FURP.ORG / PUBLIC DATA EXPLORER

CHICAGO SYMPHONY ORCHESTRA: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CHICAGO SYMPHONY ORCHESTRA (EIN 36-2167823)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-12
IRS object ID
201731329349302348
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-12T10:47:31-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 S Wacker Drive Ste 800AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362167823EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Chicago Symphony OrchestraBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHICBusinessNameControlTxt
Phone3122943333PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 S Michigan AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606042559ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJeff AlexanderPersonNm
Person TitlePresidentPersonTitleTxt
Phone3122943301PhoneNum
Signature2017-05-09SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonZack FortschPreparerPersonNm
PTINP00052725PTIN
Phone3126343400PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJeff AlexanderPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 S Michigan AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606042559ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$183,671,902GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.cso.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1890FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTo present classical music to Chicago, national and international audiences.ActivityOrMissionDesc
Voting Members Governing Body137VotingMembersGoverningBodyCnt
Voting Members Independent136VotingMembersIndependentCnt
Total Employee1411TotalEmployeeCnt
Total Volunteers900TotalVolunteersCnt
Total Gross UBI-$25,488TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$111,419NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$35,119,674PYContributionsGrantsAmt
CY Contributions Grants$30,408,215CYContributionsGrantsAmt
PY Program Service Revenue$31,156,061PYProgramServiceRevenueAmt
CY Program Service Revenue$31,110,071CYProgramServiceRevenueAmt
PY Investment Income$18,077,822PYInvestmentIncomeAmt
CY Investment Income$15,616,556CYInvestmentIncomeAmt
PY Other Revenue$366,767PYOtherRevenueAmt
CY Other Revenue$500,303CYOtherRevenueAmt
PY Total Revenue$84,720,324PYTotalRevenueAmt
CY Total Revenue$77,635,145CYTotalRevenueAmt
PY Grants And Similar Paid$764,095PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$789,575CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$46,409,095PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$47,200,785CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$550,141PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$546,907CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,946,313CYTotalFundraisingExpenseAmt
PY Other Expenses$31,437,009PYOtherExpensesAmt
CY Other Expenses$31,365,101CYOtherExpensesAmt
PY Total Expenses$79,160,340PYTotalExpensesAmt
CY Total Expenses$79,902,368CYTotalExpensesAmt
PY Revenues Less Expenses$5,559,984PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,267,223CYRevenuesLessExpensesAmt
Total Assets BOY$519,503,965TotalAssetsBOYAmt
Total Assets EOY$488,657,963TotalAssetsEOYAmt
Total Liabilities BOY$215,627,711TotalLiabilitiesBOYAmt
Total Liabilities EOY$241,697,456TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$303,876,254NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$246,960,507NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe central mission of the Chicago Symphony Orchestra Association is to present classical music through the Chicago Symphony Orchestra to Chicago, national and international audiences.The mission is supported by four mutually reinforcing elements:Artistic excellence: continued international preeminence in the field of orchestral excellenceAudience development: leading audience development initiativesEducation: superior education and community programsFinancial stability: fiscal responsibility for long-term stabilityMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$51,974,509ExpenseAmt
Revenue$25,294,511RevenueAmt
DescChicago Symphony Orchestra Concerts -- During the 2015/16 season, the CSO presented 159 concert programs for more than 349,000 patrons. Two commissions were presented, both world premieres, and two U.S. premieres were offered. The CSO tours included concerts in five foreign and three domestic cities. The free Concert for Chicago led by Maestro Muti at Millennium Park in downtown Chicago drew more than 5,000 people. Throughout the season, the CSO celebrated its 125th anniversary by featuring pieces premiered by the CSO on nearly every Main series concert. The CSO performed one concert at Wheaton College's Edman Memorial Chapel drawing an audience of more than 1,800. Contracted by the Ravinia Festival Association for an annual summer residency, the CSO performed 16 concerts at Ravinia Park.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,581,354ExpenseAmt
Revenue$3,528,925RevenueAmt
DescSymphony Center Presents Concerts -- Symphony Center Presents is the CSO's guest artist series at Symphony Center, featuring well-known classical artists and musicians from outside the classical genre. A total of 44 concerts were presented during the fiscal year, with more than 75,193 tickets sold for jazz, chamber music, orchestra, piano, and new music events. These concerts featured established artistic leaders and up-and-coming musicians and welcomed diverse audiences to hear a wide variety of musical styles. SCP programs include Orchestra, Chamber Music, and Piano series, and Jazz at Symphony Center. SCP Jazz is one of the most comprehensive and widely heralded jazz series in the country, spotlighting some of the world's most famous jazz artists.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,795,259ExpenseAmt
Revenue$406,746RevenueAmt
DescEducation Concerts and Activities -- The Negaunee Music Institute at the Chicago Symphony Orchestra presents more than a dozen programs sharing music's transformative power with youth, teachers, families, seniors, and underserved populations. Approximately 40,000 children from 170 schools experienced 40 School and Family concerts in 2015/16. In total, the Institute engaged 533 schools, including 178 Chicago Public Schools, in nearly 300 in-school programs, including events in juvenile detention facilities. Free tickets and transportation and free concerts in schools, parks, and community venues demonstrate the importance of music as a part of everyday life. A total of 263 free performances were offered.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)

ExpenseExpenseAmtDescDescRevenueRevenueAmtGrantGrantAmt
$120,424Retail Sales - Music-related merchandise is available for purchase at The Symphony Store.
$291,787Rentals and Commissions - A Club is available to donors for dining prior to CSO concerts.
$869,749Rentals and Commissions - Performance space provided to Chicagoland arts organizations.$799,834
$195,270Rentals and Commissions - Restaurant provided to donors for dining prior to or after concerts.$243,680
$132,711Rentals and Commissions - Parking lot provided for audiences' convenience to attend concerts.$480,000
$194,724Rentals and Commissions - Concessions are provided for audiences attending concerts.$108,198
$916,472Media and Royalty - Radio Broadcast series, In-house recording label, audio recordings in compact disc and digital download formats.$163,548
$2,155,001Civic Orchestra Concerts -- The Civic Orchestra of Chicago is the only pre-professional orchestra of its type associated with a major American orchestra. Preparing young musicians for success in today's diverse professional music landscape, the Civic offers world-class training in performance protocol under the guidance of some of the most prominent artistic leaders in the world, including CSO musicians, Yo-Yo Ma, and conductors and guest artists featured in the CSO season. During the 2015/16 season, the Civic Orchestra of Chicago reached approximately 14,000 audience members through concerts at Symphony Center, community venues, neighborhood and school engagement events, and special public performances. Eight Civic Fellows completed the newly expanded two-year Civic Fellowship curriculum. These musicians enjoyed enhanced leadership responsibilities within Civic and mentorship under Yo-Yo Ma, CSO musicians, and regional ensembles specializing in audience engagement. Fellows worked on independent projects and small group initiatives while developing professional skills. The Civic piloted the Composer's Project, engaging Civic musicians in the development and performance of new music under the mentorship of leading composers and new music ensembles. More than 1,000 Civic alumni are currently engaged in professional music positions, including positions with top orchestras, across the globe. During the 2015/16 season, eight Civic musicians and recent alumni earned positions with professional ensembles.$84,629$789,575
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,876,138TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$789,575TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,879,889TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$64,227,260TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document214IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1411EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members137GoverningBodyVotingMembersCnt
Independent Voting Member136IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Stacie M FrankVP and CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3122943301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 S Michigan AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606042559ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (151 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Jeff Alexander
President40.00Yes (X)Yes (X)$563,014$0$52,021
Helen Zell
Chairman1.50Yes (X)Yes (X)$0$0$0
Mary Louise Gorno
Vice Chairman1.10Yes (X)Yes (X)$0$0$0
Robert A Kohl
Vice Chairman1.10Yes (X)Yes (X)$0$0$0
Paul R Wiggin
Vice Chairman1.40Yes (X)Yes (X)$0$0$0
W Robert Reum
Treasurer1.00Yes (X)Yes (X)$0$0$0
James L Alexander
Life Trustee0.10Yes (X)$0$0$0
Mrs Robert A Beatty
Life Trustee0.20Yes (X)$0$0$0
Marshall Bennett
Life Trustee0.10Yes (X)$0$0$0
Melvyn Bergstein
Life Trustee0.10Yes (X)$0$0$0
Arnold M Berlin
Life Trustee0.10Yes (X)$0$0$0
William G Brown
Life Trustee0.10Yes (X)$0$0$0
Dean L Buntrock
Life Trustee0.10Yes (X)$0$0$0
Robert N Burt
Life Trustee0.10Yes (X)$0$0$0
Richard W Colburn
Life Trustee0.30Yes (X)$0$0$0
Richard H Cooper
Life Trustee0.10Yes (X)$0$0$0
James S Crown
Life Trustee0.30Yes (X)$0$0$0
Anthony T Dean
Life Trustee0.10Yes (X)$0$0$0
Debora de Hoyos
Life Trustee0.50Yes (X)$0$0$0
Charles Douglas
Life Trustee0.40Yes (X)$0$0$0
John A Edwardson
Life Trustee0.10Yes (X)$0$0$0
Sidney Epstein
Life Trustee0.10Yes (X)$0$0$0
Thomas J Eyerman
Life Trustee0.10Yes (X)$0$0$0
James B Fadim
Life Trustee0.20Yes (X)$0$0$0
David W Fox Sr
Life Trustee0.10Yes (X)$0$0$0
Richard J Franke
Life Trustee0.10Yes (X)$0$0$0
Cyrus F Freidheim Jr
Life Trustee0.20Yes (X)$0$0$0
H Laurance Fuller
Life Trustee0.10Yes (X)$0$0$0
Mrs Robert W Galvin
Life Trustee0.10Yes (X)$0$0$0
Paul C Gignilliat
Life Trustee0.20Yes (X)$0$0$0
Joseph B Glossberg
Life Trustee0.40Yes (X)$0$0$0
William A Goldstein
Life Trustee0.40Yes (X)$0$0$0
Howard L Gottlieb
Life Trustee0.10Yes (X)$0$0$0
Mrs Richard H Gottlieb
Life Trustee0.20Yes (X)$0$0$0
Chester A Gougis
Life Trustee0.60Yes (X)$0$0$0
Richard Gray
Life Trustee0.10Yes (X)$0$0$0
Mary Winton Green
Life Trustee0.30Yes (X)$0$0$0
Dietrich Gross
Life Trustee0.10Yes (X)$0$0$0
Joan W Harris
Life Trustee0.10Yes (X)$0$0$0
John H Hart
Life Trustee0.20Yes (X)$0$0$0
Thomas C Heagy
Life Trustee0.20Yes (X)$0$0$0
Jay L Henderson
Life Trustee0.50Yes (X)$0$0$0
Mrs Roger B Hull
Life Trustee0.10Yes (X)$0$0$0
Judith W Istock
Life Trustee0.10Yes (X)$0$0$0
William R Jentes
Life Trustee0.30Yes (X)$0$0$0
Paul R Judy
Life Trustee0.10Yes (X)$0$0$0
Richard B Kapnick
Life Trustee0.10Yes (X)$0$0$0
Donald G Kempf Jr
Life Trustee0.10Yes (X)$0$0$0
George D Kennedy
Life Trustee0.10Yes (X)$0$0$0
Mrs John C Kern
Life Trustee0.20Yes (X)$0$0$0
Fred A Krehbiel
Life Trustee0.10Yes (X)$0$0$0
Charles Ashby Lewis
Life Trustee0.10Yes (X)$0$0$0
Eva F Lichtenberg
Life Trustee0.20Yes (X)$0$0$0
John S Lillard
Life Trustee0.10Yes (X)$0$0$0
Donald G Lubin
Life Trustee0.10Yes (X)$0$0$0
James W Mabie
Life Trustee1.00Yes (X)$0$0$0
R Eden Martin
Life Trustee0.10Yes (X)$0$0$0
Arthur C Martinez
Life Trustee0.10Yes (X)$0$0$0
Judith W McCue
Life Trustee1.10Yes (X)$0$0$0
Lester H McKeever
Life Trustee0.10Yes (X)$0$0$0
Newton N Minow
Life Trustee0.10Yes (X)$0$0$0
John D Nichols
Life Trustee0.10Yes (X)$0$0$0
James J O'Connor
Life Trustee0.20Yes (X)$0$0$0
William A Osborn
Life Trustee0.50Yes (X)$0$0$0
Mrs Albert Pawlick
Life Trustee0.10Yes (X)$0$0$0
Jane DiRenzo Pigott
Life Trustee0.50Yes (X)$0$0$0
Richard Pigott
Life Trustee0.10Yes (X)$0$0$0
Mrs Neil K Quinn
Life Trustee0.10Yes (X)$0$0$0
John M Richman
Life Trustee0.10Yes (X)$0$0$0
John W Rogers Jr
Life Trustee0.20Yes (X)$0$0$0
Jerry Rose
Life Trustee0.10Yes (X)$0$0$0
Frank A Rossi
Life Trustee0.20Yes (X)$0$0$0
Cynthia M Sargent
Life Trustee0.20Yes (X)$0$0$0
John R Schmidt
Life Trustee0.10Yes (X)$0$0$0
Thomas C Sheffield Jr
Life Trustee0.30Yes (X)$0$0$0
Rita Simo
Life Trustee0.10Yes (X)$0$0$0
Scott C Smith
Life Trustee0.20Yes (X)$0$0$0
Robert C Spoerri
Life Trustee0.10Yes (X)$0$0$0
William C Steinmetz
Life Trustee0.10Yes (X)$0$0$0
Carl W Stern
Life Trustee0.40Yes (X)$0$0$0
Roger W Stone
Life Trustee0.10Yes (X)$0$0$0
William H Strong
Life Trustee0.10Yes (X)$0$0$0
Louis C Sudler Jr
Life Trustee0.10Yes (X)$0$0$0
Richard L Thomas
Life Trustee0.20Yes (X)$0$0$0
Peggy Y Thomson
Life Trustee0.10Yes (X)$0$0$0
Richard P Toft
Life Trustee0.10Yes (X)$0$0$0
Charles A Tribbett
Life Trustee0.10Yes (X)$0$0$0
John Aalbregtse
Trustee0.20Yes (X)$0$0$0
Elisabeth Adams
Trustee0.10Yes (X)$0$0$0
William Adams IV
Trustee0.90Yes (X)$0$0$0
Katherine Barber
Trustee0.20Yes (X)$0$0$0
Randy Lamm Berlin
Trustee0.10Yes (X)$0$0$0
Laurence O Booth
Trustee0.10Yes (X)$0$0$0
Kay Bucksbaum
Trustee0.10Yes (X)$0$0$0
Robert J Buford
Trustee0.10Yes (X)$0$0$0
Debra A Cafaro
Trustee0.10Yes (X)$0$0$0
Marion A Cameron
Trustee0.10Yes (X)$0$0$0
Gregory C Case
Trustee0.10Yes (X)$0$0$0
Frank M Clark
Trustee0.40Yes (X)$0$0$0
Bruce E Clinton
Trustee0.30Yes (X)$0$0$0
Timothy A Duffy
Trustee0.80Yes (X)$0$0$0
Mimi Duginger
Trustee0.20Yes (X)$0$0$0
Brian W Duwe
Trustee0.10Yes (X)$0$0$0
Rajiv Fernando
Trustee0.30Yes (X)$0$0$0
Rick Fezell
Trustee0.70Yes (X)$0$0$0
Richard C Godfrey
Trustee0.10Yes (X)$0$0$0
Thomas M Goldstein
Trustee0.20Yes (X)$0$0$0
Joyce T Green
Trustee0.70Yes (X)$0$0$0
David P Hackett
Trustee0.10Yes (X)$0$0$0
Lori Julian
Trustee0.50Yes (X)$0$0$0
Joseph A Konen
Trustee1.10Yes (X)$0$0$0
Josef Lakonishok
Trustee0.20Yes (X)$0$0$0
Patty Lane
Trustee0.10Yes (X)$0$0$0
Mark J Larson
Trustee0.10Yes (X)$0$0$0
John F Manley
Trustee0.20Yes (X)$0$0$0
Ling Z Markovitz
Trustee0.40Yes (X)$0$0$0
Peter D McDonald
Treasurer0.10Yes (X)$0$0$0
Mark G McGrath
Trustee0.60Yes (X)$0$0$0
David E McNeel
Trustee0.50Yes (X)$0$0$0
Christopher Melvin
Trustee0.10Yes (X)$0$0$0
Sylvia Neil
Trustee0.30Yes (X)$0$0$0
Thomas F O'Toole
Trustee0.10Yes (X)$0$0$0
Gerald Pauling
Trustee0.30Yes (X)$0$0$0
Jose Luis Prado
Trustee0.10Yes (X)$0$0$0
John M Pratt
Trustee0.20Yes (X)$0$0$0
Dr Irwin Press
Trustee0.20Yes (X)$0$0$0
Col Jennifer N Pritzker
Trustee0.10Yes (X)$0$0$0
Alexander I Rorke
Trustee0.20Yes (X)$0$0$0
Burton X Rosenberg
Trustee0.30Yes (X)$0$0$0
Kristen C Rossi
Trustee0.20Yes (X)$0$0$0
Earl J Rusnak Jr
Trustee0.80Yes (X)$0$0$0
E Scott Santi
Trustee0.10Yes (X)$0$0$0
Steven E Shebik
Trustee0.10Yes (X)$0$0$0
Alejandro Silva
Trustee0.30Yes (X)$0$0$0
Walter Snodell
Trustee0.20Yes (X)$0$0$0
Elizabeth Stein
Trustee0.10Yes (X)$0$0$0
Nasrin Thierer
Trustee0.20Yes (X)$0$0$0
Liisa Thomas
Trustee0.30Yes (X)$0$0$0
Terrence J Truax
Trustee0.20Yes (X)$0$0$0
Penny Van Horn
Trustee0.60Yes (X)$0$0$0
William A Von Hoene Jr
Trustee0.20Yes (X)$0$0$0
Frederick H Waddell
Trustee0.70Yes (X)$0$0$0
Robert A Wislow
Trustee0.10Yes (X)$0$0$0
Isabelle Goossen
Assistant Treasurer40.00Yes (X)$258,226$0$12,326
Karen Lewis Alexander
VP for Development40.00Yes (X)$309,122$0$27,503
Karen Rahn
Secretary40.00Yes (X)$70,457$0$11,482
Riccardo Muti
Music Director40.00$1,581,700$0$0Yes (X)
Robert Chen
Concertmaster40.00$492,737$0$47,163Yes (X)
John Sharp
Principal Cello40.00$287,237$0$53,719Yes (X)
Christopher Martin
Principal Trumpet40.00$298,508$0$40,596Yes (X)
Stephen Williamson
Principal Clarinet40.00$290,307$0$45,271Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,151,308TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$290,081TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K137IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Riccardo Muti
220 S Michigan AvenueChicagoIL606042559Artist Performances$1,464,737
Opus 3 Artists
470 Park Ave South 9th Floor NorthNew YorkNY10016Artist Performances$867,250
Travtours Incorporated
72171 Highway 111 Suite 202Palm DesertCA92260Travel Services$840,354
Gemini Graphics Inc
860 West Lake StreetRoselleIL601722891Printing Services$720,473
Sound Postings
11 Water Street Suite 2BArlingtonMA02476Creative Consulting Services$620,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K48CntrctRcvdGreaterThan100KCnt
Fundraising$1,505,013FundraisingAmt
Government Grants$125,000GovernmentGrantsAmt
All Other Contributions$28,778,202AllOtherContributionsAmt
Noncash Contributions$9,796,114NoncashContributionsAmt
Total Contributions$30,408,215TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
Ticket Sales711190$22,197,323$22,197,323
Performance Fees711190$6,282,986$6,282,986
Facility Rental Revenue711190$799,834$799,834
Other Program Related Revenue711190$793,488$793,488
Parking Lot Rental Revenue711190$480,000$480,000

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$556,440TotalRevenueColumnAmt
Related Or Exempt Func Income$83,456RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$673UnrelatedBusinessRevenueAmt
Exclusion$472,311ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$31,110,071TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,076,230TotalRevenueColumnAmt
Exclusion$5,076,230ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$339,205RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$416,645RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$77,440RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$77,440TotalRevenueColumnAmt
Unrelated Business Revenue-$77,440UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$115,352,440SecuritiesAmt
Other$3OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$104,812,117SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,540,323SecuritiesAmt
Other$3OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,540,326TotalRevenueColumnAmt
Unrelated Business Revenue-$10,661UnrelatedBusinessRevenueAmt
Exclusion$10,550,987ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,003,703FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,505,013ContriRptFundraisingEventAmt
Fundraising Direct Expenses$622,756FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$380,947TotalRevenueColumnAmt
Exclusion$380,947ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$382,035GrossSalesOfInventoryAmt
Cost Of Goods Sold$185,239CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$196,796TotalRevenueColumnAmt
Related Or Exempt Func Income$134,856RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$61,940UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$77,635,145TotalRevenueColumnAmt
Related Or Exempt Func Income$30,291,943RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$25,488UnrelatedBusinessRevenueAmt
Exclusion$16,960,475ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$789,575TotalAmt
Program Services$789,575ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,242,009TotalAmt
Management And General$904,909ManagementAndGeneralAmt
Fundraising$337,100FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$36,323,320TotalAmt
Program Services$32,087,179ProgramServicesAmt
Management And General$2,804,650ManagementAndGeneralAmt
Fundraising$1,431,491FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,910,274TotalAmt
Program Services$2,696,556ProgramServicesAmt
Management And General$142,025ManagementAndGeneralAmt
Fundraising$71,693FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,479,912TotalAmt
Program Services$3,563,377ProgramServicesAmt
Management And General$626,135ManagementAndGeneralAmt
Fundraising$290,400FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,245,270TotalAmt
Program Services$1,826,684ProgramServicesAmt
Management And General$292,629ManagementAndGeneralAmt
Fundraising$125,957FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$69,173TotalAmt
Program Services$33,236ProgramServicesAmt
Management And General$35,040ManagementAndGeneralAmt
Fundraising$897FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$115,351TotalAmt
Management And General$115,351ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$546,907TotalAmt
Fundraising$546,907FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,031,630TotalAmt
Program Services$8,230,663ProgramServicesAmt
Management And General$790,329ManagementAndGeneralAmt
Fundraising$10,638FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,660,324TotalAmt
Program Services$4,262,232ProgramServicesAmt
Management And General$256,594ManagementAndGeneralAmt
Fundraising$141,498FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$979,693TotalAmt
Program Services$511,144ProgramServicesAmt
Management And General$241,374ManagementAndGeneralAmt
Fundraising$227,175FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$359,769TotalAmt
Program Services$187,705ProgramServicesAmt
Management And General$88,639ManagementAndGeneralAmt
Fundraising$83,425FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,525,049TotalAmt
Program Services$2,044,774ProgramServicesAmt
Management And General$219,502ManagementAndGeneralAmt
Fundraising$260,773FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,229,765TotalAmt
Program Services$2,133,358ProgramServicesAmt
Management And General$66,842ManagementAndGeneralAmt
Fundraising$29,565FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$112,884TotalAmt
Program Services$47,743ProgramServicesAmt
Management And General$7,276ManagementAndGeneralAmt
Fundraising$57,865FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,511,362TotalAmt
Management And General$4,511,362ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,103,329TotalAmt
Program Services$3,796,428ProgramServicesAmt
Management And General$251,570ManagementAndGeneralAmt
Fundraising$55,331FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$263,184TotalAmt
Management And General$263,184ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
Credit Card Fees$623,677$558,408$65,269
Music & Instrument Rent$354,679$254,390$1,112$99,177
Equipment Rental & Main$342,358$342,358
Music License Fees$333,234$333,234

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$749,640TotalAmt
Program Services$528,216ProgramServicesAmt
Management And General$12,207ManagementAndGeneralAmt
Fundraising$209,217FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$79,902,368TotalAmt
Program Services$64,227,260ProgramServicesAmt
Management And General$11,728,795ManagementAndGeneralAmt
Fundraising$3,946,313FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,297,989BOYAmt
EOY$2,303,259EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,321,913BOYAmt
EOY$6,632,349EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$38,798,436BOYAmt
EOY$30,234,972EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$549,624BOYAmt
EOY$277,057EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$188,534BOYAmt
EOY$153,900EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,414,315BOYAmt
EOY$3,121,759EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$176,551,956LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$82,099,376LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$97,851,200BOYAmt
EOY$94,452,580EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$230,485,922BOYAmt
EOY$232,601,490EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$137,596,032BOYAmt
EOY$118,880,597EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$519,503,965BOYAmt
EOY$488,657,963EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,202,315BOYAmt
EOY$6,120,319EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,412,053BOYAmt
EOY$13,216,564EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$145,515,000BOYAmt
EOY$145,515,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$51,498,343BOYAmt
EOY$76,845,573EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$215,627,711BOYAmt
EOY$241,697,456EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$133,348,585BOYAmt
EOY$75,638,588EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$47,323,718BOYAmt
EOY$38,371,925EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$123,203,951BOYAmt
EOY$132,949,994EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$303,876,254BOYAmt
EOY$246,960,507EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$519,503,965BOYAmt
EOY$488,657,963EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$2,267,223ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$30,166,711NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$24,481,813OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,854,034CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,315,546CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,685,142CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,119,674CurrentTaxYearMinus1YearAmt
Current Tax Year$30,408,215CurrentTaxYearAmt
Total$208,382,611TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,854,034CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,315,546CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,685,142CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,119,674CurrentTaxYearMinus1YearAmt
Current Tax Year$30,408,215CurrentTaxYearAmt
Total$208,382,611TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$33,646,404SubstantialContributorsTotAmt
Public Support Total170$174,736,207PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,794,643CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,809,674CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,887,803CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,980,963CurrentTaxYearMinus1YearAmt
Current Tax Year$5,076,230CurrentTaxYearAmt
Total$24,549,313TotalAmt
FieldValueIRS element (for citing)
Total Support$232,931,924TotalSupportAmt
Gross Receipts Rltd Activities$163,419,347GrossReceiptsRltdActivitiesAmt
Public Support CY1700.75020PublicSupportCY170Pct
Public Support PY1700.76390PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$79,902,368FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$79,902,368FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$303,606,000BeginningYearBalanceAmt
Contributions$9,411,000ContributionsAmt
Investment Earnings Or Losses-$11,389,000InvestmentEarningsOrLossesAmt
Other Expenditures$13,635,000OtherExpendituresAmt
End Year Balance$287,993,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$305,453,000BeginningYearBalanceAmt
Contributions$6,867,000ContributionsAmt
Investment Earnings Or Losses$3,862,000InvestmentEarningsOrLossesAmt
Other Expenditures$12,576,000OtherExpendituresAmt
End Year Balance$303,606,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$261,662,000BeginningYearBalanceAmt
Contributions$16,536,000ContributionsAmt
Investment Earnings Or Losses$43,839,000InvestmentEarningsOrLossesAmt
Other Expenditures$16,564,000OtherExpendituresAmt
Administrative Expenses$20,000AdministrativeExpensesAmt
End Year Balance$305,453,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$233,705,000BeginningYearBalanceAmt
Contributions$13,015,000ContributionsAmt
Investment Earnings Or Losses$26,251,000InvestmentEarningsOrLossesAmt
Other Expenditures$11,288,000OtherExpendituresAmt
Administrative Expenses$21,000AdministrativeExpensesAmt
End Year Balance$261,662,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$241,339,000BeginningYearBalanceAmt
Contributions$7,111,000ContributionsAmt
Investment Earnings Or Losses-$3,905,000InvestmentEarningsOrLossesAmt
Other Expenditures$10,840,000OtherExpendituresAmt
End Year Balance$233,705,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.46980BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.43620PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.09400TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,475,169OtherCostOrOtherBasisAmt
Book Value$25,475,169BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$125,252,375OtherCostOrOtherBasisAmt
Depreciation$65,489,327DepreciationAmt
Book Value$59,763,048BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$199,537OtherCostOrOtherBasisAmt
Depreciation$195,547DepreciationAmt
Book Value$3,990BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,086,275OtherCostOrOtherBasisAmt
Depreciation$10,396,172DepreciationAmt
Book Value$1,690,103BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,538,600OtherCostOrOtherBasisAmt
Depreciation$6,018,330DepreciationAmt
Book Value$7,520,270BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$94,452,580TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Alternative investments - Absolute return$41,702,532F
Hedged equities$44,025,561F
Private equity$14,638,507F
Real assets$11,183,766F
Beneficial interest in trust and Other$7,330,231F
FieldValueIRS element (for citing)
Total Book Value Securities$118,880,597TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Pension benefits$44,867,134
Other long-term liabilities$1,088,846
Interest rate swap contracts$30,889,593
FieldValueIRS element (for citing)
Total Liability$76,845,573TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$48,763,436TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$30,166,711NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$70,365DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$30,096,346RevenueNotReportedAmt
Revenue Subtotal$78,859,782RevenueSubtotalAmt
Other Revenues Not Included-$1,224,637OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$1,224,637RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$77,635,145TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$105,679,184TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$70,365DonatedServicesUseFcltsAmt
Other Expenses Included$25,706,451OtherExpensesIncludedAmt
Expenses Not Reported$25,776,816ExpensesNotReportedAmt
Expenses Subtotal$79,902,368ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$79,902,368TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The Investment Committee, which oversees all the Corporation's investments, operates under investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs, while seeking to maintain the purchasing power of the endowment assets. Under these policies, the endowment assets are invested in a manner that, over time, will meet the long-term objective of a 5% real return on assets. The Corporation's policy is to preserve the historical dollar value of permanently restricted contributions, and to use any of the investment returns as is prudent considering the Corporation's long- and short-term needs, resources, duration and preservation of donor-restricted endowment funds, donor restrictions, expected total return on its investments, price level trends, general economic conditions, and investment policies.
Part X, Line 2:Income Taxes The Corporation is exempt from federal and state income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code unless it has income from unrelated business activities. The Corporation follows the standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Corporation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Corporation, continued tax exempt status of bonds payable, and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. At June 30, 2016 and 2015, there were no unrecognized tax benefits identified or recorded as liabilities. The Corporation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Corporation is generally no longer subject to examination by the Internal Revenue Service for years before the fiscal year ended June 30, 2013.
Part XI, Line 4b - Other Adjustments:Rental expenses (Part VIII, Line 6b) -416,645. Gain (loss) on sale of other assets (Part VIII, Line 7c(ii)) 3. Fundraising event expenses (Part VIII, Line 8b + Line 9b) -622,756. Cost of goods sold (Part VIII, Line 10b) -185,239.
Part XII, Line 2d - Other Adjustments:Rental expenses (Part VIII, Line 6b) 416,645. (Gain) loss on sale of other assets (Part VIII, Line 7c(ii)) -3. Fundraising event expenses (Part VIII, Line 8b + Line 9b) 622,756. Cost of goods sold (Part VIII, Line 10b) 185,239. Interest rate swap fair value adjustment 8,738,748. Change in pension plan assets and benefit obligations 15,743,066.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean -00Investments$78,613,289
East Asia and the Pacific02Program Services$3,611,733The Chicago Symphony Orchestra performed two concerts each in Taipei, Taiwan; Tokyo, Japan; Shanghai and Beijing, China; and Seoul, South Korea. This was the 59th international tour since 1892 and second visit to Asia in five years.
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees2SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee2TotalEmployeeCnt
Subtotal Spent$82,225,022SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$82,225,022TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1SD&A Teleservices IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15757 W CenturyAddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90045ZIPCd
FieldValueIRS element (for citing)
ActivityTelefundraising CampaignsActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$1,445,589GrossReceiptsAmt
Retained By Contractor$546,907RetainedByContractorAmt
Net To Organization$898,682NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$1,445,589TotalGrossReceiptsAmt
Total Retained By Contractors$546,907TotalRetainedByContractorsAmt
Total Net To Organization$898,682TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Symphony BallEvent1Nm
Gross Receipts Event1$1,640,957GrossReceiptsEvent1Amt
Charitable Contri Event1$971,705CharitableContriEvent1Amt
Gross Revenue Event1$669,252GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,127RentFacilityCostsEvent1Amt
Food And Beverage Event1$223,036FoodAndBeverageEvent1Amt
Entertainment Event1$14,634EntertainmentEvent1Amt
Other Direct Expenses Event1$117,657OtherDirectExpensesEvent1Amt
Event2Corporate NightEvent2Nm
Gross Receipts Event2$729,600GrossReceiptsEvent2Amt
Charitable Contri Event2$469,200CharitableContriEvent2Amt
Gross Revenue Event2$260,400GrossRevenueEvent2Amt
Rent Facility Costs Event2$9,191RentFacilityCostsEvent2Amt
Food And Beverage Event2$59,785FoodAndBeverageEvent2Amt
Entertainment Event2$3,550EntertainmentEvent2Amt
Other Direct Expenses Event2$31,996OtherDirectExpensesEvent2Amt
Other Events Total11OtherEventsTotalCnt
Gross Receipts Other Events$138,159GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$64,108CharitableContriOtherEventsAmt
Gross Revenue Other Events$74,051GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$3,477NonCashPrizesOtherEventsAmt
Food And Beverage Other Events$83,724FoodAndBeverageOtherEventsAmt
Entertainment Other Events$6,618EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$62,961OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,508,716GrossReceiptsTotalAmt
Charitable Contributions Tot$1,505,013CharitableContributionsTotAmt
Gross Revenue Total Events$1,003,703GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$3,477NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$15,318RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$366,545FoodAndBeverageTotalEventsAmt
Entertainment Total Events$24,802EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$212,614OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$622,756DirectExpenseSummaryEventsAmt
Net Income Summary$380,947NetIncomeSummaryAmt
FieldValueIRS element (for citing)
LicensedYes (1)LicensedInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Civic Orchestra Stipends167$771,669
Civic Orchestra Fellowships3$17,906

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2:All regular members of the Civic Orchestra of Chicago receive a stipend. Associate members receive stipends if they perform as a sub or an extra player. Most Regular members receive an annual stipend of $7,300. String players who are assigned to principal positions (on a rotation basis) via audition receive an additional $90-$210 per concert cycle. Higher level of stipend offered to eight Civic musicians who are chosen as Citizen Musician Fellows. Each Citizen Musician Fellow receives $20,000 in stipend. Stipends offset some of the cost of living, allowing musicians more time to spend on their music studies. While the majority of Civic musicians are post-graduates, stipends may be applied to tuition expenses for students pursuing degrees in music. A select number of players, all of whom are Regular members, receive up to a $7,300 fellowship (rather than the stipend) annually that is disbursed on an annual or semester basis directly to the academic institution they are attending. This is part of a cooperative agreement between the Civic Orchestra and area schools (Northwestern University, Northern Illinois University, DePaul University and Chicago College of Performing Arts at Roosevelt University) to provide two years of tuition-free graduate study. The academic institution covers the portion of the tuition that the $7,300 from the Civic Orchestra does not cover.
Part I, Line 2Civic Membership: Members of the Civic Orchestra of Chicago are chosen by audition in February-March for the following season (September-May). Adjudicators are members of the Chicago Symphony Orchestra. Auditionees play a prepared list of orchestral excerpts and a solo work that has been selected by the CSO member, and are ranked by a number during the audition process. When the auditions are over, the numbers are placed in order and then matched with the name of the auditionee. From the list, Regular and Associate membership rosters are formed. Regular section membership is based on the number of players required in a given section on a regular basis. Subs and extras are drawn from the Associate membership roster as needed throughout the season. All ranking is guided by the artistic quality of the audition as determined by the adjudicator.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Jeff Alexander
President$491,612$0$25,000$0$46,402$0$20,400$0$31,621$0$615,035$0$0$0
Isabelle Goossen
Assistant Treasurer$256,697$0$0$0$1,529$0$11,188$0$1,138$0$270,552$0$0$0
Karen Lewis Alexander
VP for Development$308,391$0$0$0$731$0$10,400$0$17,103$0$336,625$0$0$0
Riccardo Muti
Music Director$1,581,700$0$0$0$0$0$0$0$0$0$1,581,700$0$0$0
Robert Chen
Concertmaster$491,956$0$0$0$781$0$12,385$0$34,778$0$539,900$0$0$0
John Sharp
Principal Cello$286,123$0$0$0$1,114$0$21,288$0$32,431$0$340,956$0$0$0
Christopher Martin
Principal Trumpet$297,815$0$0$0$693$0$10,111$0$30,485$0$339,104$0$0$0
Stephen Williamson
Principal Clarinet$289,570$0$0$0$737$0$12,993$0$32,278$0$335,578$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aCharter travel is provided for all employees during certain foreign and domestic tours when deemed more economical. The organization provided travel to the President's spouse so she could provide translation services in her country of origin. She was not paid for such services and the accountable plan rules were followed for her travel expenses.
Part I, Line 7Annually, the Chairman of the Board reviews and approves any bonus payment for the President.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Illinois Finance AuthorityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN861091967BondIssuerEIN
CUSIP45200FGY9CUSIPNum
Bond Issued2008-05-29BondIssuedDt
Issue Price$83,015,000IssuePriceAmt
PurposeSee Part VIPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$83,015,000TotalProceedsAmt
Capitalized Interest$620,000CapitalizedInterestAmt
Refunding Escrow$81,364,393RefundingEscrowAmt
Issuance Costs From Proceeds$722,487IssuanceCostsFromProceedsAmt
Credit Enhancement$308,120CreditEnhancementAmt
Substantial Completion1997SubstantialCompletionYr
Current RefundingYes (1)CurrentRefundingInd
Advance Refunding0AdvanceRefundingInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To RebateYes (1)ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Date Rebate Computation PerformedIssuer Name: Illinois Finance Authority Date the Rebate Computation was Performed: 05/20/2013
Schedule K Supplental InformationPart I, Line A, Column (f): The Bonds were issued to (i) refinance a line of credit to the Chicago Symphony Orchestra (the Symphony) from the Northern Trust Company (the Line of Credit) and pay or reimburse the Symphony for certain costs relating to the conversion of the interest rate mode (the Series 2002 Conversion) on the $80,650,000 original aggregate principal amount of the Illinois Educational Facilities Authority Revenue Refunding Bonds, Chicago Symphony Orchestra, Series 2002 (the Series 2002 Bonds) and (ii) pay a portion of the interest on the Bonds and certain costs of issuance of the Bonds (including credit enhancement). The proceeds of the Line of Credit were used to finance a portion of the costs of (i) financing the mandatory purchase of the Series 2002 Bonds by the Symphony in connection with the Series 2002 Conversion, (ii) paying certain costs and expenses related to (a) the incurrence and maintenance of the Line of Credit, and (b) the Series 2002 Conversion, and (iii) paying accrued interest on the Line of Credit. The Series 2002 Bonds were issued on December 19, 2002 to refund all of the $77,900,000 original aggregate principal amount of the Illinois Development Finance Authority Variable/Fixed Rate Demand Revenue Bonds, Series 1996 (Chicago Symphony Orchestra Project) (the Series 1996 Bonds), (ii) pay a portion of interest on the Series 2002 Bonds, and (iii) pay a portion of costs of issuance (including bond insurance premium). The 1996 Bonds were issued on June 12, 1996 to (i) finance, refinance and reimburse the Symphony for certain costs relating to the renovation and expansion of Orchestra Hall and surrounding properties, (ii) pay a portion of interest on the Series 1996 Bonds, (iii) pay or reimburse the Symphony for a portion of the interest on the $50,000,000 Illinois Development Finance Authority Variable/Fixed Rate Demand Revenue Bonds, Series 1994 (Chicago Symphony Orchestra Project), and (iv) pay certain costs relating to letters of credit and costs of issuance.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution81ContributionCnt
Noncash Contributions Rpt F990$9,676,696NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV - Stock giftsMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Sound Equipment1$76,440Fair market value
Yes (X)Cough drops1$28,123Fair market value
Yes (X)Wine sponsorship1$10,902Fair market value
Yes (X)Instruments3$3,753Fair market value
Yes (X)Airfare miles1$200Fair market value
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 32b:FormAndLineReferenceDesc
ExplanationPublicly traded securites are sold via a stock brokerage account held at the corporation's primary banking relationship.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Business Relationship 1: John W. Rogers, Jr., William A. Von Hoene, Jr. Business Relationship 2: James S. Crown, William A. Osborn Business Relationship 3: Susan Crown (relative of James S. Crown), Jay L. Henderson, John D. Nichols, E. Scott Santi Business Relationship 4: Timothy A. Duffy, Richard C. Godfrey Business Relationship 5: Debora de Hoyos, John R. Schmidt Business Relationship 6: Frederick A. Krehbiel, Donald G. Lubin Business Relationship 7: Susan Crown (relative of James S. Crown), Jay L. Henderson, Jose Luis Prado, Charles A. Tribbett, Frederick H. Waddell Business Relationship 8: William Adams IV, Elisabeth Adams Business Relationship 9: Walter Carlson (spouse of Debora de Hoyos) Charles W. Douglas, R. Eden Martin, Newton N. Minow Family Relationship 1: William Adams IV, Elisabeth Adams
Form 990, Part VI, Section A, line 6The members of the Chicago Symphony Orchestra (the "Corporation") are designated as Governing Members. Governing Members are elected from among persons who have demonstrated a significant interest in the CSO and who meet such additional criteria as the Board of Trustees may from time to time determine.
Form 990, Part VI, Section A, line 7aGoverning Members ratify the election of Governing Members and, at each Annual Meeting, the fully ratified Governing Members elect Regular and Life Trustees.
Form 990, Part VI, Section B, line 11CSO staff prepares Form 990, and it is reviewed by our tax advisor. Staff and the tax advisor discuss and review the entire Form 990 and Form 990-T with members of the CSO Audit Committee, who review and accept it before it is filed as set forth in the Committee Authority and Responsibility section of the Audit Committee charter. At its Spring meeting, the Board of Trustees was reminded of the Audit Committee's responsibility to review and approve the annual tax returns. The 2015 Form 990 and Form 990-T were reviewed and approved at the April 25, 2017 meeting of the Audit Committee.
Form 990, Part VI, Section B, line 12cThe CSO maintains a Conflict of Interest Policy that applies to all trustees, the Executive Committees of certain auxiliary operations operating under the CSO's bylaws, senior management and other designated staff members, and non-trustee members of Trustee committees. The Policy requires each person to whom the policy applies to complete an annual disclosure questionnaire that discloses any business or financial interest, which might reasonably be expected to give rise to a possible conflict between the interest of the CSO and the interest of such person. The Policy forbids such individuals from voting on or using their personal influence in connection with such business or financial issues. In the event the CSO does conduct business with a related party, the financial terms of those relationships are reported annually to the Audit Committee, whose members are independent per the terms of its charter. The CSO requires each non-union employee to conduct themselves in accordance with the code of Business Conduct and Ethics, approved by the Board of Trustees, and to sign an annual statement acknowledging their understanding of and compliance with the Code.
Form 990, Part VI, Section B, line 15The process for determining the compensation of the President included a meeting on October 6, 2015, of the Human Resources Committee, which was comprised of six independent trustees and three non-trustees. The Committee reviewed the compensation arrangements and peer benchmark data based on size of budget and scope of management responsibility. Published compensation surveys for non-profit organizations were also reviewed. Recommendations were made to the Committee and accepted, and the deliberations of the Committee were documented in the minutes of the meeting. The process for determining the compensation of other officers or key employees included a meeting on October 6, 2015, of the Human Resources Committee, which was comprised of six independent trustees and three non-trustees. The Committee reviewed the compensation arrangements and peer benchmark data based on size of budget and scope of management responsibility. Published compensation surveys for non-profit organizations were also reviewed. Recommendations were made to the Committee and accepted, and the deliberations of the Committee were documented in the minutes of the meeting.
Form 990, Part VI, Section C, line 19Financial statements, governing documents and conflict of interest policy are available to the public upon request pursuant to the guidelines of section 6104(d).
Form 990, Part IX, line 11gGuest Conductors, Artists and Composers: Program service expenses 6,998,969. Management and general expenses 0. Fundraising expenses 800. Total expenses 6,999,769. Other Contracted Services: Program service expenses 1,231,694. Management and general expenses 790,329. Fundraising expenses 9,838. Total expenses 2,031,861.
Form 990, Part XI, line 9:Interest rate swap fair value adjustments -8,738,747. Changes in pension plan assets and benefit obligations -15,743,066.