RAVINIA FESTIVAL ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RAVINIA FESTIVAL ASSOCIATION (EIN 36-6002273)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-07-31
- IRS object ID
- 201412129349301666
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-07-31T17:00:08-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366002273 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAVINIA FESTIVAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RAVI | NameControl |
| Phone | 8472665000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WELZ KAUFFMAN | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 8472665000 | Phone |
| Date Signed | 2014-07-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LU ANN TRAPP | Name |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | Phone |
| Date Prepared | 2014-07-28 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WELZ KAUFFMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 57717592 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.RAVINIA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1936 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO PRESENT WORLD-CLASS MUSIC, DANCE, THEATRE AND CULTURAL PRESENTATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 78 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 77 | NbrIndependentVotingMembers |
| Total Nbr Employees | 762 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | 289452 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 18749 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12535310 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13224669 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18925476 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23793429 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1521355 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1158492 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 196661 | OtherRevenuePriorYear |
| Other Revenue Current Year | 765396 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33178802 | TotalRevenuePriorYear |
| Total Revenue Current Year | 38941986 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8126768 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8603378 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2049719 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22034368 | OtherExpensePriorYear |
| Other Expenses Current Year | 28120547 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30161136 | TotalExpensesPriorYear |
| Total Expenses Current Year | 36723925 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3017666 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2218061 | RevenuesLessExpensesCY |
| Total Assets BOY | 149221217 | TotalAssetsBOY |
| Total Assets EOY | 158356793 | TotalAssetsEOY |
| Total Liabilities BOY | 4433885 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4945197 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 144787332 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 153411596 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 29330944 | Expense |
| Revenue | 22656807 | Revenue |
| Description | 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. RAVINIA HAS ALSO DEVELOPED EXTENSIVE EDUCATION AND COMMUNITY PARTNERSHIP PROGRAMS, RETURNING MUSIC TO BUDGET-STRAPPED SCHOOLS IN CHICAGO'S UNDER-SERVED NEIGHBORHOODS AND OPERATING A COMMUNITY CONSERVATORY IN LAWNDALE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1327880 | Expense |
| Revenue | 43987 | Revenue |
| Description | RAVINIA OPERATES A PROFESSIONAL STUDIES WING, THE STEANS MUSIC INSTITUTE, THROUGH WHICH SERIOUS ARTISTS AROUND THE WORLD COMPETE FOR COVETED SLOTS 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1295038 | Expense |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 31953862 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 315 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 762 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 78 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 77 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAVINIA FESTIVAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8472665000 | TelephoneNumber |
Address US AddressUS
| 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) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (94 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| WELZ KAUFFMAN | |||||||
| PRESIDENT & CEO (SEE SCHEDULE O) | 60.00 | X | X | 1085312 | 0 | 280507 | |
| ROBERT D KREBS | |||||||
| CHAIRPERSON | 5.00 | X | X | 0 | 0 | 0 | |
| JOHN L ANDERSON | |||||||
| EXECUTIVE VICE CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |
| JOHN C BERGHOFF JR | |||||||
| VICE CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |
| JENNIFER W STEANS | |||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| KELLY GRIER | |||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| MARK BERGSRUD | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DARRYL BRADFORD | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DEBRA A CAFARO | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| LUTGART CALCOTE | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JANE D CASPER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| ADELA CEPEDA | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JOHN A CHALLENGER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| STEPHEN M CHIPMAN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DON CIVGIN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| RICHARD W COLBURN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JEANNE M DENISON | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| CHRISTOPHER A DEVENY | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| ANNETTE G DEZELAN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| TADASHI ENAMI | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| CLIFTON FENTON | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| VENITA FIELDS | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JOHN C FORTSON | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MICHAEL M FROY | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MARK D GERSTEIN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MICHAEL R GERVASIO | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JAMES T GLERUM JR | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| LOUIS B GOLDMAN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| HOWARD L GOTTLIEB | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JOSEPH A GREGOIRE | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| ARTHUR W HAHN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JEFFREY C HAMMES | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JON HARRIS | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| GREG HART | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| BETSY HOLDEN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| KATHRYN D INGRAHAM | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JEFFREY H JACOBS | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| RICHARD D JOHNSON | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DAVID R KAHNWEILER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| CHRISTOPHER J KLEIN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| EMILY T KNIGHT | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| KARA LONGO KORTE | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| LIZ LEFKOFSKY | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JEFFREY M LEIDEN MD PHD | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MARCUS LEMONIS | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| RICHARD H LENNY | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| GARY J LEVIN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| SUSAN C LEVY | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| HAROLD R TIP LIFVENDAHL | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JAMES W MABIE | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| HOLLY W MADIGAN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| ALAN R MAY | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| ROBERT ROB MERRILEES | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| LUCY R MINOR | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| TONI-MARIE MONTGOMERY | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MARY MORELAND | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| CHRISTOPHER NOON | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DANIELA O'LEARY-GILL | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| ALICE M PETERSON | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DALE R PINKERT | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| STEPHEN RAPPIN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| BRUCE V RAUNER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DANIEL H REISNER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| LARRY D RICHMAN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| PETER ROBERTS | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| AUDREY C RUBINSTEIN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MICHAEL J SACKS | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| E SCOTT SANTI | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JANA R SCHREUDER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| STEPHEN N SEHLER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JOSEPH SEMINETTA | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| RICHARD L SEVCIK | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DAVID SHANE | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| ALEJANDRO SILVA | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| AVY H STEIN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JOHN A STEPAN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| THOMAS H STONE | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| NANCY D TALLENT | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| ANDRES TAPIA | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| REV RICHARD L TOLLIVER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| PAUL B UHLENHOP | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MARK A WAGNER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MICHAEL WAKS | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| J RANDALL WHITE | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| CHRISTOPHER L WILLIAMS | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| THOMAS C WRIGHT | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| PAUL G YOVOVICH | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| BERNADETTE PETRAUSKAS | |||||||
| PRIOR DIRECTOR OF FINANCE | 40.00 | X | 146825 | 0 | 20376 | ||
| SHARI MASSEY | |||||||
| DIRECTOR OF FINANCE | 40.00 | X | 51456 | 0 | 1165 | ||
| PATRICIA FRANK SANDERS | |||||||
| GENERAL MANAGER | 40.00 | 185868 | 0 | 33966 | X | ||
| GREGORY E WALTERS | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 164684 | 0 | 28699 | X | ||
| JAMES M LAING | |||||||
| DIRECTOR OF IT | 40.00 | 149255 | 0 | 28270 | X | ||
| NICHOLAS PULLIA | |||||||
| DIRECTOR OF COMMUNICATION | 40.00 | 140031 | 0 | 20201 | X | ||
| MICHAEL ROBINSON | |||||||
| TECHNICAL DIRECTOR | 40.00 | 133998 | 0 | 40199 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2057429 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 453383 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHICAGO SYMPHONY ORCHESTRA | |||||
| 67 E ADAMS | CHICAGO | IL | 60064 | MUSICAL | 2771990 |
| WB OLSON | |||||
| 3235 ARNOLD LANE | NORTHBROOK | IL | 60062 | BUILDING CONTRACTOR | 1042094 |
| WOODSHED MUSIC INC | |||||
| 475 PARK AVE S 24TH FL | NEW YORK | NY | 10018 | MUSICAL | 924361 |
| TISBURY TOURS INC | |||||
| 360 HAMILTON AVE 100 | WHITE PLAINS | NY | 10601 | MUSICAL | 850954 |
| SHOW SERVICES INC | |||||
| 262 SHORE COURT | BURR RIDGE | IL | 60527 | TECHNICAL/PRODUCTION | 314687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 49 | NumberOfContractorsGT100K |
| Membership Dues | 16970 | MembershipDues |
| Fundraising Events | 1324421 | FundraisingEvents |
| Government Grants | 59200 | GovernmentGrants |
| All Other Contributions | 11824078 | AllOtherContributions |
| Noncash Contributions | 1654467 | NoncashContributions |
| Total Contributions | 13224669 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| ADMISSIONS | 711130 | 21716644 | 21716644 | ||
| PARKING FOR PERFORMANCES | 812930 | 678299 | $678,299 | ||
| HANDLING FEES | 900099 | 592417 | 592417 | ||
| FOOD SERVICE COMMISSIONS | 722320 | 578504 | $513,898 | 64606 | |
| FAC SERV FEES | 711300 | 183578 | 17433 | 166145 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43987 | TotalRevenueColumn |
| Related Or Exempt Function Income | 43987 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23793429 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1220498 | TotalRevenueColumn |
| Exclusion | $1,220,498 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 123067 | TotalRevenueColumn |
| Exclusion | $123,067 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 19500 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 19500 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19500 | TotalRevenueColumn |
| Unrelated Business Revenue | 19500 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17976669 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18038675 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -62006 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -62006 | TotalRevenueColumn |
| Exclusion | -$62,006 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 565966 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1324421 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 312651 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 253315 | TotalRevenueColumn |
| Exclusion | $253,315 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 793794 | GrossSalesOfInventory |
| Cost Of Goods Sold | 424280 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 369514 | TotalRevenueColumn |
| Related Or Exempt Function Income | 330313 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 39201 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38941986 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22700794 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 289452 | UnrelatedBusinessRevenue |
| Exclusion | $2,727,071 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 898331 | Total |
| Program Services | 339255 | ProgramServices |
| Management And General | 389449 | ManagementAndGeneral |
| Fundraising | 169627 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5913315 | Total |
| Program Services | 4873912 | ProgramServices |
| Management And General | 352735 | ManagementAndGeneral |
| Fundraising | 686668 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 496754 | Total |
| Program Services | 419125 | ProgramServices |
| Management And General | 22684 | ManagementAndGeneral |
| Fundraising | 54945 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 750368 | Total |
| Program Services | 356724 | ProgramServices |
| Management And General | 316718 | ManagementAndGeneral |
| Fundraising | 76926 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 544610 | Total |
| Program Services | 414881 | ProgramServices |
| Management And General | 81519 | ManagementAndGeneral |
| Fundraising | 48210 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130717 | Total |
| Management And General | 130717 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52716 | Total |
| Management And General | 52716 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210486 | Total |
| Management And General | 210486 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17127405 | Total |
| Program Services | 16932722 | ProgramServices |
| Management And General | 112982 | ManagementAndGeneral |
| Fundraising | 81701 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1747304 | Total |
| Program Services | 1621872 | ProgramServices |
| Management And General | 4691 | ManagementAndGeneral |
| Fundraising | 120741 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2667021 | Total |
| Program Services | 2337975 | ProgramServices |
| Management And General | 274125 | ManagementAndGeneral |
| Fundraising | 54921 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240691 | Total |
| Program Services | 55573 | ProgramServices |
| Management And General | 185118 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 565755 | Total |
| Program Services | 455077 | ProgramServices |
| Management And General | 55339 | ManagementAndGeneral |
| Fundraising | 55339 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1187491 | Total |
| Program Services | 916456 | ProgramServices |
| Management And General | 258507 | ManagementAndGeneral |
| Fundraising | 12528 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 310013 | Total |
| Program Services | 379 | ProgramServices |
| Fundraising | 309634 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7604 | Total |
| Management And General | 7604 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2307921 | Total |
| Program Services | 1846337 | ProgramServices |
| Management And General | 230792 | ManagementAndGeneral |
| Fundraising | 230792 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279990 | Total |
| Program Services | 223992 | ProgramServices |
| Management And General | 27999 | ManagementAndGeneral |
| Fundraising | 27999 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| EQUIPMENT RENTAL & MAIN | 784004 | 783455 | 549 |
| LANDSCAPE AND GROUNDS | 137478 | 137478 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363951 | Total |
| Program Services | 238649 | ProgramServices |
| Management And General | 5614 | ManagementAndGeneral |
| Fundraising | 119688 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36723925 | Total |
| Program Services | 31953862 | ProgramServices |
| Management And General | 2720344 | ManagementAndGeneral |
| Fundraising | 2049719 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9156093 | BOY |
| EOY | 16438910 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3779936 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2638550 | BOY |
| EOY | 2065170 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74130 | BOY |
| EOY | 419576 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62793 | BOY |
| EOY | 56213 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413949 | BOY |
| EOY | 238416 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 72042235 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 32265928 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37670056 | BOY |
| EOY | 39776307 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43290105 | BOY |
| EOY | 39116350 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52135605 | BOY |
| EOY | 60245851 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149221217 | BOY |
| EOY | 158356793 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3131802 | BOY |
| EOY | 3155102 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1302083 | BOY |
| EOY | 1790095 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4433885 | BOY |
| EOY | 4945197 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106651909 | BOY |
| EOY | 113055091 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9768787 | BOY |
| EOY | 11232274 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28366636 | BOY |
| EOY | 29124231 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144787332 | BOY |
| EOY | 153411596 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149221217 | BOY |
| EOY | 158356793 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2218061 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 6406203 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13165611 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15744003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13703488 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12535310 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13224669 | CurrentTaxYear |
| Total | 68373081 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17155685 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18146391 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18882079 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19776089 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24244179 | CurrentTaxYear |
| Total | 98204423 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30321296 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33890394 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32585567 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32311399 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37468848 | CurrentTaxYear |
| Total | 166577504 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 600000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 600000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 643967 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 949623 | CurrentTaxYearMinus1Year |
| Current Tax Year | 938258 | CurrentTaxYear |
| Total | 3731848 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 600000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 600000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 643967 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 949623 | CurrentTaxYearMinus1Year |
| Current Tax Year | 938258 | CurrentTaxYear |
| Total | 3731848 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 162845656 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2118231 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1695051 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1205842 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1208993 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1363065 | CurrentTaxYear |
| Total | 7591182 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2118231 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1695051 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1205842 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1208993 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1363065 | CurrentTaxYear |
| Total | 7591182 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32439527 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35585445 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33791409 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33520392 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38831913 | CurrentTaxYear |
| Total | 174168686 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.93500 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92600 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04360 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05360 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 1906215 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 92624165 | BeginningOfYearBalance |
| Contributions | 773898 | Contributions |
| Investment Earnings Or Losses | 7557425 | InvestmentEarningsOrLosses |
| Other Expenditures | 3983055 | OtherExpenditures |
| Administrative Expenses | 216877 | AdministrativeExpenses |
| End Of Year Balance | 96755556 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 83588912 | BeginningOfYearBalance |
| Contributions | 2191184 | Contributions |
| Investment Earnings Or Losses | 10903331 | InvestmentEarningsOrLosses |
| Other Expenditures | 3849733 | OtherExpenditures |
| Administrative Expenses | 209529 | AdministrativeExpenses |
| End Of Year Balance | 92624165 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 85528652 | BeginningOfYearBalance |
| Contributions | 1375590 | Contributions |
| Investment Earnings Or Losses | 533979 | InvestmentEarningsOrLosses |
| Other Expenditures | 3609434 | OtherExpenditures |
| Administrative Expenses | 239875 | AdministrativeExpenses |
| End Of Year Balance | 83588912 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 77865714 | BeginningOfYearBalance |
| Contributions | 4591962 | Contributions |
| Investment Earnings Or Losses | 6611267 | InvestmentEarningsOrLosses |
| Other Expenditures | 3315734 | OtherExpenditures |
| Administrative Expenses | 224557 | AdministrativeExpenses |
| End Of Year Balance | 85528652 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 77024262 | BeginningOfYearBalance |
| Contributions | 3122646 | Contributions |
| Investment Earnings Or Losses | 1641860 | InvestmentEarningsOrLosses |
| Other Expenditures | 3681311 | OtherExpenditures |
| Administrative Expenses | 241743 | AdministrativeExpenses |
| End Of Year Balance | 77865714 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.61070 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.30100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08830 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39722642 | OtherCostOrOtherBasis |
| Depreciation | 17577301 | Depreciation |
| Book Value | 22145341 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21490301 | OtherCostOrOtherBasis |
| Depreciation | 7003103 | Depreciation |
| Book Value | 14487198 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1103148 | OtherCostOrOtherBasis |
| Depreciation | 830968 | Depreciation |
| Book Value | 272180 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9726144 | OtherCostOrOtherBasis |
| Depreciation | 6854556 | Depreciation |
| Book Value | 2871588 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39776307 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITY MUTUAL FUNDS | 5952083 | F |
| BANK COMMON TRUST FUNDS | 25221970 | F |
| HEDGE FUNDS (MARKETABLE ALTERNATIVE) | 25845200 | F |
| COMMODITY FUTURES | 3226598 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 60245851 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 47167469 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6406203 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1082349 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 736931 | OtherRevenues |
| Revenue Not Rptd F990 | 8225483 | RevenueNotRptdF990 |
| Revenue Subtotal | 38941986 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 38941986 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 38543205 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1082349 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 736931 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1819280 | ExpensesNotRptdF990 |
| Expenses Subtotal | 36723925 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 36723925 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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, 2013 AND 2012, 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 2010. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| SPECIAL EVENT EXPENSES 312,651. COST OF GOODS SOLD 424,280. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| SPECIAL EVENT EXPENSES 312,651. COST OF GOODS SOLD 424,280. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | HEDGE FUND INVESTMENT | 7414052 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | HEDGE FUND INVESTMENT | 18431149 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | FUNDRAISING | 5956 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | 47412 | TRAVEL TO RESEARCH ARTISTS, AGENTS AND FUTURE PROGRAMMING. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 25898569 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 25898569 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 967398 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 890359 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 77039 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 113639 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 422600 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 181454 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 241146 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 125604 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 500389 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 252608 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 247781 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 73408 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1890387 | GrossReceiptsTotal |
| Charitable Contributions Total | 1324421 | CharitableContributionsTotal |
| Gross Revenue Total Events | 565966 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 312651 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 312651 | DirectExpenseSummaryEvents |
| Net Income Summary | 253315 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WELZ KAUFFMAN | ||||||||||||||
| PRESIDENT & CEO (SEE SCHEDULE O) | 575333 | 0 | 56650 | 0 | 453329 | 0 | 272411 | 0 | 8096 | 0 | 1365819 | 0 | 452039 | 0 |
| BERNADETTE PETRAUSKAS | ||||||||||||||
| PRIOR DIRECTOR OF FINANCE | 138825 | 0 | 8000 | 0 | 0 | 0 | 13602 | 0 | 6774 | 0 | 167201 | 0 | 0 | 0 |
| PATRICIA FRANK SANDERS | ||||||||||||||
| GENERAL MANAGER | 175868 | 0 | 10000 | 0 | 0 | 0 | 20947 | 0 | 13019 | 0 | 219834 | 0 | 0 | 0 |
| GREGORY E WALTERS | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | 154684 | 0 | 10000 | 0 | 0 | 0 | 17063 | 0 | 11636 | 0 | 193383 | 0 | 0 | 0 |
| JAMES M LAING | ||||||||||||||
| DIRECTOR OF IT | 140255 | 0 | 9000 | 0 | 0 | 0 | 15251 | 0 | 13019 | 0 | 177525 | 0 | 0 | 0 |
| NICHOLAS PULLIA | ||||||||||||||
| DIRECTOR OF COMMUNICATION | 130031 | 0 | 10000 | 0 | 0 | 0 | 15251 | 0 | 4950 | 0 | 160232 | 0 | 0 | 0 |
| MICHAEL ROBINSON | ||||||||||||||
| TECHNICAL DIRECTOR | 133998 | 0 | 0 | 0 | 0 | 0 | 20100 | 0 | 20099 | 0 | 174197 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. COMPANION TRAVEL WAS PAID FOR A GUEST OF THE PRESIDENT AND CEO FOR ONE TRIP. THIS AMOUNT WAS REPORTED AS TAXABLE INCOME. |
| PART I, LINE 4B | THE ORGANIZATION ACCRUED $235,271 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. THE PRESIDENT AND CEO'S 2012 FORM W-2 INCLUDED A PAY-OUT OF $452,039 REPRESENTING 3 YEARS OF VESTING RELATED TO HIS DEFERRED COMPENSATION PLAN. THIS AMOUNT HAD BEEN PREVIOUSLY ACCRUED AND EXPENSED AS EARNED. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 700000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 60 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 816782 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|
| X | EVENT FOOD AND LIQUOR | 51952 | FAIR MARKET VALUE |
| X | AUCTION ITEMS | 85733 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | 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. | |
| PART VII, COMPENSATION, SECTION A | THE PRESIDENT AND CEO'S 2012 FORM W-2 INCLUDED A PAY-OUT OF $452,039 REPRESENTING 3 YEARS OF VESTING RELATED TO HIS DEFERRED COMPENSATION PLAN. THIS AMOUNT HAD BEEN PREVIOUSLY ACCRUED AND EXPENSED AS EARNED. THE DEFERRED COMPENSATION PLAN WAS APPROVED BY THE COMPENSATION COMMITTEE AND MEASURED AGAINST PLANS FOR SIMILARLY SITUATED ORGANIZATIONS AND EXECUTIVES. | |
| FORM 990, PART IX, LINE 11G | ARTIST/FACULTY FEES: PROGRAM SERVICE EXPENSES 14,744,772. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,744,772. POLICE SERVICES: PROGRAM SERVICE EXPENSES 565,399. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 565,399. OUTSIDE SECURITY: PROGRAM SERVICE EXPENSES 149,513. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149,513. OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 279,754. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 279,754. GENERAL CONSULTANTS: PROGRAM SERVICE EXPENSES 204,760. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 204,760. MISC. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 988,524. MANAGEMENT AND GENERAL EXPENSES 112,982. FUNDRAISING EXPENSES 81,701. TOTAL EXPENSES 1,183,207. | OTHER FEES |
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