CHICAGO SYMPHONY ORCHESTRA: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHICAGO SYMPHONY ORCHESTRA (EIN 36-2167823)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-11
- IRS object ID
- 201801319349302205
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T10:34:05-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167823 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chicago Symphony Orchestra | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIC | BusinessNameControlTxt |
| Phone | 3122943333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S Michigan Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606042559 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeff Alexander | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3122943301 | PhoneNum |
| Signature | 2018-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.174.87.76 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-07 | IPDt |
| IP Tm | 11:09:41 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D3B4F40EB17B5C37DBB46201F3745C857B73140C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D75D889A1701CEC1102D9A6794E0DD88942743E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jeff Alexander | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S Michigan Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606042559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $192,917,877 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cso.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | To present classical music to Chicago, national and international audiences. | ActivityOrMissionDesc |
| Voting Members Governing Body | 131 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 130 | VotingMembersIndependentCnt |
| Total Employee | 1238 | TotalEmployeeCnt |
| Total Volunteers | 900 | TotalVolunteersCnt |
| Total Gross UBI | -$199,870 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$287,651 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,408,215 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,567,693 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,110,071 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,137,785 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,616,556 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,489,934 | CYInvestmentIncomeAmt |
| PY Other Revenue | $500,303 | PYOtherRevenueAmt |
| CY Other Revenue | $488,322 | CYOtherRevenueAmt |
| PY Total Revenue | $77,635,145 | PYTotalRevenueAmt |
| CY Total Revenue | $79,683,734 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $789,575 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $83,082 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,200,785 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $46,596,214 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $546,907 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $498,090 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,902,136 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,365,101 | PYOtherExpensesAmt |
| CY Other Expenses | $32,492,232 | CYOtherExpensesAmt |
| PY Total Expenses | $79,902,368 | PYTotalExpensesAmt |
| CY Total Expenses | $79,669,618 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,267,223 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,116 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $488,120,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $499,889,304 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $241,159,533 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $232,617,343 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $246,960,507 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $267,271,961 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The central mission of the Chicago Symphony Orchestra Association is to present classical music through the Chicago Symphony Orchestra to Chicago, national and international audiences.The mission is supported by four mutually reinforcing elements:Artistic excellence: continued international preeminence in the field of orchestral excellenceAudience development: leading audience development initiativesEducation: superior education and community programsFinancial stability: fiscal responsibility for long-term stability | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $50,469,427 | ExpenseAmt |
| Grant | $33,450 | GrantAmt |
| Revenue | $24,396,156 | RevenueAmt |
| Desc | Chicago Symphony Orchestra Concerts -- During the 2016/17 season, the CSO performed 156 paid and free concert programs for over 300,000 patrons. The CSO premiered nine works and performed 18 for the first time. Tours included concerts in one domestic and seven foreign cities. The free Concert for Chicago led by Maestro Muti at the Apostolic Church of God on Chicago's South Side drew approximately 3,000 people. The CSO celebrated Sergei Prokofiev's birthday by featuring a wide selection of his orchestral works, and performed all of Brahms' symphonies. The orchestra performed one concert at Holy Name Cathedral, three at Wheaton College's Edman Memorial Chapel, and will perform 16 concerts at Ravinia Park as part of the annual summer residency. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,836,756 | ExpenseAmt |
| Revenue | $3,470,653 | RevenueAmt |
| Desc | Symphony Center Presents Concerts -- The Chicago Symphony Orchestra Association offers concerts by acclaimed guest artists in the fields of jazz, pop, world, and classical music under the auspices of Symphony Center Presents. Thirty-one concerts were presented during the season, with more than 75,000 tickets sold. These concerts featured established and emerging artistic leaders and musicians performing a wide variety of musical styles for diverse audiences. SCP programs include Orchestra, Chamber, and Piano music series, and Jazz at Symphony Center, which is one of the most comprehensive and acclaimed jazz series in the country. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,635,351 | ExpenseAmt |
| Revenue | $433,746 | RevenueAmt |
| Desc | Education Concerts and Activities -- The Negaunee Music Institute at the Chicago Symphony Orchestra presents dozens of programs sharing music's transformative power with approximately 45,000 students and teachers, families, seniors, and underserved populations. The Institute engaged children from more than 170 Chicago Public Schools in 2016/17, and provided free tickets and transportation to concerts in schools, parks, and other community venues. A special Concert for Peace launched a new initiative led by Music Director Riccardo Muti and Judson and Joyce Green Creative Consultant Yo-Yo Ma that includes additional peace concerts and expanded songwriting projects for incarcerated youth. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt | GrantGrantAmt |
|---|---|---|---|
| $121,138 | Retail Sales - Music-related merchandise is available for purchase at The Symphony Store. | ||
| $257,996 | Rentals and Commissions - A Club is available to donors for dining prior to CSO concerts. | ||
| $850,603 | Rentals and Commissions - Performance space provided to Chicagoland arts organizations. | $767,225 | |
| $395,434 | Rentals and Commissions - A restaurant and concessions are provided for audiences attending concerts. | $344,577 | |
| $158,057 | Rentals and Commissions - Parking lot provided for audiences' convenience to attend concerts. | $477,500 | |
| $821,593 | Media and Royalty - Radio Broadcast series, In-house recording label, audio recordings in compact disc and digital download formats. | $136,079 | |
| $2,157,510 | Civic Orchestra Concerts -- Founded in 1919, the Civic Orchestra of Chicago has trained thousands of the nation's finest emerging professional musicians while presenting free concerts at Symphony Center and in schools and other neighborhood venues throughout Greater Chicago. The Civic offers world-class training in performance protocol under the guidance of Maestro Muti, Yo-Yo Ma, CSO musicians, guest conductors, and other artistic leaders from around the world. During the 2016/17 season, the Civic Orchestra of Chicago reached approximately 14,000 audience members. Approximately 90 young musicians (including alternates) participate in the Civic Orchestra each year.The Civic fellowship program - a curricular enhancement mentored by CSO Judson and Joyce Green Creative Consultant Yo-Yo Ma - doubled in size from the previous year and now features 14 fellows representing all sections of the Orchestra. Fellows gained valuable real world experience teaching private lessons, group classes, side-by-side modeling and coaching students in grades K-12. This year Civic partnered with The People's Music School for the first time, allowing fellows to teach at three community locations in the Albany Park, Back of the Yards, and Uptown neighborhoods. Additionally, this new partnership will continue to support expanded teaching and learning opportunities on the city's South Side at the Gary Comer Youth Center and Lara Academy as part of the Initiative for a Move Peaceful Chicago. More than 1,000 Civic alumni are currently engaged in professional music positions, including positions with top orchestras, around the world. Over the years, more than 75 Civic alumni have become CSO members, and fifteen current CSO musicians are Civic alumni. The Civic Orchestra of Chicago is the only pre-professional orchestra of its type associated with a major American orchestra. | $111,849 | $49,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,762,331 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $49,632 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,837,230 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $62,703,865 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 198 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1238 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 131 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 130 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stacie M FrankVP and CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122943301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S Michigan Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606042559 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (148 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Jeff Alexander | |||||||
| President | 40.00 | Yes (X) | Yes (X) | $504,260 | $0 | $31,043 | |
| Helen Zell | |||||||
| Chairman | 1.90 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mary Louise Gorno | |||||||
| Vice Chairman | 0.70 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Robert A Kohl | |||||||
| Vice Chairman | 0.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Paul R Wiggin | |||||||
| Vice Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| W Robert Reum | |||||||
| Treasurer | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James W Mabie | |||||||
| Treasurer | 0.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mrs Robert A Beatty | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Marshall Bennett | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Melvyn Bergstein | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Arnold M Berlin | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| William G Brown | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Dean L Buntrock | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Robert N Burt | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Richard W Colburn | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Richard H Cooper | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| James S Crown | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Anthony T Dean | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Debora de Hoyos | |||||||
| Life Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Charles Douglas | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| John A Edwardson | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Thomas J Eyerman | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| James B Fadim | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| David W Fox Sr | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Richard J Franke | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Cyrus F Freidheim Jr | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| H Laurance Fuller | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Robert W Galvin | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Paul C Gignilliat | |||||||
| Life Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Joseph B Glossberg | |||||||
| Life Trustee | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| William A Goldstein | |||||||
| Life Trustee | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| Howard L Gottlieb | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Richard H Gottlieb | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Chester A Gougis | |||||||
| Life Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Richard Gray | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Mary Winton Green | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Dietrich Gross | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Joan W Harris | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| John H Hart | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Thomas C Heagy | |||||||
| Life Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Jay L Henderson | |||||||
| Life Trustee | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Roger B Hull | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Judith W Istock | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| William R Jentes | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Paul R Judy | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Richard B Kapnick | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Donald G Kempf Jr | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| George D Kennedy | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Mrs John C Kern | |||||||
| Life Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Fred A Krehbiel | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Charles Ashby Lewis | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Eva F Lichtenberg | |||||||
| Life Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| John S Lillard | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Donald G Lubin | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Ling Z Markovitz | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| R Eden Martin | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Arthur C Martinez | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Judith W McCue | |||||||
| Life Trustee | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Lester H McKeever | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Newton N Minow | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| John D Nichols | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| James J O'Connor | |||||||
| Life Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| William A Osborn | |||||||
| Life Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Albert Pawlick | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Jane DiRenzo Pigott | |||||||
| Life Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| John M Pratt | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Neil K Quinn | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| John M Richman | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| John W Rogers Jr | |||||||
| Life Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Jerry Rose | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Frank A Rossi | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Cynthia M Sargent | |||||||
| Life Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| John R Schmidt | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Thomas C Sheffield Jr | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Rita Simo | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Scott C Smith | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Robert C Spoerri | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Carl W Stern | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Roger W Stone | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| William H Strong | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Louis C Sudler Jr | |||||||
| Life Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Richard L Thomas | |||||||
| Life Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Richard P Toft | |||||||
| Life Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Penny Van Horn | |||||||
| Life Trustee | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| John Aalbregtse | |||||||
| Trustee | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| Elisabeth Adams | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| William Adams IV | |||||||
| Trustee | 0.90 | Yes (X) | $0 | $0 | $0 | ||
| M Cherif Bassiouni | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Randy Lamm Berlin | |||||||
| Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Laurence O Booth | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Kay Bucksbaum | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Robert J Buford | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Debra A Cafaro | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Marion A Cameron | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Gregory C Case | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| David Casper | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Bruce E Clinton | |||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| George P Colis | |||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Dr Christoper I Culp | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Timothy A Duffy | |||||||
| Trustee | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| Mimi Duginger | |||||||
| Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Brian W Duwe | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Rajiv Fernando | |||||||
| Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Rick Fezell | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Richard C Godfrey | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Thomas M Goldstein | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Joyce T Green | |||||||
| Trustee | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| David P Hackett | |||||||
| Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Lori Julian | |||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Joseph A Konen | |||||||
| Trustee | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Josef Lakonishok | |||||||
| Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Patty Lane | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Mark J Larson | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| John F Manley | |||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Beth Mannino | |||||||
| Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Mark G McGrath | |||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| David E McNeel | |||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Melvin | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Sylvia Neil | |||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Thomas F O'Toole | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Gerald Pauling | |||||||
| Trustee | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| Jose Luis Prado | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Dr Irwin Press | |||||||
| Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Col Jennifer N Pritzker | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Alexander I Rorke | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Burton X Rosenberg | |||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Kristen C Rossi | |||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Earl J Rusnak Jr | |||||||
| Trustee | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| E Scott Santi | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Steven E Shebik | |||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Alejandro Silva | |||||||
| Trustee | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| Walter Snodell | |||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Scott Swanson | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Nasrin Thierer | |||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Liisa Thomas | |||||||
| Trustee | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| Terrence J Truax | |||||||
| Trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| William A Von Hoene Jr | |||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Frederick H Waddell | |||||||
| Trustee | 0.70 | Yes (X) | $0 | $0 | $0 | ||
| Robert A Wislow | |||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Isabelle Goossen | |||||||
| Assistant Treasurer (until 3/31/17) | 40.00 | Yes (X) | $245,643 | $0 | $16,273 | ||
| Stacie M Frank | |||||||
| Assistant Treasurer (as of 4/11/17) | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen Lewis Alexander | |||||||
| VP for Development (until 1/6/17) | 40.00 | Yes (X) | $312,594 | $0 | $29,437 | ||
| Karen Rahn | |||||||
| Secretary | 40.00 | Yes (X) | $68,239 | $0 | $15,005 | ||
| Riccardo Muti | |||||||
| Music Director | 40.00 | $1,227,151 | $0 | $0 | Yes (X) | ||
| Robert Chen | |||||||
| Concertmaster | 40.00 | $503,343 | $0 | $51,413 | Yes (X) | ||
| John Sharp | |||||||
| Principal Cello | 40.00 | $303,802 | $0 | $60,858 | Yes (X) | ||
| David Herbert | |||||||
| Principal Timpani | 40.00 | $288,585 | $0 | $49,739 | Yes (X) | ||
| Stephen Williamson | |||||||
| Principal Clarinet | 40.00 | $314,568 | $0 | $47,538 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,768,185 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $301,306 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 137 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Riccardo Muti | |||||
| 220 S Michigan Avenue | Chicago | IL | 606042559 | Artist Performances | $1,489,337 |
| Opus 3 Artists | |||||
| 470 Park Ave South 9th Floor North | New York | NY | 10016 | Artist Performances | $765,530 |
| Travtours Incorporated | |||||
| 72171 Highway 111 Suite 202 | Palm Desert | CA | 92260 | Travel Services | $761,716 |
| DCM Inc | |||||
| 330 W 38th Street Suite 207 | New York | NY | 10018 | Telemarking and Telefundraising | $743,882 |
| Gemini Graphics Inc | |||||
| 860 West Lake Street | Roselle | IL | 601722891 | Printing Services | $621,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,527,259 | FundraisingAmt |
| Government Grants | $259,630 | GovernmentGrantsAmt |
| All Other Contributions | $21,780,804 | AllOtherContributionsAmt |
| Noncash Contributions | $4,026,589 | NoncashContributionsAmt |
| Total Contributions | $23,567,693 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Ticket Sales | 711190 | $22,164,883 | $22,164,883 | |
| Performance Fees | 711190 | $5,411,249 | $5,411,249 | |
| Other Program Related Revenue | 711190 | $792,597 | $742,597 | $50,000 |
| Facility Rental Revenue | 711190 | $767,225 | $767,225 | |
| Parking Lot Rental Revenue | 711190 | $477,500 | $477,500 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $524,331 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91,541 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $127 | UnrelatedBusinessRevenueAmt |
| Exclusion | $432,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,137,785 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,655,238 | TotalRevenueColumnAmt |
| Exclusion | $4,655,238 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $335,050 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $506,699 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$171,649 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$171,649 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$171,649 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $132,804,232 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $111,951,006 | SecuritiesAmt |
| Other | $18,530 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,853,226 | SecuritiesAmt |
| Other | -$18,530 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,834,696 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$84,314 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,919,010 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,091,665 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,527,259 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $597,948 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $493,717 | TotalRevenueColumnAmt |
| Exclusion | $493,717 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $326,214 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $159,960 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $166,254 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,288 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $55,966 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,683,734 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,287,783 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$199,870 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,028,128 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,082 | TotalAmt |
| Program Services | $83,082 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,084,690 | TotalAmt |
| Management And General | $887,939 | ManagementAndGeneralAmt |
| Fundraising | $196,751 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,768,070 | TotalAmt |
| Program Services | $32,898,909 | ProgramServicesAmt |
| Management And General | $2,305,805 | ManagementAndGeneralAmt |
| Fundraising | $1,563,356 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,556,849 | TotalAmt |
| Program Services | $1,418,193 | ProgramServicesAmt |
| Management And General | $80,709 | ManagementAndGeneralAmt |
| Fundraising | $57,947 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,968,692 | TotalAmt |
| Program Services | $4,008,201 | ProgramServicesAmt |
| Management And General | $620,853 | ManagementAndGeneralAmt |
| Fundraising | $339,638 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,217,913 | TotalAmt |
| Program Services | $1,811,126 | ProgramServicesAmt |
| Management And General | $274,325 | ManagementAndGeneralAmt |
| Fundraising | $132,462 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,962 | TotalAmt |
| Program Services | $27,083 | ProgramServicesAmt |
| Management And General | $85,879 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,341 | TotalAmt |
| Management And General | $114,341 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,090 | TotalAmt |
| Fundraising | $498,090 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,439,880 | TotalAmt |
| Management And General | $1,439,880 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,823,864 | TotalAmt |
| Program Services | $8,120,694 | ProgramServicesAmt |
| Management And General | $641,185 | ManagementAndGeneralAmt |
| Fundraising | $61,985 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,408,484 | TotalAmt |
| Program Services | $4,076,855 | ProgramServicesAmt |
| Management And General | $207,127 | ManagementAndGeneralAmt |
| Fundraising | $124,502 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,668 | TotalAmt |
| Program Services | $464,094 | ProgramServicesAmt |
| Management And General | $220,997 | ManagementAndGeneralAmt |
| Fundraising | $216,577 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,205 | TotalAmt |
| Program Services | $194,150 | ProgramServicesAmt |
| Management And General | $92,452 | ManagementAndGeneralAmt |
| Fundraising | $90,603 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,533,789 | TotalAmt |
| Program Services | $2,057,539 | ProgramServicesAmt |
| Management And General | $212,461 | ManagementAndGeneralAmt |
| Fundraising | $263,789 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,921,814 | TotalAmt |
| Program Services | $1,825,372 | ProgramServicesAmt |
| Management And General | $49,606 | ManagementAndGeneralAmt |
| Fundraising | $46,836 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,028 | TotalAmt |
| Program Services | $57,932 | ProgramServicesAmt |
| Management And General | $6,299 | ManagementAndGeneralAmt |
| Fundraising | $7,797 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,131,168 | TotalAmt |
| Management And General | $5,131,168 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,027,065 | TotalAmt |
| Program Services | $3,788,648 | ProgramServicesAmt |
| Management And General | $192,128 | ManagementAndGeneralAmt |
| Fundraising | $46,289 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,886 | TotalAmt |
| Management And General | $260,886 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Credit Card Fees | $643,129 | $575,887 | $67,242 | |
| Music License Fees | $325,510 | $325,510 | ||
| Music & Instrument Rent | $314,829 | $215,461 | $99,368 | |
| Equipment Rental & Main | $312,681 | $312,681 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,929 | TotalAmt |
| Program Services | $442,448 | ProgramServicesAmt |
| Management And General | $140,209 | ManagementAndGeneralAmt |
| Fundraising | $188,272 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,669,618 | TotalAmt |
| Program Services | $62,703,865 | ProgramServicesAmt |
| Management And General | $13,063,617 | ManagementAndGeneralAmt |
| Fundraising | $3,902,136 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,303,259 | BOYAmt |
| EOY | $2,770,835 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,632,349 | BOYAmt |
| EOY | $5,745,385 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,234,972 | BOYAmt |
| EOY | $24,239,139 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,057 | BOYAmt |
| EOY | $381,052 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,900 | BOYAmt |
| EOY | $144,358 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,583,836 | BOYAmt |
| EOY | $2,187,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $177,196,422 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,199,967 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,452,580 | BOYAmt |
| EOY | $90,996,455 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,601,490 | BOYAmt |
| EOY | $268,076,394 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,880,597 | BOYAmt |
| EOY | $105,348,092 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,120,040 | BOYAmt |
| EOY | $499,889,304 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,120,319 | BOYAmt |
| EOY | $4,819,815 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,216,564 | BOYAmt |
| EOY | $13,468,756 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,977,077 | BOYAmt |
| EOY | $144,993,973 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,845,573 | BOYAmt |
| EOY | $69,334,799 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,159,533 | BOYAmt |
| EOY | $232,617,343 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,638,588 | BOYAmt |
| EOY | $91,811,822 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,371,925 | BOYAmt |
| EOY | $41,294,624 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,949,994 | BOYAmt |
| EOY | $134,165,515 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,960,507 | BOYAmt |
| EOY | $267,271,961 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,120,040 | BOYAmt |
| EOY | $499,889,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,116 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,403,177 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,894,161 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,315,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,685,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,119,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,408,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,567,693 | CurrentTaxYearAmt |
| Total | $197,096,270 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,315,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,685,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,119,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,408,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,567,693 | CurrentTaxYearAmt |
| Total | $197,096,270 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $34,158,996 | SubstantialContributorsTotAmt |
| Public Support Total170 | $162,937,274 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,809,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,887,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,980,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,076,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,655,238 | CurrentTaxYearAmt |
| Total | $24,409,908 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $221,506,178 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $161,398,396 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $79,669,618 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $79,669,618 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $287,993,000 | BeginningYearBalanceAmt |
| Contributions | $812,000 | ContributionsAmt |
| Investment Earnings Or Losses | $30,436,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,455,000 | OtherExpendituresAmt |
| End Year Balance | $304,786,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $303,606,000 | BeginningYearBalanceAmt |
| Contributions | $9,411,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,389,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,635,000 | OtherExpendituresAmt |
| End Year Balance | $287,993,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $305,453,000 | BeginningYearBalanceAmt |
| Contributions | $6,867,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,862,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,576,000 | OtherExpendituresAmt |
| End Year Balance | $303,606,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $261,662,000 | BeginningYearBalanceAmt |
| Contributions | $16,536,000 | ContributionsAmt |
| Investment Earnings Or Losses | $43,839,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,564,000 | OtherExpendituresAmt |
| Administrative Expenses | $20,000 | AdministrativeExpensesAmt |
| End Year Balance | $305,453,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $233,705,000 | BeginningYearBalanceAmt |
| Contributions | $13,015,000 | ContributionsAmt |
| Investment Earnings Or Losses | $26,251,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,288,000 | OtherExpendituresAmt |
| Administrative Expenses | $21,000 | AdministrativeExpensesAmt |
| End Year Balance | $261,662,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.48340 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41480 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10180 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,475,169 | OtherCostOrOtherBasisAmt |
| Book Value | $25,475,169 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,254,456 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,493,216 | DepreciationAmt |
| Book Value | $56,761,240 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $258,036 | OtherCostOrOtherBasisAmt |
| Depreciation | $209,287 | DepreciationAmt |
| Book Value | $48,749 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,542,582 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,074,490 | DepreciationAmt |
| Book Value | $1,468,092 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,666,179 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,422,974 | DepreciationAmt |
| Book Value | $7,243,205 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $90,996,455 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Alternative investments - Absolute return | $31,723,008 | F |
| Hedged equities | $37,819,906 | F |
| Private equity | $16,476,518 | F |
| Real assets | $11,594,505 | F |
| Beneficial interest in trust and Other | $7,734,155 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $105,348,092 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Pension benefits | $46,558,895 |
| Other long-term liabilities | $1,069,428 |
| Interest rate swap contracts | $21,706,476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $69,334,799 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $102,534,720 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,403,177 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,421,436 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $9,183,117 | OtherRevenueAmt |
| Revenue Not Reported | $23,007,730 | RevenueNotReportedAmt |
| Revenue Subtotal | $79,526,990 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,439,880 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,283,136 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $156,744 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $79,683,734 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $82,223,266 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,421,436 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,572,092 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,993,528 | ExpensesNotReportedAmt |
| Expenses Subtotal | $78,229,738 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,439,880 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,439,880 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $79,669,618 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Investment Committee, which oversees all the Corporation's investments, operates under investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs, while seeking to maintain the purchasing power of the endowment assets. Under these policies, the endowment assets are invested in a manner that, over time, will meet the long-term objective of a 5% real return on assets. The Corporation's policy is to preserve the historical dollar value of permanently restricted contributions, and to use any of the investment returns as is prudent considering the Corporation's long- and short-term needs, resources, duration and preservation of donor-restricted endowment funds, donor restrictions, expected total return on its investments, price level trends, general economic conditions, and investment policies. |
| Part X, Line 2: | Income Taxes The Corporation is exempt from federal and state income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code unless it has income from unrelated business activities. The Corporation follows the standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Corporation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Corporation, continued tax exempt status of bonds payable, and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. At June 30, 2017 and 2016, there were no unrecognized tax benefits identified or recorded as liabilities. The Corporation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Corporation is generally no longer subject to examination by the Internal Revenue Service for years before the fiscal year ended June 30, 2014. |
| Part XI, Line 2d - Other Adjustments: | Interest rate swap fair value adjustment 9,183,117. |
| Part XI, Line 4b - Other Adjustments: | Rental expenses (Part VIII, Line 6b) -506,699. Gain (loss) on sale of other assets (Part VIII, Line 7c(ii)) -18,530. Fundraising event expenses (Part VIII, Line 8b + Line 9b) -597,948. Cost of goods sold (Part VIII, Line 10b) -159,959. |
| Part XII, Line 2d - Other Adjustments: | Rental expenses (Part VIII, Line 6b) 506,699. (Gain) loss on sale of other assets (Part VIII, Line 7c(ii)) 18,530. Fundraising event expenses (Part VIII, Line 8b + Line 9b) 597,948. Cost of goods sold (Part VIII, Line 10b) 159,959. Change in pension plan assets and benefit obligations 1,288,956. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean - | 0 | 0 | Investments | $59,439,232 | |
| Europe (Including Iceland and Greenland) | 0 | 4 | Program Services | $3,730,358 | The Chicago Symphony Orchestra traveled to Europe for an 11-concert tour, Jan. 13-27, 2017. The Orchestra performed in seven cities: Paris; Aalborg, Denmark; Hamburg, Baden-Baden, and Frankfort, Germany; Vienna, Austria; and Milan, Italy. This trip marked the CSO's sixth European tour under Muti, and was the Orchestra's 33rd tour to Europe and the 60th international tour in its history. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $63,169,590 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $63,169,590 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DCM Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 W 38th Street Suite 207 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefundraising Campaigns | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,445,932 | GrossReceiptsAmt |
| Retained By Contractor | $498,090 | RetainedByContractorAmt |
| Net To Organization | $947,842 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,445,932 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $498,090 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $947,842 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Symphony Ball | Event1Nm |
| Gross Receipts Event1 | $1,475,576 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $822,551 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $653,025 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,239 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $182,460 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $99,403 | OtherDirectExpensesEvent1Amt |
| Event2 | Corporate Night | Event2Nm |
| Gross Receipts Event2 | $838,774 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $616,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $222,274 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $4,158 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $9,358 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $71,896 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,200 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $21,717 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 11 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $304,574 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $88,208 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $216,366 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $11,652 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $98,039 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $5,700 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $79,126 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,618,924 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,527,259 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,091,665 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $15,810 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $15,597 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $352,395 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $13,900 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $200,246 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $597,948 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $493,717 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|
| DePaul University School of Music | ||||||||
| 804 W Belden Avenue | Chicago | IL | 60614 | 362167048 | 501(c)(3) | $28,172 | Civic Orchestra fellowships for five recipents.A select number of Civic Orchestra regular members receive up to a $7,500 fellowship, rather than a stipend, annually that is disbursed on an annual or semester basis directly to the academic institution they are attending. This is part of a cooperative agreement between the Civic Orchestra and area schools to provide two years of tuition-free graduate study. The academic institution covers the portion of the tuition that the $7,500 from the Civic Orchestra does not cover. | |
| Chicago College of the Performing Arts at Roosevelt University | ||||||||
| 430 S Michigan Avenue | Chicago | IL | 60605 | 362167854 | 501(c)(3) | $1,773 | Civic Orchestra fellowship for one recipient.A select number of Civic Orchestra regular members receive up to a $7,500 fellowship, rather than a stipend, annually that is disbursed on an annual or semester basis directly to the academic institution they are attending. This is part of a cooperative agreement between the Civic Orchestra and area schools to provide two years of tuition-free graduate study. The academic institution covers the portion of the tuition that the $7,500 from the Civic Orchestra does not cover. | |
| Catholic Bishop of Chicago dba Holy Name Cathedral | ||||||||
| 730 N Wabash | Chicago | IL | 60611 | 362171697 | 501(c)(3) | $33,450 | The Chicago Symphony Orchestra, conducted by Zell Music Director Riccardo Muti, performed Haydn: Seven Last Words of Christ on February 17, 2017 at Holy Name Cathedral. The Corporation provided approximately 500 general admission concert tickets at no charge to the Cathedral to be distributed to community partners and student groups at its discretion. The Corporation also donated a portion of the concert ticket revenue to support the Cathedral's faith formation, ministry of care and outreach programs. | 500 tickets |
| St Sabina Church | ||||||||
| 1210 W 78th Place | Chicago | IL | 60620 | 362171123 | 501(c)(3) | $19,687 | A "Concert for Peace", one of the CSO's Negaunee Music Institute programs, was performed on June 11, 2017 at St. Sabina Church as part of the CSO's ongoing effort to deepen its presence in communities across the south side of Chicago. The premise for the concert was built on the belief that art and music play a vital role in not only addressing, but helping to solve the serious issues that confront our society. The concert, which brought attention to local programs that can reduce violence in Chicago's streets, featured internationally acclaimed cellist and CSO Judson and Joyce Green Creative Consultant Yo-Yo Ma, mezzo-soprano Sarah Ponder Brock, musicians from the Chicago Symphony Orchestra and Civic Orchestra of Chicago, the St. Sabina Church ensemble, and vocalists from the Chicago Children's Choir. As publicized, the Corporation donated the net concert ticket revenue to St. Sabina's anti-violence and Strong Futures employment programs. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The fellowship stipends are paid upon completion of responsibilities, attendance at rehearsals, performances, workshops, classes and coachings and remaining in good standing with the orchestra throughout the season as outlined in the Civic Policies and Procedures. Attendance and participation are monitored by the Orchestra Manager and Coordinator of the Civic Orchestra of Chicago. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jeff Alexander | ||||||||||||||
| President | $492,138 | $0 | $0 | $0 | $12,122 | $0 | $10,600 | $0 | $20,443 | $0 | $535,303 | $0 | $0 | $0 |
| Isabelle Goossen | ||||||||||||||
| Assistant Treasurer (until 3/31/17) | $242,664 | $0 | $0 | $0 | $2,979 | $0 | $13,685 | $0 | $2,588 | $0 | $261,916 | $0 | $0 | $0 |
| Karen Lewis Alexander | ||||||||||||||
| VP for Development (until 1/6/17) | $311,211 | $0 | $0 | $0 | $1,383 | $0 | $10,726 | $0 | $18,711 | $0 | $342,031 | $0 | $0 | $0 |
| Riccardo Muti | ||||||||||||||
| Music Director | $1,227,151 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,227,151 | $0 | $0 | $0 |
| Robert Chen | ||||||||||||||
| Concertmaster | $502,907 | $0 | $0 | $0 | $436 | $0 | $15,965 | $0 | $35,448 | $0 | $554,756 | $0 | $0 | $0 |
| John Sharp | ||||||||||||||
| Principal Cello | $303,030 | $0 | $0 | $0 | $772 | $0 | $27,815 | $0 | $33,043 | $0 | $364,660 | $0 | $0 | $0 |
| David Herbert | ||||||||||||||
| Principal Timpani | $288,174 | $0 | $0 | $0 | $411 | $0 | $17,871 | $0 | $31,868 | $0 | $338,324 | $0 | $0 | $0 |
| Stephen Williamson | ||||||||||||||
| Principal Clarinet | $314,132 | $0 | $0 | $0 | $436 | $0 | $14,590 | $0 | $32,948 | $0 | $362,106 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Charter travel is provided for all employees during certain foreign and domestic tours when deemed more economical. |
| Part I, Line 7 | Annually, the Chairman of the Board reviews and approves any bonus payment for the President. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Illinois Finance Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 861091967 | BondIssuerEIN |
| CUSIP | 45200FGY9 | CUSIPNum |
| Bond Issued | 2008-05-29 | BondIssuedDt |
| Issue Price | $83,015,000 | IssuePriceAmt |
| Purpose | See Part VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $83,015,000 | TotalProceedsAmt |
| Capitalized Interest | $620,000 | CapitalizedInterestAmt |
| Refunding Escrow | $81,364,393 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $722,487 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $308,120 | CreditEnhancementAmt |
| Substantial Completion | 1997 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: Illinois Finance Authority Date the Rebate Computation was Performed: 05/20/2013 |
| Schedule K Supplental Information | Part I, Line A, Column (f): The Bonds were issued to (i) refinance a line of credit to the Chicago Symphony Orchestra (the Symphony) from the Northern Trust Company (the Line of Credit) and pay or reimburse the Symphony for certain costs relating to the conversion of the interest rate mode (the Series 2002 Conversion) on the $80,650,000 original aggregate principal amount of the Illinois Educational Facilities Authority Revenue Refunding Bonds, Chicago Symphony Orchestra, Series 2002 (the Series 2002 Bonds) and (ii) pay a portion of the interest on the Bonds and certain costs of issuance of the Bonds (including credit enhancement). The proceeds of the Line of Credit were used to finance a portion of the costs of (i) financing the mandatory purchase of the Series 2002 Bonds by the Symphony in connection with the Series 2002 Conversion, (ii) paying certain costs and expenses related to (a) the incurrence and maintenance of the Line of Credit, and (b) the Series 2002 Conversion, and (iii) paying accrued interest on the Line of Credit. The Series 2002 Bonds were issued on December 19, 2002 to refund all of the $77,900,000 original aggregate principal amount of the Illinois Development Finance Authority Variable/Fixed Rate Demand Revenue Bonds, Series 1996 (Chicago Symphony Orchestra Project) (the Series 1996 Bonds), (ii) pay a portion of interest on the Series 2002 Bonds, and (iii) pay a portion of costs of issuance (including bond insurance premium). The 1996 Bonds were issued on June 12, 1996 to (i) finance, refinance and reimburse the Symphony for certain costs relating to the renovation and expansion of Orchestra Hall and surrounding properties, (ii) pay a portion of interest on the Series 1996 Bonds, (iii) pay or reimburse the Symphony for a portion of the interest on the $50,000,000 Illinois Development Finance Authority Variable/Fixed Rate Demand Revenue Bonds, Series 1994 (Chicago Symphony Orchestra Project), and (iv) pay certain costs relating to letters of credit and costs of issuance. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 96 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,771,265 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - Stock gifts | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Airfare miles | 1 | $200,000 | Fair market value |
| Yes (X) | Cough drops | 1 | $28,124 | Fair market value |
| Yes (X) | Wine sponsorship | 1 | $19,800 | Fair market value |
| Yes (X) | Instruments | 3 | $5,600 | Fair market value |
| Yes (X) | Gift bags | 1 | $1,800 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | Publicly traded securites are sold via a stock brokerage account held at the corporation's primary banking relationship. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Business Relationship 1: David P. Hackett, Beth Mannino Business Relationship 2: John W. Rogers, Jr., William A. Von Hoene, Jr. Business Relationship 3: James S. Crown, William A. Osborn Business Relationship 4: Susan Crown (relative of James S. Crown), Jay L. Henderson, E. Scott Santi Business Relationship 5: Timothy A. Duffy, Richard C. Godfrey Business Relationship 6: Debora de Hoyos, John R. Schmidt Business Relationship 7: Frederick A. Krehbiel, Donald G. Lubin Business Relationship 8: Susan Crown (relative of James S. Crown), Jay L. Henderson, Jose Luis Prado, Frederick H. Waddell Business Relationship 9: William Adams IV, Elisabeth Adams Business Relationship 10: Gerald L. Pauling II, Burton X. Rosenberg Business Relationship 11: Walter Carlson (spouse of Debora de Hoyos) Charles W. Douglas, R. Eden Martin, Newton N. Minow Family Relationship 1: William Adams IV, Elisabeth Adams |
| Form 990, Part VI, Section A, line 6 | The members of the Chicago Symphony Orchestra (the "Corporation") are designated as Governing Members. Governing Members are elected from among persons who have demonstrated a significant interest in the CSO and who meet such additional criteria as the Board of Trustees may from time to time determine. |
| Form 990, Part VI, Section A, line 7a | Governing Members ratify the election of Governing Members and, at each Annual Meeting, the fully ratified Governing Members elect Regular and Life Trustees. |
| Form 990, Part VI, Section B, line 11b | CSO staff prepares Form 990, and it is reviewed by our tax advisor. Staff and the tax advisor discuss and review the entire Form 990 and Form 990-T with members of the CSO Audit Committee, who review and accept it before it is filed as set forth in the Committee Authority and Responsibility section of the Audit Committee charter. At its Spring meeting, the Board of Trustees was reminded of the Audit Committee's responsibility to review and approve the annual tax returns. The 2016 Form 990 and Form 990-T were reviewed and approved at the April 24, 2018 meeting of the Audit Committee. |
| Form 990, Part VI, Section B, line 12c | The CSO maintains a Conflict of Interest Policy that applies to all trustees, the Executive Committees of certain auxiliary operations operating under the CSO's bylaws, senior management and other designated staff members, and non-trustee members of Trustee committees. The Policy requires each person to whom the policy applies to complete an annual disclosure questionnaire that discloses any business or financial interest, which might reasonably be expected to give rise to a possible conflict between the interest of the CSO and the interest of such person. The Policy forbids such individuals from voting on or using their personal influence in connection with such business or financial issues. In the event the CSO does conduct business with a related party, the financial terms of those relationships are reported annually to the Audit Committee, whose members are independent per the terms of its charter. The CSO requires each non-union employee to conduct themselves in accordance with the code of Business Conduct and Ethics, approved by the Board of Trustees, and to sign an annual statement acknowledging their understanding of and compliance with the Code. |
| Form 990, Part VI, Section B, line 15 | The process for determining the compensation of the President included a meeting on September 13, 2016, of the Human Resources Committee, which was comprised of six independent trustees and three non-trustees. The Committee reviewed the compensation arrangements and peer benchmark data based on size of budget and scope of management responsibility. Published compensation surveys for non-profit organizations were also reviewed. Recommendations were made to the Committee and accepted, and the deliberations of the Committee were documented in the minutes of the meeting. The process for determining the compensation of other officers or key employees included a meeting on September 13, 2016, of the Human Resources Committee, which was comprised of six independent trustees and three non-trustees. The Committee reviewed the compensation arrangements and peer benchmark data based on size of budget and scope of management responsibility. Published compensation surveys for non-profit organizations were also reviewed. Recommendations were made to the Committee and accepted, and the deliberations of the Committee were documented in the minutes of the meeting. |
| Form 990, Part VI, Section C, line 19 | Financial statements, governing documents and conflict of interest policy are available to the public upon request pursuant to the guidelines of section 6104(d). |
| Form 990, Part IX, line 11g | Guest Conductors, Artists and Composers: Program service expenses 6,901,312. Management and general expenses 0. Fundraising expenses 3,128. Total expenses 6,904,440. Other Contracted Services: Program service expenses 1,219,382. Management and general expenses 641,185. Fundraising expenses 58,857. Total expenses 1,919,424. |
| Form 990, Part XI, line 9: | Interest rate swap fair value adjustments 9,183,117. Changes in pension plan assets and benefit obligations -1,288,956. |