CHICAGO SYMPHONY ORCHESTRA: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CHICAGO SYMPHONY ORCHESTRA (EIN 36-2167823)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-05
IRS object ID
201511259349300721
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)
Return2015-05-05T09:14:54-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1McGladrey LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 South Wacker Suite 800AddressLine1
CityChicagoCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362167823EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Chicago Symphony OrchestraBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCHICBusinessNameControlTxt
Phone3122943333PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 S Michigan AvenueAddressLine1
CityChicagoCity
StateILState
ZIP Code606042559ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJeff AlexanderPersonNm
Person TitlePresidentPersonTitleTxt
Phone3122943210PhoneNum
Signature2015-05-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonZack FortschPreparerPersonNm
PTINP00052725PTIN
Phone3126343400PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJeff AlexanderPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 S Michigan AvenueAddressLine1
CityChicagoCity
StateILState
ZIP Code606042559ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$127,388,349GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.cso.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1890FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTo present classical music to Chicago, national and international audiences.ActivityOrMissionDesc
Voting Members Governing Body141VotingMembersGoverningBodyCnt
Voting Members Independent132VotingMembersIndependentCnt
Total Employee1219TotalEmployeeCnt
Total Volunteers900TotalVolunteersCnt
Total Gross UBI-$201,153TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$281,150NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$51,315,546PYContributionsGrantsAmt
CY Contributions Grants$56,685,141CYContributionsGrantsAmt
PY Program Service Revenue$31,623,089PYProgramServiceRevenueAmt
CY Program Service Revenue$29,069,324CYProgramServiceRevenueAmt
PY Investment Income$19,458,581PYInvestmentIncomeAmt
CY Investment Income$16,429,985CYInvestmentIncomeAmt
PY Other Revenue$88,780PYOtherRevenueAmt
CY Other Revenue$357,884CYOtherRevenueAmt
PY Total Revenue$102,485,996PYTotalRevenueAmt
CY Total Revenue$102,542,334CYTotalRevenueAmt
PY Grants And Similar Paid$670,924PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$769,160CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$47,181,438PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$47,445,920CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$629,380PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$602,005CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,329,278CYTotalFundraisingExpenseAmt
PY Other Expenses$32,224,165PYOtherExpensesAmt
CY Other Expenses$31,665,522CYOtherExpensesAmt
PY Total Expenses$80,705,907PYTotalExpensesAmt
CY Total Expenses$80,482,607CYTotalExpensesAmt
PY Revenues Less Expenses$21,780,089PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$22,059,727CYRevenuesLessExpensesAmt
Total Assets BOY$473,483,741TotalAssetsBOYAmt
Total Assets EOY$528,711,667TotalAssetsEOYAmt
Total Liabilities BOY$207,424,758TotalLiabilitiesBOYAmt
Total Liabilities EOY$206,064,076TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$266,058,983NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$322,647,591NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe central mission of the Chicago Symphony Orchestra Association is to present classical music through the Chicago Symphony Orchestra to Chicago, national and international audiences.The mission is supported by four mutually reinforcing elements:Artistic excellence: continued international preeminence in the field of orchestral excellenceAudience development: leading audience development initiativesEducation: superior education and community programsFinancial stability: fiscal responsibility for long-term stabilityMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$49,307,957ExpenseAmt
Revenue$22,756,118RevenueAmt
DescChicago Symphony Orchestra Concerts - The CSO presented 148 concert programs, including two world premieres and two commissions, for more than 385,000 patrons. The CSO tour schedule included concerts in the Canary Islands, Essen, Germany, Luxembourg, and Urbana-Champaign, IL. The free Concert for Chicago led by Maestro Muti at Morton East High School's Chodl Auditorium in Cicero, IL, drew an audience of nearly 2,000. The CSO honored Verdi's 200th birthday with a webcast of Verdi's Requiem viewed online more than 175,000 times. The CSO presented three concerts in DuPage County, selling more than 11,000 tickets for the three-day residency and additional family programs. Contracted by the Ravinia Festival Association for an annual summer residency at Ravinia Park, the CSO performed 16 concerts for more than 83,500 patrons.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$5,430,631ExpenseAmt
Revenue$3,870,479RevenueAmt
DescSymphony Center Presents Concerts - Symphony Center Presents is the CSO's guest artist series featuring well-known classical artists, as well as musicians from outside the classical genre, at Symphony Center. A total of 50 concerts were presented during the fiscal year, selling more than 76,500 tickets to jazz, chamber music, orchestra, piano, and new music events. These concerts featured established artistic leaders and up-and-coming musicians, and welcomed diverse audiences to hear a wide variety of musical styles. SCP programs include an Orchestra series, Chamber series, Piano series, and Jazz at Symphony Center. SCP Jazz is one of the most comprehensive and widely-heralded jazz series in the country, spotlighting some of the world's most famous jazz artists.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,264,921ExpenseAmt
Revenue$515,763RevenueAmt
DescEducation Concerts and Activities - The CSO's Institute for Learning, Access and Training (renamed the Negaunee Music Institute at the CSO at the end of 2013/14) conducts more than 20 annual programs sharing music's transformative power with youth, teachers, families, seniors, and underserved populations. Approximately 95,000 children experienced music education and concerts in 2013/14, and more than 600 teachers, musicians, teaching artists, and volunteers were trained to share music with students and communities. The Institute conducted nearly 450 in-school programs, including events in Chicago Public Schools and juvenile detention facilities. Free tickets and transportation and free concerts in schools, parks, and community venues demonstrate the importance of music as a part of everyday life.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (9 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$2,279,774$769,160$67,682Civic Orchestra Concerts -- The Civic Orchestra of Chicago is the only pre-professional orchestra of its type associated with a major American orchestra. Preparing young musicians for success in today's diverse professional music landscape, the Civic offers world-class training in performance protocol under the guidance of some of the most prominent artistic leaders in the world, including CSO musicians, Yo-Yo Ma, and conductors and guest artists featured in the CSO season. During the 2013/14 season, the Civic Orchestra of Chicago reached approximately 20,000 audience members through concerts at Symphony Center, community venues, neighborhood and school engagement events, and special public performances. The 2013/14 season marked the pilot of the Citizen Musician Fellowship, a curricular enhancement through which select Civic musicians enjoy enhanced leadership responsibilities within Civic and mentorship under Yo-Yo Ma, CSO musicians, and regional ensembles specializing in audience engagement. Citizen Musician Fellows design and execute their own service projects, creating new ways for music and musicians to serve communities. To date, more than 700 Civic alumni have earned professional positions with top orchestras across the globe. During the 2013/14 season, four Civic musicians and recent alumni earned positions with professional ensembles.
$156,628Retail Sales - Music-related merchandise is available for purchase at The Symphony Store.
$300,447Rentals and Commissions - A Club is available to donors for dining prior to CSO concerts.
$945,149$798,115Rentals and Commissions - Performance space provided to Chicagoland arts organizations.
$201,233$231,939Rentals and Commissions - Restaurant provided to donors for dining prior to or after concerts.
$133,746$549,710Rentals and Commissions - Parking lot provided for audiences' convenience to attend concerts.
$193,985$83,366Rentals and Commissions - Concessions are provided for audiences attending concerts.
$1,523,703$196,151Media and Royalty - Radio Broadcast series, In-house recording label, audio recordings in compact disc and digital download formats.
$407,035Other Program Services - Includes new program initiatives.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,141,700TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$769,160TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,926,963TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$64,145,209TotalProgramServiceExpensesAmt
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 Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document246IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1219EmployeeCnt
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 Members141GoverningBodyVotingMembersCnt
Independent Voting Member132IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Isabelle C GoossenVP and CFOBusinessNameLine1
FieldValueIRS element (for citing)
Phone3122943301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 S Michigan AvenueAddressLine1
CityChicagoCity
StateILState
ZIP Code606042559ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (158 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Deborah F Rutter
President40.00Yes (X)Yes (X)$601,383$0$32,236
Jay L Henderson
Chairman2.20Yes (X)Yes (X)$0$0$0
Frank M Clark
Vice Chairman0.50Yes (X)Yes (X)$0$0$0
Joyce T Green
Vice Chairman0.60Yes (X)Yes (X)$0$0$0
Jane DiRenzo Pigott
Vice Chairman0.90Yes (X)Yes (X)$0$0$0
Frederick H Waddell
Vice Chairman1.00Yes (X)Yes (X)$0$0$0
Paul R Wiggin
Vice Chairman1.40Yes (X)Yes (X)$0$0$0
Scott C Smith
Treasurer1.00Yes (X)Yes (X)$0$0$0
James L Alexander
Life Trustee0.10Yes (X)$0$0$0
Mrs Robert A Beatty
Life Trustee0.30Yes (X)$0$0$0
Marshall Bennett
Life Trustee0.10Yes (X)$0$0$0
Melvyn Bergstein
Life Trustee0.10Yes (X)$0$0$0
Arnold M Berlin
Life Trustee0.10Yes (X)$0$0$0
William G Brown
Life Trustee0.20Yes (X)$0$0$0
Matthew Bucksbaum
Life Trustee0.10Yes (X)$0$0$0
Dean L Buntrock
Life Trustee0.10Yes (X)$0$0$0
Robert N Burt
Life Trustee0.10Yes (X)$0$0$0
Richard W Colburn
Life Trustee0.20Yes (X)$0$0$0
Richard H Cooper
Life Trustee0.10Yes (X)$0$0$0
James S Crown
Life Trustee0.40Yes (X)$0$0$0
Joanne S Crown
Life Trustee0.10Yes (X)$0$0$0
Anthony T Dean
Life Trustee0.10Yes (X)$0$0$0
Debora de Hoyos
Life Trustee0.50Yes (X)$0$0$0
John A Edwardson
Life Trustee0.10Yes (X)$0$0$0
Sidney Epstein
Life Trustee0.10Yes (X)$0$0$0
Thomas J Eyerman
Life Trustee0.10Yes (X)$0$0$0
James B Fadim
Life Trustee0.30Yes (X)$0$0$0
David W Fox Sr
Life Trustee0.10Yes (X)$0$0$0
Richard J Franke
Life Trustee0.10Yes (X)$0$0$0
Cyrus F Freidheim Jr
Life Trustee0.20Yes (X)$0$0$0
H Laurance Fuller
Life Trustee0.10Yes (X)$0$0$0
Mrs Robert W Galvin
Life Trustee0.10Yes (X)$0$0$0
Paul C Gignilliat
Life Trustee0.10Yes (X)$0$0$0
Joseph B Glossberg
Life Trustee0.40Yes (X)$0$0$0
William A Goldstein
Life Trustee0.80Yes (X)$0$0$0
Howard L Gottlieb
Life Trustee0.20Yes (X)$0$0$0
Mrs Richard H Gottlieb
Life Trustee0.20Yes (X)$0$0$0
Chester A Gougis
Life Trustee0.50Yes (X)$0$0$0
Richard Gray
Life Trustee0.10Yes (X)$0$0$0
Mary Winton Green
Life Trustee0.10Yes (X)$0$0$0
Joan W Harris
Life Trustee0.30Yes (X)$0$0$0
Thomas C Heagy
Life Trustee0.20Yes (X)$0$0$0
Mrs Roger B Hull
Life Trustee0.20Yes (X)$0$0$0
Judith W Istock
Life Trustee0.40Yes (X)$0$0$0
William R Jentes
Life Trustee0.30Yes (X)$0$0$0
Paul R Judy
Life Trustee0.10Yes (X)$0$0$0
Richard B Kapnick
Life Trustee0.20Yes (X)$0$0$0
Donald G Kempf Jr
Life Trustee0.10Yes (X)$0$0$0
George D Kennedy
Life Trustee0.10Yes (X)$0$0$0
Mrs John C Kern
Life Trustee0.20Yes (X)$0$0$0
John A Koten
Life Trustee0.10Yes (X)$0$0$0
Fred A Krehbiel
Life Trustee0.10Yes (X)$0$0$0
Charles Ashby Lewis
Life Trustee0.10Yes (X)$0$0$0
Eva F Lichtenberg
Life Trustee0.20Yes (X)$0$0$0
John S Lillard
Life Trustee0.10Yes (X)$0$0$0
Donald G Lubin
Life Trustee0.10Yes (X)$0$0$0
James W Mabie
Life Trustee0.80Yes (X)$0$0$0
R Eden Martin
Life Trustee0.10Yes (X)$0$0$0
Arthur C Martinez
Life Trustee0.10Yes (X)$0$0$0
Judith W McCue
Life Trustee0.80Yes (X)$0$0$0
Lester H McKeever
Life Trustee0.10Yes (X)$0$0$0
Newton N Minow
Life Trustee0.10Yes (X)$0$0$0
John D Nichols
Life Trustee0.10Yes (X)$0$0$0
James J O'Connor
Life Trustee0.20Yes (X)$0$0$0
William A Osborn
Life Trustee0.30Yes (X)$0$0$0
Mrs Albert Pawlick
Life Trustee0.20Yes (X)$0$0$0
Richard Pigott
Life Trustee0.10Yes (X)$0$0$0
Mrs Neil K Quinn
Life Trustee0.10Yes (X)$0$0$0
John M Richman
Life Trustee0.10Yes (X)$0$0$0
John W Rogers Jr
Life Trustee0.30Yes (X)$0$0$0
Jerry Rose
Life Trustee0.30Yes (X)$0$0$0
Frank A Rossi
Life Trustee0.20Yes (X)$0$0$0
Cynthia M Sargent
Life Trustee0.20Yes (X)$0$0$0
John R Schmidt
Life Trustee0.10Yes (X)$0$0$0
Irving Seaman Jr
Life Trustee0.10Yes (X)$0$0$0
Thomas C Sheffield Jr
Life Trustee0.20Yes (X)$0$0$0
Rita Simo
Life Trustee0.10Yes (X)$0$0$0
Robert C Spoerri
Life Trustee0.10Yes (X)$0$0$0
William C Steinmetz
Life Trustee0.40Yes (X)$0$0$0
Carl W Stern
Life Trustee0.70Yes (X)$0$0$0
Richard J Stern
Life Trustee0.10Yes (X)$0$0$0
Roger W Stone
Life Trustee0.10Yes (X)$0$0$0
William H Strong
Life Trustee0.10Yes (X)$0$0$0
Louis C Sudler Jr
Life Trustee0.10Yes (X)$0$0$0
Richard L Thomas
Life Trustee0.30Yes (X)$0$0$0
Peggy Y Thomson
Life Trustee0.10Yes (X)$0$0$0
Richard P Toft
Life Trustee0.20Yes (X)$0$0$0
Charles A Tribbett
Life Trustee0.10Yes (X)$0$0$0
James Weiss
Life Trustee0.10Yes (X)$0$0$0
William Adams IV
Trustee1.00Yes (X)$0$0$0
Douglas J Bade
Trustee0.30Yes (X)$0$0$0
Katherine Barber
Trustee0.10Yes (X)$0$0$0
Randy Lamm Berlin
Trustee0.20Yes (X)$0$0$0
Wayne D Boberg
Trustee0.10Yes (X)$0$0$0
Laurence O Booth
Trustee0.10Yes (X)$0$0$0
Kay Bucksbaum
Trustee0.30Yes (X)$0$0$0
Gregory C Case
Trustee0.10Yes (X)$0$0$0
Bruce E Clinton
Trustee0.20Yes (X)$0$0$0
Michelle L Collins
Trustee0.00Yes (X)$0$0$0
Ellen M Costello
Trustee0.00Yes (X)$0$0$0
Daniel J Doherty
Trustee0.20Yes (X)$0$0$0
Charles Douglas
Trustee1.10Yes (X)$0$0$0
Timothy A Duffy
Trustee0.50Yes (X)$0$0$0
Rajiv Fernando
Trustee0.10Yes (X)$0$0$0
Rick Fezell
Trustee0.40Yes (X)$0$0$0
Mark D Gerstein
Trustee0.10Yes (X)$0$0$0
Richard C Godfrey
Trustee0.10Yes (X)$0$0$0
Thomas M Goldstein
Trustee0.40Yes (X)$0$0$0
Mary Louise Gorno
Trustee0.60Yes (X)$0$0$0
Joseph A Gregoire
Trustee0.20Yes (X)$0$0$0
Anne Dias Griffin
Trustee0.20Yes (X)$0$0$0
Dietrich Gross
Trustee0.20Yes (X)$0$0$0
David P Hackett
Trustee0.30Yes (X)$0$0$0
John H Hart
Trustee0.30Yes (X)$0$0$0
Lori Julian
Trustee0.30Yes (X)$0$0$0
Susan R Kiphart
Trustee0.10Yes (X)$0$0$0
Robert Kohl
Trustee0.50Yes (X)$0$0$0
Joseph A Konen
Trustee0.40Yes (X)$0$0$0
Josef Lakonishok
Trustee0.20Yes (X)$0$0$0
Patty Lane
Trustee0.10Yes (X)$0$0$0
Susan C Levy
Trustee0.50Yes (X)$0$0$0
John Livingston
Trustee0.10Yes (X)$0$0$0
John F Manley
Trustee0.20Yes (X)$0$0$0
Ling Z Markovitz
Trustee0.30Yes (X)$0$0$0
Alan R May
Trustee0.10Yes (X)$0$0$0
Peter D McDonald
Trustee0.60Yes (X)$0$0$0
Alfred L McDougal
Trustee0.10Yes (X)$0$0$0
Mark G McGrath
Trustee0.80Yes (X)$0$0$0
David E McNeel
Trustee0.50Yes (X)$0$0$0
Christopher Melvin
Trustee0.10Yes (X)$0$0$0
Sylvia Neil
Trustee0.40Yes (X)$0$0$0
Jose Luis Prado
Trustee0.40Yes (X)$0$0$0
John M Pratt
Trustee0.60Yes (X)$0$0$0
Dr Irwin Press
Trustee0.30Yes (X)$0$0$0
W Robert Reum
Trustee1.00Yes (X)$0$0$0
Alexander I Rorke
Trustee0.20Yes (X)$0$0$0
Burton X Rosenberg
Trustee0.40Yes (X)$0$0$0
Earl J Rusnak
Trustee0.50Yes (X)$0$0$0
Scott Santi
Trustee0.20Yes (X)$0$0$0
Alejandro Silva
Trustee0.60Yes (X)$0$0$0
Walter Snodell
Trustee0.40Yes (X)$0$0$0
Elizabeth Stein
Trustee0.10Yes (X)$0$0$0
Russ M Strobel
Trustee1.00Yes (X)$0$0$0
Hugh D Sullivan
Trustee0.10Yes (X)$0$0$0
Nasrin Thierer
Trustee0.30Yes (X)$0$0$0
Penny Van Horn
Trustee0.40Yes (X)$0$0$0
William A Von Hoene Jr
Trustee0.30Yes (X)$0$0$0
Eric E Whitaker
Trustee0.30Yes (X)$0$0$0
Robert A Wislow
Trustee0.30Yes (X)$0$0$0
Helen Zell
Trustee0.40Yes (X)$0$0$0
Isabelle Goossen
Assistant Treasurer40.00Yes (X)$231,289$0$15,995
Karen Lewis Alexander
VP for Development40.00Yes (X)$302,124$0$31,740
Karen Rahn
Secretary40.00Yes (X)$68,462$0$21,223
Riccardo Muti
Music Director40.00$1,095,000$0$0Yes (X)
Robert Chen
Concertmaster40.00$504,811$0$44,983Yes (X)
John Sharp
Principal Cello40.00$288,986$0$51,059Yes (X)
Mathieu Dufour
Principal Flute40.00$288,401$0$21,753Yes (X)
Eugene Izotov
Principal Oboe40.00$274,103$0$38,227Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,654,559TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$257,216TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K140IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
Riccardo Muti
220 S Michigan AvenueChicagoIL606042559Artist Performances$1,214,837
Gemini Graphics Inc
860 West Lake StreetRoselleIL601722891Printing Services$655,629
SD&A Teleservices Inc
5757 W Century BlvdLos AngelesCA90045Telemarketing & Telefundraising$649,315
Opus 3 Artists
470 Park Ave South 9th Floor NorthNew YorkNY10016Artist Performances$631,100
Sound Postings
11 Water Street Suite 2BArlingtonMA02476Creative Consultant$615,662
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K44CntrctRcvdGreaterThan100KCnt
Fundraising$1,656,414FundraisingAmt
Government Grants$282,550GovernmentGrantsAmt
All Other Contributions$54,746,177AllOtherContributionsAmt
Noncash Contributions$2,464,733NoncashContributionsAmt
Total Contributions$56,685,141TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
Ticket Sales711190$22,408,751$22,408,751
Performance Fees711190$3,974,156$3,974,156
Facility Rental Revenue711190$798,115$798,115
Other Program Related Revenue711190$786,166$786,166
Parking Lot Rental Revenue711190$549,710$549,710

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$552,426TotalRevenueColumnAmt
Related Or Exempt Func Income$70,408RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$106UnrelatedBusinessRevenueAmt
Exclusion$481,912ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$29,069,324TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,887,803TotalRevenueColumnAmt
Exclusion$4,887,803ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$182,207RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$456,157RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$273,950RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$273,950TotalRevenueColumnAmt
Unrelated Business Revenue-$273,950UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$35,094,400SecuritiesAmt
Other$13,617OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$23,563,590SecuritiesAmt
Other$2,245OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$11,530,810SecuritiesAmt
Other$11,372OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,542,182TotalRevenueColumnAmt
Unrelated Business Revenue$15,636UnrelatedBusinessRevenueAmt
Exclusion$11,526,546ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,004,364FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,656,414ContriRptFundraisingEventAmt
Fundraising Direct Expenses$608,363FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$396,001TotalRevenueColumnAmt
Exclusion$396,001ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$451,493GrossSalesOfInventoryAmt
Cost Of Goods Sold$215,660CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$235,833TotalRevenueColumnAmt
Related Or Exempt Func Income$178,778RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$57,055UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$102,542,334TotalRevenueColumnAmt
Related Or Exempt Func Income$28,216,374RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$201,153UnrelatedBusinessRevenueAmt
Exclusion$17,841,972ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$769,160TotalAmt
Program Services$769,160ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,345,558TotalAmt
Management And General$1,006,639ManagementAndGeneralAmt
Fundraising$338,919FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$36,474,934TotalAmt
Program Services$31,996,963ProgramServicesAmt
Management And General$2,808,807ManagementAndGeneralAmt
Fundraising$1,669,164FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,469,350TotalAmt
Program Services$2,235,926ProgramServicesAmt
Management And General$148,912ManagementAndGeneralAmt
Fundraising$84,512FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,886,465TotalAmt
Program Services$4,132,735ProgramServicesAmt
Management And General$462,650ManagementAndGeneralAmt
Fundraising$291,080FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,269,613TotalAmt
Program Services$1,806,169ProgramServicesAmt
Management And General$322,999ManagementAndGeneralAmt
Fundraising$140,445FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$290,646TotalAmt
Program Services$74,623ProgramServicesAmt
Management And General$213,464ManagementAndGeneralAmt
Fundraising$2,559FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$110,635TotalAmt
Management And General$110,635ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$602,005TotalAmt
Fundraising$602,005FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,208,845TotalAmt
Program Services$8,524,743ProgramServicesAmt
Management And General$593,695ManagementAndGeneralAmt
Fundraising$90,407FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,026,460TotalAmt
Program Services$4,593,126ProgramServicesAmt
Management And General$195,684ManagementAndGeneralAmt
Fundraising$237,650FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$944,138TotalAmt
Program Services$647,599ProgramServicesAmt
Management And General$148,777ManagementAndGeneralAmt
Fundraising$147,762FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$372,374TotalAmt
Program Services$239,905ProgramServicesAmt
Management And General$50,224ManagementAndGeneralAmt
Fundraising$82,245FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,571,285TotalAmt
Program Services$2,069,162ProgramServicesAmt
Management And General$233,387ManagementAndGeneralAmt
Fundraising$268,736FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,302,203TotalAmt
Program Services$1,203,240ProgramServicesAmt
Management And General$44,318ManagementAndGeneralAmt
Fundraising$54,645FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$210,727TotalAmt
Program Services$72,646ProgramServicesAmt
Management And General$18,172ManagementAndGeneralAmt
Fundraising$119,909FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,655,342TotalAmt
Management And General$4,655,342ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,115,971TotalAmt
Program Services$3,805,663ProgramServicesAmt
Management And General$282,643ManagementAndGeneralAmt
Fundraising$27,665FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$265,769TotalAmt
Management And General$265,769ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Equipment Rental & Main$1,168,525$1,168,525
Music & Instrument Rent$374,081$279,959$93,172$950
Music License Fees$309,423$309,423

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$739,098TotalAmt
Program Services$215,642ProgramServicesAmt
Management And General$352,831ManagementAndGeneralAmt
Fundraising$170,625FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$80,482,607TotalAmt
Program Services$64,145,209ProgramServicesAmt
Management And General$12,008,120ManagementAndGeneralAmt
Fundraising$4,329,278FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$854,143BOYAmt
EOY$1,251,012EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,839,443BOYAmt
EOY$11,619,735EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$28,858,997BOYAmt
EOY$46,034,864EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$374,850BOYAmt
EOY$373,195EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$170,942BOYAmt
EOY$209,638EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,699,067BOYAmt
EOY$2,523,644EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$174,155,052LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$73,658,241LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$103,261,174BOYAmt
EOY$100,496,811EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$215,650,370BOYAmt
EOY$238,887,416EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$112,774,755BOYAmt
EOY$127,315,352EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$473,483,741BOYAmt
EOY$528,711,667EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,832,435BOYAmt
EOY$5,351,806EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,348,325BOYAmt
EOY$13,421,139EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$145,515,000BOYAmt
EOY$145,515,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$42,728,998BOYAmt
EOY$41,776,131EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$207,424,758BOYAmt
EOY$206,064,076EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$128,609,421BOYAmt
EOY$154,469,388EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$44,364,430BOYAmt
EOY$57,084,880EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$93,085,132BOYAmt
EOY$111,093,323EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$266,058,983BOYAmt
EOY$322,647,591EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$473,483,741BOYAmt
EOY$528,711,667EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$22,059,727ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$38,945,371NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$4,416,490OtherChangesInNetAssetsAmt
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$32,552,630CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,179,692CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,854,034CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,315,546CurrentTaxYearMinus1YearAmt
Current Tax Year$56,685,142CurrentTaxYearAmt
Total$200,587,044TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,552,630CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,179,692CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,854,034CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,315,546CurrentTaxYearMinus1YearAmt
Current Tax Year$56,685,142CurrentTaxYearAmt
Total$200,587,044TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$39,353,634SubstantialContributorsTotAmt
Public Support Total170$161,233,410PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,692,098CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,811,919CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,794,643CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,809,674CurrentTaxYearMinus1YearAmt
Current Tax Year$4,887,803CurrentTaxYearAmt
Total$23,996,137TotalAmt
FieldValueIRS element (for citing)
Total Support$224,583,181TotalSupportAmt
Gross Receipts Rltd Activities$157,122,065GrossReceiptsRltdActivitiesAmt
Public Support CY1700.71790PublicSupportCY170Pct
Public Support PY1700.77880PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$84,472,648FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$84,472,648FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$351CurrentYearMinus3Amt
Current Year Minus2$31CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$382TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$233,705,000BeginningYearBalanceAmt
Contributions$13,015,000ContributionsAmt
Investment Earnings Or Losses$26,251,000InvestmentEarningsOrLossesAmt
Other Expenditures$11,288,000OtherExpendituresAmt
Administrative Expenses$21,000AdministrativeExpensesAmt
End Year Balance$261,662,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$241,339,000BeginningYearBalanceAmt
Contributions$7,111,000ContributionsAmt
Investment Earnings Or Losses-$3,905,000InvestmentEarningsOrLossesAmt
Other Expenditures$10,840,000OtherExpendituresAmt
End Year Balance$233,705,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$208,656,000BeginningYearBalanceAmt
Contributions$3,964,000ContributionsAmt
Investment Earnings Or Losses$39,706,000InvestmentEarningsOrLossesAmt
Other Expenditures$10,987,000OtherExpendituresAmt
End Year Balance$241,339,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$190,895,000BeginningYearBalanceAmt
Contributions$3,503,000ContributionsAmt
Investment Earnings Or Losses$25,481,000InvestmentEarningsOrLossesAmt
Other Expenditures$11,223,000OtherExpendituresAmt
End Year Balance$208,656,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.52980BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.10930PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.36090TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,475,169OtherCostOrOtherBasisAmt
Book Value$25,475,169BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$125,077,509OtherCostOrOtherBasisAmt
Depreciation$59,704,769DepreciationAmt
Book Value$65,372,740BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$199,537OtherCostOrOtherBasisAmt
Depreciation$106,255DepreciationAmt
Book Value$93,282BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,718,186OtherCostOrOtherBasisAmt
Depreciation$8,659,643DepreciationAmt
Book Value$2,058,543BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,684,651OtherCostOrOtherBasisAmt
Depreciation$5,187,574DepreciationAmt
Book Value$7,497,077BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$100,496,811TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Alternative investments - Absolute return$46,963,555F
Alternative investments - Hedged equities$47,940,767F
Alternative investments - Private equity$16,718,501F
Real assets$13,300,839F
Held in trust and Other$2,391,690F
FieldValueIRS element (for citing)
Total Book Value Securities$127,315,352TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Pension benefits$21,024,770
Other long-term liabilities$1,062,868
Interest rate swap contracts$19,688,493
FieldValueIRS element (for citing)
Total Liability$41,776,131TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$143,640,017TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$38,945,371NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$52,057DonatedServicesAndUseFcltsAmt
Other Revenue$2,100,255OtherRevenueAmt
Revenue Not Reported$41,097,683RevenueNotReportedAmt
Revenue Subtotal$102,542,334RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$102,542,334TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$87,051,409TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$52,057DonatedServicesUseFcltsAmt
Other Expenses Included$6,516,745OtherExpensesIncludedAmt
Expenses Not Reported$6,568,802ExpensesNotReportedAmt
Expenses Subtotal$80,482,607ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$80,482,607TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The Investment Committee, which oversees all the Corporation's investments, operates under investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs, while seeking to maintain the purchasing power of the endowment assets. Under these policies, the endowment assets are invested in a manner that, over time, will meet the long-term objective of a 5% real return on assets. The Corporation's policy is to preserve the historical dollar value of permanently restricted contributions, and to use any of the investment returns as is prudent considering the Corporation's long- and short-term needs, resources, duration and preservation of donor-restricted endowment funds, donor restrictions, expected total return on its investments, price level trends, general economic conditions, and investment policies.
Part X, Line 2:Income Taxes The Corporation is exempt from federal and state income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code unless it has income from unrelated business activities. The Corporation follows the standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Corporation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the taxexempt status of the Corporation, continued tax exempt status of bonds payable, and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. At June 30, 2014 and 2013, there were no unrecognized tax benefits identified or recorded as liabilities. The Corporation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Corporation is generally no longer subject to examination by the Internal Revenue Service for years before the fiscal year ended June 30, 2011.
Part XI, Line 2d - Other Adjustments:Changes in pension plan assets and benefit obligations 831,446. Rental expenses (Part VIII, Line 6b) 456,157. Gain on sale of other assets (Part VIII, Line 7c(ii)) -11,371. Fundraising event expenses (Part VIII, Line 8b + Line 9b) 608,363. Cost of goods sold (Part VIII, Line 10b) 215,660.
Part XII, Line 2d - Other Adjustments:Rental expenses (Part VIII, Line 6b) 456,157. Gain on sale of other assets (Part VIII, Line 7c(ii)) -11,371. Fundraising event expenses (Part VIII, Line 8b + Line 9b) 608,363. Cost of goods sold (Part VIII, Line 10b) 215,660. Interest rate swap fair value adjustment 721,741. Change in allowance for uncollectible accounts 4,526,195.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean -00Investments$88,342,157
Europe (including Iceland and Greenland)00Program Services$1,953,765In January 2014, the Chicago Symphony Orchestra conducted a two-week tour consisting of two concerts each in the Canary Islands (Gran Canaria and Tenerife), Luxembourg and Essen, Germany.
Europe (including Iceland and Greenland)00Fundraising$13,795Patrons' Tour
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$90,309,717SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$90,309,717TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1SD&A Teleservices IncBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line15757 W CenturyAddressLine1
CityLos AngelesCity
StateCAState
ZIP Code90045ZIPCode
FieldValueIRS element (for citing)
ActivityTelefundraising CampaignsActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$1,544,230GrossReceiptsAmt
Retained By Contractor$602,005RetainedByContractorAmt
Net To Organization$942,225NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$1,544,230TotalGrossReceiptsAmt
Total Retained By Contractors$602,005TotalRetainedByContractorsAmt
Total Net To Organization$942,225TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1Symphony BallNameOfEvent1Amt
Gross Receipts Event1$1,239,373GrossReceiptsEvent1Amt
Charitable Contri Event1$774,325CharitableContriEvent1Amt
Gross Revenue Event1$465,048GrossRevenueEvent1Amt
Rent Facility Costs Event1$8,895RentFacilityCostsEvent1Amt
Food And Beverage Event1$184,716FoodAndBeverageEvent1Amt
Entertainment Event1$11,850EntertainmentEvent1Amt
Other Direct Expenses Event1$106,375OtherDirectExpensesEvent1Amt
Name Of Event2Corporate NightNameOfEvent2Amt
Gross Receipts Event2$1,135,350GrossReceiptsEvent2Amt
Charitable Contri Event2$809,350CharitableContriEvent2Amt
Gross Revenue Event2$326,000GrossRevenueEvent2Amt
Non Cash Prizes Event2$4,855NonCashPrizesEvent2Amt
Rent Facility Costs Event2$11,310RentFacilityCostsEvent2Amt
Food And Beverage Event2$62,516FoodAndBeverageEvent2Amt
Entertainment Event2$3,500EntertainmentEvent2Amt
Other Direct Expenses Event2$21,616OtherDirectExpensesEvent2Amt
Other Events Total12OtherEventsTotalCnt
Gross Receipts Other Events$286,055GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$72,739CharitableContriOtherEventsAmt
Gross Revenue Other Events$213,316GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$3,900NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$8,274RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$107,013FoodAndBeverageOtherEventsAmt
Entertainment Other Events$6,310EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$67,233OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,660,778GrossReceiptsTotalAmt
Charitable Contributions Tot$1,656,414CharitableContributionsTotAmt
Gross Revenue Total Events$1,004,364GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$8,755NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$28,479RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$354,245FoodAndBeverageTotalEventsAmt
Entertainment Total Events$21,660EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$195,224OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$608,363DirectExpenseSummaryEventsAmt
Net Income Summary$396,001NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Civic Orchestra Stipends158$749,120
Civic Orchestra Fellowships3$20,040

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2:All regular members of the Civic Orchestra of Chicago receive a stipend. Associate members receive stipends if they perform as a sub or an extra player. Most Regular members receive an annual stipend of $6,900. Five string players who are assigned to principal positions via audition receive an additional $2,120 per season. Higher level of stipend offered to eight Civic musicians who are chosen as Citizen Musician Fellows. Each Citizen Musician Fellow receives $20,000 in stipend. Stipends offset some of the cost of living, allowing musicians more time to spend on their music studies. While the majority of Civic musicians are post-graduates, stipends may be applied to tuition expenses for students pursuing degrees in music. A select number of players, all of whom are Regular members, receive up to a $6,900 fellowship (rather than the stipend) annually that is disbursed on an annual or semester basis directly to the academic institution they are attending. This is part of a cooperative agreement between the Civic Orchestra and area schools (Northwestern University, DePaul University and Chicago College of Performing Arts at Roosevelt University) to provide two years of tuition-free graduate study. The academic institution covers the portion of the tuition that the $6,900 from the Civic Orchestra does not cover.
Part I, Line 2Civic Membership: Members of the Civic Orchestra of Chicago are chosen by audition in February-March for the following season (September-May). Adjudicators are members of the Chicago Symphony Orchestra. Auditionees play a prepared list of orchestral excerpts and a solo work that has been selected by the CSO member, and are ranked by a number during the audition process. When the auditions are over, the numbers are placed in order and then matched with the name of the auditionee. From the list, Regular and Associate membership rosters are formed. Regular section membership is based on the number of players required in a given section on a regular basis. Subs and extras are drawn from the Associate membership roster as needed throughout the season. All ranking is guided by the artistic quality of the audition as determined by the adjudicator.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Deborah F Rutter
President$513,266$0$25,000$0$63,117$0$13,100$0$19,136$0$633,619$0$0$0
Isabelle Goossen
Assistant Treasurer$206,836$0$0$0$24,453$0$12,251$0$3,744$0$247,284$0$0$0
Karen Lewis Alexander
VP for Development$278,908$0$0$0$23,216$0$10,354$0$21,386$0$333,864$0$0$0
Riccardo Muti
Music Director$1,095,000$0$0$0$0$0$0$0$0$0$1,095,000$0$0$0
Robert Chen
Concertmaster$486,979$0$0$0$17,832$0$9,690$0$35,293$0$549,794$0$0$0
John Sharp
Principal Cello$269,733$0$0$0$19,253$0$18,040$0$33,019$0$340,045$0$0$0
Mathieu Dufour
Principal Flute$288,044$0$0$0$357$0$7,440$0$14,313$0$310,154$0$0$0
Eugene Izotov
Principal Oboe$263,346$0$0$0$10,757$0$7,412$0$30,815$0$312,330$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aCharter travel is provided for all employees during certain foreign and domestic tours when deemed more economical.
Part I, Line 7Annually, in executive session, the Executive Committee reviews and approves any bonus payment for the President.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Illinois Finance AuthorityBusinessNameLine1
FieldValueIRS element (for citing)
Bond Issuer EIN861091967BondIssuerEIN
CUSIP45200FGY9CUSIPNum
Bond Issued2008-05-29BondIssuedDt
Issue Price$83,015,000IssuePriceAmt
PurposeSee Part VIPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$83,015,000TotalProceedsAmt
Capitalized Interest$620,000CapitalizedInterestAmt
Refunding Escrow$81,364,393RefundingEscrowAmt
Issuance Costs From Proceeds$722,487IssuanceCostsFromProceedsAmt
Credit Enhancement$308,120CreditEnhancementAmt
Substantial Completion1997SubstantialCompletionYr
Current RefundingYes (1)CurrentRefundingInd
Advance Refunding0AdvanceRefundingInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To RebateYes (1)ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Date Rebate Computation PerformedIssuer Name: Illinois Finance Authority Date the Rebate Computation was Performed: 05/20/2013
Schedule K Supplental InformationPart I, Line A, Column (f): The Bonds were issued to (i) refinance a line of credit to the Chicago Symphony Orchestra (the Symphony) from the Northern Trust Company (the Line of Credit) and pay or reimburse the Symphony for certain costs relating to the conversion of the interest rate mode (the Series 2002 Conversion) on the $80,650,000 original aggregate principal amount of the Illinois Educational Facilities Authority Revenue Refunding Bonds, Chicago Symphony Orchestra, Series 2002 (the Series 2002 Bonds) and (ii) pay a portion of the interest on the Bonds and certain costs of issuance of the Bonds (including credit enhancement). The proceeds of the Line of Credit were used to finance a portion of the costs of (i) financing the mandatory purchase of the Series 2002 Bonds by the Symphony in connection with the Series 2002 Conversion, (ii) paying certain costs and expenses related to (a) the incurrence and maintenance of the Line of Credit, and (b) the Series 2002 Conversion, and (iii) paying accrued interest on the Line of Credit. The Series 2002 Bonds were issued on December 19, 2002 to refund all of the $77,900,000 original aggregate principal amount of the Illinois Development Finance Authority Variable/Fixed Rate Demand Revenue Bonds, Series 1996 (Chicago Symphony Orchestra Project) (the Series 1996 Bonds), (ii) pay a portion of interest on the Series 2002 Bonds, and (iii) pay a portion of costs of issuance (including bond insurance premium). The 1996 Bonds were issued on June 12, 1996 to (i) finance, refinance and reimburse the Symphony for certain costs relating to the renovation and expansion of Orchestra Hall and surrounding properties, (ii) pay a portion of interest on the Series 1996 Bonds, (iii) pay or reimburse the Symphony for a portion of the interest on the $50,000,000 Illinois Development Finance Authority Variable/Fixed Rate Demand Revenue Bonds, Series 1994 (Chicago Symphony Orchestra Project), and (iv) pay certain costs relating to letters of credit and costs of issuance.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Aetna Inc
Frank M. Clark (Board Member)$132,504Insurance premiums0
Mayer Brown LLP
Debora de Hoyos, John R. Schmidt(Partners)$219,018Legal fees0
The Northern Trust Company
James S. Crown, Robert W. Lane(Family relationship with Board Members)$497,842Letter of Credit and other banking fees0
The Northern Trust Company
J. L. Prado, C. A. Tibbett (Board Members) F. H. Waddell(Chairman and CEO)0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution83ContributionCnt
Noncash Contributions Rpt F990$2,210,552NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV - Stock giftsMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Airfare miles1$200,000Fair market value
Yes (X)Cough drops1$28,123Fair market value
Yes (X)Production eq1$13,000Fair market value
Yes (X)Wine sponsors1$9,893Fair market value
Yes (X)Event venue1$3,165Fair market value
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 32b:FormAndLineReferenceDesc
ExplanationPublicly traded securites are sold via a stock brokerage account held at the corporation's primary banking relationship.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Family Relationship: Matthew and Carolyn (Kay) Bucksbaum Business Relationship 1: Frank M. Clark, Ellen M. Costello Business Relationship 2: John W. Rogers, Jr., William A. Von Hoene, Jr. Business Relationship 3: James S. Crown, William A. Osborn Business Relationship 4: Susan Crown (relative of James S. Crown), E. Scott Santi, Pamela B. Strobel (spouse of Russ M. Strobel) Business Relationship 5: Timothy A. Duffy, Richard C. Godfrey Business Relationship 6: Debora de Hoyos, John R. Schmidt Business Relationship 7: John W. Rogers, Jr., Roger W. Stone Business Relationship 8: Michelle L. Collins, Frederick A. Krehbiel, Donald G. Lubin Business Relationship 9: Susan Crown (relative of James S. Crown), Robert W. Lane (spouse of Patty C. Lane), Jose Luis Prado, Charles A. Tibbett, Frederick H. Waddell Business Relationship 10: Walter Carlson (spouse of Debora de Hoyos) Charles W. Douglas, R. Eden Martin, Richard B. Kapnick, Newton N. Minow Business Relationship 11: Susan Kiphart, James W. Mabie Business Relationship 12: Frank M. Clark, W. Robert Reum
Form 990, Part VI, Section A, line 6The members of the Chicago Symphony Orchestra (the "Corporation") are designated as Governing Members. Governing Members are elected from among persons who have demonstrated a significant interest in the CSO and who meet such additional criteria as the Board of Trustees may from time to time determine.
Form 990, Part VI, Section A, line 7aGoverning Members ratify the election of Governing Members and, at each Annual Meeting, the fully ratified Governing Members elect Regular and Life Trustees.
Form 990, Part VI, Section B, line 11CSO staff prepares Form 990, and it is reviewed by our tax advisor. Staff and the tax advisor discuss and review the entire Form 990 and Form 990-T with members of the CSO Audit Committee, who review and accept it before it is filed as set forth in the Committee Authority and Responsibility section of the Audit Committee charter. At its Spring meeting, the Board of Trustees was reminded of the Audit Committee's responsibility to review and approve the annual tax returns. The 2013 Form 990 and Form 990-T were reviewed and approved at the April 28, 2015 meeting of the Audit Committee.
Form 990, Part VI, Section B, line 12cThe CSO maintains a Conflict of Interest Policy that applies to all trustees, the Executive Committees of certain auxiliary operations operating under the CSO's bylaws, senior management and other designated staff members, and non-trustee members of Trustee committees. The Policy requires each person to whom the policy applies to complete an annual disclosure questionnaire that discloses any business or financial interest, which might reasonably be expected to give rise to a possible conflict between the interest of the CSO and the interest of such person. The Policy forbids such individuals from voting on or using their personal influence in connection with such business or financial issues. In the event the CSO does conduct business with a related party, the financial terms of those relationships are reported annually to the Audit Committee, whose members are independent per the terms of its charter. The CSO requires each non-union employee to conduct themselves in accordance with the code of Business Conduct and Ethics, approved by the Board of Trustees, and to sign an annual statement acknowledging their understanding of and compliance with the Code.
Form 990, Part VI, Section B, line 15The process for determining the compensation of the President included a meeting on September 9, 2013, of the Human Resources Committee, which was comprised of eight independent trustees and three non-trustees. The Committee reviewed the compensation arrangements and peer benchmark data based on size of budget and scope of management responsibility. Published compensation surveys for non-profit organizations were also reviewed. Recommendations were made to the Committee and accepted, and the deliberations of the Committee were documented in the minutes of the meeting. The President's compensation is also discussed in executive session at an Executive Committee meeting. The process for determining the compensation of other officers or key employees included a meeting on September 9, 2013, of the Human Resources Committee, which was comprised of eight independent trustees and three non-trustees. The Committee reviewed the compensation arrangements and peer benchmark data based on size of budget and scope of management responsibility. Published compensation surveys for non-profit organizations were also reviewed. Recommendations were made to the Committee and accepted, and the deliberations of the Committee were documented in the minutes of the meeting.
Form 990, Part VI, Section C, line 19Financial statements, governing documents and conflict of interest policy are available to the public upon request pursuant ot the guidelines of section 6104(d).
Form 990, Part IX, line 11gGuest Conductors, Artists and Composers: Program service expenses 6,888,884. Management and general expenses 553. Fundraising expenses 7,920. Total expenses 6,897,357. Other Contracted Services: Program service expenses 1,635,859. Management and general expenses 593,142. Fundraising expenses 82,487. Total expenses 2,311,488.
Form 990, Part XI, line 9:Interest rate swap fair value adjustments -721,741. Changes in pension plan assets and benefit obligations 831,446. Change in allowance for uncollectible contributions -4,526,195.

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