MINNESOTA ORCHESTRAL ASSOCIATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MINNESOTA ORCHESTRAL ASSOCIATION (EIN 41-0693875)
Tax period
2013-09-01 to 2014-08-31
Filed
2015-06-18
IRS object ID
201501699349300045
Schema version
2013v4.0
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)
Return2015-06-18T15:00:15-05:00ReturnTs
Tax Period End2014-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH SIXTH STREET SUITE 300AddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55402ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN410693875EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA ORCHESTRAL ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMINNBusinessNameControlTxt
Phone6123715600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 NICOLLET MALLAddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55403ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN SMITHPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone6123715600PhoneNum
Signature2015-06-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLARRY ADAMSPreparerPersonNm
PTINP01314654PTIN
Phone6123764500PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEVIN SMITHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 NICOLLET MALLAddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55403ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$61,014,483GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MINNESOTAORCHESTRA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1907FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionA MINNESOTA SYMPHONY ORCHESTRA INTERNATIONALLY RECOGNIZED FOR ITS ARTISTIC EXCELLENCE.ActivityOrMissionDesc
Voting Members Governing Body72VotingMembersGoverningBodyCnt
Voting Members Independent68VotingMembersIndependentCnt
Total Employee816TotalEmployeeCnt
Total Volunteers317TotalVolunteersCnt
Total Gross UBI$435,438TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$90,359NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$11,926,506PYContributionsGrantsAmt
CY Contributions Grants$24,613,003CYContributionsGrantsAmt
PY Program Service Revenue$203,166PYProgramServiceRevenueAmt
CY Program Service Revenue$5,540,506CYProgramServiceRevenueAmt
PY Investment Income$1,992,286PYInvestmentIncomeAmt
CY Investment Income$2,180,045CYInvestmentIncomeAmt
PY Other Revenue$61,255PYOtherRevenueAmt
CY Other Revenue-$161,902CYOtherRevenueAmt
PY Total Revenue$14,183,213PYTotalRevenueAmt
CY Total Revenue$32,171,652CYTotalRevenueAmt
PY Grants And Similar Paid$62,595PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$54,121CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,576,041PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$15,327,875CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$358,938PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$254,783CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,365,349CYTotalFundraisingExpenseAmt
PY Other Expenses$4,579,666PYOtherExpensesAmt
CY Other Expenses$8,863,055CYOtherExpensesAmt
PY Total Expenses$13,577,240PYTotalExpensesAmt
CY Total Expenses$24,499,834CYTotalExpensesAmt
PY Revenues Less Expenses$605,973PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,671,818CYRevenuesLessExpensesAmt
Total Assets BOY$218,315,716TotalAssetsBOYAmt
Total Assets EOY$232,315,806TotalAssetsEOYAmt
Total Liabilities BOY$34,212,298TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,950,722TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$184,103,418NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$204,365,084NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MINNESOTA ORCHESTRA ENRICHES, INSPIRES AND SERVES OUR COMMUNITY AS A SYMPHONY ORCHESTRA INTERNATIONALLY RECOGNIZED FOR ITS ARTISTIC EXCELLENCE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$17,856,604ExpenseAmt
Grant$54,121GrantAmt
Revenue$5,127,880RevenueAmt
DescTHE MINNESOTA ORCHESTRA IS RECOGNIZED FOR DISTINGUISHED PERFORMANCES AROUND THE WORLD, AWARD-WINNING RECORDINGS, RADIO BROADCASTS AND EDUCATIONAL PROGRAMS, AND COMMITMENT TO BUILDING THE REPERTOIRE OF THE FUTURE. THE ENSEMBLE NOW PRESENTS NEARLY 175 CONCERTS THAT ARE HEARD LIVE BY 350,000 INDIVIDUALS, AND EDUCATION AND OUTREACH PROGRAMS THAT SERVE 85,000 MUSIC LOVERS OF ALL AGES. THE ORCHESTRA MAKES ITS HOME AT ORCHESTRA HALL IN MINNEAPOLIS, WHERE ITS CONCERTS ARE BROADCAST ACROSS THE STATE EACH FRIDAY EVENING BY MINNESOTA PUBLIC RADIO. MANY PROGRAMS ARE SUBSEQUENTLY HEARD NATION-WIDE ON AMERICAN PUBLIC MEDIA RADIO PROGRAMS.THE MINNESOTA ORCHESTRA, NOW IN ITS SECOND CENTURY, HAS LONG RANKED AMONG AMERICA'S TOP SYMPHONIC ENSEMBLES, WITH A DISTINGUISHED HISTORY OF ACCLAIMED PERFORMANCES IN ITS HOME STATE AND AROUND THE WORLD; AWARD-WINNING RECORDINGS, RADIO BROADCASTS AND EDUCATIONAL OUTREACH PROGRAMS; AND A VISIONARY COMMITMENT TO BUILDING THE ORCHESTRAL REPERTOIRE OF TOMORROW.FOUNDED AS THE MINNEAPOLIS SYMPHONY ORCHESTRA, THE ENSEMBLE GAVE ITS INAUGURAL PERFORMANCE ON NOVEMBER 5, 1903, SHORTLY AFTER BASEBALL'S FIRST WORLD SERIES AND SIX WEEKS BEFORE THE WRIGHT BROTHERS MADE THEIR UNPRECEDENTED AIRPLANE FLIGHT. THE ORCHESTRA PLAYED ITS FIRST REGIONAL TOUR IN 1907 AND MADE ITS NEW YORK CITY DEBUT IN 1912 AT CARNEGIE HALL, WHERE IT HAS PERFORMED REGULARLY EVER SINCE. OUTSIDE THE UNITED STATES, THE ORCHESTRA HAS PLAYED CONCERTS IN AUSTRALIA, CANADA, EUROPE, THE FAR EAST, LATIN AMERICA AND THE MIDDLE EAST. SINCE 1968 IT HAS BEEN KNOWN AS THE MINNESOTA ORCHESTRA. THE ENSEMBLE TYPICALLY PRESENTS NEARLY 175 PROGRAMS A YEAR, PRIMARILY AT ITS HOME VENUE OF ORCHESTRA HALL IN DOWNTOWN MINNEAPOLIS, AND ITS CONCERTS ARE HEARD BY LIVE AUDIENCES OF 350,000.THE ORCHESTRA'S INTERNATIONAL TOURS HAVE REAPED SIGNIFICANT PRAISE, MOST RECENTLY A CRITICALLY LAUDED 2010 TOUR OF EUROPEAN FESTIVALS. DURING THIS TOUR THE ORCHESTRA PERFORMED AT THE EDINBURGH INTERNATIONAL FESTIVAL, AMSTERDAM'S CONCERTGEBOUW AND THE BBC PROMS IN LONDON-BEFORE CHEERING CROWDS TOTALING 12,000 FOR TWO CONCERTS AT ROYAL ALBERT HALL, ONE OF WHICH CULMINATED IN A PERFORMANCE OF BEETHOVEN'S NINTH SYMPHONY. UNDER MUSIC DIRECTOR OSMO VANSKA, THE ENSEMBLE UNDERTOOK FOUR EUROPEAN TOURS, APPEARED ANNUALLY AT NEW YORK'S CARNEGIE HALL OR LINCOLN CENTER AND TOURED MINNESOTA IN 2005, 2007 AND 2008. THE ORCHESTRA'S RECORDINGS AND BROADCASTS HAVE DRAWN ACCLAIM SINCE THE EARLY 1920S, WHEN THE ENSEMBLE BECAME ONE OF THE FIRST TO BE HEARD VIA THESE MEDIA-NOTABLY MAKING ITS RADIO DEBUT IN 1923 BY PLAYING A NATIONALLY BROADCAST CONCERT UNDER GUEST CONDUCTOR BRUNO WALTER. ITS LANDMARK MERCURY LIVING PRESENCE LP RECORDINGS OF THE 1950S AND 1960S, UNDER MUSIC DIRECTORS ANTAL DORATI AND STANISLAW SKROWACZEWSKI, HAVE BEEN REISSUED ON CD TO GREAT ACCLAIM. UNDER OSMO VANSKA, THE ORCHESTRA COMPLETED SEVERAL ACCLAIMED RECORDING PROJECTS, PRIMARILY FOR BIS RECORDS, INCLUDING A FIVE-DISC CYCLE OF THE COMPLETE BEETHOVEN SYMPHONIES THAT THE NEW YORK TIMES WROTE "MAY BE THE DEFINITIVE (CYCLE) OF OUR TIME." THE RECORDING OF BEETHOVEN'S NINTH SYMPHONY RECEIVED A 2008 GRAMMY NOMINATION FOR BEST ORCHESTRAL PERFORMANCE, AND THE ALBUM FEATURING THE SECOND AND SEVENTH SYMPHONIES WAS NOMINATED FOR A 2009 CLASSIC FM GRAMOPHONE AWARD.THE ORCHESTRA AND VANSKA ALSO RECORDED A TWO-CD SET OF TCHAIKOVSKY'S PIANO-AND-ORCHESTRA WORKS WITH SOLOIST STEPHEN HOUGH, A DISC FEATURING BRUCKNER'S FOURTH SYMPHONY, AN ALBUM OF BEETHOVEN'S FOURTH AND FIFTH PIANO CONCERTOS WITH RUSSIAN PIANIST YEVGENY SUDBIN, AND TWO ALBUMS OF SIBELIUS SYMPHONIES, INCLUDING A DISC FEATURING SIBELIUS' SYMPHONIES NO. 2 AND 5 THAT GARNERED A 2013 GRAMMY NOMINATION FOR BEST ORCHESTRAL PERFORMANCE.THE ORCHESTRA'S FRIDAY NIGHT PERFORMANCES ARE BROADCAST LIVE REGIONALLY BY MINNESOTA PUBLIC RADIO, A WEEKLY TRADITION FOR MORE THAN 35 YEARS. MANY PROGRAMS ARE SUBSEQUENTLY FEATURED ON AMERICAN PUBLIC MEDIA'S NATIONAL PROGRAMS, SYMPHONYCAST AND PERFORMANCE TODAY. IN ADDITION TO OFFERING TRADITIONAL CONCERTS, THE MINNESOTA ORCHESTRA TYPICALLY CONNECTS WITH MORE THAN 85,000 MUSIC LOVERS ANNUALLY THROUGH FAMILY CONCERTS AND EDUCATIONAL PROGRAMS INCLUDING YOUNG PEOPLE'S CONCERTS, A SERIES THAT MARKED ITS CENTENNIAL DURING THE 2011-12 SEASON. IN THE LAST DECADE MORE THAN HALF A MILLION STUDENTS HAVE EXPERIENCED A MINNESOTA ORCHESTRA YOUNG PEOPLE'S CONCERT. MUSICIANS ALSO ENGAGE IN SUCH ORCHESTRA-SPONSORED INITIATIVES AS THE SIDE-BY-SIDE REHEARSALS AND CONCERTS WITH YOUNG AREA MUSICIANS, AND THE UPBEAT PROGRAM, WHICH ESTABLISHES MULTI-YEAR RELATIONSHIPS WITH COMMUNITIES THROUGHOUT THE TWIN CITIES AND AROUND THE STATE.IN 2011, EXTENDING A LONG TRADITION OF PERFORMANCES THROUGHOUT THE STATE OF MINNESOTA, THE ORCHESTRA LAUNCHED COMMON CHORDS. THIS MULTI-YEAR INITIATIVE IS DESIGNED TO CREATE PARTNERSHIPS BETWEEN THE ORCHESTRA AND PARTICIPATING MINNESOTA CITIES, CULMINATING IN A CELEBRATORY FESTIVAL WEEK THAT FEATURES PERFORMANCES AND DOZENS OF ACTIVITIES THAT REFLECT THE INTERESTS, DIVERSITY AND HERITAGE OF EACH COMMUNITY. LAUNCHED WITH SUPPORT FROM THE ANDREW W. MELLON FOUNDATION, COMMON CHORDS PRESENTED ITS FIRST FESTIVAL WEEK IN GRAND RAPIDS, MINNESOTA, IN OCTOBER 2011; A SECOND PARTNERSHIP IN WILLMAR, MINNESOTA, CULMINATED IN MAY 2012.ALONG WITH ITS CORE SERIES OF CLASSICAL CONCERTS, THE MINNESOTA ORCHESTRA OFFERS NUMEROUS POPS CONCERTS IN A SERIES LED BY CONDUCTOR SARAH HICKS, PRESENTING THE GREATEST CONTEMPORARY POP PERFORMERS IN GENRES RANGING FROM LATIN, JAZZ AND BIG BAND TO BROADWAY, COUNTRY AND WORLD MUSIC. IN 2008, THE ORCHESTRA ESTABLISHED JAZZ AT ORCHESTRA HALL, A JAZZ SERIES FEATURING TOP PERFORMERS FROM AROUND THE NATION, AND NAMED IRVIN MAYFIELD AS THE SERIES' ARTISTIC DIRECTOR. AMERICAN CONDUCTOR ANDREW LITTON SERVES AS ARTISTIC DIRECTOR FOR THE ORCHESTRA'S BELOVED URBAN SUMMER MUSIC FESTIVAL, SOMMERFEST, WHICH CELEBRATED ITS 30TH ANNIVERSARY IN 2010. THE ORCHESTRA ALSO OFFERS A LINEUP OF HOLIDAY CONCERTS EACH DECEMBER.WITH A LONG HISTORY OF COMMISSIONING AND PERFORMING NEW MUSIC, THE MINNESOTA ORCHESTRA NOURISHES A STRONG COMMITMENT TO CONTEMPORARY COMPOSERS. ITS ANNUAL COMPOSER INSTITUTE OFFERS UP TO SEVEN EMERGING COMPOSERS FROM AROUND THE NATION AN INTENSE IMMERSION INTO THE ORCHESTRAL WORLD, CULMINATING IN A FUTURE CLASSICS CONCERT LED IN RECENT YEARS BY OSMO VANSKA. SINCE 1903 THE ORCHESTRA HAS PREMIERED AND/OR COMMISSIONED NEARLY 300 COMPOSITIONS, INCLUDING WORKS BY JOHN ADAMS, KALEVI AHO, DOMINICK ARGENTO (MINNESOTA ORCHESTRA COMPOSER LAUREATE), AARON COPLAND, JOHN CORIGLIANO, CHARLES IVES, AARON JAY KERNIS, LIBBY LARSEN, STEPHEN PAULUS AND STANISLAW SKROWACZEWSKI (THE ORCHESTRA'S CONDUCTOR LAUREATE). THE AMERICAN SOCIETY OF COMPOSERS, AUTHORS AND PUBLISHERS (ASCAP) HAS BESTOWED UPON THE ORCHESTRA 20 AWARDS FOR ADVENTURESOME PROGRAMMING, INCLUDING FIVE LEONARD BERNSTEIN AWARDS FOR EDUCATION PROGRAMMING BETWEEN 2005 AND 2012 AND, IN 2008, THE JOHN S. EDWARDS AWARD FOR STRONGEST COMMITMENT TO NEW AMERICAN MUSIC.PREVIOUS MUSIC DIRECTORS OF THE ORCHESTRA WERE: EMIL OBERHOFFER (1903-1922), HENRI VERBRUGGHEN (1923-1931), EUGENE ORMANDY (1931-1936), DIMITRI MITROPOULOS (1937-1949), ANTAL DORATI (1949-1960), STANISLAW SKROWACZEWSKI (1960-1979), NEVILLE MARRINER (1979-1986), EDO DE WAART (1986-1995) AND EIJI OUE (1995-2002).THE MINNESOTA ORCHESTRA'S HOME VENUE, ORCHESTRA HALL IN MINNEAPOLIS, UNDERWENT A MAJOR RENOVATION THAT WAS COMPLETED IN FALL 2013.Desc
Total Program Service Expenses$17,856,604TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document73IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee816EmployeeCnt
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 Members72GoverningBodyVotingMembersCnt
Independent Voting Member68IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
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 FldMNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHRIS TAUTEPersonNm
Phone6123715600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 NICOLLET MALLAddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55403ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (89 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
MICHAEL HENSON
PRESIDENT & CEO40.000.50Yes (X)Yes (X)$397,648$0$29,773
GORDON SPRENGER
CHAIR1.000.00Yes (X)Yes (X)$0$0$0
JON CAMPBELL
PAST CHAIR1.000.00Yes (X)Yes (X)$0$0$0
PATRICK BOWE
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
JAMES MELVILLE
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
MARGARET ANKENY
DIRECTOR1.000.00Yes (X)$0$0$0
EMILY BACKSTROM
DIRECTOR1.000.00Yes (X)$0$0$0
KAREN BAKER
DIRECTOR1.000.00Yes (X)$0$0$0
ROCHELLE BLEASE
DIRECTOR1.000.00Yes (X)$0$0$0
DAVID BOEHNEN
DIRECTOR1.000.00Yes (X)$0$0$0
MARGARET BRACKEN
DIRECTOR1.000.00Yes (X)$0$0$0
BARBARA BURWELL
DIRECTOR1.000.00Yes (X)$0$0$0
MARI CARLSON
DIRECTOR1.000.00Yes (X)$0$0$0
NICKY CARPENTER
DIRECTOR1.000.00Yes (X)$0$0$0
JAN CONLIN
DIRECTOR1.000.00Yes (X)$0$0$0
MARK COPMAN
DIRECTOR1.000.00Yes (X)$0$0$0
KATHY CUNNINGHAM
DIRECTOR1.000.00Yes (X)$0$0$0
KENNETH CUTLER
DIRECTOR1.000.00Yes (X)$0$0$0
ANDREW CZAJKOWSKI
DIRECTOR1.000.00Yes (X)$0$0$0
RICHARD DAVIS
DIRECTOR1.000.00Yes (X)$0$0$0
JONATHAN EISELE
DIRECTOR1.000.00Yes (X)$0$0$0
JACK EUGSTER
DIRECTOR1.000.50Yes (X)$0$0$0
JOHN FARRELL
DIRECTOR1.000.00Yes (X)$0$0$0
DOLLY FITERMAN
DIRECTOR1.000.00Yes (X)$0$0$0
BEN FOWKE
DIRECTOR1.000.00Yes (X)$0$0$0
LUELLA GOLDBERG
DIRECTOR1.000.00Yes (X)$0$0$0
PAUL GRANGAARD
DIRECTOR1.000.00Yes (X)$0$0$0
JANE GREGERSON
DIRECTOR1.000.00Yes (X)$0$0$0
BEVERLY GROSSMAN
DIRECTOR1.000.00Yes (X)$0$0$0
SUSAN HAGSTRUM
DIRECTOR1.000.00Yes (X)$0$0$0
JAYNE HILDE
DIRECTOR1.000.00Yes (X)$0$0$0
KAREN HIMLE
DIRECTOR1.000.00Yes (X)$0$0$0
WILLIAM HODDER
DIRECTOR1.000.00Yes (X)$0$0$0
SHADRA HOGAN
DIRECTOR1.000.00Yes (X)$0$0$0
MARY HOLMES
DIRECTOR1.000.00Yes (X)$0$0$0
KAREN HUBBARD
DIRECTOR1.000.00Yes (X)$0$0$0
HELLA MEARS HUEG
DIRECTOR1.000.00Yes (X)$0$0$0
JAY IHLENFELD
DIRECTOR1.000.00Yes (X)$0$0$0
PHILIP ISAACSON
DIRECTOR1.000.00Yes (X)$0$0$0
NANCY JAMIESON
DIRECTOR1.000.00Yes (X)$0$0$0
DOUGLAS KELLEY
DIRECTOR1.000.00Yes (X)$0$0$0
STEVEN KENNEDY
DIRECTOR1.000.50Yes (X)$0$0$0
LLOYD KEPPLE
DIRECTOR1.000.00Yes (X)$0$0$0
MICHAEL KLINGENSMITH
DIRECTOR1.000.00Yes (X)$0$0$0
JAMES LAWRENCE
DIRECTOR1.000.00Yes (X)$0$0$0
MARY LAZARUS
DIRECTOR1.000.00Yes (X)$0$0$0
DOUGLAS LEATHERDALE
DIRECTOR1.000.00Yes (X)$0$0$0
ALLEN LENZMEIER
DIRECTOR1.000.00Yes (X)$0$0$0
NANCY LINDAHL
DIRECTOR1.000.00Yes (X)$0$0$0
MARTIN LUECK
DIRECTOR1.000.00Yes (X)$0$0$0
RONALD LUND
DIRECTOR1.000.00Yes (X)$0$0$0
KATHLEEN LUNDEEN
DIRECTOR1.000.00Yes (X)$0$0$0
WARREN MACK
DIRECTOR1.000.00Yes (X)$0$0$0
HARVEY MACKAY
DIRECTOR1.000.00Yes (X)$0$0$0
ERIC MERCER
DIRECTOR1.000.00Yes (X)$0$0$0
ANNE MILLER
DIRECTOR1.000.00Yes (X)$0$0$0
HUGH MILLER
DIRECTOR1.000.00Yes (X)$0$0$0
JOAN MONDALE
DIRECTOR1.000.00Yes (X)$0$0$0
BETTY MYERS
DIRECTOR1.000.00Yes (X)$0$0$0
MARILYN NELSON
DIRECTOR1.000.00Yes (X)$0$0$0
TIMOTHY O'BRIEN
DIRECTOR1.000.00Yes (X)$0$0$0
LIZ O'NEAL
DIRECTOR1.000.00Yes (X)$0$0$0
DALE OLSETH
DIRECTOR1.000.00Yes (X)$0$0$0
ANITA PAMPUSCH
DIRECTOR1.000.00Yes (X)$0$0$0
ERIC PAULSON
DIRECTOR1.000.00Yes (X)$0$0$0
ROSALYND PFLAUM
DIRECTOR1.000.00Yes (X)$0$0$0
SUSAN PLATOU
DIRECTOR1.000.00Yes (X)$0$0$0
CHRIS POLICINSKI
DIRECTOR1.000.00Yes (X)$0$0$0
TERI POPP
DIRECTOR1.000.00Yes (X)$0$0$0
PAULA PRAHL
DIRECTOR1.000.00Yes (X)$0$0$0
GREGORY PULLES
DIRECTOR1.000.00Yes (X)$0$0$0
JUDY RANHEIM
DIRECTOR1.000.00Yes (X)$0$0$0
MICHAEL ROOS
DIRECTOR1.000.00Yes (X)$0$0$0
JON SALVESON
DIRECTOR1.000.50Yes (X)$0$0$0
JO ELLEN SAYLOR
DIRECTOR1.000.00Yes (X)$0$0$0
SALLY SMITH
DIRECTOR1.000.00Yes (X)$0$0$0
ROBERT SPONG
DIRECTOR1.000.00Yes (X)$0$0$0
MARY SUMNERS
DIRECTOR1.000.00Yes (X)$0$0$0
GEORGIA THOMPSON
DIRECTOR1.000.00Yes (X)$0$0$0
MAXINE WALLIN
DIRECTOR1.000.00Yes (X)$0$0$0
TIM WELSH
DIRECTOR1.000.00Yes (X)$0$0$0
WENDY WENGER DANKEY
DIRECTOR1.000.00Yes (X)$0$0$0
JOHN WHALEY
DIRECTOR1.000.00Yes (X)$0$0$0
DAVID WICHMANN
DIRECTOR1.000.00Yes (X)$0$0$0
JOHN WILGERS
DIRECTOR1.000.00Yes (X)$0$0$0
PAUL ZELLER
DIRECTOR1.000.00Yes (X)$0$0$0
BRYAN EBENSTEINER
VICE PRESIDENT - FINANCE40.000.00Yes (X)$183,207$0$26,480
ROBERT NEU
VP & GENERAL MANAGER40.000.00Yes (X)$156,670$0$20,679
OSMO VANSKA
MUSIC DIRECTOR40.000.00$309,905$0$6,266Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,047,430TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$83,198TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/ForeignAddress/AddressLine1CityContractorAddress/ForeignAddress/CityCountryContractorAddress/ForeignAddress/CountryPostal CodeContractorAddress/ForeignAddress/PostalCodeServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCode
KUWABARA PAYNE MCKENNA & BLUMBERG
322 KING STREET WESTTORONTOCAM5V 1J2ARCHITECTS$1,014,681
RUFALO CODY
TELEPHONE CAMPAIGN/TICKET SELLING$522,98865 KIRKWOOD NORTH ROAD SWCEDAR RAPIDSIA52406
WELLS FARGO BANK
BANKING SERVICES$300,91290 SOUTH 7TH STREETMINNEAPOLISMN55402
FELHABER LARSON FENLON & VOGT
LEGAL$207,697220 SOUTH 6TH STREET 2200MINNEAPOLISMN55402
FAEGRE BAKER DANIELS LLP
LEGAL$155,52790 SOUTH 7TH STREET 2200MINNEAPOLISMN55402
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Fundraising$347,361FundraisingAmt
Related Organizations$3,056,144RelatedOrganizationsAmt
Government Grants$1,117,350GovernmentGrantsAmt
All Other Contributions$20,092,148AllOtherContributionsAmt
Noncash Contributions$1,633,789NoncashContributionsAmt
Total Contributions$24,613,003TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ORCHESTRA TICKETS711130$3,755,049$3,755,049
CONCESSIONS & FEES711130$835,223$835,223
RENTALS711130$622,005$209,379$412,626
NON-ORCHESTRA TICKETS711130$303,229$303,229
ORCHESTRA SERVICE FEES532000$25,000$25,000
FieldValueIRS element (for citing)
Total Program Service Revenue$5,540,506TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,153,112TotalRevenueColumnAmt
Unrelated Business Revenue$22,812UnrelatedBusinessRevenueAmt
Exclusion$1,130,300ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,656TotalRevenueColumnAmt
Exclusion$4,656ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$29,337,606SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$28,310,673SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,026,933SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,026,933TotalRevenueColumnAmt
Exclusion$1,026,933ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$145,386FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$347,361ContriRptFundraisingEventAmt
Fundraising Direct Expenses$356,009FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$210,623TotalRevenueColumnAmt
Exclusion-$210,623ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$220,214GrossSalesOfInventoryAmt
Cost Of Goods Sold$176,149CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,065TotalRevenueColumnAmt
Exclusion$44,065ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,171,652TotalRevenueColumnAmt
Related Or Exempt Func Income$5,127,880RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$435,438UnrelatedBusinessRevenueAmt
Exclusion$1,995,331ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$54,121TotalAmt
Program Services$54,121ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,562,122TotalAmt
Program Services$346,653ProgramServicesAmt
Management And General$2,215,469ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$9,820,838TotalAmt
Program Services$8,535,117ProgramServicesAmt
Management And General$563,886ManagementAndGeneralAmt
Fundraising$721,835FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$482,264TotalAmt
Program Services$424,406ProgramServicesAmt
Management And General$25,375ManagementAndGeneralAmt
Fundraising$32,483FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,716,073TotalAmt
Program Services$1,458,929ProgramServicesAmt
Management And General$112,777ManagementAndGeneralAmt
Fundraising$144,367FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$746,578TotalAmt
Program Services$648,221ProgramServicesAmt
Management And General$43,137ManagementAndGeneralAmt
Fundraising$55,220FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$258,744TotalAmt
Program Services$1,270ProgramServicesAmt
Management And General$257,474ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$39,870TotalAmt
Management And General$39,870ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$254,783TotalAmt
Fundraising$254,783FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$150,000TotalAmt
Management And General$150,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,335,048TotalAmt
Program Services$1,682,313ProgramServicesAmt
Management And General$650,828ManagementAndGeneralAmt
Fundraising$1,907FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,045,718TotalAmt
Program Services$1,045,718ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$217,954TotalAmt
Program Services$112,882ProgramServicesAmt
Management And General$74,768ManagementAndGeneralAmt
Fundraising$30,304FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$185,235TotalAmt
Program Services$89,559ProgramServicesAmt
Management And General$73,721ManagementAndGeneralAmt
Fundraising$21,955FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$5,903TotalAmt
Program Services$5,903ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$612,881TotalAmt
Program Services$401,977ProgramServicesAmt
Management And General$210,904ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$177,115TotalAmt
Program Services$129,042ProgramServicesAmt
Management And General$40,917ManagementAndGeneralAmt
Fundraising$7,156FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$45,272TotalAmt
Program Services$29,017ProgramServicesAmt
Management And General$10,626ManagementAndGeneralAmt
Fundraising$5,629FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$752,239TotalAmt
Program Services$204,427ProgramServicesAmt
Management And General$547,812ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,826,491TotalAmt
Program Services$1,789,143ProgramServicesAmt
Management And General$18,674ManagementAndGeneralAmt
Fundraising$18,674FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$192,974TotalAmt
Program Services$23,280ProgramServicesAmt
Management And General$169,694ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DIRECT CONCERT EXPENSES$480,856$480,856
ADMIN & FACILITY COSTS$228,561$115,273$71,949$41,339
CREDIT CARD FEES$181,097$181,097
MUSIC RENTAL LICENSES$97,271$97,271

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$29,826TotalAmt
Program Services$129ProgramServicesAmt
Fundraising$29,697FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,499,834TotalAmt
Program Services$17,856,604ProgramServicesAmt
Management And General$5,277,881ManagementAndGeneralAmt
Fundraising$1,365,349FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$931,359BOYAmt
EOY$3,637,170EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,254,958BOYAmt
EOY$1,257,969EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,620,849BOYAmt
EOY$7,186,610EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$283,370BOYAmt
EOY$596,629EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$135,211BOYAmt
EOY$39,974EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$740,263BOYAmt
EOY$629,572EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$73,128,102LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,644,293LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$55,496,586BOYAmt
EOY$54,483,809EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$44,207,814BOYAmt
EOY$49,873,410EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$102,450,798BOYAmt
EOY$113,879,113EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$787,707BOYAmt
EOY$731,550EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,406,801BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$218,315,716BOYAmt
EOY$232,315,806EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,290,450BOYAmt
EOY$3,249,932EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,631,387BOYAmt
EOY$2,802,584EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,690,000BOYAmt
EOY$1,690,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$7,600,000BOYAmt
EOY$6,400,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$10,950,000BOYAmt
EOY$9,250,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,050,461BOYAmt
EOY$4,558,206EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$34,212,298BOYAmt
EOY$27,950,722EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,819,936BOYAmt
EOY$23,704,530EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,470,694BOYAmt
EOY$8,635,693EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$156,812,788BOYAmt
EOY$172,024,861EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$184,103,418BOYAmt
EOY$204,365,084EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$218,315,716BOYAmt
EOY$232,315,806EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$7,671,818ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,464,017NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$6,125,831OtherChangesInNetAssetsAmt
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$31,141,394CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,628,242CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,248,414CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,926,506CurrentTaxYearMinus1YearAmt
Current Tax Year$24,613,005CurrentTaxYearAmt
Total$118,557,561TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,141,394CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,628,242CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,248,414CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,926,506CurrentTaxYearMinus1YearAmt
Current Tax Year$24,613,005CurrentTaxYearAmt
Total$118,557,561TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$36,286,181SubstantialContributorsTotAmt
Public Support Total170$82,271,380PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,780,250CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,131,452CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,006,689CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$981,745CurrentTaxYearMinus1YearAmt
Current Tax Year$1,007,768CurrentTaxYearAmt
Total$5,907,904TotalAmt
FieldValueIRS element (for citing)
Total Support$124,465,465TotalSupportAmt
Gross Receipts Rltd Activities$27,594,446GrossReceiptsRltdActivitiesAmt
Public Support CY1700.66100PublicSupportCY170Pct
Public Support PY1700.70470PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, SECTION A:FormAndLineReferenceDesc
ExplanationSHOWS SIGNIFICANT INCREASES IN PUBLIC SUPPORT IN 2009 AND 2011 COMPARED TO THE OTHER YEARS SHOWN. MOA WAS RENOVATING ORCHESTRA HALL AND HAD BEEN RAISING SUPPORT TO FUND THE COST OF THE RENOVATION. IN 2009 $15.2M IN DONATIONS WERE RECEIVED FOR THE HALL RENOVATION PROJECT. IN 2011 MOA RECEIVED A $14M BONDING GRANT FROM THE STATE OF MINNESOTA ALSO FOR THE HALL RENOVATION PROJECT. IN 2014 MOA RECEIVED A $10M GIFT FROM AN INDIVIDUAL DONOR TO BENEFIT THE MINNESOTA ORCHESTRA AND THE BUILDING FOR THE FUTURE FUND OF THE OAKLEAF ENDOWMENT TRUST. THESE WERE ONE-TIME, SPECIAL CONTRIBUTIONS AND GRANTS.ExplanationTxt

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

FieldValueIRS element (for citing)
Political Expenditures$0PoliticalExpendituresAmt
Volunteer Hours0VolunteerHoursCnt
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$77,493FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$77,493FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$22,906,993FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$22,984,486FilingOrganizationsTotalAmt

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$750,530CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$3,750,530TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$5,625,795LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$106,348CurrentYearMinus3Amt
Current Year Minus2$81,350CurrentYearMinus2Amt
Current Year Minus1$144,830CurrentYearMinus1Amt
Current Year$77,493CurrentYearAmt
Total$410,021TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$187,633CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$937,633TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,406,450GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,050,629BeginningYearBalanceAmt
Investment Earnings Or Losses$6,950,277InvestmentEarningsOrLossesAmt
Other Expenditures$6,598,601OtherExpendituresAmt
End Year Balance$58,402,305EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$59,035,640BeginningYearBalanceAmt
Contributions$132,053ContributionsAmt
Investment Earnings Or Losses$4,514,710InvestmentEarningsOrLossesAmt
Other Expenditures$5,631,774OtherExpendituresAmt
End Year Balance$58,050,629EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$69,012,220BeginningYearBalanceAmt
Contributions$413ContributionsAmt
Investment Earnings Or Losses$2,496,514InvestmentEarningsOrLossesAmt
Other Expenditures$12,473,507OtherExpendituresAmt
End Year Balance$59,035,640EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$74,599,095BeginningYearBalanceAmt
Contributions$945,650ContributionsAmt
Investment Earnings Or Losses$5,615,404InvestmentEarningsOrLossesAmt
Other Expenditures$12,147,929OtherExpendituresAmt
End Year Balance$69,012,220EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$74,007,874BeginningYearBalanceAmt
Contributions$1,194,477ContributionsAmt
Investment Earnings Or Losses$6,335,402InvestmentEarningsOrLossesAmt
Other Expenditures$6,938,658OtherExpendituresAmt
End Year Balance$74,599,095EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,006,334OtherCostOrOtherBasisAmt
Book Value$3,006,334BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$59,380,344OtherCostOrOtherBasisAmt
Depreciation$9,727,126DepreciationAmt
Book Value$49,653,218BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,609,223OtherCostOrOtherBasisAmt
Depreciation$3,643,411DepreciationAmt
Book Value$965,812BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,103,701OtherCostOrOtherBasisAmt
Depreciation$5,273,756DepreciationAmt
Book Value$829,945BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$28,500OtherCostOrOtherBasisAmt
Book Value$28,500BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$54,483,809TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$93,798,704BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescHEDGE FUND OF FUNDS & PRIVATE EQUITYDesc
Book Value$20,080,409BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$113,879,113TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
UNFUNDED PENSION LIABILITY$4,149,517
LEASEHOLD INCENTIVE LIABILITY$408,689
FieldValueIRS element (for citing)
Total Liability$4,558,206TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$44,963,008TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,464,017NetUnrealizedGainsInvstAmt
Other Revenue$5,945,181OtherRevenueAmt
Revenue Not Reported$12,409,198RevenueNotReportedAmt
Revenue Subtotal$32,553,810RevenueSubtotalAmt
Investment Expenses Not Incld$150,000InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$532,158OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$382,158RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$32,171,652TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,701,342TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$351,508OtherExpensesIncludedAmt
Expenses Not Reported$351,508ExpensesNotReportedAmt
Expenses Subtotal$24,349,834ExpensesSubtotalAmt
Investment Expenses Not Incld2$150,000InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$150,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$24,499,834TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT FUND WAS CREATED BY DONORS WHO WANTED TO FUND ANNUAL ORCHESTRA ACTIVITIES INTO PERPETUITY. IF SO DESIGNATED BY THE DONOR, THESE GIFTS ARE CONSIDERED PERMANENT ENDOWMENTS, BUT INVESTMENT EARNINGS AND GROWTH ARE AVAILABLE TO SUPPORT ANNUAL ACTIVITIES. THE BOARD OF DIRECTORS HAS ADOPTED THE STANDARDS OF UPMIFA IN DETERMINING THE AMOUNT TAKEN FROM ENDOWMENTS EACH YEAR FOR ACTIVITIES. THE FINANCE COMMITTEE OF THE BOARD REVIEWS THE ANNUAL DRAW AMOUNT AS A PART OF THE BUDGET AND PLANNING PROCESS, AND THEN PRESENTS ITS FINDINGS TO THE BOARD OF DIRECTORS FOR APPROVAL.
PART X, LINE 2:THE ASSOCIATION IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED, (CODE) AND SIMILAR STATUTES OF MINNESOTA LAW AND, ACCORDINGLY, IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE ASSOCIATION HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE AND QUALIFIES FOR THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION FOR DONORS. THE ASSOCIATION HAS ADOPTED GUIDANCE IN THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD. NO ADJUSTMENTS TO THE FINANCIAL STATEMENTS WERE REQUIRED AS A RESULT OF THE IMPLEMENTATION THIS STANDARD. THE ASSOCIATION HAS NO CURRENT OBLIGATION FOR UNRELATED BUSINESS INCOME TAX. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE YEARS ENDING AUGUST 31, 2011 TO 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -113,514. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION & TRUST 6,058,695.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EVENT EXPENSES -356,009. COST OF GOODS SOLD -176,149.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 176,149. FUNDRAISING EVENT EXPENSES 356,009. PENSION GAIN -180,650.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Specific Services ProvidedN/ASpecificServicesProvidedTxt
Region Total Expenditures$7,121,163RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$7,121,163SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$7,121,163TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1RUFFALO CODYBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11025 KIRKWOOD PKWY SWAddressLine1
CityCEDAR RAPIDSCity
StateIAState
ZIP Code55404ZIPCode
FieldValueIRS element (for citing)
ActivityTELEPHONE CAMPAIGNActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$483,346GrossReceiptsAmt
Retained By Contractor$254,783RetainedByContractorAmt
Net To Organization$228,563NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$483,346TotalGrossReceiptsAmt
Total Retained By Contractors$254,783TotalRetainedByContractorsAmt
Total Net To Organization$228,563TotalNetToOrganizationAmt
Licensed StatesMNLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1BALLNameOfEvent1Amt
Gross Receipts Event1$492,747GrossReceiptsEvent1Amt
Charitable Contri Event1$347,361CharitableContriEvent1Amt
Gross Revenue Event1$145,386GrossRevenueEvent1Amt
Rent Facility Costs Event1$218,479RentFacilityCostsEvent1Amt
Food And Beverage Event1$115,021FoodAndBeverageEvent1Amt
Entertainment Event1$9,738EntertainmentEvent1Amt
Other Direct Expenses Event1$12,771OtherDirectExpensesEvent1Amt
Gross Receipts Total$492,747GrossReceiptsTotalAmt
Charitable Contributions Tot$347,361CharitableContributionsTotAmt
Gross Revenue Total Events$145,386GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$218,479RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$115,021FoodAndBeverageTotalEventsAmt
Entertainment Total Events$9,738EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$12,771OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$356,009DirectExpenseSummaryEventsAmt
Net Income Summary-$210,623NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA CITIZENS FOR THE ARTSBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line12233 UNIVERSITY AVENUEAddressLine1
CityST PAULCity
StateMNState
ZIP Code55114ZIPCode
FieldValueIRS element (for citing)
Recipient EIN411262965RecipientEIN
IRC Section501(C)(4)IRCSectionDesc
Cash Grant$54,121CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc
Purpose Of GrantARTS LOBBYINGPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS TO ORGANIZATIONS WERE MADE TO SUPPORT LOBBYING ACTIVITIES. MEETINGS ARE HELD BY THE RECIPIENTS TO DISCUSS ON-GOING EFFORTS AND CURRENT ISSUES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
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 Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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
MICHAEL HENSON
PRESIDENT & CEO$397,648$0$0$0$0$0$10,200$0$19,573$0$427,421$0$0$0
BRYAN EBENSTEINER
VICE PRESIDENT - FINANCE$166,314$0$15,000$0$1,893$0$7,459$0$19,021$0$209,687$0$0$0
ROBERT NEU
VP & GENERAL MANAGER$155,122$0$0$0$1,548$0$6,242$0$14,437$0$177,349$0$0$0
OSMO VANSKA
MUSIC DIRECTOR$308,193$0$0$0$1,712$0$0$0$6,266$0$316,171$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationHOUSING ALLOWANCE - OSMO VANSKA - INCLUDED IN TAXABLE COMPENSATION. BUSINESS CLUB DUES - MICHAEL HENSON - MINNEAPOLIS CLUB - NOT INCLUDED IN TAXABLE COMPENSATION AND UTILIZED FOR BUSINESS PURPOSES AND MEETINGS.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MINNEAPOLIS COMMUNITY DEVELOPMENT AGENCYBusinessNameLine1
FieldValueIRS element (for citing)
Bond Issuer EIN416009115BondIssuerEIN
Bond Issued2004-05-15BondIssuedDt
Issue Price$1,690,000IssuePriceAmt
PurposeREFINANCING DEBT TO REFURBISH ORCHESTRA HALLPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$1,690,000TotalProceedsAmt
Capital Expenditures$1,690,000CapitalExpendituresAmt
Substantial Completion1997SubstantialCompletionYr
Current Refunding0CurrentRefundingInd
Advance RefundingYes (1)AdvanceRefundingInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

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 Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective Action0ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
US BANCORP
RICHARD DAVIS, BOARD PAST CHAIR, CHAIRMAN, PRESIDENT & CEO OF U.S. BANCORP$193,854BANKING SERVICES0
WELLS FARGO BANK
JON CAMPBELL, BOARD CHAIR, IS EXECUTIVE VICE PRESIDENT AT WELLS FARGO BANK$399,202BANKING SERVICES0
FAEGRE BAKER DANIELS LLP
STEVEN KENNEDY, A BOARD MEMBER, IS AN OFFICER OF FAEGRE, BAKER, DANIELS LLP$306,925LEGAL SERVICES0
XCEL ENERGY
BEN FOWKE, BOARD MEMBER, CHAIRMAN, PRESIDENT, AND CEO OF XCEL ENERGY, INC.$107,177ELECTRICAL SERVICE0
STAR TRIBUNE
MICHAEL KLINGENSMITH, BOARD MEMBER, IS PUBLISHER AND CEO OF STAR TRIBUNE$324,583ADVERTISING SERVICES0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution39ContributionCnt
Noncash Contributions Rpt F990$1,633,789NoncashContributionsRptF990Amt
Method Of Determining RevenuesTRADING PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ASSOCIATION REPORTS THE NUMBER OF CONTRIBUTORS ON PART I, COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1THE EXECUTIVE COMMITTEE INCLUDES THE CHAIR, THE CHAIR-ELECT, THE IMMEDIATE PAST CHAIR, THE PRESIDENT, THE SECRETARY, THE TREASURER, THE PRESIDENT OF WAMSO-MINNESOTA ORCHESTRA VOLUNTEER ASSOCIATION, AND OTHER VOTING MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE, SUBJECT AT ALL TIMES TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS, HAS AND EXERCISES THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 2BEN FOWKE, RICHARD DAVIS & CHRIS POLICINSKI - BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 7ATHE PRESIDENT OF THE MINNESOTA ORCHESTRAL ASSOCIATION, THE PRESIDENT OF WAMSO-MINNESOTA ORCHESTRA VOLUNTEER ASSOCIATION, THE PRESIDENT-ELECT OF WAMSO, AND THE PRESIDENT OF THE YOUNG PEOPLE'S SYMPHONY CONCERT ASSOCIATION ARE EX-OFFICIO VOTING DIRECTORS DURING THE TERMS OF THEIR OFFICES.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 WAS PREPARED BY THE STAFF OF THE MINNESOTA ORCHESTRAL ASSOCIATION. IT WAS THEN EXAMINED BY AN INDEPENDENT ACCOUNTING FIRM, WHO THEN REVIEWED IT IN DETAIL WITH THE ASSOCIATION'S AUDIT COMMITTEE. THE AUDIT COMMITTEE CONSISTS ENTIRELY OF BOARD MEMBERS AND APPROVED THE FORM 990 ON BEHALF OF THE ENTIRE BOARD.
FORM 990, PART VI, SECTION B, LINE 12CTHE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS ASKS EACH BOARD MEMBER TO REVIEW THE ASSOCIATION'S CONFLICT OF INTEREST POLICY AND SIGN A DISCLOSURE FORM LISTING ANY POSSIBLE CONFLICTS OF INTEREST. THE SIGNED FORMS ARE REVIEWED AND DISCUSSED BY THE GOVERNANCE COMMITTEE, WHICH DECIDES WHETHER A CONFLICT OF INTEREST EXISTS. IN THE EVENT OF A CONFLICT, THE DIRECTOR NOTIFIES THE BOARD CHAIR OF THE CONFLICT AND DISCLOSES ALL RELATED MATERIAL INFORMATION. THAT DIRECTOR MAY NOT PARTICIPATE IN THE BOARD'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL INFORMATION AND RESPOND TO QUESTIONS. THAT DIRECTOR MAY NOT PARTICIPATE IN THE VOTE CONCERNING WHETHER TO ACCEPT THE CONTRACT OR TRANSACTION RELATING TO THE CONFLICT. ALL BOARD MEETING PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES.
FORM 990, PART VI, SECTION B, LINE 15ON AN ANNUAL BASIS, THE COMPENSATION OF THE CEO AND OTHER KEY PERSONNEL IS REVIEWED AND DETERMINED BY THE COMPENSATION/HUMAN RESOURCES COMMITTEE. IN RELATION TO COMPENSATION, THE COMMITTEE KEEPS A PERMANENT RECORD OF PROCEEDINGS, INCLUDING A REPORT AND RECOMMENDATIONS, AS WELL AS ANY MAJOR DECISIONS. WHEN THERE IS A NEW CONTRACT, THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ALSO REVIEWS THE COMPENSATION, THEN RECOMMENDS IT FOR APPROVAL TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD OF DIRECTORS. THE REVIEW PROCESS WAS LAST UNDERTAKEN IN 2014.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE SHARED UPON REQUEST WITH ANY ENTITY, INCLUDING INDIVIDUALS, FOUNDATIONS AND CORPORATIONS. THE FINANCIAL STATEMENTS ARE ALSO RELEASED TO THE PUBLIC IN A SUMMARIZED VERSION THROUGH AN ANNUAL REPORT AND THROUGH THE FORM 990, WHICH IS AVAILABLE ON THE INTERNET.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -113,514. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION & TRUST 6,058,695. PENSION EXPENSE 180,650.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRABusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line180 SOUTH EIGHTH STREETAddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55402ZIPCode
FieldValueIRS element (for citing)
EIN416429379EIN
Primary ActivitiesINVESTMENTPrimaryActivitiesTxt
Legal Domicile StateMNLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 11A, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA ORCHESTRAL ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRABusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$3,056,144InvolvedAmt
Method Of Amount DeterminationFAIR MARKET VALUEMethodOfAmountDeterminationTxt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.