FURP.ORG / PUBLIC DATA EXPLORER

CHICAGO SYMPHONY ORCHESTRA: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CHICAGO SYMPHONY ORCHESTRA (EIN 36-2167823)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-11
IRS object ID
201621329349302902
Schema version
2014v6.0
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)
Return2016-05-11T13:37:03-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 South Wacker Suite 800AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

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
Phone3122943210PhoneNum
Signature2016-05-09SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonZack FortschPreparerPersonNm
PTINP00052725PTIN
Phone3126343400PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

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$124,328,846GrossReceiptsAmt
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 Body134VotingMembersGoverningBodyCnt
Voting Members Independent128VotingMembersIndependentCnt
Total Employee1193TotalEmployeeCnt
Total Volunteers892TotalVolunteersCnt
Total Gross UBI-$132,443TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$201,495NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$56,685,141PYContributionsGrantsAmt
CY Contributions Grants$35,119,674CYContributionsGrantsAmt
PY Program Service Revenue$29,069,324PYProgramServiceRevenueAmt
CY Program Service Revenue$31,156,061CYProgramServiceRevenueAmt
PY Investment Income$16,429,985PYInvestmentIncomeAmt
CY Investment Income$18,077,822CYInvestmentIncomeAmt
PY Other Revenue$357,884PYOtherRevenueAmt
CY Other Revenue$366,767CYOtherRevenueAmt
PY Total Revenue$102,542,334PYTotalRevenueAmt
CY Total Revenue$84,720,324CYTotalRevenueAmt
PY Grants And Similar Paid$769,160PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$764,095CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$47,445,920PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$46,409,095CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$602,005PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$550,141CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,821,975CYTotalFundraisingExpenseAmt
PY Other Expenses$31,665,522PYOtherExpensesAmt
CY Other Expenses$31,437,009CYOtherExpensesAmt
PY Total Expenses$80,482,607PYTotalExpensesAmt
CY Total Expenses$79,160,340CYTotalExpensesAmt
PY Revenues Less Expenses$22,059,727PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,559,984CYRevenuesLessExpensesAmt
Total Assets BOY$528,711,667TotalAssetsBOYAmt
Total Assets EOY$519,503,965TotalAssetsEOYAmt
Total Liabilities BOY$206,064,076TotalLiabilitiesBOYAmt
Total Liabilities EOY$215,627,711TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$322,647,591NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$303,876,254NetAssetsOrFundBalancesEOYAmt
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$50,566,789ExpenseAmt
Revenue$25,198,115RevenueAmt
DescChicago Symphony Orchestra Concerts -- During the 2014/15 season, the CSO presented 153 concert programs for more than 369,000 patrons. Two commissions were included in the repertoire, both world premieres. The CSO tour schedule included concerts in five foreign and two domestic cities. The free Concert for Chicago led by Maestro Muti at Millennium Park in downtown Chicago drew more than 20,000 people. The CSO began the season with concerts featuring Beethoven's Ninth Symphony. A webcast of the concert was viewed online more than 353,000 times in more than 200 countries and provinces. The CSO performed two concerts at The Morton Arboretum in DuPage County drawing an audience of more than 8,500. Contracted by the Ravinia Festival Association for an annual summer residency, the CSO performed 21 concerts at Ravinia Park.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,942,206ExpenseAmt
Revenue$3,468,330RevenueAmt
DescSymphony Center Presents Concerts -- Symphony Center Presents is the CSO's guest artist series featuring well-known classical artists and musicians from outside the classical genre, at Symphony Center. A total of 49 concerts were presented during the fiscal year, with more than 77,200 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 an Orchestra series, Chamber Music series, 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$3,126,226ExpenseAmt
Revenue$506,391RevenueAmt
DescEducation Concerts and Activities -- The Negaunee Music Institute at the Chicago Symphony Orchestra presents approximately 20 annual programs sharing music's transformative power with youth, teachers, families, seniors, and underserved populations. Approximately 40,000 children from 125 schools experienced almost 40 School and Family concerts in 2014/15, and approximately 400 teachers, musicians, teaching artists, and volunteers were trained to share music with students and communities. The Institute conducted nearly 300 in-school programs, including events in Chicago Public Schools and 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (9 entries)

ExpenseExpenseAmtDescDescRevenueRevenueAmtGrantGrantAmt
$143,378Retail Sales - Music-related merchandise is available for purchase at The Symphony Store.
$308,589Rentals and Commissions - A Club is available to donors for dining prior to CSO concerts.
$1,128,384Rentals and Commissions - Performance space provided to Chicagoland arts organizations.$854,119
$197,992Rentals and Commissions - Restaurant provided to donors for dining prior to or after concerts.$237,738
$129,638Rentals and Commissions - Parking lot provided for audiences' convenience to attend concerts.$522,763
$198,947Rentals and Commissions - Concessions are provided for audiences attending concerts.$76,076
$1,395,424Media and Royalty - Radio Broadcast series, In-house recording label, audio recordings in compact disc and digital download formats.$224,455
$179,047Other Program Services - Includes new program initiatives.
$2,130,027Civic 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 2014/15 season, the Civic Orchestra of Chicago reached approximately 15,000 audience members through concerts at Symphony Center, community venues, neighborhood and school engagement events, and special public performances. The 2014/15 season marked the expansion of the Civic Fellowship into a two-year curricular enhancement, building on the previous seasons' pilot year. Eight Civic musicians enjoyed enhanced leadership responsibilities within Civic and mentorship under Yo-Yo Ma, CSO musicians, and regional ensembles specializing in audience engagement. Fellows worked primarily in ensembles and groups to prepare for the increasingly independent work of the second year of the fellowship curriculum. To date, more than 700 Civic alumni have earned professional positions with top orchestras across the globe. During the 2014/15 season, four Civic musicians and recent alumni earned positions with professional ensembles.$65,075$764,095
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$5,811,426TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$764,095TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,980,226TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$64,446,647TotalProgramServiceExpensesAmt
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 ActivitiesYes (1)GamingActivitiesInd
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 MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
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 Document240IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1193EmployeeCnt
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 Members134GoverningBodyVotingMembersCnt
Independent Voting Member128IndependentVotingMemberCnt
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
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Isabelle C GoossenVP 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 (157 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Jeff Alexander
President - Starting January 201540.00Yes (X)Yes (X)$0$0$0
Jay L Henderson
Chairman1.70Yes (X)Yes (X)$0$0$0
Frank M Clark
Vice Chairman0.40Yes (X)Yes (X)$0$0$0
Joyce T Green
Vice Chairman0.50Yes (X)Yes (X)$0$0$0
W Robert Reum
Vice Chairman0.70Yes (X)Yes (X)$0$0$0
Frederick H Waddell
Vice Chairman0.60Yes (X)Yes (X)$0$0$0
Paul R Wiggin
Vice Chairman1.00Yes (X)Yes (X)$0$0$0
Peter D McDonald
Treasurer0.70Yes (X)Yes (X)$0$0$0
James L Alexander
Life Trustee0.10Yes (X)$0$0$0
Mrs Robert A Beatty
Life Trustee0.10Yes (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 Trustee0.20Yes (X)$0$0$0
Richard H Cooper
Life Trustee0.10Yes (X)$0$0$0
James S Crown
Life Trustee0.30Yes (X)$0$0$0
Joanne S Crown
Life Trustee0.10Yes (X)$0$0$0
Anthony T Dean
Life Trustee0.10Yes (X)$0$0$0
Debora de Hoyos
Life Trustee0.30Yes (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 Trustee0.10Yes (X)$0$0$0
Joseph B Glossberg
Life Trustee0.40Yes (X)$0$0$0
William A Goldstein
Life Trustee0.30Yes (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 Trustee0.40Yes (X)$0$0$0
Richard Gray
Life Trustee0.10Yes (X)$0$0$0
Mary Winton Green
Life Trustee0.10Yes (X)$0$0$0
Dietrich Gross
Life Trustee0.10Yes (X)$0$0$0
Joan W Harris
Life Trustee0.20Yes (X)$0$0$0
John H Hart
Life Trustee0.30Yes (X)$0$0$0
Thomas C Heagy
Life Trustee0.10Yes (X)$0$0$0
Mrs Roger B Hull
Life Trustee0.10Yes (X)$0$0$0
Judith W Istock
Life Trustee0.30Yes (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 Trustee0.20Yes (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 Trustee0.10Yes (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 Trustee0.90Yes (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 Trustee0.70Yes (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 Trustee0.20Yes (X)$0$0$0
Mrs Albert Pawlick
Life Trustee0.20Yes (X)$0$0$0
Jane DiRenzo Pigott
Life Trustee0.40Yes (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 Trustee0.40Yes (X)$0$0$0
Jerry Rose
Life Trustee0.20Yes (X)$0$0$0
Frank A Rossi
Life Trustee0.20Yes (X)$0$0$0
Cynthia M Sargent
Life Trustee0.10Yes (X)$0$0$0
John R Schmidt
Life Trustee0.10Yes (X)$0$0$0
Irving Seaman Jr
Life Trustee0.10Yes (X)$0$0$0
Thomas C Sheffield Jr
Life Trustee0.10Yes (X)$0$0$0
Rita Simo
Life Trustee0.10Yes (X)$0$0$0
Scott C Smith
Life Trustee0.30Yes (X)$0$0$0
Robert C Spoerri
Life Trustee0.10Yes (X)$0$0$0
William C Steinmetz
Life Trustee0.30Yes (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 Trustee0.20Yes (X)$0$0$0
Charles A Tribbett
Life Trustee0.10Yes (X)$0$0$0
John Aalbregtse
Trustee0.30Yes (X)$0$0$0
William Adams IV
Trustee0.70Yes (X)$0$0$0
Douglas J Bade
Trustee0.10Yes (X)$0$0$0
Katherine Barber
Trustee0.10Yes (X)$0$0$0
Randy Lamm Berlin
Trustee0.10Yes (X)$0$0$0
Wayne D Boberg
Trustee0.10Yes (X)$0$0$0
Laurence O Booth
Trustee0.10Yes (X)$0$0$0
Kay Bucksbaum
Trustee0.10Yes (X)$0$0$0
Robert Buford
Trustee0.10Yes (X)$0$0$0
Gregory C Case
Trustee0.10Yes (X)$0$0$0
Bruce E Clinton
Trustee0.20Yes (X)$0$0$0
Daniel J Doherty
Trustee0.10Yes (X)$0$0$0
Charles Douglas
Trustee0.50Yes (X)$0$0$0
Timothy A Duffy
Trustee0.30Yes (X)$0$0$0
Brian W Duwe
Trustee0.10Yes (X)$0$0$0
Rajiv Fernando
Trustee0.10Yes (X)$0$0$0
Rick Fezell
Trustee0.70Yes (X)$0$0$0
Mark D Gerstein
Trustee0.10Yes (X)$0$0$0
Richard C Godfrey
Trustee0.10Yes (X)$0$0$0
Thomas M Goldstein
Trustee0.40Yes (X)$0$0$0
Mary Louise Gorno
Trustee0.50Yes (X)$0$0$0
Joseph A Gregoire
Trustee0.10Yes (X)$0$0$0
Anne Dias Griffin
Trustee0.10Yes (X)$0$0$0
David P Hackett
Trustee0.30Yes (X)$0$0$0
Lori Julian
Trustee0.20Yes (X)$0$0$0
Susan R Kiphart
Trustee0.10Yes (X)$0$0$0
Robert Kohl
Trustee0.60Yes (X)$0$0$0
Joseph A Konen
Trustee0.70Yes (X)$0$0$0
Josef Lakonishok
Trustee0.20Yes (X)$0$0$0
Patty Lane
Trustee0.10Yes (X)$0$0$0
Susan C Levy
Trustee0.10Yes (X)$0$0$0
John F Manley
Trustee0.20Yes (X)$0$0$0
Ling Z Markovitz
Trustee0.30Yes (X)$0$0$0
Alan R May
Trustee0.10Yes (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
Jose Luis Prado
Trustee0.20Yes (X)$0$0$0
John M Pratt
Trustee0.30Yes (X)$0$0$0
Dr Irwin Press
Trustee0.30Yes (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
Earl J Rusnak
Trustee0.70Yes (X)$0$0$0
E Scott Santi
Trustee0.10Yes (X)$0$0$0
Alejandro Silva
Trustee0.40Yes (X)$0$0$0
Walter Snodell
Trustee0.30Yes (X)$0$0$0
Elizabeth Stein
Trustee0.10Yes (X)$0$0$0
Russ M Strobel
Trustee0.10Yes (X)$0$0$0
Hugh D Sullivan
Trustee0.10Yes (X)$0$0$0
Nasrin Thierer
Trustee0.20Yes (X)$0$0$0
Liisa Thomas
Trustee0.10Yes (X)$0$0$0
Penny Van Horn
Trustee0.40Yes (X)$0$0$0
William A Von Hoene Jr
Trustee0.30Yes (X)$0$0$0
Eric E Whitaker
Trustee0.10Yes (X)$0$0$0
Robert A Wislow
Trustee0.20Yes (X)$0$0$0
Helen Zell
Trustee0.30Yes (X)$0$0$0
Isabelle Goossen
Assistant Treasurer40.00Yes (X)$242,196$0$12,699
Karen Lewis Alexander
VP for Development40.00Yes (X)$310,742$0$24,812
Karen Rahn
Secretary40.00Yes (X)$69,213$0$14,331
Riccardo Muti
Music Director40.00$1,140,000$0$0Yes (X)
Robert Chen
Concertmaster40.00$505,819$0$44,144Yes (X)
John Sharp
Principal Cello40.00$302,592$0$49,552Yes (X)
Christopher Martin
Principal Trumpet40.00$298,928$0$37,447Yes (X)
Eugene Izotov
Principal Oboe40.00$274,000$0$38,416Yes (X)
Deborah F Rutter
Former President - Ending June 201440.00$305,318$0$10,562Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,448,808TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$231,963TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K138IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
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$1,636,869
Travtours Incorporated
72171 Highway 111 Suite 202Palm DesertCA92260Travel Services$1,029,008
Opus 3 Artists
470 Park Ave South 9th Floor NorthNew YorkNY10016Artist Performances$920,838
AlliedBarton Security Services
PO Box 828854PhiladelphiaPA191828854Security Services$762,162
Gemini Graphics Inc
860 West Lake StreetRoselleIL601722891Printing Services$635,434
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K54CntrctRcvdGreaterThan100KCnt
Fundraising$1,378,084FundraisingAmt
Government Grants$263,100GovernmentGrantsAmt
All Other Contributions$33,478,490AllOtherContributionsAmt
Noncash Contributions$4,771,754NoncashContributionsAmt
Total Contributions$35,119,674TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
Ticket Sales711190$22,668,808$22,668,808
Performance Fees711190$5,735,688$5,735,688
Facility Rental Revenue711190$854,119$854,119
Other Program Related Revenue711190$794,155$794,155
Parking Lot Rental Revenue711190$522,763$522,763

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$580,528TotalRevenueColumnAmt
Related Or Exempt Func Income$81,390RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,112UnrelatedBusinessRevenueAmt
Exclusion$498,026ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$31,156,061TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,980,963TotalRevenueColumnAmt
Exclusion$4,980,963ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$177,632RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$367,822RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$190,190RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$190,190TotalRevenueColumnAmt
Unrelated Business Revenue-$190,190UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$51,563,826SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$38,466,247SecuritiesAmt
Other$720OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$13,097,579SecuritiesAmt
Other-$720OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,096,859TotalRevenueColumnAmt
Unrelated Business Revenue$7,665UnrelatedBusinessRevenueAmt
Exclusion$13,089,194ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$974,040FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,378,084ContriRptFundraisingEventAmt
Fundraising Direct Expenses$598,858FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$375,182TotalRevenueColumnAmt
Exclusion$375,182ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$19,535GamingGrossIncomeAmt
Gaming Direct Expenses$1,300GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,235TotalRevenueColumnAmt
Exclusion$18,235ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$337,115GrossSalesOfInventoryAmt
Cost Of Goods Sold$173,575CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$163,540TotalRevenueColumnAmt
Related Or Exempt Func Income$114,570RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$48,970UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$84,720,324TotalRevenueColumnAmt
Related Or Exempt Func Income$30,248,730RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$132,443UnrelatedBusinessRevenueAmt
Exclusion$19,484,363ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$764,095TotalAmt
Program Services$764,095ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$981,680TotalAmt
Management And General$648,734ManagementAndGeneralAmt
Fundraising$332,946FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$36,713,263TotalAmt
Program Services$32,312,768ProgramServicesAmt
Management And General$2,911,674ManagementAndGeneralAmt
Fundraising$1,488,821FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,895,003TotalAmt
Program Services$1,728,504ProgramServicesAmt
Management And General$119,810ManagementAndGeneralAmt
Fundraising$46,689FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,540,461TotalAmt
Program Services$3,845,261ProgramServicesAmt
Management And General$433,778ManagementAndGeneralAmt
Fundraising$261,422FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,278,688TotalAmt
Program Services$1,863,820ProgramServicesAmt
Management And General$283,884ManagementAndGeneralAmt
Fundraising$130,984FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$56,265TotalAmt
Program Services$18,764ProgramServicesAmt
Management And General$37,501ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$111,823TotalAmt
Management And General$111,823ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$550,141TotalAmt
Fundraising$550,141FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,738,905TotalAmt
Program Services$8,176,617ProgramServicesAmt
Management And General$540,776ManagementAndGeneralAmt
Fundraising$21,512FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,168,193TotalAmt
Program Services$4,759,346ProgramServicesAmt
Management And General$185,324ManagementAndGeneralAmt
Fundraising$223,523FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$954,588TotalAmt
Program Services$639,560ProgramServicesAmt
Management And General$164,372ManagementAndGeneralAmt
Fundraising$150,656FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$385,126TotalAmt
Program Services$238,662ProgramServicesAmt
Management And General$61,730ManagementAndGeneralAmt
Fundraising$84,734FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,559,100TotalAmt
Program Services$2,064,912ProgramServicesAmt
Management And General$229,781ManagementAndGeneralAmt
Fundraising$264,407FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,568,059TotalAmt
Program Services$2,498,943ProgramServicesAmt
Management And General$35,897ManagementAndGeneralAmt
Fundraising$33,219FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$117,464TotalAmt
Program Services$67,544ProgramServicesAmt
Management And General$14,066ManagementAndGeneralAmt
Fundraising$35,854FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,239,222TotalAmt
Management And General$4,239,222ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,166,404TotalAmt
Program Services$3,826,752ProgramServicesAmt
Management And General$284,322ManagementAndGeneralAmt
Fundraising$55,330FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$266,245TotalAmt
Program Services$9,411ProgramServicesAmt
Management And General$256,834ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Equipment Rental & Main$891,747$891,747
Music & Instrument Rent$355,374$258,309$97,065
Music License Fees$311,628$311,628

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$546,866TotalAmt
Program Services$170,004ProgramServicesAmt
Management And General$235,125ManagementAndGeneralAmt
Fundraising$141,737FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$79,160,340TotalAmt
Program Services$64,446,647ProgramServicesAmt
Management And General$10,891,718ManagementAndGeneralAmt
Fundraising$3,821,975FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,251,012BOYAmt
EOY$3,297,989EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,619,735BOYAmt
EOY$8,321,913EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$46,034,864BOYAmt
EOY$38,798,436EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$373,195BOYAmt
EOY$549,624EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$209,638BOYAmt
EOY$188,534EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,523,644BOYAmt
EOY$2,414,315EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$175,763,062LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$77,911,862LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$100,496,811BOYAmt
EOY$97,851,200EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$238,887,416BOYAmt
EOY$230,485,922EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$127,315,352BOYAmt
EOY$137,596,032EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$528,711,667BOYAmt
EOY$519,503,965EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,351,806BOYAmt
EOY$5,202,315EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,421,139BOYAmt
EOY$13,412,053EOYAmt

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$41,776,131BOYAmt
EOY$51,498,343EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$206,064,076BOYAmt
EOY$215,627,711EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$154,469,388BOYAmt
EOY$133,348,585EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$57,084,880BOYAmt
EOY$47,323,718EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$111,093,323BOYAmt
EOY$123,203,951EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$322,647,591BOYAmt
EOY$303,876,254EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$528,711,667BOYAmt
EOY$519,503,965EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,559,984ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,518,182NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$10,813,139OtherChangesInNetAssetsAmt
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$25,179,692CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,854,034CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,315,546CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,685,142CurrentTaxYearMinus1YearAmt
Current Tax Year$35,119,674CurrentTaxYearAmt
Total$203,154,088TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,179,692CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,854,034CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,315,546CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,685,142CurrentTaxYearMinus1YearAmt
Current Tax Year$35,119,674CurrentTaxYearAmt
Total$203,154,088TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$29,422,799SubstantialContributorsTotAmt
Public Support Total170$173,731,289PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,811,919CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,794,643CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,809,674CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,887,803CurrentTaxYearMinus1YearAmt
Current Tax Year$4,980,963CurrentTaxYearAmt
Total$24,285,002TotalAmt
FieldValueIRS element (for citing)
Total Support$227,439,090TotalSupportAmt
Gross Receipts Rltd Activities$159,812,174GrossReceiptsRltdActivitiesAmt
Public Support CY1700.76390PublicSupportCY170Pct
Public Support PY1700.71790PublicSupportPY170Pct
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$79,160,340FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$79,160,340FilingOrganizationsTotalAmt

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$31CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$31TotalAmt

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$307,845,000BeginningYearBalanceAmt
Contributions$4,475,000ContributionsAmt
Investment Earnings Or Losses$3,862,000InvestmentEarningsOrLossesAmt
Other Expenditures$12,576,000OtherExpendituresAmt
End Year Balance$303,606,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$261,662,000BeginningYearBalanceAmt
Contributions$18,928,000ContributionsAmt
Investment Earnings Or Losses$43,839,000InvestmentEarningsOrLossesAmt
Other Expenditures$16,564,000OtherExpendituresAmt
Administrative Expenses$20,000AdministrativeExpensesAmt
End Year Balance$307,845,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$208,656,000BeginningYearBalanceAmt
Contributions$3,964,000ContributionsAmt
Investment Earnings Or Losses$39,706,000InvestmentEarningsOrLossesAmt
Other Expenditures$10,987,000OtherExpendituresAmt
End Year Balance$241,339,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.51410BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.10310PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.38280TermEndowmentBalanceEOYPct
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$125,220,427OtherCostOrOtherBasisAmt
Depreciation$62,471,067DepreciationAmt
Book Value$62,749,360BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$199,537OtherCostOrOtherBasisAmt
Depreciation$156,139DepreciationAmt
Book Value$43,398BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,491,612OtherCostOrOtherBasisAmt
Depreciation$9,682,515DepreciationAmt
Book Value$1,809,097BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,376,317OtherCostOrOtherBasisAmt
Depreciation$5,602,141DepreciationAmt
Book Value$7,774,176BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$97,851,200TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Alternative investments - Absolute return$48,509,166F
Alternative investments - Hedged equities$51,302,357F
Alternative investments - Private equity$16,962,290F
Real assets$13,181,027F
Beneficial interest in trust and Other$7,641,192F
FieldValueIRS element (for citing)
Total Book Value Securities$137,596,032TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Pension benefits$28,211,050
Other long-term liabilities$1,136,448
Interest rate swap contracts$22,150,845
FieldValueIRS element (for citing)
Total Liability$51,498,343TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$72,482,179TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$13,518,182NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$137,762DonatedServicesAndUseFcltsAmt
Other Revenue$1,142,275OtherRevenueAmt
Revenue Not Reported-$12,238,145RevenueNotReportedAmt
Revenue Subtotal$84,720,324RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$84,720,324TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$91,253,516TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$137,762DonatedServicesUseFcltsAmt
Other Expenses Included$11,955,414OtherExpensesIncludedAmt
Expenses Not Reported$12,093,176ExpensesNotReportedAmt
Expenses Subtotal$79,160,340ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$79,160,340TotalExpensesPerForm990Amt

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, 2015 and 2014, 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, 2012.
Part XI, Line 2d - Other Adjustments:Rental expenses (Part VIII, Line 6b) 367,822. Gain on sale of other assets (Part VIII, Line 7c(ii)) 720. Fundraising event expenses (Part VIII, Line 8b + Line 9b) 600,158. Cost of goods sold (Part VIII, Line 10b) 173,575.
Part XII, Line 2d - Other Adjustments:Rental expenses (Part VIII, Line 6b) 367,822. Gain on sale of other assets (Part VIII, Line 7c(ii)) 720. Fundraising event expenses (Part VIII, Line 8b + Line 9b) 600,158. Cost of goods sold (Part VIII, Line 10b) 173,575. Interest rate swap fair value adjustment 2,462,352. Change in pension plan assets and benefit obligations 8,350,787.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean -00Investments$93,825,619
Europe (including Iceland and Greenland)01Program Services$3,485,556The Chicago Symphony Orchestra traveled to Warsaw, Luxembourg, Geneva, Paris and Vienna, performing nine concerts under the baton of Maestro Muti between October 20 and November 2, 2014.
Europe (including Iceland and Greenland)00Fundraising$19,413Patrons' Tour
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees1SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$97,330,588SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$97,330,588TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
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$1,452,176GrossReceiptsAmt
Retained By Contractor$550,141RetainedByContractorAmt
Net To Organization$902,035NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$1,452,176TotalGrossReceiptsAmt
Total Retained By Contractors$550,141TotalRetainedByContractorsAmt
Total Net To Organization$902,035TotalNetToOrganizationAmt
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$1,175,127GrossReceiptsEvent1Amt
Charitable Contri Event1$751,836CharitableContriEvent1Amt
Gross Revenue Event1$423,291GrossRevenueEvent1Amt
Rent Facility Costs Event1$5,852RentFacilityCostsEvent1Amt
Food And Beverage Event1$170,162FoodAndBeverageEvent1Amt
Entertainment Event1$11,655EntertainmentEvent1Amt
Other Direct Expenses Event1$90,133OtherDirectExpensesEvent1Amt
Event2Corporate NightEvent2Nm
Gross Receipts Event2$893,575GrossReceiptsEvent2Amt
Charitable Contri Event2$524,975CharitableContriEvent2Amt
Gross Revenue Event2$368,600GrossRevenueEvent2Amt
Non Cash Prizes Event2$143NonCashPrizesEvent2Amt
Rent Facility Costs Event2$8,778RentFacilityCostsEvent2Amt
Food And Beverage Event2$69,179FoodAndBeverageEvent2Amt
Entertainment Event2$3,700EntertainmentEvent2Amt
Other Direct Expenses Event2$21,581OtherDirectExpensesEvent2Amt
Other Events Total12OtherEventsTotalCnt
Gross Receipts Other Events$283,422GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$101,273CharitableContriOtherEventsAmt
Gross Revenue Other Events$182,149GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$701NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$8,735RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$118,970FoodAndBeverageOtherEventsAmt
Entertainment Other Events$16,868EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$72,401OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,352,124GrossReceiptsTotalAmt
Charitable Contributions Tot$1,378,084CharitableContributionsTotAmt
Gross Revenue Total Events$974,040GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$844NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$23,365RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$358,311FoodAndBeverageTotalEventsAmt
Entertainment Total Events$32,223EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$184,115OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$598,858DirectExpenseSummaryEventsAmt
Net Income Summary$375,182NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$19,535GrossRevenueOtherGamingAmt
Non Cash Prizes Other Gaming$1,300NonCashPrizesOtherGamingAmt
Volunteer Labor Other GamingYes (1)VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming0.67000VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming$19,535GrossRevenueTotalGamingAmt
Non Cash Prizes Total Gaming$1,300NonCashPrizesTotalGamingAmt
Direct Expense Summary Gaming$1,300DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$18,235NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedILStatesWhereGamingConductedCd
LicensedYes (1)LicensedInd
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With Nonmembers0GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Gaming Own Facility0.67000GamingOwnFacilityPct
Gaming Other Facility0.33000GamingOtherFacilityPct

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Isabelle C Goossen VP and CFOBusinessNameLine1Txt

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1220 S Michigan AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606042559ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game Rev0CntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

FieldValueIRS element (for citing)
Business Name Line1NoneBusinessNameLine1Txt
FieldValueIRS element (for citing)
Charitable Distribution Rqr0CharitableDistributionRqrInd

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 Stipends162$738,969
Civic Orchestra Fellowships4$25,126

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 $7,100. Five string players who are assigned to principal positions via audition receive an additional $2,180 per season. 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 $7,100 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 $7,100 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
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
Isabelle Goossen
Assistant Treasurer$217,667$0$0$0$24,529$0$10,588$0$2,111$0$254,895$0$0$0
Karen Lewis Alexander
VP for Development$287,511$0$0$0$23,231$0$10,200$0$14,612$0$335,554$0$0$0
Riccardo Muti
Music Director$1,140,000$0$0$0$0$0$0$0$0$0$1,140,000$0$0$0
Robert Chen
Concertmaster$487,709$0$0$0$18,110$0$10,376$0$33,768$0$549,963$0$0$0
John Sharp
Principal Cello$282,646$0$0$0$19,946$0$18,054$0$31,498$0$352,144$0$0$0
Christopher Martin
Principal Trumpet$298,390$0$0$0$538$0$8,383$0$29,064$0$336,375$0$0$0
Eugene Izotov
Principal Oboe$263,475$0$0$0$10,525$0$8,239$0$30,177$0$312,416$0$0$0
Deborah F Rutter
Former President - Ending June 2014$277,671$0$0$0$27,647$0$900$0$9,662$0$315,880$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.
Part I, Line 7Annually, in executive session, the Executive Committee 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 L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Aetna Inc
Frank M. Clark (Board Member)$129,231Insurance premiums0
The Northern Trust Company
James S. Crown (Family relationship with Board Member)$442,904Letter of Credit and other banking fees0
The Northern Trust Company
J. L. Prado, C. A. Tribbett (Board Members) F. H. Waddell(Chairman and CEO)0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution94ContributionCnt
Noncash Contributions Rpt F990$3,762,956NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV - Stock giftsMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Instruments7$578,950Fair market value
Yes (X)Airfare miles1$400,000Fair market value
Yes (X)Cough drops1$28,123Fair market value
Yes (X)Wine sponsorship1$1,725Fair 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), E. Scott Santi, Pamela B. Strobel (spouse of Russ M. Strobel) Business Relationship 4: Timothy A. Duffy, Richard C. Godfrey Business Relationship 5: Debora de Hoyos, John R. Schmidt Business Relationship 6: John W. Rogers, Jr., Roger W. Stone Business Relationship 7: Frederick A. Krehbiel, Donald G. Lubin Business Relationship 8: Susan Crown (relative of James S. Crown), Susan C. Levy, Jose Luis Prado, Charles A. Tribbett, Frederick H. Waddell Business Relationship 9: Walter Carlson (spouse of Debora de Hoyos) Charles W. Douglas, R. Eden Martin, Newton N. Minow Business Relationship 10: Susan Kiphart, James W. Mabie Business Relationship 11: Frank M. Clark, W. Robert Reum Business Relationship 12: Wayne D. Boberg, Liisa M. Thomas
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 2014 Form 990 and Form 990-T were reviewed and approved at the May 9, 2016 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 Association established a search committee, chaired by the Chair of the Board of Trustees and comprised of 15 additional independent trustees, 3 musicians, and 2 staff. It retained one of the world's leading executive search consulting firms to conduct an international search for the position of President of the Association. Through this process the compensation arrangements were determined based on the consulting firm's extensive data sources as well as direct peer benchmarks based size of budget and scope of management responsibility. The deliberations of the search committee were documented in notes of the meetings. The selection of the incumbent and the compensation package were reviewed and approved in executive sessions of the Executive Committee and Board meetings. The process for determining the compensation of other officers or key employees included a meeting on August 25, 2014, of the Human Resources Committee, which was comprised of eight 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 6,849,499. Management and general expenses 1,779. Fundraising expenses 2,641. Total expenses 6,853,919. Other Contracted Services: Program service expenses 1,327,118. Management and general expenses 538,997. Fundraising expenses 18,871. Total expenses 1,884,986.
Form 990, Part XI, line 9:Interest rate swap fair value adjustments -2,462,352. Changes in pension plan assets and benefit obligations -8,350,787.