RAVINIA FESTIVAL ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RAVINIA FESTIVAL ASSOCIATION (EIN 36-6002273)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-07-29
- IRS object ID
- 201542109349300629
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-29T10:58:27-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366002273 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAVINIA FESTIVAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAVI | BusinessNameControlTxt |
| Phone | 8472665000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 418 SHERIDAN ROAD | AddressLine1 |
| City | HIGHLAND PARK | City |
| State | IL | State |
| ZIP Code | 60035 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WELZ KAUFFMAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8472665000 | PhoneNum |
| Signature | 2015-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LU ANN TRAPP | PreparerPersonNm |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2015-07-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WELZ KAUFFMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 418 SHERIDAN ROAD | AddressLine1 |
| City | HIGHLAND PARK | City |
| State | IL | State |
| ZIP Code | 60035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,136,719 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RAVINIA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PRESENT WORLD-CLASS MUSIC, DANCE, THEATRE AND CULTURAL PRESENTATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 72 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 71 | VotingMembersIndependentCnt |
| Total Employee | 796 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $112,111 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$33,972 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,224,669 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,924,582 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,793,429 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,147,274 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,158,492 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,030,161 | CYInvestmentIncomeAmt |
| PY Other Revenue | $765,396 | PYOtherRevenueAmt |
| CY Other Revenue | $601,311 | CYOtherRevenueAmt |
| PY Total Revenue | $38,941,986 | PYTotalRevenueAmt |
| CY Total Revenue | $42,703,328 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,603,378 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,623,460 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,440,488 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,120,547 | PYOtherExpensesAmt |
| CY Other Expenses | $28,744,047 | CYOtherExpensesAmt |
| PY Total Expenses | $36,723,925 | PYTotalExpensesAmt |
| CY Total Expenses | $38,367,507 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,218,061 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,335,821 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $158,356,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $167,359,618 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,945,197 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,368,290 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $153,411,596 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $162,991,328 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | RAVINIA IS AN INTERNATIONALLY RENOWNED, NOT-FOR-PROFIT MUSIC FESTIVAL THAT PRESENTS OUTSTANDING PERFORMANCES BY THE WORLD'S GREATEST ARTISTS. RAVINIA'S PRINCIPAL OBJECTIVES ARE: -TO PRESENT PERFORMANCES OF A FULL RANGE OF CLASSICAL MUSIC IN ITS OPEN-AIR PAVILION AND ENCLOSED RECITAL HALLS, BY THE WORLD'S GREATEST COMPOSERS AND MUSICIANS, ALONG WITH A VARIETY OF OTHER KINDS OF LIGHT CLASSICAL, JAZZ AND POPULAR MUSIC. -TO MAINTAIN A BEAUTIFUL PARK THAT IS WELCOMING TO ALL AND ATTRACTIVE TO FAMILIES IN WHICH THE MUSIC EXPERIENCE IS ENHANCED BY A BEAUTIFUL ENVIRONMENT AND EXCELLENT DINING OPPORTUNITIES.-TO ENABLE GIFTED YOUNG PERFORMERS TO STUDY UNDER GREAT TEACHERS AND PERFORM IN CONCERT SETTINGS.AND TO DEVELOP BROADER AND MORE DIVERSE AUDIENCES FOR CLASSICAL MUSIC THROUGH EDUCATION AND OUTREACH PROGRAMS AND BY MAINTAINING AFFORDABLE TICKET PRICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,470,347 | ExpenseAmt |
| Revenue | $24,098,505 | RevenueAmt |
| Desc | FOUNDED IN 1904, RAVINIA IS THE OLDEST OUTDOOR MUSIC FESTIVAL IN NORTH AMERICA AND PRESENTS A WIDE-RANGING SERIES OF CONCERTS REACHING APPROXIMATELY 600,000 VISITORS OF DIVERSE BACKGROUNDS EACH SUMMER SEASON. CLASSICAL MUSIC IS CENTRAL TO THE MISSION OF RAVINIA, WHICH HAS HOSTED THE CHICAGO SYMPHONY ORCHESTRA IN SUMMER RESIDENCE SINCE 1936. RAVINIA ANNUALLY PRESENTS MORE THAN 120 SEPARATE EVENTS OVER THE SUMMER MONTHS OF JUNE THROUGH SEPTEMBER. CONCERTS RANGE FROM POP, JAZZ, WORLD MUSIC, DANCE AND MUSIC THEATER, WITH A SPECIAL EMPHASIS ON CLASSICAL MUSIC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,239,757 | ExpenseAmt |
| Revenue | $68,295 | RevenueAmt |
| Desc | RAVINIA OPERATES A PROFESSIONAL STUDIES WING, THE STEANS MUSIC INSTITUTE, THROUGH WHICH SERIOUS ARTISTS AROUND THE WORLD COMPETE FOR 70 ANNUAL FULLY PAID FELLOWSHIPS TO HONE THEIR PERFORMANCE TECHNIQUES WITH CELEBRATED MUSIC MASTERS. STEANS IS A RIGOROUS AND ACCLAIMED STUDY PROGRAM IN WHICH THE FINEST UP-AND-COMING MUSICIANS CAN STUDY WITH THE MASTER OF THEIR FIELDS, OFTEN THE VERY ARTISTS PERFORMING AT RAVINIA. PARTICIPANTS GIVE A COMBINATION OF FREE CONCERTS PRIOR TO PAID EVENTS AT RAVINIA FESTIVAL, AS WELL AS LOW-PRICED STAND-ALONE CONCERTS, AFFORDING THEM THE OPPORTUNITY TO EXPERIENCE AUDIENCE REACTION WHILE PROVIDING RAVINIA AUDIENCES A CHANCE TO WITNESS TOMORROW'S STARS TODAY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,293,762 | ExpenseAmt |
| Desc | THROUGH RAVINIA'S REACH*TEACH*PLAY EDUCATION PROGRAMS, OVER 75,000 PEOPLE ARE SERVED EACH YEAR IN THE CHICAGO PUBLIC SCHOOLS AND BEYOND, ENSURING THAT GREAT MUSIC REMAINS ACCESSIBLE TO ALL. RAVINIA PROVIDES PROGRAMS THAT ACCESS AND SPARK A CURIOSITY TO LEARN MORE ABOUT MUSIC. PROGRAMS ARE OFFERED THAT EXPAND THE UNDERSTANDING AND ENJOYMENT OF MUSIC AND PROGRAMS THAT FOSTER THE DEVELOPMENT OF YOUNG MUSICIANS THROUGH TRAINING AND ENCOURAGMENT. RAVINIA PROVIDES MUSIC EDUCATION PROGRAMS TO 18,000 PUBLIC SCHOOL STUDENTS, RETURNING MUSIC TO BUDGET-STRAPPED SCHOOLS IN CHICAGO'S UNDERSERVED NEIGHBORHOODS, FREE FAMILY MUSIC PROGRAMS THROUGH A COMMUNITY CONSERVANCY IN LAWNDALE, AN INTENSE ORCHESTRA TRAINING, SISTEMA TRAINING PROGRAM AT CIRCLE ROCK CHARTER SCHOOL IN CHICAGO, AND A JAZZ SCHOLARS PROGRAM FOR TALENTED HIGH SCHOOL STUDENTS. IN ADDITION, RAVINIA PROVIDES FREE PASSES TO PROVIDE ACCESS TO CONCERTS THROUGHOUT THE SUMMER THROUGH PARTNERSHIPS WITH 200 SOCIAL SERVICE AGENCIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,003,866 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 362 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 796 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 72 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 71 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAVINIA FESTIVAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472665000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 418 SHERIDAN ROAD | AddressLine1 |
| City | HIGHLAND PARK | City |
| State | IL | State |
| ZIP Code | 60035 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (96 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| WELZ KAUFFMAN | |||||||
| PRESIDENT & CEO | 60.00 | Yes (X) | Yes (X) | $641,348 | $0 | $310,275 | |
| ROBERT D KREBS | |||||||
| CHAIRPERSON (10/1/13 - 12/31/13) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN L ANDERSON | |||||||
| CHAIRPERSON (1/1/14 - 9/30/14) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN C BERGHOFF JR | |||||||
| VICE CHAIRMAN (10/1/13 - 12/31/13) | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JENNIFER W STEANS | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KELLY GRIER | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES D ABRAMS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD ACKERMAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| AARON E ALT | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LARRY A BARDEN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN C BERGHOFF JR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DARRYL BRADFORD | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA A CAFARO | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LUTGART CALCOTE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JANE D CASPER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN A CHALLENGER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN M CHIPMAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DON CIVGIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD W COLBURN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BOBBIE B DENISON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE M DENISON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER A DEVENY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANNETTE G DEZELAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TADASHI ENAMI | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CLIFTON FENTON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| VENITA FIELDS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN C FORTSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL M FROY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK D GERSTEIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL R GERVASIO | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES T GLERUM JR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS B GOLDMAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD L GOTTLIEB | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH A GREGOIRE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR W HAHN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY C HAMMES | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JON HARRIS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GREG HART | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BETSY HOLDEN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN D INGRAHAM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY H JACOBS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD D JOHNSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID R KAHNWEILER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH KARLSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER J KLEIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| EMILY T KNIGHT | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LIZ LEFKOFSKY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY M LEIDEN MD PH D | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARCUS LEMONIS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD H LENNY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GARY J LEVIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN C LEVY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HOLLY W MADIGAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ALAN R MAY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PATTY MCGRATH | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT ROB MERRILEES | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LUCY R MINOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TONI-MARIE MONTGOMERY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARY MORELAND | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER NOON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DANIELA OLEARY-GILL | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ALICE M PETERSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DALE R PINKERT | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN RAPPIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL H REISNER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PETER ROBERTS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| AUDREY C RUBINSTEIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J SACKS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| E SCOTT SANTI | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DONNA SCIARAPPA | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JANA R SCHREUDER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN N SEHLER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH SEMINETTA | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD L SEVCIK | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SHANE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ALEJANDRO SILVA | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| AVY H STEIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN A STEPAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS H STONE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NANCY D TALLENT | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANDRES TAPIA | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| EDUARDO TOBON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| REV RICHARD L TOLLIVER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAUL B UHLENHOP | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK A WAGNER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| AUDREY L WEAVER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| J RANDALL WHITE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER L WILLIAMS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS C WRIGHT | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAUL G YOVOVICH | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SHARI MASSEY | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $165,889 | $0 | $12,232 | ||
| PATRICIA FRANK SANDERS | |||||||
| GENERAL MANAGER | 40.00 | $191,255 | $0 | $37,401 | Yes (X) | ||
| NICHOLAS PULLIA | |||||||
| DIRECTOR OF COMMUNICATION | 40.00 | $172,330 | $0 | $26,545 | Yes (X) | ||
| GREGORY E WALTERS | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $181,602 | $0 | $24,555 | Yes (X) | ||
| JAMES M LAING | |||||||
| DIRECTOR OF IT | 40.00 | $153,748 | $0 | $36,167 | Yes (X) | ||
| MICHAEL ROBINSON | |||||||
| TECHNICAL DIRECTOR | 40.00 | $148,595 | $0 | $53,592 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,654,767 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $500,767 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHICAGO SYMPHONY ORCHESTRA | |||||
| 220 S MICHAGAN | CHICAGO | IL | 60064 | MUSICAL | $2,942,313 |
| WB OLSON | |||||
| 3235 ARNOLD LANE | NORTHBROOK | IL | 60062 | BUILDING CONTRACTOR | $1,988,682 |
| LIVE NATION | |||||
| 9348 CIVIC CENTER DR | BEVERLY HILLS | CA | 90210 | MUSICAL | $900,000 |
| NORMOTA INC | |||||
| 1000 FOURTH STREET SUITE 375 | SAN RAFEL | CA | 94901 | MUSICAL | $890,000 |
| CHICAGO TOURING INC | |||||
| 1880 CENTURY PARK E 1600 | LOS ANGELES | CA | 90067 | MUSICAL | $794,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 43 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $16,005 | MembershipDuesAmt |
| Fundraising | $1,358,210 | FundraisingAmt |
| Government Grants | $66,615 | GovernmentGrantsAmt |
| All Other Contributions | $13,483,752 | AllOtherContributionsAmt |
| Noncash Contributions | $796,919 | NoncashContributionsAmt |
| Total Contributions | $14,924,582 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| ADMISSIONS | 711130 | $21,921,441 | $21,921,441 | ||
| PARKING FOR PERFORMANCES | 812930 | $800,383 | $800,383 | ||
| HANDLING FEES | 900099 | $546,700 | $546,700 | ||
| MISC. PROGRAM REVENUE | 900099 | $545,469 | $545,469 | ||
| FOOD SERVICE COMMISSIONS | 722320 | $491,622 | $475,827 | $15,795 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $841,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $807,376 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $34,283 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,147,274 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,231,564 | TotalRevenueColumnAmt |
| Exclusion | $1,231,564 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,739 | TotalRevenueColumnAmt |
| Exclusion | $126,739 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,278 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,278 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,278 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $19,278 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,329,480 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,530,883 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $798,597 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $798,597 | TotalRevenueColumnAmt |
| Exclusion | $798,597 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $602,089 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,358,210 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $535,364 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,725 | TotalRevenueColumnAmt |
| Exclusion | $66,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $755,713 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $367,144 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $388,569 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $345,814 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $42,755 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,703,328 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,166,800 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $112,111 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,499,835 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $956,686 | TotalAmt |
| Program Services | $437,134 | ProgramServicesAmt |
| Management And General | $351,687 | ManagementAndGeneralAmt |
| Fundraising | $167,865 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,636,586 | TotalAmt |
| Program Services | $4,313,455 | ProgramServicesAmt |
| Management And General | $1,556,255 | ManagementAndGeneralAmt |
| Fundraising | $766,876 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,723 | TotalAmt |
| Program Services | $340,356 | ProgramServicesAmt |
| Management And General | $85,124 | ManagementAndGeneralAmt |
| Fundraising | $54,243 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,930 | TotalAmt |
| Program Services | $826,225 | ProgramServicesAmt |
| Management And General | $162,448 | ManagementAndGeneralAmt |
| Fundraising | $94,257 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,535 | TotalAmt |
| Program Services | $338,196 | ProgramServicesAmt |
| Management And General | $76,309 | ManagementAndGeneralAmt |
| Fundraising | $53,030 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,786 | TotalAmt |
| Program Services | $7,996 | ProgramServicesAmt |
| Management And General | $95,790 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,600 | TotalAmt |
| Management And General | $41,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,409 | TotalAmt |
| Management And General | $229,409 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,680,247 | TotalAmt |
| Program Services | $16,942,955 | ProgramServicesAmt |
| Management And General | $341,213 | ManagementAndGeneralAmt |
| Fundraising | $396,079 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,188,206 | TotalAmt |
| Program Services | $1,126,559 | ProgramServicesAmt |
| Fundraising | $61,647 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,609,337 | TotalAmt |
| Program Services | $2,156,250 | ProgramServicesAmt |
| Management And General | $257,914 | ManagementAndGeneralAmt |
| Fundraising | $195,173 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,868 | TotalAmt |
| Program Services | $40,103 | ProgramServicesAmt |
| Management And General | $347,955 | ManagementAndGeneralAmt |
| Fundraising | $1,810 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,268 | TotalAmt |
| Program Services | $485,724 | ProgramServicesAmt |
| Management And General | $60,716 | ManagementAndGeneralAmt |
| Fundraising | $63,828 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,345,046 | TotalAmt |
| Program Services | $1,316,503 | ProgramServicesAmt |
| Management And General | $12,015 | ManagementAndGeneralAmt |
| Fundraising | $16,528 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,465 | TotalAmt |
| Program Services | $142,549 | ProgramServicesAmt |
| Management And General | $1,651 | ManagementAndGeneralAmt |
| Fundraising | $33,265 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,604 | TotalAmt |
| Management And General | $7,604 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,082,514 | TotalAmt |
| Program Services | $1,961,082 | ProgramServicesAmt |
| Management And General | $60,716 | ManagementAndGeneralAmt |
| Fundraising | $60,716 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,423 | TotalAmt |
| Program Services | $349,595 | ProgramServicesAmt |
| Management And General | $68,914 | ManagementAndGeneralAmt |
| Fundraising | $68,914 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIPMENT RENTAL & MAIN | $782,342 | $764,194 | $18,148 |
| LANDSCAPE AND GROUNDS | $183,331 | $183,331 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825,601 | TotalAmt |
| Program Services | $271,659 | ProgramServicesAmt |
| Management And General | $147,685 | ManagementAndGeneralAmt |
| Fundraising | $406,257 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,367,507 | TotalAmt |
| Program Services | $32,003,866 | ProgramServicesAmt |
| Management And General | $3,923,153 | ManagementAndGeneralAmt |
| Fundraising | $2,440,488 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,438,910 | BOYAmt |
| EOY | $14,471,254 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,170 | BOYAmt |
| EOY | $1,814,924 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,576 | BOYAmt |
| EOY | $496,750 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,213 | BOYAmt |
| EOY | $101,421 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,416 | BOYAmt |
| EOY | $264,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $75,949,986 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,717,278 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,776,307 | BOYAmt |
| EOY | $41,232,708 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,116,350 | BOYAmt |
| EOY | $37,199,897 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,245,851 | BOYAmt |
| EOY | $71,778,458 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,356,793 | BOYAmt |
| EOY | $167,359,618 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,155,102 | BOYAmt |
| EOY | $2,788,514 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,790,095 | BOYAmt |
| EOY | $1,579,776 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,945,197 | BOYAmt |
| EOY | $4,368,290 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,055,091 | BOYAmt |
| EOY | $121,174,007 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,232,274 | BOYAmt |
| EOY | $12,474,937 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,124,231 | BOYAmt |
| EOY | $29,342,384 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,411,596 | BOYAmt |
| EOY | $162,991,328 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,356,793 | BOYAmt |
| EOY | $167,359,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,335,821 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,243,911 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,744,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,703,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,535,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,224,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,924,582 | CurrentTaxYearAmt |
| Total | $70,132,052 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,146,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,882,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,776,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,244,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,178,788 | CurrentTaxYearAmt |
| Total | $106,227,526 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,890,394 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,585,567 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,311,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,468,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,103,370 | CurrentTaxYearAmt |
| Total | $176,359,578 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $643,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $949,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $938,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,167,849 | CurrentTaxYearAmt |
| Total | $4,299,697 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $643,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $949,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $938,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,167,849 | CurrentTaxYearAmt |
| Total | $4,299,697 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $172,059,881 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,695,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,205,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,208,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,363,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,453,812 | CurrentTaxYearAmt |
| Total | $6,926,763 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,695,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,205,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,208,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,363,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,453,812 | CurrentTaxYearAmt |
| Total | $6,926,763 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,585,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,791,409 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,520,392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,831,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,557,182 | CurrentTaxYearAmt |
| Total | $183,286,341 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93500 | PublicSupportPY509Pct |
| Investment Income CY | 0.03780 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04360 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,925,870 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,755,556 | BeginningYearBalanceAmt |
| Contributions | $218,153 | ContributionsAmt |
| Investment Earnings Or Losses | $7,271,854 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,764,113 | OtherExpendituresAmt |
| Administrative Expenses | $239,800 | AdministrativeExpensesAmt |
| End Year Balance | $100,241,650 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,624,165 | BeginningYearBalanceAmt |
| Contributions | $773,898 | ContributionsAmt |
| Investment Earnings Or Losses | $7,557,425 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,983,055 | OtherExpendituresAmt |
| Administrative Expenses | $216,877 | AdministrativeExpensesAmt |
| End Year Balance | $96,755,556 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,588,912 | BeginningYearBalanceAmt |
| Contributions | $2,191,184 | ContributionsAmt |
| Investment Earnings Or Losses | $10,903,331 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,849,733 | OtherExpendituresAmt |
| Administrative Expenses | $209,529 | AdministrativeExpensesAmt |
| End Year Balance | $92,624,165 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,528,652 | BeginningYearBalanceAmt |
| Contributions | $1,375,590 | ContributionsAmt |
| Investment Earnings Or Losses | $533,979 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,609,434 | OtherExpendituresAmt |
| Administrative Expenses | $239,875 | AdministrativeExpensesAmt |
| End Year Balance | $83,588,912 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,865,714 | BeginningYearBalanceAmt |
| Contributions | $4,591,962 | ContributionsAmt |
| Investment Earnings Or Losses | $6,611,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,315,734 | OtherExpendituresAmt |
| Administrative Expenses | $224,557 | AdministrativeExpensesAmt |
| End Year Balance | $85,528,652 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.61510 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29270 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09220 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,850,890 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,711,623 | DepreciationAmt |
| Book Value | $23,139,267 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,755,176 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,878,665 | DepreciationAmt |
| Book Value | $12,876,511 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,067,542 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,549,973 | DepreciationAmt |
| Book Value | $517,569 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,276,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,577,017 | DepreciationAmt |
| Book Value | $4,699,361 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,232,708 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY MUTUAL FUNDS | $4,894,392 | F |
| BANK COMMON TRUST FUNDS | $30,223,929 | F |
| HEDGE FUNDS (MARKETABLE ALTERNATIVE) | $28,895,789 | F |
| COMMODITY FUTURES | $2,769,390 | F |
| SHORT-TERM INVESTMENTS | $4,994,958 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $71,778,458 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $49,772,714 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,243,911 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,458,331 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $367,144 | OtherRevenueAmt |
| Revenue Not Reported | $7,069,386 | RevenueNotReportedAmt |
| Revenue Subtotal | $42,703,328 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,703,328 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,192,982 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,458,331 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $367,144 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,825,475 | ExpensesNotReportedAmt |
| Expenses Subtotal | $38,367,507 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $38,367,507 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | A DISPLAY OF OUTDOOR SCULPTURES ARE AVAILABLE FOR CONCERT GOERS TO ENJOY WHILE STROLLING THROUGH THE PARK OR PICNICKING ON THE LAWN BEFORE PERFORMANCES. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 367,144. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 367,144. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | HEDGE FUND INVESTMENT | $7,976,753 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | HEDGE FUND INVESTMENT | $23,688,432 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | FUNDRAISING | $25,000 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | $99,794 | TRAVEL TO RESEARCH ARTISTS, AGENTS AND FUTURE PROGRAMMING. |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $15,248 | TRAVEL TO RESEARCH ARTISTS, AGENTS AND FUTURE PROGRAMMING. |
| TRAVEL TO RESEARCH ARTISTS, AGENTS AND FUTURE PROGRAMMING. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $31,805,227 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $31,805,227 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $920,300 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $797,160 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $123,140 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $329,749 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF EVENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $591,798 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $295,899 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $295,899 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $75,978 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $448,201 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $265,151 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $183,050 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $129,637 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,960,299 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,358,210 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $602,089 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $535,364 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $535,364 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $66,725 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WELZ KAUFFMAN | ||||||||||||||
| PRESIDENT & CEO | $580,546 | $0 | $60,000 | $0 | $802 | $0 | $296,348 | $0 | $13,927 | $0 | $951,623 | $0 | $0 | $0 |
| SHARI MASSEY | ||||||||||||||
| DIRECTOR OF FINANCE | $153,889 | $0 | $12,000 | $0 | $0 | $0 | $3,878 | $0 | $8,354 | $0 | $178,121 | $0 | $0 | $0 |
| PATRICIA FRANK SANDERS | ||||||||||||||
| GENERAL MANAGER | $180,255 | $0 | $11,000 | $0 | $0 | $0 | $23,346 | $0 | $14,055 | $0 | $228,656 | $0 | $0 | $0 |
| NICHOLAS PULLIA | ||||||||||||||
| DIRECTOR OF COMMUNICATION | $160,330 | $0 | $12,000 | $0 | $0 | $0 | $18,191 | $0 | $8,354 | $0 | $198,875 | $0 | $0 | $0 |
| GREGORY E WALTERS | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $169,602 | $0 | $12,000 | $0 | $0 | $0 | $13,081 | $0 | $11,474 | $0 | $206,157 | $0 | $0 | $0 |
| JAMES M LAING | ||||||||||||||
| DIRECTOR OF IT | $143,748 | $0 | $10,000 | $0 | $0 | $0 | $16,112 | $0 | $20,055 | $0 | $189,915 | $0 | $0 | $0 |
| MICHAEL ROBINSON | ||||||||||||||
| TECHNICAL DIRECTOR | $148,595 | $0 | $0 | $0 | $0 | $0 | $31,204 | $0 | $22,388 | $0 | $202,187 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS AIR TRAVEL FOR PRESIDENT AND CEO IS ALLOWED ON OCCASION. THE FIRST CLASS UPGRADE IS NORMALLY PROVIDED THROUGH USE OF COMPLIMENTARY UPGRADE CERTIFICATES. |
| PART I, LINE 4B | THE ORGANIZATION ACCRUED $279,303 FOR ITS PRESIDENT AND CEO UNDER A SUPPLEMENTAL DEFERRED COMPENSATION PLAN FOR THE CURRENT YEAR. THE FUNDS ARE SUBJECT TO THE ORGANIZATION'S CREDITORS. BENEFITS UNDER THE PLAN VEST TO THE PRESIDENT AND CEO INCREMENTALLY UNDER A VESTING SCHEDULE. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 69 | ContributionCnt |
| Noncash Contributions Rpt F990 | $624,093 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 0 | $128,826 | FAIR MARKET VALUE |
| Yes (X) | EVENT BEVERAG | 0 | $44,000 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JEANNE M. DENISON AND BOBBIE DENNISON - FAMILY RELATIONSHIP SUSAN LEVY AND AUDREY RUBINSTEIN - FAMILY RELATIONSHIP ARTHUR W. HAHN, TRUSTEE AND ROB MERRILEES, TRUSTEE - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER THE DIRECTOR OF FINANCE AND OUTSIDE COUNSEL REVIEW THE 990 FOR ACCURACY, ALL TRUSTEES OF THE RAVINIA FESTIVAL ARE EMAILED OR MAILED A COPY OF THE 990 FOR REVIEW BEFORE IT IS FILED. A MEETING WAS ALSO SCHEDULED FOR THE INDEPENDENT ACCOUNTANT, MANAGEMENT AND THE AUDIT AND RISK COMMITTEE TO REVIEW AND DISCUSS THE 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS MAILED OUT TO ALL TRUSTEES AT THE BEGINNING OF EACH CALENDAR YEAR. IT IS REQUESTED THAT A FORM BE RETURNED STATING EITHER "NO EXCEPTIONS" OR DISCLOSURE OF ANY POTENTIAL CONFLICTS. ANY DISCLOSURE OF POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE FORWARDED TO THE DIRECTOR OF FINANCE AND ADMINISTRATION AND SUBSEQUENTLY THE CHAIR OF THE AUDIT COMMITTEE FOR REVIEW. IN NO CASE HAS IMMEDIATE CORRECTIVE ACTION BEEN NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | RAVINIA HAS A BOARD COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS STAFF SALARY LEVELS AND APPROVES THE CHAIRMAN'S RECOMMENDATION FOR PRESIDENT AND CEO COMPENSATION. THE COMPENSATION COMMITTEE IS INDEPENDENT OF THE PARTIES WHOSE COMPENSATION IS BEING DETERMINED. THE COMPENSATION COMMITTEE HAS REVIEWED 990 COMPENSATION DATA FOR OTHER CULTURAL INSTITUTIONS AND COMPENSATION SURVEY DATA FROM A LEADING CONSULTING FIRM IN THE AREA. ALL DETERMINATIONS ARE DOCUMENTED WITHOUT ANY INTERESTED PARTIES PRESENT. PERIODICALLY THE COMPENSATION LEVELS FOR KEY EMPLOYEES AND ALL OTHER STAFF POSITIONS ARE ANALYZED AGAINST VARIOUS BENCHMARKS. THE COMPENSATION IS DETERMINED INDEPENDENT OF THE PARTIES WHOSE COMPENSATION IS BEING DETERMINED AND DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE HANDED OUT TO ALL TRUSTEES AT THE ANNUAL MEETING. ALL MEMBERS NOT IN ATTENDANCE GET THE REPORTS MAILED TO THEM. |
| FORM 990, PART IX, LINE 11G | ARTIST/FACULTY FEES: PROGRAM SERVICE EXPENSES 14,960,557. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,221. TOTAL EXPENSES 14,965,778. POLICE SERVICES: PROGRAM SERVICE EXPENSES 680,639. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 680,639. OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 39,602. MANAGEMENT AND GENERAL EXPENSES 100,960. FUNDRAISING EXPENSES 89,541. TOTAL EXPENSES 230,103. GENERAL CONSULTANTS: PROGRAM SERVICE EXPENSES 497,191. MANAGEMENT AND GENERAL EXPENSES 240,253. FUNDRAISING EXPENSES 301,317. TOTAL EXPENSES 1,038,761. MISC. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 764,966. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 764,966. |
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