2015-06-18T15:00:15-05:00 2014-08-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2013-09-01 410693875 MINNESOTA ORCHESTRAL ASSOCIATION MINN 6123715600 1111 NICOLLET MALL MINNEAPOLIS MN 55403 KEVIN SMITH PRESIDENT & CEO 6123715600 2015-06-11 1 LARRY ADAMS P01314654 6123764500 2013 2016-03-07 17:11:31Z KEVIN SMITH 1111 NICOLLET MALL MINNEAPOLIS MN 55403 61014483 0 X WWW.MINNESOTAORCHESTRA.ORG X 1907 MN A MINNESOTA SYMPHONY ORCHESTRA INTERNATIONALLY RECOGNIZED FOR ITS ARTISTIC EXCELLENCE. 72 68 816 317 435438 -90359 11926506 24613003 203166 5540506 1992286 2180045 61255 -161902 14183213 32171652 62595 54121 0 0 8576041 15327875 358938 254783 1365349 4579666 8863055 13577240 24499834 605973 7671818 218315716 232315806 34212298 27950722 184103418 204365084 X THE MINNESOTA ORCHESTRA ENRICHES, INSPIRES AND SERVES OUR COMMUNITY AS A SYMPHONY ORCHESTRA INTERNATIONALLY RECOGNIZED FOR ITS ARTISTIC EXCELLENCE. 0 0 17856604 54121 5127880 THE 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. 17856604 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 73 0 1 816 1 1 1 0 0 0 0 1 1 0 0 0 0 X 72 68 1 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MN X CHRIS TAUTE 6123715600 1111 NICOLLET MALL MINNEAPOLIS MN 55403 MICHAEL HENSON PRESIDENT & CEO 40.00 0.50 X X 397648 0 29773 GORDON SPRENGER CHAIR 1.00 0.00 X X 0 0 0 JON CAMPBELL PAST CHAIR 1.00 0.00 X X 0 0 0 PATRICK BOWE TREASURER 1.00 0.00 X X 0 0 0 JAMES MELVILLE SECRETARY 1.00 0.00 X X 0 0 0 MARGARET ANKENY DIRECTOR 1.00 0.00 X 0 0 0 EMILY BACKSTROM DIRECTOR 1.00 0.00 X 0 0 0 KAREN BAKER DIRECTOR 1.00 0.00 X 0 0 0 ROCHELLE BLEASE DIRECTOR 1.00 0.00 X 0 0 0 DAVID BOEHNEN DIRECTOR 1.00 0.00 X 0 0 0 MARGARET BRACKEN DIRECTOR 1.00 0.00 X 0 0 0 BARBARA BURWELL DIRECTOR 1.00 0.00 X 0 0 0 MARI CARLSON DIRECTOR 1.00 0.00 X 0 0 0 NICKY CARPENTER DIRECTOR 1.00 0.00 X 0 0 0 JAN CONLIN DIRECTOR 1.00 0.00 X 0 0 0 MARK COPMAN DIRECTOR 1.00 0.00 X 0 0 0 KATHY CUNNINGHAM DIRECTOR 1.00 0.00 X 0 0 0 KENNETH CUTLER DIRECTOR 1.00 0.00 X 0 0 0 ANDREW CZAJKOWSKI DIRECTOR 1.00 0.00 X 0 0 0 RICHARD DAVIS DIRECTOR 1.00 0.00 X 0 0 0 JONATHAN EISELE DIRECTOR 1.00 0.00 X 0 0 0 JACK EUGSTER DIRECTOR 1.00 0.50 X 0 0 0 JOHN FARRELL DIRECTOR 1.00 0.00 X 0 0 0 DOLLY FITERMAN DIRECTOR 1.00 0.00 X 0 0 0 BEN FOWKE DIRECTOR 1.00 0.00 X 0 0 0 LUELLA GOLDBERG DIRECTOR 1.00 0.00 X 0 0 0 PAUL GRANGAARD DIRECTOR 1.00 0.00 X 0 0 0 JANE GREGERSON DIRECTOR 1.00 0.00 X 0 0 0 BEVERLY GROSSMAN DIRECTOR 1.00 0.00 X 0 0 0 SUSAN HAGSTRUM DIRECTOR 1.00 0.00 X 0 0 0 JAYNE HILDE DIRECTOR 1.00 0.00 X 0 0 0 KAREN HIMLE DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM HODDER DIRECTOR 1.00 0.00 X 0 0 0 SHADRA HOGAN DIRECTOR 1.00 0.00 X 0 0 0 MARY HOLMES DIRECTOR 1.00 0.00 X 0 0 0 KAREN HUBBARD DIRECTOR 1.00 0.00 X 0 0 0 HELLA MEARS HUEG DIRECTOR 1.00 0.00 X 0 0 0 JAY IHLENFELD DIRECTOR 1.00 0.00 X 0 0 0 PHILIP ISAACSON DIRECTOR 1.00 0.00 X 0 0 0 NANCY JAMIESON DIRECTOR 1.00 0.00 X 0 0 0 DOUGLAS KELLEY DIRECTOR 1.00 0.00 X 0 0 0 STEVEN KENNEDY DIRECTOR 1.00 0.50 X 0 0 0 LLOYD KEPPLE DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL KLINGENSMITH DIRECTOR 1.00 0.00 X 0 0 0 JAMES LAWRENCE DIRECTOR 1.00 0.00 X 0 0 0 MARY LAZARUS DIRECTOR 1.00 0.00 X 0 0 0 DOUGLAS LEATHERDALE DIRECTOR 1.00 0.00 X 0 0 0 ALLEN LENZMEIER DIRECTOR 1.00 0.00 X 0 0 0 NANCY LINDAHL DIRECTOR 1.00 0.00 X 0 0 0 MARTIN LUECK DIRECTOR 1.00 0.00 X 0 0 0 RONALD LUND DIRECTOR 1.00 0.00 X 0 0 0 KATHLEEN LUNDEEN DIRECTOR 1.00 0.00 X 0 0 0 WARREN MACK DIRECTOR 1.00 0.00 X 0 0 0 HARVEY MACKAY DIRECTOR 1.00 0.00 X 0 0 0 ERIC MERCER DIRECTOR 1.00 0.00 X 0 0 0 ANNE MILLER DIRECTOR 1.00 0.00 X 0 0 0 HUGH MILLER DIRECTOR 1.00 0.00 X 0 0 0 JOAN MONDALE DIRECTOR 1.00 0.00 X 0 0 0 BETTY MYERS DIRECTOR 1.00 0.00 X 0 0 0 MARILYN NELSON DIRECTOR 1.00 0.00 X 0 0 0 TIMOTHY O'BRIEN DIRECTOR 1.00 0.00 X 0 0 0 LIZ O'NEAL DIRECTOR 1.00 0.00 X 0 0 0 DALE OLSETH DIRECTOR 1.00 0.00 X 0 0 0 ANITA PAMPUSCH DIRECTOR 1.00 0.00 X 0 0 0 ERIC PAULSON DIRECTOR 1.00 0.00 X 0 0 0 ROSALYND PFLAUM DIRECTOR 1.00 0.00 X 0 0 0 SUSAN PLATOU DIRECTOR 1.00 0.00 X 0 0 0 CHRIS POLICINSKI DIRECTOR 1.00 0.00 X 0 0 0 TERI POPP DIRECTOR 1.00 0.00 X 0 0 0 PAULA PRAHL DIRECTOR 1.00 0.00 X 0 0 0 GREGORY PULLES DIRECTOR 1.00 0.00 X 0 0 0 JUDY RANHEIM DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL ROOS DIRECTOR 1.00 0.00 X 0 0 0 JON SALVESON DIRECTOR 1.00 0.50 X 0 0 0 JO ELLEN SAYLOR DIRECTOR 1.00 0.00 X 0 0 0 SALLY SMITH DIRECTOR 1.00 0.00 X 0 0 0 ROBERT SPONG DIRECTOR 1.00 0.00 X 0 0 0 MARY SUMNERS DIRECTOR 1.00 0.00 X 0 0 0 GEORGIA THOMPSON DIRECTOR 1.00 0.00 X 0 0 0 MAXINE WALLIN DIRECTOR 1.00 0.00 X 0 0 0 TIM WELSH DIRECTOR 1.00 0.00 X 0 0 0 WENDY WENGER DANKEY DIRECTOR 1.00 0.00 X 0 0 0 JOHN WHALEY DIRECTOR 1.00 0.00 X 0 0 0 DAVID WICHMANN DIRECTOR 1.00 0.00 X 0 0 0 JOHN WILGERS DIRECTOR 1.00 0.00 X 0 0 0 PAUL ZELLER DIRECTOR 1.00 0.00 X 0 0 0 BRYAN EBENSTEINER VICE PRESIDENT - FINANCE 40.00 0.00 X 183207 0 26480 ROBERT NEU VP & GENERAL MANAGER 40.00 0.00 X 156670 0 20679 OSMO VANSKA MUSIC DIRECTOR 40.00 0.00 X 309905 0 6266 1047430 0 83198 4 0 1 0 KUWABARA PAYNE MCKENNA & BLUMBERG 322 KING STREET WEST TORONTO CA M5V 1J2 ARCHITECTS 1014681 RUFALO CODY 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52406 TELEPHONE CAMPAIGN/TICKET SELLING 522988 WELLS FARGO BANK 90 SOUTH 7TH STREET MINNEAPOLIS MN 55402 BANKING SERVICES 300912 FELHABER LARSON FENLON & VOGT 220 SOUTH 6TH STREET 2200 MINNEAPOLIS MN 55402 LEGAL 207697 FAEGRE BAKER DANIELS LLP 90 SOUTH 7TH STREET 2200 MINNEAPOLIS MN 55402 LEGAL 155527 5 347361 3056144 1117350 20092148 1633789 24613003 ORCHESTRA TICKETS 711130 3755049 3755049 CONCESSIONS & FEES 711130 835223 835223 RENTALS 711130 622005 209379 412626 NON-ORCHESTRA TICKETS 711130 303229 303229 ORCHESTRA SERVICE FEES 532000 25000 25000 5540506 1153112 22812 1130300 4656 4656 29337606 28310673 1026933 1026933 1026933 145386 347361 356009 -210623 -210623 220214 176149 44065 44065 32171652 5127880 435438 1995331 54121 54121 2562122 346653 2215469 9820838 8535117 563886 721835 482264 424406 25375 32483 1716073 1458929 112777 144367 746578 648221 43137 55220 258744 1270 257474 39870 39870 254783 254783 150000 150000 2335048 1682313 650828 1907 1045718 1045718 217954 112882 74768 30304 185235 89559 73721 21955 5903 5903 612881 401977 210904 177115 129042 40917 7156 45272 29017 10626 5629 752239 204427 547812 1826491 1789143 18674 18674 192974 23280 169694 DIRECT CONCERT EXPENSES 480856 480856 ADMIN & FACILITY COSTS 228561 115273 71949 41339 CREDIT CARD FEES 181097 181097 MUSIC RENTAL LICENSES 97271 97271 29826 129 29697 24499834 17856604 5277881 1365349 931359 3637170 1254958 1257969 7620849 7186610 283370 596629 135211 39974 740263 629572 73128102 18644293 55496586 54483809 44207814 49873410 102450798 113879113 787707 731550 4406801 0 218315716 232315806 6290450 3249932 1631387 2802584 1690000 1690000 7600000 6400000 10950000 9250000 6050461 4558206 34212298 27950722 X 22819936 23704530 4470694 8635693 156812788 172024861 184103418 204365084 218315716 232315806 X 7671818 6464017 6125831 X 0 1 X 1 0 X 31141394 18628242 32248414 11926506 24613005 118557561 31141394 18628242 32248414 11926506 24613005 118557561 36286181 82271380 1780250 1131452 1006689 981745 1007768 5907904 124465465 27594446 0.66100 0.70470 X PART II, SECTION A: SHOWS 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 77493 77493 22906993 22984486 1000000 250000 0 0 1000000 1000000 750530 1000000 3750530 5625795 106348 81350 144830 77493 410021 250000 250000 187633 250000 937633 1406450 58050629 6950277 6598601 58402305 59035640 132053 4514710 5631774 58050629 69012220 413 2496514 12473507 59035640 74599095 945650 5615404 12147929 69012220 74007874 1194477 6335402 6938658 74599095 1.00000 0 0 3006334 3006334 59380344 9727126 49653218 4609223 3643411 965812 6103701 5273756 829945 28500 28500 54483809 93798704 F HEDGE FUND OF FUNDS & PRIVATE EQUITY 20080409 F 113879113 UNFUNDED PENSION LIABILITY 4149517 LEASEHOLD INCENTIVE LIABILITY 408689 4558206 X 44963008 6464017 5945181 12409198 32553810 150000 -532158 -382158 32171652 24701342 351508 351508 24349834 150000 150000 24499834 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 7121163 0 0 0 0 0 0 7121163 0 7121163 1 0 0 1 1 0 X X X X X X X 1 RUFFALO CODY 1025 KIRKWOOD PKWY SW CEDAR RAPIDS IA 55404 TELEPHONE CAMPAIGN 0 483346 254783 228563 483346 254783 228563 MN WI BALL 492747 347361 145386 218479 115021 9738 12771 492747 347361 145386 218479 115021 9738 12771 356009 -210623 1 MINNESOTA CITIZENS FOR THE ARTS 2233 UNIVERSITY AVENUE ST PAUL MN 55114 411262965 501(C)(4) 54121 N/A N/A ARTS LOBBYING 0 1 PART I, LINE 2: GRANTS TO ORGANIZATIONS WERE MADE TO SUPPORT LOBBYING ACTIVITIES. MEETINGS ARE HELD BY THE RECIPIENTS TO DISCUSS ON-GOING EFFORTS AND CURRENT ISSUES. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MICHAEL HENSON PRESIDENT & CEO 397648 0 0 0 0 0 10200 0 19573 0 427421 0 0 0 BRYAN EBENSTEINER VICE PRESIDENT - FINANCE 166314 0 15000 0 1893 0 7459 0 19021 0 209687 0 0 0 ROBERT NEU VP & GENERAL MANAGER 155122 0 0 0 1548 0 6242 0 14437 0 177349 0 0 0 OSMO VANSKA MUSIC DIRECTOR 308193 0 0 0 1712 0 0 0 6266 0 316171 0 0 0 PART I, LINE 1A HOUSING 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. A MINNEAPOLIS COMMUNITY DEVELOPMENT AGENCY 416009115 2004-05-15 1690000 REFINANCING DEBT TO REFURBISH ORCHESTRA HALL 0 0 0 A 1690000 1690000 1997 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 0 A 0 US BANCORP RICHARD DAVIS, BOARD PAST CHAIR, CHAIRMAN, PRESIDENT & CEO OF U.S. BANCORP 193854 BANKING SERVICES 0 WELLS FARGO BANK JON CAMPBELL, BOARD CHAIR, IS EXECUTIVE VICE PRESIDENT AT WELLS FARGO BANK 399202 BANKING SERVICES 0 FAEGRE BAKER DANIELS LLP STEVEN KENNEDY, A BOARD MEMBER, IS AN OFFICER OF FAEGRE, BAKER, DANIELS LLP 306925 LEGAL SERVICES 0 XCEL ENERGY BEN FOWKE, BOARD MEMBER, CHAIRMAN, PRESIDENT, AND CEO OF XCEL ENERGY, INC. 107177 ELECTRICAL SERVICE 0 STAR TRIBUNE MICHAEL KLINGENSMITH, BOARD MEMBER, IS PUBLISHER AND CEO OF STAR TRIBUNE 324583 ADVERTISING SERVICES 0 X 39 1633789 TRADING PRICE 0 0 1 0 PART I, COLUMN (B): THE ASSOCIATION REPORTS THE NUMBER OF CONTRIBUTORS ON PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 1 THE 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 2 BEN FOWKE, RICHARD DAVIS & CHRIS POLICINSKI - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7A THE 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 11 THE 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 12C THE 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 15 ON 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 19 THE 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. THE OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRA 80 SOUTH EIGHTH STREET MINNEAPOLIS MN 55402 416429379 INVESTMENT MN 501(C)(3) LINE 11A, I MINNESOTA ORCHESTRAL ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRA C 3056144 FAIR MARKET VALUE