SAINT PAUL CHAMBER ORCHESTRA SOCIETY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SAINT PAUL CHAMBER ORCHESTRA SOCIETY (EIN 41-0829498)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-08
- IRS object ID
- 201721289349300817
- Schema version
- 2015v3.0
- 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 | 2017-05-08T14:29:03-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | 2017-04-10 | 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 | 2017-04-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $9,623,677 | 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 | 52 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 48 | VotingMembersIndependentCnt |
| Total Employee | 315 | TotalEmployeeCnt |
| Total Volunteers | 218 | TotalVolunteersCnt |
| Total Gross UBI | -$43,135 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$43,135 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,385,674 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,756,242 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,175,345 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,212,246 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,897,055 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,380,677 | CYInvestmentIncomeAmt |
| PY Other Revenue | $194,536 | PYOtherRevenueAmt |
| CY Other Revenue | $177,175 | CYOtherRevenueAmt |
| PY Total Revenue | $13,652,610 | PYTotalRevenueAmt |
| CY Total Revenue | $9,526,340 | 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 | $6,165,199 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,267,930 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $113,913 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $88,837 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,088,249 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,691,895 | PYOtherExpensesAmt |
| CY Other Expenses | $4,185,543 | CYOtherExpensesAmt |
| PY Total Expenses | $10,971,007 | PYTotalExpensesAmt |
| CY Total Expenses | $10,542,310 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,681,603 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,015,970 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,782,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,823,585 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,932,487 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,792,208 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,850,122 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,031,377 | 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 | $8,443,801 | ExpenseAmt |
| Revenue | $2,212,246 | RevenueAmt |
| Desc | Organization SummaryRenowned for its artistic excellence, remarkable versatility of musical styles and adventurous programming, The Saint Paul Chamber Orchestra is widely regarded as one of the finest chamber orchestras in the world. Now in its 58th 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 group of artistic partners, including British Baroque specialist Jonathan Cohen, American pianist Jeremy Denk, Swedish (continued) (continued)clarinetist Martin Frost, Moldovan violinist Patricia Kopatchinskaja, Finnish violinist Pekka Kuusisto and Austrian conductor/violinist Thomas Zehetmair. Past Artistic Partners include Roberto Abbado, Pierre-Laurent Aimard, Joshua Bell, Douglas Boyd, Nicholas McGegan, Stephen Prutsman, Dawn Upshaw and Christian Zacharias.The virtuostic musicians of the SPCO present more than 130 concerts and educational programs each year, and are regularly heard on public radio programs that reach more than 2 million listeners each week on over 300 stations. Additionally, in the 2015-16 season the SPCO reached more than 367,000 listeners through its free online Listening Library. 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 engagement efforts, and its educational and family programming. Regular subscription series are performed in 20 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 $12 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 $5 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, in addition to 250 home school students and 1,700 distance learning students, and its Target Free Family Music program provides engaging and educational experiences for 6,500 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 in collaboration with iconoclastic artists 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. 2015-16 SummaryThe SPCO served a record high number of unique attendees throughout the 2015-16 season and both net ticket revenue and individual giving to the Annual Fund reached all-time highs, with the total amount contributed to the Annual Fund increasing by over five percent from the previous year. In total, individuals, foundations, corporations and institutions contributed $6,360,907 to SPCO operations. 5,395 donors contributed to the SPCO in the fiscal year, with over 1,000 making recurring monthly gifts as Sustainers. As part of its three-year Next Stage Campaign, the SPCO made significant progress toward increasing the Annual Fund to $4 million, raising over $3.6 million in special project funding to date to support ambitious artistic and organizational initiatives, and raising an additional $1 million in commitments for the endowment through legacy giving.MUSICIAN LEADERSHIPThe SPCO continued to make great strides in its transformation to a primarily unconducted ensemble led by its own musicians, with 64 unconducted, musician-led performances and six SPCO musicians featured as soloists with the orchestra in the 2015-16 season. Three new musicians were hired, including violinist Maureen Nelson, violist Hyobi Sim, and oboist Barbara Bishop. In addition, the SPCO welcomed British conductor, keyboardist and cellist Jonathan Cohen to its roster of Artistic Partners. In the beginning of the 2015-16 season, the SPCO announced a two-year extension of its contract with musicians, achieved without traditional negotiations. The contract extension includes a 10 percent increase in the musicians' guaranteed minimum base salary over the course of the two-year period. SERVING AN EXPANDING AUDIENCEThe SPCO continued to build upon its long history of audience growth in the 2015-16 season, serving more than 111,000 people through its 139 concerts in 22 venues throughout the metro area, along with its additional community engagement and education programs. Nearly 1,200 people were able to experience SPCO performances through the Music Moves program, which brings free chamber music performances to people unable to attend regular 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 also served over 6,000 students through its CONNECT music education program in 12 Minneapolis and Saint Paul public schools, along with homeschool students and students participating in a distance learning program in Albert Lea. In addition, the SPCO provided 13 free concerts for families and children through its Target Free Family Music Series, generously supported by Target. The SPCO also presented 13 performances of its celebrated Liquid Music Series, which is committed to providing a platform for artists who have not yet made their mark on chamber music, with a particular focus on female artists and artists of color.2015-16 was the orchestra's first full season in the new Concert Hall at the Ordway, and audiences continued to respond enthusiastically to the intimate and acoustically excellent space. Overall, concerts at the Concert Hall were 95 percent sold and waiting lists were set up for patrons hoping to get tickets for a number of sold-out concerts throughout the year. Three additional concerts were added to the schedule to accommodate demand. Similarly, concerts in the SPCO's Neighborhood Series, Chamber Music Series, and Liquid Music Series venues were extremely full, with 89 percent of all available tickets sold overall. The strong attendance in the 2015-16 season represents another year of continued audience expansion for the SPCO. The chamber orchestra's audience has grown by nearly 50 percent in the last 12 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 addition to those who experienced the SPCO in person by attending performances, the SPCO also shared its music via its free online Listening Library, which received nearly 17,000 visits from Minnesotans and over 367,000 visits from listeners worldwide in 2015-16. The SPCO was able to serve the community at this level thanks to the generosity of 5,395 individual donors and institutions who supported the orchestra philanthropically. | Desc |
| Total Program Service Expenses | $8,443,801 | 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 | 101 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 315 | 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 | 52 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 48 | 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 (60 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 |
|---|---|---|---|---|---|---|---|---|---|
| Bruce CoppockPresident | |||||||||
| & Managing Director (thru Dec 2015) | 40.00 | 0.00 | Yes (X) | Yes (X) | $270,297 | $0 | $15,706 | ||
| Jon LimbacherPresident | |||||||||
| & Managing Director (as of Jan 2016) | 40.00 | 0.00 | Yes (X) | Yes (X) | $21,260 | $0 | $0 | ||
| Dobson West | |||||||||
| Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Joseph H Tashjian | |||||||||
| Chair Elect | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AJ Huss Jr | |||||||||
| Immediate Past Chair | 1.00 | 0.00 | 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 | ||
| Thomas M Brown | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Daria Adams | |||||||||
| Ex-Officio/Violin | 30.00 | 0.00 | Yes (X) | $67,218 | $0 | $8,148 | |||
| 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 | |||
| 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 | |||
| 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 | |||
| Sheldon W Damberg | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Nina Tso-Ning Fan | |||||||||
| Ex-Officio/Violin | 30.00 | 0.00 | Yes (X) | $62,029 | $0 | $12,105 | |||
| Judith Garcia Galiana | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| 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 | |||
| Andrina Hougham | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Amy Hubbard | |||||||||
| Director | 1.00 | 0.00 | 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 | 0.00 | 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 Myers | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jenny Lind Nilsson | |||||||||
| 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 | |||
| Nicholas S Pifer | |||||||||
| Director | 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 | |||
| Paul C Reyelts | |||||||||
| 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 | |||
| Fred Sewell | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronald Sit | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Charles Ullery | |||||||||
| Ex-Officio/Bassoon | 30.00 | 0.00 | Yes (X) | $82,173 | $0 | $13,528 | |||
| Scott Wilensky | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Willis | |||||||||
| 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) | $102,500 | $0 | $10,970 | |||
| Kyu-Young Kim | |||||||||
| Artistic Director/Violin | 40.00 | 0.00 | $166,098 | $0 | $10,700 | Yes (X) | |||
| Jessica Etten | |||||||||
| Sr. Dir. Develop. & External Affairs | 40.00 | 0.00 | $110,667 | $0 | $6,047 | Yes (X) | |||
| Steven Copes | |||||||||
| Musician/Violin | 30.00 | 0.00 | $188,850 | $0 | $32,839 | Yes (X) | |||
| Ruggero Allifranchini | |||||||||
| Musician/Violin | 30.00 | 0.00 | $149,156 | $0 | $18,980 | Yes (X) | |||
| Zachary Cohen | |||||||||
| Musician/Bass | 30.00 | 0.00 | $102,696 | $0 | $22,934 | Yes (X) | |||
| Kathryn Greenbank | |||||||||
| Musician/Oboe | 30.00 | 0.00 | $100,512 | $0 | $25,855 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,423,456 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $177,812 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 | $132,045 |
| Success Computer Consulting | |||||
| 6130 Golden Hills Drive | Golden Valley | MN | 55416 | Consulting Services | $116,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $23,040 | FundraisingAmt |
| Government Grants | $454,930 | GovernmentGrantsAmt |
| All Other Contributions | $5,278,272 | AllOtherContributionsAmt |
| Noncash Contributions | $287,714 | NoncashContributionsAmt |
| Total Contributions | $5,756,242 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Ticket Revenue | 711130 | $1,959,839 | $1,959,839 |
| Concerts For A Fee | 711130 | $134,580 | $134,580 |
| Recording And Other | 711130 | $117,827 | $117,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,212,246 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $663,381 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$43,135 | UnrelatedBusinessRevenueAmt |
| Exclusion | $706,516 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $750 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $750 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $750 | TotalRevenueColumnAmt |
| Exclusion | $750 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $792,119 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $74,823 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $792,119 | SecuritiesAmt |
| Other | -$74,823 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $717,296 | TotalRevenueColumnAmt |
| Exclusion | $717,296 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,885 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $23,040 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $22,514 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,629 | TotalRevenueColumnAmt |
| Exclusion | -$15,629 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $192,054 | TotalRevenueColumnAmt |
| Exclusion | $192,054 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $192,054 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,526,340 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,212,246 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$43,135 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,600,987 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,566 | TotalAmt |
| Program Services | $576,788 | ProgramServicesAmt |
| Management And General | $180,599 | ManagementAndGeneralAmt |
| Fundraising | $141,179 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,499 | TotalAmt |
| Program Services | $168,499 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,161,407 | TotalAmt |
| Program Services | $3,448,515 | ProgramServicesAmt |
| Management And General | $236,452 | ManagementAndGeneralAmt |
| Fundraising | $476,440 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,433 | TotalAmt |
| Program Services | $239,875 | ProgramServicesAmt |
| Management And General | $12,303 | ManagementAndGeneralAmt |
| Fundraising | $22,255 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,206 | TotalAmt |
| Program Services | $338,274 | ProgramServicesAmt |
| Management And General | $25,581 | ManagementAndGeneralAmt |
| Fundraising | $53,351 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,819 | TotalAmt |
| Program Services | $277,543 | ProgramServicesAmt |
| Management And General | $28,343 | ManagementAndGeneralAmt |
| Fundraising | $41,933 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,314 | TotalAmt |
| Program Services | $3,083 | ProgramServicesAmt |
| Management And General | $26,138 | ManagementAndGeneralAmt |
| Fundraising | $13,093 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,900 | TotalAmt |
| Management And General | $18,480 | ManagementAndGeneralAmt |
| Fundraising | $420 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,817 | TotalAmt |
| Management And General | $35,067 | ManagementAndGeneralAmt |
| Fundraising | $10,750 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,837 | TotalAmt |
| Fundraising | $88,837 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,115 | TotalAmt |
| Management And General | $186,115 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,603 | TotalAmt |
| Program Services | $180,877 | ProgramServicesAmt |
| Management And General | $800 | ManagementAndGeneralAmt |
| Fundraising | $18,926 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,518 | TotalAmt |
| Program Services | $185,031 | ProgramServicesAmt |
| Management And General | $49,710 | ManagementAndGeneralAmt |
| Fundraising | $65,777 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,474 | TotalAmt |
| Program Services | $160,899 | ProgramServicesAmt |
| Management And General | $47,677 | ManagementAndGeneralAmt |
| Fundraising | $34,898 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,841 | TotalAmt |
| Program Services | $473,464 | ProgramServicesAmt |
| Management And General | $88,214 | ManagementAndGeneralAmt |
| Fundraising | $53,163 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,926 | TotalAmt |
| Program Services | $236,403 | ProgramServicesAmt |
| Management And General | $18,119 | ManagementAndGeneralAmt |
| Fundraising | $30,404 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,782 | TotalAmt |
| Program Services | $6,587 | ProgramServicesAmt |
| Management And General | $3,930 | ManagementAndGeneralAmt |
| Fundraising | $265 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,570 | TotalAmt |
| Management And General | $15,570 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,439 | TotalAmt |
| Program Services | $135,314 | ProgramServicesAmt |
| Management And General | $13,782 | ManagementAndGeneralAmt |
| Fundraising | $19,343 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,493 | TotalAmt |
| Program Services | $17,493 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Concert/Production Expe | Desc |
| Total | $1,992,036 | TotalAmt |
| Program Services | $1,992,036 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,715 | TotalAmt |
| Program Services | $3,120 | ProgramServicesAmt |
| Management And General | $23,380 | ManagementAndGeneralAmt |
| Fundraising | $17,215 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,542,310 | TotalAmt |
| Program Services | $8,443,801 | ProgramServicesAmt |
| Management And General | $1,010,260 | ManagementAndGeneralAmt |
| Fundraising | $1,088,249 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,787 | BOYAmt |
| EOY | $316,570 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,746,655 | BOYAmt |
| EOY | $3,850,480 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,316 | BOYAmt |
| EOY | $22,024 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,614 | BOYAmt |
| EOY | $151,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,868,816 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,982,418 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $581,492 | BOYAmt |
| EOY | $886,398 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,416,096 | BOYAmt |
| EOY | $18,394,422 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,566,073 | BOYAmt |
| EOY | $15,565,296 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,231 | BOYAmt |
| EOY | $82,241 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,849,345 | BOYAmt |
| EOY | $3,555,115 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,782,609 | BOYAmt |
| EOY | $42,823,585 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,951 | BOYAmt |
| EOY | $831,409 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,152,805 | BOYAmt |
| EOY | $1,106,163 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $215,984 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,731 | BOYAmt |
| EOY | $638,652 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,932,487 | BOYAmt |
| EOY | $2,792,208 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,017,533 | BOYAmt |
| EOY | -$2,823,501 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,382,540 | BOYAmt |
| EOY | $3,628,600 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,485,115 | BOYAmt |
| EOY | $39,226,278 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,850,122 | BOYAmt |
| EOY | $40,031,377 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,782,609 | BOYAmt |
| EOY | $42,823,585 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,015,970 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,338,969 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$463,806 | 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 | $5,586,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,785,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,677,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,385,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,767,932 | CurrentTaxYearAmt |
| Total | $33,203,969 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,586,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,785,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,677,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,385,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,767,932 | CurrentTaxYearAmt |
| Total | $33,203,969 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,842,046 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,361,923 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $407,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $334,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $424,678 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $628,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $664,131 | CurrentTaxYearAmt |
| Total | $2,459,589 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $177,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $183,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $188,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $192,054 | CurrentTaxYearAmt |
| Total | $913,392 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $36,576,950 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,649,719 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86490 | 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 - 2011 Amount: $ 171,826. 2012 Amount: $ 177,377. 2013 Amount: $ 183,463. 2014 Amount: $ 188,672. 2015 Amount: $ 192,054. | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,601,579 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$692,606 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,587,629 | OtherExpendituresAmt |
| Administrative Expenses | $161,418 | AdministrativeExpensesAmt |
| End Year Balance | $36,159,926 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.97560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02440 | 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 | $66,798 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,004 | DepreciationAmt |
| Book Value | $54,794 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,778,018 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,970,414 | DepreciationAmt |
| Book Value | $807,604 | 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 | $886,398 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Absolute Return Strategies | $9,327,113 | F |
| Private Equity | $2,577,253 | F |
| Real Assets | $3,660,930 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,565,296 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial interest in charitable trusts | Desc |
| Book Value | $3,555,115 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,555,115 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred gifts | $353,652 |
| Line of credit | $285,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $638,652 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,275,815 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,338,969 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$725,441 | OtherRevenueAmt |
| Revenue Not Reported | -$2,064,410 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,340,225 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $186,115 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $186,115 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,526,340 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,094,560 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,094,560 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $186,115 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $261,635 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $447,750 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,542,310 | 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 -445,147. Change in value of gift annuities -77,915. Change in discount on pledges receivable 61,745. Change in discount on accrued liability -2,489. Fundraising Expense -261,635. |
| Part XII, Line 4b - Other Adjustments: | Fundraising expenses 261,635. |
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 | $11,446,000 | |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 1 | Endowment Investments | $976,000 | |
| East Asia and the Pacific | 0 | 0 | Program Services | $59,255 | 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 | $12,481,255 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $12,481,255 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
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 | $94,482 | GrossReceiptsAmt |
| Retained By Contractor | $88,837 | RetainedByContractorAmt |
| Net To Organization | $6,005 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $94,482 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $88,837 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $6,005 | 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 | $16,350 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,410 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,940 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,167 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $9,862 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $940 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,634 | OtherDirectExpensesEvent1Amt |
| Event2 | Closing Night | Event2Nm |
| Gross Receipts Event2 | $12,100 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $9,630 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,470 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $662 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,319 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $850 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,762 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,475 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $1,475 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $420 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $783 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $115 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $29,925 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $23,040 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,885 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,249 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,964 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,790 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,511 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,514 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$15,629 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bruce CoppockPresident | ||||||||||||||
| & Managing Director (thru Dec 2015) | $269,847 | $0 | $0 | $0 | $450 | $0 | $14,850 | $0 | $856 | $0 | $286,003 | $0 | $0 | $0 |
| Kyu-Young Kim | ||||||||||||||
| Artistic Director/Violin | $165,685 | $0 | $0 | $0 | $413 | $0 | $10,700 | $0 | $0 | $0 | $176,798 | $0 | $0 | $0 |
| Steven Copes | ||||||||||||||
| Musician/Violin | $188,400 | $0 | $0 | $0 | $450 | $0 | $18,489 | $0 | $14,350 | $0 | $221,689 | $0 | $0 | $0 |
| Ruggero Allifranchini | ||||||||||||||
| Musician/Violin | $148,706 | $0 | $0 | $0 | $450 | $0 | $13,415 | $0 | $5,640 | $0 | $168,211 | $0 | $0 | $0 |
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 | $168,499 | Compensation | 0 |
| (no name) | |||
| 0 | |||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 39 | ContributionCnt |
| Noncash Contributions Rpt F990 | $281,217 | 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 | 32 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,497 | 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 III, Line 4a | NEW LEADERSHIP AND NEW STRATEGIC PLAN The 2015-16 season marked a significant change in leadership of the SPCO. In January, Jon Limbacher began his tenure as Managing Director and President and SPCO Principal Violinist Kyu-Young Kim became Artistic Director. Kim's appointment represents the culmination of the SPCO's efforts to have its musicians lead the organization artistically and marks the first time a major American orchestra has appointed a current member of the orchestra as Artistic Director. Upon assuming leadership of the SPCO, Limbacher and Kim led the staff, board and musicians through an inclusive and collaborative strategic planning process. With the goal of continuously adding value to the Twin Cities community and enriching lives by sharing transformational performances with the broadest possible audience, the following strategic imperatives will guide the SPCO's work over the next five years: * Present distinctive and transformational performances of chamber orchestra repertoire and chamber music and continuously elevate the artistic quality of the orchestra for the benefit of our community; * Increase the number of people who experience our music in Minnesota, with a primary focus on the Twin Cities metro area, both through live concert attendance and digital audio and video; * Increase the number of audience members who are young, with a particular focus on children, young parents and college students; * Develop an audience and SPCO family that are reflective of our Twin Cities community, with a particular emphasis on racial and ethnic diversity; * Develop financial resources and practices that provide stability through expanded fundraising and responsible stewardship of resources; and * Create an extraordinary internal culture where all members of the organization are engaged and feel valued |
| 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 Charless Ullery 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 11 | 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 -445,147. Change in discount on pledges receivable 61,745. Change in discount on accrued liability -2,489. Change in value of gift annuities -77,915. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Oakleaf Endowment Trust for the SPCO | ||||||||||
| 1800 IDS Center | Minneapolis | MN | 55402 | 416429380 | Support St. Paul Chamber Orchestra | MN | 501(c)(3) | Line 11a, 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 11a, I | St Paul Chamber Orchestra Society | Yes (1) |
| 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 | 0 | 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 (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Oakleaf Endowment Trust for the SPCO | ||
| S | $192,054 | Accrual |
| Chamberleaf Inc | ||
| S | $600,000 | Accrual |
Comments