SAINT PAUL CHAMBER ORCHESTRA SOCIETY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAINT PAUL CHAMBER ORCHESTRA SOCIETY (EIN 41-0829498)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-17
- IRS object ID
- 201831079349301408
- 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 D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-17T12:57:48-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | 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 | 410829498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Saint Paul Chamber Orchestra Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 6512923248 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 St Peter Street 3rd Floor | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beth Toso | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6512923248 | PhoneNum |
| Signature | 2018-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2018-04-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.203.45.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-17 | IPDt |
| IP Tm | 11:24:52 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D8A1E5117AA53286D53F57459EBB2DE5C7CA50FC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D8A1E5117AA53286D53F57459EBB2DE5C7CA50FC | 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 | Jon Limbacher | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 St Peter Street 3rd Floor | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,773,391 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.thespco.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | To present world-class concerts and enrich the community with education and engagement activities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 61 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 57 | VotingMembersIndependentCnt |
| Total Employee | 278 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $526,210 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $414,393 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,756,242 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,238,117 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,212,246 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,121,874 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,380,677 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,136,398 | CYInvestmentIncomeAmt |
| PY Other Revenue | $177,175 | PYOtherRevenueAmt |
| CY Other Revenue | $169,382 | CYOtherRevenueAmt |
| PY Total Revenue | $9,526,340 | PYTotalRevenueAmt |
| CY Total Revenue | $13,665,771 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,267,930 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,247,947 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $88,837 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $89,091 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,115,957 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,185,543 | PYOtherExpensesAmt |
| CY Other Expenses | $4,436,353 | CYOtherExpensesAmt |
| PY Total Expenses | $10,542,310 | PYTotalExpensesAmt |
| CY Total Expenses | $10,773,391 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,015,970 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,892,380 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,823,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,623,821 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,792,208 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,093,766 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,031,377 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,530,055 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of The Saint Paul Chamber Orchestra Society is to present a world-class professional chamber orchestra in the Twin Cities, dedicated to superior performance, artistic innovation, and education for the enrichment of community and world audiences. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,321,804 | ExpenseAmt |
| Revenue | $2,121,872 | RevenueAmt |
| Desc | Organization SummaryRenowned for its artistic excellence, remarkable versatility of musical styles and adventurous programming, The Saint Paul Chamber Orchestra (SPCO) is widely regarded as one of the finest chamber orchestras in the world. Now in its 59th season, the SPCO has recently undergone transformational change with the opening of its new home, the Ordway Concert Hall, the addition of a new generation of players, and significant changes in its artistic vision. The SPCO is primarily an unconducted ensemble that performs a broad range of repertoire from Baroque to new music and works in close collaboration with a diverse series of artistic partners, including British Baroque specialist Jonathan Cohen, American pianist Jeremy Denk, Swedish clarinetist Martin Frost, Moldovan violinist Patricia Kopatchinskaja and Finnish violinist Pekka Kuusisto. Past Artistic Partners include Roberto Abbado, Pierre-Laurent Aimard, Joshua Bell, Douglas Boyd, Nicholas McGegan, Stephen Prutsman, Dawn Upshaw and Christian Zacharias.The virtuoso musicians of the SPCO present more than 130 concerts and educational programs in the Twin Cities each year. The orchestra also reaches more than 250,000 listeners annually through its free online Concert Library, and has recently begun offering both live and on-demand videos of concerts that can be viewed anytime, anywhere, on any device, completely free of charge. The SPCO is regularly heard on public radio programs that reach more than 2 million listeners each week on over 300 stations. Additionally, the SPCO has released 67 recordings, commissioned 148 new works, and tours nationally and internationally, including performances in premier venues in Europe, Asia and South America.The SPCO is nationally recognized for its commitment to broad community accessibility, its innovative audience outreach efforts, and its educational and family programming. Regular subscription series are performed in a variety of different venues across the Twin Cities metropolitan area each season, a unique commitment to geographic accessibility for a major orchestra. The SPCO offers the most affordable tickets of any major orchestra in the United States, with over 50 percent of tickets available for $15 or less, and has expanded accessibility even further by offering free tickets for children and students starting in the 2016.17 season as a part of the New Generation Initiative. The orchestra also offers an innovative ticket membership model in which members pay $7 per month to attend unlimited concerts. The SPCO's award-winning CONNECT education program reaches over 5,000 students and teachers annually in 11 Minneapolis and Saint Paul public schools, and its Free Family Music program provides engaging and educational experiences for thousands of Twin Cities children and families each year. The SPCO's Liquid Music Series (named "Best of Classical" by The New York Times) develops innovative new projects with iconoclastic artists in unique presentation formats and invites adventurous audiences to discover the new and the fascinating within the flourishing landscape of contemporary chamber music.For more information, visit www.thespco.org. 2016-17 SummaryThe SPCO once again served a record high number of unique attendees throughout the 2016-17 season, surpassing the all-time high achieved the previous season. Individual giving to the Annual Fund reached an all-time high, and the total amount contributed to the Annual Fund increased by nearly two percent from the previous year. SERVING AN EXPANDING AUDIENCEAudience growth, New Generation Initiative, free online Concert Library:The SPCO continued to build upon its long history of audience growth in the 2016-17 season, serving a record high number of unique attendees and surpassing the all-time high achieved the previous season. Nearly 116,000 people attended its 140 concerts in 24 different venues throughout the metro area, a 5 percent increase over the previous year's attendance. The orchestra also served several thousand people through its additional community engagement and education programs, including Music Moves, which brings free chamber music performances to those who are unable to attend traditional concerts, such as those living in assisted living facilities, as well as patients and their families at children's hospitals and cancer treatment and recovery centers. The SPCO served over 7,000 students through its CONNECT music education program in 11 Minneapolis and Saint Paul public schools, along with homeschool students and students participating in a distance pilot program in Albert Lea, Hinckley and Fairmont. In addition, the SPCO provided 13 free concerts for families and children through its Free Family Music Series, generously supported, in part, by Target. The SPCO also presented 10 performances of its celebrated Liquid Music Series, which develops innovative new projects with iconoclastic artists in unique presentation formats and expands the flourishing landscape of contemporary chamber music. The strong attendance in the 2016-17 season represents another year of continued audience expansion for the SPCO and great progress toward two audience goals established in its most recent strategic plan: to expand the number of people who experience SPCO performances, both in-person and digitally, and to increase the number of young audience members. The chamber orchestra's audience has grown by more than 50 percent in the last 13 years, during which time the SPCO has maintained its commitment to broad community accessibility, offering the most affordable ticket prices of any major American orchestra.In the most recent step in the organization's history of bold moves toward greater accessibility for the community, the SPCO announced its New Generation Initiative in 2016, a series of programs designed to dramatically expand access to classical music for young people in the Minneapolis-Saint Paul metro area. Through generous funding from a small group of individual donors, the SPCO is making it easier than ever for young people to experience SPCO concerts through these new efforts, which include free tickets for children and students, as well as special concerts geared toward young people. Special performances for young audiences in the 2016-17 season included a 3-concert series at Icehouse in Minneapolis, a special happy hour concert at the Ordway, and a concert at Turf Club in Saint Paul, which was expanded to a 3-concert series at Turf Club in the 2017-18 season. Attendance by young people in FY17 exceeded expectations, with over 10,000 children and young adults attending SPCO concerts (not including Free Family Music performances). Over 8,000 children and students attended regular SPCO concerts, over four times as many children and students as attended in the previous concert season. In addition to those who experienced the SPCO in person by attending performances, the SPCO also shared its music via its free online Concert Library, which received over 19,000 visits from Minnesotans and over 376,000 visits from listeners worldwide in 2016-17. In June 2017, the orchestra announced a major new video initiative, adding full-length concert videos to the Concert Library and presenting its first ever live video stream of a performance in the season's closing weekend. SPCO concerts are offered as full HD video, with the accompanying audio mix provided by the SPCO's long-time broadcast partner Classical Minnesota Public Radio. The SPCO plans to live stream 7-10 concerts per season and make those concerts available for on-demand viewing, as well. This initiative builds upon the SPCO's commitment to broad community accessibility, making transformational performances available free of charge to anyone or any organization with internet access.ARTISTIC ACHIEVEMENTSMusician leadership, world premieres, national and international tours, Grammy-winning recording:Firmly established as a primarily unconducted ensemble led by its own musicians, the SPCO presented 70 unconducted, musician-led performances and 13 SPCO musicians were featured as soloists with the orchestra in the 2016-17 season. Three new musicians were hired, including violinist Eunice Kim, Principal Violinist Francisco Fullana, and horn player Matthew Wilson. In addition, British conductor, keyboardist and cellist Jonathan Cohen and Finnish violinist Pekka Kuusisto officially began their tenures as Artistic Partners.(Continued on Page 56) | Desc |
| Total Program Service Expenses | $8,321,804 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | 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 | Yes (1) | 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 | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 278 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | LU | ForeignCountryCd |
| 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 | 61 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 57 | 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 | Yes (1) | 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 | MN | 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 | Beth Toso | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512923248 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 St Peter Street 3rd Floor | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (72 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Jon Limbacher | |||||||||
| President & Managing Director | 40.00 | 1.00 | Yes (X) | Yes (X) | $272,178 | $0 | $29,360 | ||
| Joseph Tashjian | |||||||||
| Chair | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Dobson West | |||||||||
| Immediate Past Chair | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AJ Huss Jr | |||||||||
| Immediate Past Chair | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lowell J Noteboom | |||||||||
| Immediate Past Chair | 1.00 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Erwin A Kelen | |||||||||
| Immediate Past Chair | 1.00 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Daniel R Pennie | |||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David L Lillehaug | |||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Daria Adams | |||||||||
| Ex-Officio/Violin | 30.00 | 0.00 | Yes (X) | $69,292 | $0 | $8,477 | |||
| Betty S Andrews | |||||||||
| Ex-Officio | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Avchen | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jo Bailey | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lynne Beck | |||||||||
| Ex-Officio | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Debra J Berns | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Theresa Bevilacqua | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas M Brown | |||||||||
| Director (thru July 15, 2016) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Penny Chally | |||||||||
| Ex-Officio | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jon C Cieslak | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard J Cohen | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven Copes | |||||||||
| Director/Violin | 30.00 | 0.00 | Yes (X) | $195,264 | $0 | $41,454 | |||
| Sheldon W Damberg | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey DeYoung | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Judith Garcia Galiana | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kathryn Greenbank | |||||||||
| Ex-Officio/Oboe | 30.00 | 0.00 | Yes (X) | $98,249 | $0 | $27,371 | |||
| Bonnie Grzeskowiak | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ingrid Lenz Harrison | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lowell W Hellervik | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrina Hougham | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Amy Hubbard | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James E Johnson | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Arthur W Kaemmer MD | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| D William Kaufman | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert L Lee | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Laura Liu | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Wendell Maddox | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen H Mahle | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard M Martinez | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jerome Miranowski | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alfred P Moore | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Betty Myers | |||||||||
| Ex-Officio | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David E Myers | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Nilsson | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jenny Lind Nilsson | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert M Oberlies | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert M Olafson | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Deborah J Palmer | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Paula J Patineau | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Nancy McGlynn Phelps | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Nicholas S Pifer | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Prindle | |||||||||
| Ex-Officio | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Shawn Quant | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew J Redleaf | |||||||||
| Director | 1.00 | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| Peter Remes | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Barb Renner | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul C Reyelts | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David Rosedahl | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Donald E Ryks | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Anthony C Scarfone | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel J Schmechel | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kathleen Schubert | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Fred Sewell | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronald Sit | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James Donald Smith | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Wilensky | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alan Wilensky | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Willis | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul Wilson | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Priscilla Zee | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Beth Toso | |||||||||
| Chief Financial Officer | 40.00 | 0.00 | Yes (X) | $127,943 | $0 | $15,622 | |||
| Kyu-Young Kim | |||||||||
| Artistic Director/Violin | 40.00 | 0.00 | $246,068 | $0 | $16,285 | Yes (X) | |||
| Ruggero Allifranchini | |||||||||
| Musician/Violin | 30.00 | 0.00 | $157,092 | $0 | $20,517 | Yes (X) | |||
| Julie Albers | |||||||||
| Musician/Cello | 30.00 | 0.00 | $125,913 | $0 | $10,769 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,291,999 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $169,855 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SD & A Teleservices | |||||
| 5757 West Century Blvd 300 | Los Angeles | CA | 62041 | Telefunding and Telemarketing | $132,668 |
| Success Computer Consulting | |||||
| 6130 Golden Hills Drive | Golden Valley | MN | 55416 | Consulting Services | $109,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $35,435 | FundraisingAmt |
| Related Organizations | $3,269,783 | RelatedOrganizationsAmt |
| Government Grants | $524,237 | GovernmentGrantsAmt |
| All Other Contributions | $5,408,662 | AllOtherContributionsAmt |
| Noncash Contributions | $3,592,624 | NoncashContributionsAmt |
| Total Contributions | $9,238,117 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Ticket Revenue | 711130 | $1,839,204 | $1,839,204 |
| Concerts For A Fee | 711130 | $219,518 | $219,518 |
| Other Revenue | 711130 | $63,152 | $63,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,121,874 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $557,459 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $526,210 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,249 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,390,793 | SecuritiesAmt |
| Other | $270,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $81,854 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,390,793 | SecuritiesAmt |
| Other | $188,146 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,578,939 | TotalRevenueColumnAmt |
| Exclusion | $1,578,939 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,765 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $35,435 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $25,766 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,001 | TotalRevenueColumnAmt |
| Exclusion | -$17,001 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $186,383 | TotalRevenueColumnAmt |
| Exclusion | $186,383 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $186,383 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,665,771 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,121,874 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $526,210 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,779,570 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,149,137 | TotalAmt |
| Program Services | $805,690 | ProgramServicesAmt |
| Management And General | $163,039 | ManagementAndGeneralAmt |
| Fundraising | $180,408 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,200 | TotalAmt |
| Program Services | $169,200 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,920,776 | TotalAmt |
| Program Services | $3,211,139 | ProgramServicesAmt |
| Management And General | $261,096 | ManagementAndGeneralAmt |
| Fundraising | $448,541 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,127 | TotalAmt |
| Program Services | $232,129 | ProgramServicesAmt |
| Management And General | $14,071 | ManagementAndGeneralAmt |
| Fundraising | $23,927 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,816 | TotalAmt |
| Program Services | $307,094 | ProgramServicesAmt |
| Management And General | $20,078 | ManagementAndGeneralAmt |
| Fundraising | $54,644 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,891 | TotalAmt |
| Program Services | $289,092 | ProgramServicesAmt |
| Management And General | $27,791 | ManagementAndGeneralAmt |
| Fundraising | $40,008 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,201 | TotalAmt |
| Program Services | $4,916 | ProgramServicesAmt |
| Management And General | $30,054 | ManagementAndGeneralAmt |
| Fundraising | $1,231 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,714 | TotalAmt |
| Management And General | $33,714 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,200 | TotalAmt |
| Management And General | $20,600 | ManagementAndGeneralAmt |
| Fundraising | $9,600 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,091 | TotalAmt |
| Fundraising | $89,091 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,183 | TotalAmt |
| Management And General | $192,183 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,500 | TotalAmt |
| Program Services | $84,500 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,034 | TotalAmt |
| Program Services | $145,956 | ProgramServicesAmt |
| Management And General | $702 | ManagementAndGeneralAmt |
| Fundraising | $28,376 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,429 | TotalAmt |
| Program Services | $159,907 | ProgramServicesAmt |
| Management And General | $48,359 | ManagementAndGeneralAmt |
| Fundraising | $60,163 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,774 | TotalAmt |
| Program Services | $168,212 | ProgramServicesAmt |
| Management And General | $20,592 | ManagementAndGeneralAmt |
| Fundraising | $44,970 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,652 | TotalAmt |
| Program Services | $175,792 | ProgramServicesAmt |
| Management And General | $87,193 | ManagementAndGeneralAmt |
| Fundraising | $57,667 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,484 | TotalAmt |
| Program Services | $464,591 | ProgramServicesAmt |
| Management And General | $20,873 | ManagementAndGeneralAmt |
| Fundraising | $37,020 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,982 | TotalAmt |
| Program Services | $7,998 | ProgramServicesAmt |
| Management And General | $35,984 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,905 | TotalAmt |
| Management And General | $10,905 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,302 | TotalAmt |
| Program Services | $201,958 | ProgramServicesAmt |
| Management And General | $11,254 | ManagementAndGeneralAmt |
| Fundraising | $19,090 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,183 | TotalAmt |
| Program Services | $18,183 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Concert/Production Expe | $1,875,301 | $1,875,301 | |
| Other Investment Expens | $334,940 | $334,940 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,569 | TotalAmt |
| Program Services | $146 | ProgramServicesAmt |
| Management And General | $2,202 | ManagementAndGeneralAmt |
| Fundraising | $21,221 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,773,391 | TotalAmt |
| Program Services | $8,321,804 | ProgramServicesAmt |
| Management And General | $1,335,630 | ManagementAndGeneralAmt |
| Fundraising | $1,115,957 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,570 | BOYAmt |
| EOY | $564,525 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,850,480 | BOYAmt |
| EOY | $2,733,290 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,024 | BOYAmt |
| EOY | $29,377 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,039 | BOYAmt |
| EOY | $205,207 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,273,983 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,214,720 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,398 | BOYAmt |
| EOY | $1,059,263 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,394,422 | BOYAmt |
| EOY | $23,572,304 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,565,296 | BOYAmt |
| EOY | $16,685,960 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,241 | BOYAmt |
| EOY | $73,145 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,555,115 | BOYAmt |
| EOY | $3,700,750 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,823,585 | BOYAmt |
| EOY | $48,623,821 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $831,409 | BOYAmt |
| EOY | $1,068,741 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,106,163 | BOYAmt |
| EOY | $1,026,865 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,984 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,652 | BOYAmt |
| EOY | $998,160 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,792,208 | BOYAmt |
| EOY | $3,093,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,823,501 | BOYAmt |
| EOY | -$473,627 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,628,600 | BOYAmt |
| EOY | $6,191,044 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,226,278 | BOYAmt |
| EOY | $39,812,638 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,031,377 | BOYAmt |
| EOY | $45,530,055 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,823,585 | BOYAmt |
| EOY | $48,623,821 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,892,380 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,324,026 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $282,272 | 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 | $7,785,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,677,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,385,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,767,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,238,119 | CurrentTaxYearAmt |
| Total | $36,855,139 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,785,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,677,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,385,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,767,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,238,119 | CurrentTaxYearAmt |
| Total | $36,855,139 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,699,918 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,155,221 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $334,513 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $424,678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $628,403 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $664,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $557,458 | CurrentTaxYearAmt |
| Total | $2,609,183 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $177,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $183,463 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $188,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $186,383 | CurrentTaxYearAmt |
| Total | $927,949 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,392,271 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,100,683 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Distribution from perpetual trust - 2012 Amount: $ 177,377. 2013 Amount: $ 183,463. 2014 Amount: $ 188,672. 2015 Amount: $ 192,054. 2016 Amount: $ 186,383. | ExplanationTxt |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,652,459 | BeginningYearBalanceAmt |
| Contributions | $253,540 | ContributionsAmt |
| Investment Earnings Or Losses | $4,155,538 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,565,903 | OtherExpendituresAmt |
| Administrative Expenses | $249,477 | AdministrativeExpensesAmt |
| End Year Balance | $39,246,157 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,962,172 | BeginningYearBalanceAmt |
| Contributions | $174,293 | ContributionsAmt |
| Investment Earnings Or Losses | -$574,038 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,648,333 | OtherExpendituresAmt |
| Administrative Expenses | $261,635 | AdministrativeExpensesAmt |
| End Year Balance | $36,652,459 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,433,543 | BeginningYearBalanceAmt |
| Contributions | $124,597 | ContributionsAmt |
| Investment Earnings Or Losses | $1,303,679 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,609,334 | OtherExpendituresAmt |
| Administrative Expenses | $290,313 | AdministrativeExpensesAmt |
| End Year Balance | $38,962,172 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,046,470 | BeginningYearBalanceAmt |
| Contributions | $19,003 | ContributionsAmt |
| Investment Earnings Or Losses | $4,212,178 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,597,770 | OtherExpendituresAmt |
| Administrative Expenses | $246,338 | AdministrativeExpensesAmt |
| End Year Balance | $39,433,543 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,159,926 | BeginningYearBalanceAmt |
| Contributions | $140,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,512,142 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,586,604 | OtherExpendituresAmt |
| Administrative Expenses | $178,994 | AdministrativeExpensesAmt |
| End Year Balance | $37,046,470 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.97610 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02390 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,526 | DepreciationAmt |
| Book Value | $51,472 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,176,985 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,193,194 | DepreciationAmt |
| Book Value | $983,791 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,000 | OtherCostOrOtherBasisAmt |
| Book Value | $24,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,059,263 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Absolute Return Strategies | $11,842,969 | F |
| Private Equity | $1,831,802 | F |
| Real Assets | $3,011,189 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,685,960 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial interest in charitable trusts | Desc |
| Book Value | $3,700,750 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,700,750 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred gifts | $323,160 |
| Line of credit | $675,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $998,160 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,492,761 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,324,026 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $30,087 | OtherRevenueAmt |
| Revenue Not Reported | $2,354,113 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,138,648 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $527,123 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $527,123 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,665,771 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,994,083 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,994,083 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $527,123 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $252,185 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $779,308 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,773,391 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Endowment consists of pooled funds restricted for the long-term support of The Saint Paul Chamber Orchestra. The Endowment is invested for purposes of earning income (dividends, interest, and realized and unrealized gains). The income can generally be used to offset fund management expenses, operating fund additional support, or be reinvested in accordance with the SPCO's investment policy. Restricted endowment income is used for its intended purpose. |
| Part X, Line 2: | SPCO is organized as a Minnesota nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Section 501(a) of the Internal Revenue Code as an organization described in Section 501(c)(3), qualifies for the charitable contribution deduction under Section 170(b)(1)(A)(vi), and has been determined not to be a private foundation under Section 509(a)(1). SPCO is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, SPCO is subject to income tax on net income that is derived from business activities that are unrelated to the exempt purpose. SPCO files an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS to report its unrelated business taxable income. SPCO believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. SPCO would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. |
| Part XI, Line 2d - Other Adjustments: | Change in value of beneficial interest in charitable trusts 145,635. Change in value of gift annuities -52,503. Change in discount on pledges receivable 198,490. Change in discount on accrued liability -9,350. Fundraising Expense -252,185. |
| Part XII, Line 4b - Other Adjustments: | Fundraising expenses 252,185. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | Endowment Investments | $8,155,000 | |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | Endowment Investments | $602,000 | |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 1 | Program Services | $243,000 | Performances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $9,000,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,000,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The organization does not award grants or assistance outside the United States. The organization has investment activities and touring program activities outside the United States. |
| Schedule F, Part IV, Line 4: | The organization invests in partnerships that hold direct or indirect interests in passive foreign investment companies. The investment partnerships have properly filed Form 8621, or the underlying investments did not generate any unrelated business income. Under these facts, it is not necessary for the organization to file an additional Form 8621. |
| Schedule F, Part IV, Line 5: | The organization has an ownership interest in a foreign partnership. However, the organization is below the ownership percentage that would trigger the filing of the Form 8865 and also does not meet the dollar threshold for transfers during the year. Therefore, no Form 8865 has been filed. |
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 | S D & A | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 W Century Blvd 300 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefunding | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $126,074 | GrossReceiptsAmt |
| Retained By Contractor | $89,091 | RetainedByContractorAmt |
| Net To Organization | $36,983 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $126,074 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $89,091 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $36,983 | TotalNetToOrganizationAmt |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Opening Night | Event1Nm |
| Gross Receipts Event1 | $19,506 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,356 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,150 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $9,896 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $780 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,206 | OtherDirectExpensesEvent1Amt |
| Event2 | Jeremy Denk Dinner and Concert | Event2Nm |
| Gross Receipts Event2 | $24,694 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $18,079 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,615 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $12,019 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,865 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $44,200 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $35,435 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,765 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $21,915 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $780 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,071 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,766 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$17,001 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jon Limbacher | ||||||||||||||
| President & Managing Director | $246,770 | $0 | $25,000 | $0 | $408 | $0 | $13,200 | $0 | $16,160 | $0 | $301,538 | $0 | $0 | $0 |
| Steven Copes | ||||||||||||||
| Director/Violin | $194,774 | $0 | $0 | $0 | $490 | $0 | $18,553 | $0 | $22,901 | $0 | $236,718 | $0 | $0 | $0 |
| Kyu-Young Kim | ||||||||||||||
| Artistic Director/Violin | $245,578 | $0 | $0 | $0 | $490 | $0 | $14,897 | $0 | $1,388 | $0 | $262,353 | $0 | $0 | $0 |
| Ruggero Allifranchini | ||||||||||||||
| Musician/Violin | $156,602 | $0 | $0 | $0 | $490 | $0 | $13,834 | $0 | $6,683 | $0 | $177,609 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part II, Column (B)(ii): | FormAndLineReferenceDesc |
| Explanation | Jon Limbacher, President & Managing Director, received a $25,000 signing bonus as part of his employment contract with SPCO. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Elsa Nilsson | |||
| Family Member of Current Board Member | $73,067 | Compensation | 0 |
| Charles Ullery | |||
| Spouse of Family Member of Current Board Member | $96,133 | Compensation | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 47 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,587,289 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Average High/Low | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Other | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,335 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The Board of Directors may designate an Executive Committee with such members and duties as may be specified by the Board of Directors from time to time. All Executive Committee members shall be Directors. The Executive Committee shall at all times be subject to the control and direction of the Board of Directors. One-third (1/3) of the Executive Committee shall constitute a quorum. A majority of the votes cast shall govern in every matter voted upon. |
| Form 990, Part VI, Section A, line 2 | Paula Patineau and Joe Tashjian have a family relationship. Jenny Lind Nilsson and Eric Nilsson have a family relationship. |
| Form 990, Part VI, Section A, line 6 | The organization's voting members consist of the members of the Board of Directors and the Governing Members of the organization. All persons and organizations that contribute or pledge at least $2,500 during the organization's most recent or current fiscal year may elect to be designated as a Governing Member. |
| Form 990, Part VI, Section A, line 7a | Each year the Governance Committee of the Board of Directors submits a list of recommended nominees for approval by the voting members at the Annual Meeting. |
| Form 990, Part VI, Section B, line 11b | The return is reviewed by the Chief Financial Officer and Finance Committee prior to Board review. A copy of the Form 990 is provided to the Board and approved before it is filed. |
| Form 990, Part VI, Section B, line 12c | All officers, directors, and key employees are required to sign a conflict of interest form annually. The Executive Assistant reviews the forms and forwards any items noted to the Governance Committee for review. The restrictions imposed on a person with a conflict are determined by the Governance Committee and would typically include a restriction from voting on matters related to the conflict. |
| Form 990, Part VI, Section B, line 15 | For the President & Managing Director position, rebuttable presumptions data is compiled and reviewed and the general parameters of the employment agreement is compared against this data before the employment agreement is finalized. Annually, a review committee of board members undertakes a performance evaluation of the President and addresses the President's compensation. Other officers or key employees follow the regular organization-wide practices where compensation is reviewed periodically with industry salary survey data and is commensurate with the position and experience of the individual. Annual reviews are conducted that are linked with changes in compensation. If appropriate, rebuttable presumption data is reviewed and compared for the other officers or key employees. |
| Form 990, Part VI, Section C, line 19 | The organization posts its audited financial statements on its website, and these statements are also available upon request. Governing documents and the conflict of interest policy are available to the public upon request and at the organization's discretion. |
| Form 990, Part XI, line 9: | Change in value of beneficial interest in charitable trust 145,635. Change in discount on pledges receivable 198,490. Change in discount on accrued liability -9,350. Change in value of gift annuities -52,503. |
| Form 990, Part III, Program A: | The SPCO performed premieres of numerous new works, including City Stanzas, a new piano concerto by Sally Beamish as the second installment in its five-year Beethoven/5 Project with pianist Jonathan Biss, which pairs newly commissioned piano concertos with one of Beethoven's five piano concertos that inspired it. Additional works by George Tsontakis, Dai Fujikura, Marcos Balter and Pierre Jalbert were premiered. The SPCO's Liquid Music Series presented the world premiere of Music for the Long Emergency, a commissioned collaboration by Berlin's vibrant s t a r g a z e (in their U.S. debut) and internationally-renowned Minneapolis band Polica, which will be released as an album in February 2018. The Liquid Music season also featured premieres of works by Ambrose Akinmusire, Roomful of Teeth, Nick Zammuto and TV on the Radio's Tunde Adebimpe. The Saint Paul Chamber Orchestra went on both domestic and international tours in the fall of 2016, with a performance at Dartmouth College's Hopkins Center for the Arts on October 14, followed by a performance in New York City on October 15 to open 92nd Street Y's 2016-17 season, both with Artistic Partner and pianist Jeremy Denk. In November, the SPCO and Artistic Partner Patricia Kopatchinskaja embarked upon a European tour, performing a special arrangement of Schubert's Death and the Maiden in Rome, Bologna, Siena, Berlin and Vienna. In addition to taking the Death and the Maiden program on tour in Europe, the SPCO and Kopatchinskaja recorded the program during live performances in Saint Paul and the album from the recording session was released in October 2016 to critical acclaim. The New York Times included the recording in its list of the year's best classical releases and it recently won the 2018 Grammy award in the "Best Chamber Music/Small Ensemble Performance" category. SPECIAL PROGRAMMING Sphinx Virtuosi Co-presentation, Cutting the Circle of Sounds, Northside Celebration, Where Words End Festival, programs exploring the horrors of war: In October, the SPCO joined fellow members of the Arts Partnership (the Ordway, Minnesota Opera and Schubert Club) in presenting Sphinx Virtuosi, a chamber ensemble comprised of the nation's top black and Latino string soloists, at the Ordway Concert Hall. In February, renowned flutist and MacArthur Fellow Claire Chase joined the SPCO and 183 community-sourced amateur flutists to perform Salvatore Sciarrino's Cutting the Circle of Sounds, an immersive composition performed by four flute soloists and migrating flutists of all ages and abilities. A highlight of the 2016-17 season was the Northside Celebration. Building upon the SPCO's 8-year partnership with the Capri Theater in North Minneapolis, the SPCO and the Capri joined forces with North Minneapolis musicians Sanford Moore and Dennis Spears to present two collaborative performances that celebrated the North Minneapolis community through music. For 90 captivating minutes, spoken word, stories and reflections were woven through musical selections. The Northside Celebration Choir, made up of singers from North Minneapolis churches and organizations, sang a mixture of traditional gospel pieces and newer works. The SPCO performed the rousing piece Strum by American composer Jessie Montgomery and punctuated Master Storyteller Nothondo Zulu's stories of growing up on the Northside with the music of William Grant Still. The centerpiece of the concert was the world premiere of True North for community choir and chamber orchestra. The music was composed by long-time Northside resident Timothy C. Takach and the lyrics were written by hip hop and spoken word artist Desdamona, who frequently teaches young people on the Northside. Her words were inspired by written responses from young community members who were asked timely and pointed questions about what community meant to them. The result was powerful lyrics set to compelling new music that drew from multiple musical traditions. In May 2017, the SPCO presented a festival led by Artistic Partner Pekka Kuusisto titled Where Words End, inspired by Finnish composer Jean Sibelius's quote, "For me, music begins where words end." The festival brought together artists of various disciplines and backgrounds to join the SPCO in exploring themes of immigration and cultural identity through the lens of the Nordic music and heritage that is so deeply woven into the cultural fabric of our community. Festival events included concerts that were part of the SPCO's regular season, as well as a special Happy Hour concert at the Ordway and a co-presentation with the American Swedish Institute (ASI) featuring an outdoor performance by Pekka Kuusisto and Iceland's Bedroom Community in conjunction with ASI's Weather Diaries visual art exhibit. Another thematic focus woven into programs throughout the season was music born out of the horrors of war. Important works by Gideon Klein and Erwin Schulhoff, Jewish composers murdered by the Nazis during the Holocaust, were performed, as well as seminal chamber orchestra works written in the shadows of World War II, including Bartok's Divertimento for Strings and Shostakovich's Chamber Symphony based on his Third String Quartet. In conjunction with these performances, the SPCO hosted Transfer of Memory, a touring exhibition featuring photos and stories of local Holocaust survivors, presented in collaboration with the Jewish Community Relations Council of Minnesota and the Dakotas. Together, the music performed by the SPCO and the stories told in the exhibit offered audiences the opportunity to explore art's potential to express, interpret and transcend tragedy. This was all made possible by the generous support of the Twin Cities community, with $6,462,460 contributed as operating support to the SPCO by individuals, foundations, corporations and institutions in fiscal year 2017. 5,509 donors contributed to the SPCO in the fiscal year, with nearly 900 making recurring monthly gifts as Sustainers. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Oakleaf Endowment Trust for the SPCO | |||||||||||
| 1800 IDS Center | Minneapolis | MN | 55402 | 416429380 | Support St. Paul Chamber Orchestra | MN | 501(c)(3) | Line 12a, I | St Paul Chamber Orchestra Society | Yes (1) | |
| Chamberleaf Inc | |||||||||||
| 3033 Excelsior Blvd Ste 300 | Minneapolis | MN | 55416 | 263062443 | Support St. Paul Chamber Orchestra | MN | 501(c)(3) | Line 12a, I | St Paul Chamber Orchestra Society | Yes (1) | |
| Arts Partnership | |||||||||||
| 345 Washington Street | St Paul | MN | 55102 | 262507419 | Support Arts Partners in Twin Cities | MN | 501(c)(3) | Line 1 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Oakleaf Endowment Trust for the SPCO | ||
| S | $186,383 | Accrual |
| Chamberleaf Inc | ||
| C | $3,045,381 | Accrual |
| Arts Parnership | ||
| C | $224,402 | Accrual |
| Chamberleaf Inc | ||
| S | $715,893 | Accrual |
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