APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, OR THE INVESTMENT COMMITTEE SUBCOMMITTEE THEREOF, WITH THE ALLOCATION OF FUNDS BASED UPON SPECIFIED TARGET PERCENTAGES (OR RANGE OF TARGET PERCENTAGES) FOR EACH TYPE OF INVESTMENT INSTRUMENT. THE OVERALL INVESTMENT OBJECTIVE IS TO MAXIMIZE THE TOTAL RETURN FROM INCOME (DIVIDENDS AND INTEREST) AND THE APPRECIATION OF INVESTMENTS. ANY INCOME ON THE ENDOWMENT FUNDS AND ANY INCREASE IN VALUE OVER THE HISTORICAL DOLLAR VALUE AT THE TIME OF THE DONATION ARE GENERALLY TRANSFERRED TO GENERAL OPERATING FUNDS WITHIN THE YEAR EARNED FOR PROGRAM PURPOSES, INCLUDING, WHERE REQUIRED, THE PURPOSE AUTHORIZED BY THE RELEVANT CONTRIBUTIONS TO THE ENDOWMENT. CURRENTLY IT IS THE POLICY OF THE BOARD OF DIRECTORS THAT TRANSFERS FROM THE ENDOWMENT FUNDS DO NOT DEPLETE THE VALUE OF THE ENDOWMENT FUNDS BELOW HISTORICAL DOLLAR VALUE AT THE TIME OF DONATION. PART X, LINE 2: THE LEAGUE BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2018 AND 2017, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 ("INCOME TAXES"), WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: TRANSPORTATION BENEFITS NOT DEDUCTIBLE 29,576. 1 ALBANY SYMPHONY 19 CLINTON AVENUE ALBANY NY 12207 146013010 501 (C)(3) 40000 FUTURE'S FUND GRANT AMERICAN COMPOSERS ORCHESTRA 244 WEST 54TH STREET SUITE 805 NEW YORK NY 10019 132838450 501 (C)(3) 45000 WOMEN COMPOSER COMMISSION AMERICAN YOUTH PHILHARMONIC 4026 HUMMER ROAD ANNANDALE VA 22003 541064716 501 (C)(3) 15000 FUTURE'S FUND GRANT BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02115 042103550 501 (C)(3) 75000 FUTURE'S FUND GRANT CALIFORNIA SYMPHONY ORCHESTRA 1475 N BROADWAY SUITE 420 WALNUT CREEK CA 94596 943024038 501 (C)(3) 15000 FUTURE'S FUND GRANT CENTRAL OHIO SYMPHONY PO BOX 619 24 E WINTER STREET DELAWARE OH 43015 311009672 501 (C)(3) 15000 FUTURE'S FUND GRANT CHICAGO SINFONIETTA 70 E LAKE STREET SUITE 1430 CHICAGO IL 60601 363517987 501 (C)(3) 5010 FEE FOR CONFERENCE PERFORMANCE CHICAGO YOUTH SYMPHONY ORCHESTRAS 410 S MICHIGAN AVENUE SUITE 833 CHIACGO IL 60605 366109808 501 (C)(3) 15000 FUTURE'S FUND GRANT CONTEMPORARY YOUTH ORCHESTRA 12210 EUCLID AVENUE CLEVELAND OH 44106 341820263 501 (C)(3) 15000 FUTURE'S FUND GRANT DALLAS SYMPHONY ORCHESTRA 2301 FLORA STREET DALLAS TX 75201 750705442 501 (C)(3) 75000 FUTURE'S FUND GRANT DETROIT SYMPHONY ORCHESTRA 3711 WOODWARD AVE DETROIT MI 48201 381386132 501 (C)(3) 75000 FUTURE'S FUND GRANT EL PASO SYMPHONY ORCHEESTRA 1 CIVIC CENTER PLAZA EL PASO TX 79901 746000772 501 (C)(3) 15000 FUTURE'S FUND GRANT EMPIRE STATE YOUTH ORCHESTRA 432 STATE STREET SCHENECTADY NY 12305 222317557 501 (C)(3) 15000 FUTURE'S FUND GRANT EVANSVILLE PHILHARMONIC PO BOX 84 EVANSVILLE IN 47701 350965634 501 (C)(3) 15000 FUTURE'S FUND GRANT FOX VALLEY SYMPHONY ORCHESTRA 111 W COLLEGE AVENUE SUITE 550 APPLETON WI 54911 391089489 501 (C)(3) 15000 FUTURE'S FUND GRANT GREATER AKRON MUSICAL ASSOCIATION 92 NORTH MAIN STREET AKRON OH 44308 346003828 501 (C)(3) 6000 FUTURE'S FUND GRANT GREENSBORO SYMPHONY ORCHESTRA 200 NORTH DAVLE STREET BOX 10 GREENSBORO NC 27401 566063111 501 (C)(3) 15000 FUTURE'S FUND GRANT HANDEL AND HAYDN SOCIETY 9 HARCOURT STREET BOSTON MA 02116 042126598 501 (C)(3) 40000 FUTURE'S FUND GRANT HOUSTON SYMPHONY SOCIETY 615 LOUISIANA STREET SUITE 102 HOUSTON TX 77002 741157373 501 (C)(3) 75000 FUTURE'S FUND GRANT INNER CITY YOUTH ORCHESTRA OF LOS ANGELES 6820 S LA TIJERA BOULEVARD SUITE 201 LOS ANGELES CA 90045 453622466 501 (C)(3) 15000 FUTURE'S FUND GRANT INTERSCHOOL ORCHESTRAS OF NEW YORK 121 W 27TH STREET SUITE 902 NEW YORK NY 10001 237401867 501 (C)(3) 6000 FUTURE'S FUND GRANT KNOXVILLE SYMPHONY SOCIETY PO BOX 360 KNOXVILLE TN 37901 626008097 501 (C)(3) 40000 FUTURE'S FUND GRANT LIMA SYMPHONY ORCHESTRA 133 N ELIZABETH STREET LIMA OH 45801 344465022 501 (C)(3) 15000 FUTURE'S FUND GRANT LOS ANGELES PHILHARMONIC 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 951696734 501 (C)(3) 75000 FUTURE'S FUND GRANT LUBBOCK SYMPHONY ORCHEESTRA 601 AVENUE K LUBBOCK TX 79401 756001993 501 (C)(3) 15000 FUTURE'S FUND GRANT MINNESOTA ORCHESTRA ASSOCIATION 1111 NICOLLET MALL MINNEAPOLIS MN 55403 410693875 501 (C)(3) 75000 FUTURE'S FUND GRANT NASHVILLE SYMPHONY ASSOCIATION ONE SYMPHONY PLACE NASHVILLE TN 37201 620550979 501 (C)(3) 75000 FUTURE'S FUND GRANT NEW BEDFORD SYMPHONY ORCHESTRA 128 UNION STREET SUITE 204 NEW BEDFORD MA 02740 042658082 501 (C)(3) 15000 FUTURE'S FUND GRANT NEW HAVEN SYMPHONY ORCHESTRA 545 LONG WHARF DRIVE 6/F NEW HAVEN CT 06511 066000592 501 (C)(3) 40000 FUTURE'S FUND GRANT NEW WORLD SYMPHONY 500 17TH STREET MIAMI BEACH FL 33139 592809056 501 (C)(3) 40000 FUTURE'S FUND GRANT NEW YORK PHILARMONIC 10 LINCOLN CENTER PLAZA NEW YORK NY 10023 131664054 501 (C)(3) 75000 FUTURE'S FUND GRANT NORTHERN OHIO YOUTH ORCHESTRAS 39 SOUTH MAIN STREET SUITE 244 OBERLIN OH 44074 341370528 501 (C)(3) 6000 FUTURE'S FUND GRANT OAKLAND SYMPHONY 1440 BROADWAY SUITE 405 OAKLAND CA 94612 943081554 501 (C)(3) 40000 FUTURE'S FUND GRANT ORCHESTRA OF ST LUKE'S 450 WEST 37TH STREET SUITE 502 NEW YORK NY 10018 510201839 501 (C)(3) 40000 FUTURE'S FUND GRANT PACIFIC SYMPHONY 3631 SOUTH HARBOR BOULEVARD SUITE 100 SANTA ANA CA 92704 953635496 501 (C)(3) 40000 FUTURE'S FUND GRANT PORTLAND SYMPHONY ORCHESTRA PO BOX 3573 PORTLAND ME 04104 016006058 501 (C)(3) 40000 FUTURE'S FUND GRANT PROJECT 440 1315 WALNUT STREET SUITE 320 PHILADELPHIA PA 19107 205455597 501 (C)(3) 15000 FUTURE'S FUND GRANT RICHMOND SYMPHONY 612 EAST GRACE STREET SUITE 401 RICHMOND VA 23219 546024033 501 (C)(3) 40000 FUTURE'S FUND GRANT SAN DIEGO SYMPHONY ORCHESTRA 1245 7TH AVE SAN DIEGO CA 92101 952040874 501 (C)(3) 75000 FUTURE'S FUND GRANT SAN FRANCISCO SYMPHONY 201 VAN NESS AVENUE SAN FRANCISCO CA 94102 941156284 501 (C)(3) 75000 FUTURE'S FUND GRANT SEATTLE SYMPHONY ORCHESTRA PO BOX 21906 SEATTLE WA 98111 910667412 501 (C)(3) 75000 FUTURE'S FUND GRANT THE BOSTON MODERN ORCHESTRA 376 WASHINGTON STREET SUITE 101 MALDEN MA 02148 043238554 501 (C)(3) 15000 FUTURE'S FUND GRANT THE LEXINGTON PHILHARMONIC 161 N MILL STREET LEXINGTON KY 40507 616033529 501 (C)(3) 6000 FUTURE'S FUND GRANT TULSA SYMPHONY ORCHESTRA 117 N BOSTON AVENUE SUITE 201 TULSA OK 74103 203798077 501 (C)(3) 6000 FUTURE'S FUND GRANT YOUTH ORCHESTRAS OF SAN ANTONIO 106 AUDITORIUM CIRCLE SUITE 130 SAN ANTONIO TX 78205 741926713 501 (C)(3) 15000 FUTURE'S FUND GRANT 45 FORD MUSICIAN AWARD 7 13200 FUTURE'S FUND 14 3700 NATIONAL CONDUCTING PREVIEW 3 1840 WOMEN'S COMPOSER COMMISSIONS 4 30000 PART I, LINE 2: EACH GRANTEE IS REQUIRED TO SUBMIT TWO GRANT REPORTS: AN INTERIM REPORT AND FINAL REPORT. GRANTEES ARE ASKED TO DECRIBE HOW THE FUNDS WERE ULTIMATELY USED FOR THEIR WORK. THE SECOND-YEAR GRANT PAYMENT IS CONTIGENT ON DEMOSTRATION OF THE GRANTEE'S FULLFILLMENT OF ITS INTENDED WORK. X X X X 0 0 0 0 0 0 0 0 0 JESSE ROSEN PRESIDENT AND CEO, DIRECTOR 289759 0 0 0 18000 0 0 0 27779 0 335538 0 0 0 CELESTE WROBLEWSKI VP OF COMMUNICATIONS 161533 0 0 0 0 0 0 0 38369 0 199902 0 0 0 HEATHER NOONAN VP ADVOCACY 149853 0 0 0 12000 0 0 0 27947 0 189800 0 0 0 KAREN YAIR VP KNOWLEDGE LEARNING AND LEADERSHIP 157844 0 0 0 0 0 0 0 2521 0 160365 0 0 0 SARAH KELLY VP DEVELOPMENT 173273 0 0 0 0 0 0 0 1271 0 174544 0 0 0 PART II, COLUMN B(III) AMOUNT IN THIS COLUMN FOR CERTAIN INDIVIDUALS REPRESENTS CONTRIBUTIONS TO 457(B) RETIREMENT. X 5 82777 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER SHOWN ON LINE 9 COLUMN (B) REFLECTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE INVOLVED IN GOVERNANCE DECISIONS IN REGARDS TO THE ELECTION OF BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 DRAFT IN DETAIL BEFORE SUBMITTING IT TO THE CEO WHO THEN REVIEWS IT IN DETAIL. ONCE APPROVED BY MANAGEMENT, THE DRAFT 990 IS THE SENT TO THE ENTIRE BOARD WITH A COMMENT PERIOD. ONCE THE REVIEW PERIOD EXPIRES AND, IF THERE ARE NO CHANGES, THE FORM IS FILED WITH THE IRS. IF CHANGES ARE REQUIRED, THE FORM IS UPDATED AND FILED WITH THE IRS PRIOR TO ITS DUE DATE. FORM 990, PART VI, SECTION B, LINE 12C A DISCLOSURE STATEMENT IS DISTRIBUTED TO ALL BOARD MEMBERS AND COLLECTED ANNUALLY AND IS DISCUSSED AT THE TIME THAT IT IS CIRCULATED. THE LEAGUE ALSO INVESTIGATES ANY CONFLICT(S) THAT MAY BE REPORTED BY ANY BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 A STUDY WAS DONE TO DETERMINE THE PROPER COMPENSATION FOR THE CEO WHEN HIS CONTRACT WAS SIGNED IN 2008. THE FULL BOARD APPROVED THE CONTRACT. FOR OTHER KEY EMPLOYEES HIRED DURING THE YEAR, THE ORGANIZATION ESTABLISHES SALARY LEVELS THAT ARE COMPARABLE TO THE LARGER ORCHESTRAS THROUGHOUT THE US. THE FULL BOARD ALSO APPROVES SALARIES OF KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS APPEAR ON THE LEAGUE'S WEBSITE. COPIES ARE ALSO MADE AVAILABLE TO ALL MEMBERS AT THE LEAGUE'S ANNUAL MEETING WHICH IS HELD DURING THE ANNUAL CONFERENCE. COPIES ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSPORTATION BENEFTS NOT DEDUCTIBLE -29,576. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE FROM PRIOR YEAR.