2015-04-24T08:39:22-05:00 2014-06-30 341663731 ZINNER & CO LLP 3201 ENTERPRISE PARKWAY SUITE 410 CLEVELAND OH 441227329 990 2013-07-01 340714339 THE CLEVELAND MUSIC SCHOOL SETTLEMENT CLEV 2164215806 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 CHARLES LAWRENCE CHIEF EXECUTIVE OFFICER 2164215806 2015-03-18 0 SUSAN D KRANTZ P00233254 2168310733 2015-03-17 2013 2016-02-25 16:41:14Z THE MUSIC SETTLEMENT CHARLES LAWRENCE 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 4779261 0 X WWW.THEMUSICSETTLEMENT.ORG X 1912 OH THE MISSION OF THE MUSIC SETTLEMENT IS TO ENRICH THE LIVES OF PEOPLE OF ALL AGES, BACKGROUNDS AND ABILITIES BY OFFERING ACCESS TO HIGH QUALITY MUSIC INSTRUCTION, MUSIC THERAPY AND EARLY CHILDHOOD EDUCATION. 21 21 180 120 0 -28983 1696264 1898999 2529715 2385679 391917 392699 85840 101884 4703736 4779261 227932 266781 0 0 2863354 2758569 0 0 142805 999075 1070105 4090361 4095455 613375 683806 15240434 16726976 1148360 1080388 14092074 15646588 X THE MISSION OF THE MUSIC SETTLEMENT IS TO CREATE A COMMUNITY WHERE ARTISTIC EXPRESSION BELONGS TO EVERYONE BY SERVING THOSE WHO SEEK PERSONAL GROWTH THROUGH THE ARTS. 0 0 1378907 59429 1079287 THE MISSION OF THE MUSIC SETTLEMENT'S EARLY CHILDHOOD DEPARTMENT IS TO PROVIDE A HIGH QUALITY EARLY CHILDHOOD EXPERIENCE FOR CHILDREN 3 MONTHS THROUGH AGE 8 THAT NURTURES THE INDIVIDUAL, SUPPORTS THE FAMILY AND ENHANCES A CHILD'S DEVELOPMENT THROUGH INVOLVEMENT WITH THE ARTS. THE MUSIC SETTLEMENT'S EARLY CHILDHOOD DEPARTMENT HAS BEEN AN IMPORTANT PART OF THE MUSIC SETTLEMENT'S EDUCATION PROGRAM FOR MORE THAN 50 YEARS. DURING THAT TIME, WE HAVE EARNED A REPUTATION FOR EXCELLENCE IN ALL ASPECTS OF EARLY CHILDHOOD EDUCATION. THE EARLY CHILDHOOD (EC) DEPARTMENT HAS BLOSSOMED INTO A DEPARTMENT WHICH OFFERS A RENOWNED AND AWARD WINNING PRESCHOOL AND DAY SCHOOL THAT SERVES MORE THAN 250 CHILDREN ANNUALLY. THE EARLY CHILDHOOD ARTS FOR THE YOUNG PROGRAM PROVIDES CREATIVE AND INNOVATIVE CLASSES AND EXPERIENCES TO OVER 800 STUDENTS AT OUR UNIVERSITY CIRCLE CAMPUS, THE CLEVELAND METROPOLITAN SCHOOL DISTRICT, CATHOLIC DIOCESE AND VARIOUS CHILDCARE CENTERS THROUGHOUT GREATER CLEVELAND. OUR PROGRAM SUPPORTS LEARNING WITH AN INTERACTIVE, PROCESS-ORIENTED APPROACH AND, THROUGH DEVELOPMENTALLY APPROPRIATE ACTIVITIES, THE CHILDREN EXTEND THEIR CURIOSITY AND SEEK SOLUTIONS TO THEIR QUESTIONS. OUR GOAL IS TO HELP CHILDREN ENJOY THEIR YEARS OF CHILDHOOD TO WHICH THEY ARE ENTITLED, AS WELL AS DEVELOP AN ENTHUSIAM FOR LEARNING AND AN APPRECIATION FOR THE PERFOMING ARTS. 842492 67035 505254 ESTABLISHED IN 1966, THE MUSIC SETTLEMENT'S MUSIC THERAPY PROGRAM HAS BEEN A PIONEER IN HELPING PEOPLE WITH SPECIAL NEEDS. THE MUSIC SETTLEMENT MUSIC THERAPY DEPARTMENT EMPLOYS 13 MUSIC THERAPISTS WHO CONDUCT INDIVIDUAL, PARTNER, OR GROUP MUSIC THERAPY SESSIONS AT OUR UNIVERSITY CIRCLE CAMPUS AND AT NUMEROUS EDUCATIONAL, MEDICAL, AND SOCIAL SERVICE AGENCIES IN THE CLEVELAND METROPOLITAN AREA. OUR BOARD-CERTIFIED MUSIC THERAPISTS SYSTEMATICALLY AND PRESCRIPTIVELY USE MUSIC-BASED INTERVENTIONS TO IMPACT THE LIVES OF CHILDREN AND ADULTS FACING A WIDE RANGE OF LIFE'S CHALLENGES. THE MUSIC SETTLEMENT SERVES OVER 2,700 INDIVIDUALS ONSITE AND OFFSITE ANNUALLY WITH A VARIETY OF DIAGNOSES AND NEEDS THROUGH MUSIC THERAPY SESSSIONS, MUSIC THERAPY-SPONSORED CAMPS FOR CHILDREN WITH SPECIAL NEEDS, AND MUSICAL THEATRE GROUPS FOR TEENS AND ADULTS WITH SPECIAL NEEDS. IN ADDITION, OUR MUSIC THERAPISTS PROVIDED EDUCATIONAL OPPORTUNITIES TO OTHER THERAPISTS, RELATED PROFESSIONALS, PARENTS, AND CAREGIVERS THROUGH OVER 30 PRESENTATIONS LOCALLY, NATIONALLY AND INTERNATIONALLY. OUR MUSIC THERAPISTS ARE ALSO COLLABORATIVELY INVOLVED WITH SOME OF OUR MANY AGENCIES IN ONGOING RESEARCH PROJECTS INVESTIGATING A VARIETY OF TOPICS. 1078875 140317 801138 THE MUSIC SETTLEMENT'S DEPARTMENT OF MUSIC PROVIDES MUSIC INSTRUCTION, CLASSES, AND ENSEMBLES TO APPROXIMATELY 1,200 STUDENTS ANNUALLY FROM AROUNG THE GREATER CLEVELAND AREA. IN KEEPING WITH OUR MISSION, STUDENTS OF ALL CIRCUMSTANCES ARE ADMITTED WITHOUT AUDITION, AND THE DEPARMENT OF MUSIC AWARDS FINANCIAL AID AND SCHOLARSHIPS TO ENSURE THAT ABILITY TO PAY IS NOT A BARRIER TO MUSICAL STUDY. THE DEPARTMENT OF MUSIC HAS SEVERAL VITAL COMMUNITY ALLIANCES INCLUDING THE CLEVELAND METROPOLITAN SCHOOL DISTRICT AND THE CLEVELAND SCHOOL OF THE ARTS. NATIONALLY, WE HAVE COLLABORATED WITH THE BERKLEE COLLEGE OF MUSIC AS PART OF THEIR CITY MUSIC NETWORK. THE MUSIC SETTLEMENT STUDENTS, ENROLLED IN THE JAZZ AT THE MUSIC SETTLEMENT (JAMS) PROGRAM, VIE TO BECOME ANNUAL RECIPIENTS OF A FULL SCHOLARSHIP TO BERKLEE'S 5 WEEK SUMMER PERFORMANCE PROGRAM. 3300274 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 180 1 0 0 0 0 0 1 1 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X CHARLES LAWRENCE 2164215806 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 GERALYN PRESTI CHAIR 2.00 X X 0 0 0 MAURA HUGHES 1ST VICE CHAIR 2.00 X X 0 0 0 CRAIG BROWN 2ND VICE CHAIR 2.00 X X 0 0 0 ELISABETH STAHL SECRETARY 2.00 X X 0 0 0 STEVEN MUIR TREASURER 2.00 X X 0 0 0 ROBERT CONRAD DIRECTOR 2.00 X 0 0 0 RICHARD GODDARD DIRECTOR 2.00 X 0 0 0 THOMAS HOLMES DIRECTOR 2.00 X 0 0 0 KENNETH HORNER DIRECTOR 2.00 X 0 0 0 STEPHEN MAHONEY DIRECTOR 2.00 X 0 0 0 DENNIS SCHWARTZ DIRECTOR 2.00 X 0 0 0 MICHAEL STOVSKY DIRECTOR 2.00 X 0 0 0 JOHN WALDECK JR DIRECTOR 2.00 X 0 0 0 STEPHEN WILLIGER DIRECTOR 2.00 X 0 0 0 TAMMY WISE DIRECTOR 2.00 X 0 0 0 HEIDI IHLENFIELD DIRECTOR 2.00 X 0 0 0 MICHAEL CANTOR DIRECTOR 2.00 X 0 0 0 ANDREW FIORELLA DIRECTOR 2.00 X 0 0 0 BRIAN TIPPLE DIRECTOR 2.00 X 0 0 0 DEBORAH WILCOX DIRECTOR 2.00 X 0 0 0 JOSEPHINE NOBLE DIRECTOR 2.00 X 0 0 0 CHARLES LAWRENCE PRESIDENT/CEO 40.00 X 101000 0 0 TIM KASTELIC VP OF FINANCE 40.00 X 38958 0 0 JAMES KOZEL VICE PRESIDENT OF ADVANCEM 40.00 X 96960 0 0 236918 0 0 1 0 0 0 0 314875 1584124 985828 1898999 EARLY CHILDHOOD DEVELO 611600 1079287 1079287 DEPARTMENT OF MUSIC 611600 801138 801138 MUSIC THERAPY 611600 505254 505254 2385679 392699 392699 MISCELLANEOUS REVENUE 611600 89395 89395 RENTAL AND FEE INCOME 532000 12489 12489 101884 4779261 2487563 0 392699 266781 266781 282120 241495 28776 11849 2001153 1712986 204118 84049 44674 38241 4557 1876 269888 231024 27529 11335 160734 137588 16395 6751 13714 13714 43059 12580 29421 1058 48858 18988 28608 1262 190086 155549 30519 4018 26593 7769 18170 654 41730 12192 28512 1026 234241 173713 52584 7944 CONTRACT SERVICES 168365 110546 54318 3501 SUPPLIES 86449 60922 22937 2590 SECURITY 60210 49270 9667 1273 PROFESSIONAL FEES 50905 33423 16423 1059 105895 37207 66128 2560 4095455 3300274 652376 142805 380781 471848 333421 253895 38040 145860 40939 80462 72789 86269 8545979 4386952 3468258 4159027 5968206 6196615 4938000 5333000 15240434 16726976 632088 573176 160022 169712 356250 337500 1148360 1080388 X 2937055 3701510 685101 448547 10469918 11496531 14092074 15646588 15240434 16726976 683806 870708 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10469918 66747 1249348 289482 11496531 10025710 30685 739908 326385 10469918 10855684 11674 -542701 298947 10025710 9279694 24679 1918803 367492 10855684 8817683 32775 774460 345224 9279694 1.00000 1 0 53400 53400 6060890 3071701 2989189 2431689 1315251 1116438 4159027 ASSETS HELD IN TRUST BY OTHERS 5333000 F 5333000 5369474 870708 870708 4498766 13714 266781 280495 4779261 3814960 0 3814960 13714 266781 280495 4095455 PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP/FINANCIAL AID 266,781. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP/FINANCIAL AID 266,781. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SEE PART II PART I, LINE 3 THE MISSION OF THE CLEVELAND MUSIC SCHOOL SETTLEMENT IS TO ENRICH THE LIVES OF PEOPLE OF ALL AGES, BACKGROUNDS AND ABILITIES BY OFFERING ACCESS TO HIGH QUALITY PERFORMING ARTS INSTRUCTION, MUSIC THERAPY AND EARLY CHILDHOOD EDUCATION. THE BY-LAWS STATE THAT "THE MUSIC SETTLEMENT ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW, TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SETTLEMENT. THE MUSIC SETTLEMENT SHALL NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEX, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW, IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND OTHER SCHOOL-ADMINISTERED POLICIES AND PROGRAMS." THE SETTLEMENT HAS BEEN SERVING RACIALLY, ETHNICALLY AND ECONOMICALLY DIVERSE POPULATIONS FOR OVER 98 YEARS AND ITS PRACTICES FOLLOW THE ABOVE STATEMENTS. PART I, LINE 6A ASSISTANCE IS RECEIVED FROM THE FOLLOWING GOVERNMENTAL AGENCIES: OHIO ARTS COUNCIL CUYAHOGA ARTS COUNCIL 1 SCHOLARSHIP AND FINANCIAL AID 217 266781 FMV PART I, LINE 2: EACH YEAR FINANCIAL AID AND SCHOLARSHIP FUNDS ARE MADE AVAILABLE FOR DISTRIBUTION BASED ON BOARD POLICY, BUDGET CONSIDERATIONS AND DONOR'S WISHES. SCHOLARSHIPS ARE DISTRIBUTED TO STUDENTS BASED ON MERIT THROUGH AUDITIONS. FINANCIAL AID IS DISTRIBUTED TO NEEDY STUDENTS BASED ON A SLIDING SCALE INCOME GRID--THE MORE NEEDING STUDENTS RECEIVE A HIGHER PERCENTAGE OF TUITION PAID FOR BY FINANCIAL AID. ANY STUDENT MAY APPLY FOR FINANCIAL AID. X BUILDING AND 1 873743 X MUSICAL INSTR 4 64000 X INVENTORY AND 27 48085 0 0 0 FORM 990, PART III, LINE 1 THE MISSION OF THE MUSIC SETTLEMENT IS TO CREATE A COMMUNITY WHERE ARTISTIC EXPRESSION BELONGS TO EVERYONE BY SERVING THOSE WHO SEEK PERSONAL GROWTH THROUGH THE ARTS. OUR VISION IS TO BE A WELCOMING AND DYNAMIC COMMUNITY SCHOOL THAT SERVES THE ENTIRE COMMUNITY, RICH AND POOR ALIKE, THROUGH EXCELLENT PROGRAMS IN MUSIC AND ARTS INSTRUCTION, MUSIC THERAPY, AND EARLY CHILDHOOD EDUCATION. THE CLEVELAND MUSIC SCHOOL SETTLEMENT WAS FOUNDED IN 1912 BY ALMEDA ADAMS WITH THE SUPPORT OF THE FORTNIGHTLY MUSICAL CLUB AND SEVERAL OF CLEVELAND'S LEADING FAMILIES. WITH GROWING INTEREST IN THE SETTLEMENT MOVEMENT, MISS ADAMS STARTED THE SCHOOL TO PROVIDE HIGH QUALITY MUSIC EDUCATION TO STUDENTS OF ALL AGES REGARDLESS OF THEIR ABILITY TO PAY. ONE HUNDRED YEARS LATER, THE FOUNDERS WOULD BE PLEASED TO KNOW THAT THE MUSIC SETTLEMENT IS NOW ONE OF THE LARGEST COMMUNITY MUSIC SCHOOLS IN THE COUNTRY. THE ORIGINAL MISSION WAS EXPANDED TO OFFER A VARIETY OF ARTS RELATED PROGRAMS TO A DIVERSE STUDENT POPULATION. PROGRAMS BEYOND INSTRUCTION IN MUSIC INCLUDE A NATIONALLY ACCLAIMED MUSIC THERAPY PROGRAM AND ONE OF THE MOST POPULAR EARLY CHILDHOOD EDUCATION PROGRAMS IN CLEVELAND. THE MUSIC SETTLEMENT OFFERS SERVICES AT OUR UNIVERSITY CIRCLE CAMPUS, SCHOOLS AND AGENCIES THROUGHOUT THE GREATER CLEVELAND AREA. ALTOGETHER, THE MUSIC SETTLEMENT BRINGS MUSIC AND THE ARTS INTO THE LIVES OF APPROXIMATELY 3,000 PEOPLE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WAS REVIEWED BY THE FINANCE COMMITTEE IN A SPECIAL MEETING AND A COPY WAS PROVIDED TO ALL BOARD MEMBERS BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE MUSIC SETTLEMENT REQUIRES AN ANNUAL REVIEW AND UPDATE BY BOARD MEMBERS OF THE CONFLICT OF INTEREST POLICY. BOARD AND SENIOR STAFF MEMBERS ANNUALLY SIGN A DOCUMENT WHICH STATES THAT THEY HAVE READ AND ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER POSITION IS REVIEWED ANNUALLY BY BOTH THE CHAIRMAN OF THE BOARD AND THE BOARD EXECUTIVE COMMITTEE. A SALARY ANALYSIS IS COMPLETED AND PRESENTED FOR COMMITTEE REVIEW AND APPROVAL. ALL OTHER OFFICERS ARE REVIEWED ANNUALLY BY THE CHIEF EXECUTIVE OFFICER WHICH INCLUDES A PERFORMANCE ASSESSMENT TO ESTABLISH WHETHER ANNUAL OBJECTIVES (BY POSITION) HAVE BEEN MET. FORM 990, PART VI, SECTION C, LINE 19 THE MUSIC SETTLEMENT MAKES ALL GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.