2016-05-16T14:13:42-05:00 2015-06-30 341663731 ZINNER & CO LLP 3201 ENTERPRISE PARKWAY SUITE 410 CLEVELAND OH 441227329 990 2014-07-01 340714339 THE CLEVELAND MUSIC SCHOOL SETTLEMENT CLEV 2164215806 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 PATRICIA CAMACHO HUGHES CO-PRESIDENT 2164215806 2016-05-16 0 SUSAN D KRANTZ P00233254 2168310733 2016-05-16 2014 2016-08-17 19:52:53Z THE MUSIC SETTLEMENT PATRICIA CAMACHO HUGHES 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 4363056 0 X WWW.THEMUSICSETTLEMENT.ORG X 1912 OH THE VISION OF THE MUSIC SETTLEMENT IS TO BE A WELCOMING AND DYNAMIC COMMUNITY SCHOOL THAT SERVES THE ENTIRE COMMUNITY, RICH AND POOR ALIKE, THROUGH EXCELLENT PROGRAMS IN MUSIC AND ARTS INSTRUCTION, MUSIC THERAPY, AND EARLY CHILDHOOD EDUCATION. 22 22 180 123 0 0 1898999 1578863 2385679 2286719 392699 267738 101884 186223 4779261 4319543 266781 283593 0 0 2758569 2918867 0 0 145622 1070105 1150965 4095455 4353425 683806 -33882 16726976 16346897 1080388 1046630 15646588 15300267 X THE MISSION OF THE MUSIC SETTLEMENT IS TO CREATE A COMMUNITY WHERE ARTISTIC EXPRESSION BELONGS TO EVERYONE BY SERVING THOSE WHO SEEK PERSONAL GROWTH THROUGH THE ARTS. 0 0 1503929 72801 1051078 THE MISSION OF THE MUSIC SETTLEMENT'S CENTER FOR EARLY CHILDHOOD IS TO PROVIDE A HIGH QUALITY EARLY CHILDHOOD EXPERIENCE FOR CHILDREN 3 MONTHS THROUGH AGE 8 THAT NURTURES THE INDIVIDUAL, SUPPORTS THE FAMILY AND ENHANCES A CHILD'S DEVELOPMENT THROUGH INVOLVEMENT WITH THE ARTS. IT HAS BEEN AN IMPORTANT PART OF THE MUSIC SETTLEMENT'S EDUCATION PROGRAM FOR 60 YEARS. DURING THAT TIME, WE HAVE EARNED A REPUTATION FOR EXCELLENCE IN ALL ASPECTS OF EARLY CHILDHOOD EDUCATION. THE EARLY CHILDHOOD (EC) DEPARTMENT HAS BLOSSOMED INTO A DEPARTMENT WHICH OFFERS A RENOWNED AND AWARD WINNING PRESCHOOL AND DAY SCHOOL AND KINDERGARTEN. THE EARLY CHILDHOOD ARTS FOR THE YOUNG PROGRAM PROVIDES CREATIVE AND INNOVATIVE CLASSES AND EXPERIENCES TO STUDENTS AT OUR UNIVERSITY CIRCLE CAMPUS, THE BOP STOP. OUR PROGRAM SUPPORTS LEARNING WITH AN INTERACTIVE, PROCESS-ORIENTED APPROACH AND, THROUGH DEVELOPMENTALLY APPROPRIATE ACTIVITIES, THE CHILDREN EXTEND THEIR CURIOSITY AND SEEK SOLUTIONS TO THEIR QUESTIONS. OUR GOAL IS TO HELP CHILDREN ENJOY THEIR YEARS OF CHILDHOOD TO WHICH THEY ARE ENTITLED, AS WELL AS DEVELOP AN ENTHUSIAM FOR LEARNING AND AN APPRECIATION FOR THE PERFOMING ARTS. 921936 82359 417389 ESTABLISHED IN 1966, THE MUSIC SETTLEMENT'S CENTER FOR MUSIC THERAPY HAS BEEN A PIONEER IN HELPING PEOPLE WITH SPECIAL NEEDS. THE CENTER EMPLOYS BOARD-CERTIFIED MUSIC THERAPISTS WHO CONDUCT INDIVIDUAL OR GROUP MUSIC THERAPY SESSIONS AT OUR UNIVERSITY CIRCLE CAMPUS, THE BOP STOP, AND AT NUMEROUS EDUCATIONAL, MEDICAL, AND SOCIAL SERVICE AGENCIES IN THE CLEVELAND METROPOLITAN AREA. OUR BOARD-CERTIFIED MUSIC THERAPISTS SYSTEMATICALLY AND PRESCRIPTIVELY USE MUSIC-BASED INTERVENTIONS TO IMPACT THE LIVES OF CHILDREN AND ADULTS FACING A WIDE RANGE OF LIFE'S CHALLENGES. 1164676 128433 818252 THE MUSIC SETTLEMENT'S CENTER FOR MUSIC PROVIDES MUSIC INSTRUCTION, CLASSES, AND ENSEMBLES TO STUDENTS FROM AROUND THE GREATER CLEVELAND AREA. IN KEEPING WITH OUR MISSION, STUDENTS OF ALL CIRCUMSTANCES ARE ADMITTED WITHOUT AUDITION, AND THE CENTER AWARDS FINANCIAL AID AND SCHOLARSHIPS TO ENSURE THAT ABILITY TO PAY IS NOT A BARRIER TO MUSICAL STUDY. THE CENTER FOR MUSIC HAS SEVERAL OUTREACH PARTNERS FOR OFF-SITE MUSIC INSTRUCTION. NATIONALLY, WE HAVE COLLABORATED WITH THE BERKLEE COLLEGE OF MUSIC AS PART OF THEIR CITY MUSIC NETWORK. THE MUSIC SETTLEMENT STUDENTS, ENROLLED IN THE JAZZ AT THE MUSIC SETTLEMENT (JAMS) PROGRAM, VIE TO BECOME ANNUAL RECIPIENTS OF A FULL SCHOLARSHIP TO BERKLEE'S 5 WEEK SUMMER PERFORMANCE PROGRAM. 3590541 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 180 1 1 1 0 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X PATRICIA CAMACHO HUGHES 2164215806 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 MAURA HUGHES CHAIR 2.00 X X 0 0 0 CRAIG BROWN DIRECTOR 2.00 X 0 0 0 ELISABETH STAHL SECRETARY 2.00 X X 0 0 0 STEVEN MUIR TREASURER 2.00 X X 0 0 0 ROBERT CONRAD DIRECTOR 2.00 X 0 0 0 THOMAS HOLMES DIRECTOR 2.00 X 0 0 0 KENNETH HORNER DIRECTOR 2.00 X 0 0 0 STEPHEN MAHONEY MD DIRECTOR 2.00 X 0 0 0 DENNIS SCHWARTZ DIRECTOR 2.00 X 0 0 0 JOHN WALDECK JR 1ST VICE CHAIR 2.00 X X 0 0 0 HEIDI IHLENFIELD DIRECTOR 2.00 X 0 0 0 DEBORAH WILCOX 2ND VICE CHAIR 2.00 X X 0 0 0 CHRISTOPHER BRANDT MD DIRECTOR 2.00 X 0 0 0 DANIEL BRENNAN DIRECTOR 2.00 X 0 0 0 MICHAEL CANTOR DIRECTOR 2.00 X 0 0 0 ANDREW FIORELLA DIRECTOR 2.00 X 0 0 0 JOHN GIBBON DIRECTOR 2.00 X 0 0 0 JEANNE GORDON DIRECTOR 2.00 X 0 0 0 GORDON HARMAN DIRECTOR 2.00 X 0 0 0 RENE POLIN DIRECTOR 2.00 X 0 0 0 VIVIEN TSANG DIRECTOR 2.00 X 0 0 0 JAMES WOOLEY DIRECTOR 2.00 X 0 0 0 CHARLES LAWRENCE PRESIDENT/CEO 40.00 X 104550 0 0 TIM KASTELIC VP OF FINANCE 40.00 X 87125 0 0 191675 0 0 1 0 0 0 0 19335 450634 1108894 34747 1578863 EARLY CHILDHOOD DEVELO 611600 1051078 1051078 DEPARTMENT OF MUSIC 611600 818252 818252 MUSIC THERAPY 611600 417389 417389 2286719 267738 267738 83725 19335 43513 40212 40212 RENTAL AND FEE INCOME 532000 122877 122877 MISCELLANEOUS REVENUE 611600 23134 23134 146011 4319543 2432730 0 307950 283593 283593 191675 164521 19234 7920 2193890 1883097 220145 90648 43841 37631 4399 1811 296126 254176 29715 12235 193335 165947 19400 7988 15160 15160 46091 17300 27454 1337 51305 24447 25551 1307 199757 166724 29191 3842 18821 7064 11211 546 50701 19030 30200 1471 188400 142439 39928 6033 CONTRACT SERVICES 190954 127602 59516 3836 SUPPLIES 190577 169494 18961 2122 SECURITY 71276 59489 10416 1371 PROFESSIONAL FEES 49712 33219 15494 999 78211 34768 41287 2156 4353425 3590541 617262 145622 471848 280872 253895 266734 145860 52273 80462 87869 86269 99794 8865793 4594102 4159027 4271691 6196615 6321664 5333000 4966000 16726976 16346897 573176 557746 169712 170134 337500 318750 1080388 1046630 X 3701510 3603764 448547 284308 11496531 11412195 15646588 15300267 16726976 16346897 -33882 -342439 30000 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11496531 342496 -256079 295284 11287664 10469918 66747 1249348 289482 11496531 10025710 30685 739908 326385 10469918 10855684 11674 -542701 298947 10025710 9279694 24679 1918803 367492 10855684 1.00000 1 0 53400 53400 6375354 3250119 3125235 2437039 1343983 1093056 4271691 ASSETS HELD IN TRUST 4966000 C 4966000 3637595 -342439 -342439 3980034 15160 324349 339509 4319543 4013916 0 4013916 15160 324349 339509 4353425 PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP/FINANCIAL AID 283,593. ENDOWMENT INVESTMENT INCOME 40,756. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP/FINANCIAL AID 283,593. ENDOWMENT INVESTMENT INCOME 40,756. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SEE PART II PART I, LINE 3 THE VISION OF THE MUSIC SETTLEMENT IS TO BE A WELCOMING AND DYNAMIC COMMUNITY SCHOOL THAT SERVES THE ENTIRE COMMUNITY, RICH AND POOR ALIKE, THROUGH EXCELLENT PROGRAMS IN MUSIC AND ARTS INSTRUCTION, MUSIC THERAPY, AND EARLY CHILDHOOD EDUCATION. THE BY-LAWS STATE THAT "THE MUSIC SETTLEMENT ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW, TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SETTLEMENT. THE MUSIC SETTLEMENT SHALL NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEX, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW, IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND OTHER SCHOOL-ADMINISTERED POLICIES AND PROGRAMS." THE SETTLEMENT HAS BEEN SERVING RACIALLY, ETHNICALLY AND ECONOMICALLY DIVERSE POPULATIONS FOR OVER 98 YEARS AND ITS PRACTICES FOLLOW THE ABOVE STATEMENTS. PART I, LINE 6A ASSISTANCE IS RECEIVED FROM THE FOLLOWING GOVERNMENTAL AGENCIES: OHIO ARTS COUNCIL CUYAHOGA ARTS COUNCIL OHIO FACILITIES CONSTRUCTION COMMISSION GALA 103060 19335 83725 1380 10363 31770 103060 19335 83725 1380 10363 31770 43513 40212 1 SCHOLARSHIP AND FINANCIAL AID 283593 FMV PART I, LINE 2: EACH YEAR FINANCIAL AID AND SCHOLARSHIP FUNDS ARE MADE AVAILABLE FOR DISTRIBUTION BASED ON BOARD POLICY, BUDGET CONSIDERATIONS AND DONOR'S WISHES. SCHOLARSHIPS ARE DISTRIBUTED TO STUDENTS BASED ON MERIT THROUGH AUDITIONS. FINANCIAL AID IS DISTRIBUTED TO NEEDY STUDENTS BASED ON A SLIDING SCALE INCOME GRID--THE MORE NEEDING STUDENTS RECEIVE A HIGHER PERCENTAGE OF TUITION PAID FOR BY FINANCIAL AID. ANY STUDENT MAY APPLY FOR FINANCIAL AID. X INVENTORY AND MISCELLANEOUS CONTRIBUTIONS 66 22897 FAIR MARKET VALUE X MUSICAL INTRUMENTS 4 11850 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WAS REVIEWED BY THE FINANCE COMMITTEE IN A SPECIAL MEETING AND A COPY WAS PROVIDED TO ALL BOARD MEMBERS BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE MUSIC SETTLEMENT REQUIRES AN ANNUAL REVIEW AND UPDATE BY BOARD MEMBERS OF THE CONFLICT OF INTEREST POLICY. BOARD AND SENIOR STAFF MEMBERS ANNUALLY SIGN A DOCUMENT WHICH STATES THAT THEY HAVE READ AND ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER POSITION IS REVIEWED ANNUALLY BY BOTH THE CHAIRMAN OF THE BOARD AND THE BOARD EXECUTIVE COMMITTEE. A SALARY ANALYSIS IS COMPLETED AND PRESENTED FOR COMMITTEE REVIEW AND APPROVAL. ALL OTHER OFFICERS ARE REVIEWED ANNUALLY BY THE CHIEF EXECUTIVE OFFICER WHICH INCLUDES A PERFORMANCE ASSESSMENT TO ESTABLISH WHETHER ANNUAL OBJECTIVES (BY POSITION) HAVE BEEN MET. FORM 990, PART VI, SECTION C, LINE 19 THE MUSIC SETTLEMENT MAKES ALL GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.