2015-05-12T14:35:09-05:00 2014-06-30 131655065 LUTZ AND CARR CPAS LLP 300 EAST 42ND STREET NEW YORK NY 10017 990 2013-07-01 132934575 CHAMBER MUSIC AMERICA INC CHAM 2122422022 12 WEST 32ND STREET 7TH FLOOR NEW YORK NY 10001 MARGARET M LIOI CEO 2122422022 2015-05-07 1 FREDERICK MARTENS P00298107 2126972299 2013 2016-03-07 17:11:31Z X MARGARET M LIOI 12 WEST 32ND STREET 7TH FLOOR NEW YORK NY 10001 12395415 0 X WWW.CHAMBER-MUSIC.ORG X 1977 NY TO DEVELOP AND STRENGTHEN AN EVOLVING CHAMBER MUSIC COMMUNITY. 27 26 11 26 217762 -250 2754600 1524508 697167 705502 3396177 234447 1593 3397 6849537 2467854 664825 747625 0 0 824911 874001 0 0 161754 697134 749279 2186870 2370905 4662667 96949 13723114 14698665 963662 1222273 12759452 13476392 X CHAMBER MUSIC AMERICA'S MISSION IS TO DEVELOP, SUPPORT, AND STRENGTHEN THE CHAMBER MUSIC COMMUNITY. CMA SERVES AS THE HUB OF THIS NON-INSTITUTIONAL AND ARTIST-LED FIELD. BY PROVIDING DIRECT FUNDING, OPPORTUNITIES TO GATHER TOGETHER AND LEARN FROM ONE ANOTHER, AND AN ARRAY OF INFORMATION SERVICES, CMA CONNECTS AND SUPPORTS THE MANY MUSICIANS, PRESENTERS, EDUCATORS, AND MUSIC BUSINESSES THAT ARE PART OF THIS VIBRANT COMMUNITY. 0 0 1123962 732625 GRANT PROGRAMSFOUR CMA GRANT PROGRAMS, IN WHICH FUNDING IS GIVEN TO ENSEMBLES AND CONCERT PRESENTERS, AWARDED 43 GRANTS IN THE FOLLOWING AREAS: 1) CLASSICAL COMMISSIONING: 14 GRANTS WERE AWARDED FOR THE CREATION OF NEW CHAMBER MUSIC WORKS IN THE CLASSICAL TRADITION;2) NEW JAZZ WORKS: 9 GRANTS WERE AWARDED FOR THE CREATION AND PRESENTATION OF NEW WORKS FOR SMALL ENSEMBLES IN THE JAZZ IDIOM;3) PRESENTER CONSORTIUM FOR JAZZ: 12 GRANTS WERE AWARDED TO FOUR PRESENTER CONSORTIUMS TO SUPPORT MULTIPLE PERFORMANCES BY JAZZ ENSEMBLES;4) RESIDENCY PARTNERSHIP: 8 GRANTS WERE AWARDED TO ENSEMBLES AND PRESENTERS FOR EDUCATIONAL AND AUDIENCE DEVELOPMENT ACTIVITIES IN COMMUNITIES NATIONWIDE. 297259 217788 CHAMBER MUSIC MAGAZINETO HIGHLIGHT THE WORK OF CHAMBER ENSEMBLES AND PRESENTERS THROUGHOUT THE COUNTRY, AND TO KEEP THE FIELD INFORMED OF NEWS WITHIN AND BEYOND THE CHAMBER MUSIC COMMUNITY, CMA PUBLISHES "CHAMBER MUSIC" MAGAZINE QUARTERLY. RECEIVING THE MAGAZINE IS A BENEFIT OF MEMBERSHIP IN CMA. 274950 124220 NATIONAL CONFERENCECMA PRODUCES AN ANNUAL CONFERENCE EACH JANUARY THAT BRINGS THE MEMBERS OF THE FIELD TOGETHER FOR A WEEKEND OF LEARNING, SHARING BEST PRACTICES, SHOWCASE PERFORMANCES, AND CONCERTS. THE WEEKEND CULMINATES IN AN AWARDS BANQUET AT WHICH A DISTINGUISHED MEMBER OF THE ENSEMBLE MUSIC FIELD IS CELEBRATED WITH CMA'S HIGHEST HONOR, THE RICHARD J. BOGOMOLNY NATIONAL SERVICE AWARD. 376100 15000 363494 CLEVELAND QUARTET AWARD PROGRAM, MEMBER SERVICES, WEBSITE, PROFESSIONAL DEVELOPMENT, RESEARCH & ADVOCACY, NATIONAL CHAMBER MUSIC MONTH, AND NETWORKING EVENTS THROUGHOUT THE YEAR 376100 15000 363494 2072271 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 95 0 11 1 1 1 0 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X MICHAEL WELCH 2122422022 12 WEST 32ND STREET 7TH FLOOR NEW YORK NY 10001 LOUISE K SMITH CHAIR 1.00 X X 0 0 0 ANDREW APPEL PRESIDENT 1.00 X X 0 0 0 RUFUS REID VICE PRESIDENT 1.00 X X 0 0 0 STEVEN OVITSKY VICE PRESIDENT 1.00 X X 0 0 0 MAURY OKUN SECRETARY 1.00 X X 0 0 0 JOHN R KIRK TREASURER 1.00 X X 0 0 0 MARGARET M LIOI CEO 50.00 X X 177017 0 26950 MARIAM ADAM BOARD MEMBER 1.00 X 0 0 0 NADINE ASIN BOARD MEMBER 1.00 X 0 0 0 MICHAEL BLACHLY BOARD MEMBER 1.00 X 0 0 0 MARTHA BONTA BOARD MEMBER 1.00 X 0 0 0 NORMAN FISCHER BOARD MEMBER 1.00 X 0 0 0 LAURA HARTMANN BOARD MEMBER 1.00 X 0 0 0 VIJAY IYER BOARD MEMBER 1.00 X 0 0 0 RICHARD KESSLER BOARD MEMBER 1.00 X 0 0 0 RANDALL KLINE BOARD MEMBER 1.00 X 0 0 0 EDNA LANDAU BOARD MEMBER 1.00 X 0 0 0 DAVID T LITTLE BOARD MEMBER 1.00 X 0 0 0 ARNIE MALINA BOARD MEMBER 1.00 X 0 0 0 SUSAN MUSCARELLA BOARD MEMBER 1.00 X 0 0 0 BARLI NUGENT BOARD MEMBER 1.00 X 0 0 0 JAMES E ROCCO BOARD MEMBER 1.00 X 0 0 0 ABHIJIT SENGUPTA BOARD MEMBER 1.00 X 0 0 0 LUCY SHELTON BOARD MEMBER 1.00 X 0 0 0 TOM STONE BOARD MEMBER 1.00 X 0 0 0 MICHELLE WITT BOARD MEMBER 1.00 X 0 0 0 JACOB YARROW BOARD MEMBER 1.00 X 0 0 0 MICHAEL WELCH DIRECTOR OF FINANCE & ADMINISTRATION 50.00 X 96000 0 3034 273017 0 29984 1 0 1 0 0 125760 1398748 54963 1524508 MEMBERSHIP DUES 713990 363494 363494 MAGAZINE ADVERTISING 541800 217762 217762 REGISTRATION FEES 713990 124220 124220 PUBLICATION SALES 511120 26 26 705502 256160 256160 9905848 9927561 -21713 -21713 -21713 MISCELLANEOUS 900099 3397 3397 3397 2467854 487740 217762 237844 334275 334275 413350 413350 316347 203233 43261 69853 440164 390968 20375 28821 11613 11067 342 204 54350 44237 5941 4172 51527 40741 4152 6634 25000 19700 1750 3550 37633 37633 113874 100018 1477 12379 98903 95427 614 2862 79017 65566 5262 8189 124474 98456 10227 15791 54299 53220 129 950 141218 137745 838 2635 22531 20009 959 1563 1869 1474 155 240 PANEL HONORARIA 26860 26860 MISCELLANEOUS 20726 13050 3765 3911 PROVISION FOR BAD DEBT 2875 2875 2370905 2072271 136880 161754 215133 89563 1752448 1786425 1162425 199390 40707 43408 47762 47571 2645008 115803 74290 2529205 9641314 7463373 775635 2506423 13400 33307 13723114 14698665 52808 79282 902908 1127644 7946 15347 963662 1222273 X 2776211 2778717 3606411 4320845 6376830 6376830 12759452 13476392 13723114 14698665 96949 619991 0 X 0 1 X 1 0 X 1053433 1455786 1399402 2754600 1469545 8132766 1053433 1455786 1399402 2754600 1469545 8132766 4994396 3138370 249704 251635 207895 216014 256160 1181408 20346 29365 212652 217762 480125 3235 2927 163 1593 3397 11315 9805614 647836 0.32010 0.38190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7051640 809546 421054 7440132 6900759 563199 412318 7051640 7260025 23033 382299 6900759 6414724 221509 269786 7260025 5861009 767194 213479 6414724 0.01070 0.85710 0.13220 0 0 1894131 1894131 542719 542719 103480 70078 33402 104678 45725 58953 2529205 CERTIFICATES OF DEPOSIT 2506423 F 2506423 X 3050212 619991 619991 2430221 37633 37633 2467854 2333272 0 2333272 37633 37633 2370905 PART V, LINE 4: THE RESIDENCY ENDOWMENT'S PURPOSE IS TO FUND GRANTS MADE THROUGH CMA'S RESIDENCY PARTNERSHIP PROGRAM, WHICH BRINGS LIVE CHAMBER MUSIC TO COMMUNITIES ACROSS THE COUNTRY IN SETTINGS OTHER THAN TRADITIONAL CONCERT HALLS. THE COMMISSIONING ENDOWMENT'S PURPOSE IS TO FUND GRANTS MADE THROUGH CMA'S CLASSICAL COMMISSIONING PROGRAM, WHICH SUPPORTS THE COMPOSER'S FEE, ENSEMBLE HONORARIA, AND COPYING COSTS. THE GENERAL ENDOWMENT'S PURPOSE IS TO FUND CMA'S GENERAL OPERATIONS. THE CLEVELAND QUARTET AWARD ENDOWMENT'S PURPOSE IS TO PROVIDE FEE SUBSIDY FOR THE ENSEMBLE CHOSEN TO RECEIVE THE BIENNIAL CLEVELAND QUARTET AWARD. PART X, LINE 2: MANGEMENT HAS EVALUATED ALL INCOME TAX POSITIONS AND CONCLUDED THAT NO DISCLOSURES RELATING TO UNCERTAIN TAX POSITIONS ARE REQUIRED IN THE FINANCIAL STATEMENTS. 1 ANGEL CITY JAZZ 5426 LOS FELIZ BOULEVARD LOS ANGELES CA 90027 271586851 501C(3) 15000 PRESENTER CONSORTIUM FOR JAZZ ARS NOVA WORKSHOP INC 3909 WARREN ST PHILADELPHIA PA 19104 383714248 501C(3) 16000 PRESENTER CONSORTIUM FOR JAZZ BANG ON A CAN 80 HANSON PL STE701 BROOKLYN NY 11217 133392963 501C(3) 6000 RESIDENCY PARTNERSHIP 2014 BROOKLYN QUEENS CONSERVATORY OF MUSIC 58 7TH AVENUE BROOKLYN NY 11217 111532426 501C(3) 16000 PRESENTER CONSORTIUM FOR JAZZ BUFFALO CHAMBER MUSIC SOCIETY PO BOX 349 BUFFALO NY 14207 166069775 501C(3) 5000 CLEVELAND QUARTET AWARD CHAMBER MUSIC SOCIETY OF DETROIT 27655 MIDDLEBELT RD STE 160 FARMINTON HILLS MI 48334 382794258 501C(3) 6000 RESIDENCY PARTNERSHIP CHAMBER MUSIC SOCIETY OF DETROIT 27655 MIDDLEBELT RD STE 160 FARMINTON HILLS MI 48334 382794258 501C(3) 5000 CLEVELAND QUARTET AWARD CULTURE SHOCK MUSIC INC 3314 MELODY LANE LANSING MI 48912 464786340 30000 NEW JAZZ WORKS DA CAMERA OF HOUSTON 1427 BRANARD HOUSTON TX 77006 760232578 501C(3) 6000 RESIDENCY PARTNERSHIP EMIT INC 620 31ST ST NORTH STPETERSBURG FL 33713 311790493 501C(3) 9750 PRESENTER CONSORTIUM FOR JAZZ FIFTH HOUSE ENSEMBLE 332 S MICHIGAN AVE SUITE 1032-F501 CHICAGO IL 60604 202307216 501C(3) 13500 CLASSICAL COMMISSIONING FLYNN CENTER FOR THE PERF ARTS LTD 153 MAIN STREET BURLINGTON VT 05401 030277052 501C(3) 16000 PRESENTER CONSORTIUM FOR JAZZ HALLWALLS INC 341 DELAWARE AVENUE BUFFALO NY 14202 161104232 501C(3) 15000 PRESENTER CONSORTIUM FOR JAZZ JACK MUSIC INC 809 WEST 181ST ST 224 NEW YORK NY 10033 263153404 501C(3) 16000 CLASSICAL COMMISSIONING JASPER STRING QUARTET 205 FORREST AVE ELKINS PARK PA 19027 461421653 501C(3) 5000 CLASSICAL COMMISSIONING JAZZ HOUSE KIDS INC 347 BLOOMFIELD AVE LL MONTCLAIR NJ 07042 562303577 501C(3) 12000 RESIDENCY PARTNERSHIP KERRYTOWN CONCERT HOUSE INC 415 N FOURTH AVENUE ANN ARBOR MI 48104 382542823 501C(3) 15000 PRESENTER CONSORTIUM FOR JAZZ MARKET SQUARE CONCERTS ATTN LUCY MILLER PO BOX 1292 HARRISBURG PA 17108 205551768 501C(3) 5000 CLEVELAND QUARTET AWARD MOUNT TREMPER ARTS PO BOX 88 MOUNT TREMPER NY 12457 263134868 501C(3) 15000 CLASSICAL COMMISSIONING OUTPOST PRODUCTIONS INC PO BOX 4543 ALBUQUERQUE NM 87196 850363945 501C(3) 15000 PRESENTER CONSORTIUM FOR JAZZ REAL ART WAYS INC 56 ARBOR ST 1 HARTFORD CT 06106 060958072 501C(3) 15000 PRESENTER CONSORTIUM FOR JAZZ ROULETTE INTERMEDIUM INC 30 THIRD AVE 208 BROOKLYN NY 11217 363046751 501C(3) 15000 PRESENTER CONSORTIUM FOR JAZZ SOUTH FLORIDA COMPOSERS ALLIANCE INC FOR SUBTROPICS 924 LINCOLN RD 201 MIAMI BEACH FL 33139 592626561 501C(3) 9750 PRESENTER CONSORTIUM FOR JAZZ THIRD COAST PERCUSSION 4045 N ROCKWELL 301 CHICAGO IL 60618 421744369 501C(3) 19000 CLASSICAL COMMISSIONING TIMUCUA ARTS FOUNDATION INC 2001 HAMILTON LANE ORLANDO FL 32806 200692046 501C(3) 9275 PRESENTER CONSORTIUM FOR JAZZ UNIV OF SOUTH CAROLINA SCHOOL OF MUSIC SCHOOL OF MUSIC 813 ASSEMBLY ST SUITE 1221 COLUMBIA SC 29208 576001153 501C(3) 12000 RESIDENCY PARTNERSHIP UW WORLD SERIES PO BOX 351150 SEATTLE WA 98195 916001537 501C(3) 12000 RESIDENCY PARTNERSHIP 26 1 CLASSICAL COMMISSIONING 9 141350 NEW JAZZ WORKS 8 251000 RESIDENCY PARTNERSHIP 2 21000 PART I, LINE 2: CONTRACTS ARE ISSUED AT THE BEGINNING OF THE GRANT PERIOD; INTERIM REPORTS ARE REQUIRED PERIODICALLY, DEPENDING ON THE LENGTH OF THE GRANT CYCLE; FINAL REPORTS ARE REQUIRED AT THE CONCLUSION OF EACH GRANT PERIOD. STAFF REVIEWS INTERIM REPORTS AND PRO-ACTIVELY CONTACTS GRANTEES THROUGHOUT THE YEAR TO MONITOR PROGRESS. IT IS STATED IN THE GRANT CONTRACT THAT THE GRANTEE MUST NOTIFY CMA IN WRITING OF ANY CHANGES FROM THE GRANTEE'S ORIGINAL APPLICATION THAT MIGHT OCCUR. CMA HAS THE RIGHT TO REFUSE TO APPROVE PROPOSED CHANGES. X X X X X 0 0 0 0 0 0 0 0 0 MARGARET M LIOI CEO 177017 0 0 0 0 0 6663 0 20287 0 203967 0 0 0 X CAPITAL COSTS 1 54963 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE COMPRISES THE CHAIRPERSON OF THE BOARD, THE PRESIDENT, THE SECRETARY, THE TREASURER AND ANY OTHER DIRECTORS SELECTED BY THE BOARD AND ALSO INCLUDES, EX-OFFICIO, THE CHIEF EXECUTIVE OFFICER. THE EXECUTIVE COMMITTEE SHALL: (I) PROVIDE LEADERSHIP IN SETTING AND IMPLEMENTING THE GOALS OF THE CORPORATION, (II) BE RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE CORPORATION, THE CHIEF EXECUTIVE OFFICER AND THE BOARD ANNUALLY, (III) ACT IN LIEU OF THE FULL BOARD IF AN IMMEDIATE ACTION IS REQUIRED BETWEEN BOARD MEETINGS AND (IV) MEET A MINIMUM OF THREE TIMES ANNUALLY. ONE-HALF OF THE VOTING MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO ALL PERSONS AND ORGANIZATIONS INTERESTED IN THE PURPOSES OF THE CORPORATION. EACH INDIVIDUAL OR ORGANIZATION IS REFERRED TO AS A "MEMBER" AND COLLECTIVELY AS "MEMBERS." FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BYLAWS MANDATE 21 BOARD MEMBERS FROM THE PROFESSIONAL CHAMBER MUSIC FIELD; THESE ARE IDENTIFIED AS ELECTED BOARD MEMBERS. VOTING MEMBERS CAST A BALLOT FOR SEVEN ELECTED DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD HAS THE POWER TO SPECIFY WHICH MEMBERSHIP CATEGORY HAS THE RIGHT TO VOTE ON MATTERS PRESENTED TO THE MEMBERS. EACH MEMBER WITHIN A MEMBERSHIP CATEGORY ENTITLED TO VOTE HAS THE RIGHT TO CAST ONE VOTE ON EACH MATTER UNDER CONSIDERATION BY THE VOTING MEMBERS. EACH VOTING MEMBER CASTS A VOTE PURSUANT TO PRECEDURES ESTABLISHED BY THE BOARD, WHICH INCLUDES VOTING IN PERSON, BY PROXY, OR BY EMAIL. FORM 990, PART VI, SECTION B, LINE 11 CMA'S CHIEF EXECUTIVE OFFICER AND AUDIT COMMITTEE OF THE BOARD REVIEWED THE FORM 990 BEFORE IT WAS SUBMITTED TO THE IRS. A REVIEW WAS CONDUCTED UNDER THE LEADERSHIP OF THE CHAIR OF THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THERE EXISTS BETWEEN CMA AND ITS BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES A FIDUCIARY DUTY THAT CARRIES WITH IT A BROAD AND UNBENDING DUTY OF LOYALTY AND FIDELITY. THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES HAVE THE RESPONSIBILITY OF ADMINISTERING THE AFFAIRS OF CMA HONESTLY AND PRUDENTLY, AND OF EXERCISING THEIR BEST CARE, SKILL, AND JUDGMENT FOR THE SOLE BENEFIT OF CMA. THOSE PERSONS SHALL EXERCISE THE UTMOST GOOD FAITH IN ALL TRANSACTIONS INVOLVED IN THEIR DUTIES, AND THEY SHALL NOT USE THEIR POSITIONS WITH CMA OR KNOWLEDGE GAINED THERE FROM FOR THEIR PERSONAL BENEFIT. THE INTERESTS OF THE ORGANIZATION MUST HAVE THE FIRST PRIORITY IN ALL DECISIONS AND ACTIONS. IT IS THE POLICY OF THE BOARD THAT THE EXISTENCE OF ANY POTENTIAL OR REAL CONFLICTS OF INTEREST SHALL BE DISCLOSED ON A TIMELY BASIS AND ALWAYS BEFORE ANY TRANSACTION IS CONSUMMATED. IT SHALL BE THE CONTINUING RESPONSIBILITY OF BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. WHILE NO CONFLICTS AMONG BOARD MEMBERS HAVE EVER ARISEN, THE POTENTIAL PROCESS OF RESOLVING A CONFLICT IS TO DISCUSS THE IMPENDING CONFLICT WITH THE INDIVIDUAL AND AGREE ON A SOLUTION THAT WOULD MAINTAIN THE HIGH DEGREE OF INTEGRITY THAT IS REQUIRED OF ALL BOARD MEMBERS WHILE SERVING CHAMBER MUSIC AMERICA'S BEST INTERESTS. IF A CONFLICT OF INTEREST COULD NOT BE SETTLED THROUGH DISCUSSION AND AMICABLE RESOLUTION, THE BOARD MEMBER WOULD BE ASKED TO RESIGN. IF A CONFLICT OF INTEREST WERE TO ARISE AT THE STAFF LEVEL, THE SITUATION WOULD BE REVIEWED BY THE CEO, WHO WOULD MAKE A RECOMMENDATION TO THE BOARD FOR APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A A COMPARATIVE COMPENSATION REVIEW OF THE CEO WAS CONDUCTED IN 2012. THE CEO'S COMPENSATION AND BENEFITS PACKAGE WAS EVALUATED ALONGSIDE THOSE OF CEOS/EXECUTIVE DIRECTORS WHO LEAD SIMILAR TYPES AND SIZES OF ARTS ORGANIZATIONS. CMA DOES NOT HAVE OTHER COMPENSATED OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 CMA HAS NOT MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS GENERALLY AVAILABLE TO THE PUBLIC; HOWEVER, CMA HAS SHARED THESE DOCUMENTS WITH MEMBERS OF THE PUBLIC WHEN REQUESTED.