THE MUSICAL ARTS ASSOCIATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE MUSICAL ARTS ASSOCIATION (EIN 34-0714468)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-15
IRS object ID
201441359349303324
Schema version
2012v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-05-15T09:51:30-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1155 NORTH WACKER DRIVEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN340714468EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1The Musical Arts AssociationBusinessNameLine1
Business Name Line2DBA THE CLEVELAND ORCHESTRABusinessNameLine2
FieldValueIRS element (for citing)
In Care Of Name% JAMES E MENGERInCareOfName
Name ControlMUSINameControl
Phone2162317300Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line111001 Euclid AvenueAddressLine1
Address Line2SuiteAddressLine2
CityClevelandCity
StateOHState
ZIP Code44106ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJAMES MENGERName
TitleASST. TREASURER/CFOTitle
Date Signed2014-05-14DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone3128792000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGARY HANSONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line111001 EUCLID AVENUEAddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code44106ZIPCode
FieldValueIRS element (for citing)
Gross Receipts95670812GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.clevelandorchestra.comWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1925YearFormation
State Legal DomicileOHStateLegalDomicile
Activity Or Mission DescriptionThe core purpose of The Musical Arts Association is to provide inspirational experience by serving the art of music at the highest level of artistic excellence.ActivityOrMissionDescription
Nbr Voting Members Governing Body83NbrVotingMembersGoverningBody
Nbr Independent Voting Members80NbrIndependentVotingMembers
Total Nbr Employees592TotalNbrEmployees
Total Nbr Volunteers1261TotalNbrVolunteers
Total Gross UBI4511TotalGrossUBI
Net Unrelated Business Txbl Income3511NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year28447837ContributionsGrantsPriorYear
Contributions Grants Current Year37569213ContributionsGrantsCurrentYear
Program Service Revenue Prior Year16429914ProgramServiceRevenuePriorYear
Program Service Revenue CY16263581ProgramServiceRevenueCY
Investment Income Prior Year7952289InvestmentIncomePriorYear
Investment Income Current Year10538178InvestmentIncomeCurrentYear
Other Revenue Prior Year393511OtherRevenuePriorYear
Other Revenue Current Year435971OtherRevenueCurrentYear
Total Revenue Prior Year53223551TotalRevenuePriorYear
Total Revenue Current Year64806943TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year32985841SalariesEtcPriorYear
Salaries Etc Current Year32789877SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year502835TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY316572TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year2733344TotalFundrsngExpCurrentYear
Other Expense Prior Year17809851OtherExpensePriorYear
Other Expenses Current Year17144584OtherExpensesCurrentYear
Total Expenses Prior Year51298527TotalExpensesPriorYear
Total Expenses Current Year50251033TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1925024RevenuesLessExpensesPriorYear
Revenues Less Expenses CY14555910RevenuesLessExpensesCY
Total Assets BOY223845834TotalAssetsBOY
Total Assets EOY247840211TotalAssetsEOY
Total Liabilities BOY72652458TotalLiabilitiesBOY
Total Liabilities EOY68699089TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY151193376NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY179141122NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE CORE PURPOSE OF THE MUSICAL ARTS ASSOCIATION IS TO PROVIDE INSPIRATIONAL EXPERIENCE BY SERVING THE ART OF MUSIC AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE. THE MUSICAL ARTS ASSOCIATION OPERATES THE CLEVELAND ORCHESTRA, SEVERANCE HALL, AND BLOSSOM MUSIC CENTER.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense23447251Expense
Grants0Grants
Revenue7692919Revenue
DescriptionSEVERANCE HALL SEASON (SEE SCHEDULE O)Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense6007417Expense
Grants0Grants
Revenue1766478Revenue
DescriptionBLOSSOM FESTIVAL (SEE SCHEDULE O)Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense9996331Expense
Grants0Grants
Revenue4306661Revenue
DescriptionTOURS AND RESIDENCIES (SEE SCHEDULE O)Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp3618191TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt0TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev2397523TotalOfOtherProgramServiceRev
Total Program Service Expense43069190TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationtrueBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096188NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees592NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryAUNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members83NbrVotingGoverningBodyMembers
Number Independent Voting Members80NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJAMES E MENGERNamePerson
Telephone Number2162317300TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line111001 EUCLID AVENUEAddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code44106ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (94 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Dennis W LaBarre
President13.00.0XX
Richard J Bogomolny
Chairman13.00.0XX
The Honorable John D Ong
Vice President3.00.0XX
Norma Lerner
Honorary Chair3.00.0XX
Raymond T Sawyer
Secretary3.00.0XX
Beth E Mooney
Treasurer3.00.0XX
George N Aronoff
Resident Trustee1.00.0X
Dr Ronald H Bell
Resident Trustee1.00.0X
Charles P Bolton
Resident Trustee1.00.0X
Dr Jeanette Grasselli Brown
Resident Trustee2.00.0X
Helen Rankin Butler
Resident Trustee1.00.0X
Scott Chaikin
Resident Trustee1.00.0X
Paul G Clark
Resident Trustee1.00.0X
Owen M Colligan
Resident Trustee1.00.0X
Robert D Conrad
Resident Trustee1.00.0X
Matthew V Crawford
Resident Trustee2.00.0X
Alexander M Cutler
Resident Trustee2.00.0X
Terrance CZ Egger
Resident Trustee1.00.0X
Dr Hiroyuki Fujita
Resident Trustee1.00.0X
Paul G Greig
Resident Trustee1.00.0X
Robert K Gudbranson
Resident Trustee1.00.0X
Iris Harvie
Resident Trustee1.00.0X
Jeffrey A Healy
Resident Trustee1.00.0X
Stephen H Hoffman
Resident Trustee1.00.0X
David j Hooker
Resident Trustee2.00.0X
Michael J Horvitz
Resident Trustee2.00.0X
Marguerite B Humphrey
Resident Trustee1.00.0X
David P Hunt
Resident Trustee1.00.0X
Christopher Hyland
Resident Trustee1.00.0X
James D Ireland III
Resident Trustee1.00.0X
Trevor o Jones
Resident Trustee1.00.0X
Betsy Juliano
Resident Trustee1.00.0X
Jean C Kalberer
Resident Trustee1.00.0X
Nancy F Keithley
Resident Trustee1.00.0X
Douglas A Kern
Resident Trustee2.00.0X
John D Koch
Resident Trustee1.00.0X
S Lee Kohrman
Resident Trustee1.00.0X
Charlotte R Kramer
Resident Trustee1.00.0X
Virginia M Lindseth
Resident Trustee2.00.0X
Alex Machaskee
Resident Trustee2.00.0X
Robert P Madison
Resident Trustee1.00.0X
Nancy W McCann
Resident Trustee2.00.0X
Thomas F McKee
Resident Trustee1.00.0X
John C Morley
Resident Trustee2.00.0X
Donald W Morrison
Resident Trustee1.00.0X
Margaret Fulton Mueller
Resident Trustee1.00.0X
Gary Oatey
Resident Trustee1.00.0X
Katherine T O'Neill
Resident Trustee1.00.0X
Larry Pollock
Resident Trustee2.00.0X
Alfred M Rankin Jr
Resident Trustee2.00.0X
Clara Rankin
Resident Trustee1.00.0X
Audrey Gilbert Ratner
Resident Trustee2.00.0X
Charles A Ratner
Resident Trustee1.00.0X
James S Reid Jr
Resident Trustee1.00.0X
Barbara S Robinson
Resident Trustee2.00.0X
Paul A Rose
Resident Trustee1.00.0X
Steven M Ross
Resident Trustee1.00.0X
Luci Schey
Resident Trustee1.00.0X
Neil Sethi
Resident Trustee1.00.0X
Hewitt B Shaw Jr
Resident Trustee1.00.0X
Richard K Smucker
Resident Trustee1.00.0X
R Thomas Stanton
Resident Trustee1.00.0X
Thomas A Waltermire
Resident Trustee1.00.0X
Geraldine B Warner
Resident Trustee1.00.0X
Paul E Westlake Jr
Resident Trustee1.00.0X
David A Wolfort
Resident Trustee1.00.0X
Virginia Nord Barbato
Non-resident Trustee1.00.0X
Wolfgang C Berndt
Non-resident Trustee1.00.0X
Laurel Blossom
Non-resident Trustee1.00.0X
Richard Gridley
Non-resident Trustee1.00.0X
George Gund III
Non-resident Trst thru 1/15/131.00.0X
Loren W Hershey
Non-resident Trustee1.00.0X
Herbert Kloiber
Non-resident Trustee1.00.0X
Ludwig Scharinger
Non-resident Trustee1.00.0X
Carolyn Dessin
Trustee Ex-Officio1.00.0X
Beth Schreibman Gehring
TrST Ex-Officio THRU 5/31/131.00.0X
Fay A Heston
Trustee Ex-Officio1.00.0X
Ruth Ann Krutz
TrST Ex-Officio thru 9/20/121.00.0X
Dr Lester A Lefton
Trustee Ex-Officio1.00.0X
Barbara R Snyder
Trustee Ex-Officio1.00.0X
CHRISTOPHER M KELLY
RESIDENT TRUSTEE1.00.0X
JEFFREY M WEISS
RESIDENT TRUSTEE1.00.0X
NORMAN E WELLS
RESIDENT TRUSTEE1.00.0X
MILTON S MALTZ
RESIDENT TRUSTEE1.00.0X
SHIRLEY B DAWSON
TRUSTEE EX-OFFICIO1.00.0X
CLAIRE FRATTARE
TRUSTEE EX-OFFICIO1.00.0X
James E Menger
Assistant Treasurer/CFO50.03.0X206890056048
Rosemary H Klena
Assist. Secretary/Admin Assist45.00.0X70495020174
Gary Hanson
Executive Director60.03.04551890139760X
William WARREN Preucil
Musician40.00.0478056052920X
Richard King
Musician40.00.0236067044772X
Franklin Cohen
Musician40.00.0253286043753X
Michael Sachs
Musician40.00.0259482048970X
Joshua Smith
Musician40.00.0244916034209X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2204381TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation440606TotalOtherCompensation
Number Individuals GT100 K115NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensationAddress Line1AddressOfContractor/AddressForeign/AddressLine1CityAddressOfContractor/AddressForeign/CityProvince Or StateAddressOfContractor/AddressForeign/ProvinceOrStateCountryAddressOfContractor/AddressForeign/Country
Franz Welser-Most
11001 Euclid AvenueCLEVELANDOH44106Music Director907829
Tour Arts
2829 Bridgeway Suite 205SAUSALITOCA94965tour presenter844515
Opus 3 Artists
Park Ave South 9th FloorNEW YORKNY10016Artistic Perf. Fees674725
artsmarketing services inc
telefund/marketing497881260 EAST KING STREETTORONTOONTARIO M5A 4L5CA
NAC TECHNOLOGIES LLC
3615 SUPERIOR AVE BLDG 42 3RD FLOOCLEVELANDOH44114AUDIO EQUIP/MAINT.383749
FieldValueIRS element (for citing)
Number Of Contractors GT100 K39NumberOfContractorsGT100K
Fundraising Events160581FundraisingEvents
Related Organizations2851177RelatedOrganizations
Government Grants2247238GovernmentGrants
All Other Contributions32310217AllOtherContributions
Noncash Contributions1415443NoncashContributions
Total Contributions37569213TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
CONCERT REVENUE7111301528513115285131
HALL INCOME711130804805704805$100,000
BROADCAST / RECORDING711130173645173645
FieldValueIRS element (for citing)
Total Program Service Revenue16263581TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2463600TotalRevenueColumn
Exclusion$2,463,600ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities38312000Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities30237422Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities8074578Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column8074578TotalRevenueColumn
Exclusion$8,074,578ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events821565GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events160581CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses493543FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column328022TotalRevenueColumn
Exclusion$328,022ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Sales Of Inventory236342GrossSalesOfInventory
Cost Of Goods Sold132904CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column103438TotalRevenueColumn
Exclusion$103,438ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenue
GLIDDEN HOUSE PARTNERS, LTD72100044964496
DAVIDSON KEMPNER7210001515
FieldValueIRS element (for citing)
Total Other Revenue4511TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column64806943TotalRevenueColumn
Related Or Exempt Function Income16163581RelatedOrExemptFunctionIncome
Unrelated Business Revenue4511UnrelatedBusinessRevenue
Exclusion$11,069,638ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total954761Total
Management And General954761ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total23943362Total
Program Services21494060ProgramServices
Management And General968938ManagementAndGeneral
Fundraising1480364Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total4041911Total
Program Services3643437ProgramServices
Management And General357787ManagementAndGeneral
Fundraising40687Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total2330874Total
Program Services1943527ProgramServices
Management And General219221ManagementAndGeneral
Fundraising168126Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1518969Total
Program Services1301567ProgramServices
Management And General117399ManagementAndGeneral
Fundraising100003Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total527982Total
Program Services416058ProgramServices
Management And General101244ManagementAndGeneral
Fundraising10680Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total224676Total
Management And General224676ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total61735Total
Management And General61735ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total500Total
Management And General500ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total316572Total
Fundraising316572Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total567437Total
Management And General567437ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3543003Total
Program Services3543003ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total1372980Total
Program Services1372980ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total544621Total
Program Services273615ProgramServices
Management And General180882ManagementAndGeneral
Fundraising90124Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total278034Total
Program Services121363ProgramServices
Management And General156671ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total142593Total
Program Services142593ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1338755Total
Program Services1324695ProgramServices
Management And General7553ManagementAndGeneral
Fundraising6507Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total2882237Total
Program Services2841078ProgramServices
Management And General24499ManagementAndGeneral
Fundraising16660Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total80400Total
Program Services42003ProgramServices
Management And General38397ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total186277Total
Management And General186277ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1946869Total
Program Services1557495ProgramServices
Management And General194687ManagementAndGeneral
Fundraising194687Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total57084Total
Management And General57084ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
DIRECT CONCERT EXPENSE23964732396473
OTHER ADMINISTRATIVE EXPENSE92285958517428751308934
MEDIA7006970069

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total50251033Total
Program Services43069190ProgramServices
Management And General4448499ManagementAndGeneral
Fundraising2733344Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY-31257BOY
EOY32938EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY16159897BOY
EOY15967894EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY35915025BOY
EOY47547325EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY818016BOY
EOY893805EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY75000EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY274145BOY
EOY376280EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY319668BOY
EOY316472EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3414290BOY
EOY3573744EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis74178415LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec31612895LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY41893593BOY
EOY42565520EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY90444568BOY
EOY103322917EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY34637889BOY
EOY33168316EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY223845834BOY
EOY247840211EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY39729751BOY
EOY35410121EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY4772707BOY
EOY5138968EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY28150000BOY
EOY28150000EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY72652458BOY
EOY68699089EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY7121639BOY
EOY15694575EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY24806083BOY
EOY35954746EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY119265654BOY
EOY127491801EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY151193376BOY
EOY179141122EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY223845834BOY
EOY247840211EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses14555910ReconcilationRevenueExpenses
Reconciliation Unrealized Invest7413580ReconciliationUnrealizedInvest
Reconcilation Other Changes5978256ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years37868783CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years23468970CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years34099383CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year28447837CurrentTaxYearMinus1Year
Current Tax Year37569213CurrentTaxYear
Total161454186Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years37868783CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years23468970CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years34099383CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year28447837CurrentTaxYearMinus1Year
Current Tax Year37569213CurrentTaxYear
Total161454186Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total22275644AmountsSubstContributorsTotal
Public Support Total170139178542PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2499255CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1835928CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2101533CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2415573CurrentTaxYearMinus1Year
Current Tax Year2463600CurrentTaxYear
Total11315889Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years409CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5444CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6528CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year306CurrentTaxYearMinus1Year
Current Tax Year4511CurrentTaxYear
Total17198Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support172787273TotalSupport
Gross Receipts From Admissions Etc83888879GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.80549PublicSupportPertcentage170
Public Support Pertcent Prior Year0.74838PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteerstrueVolunteers
Paid Staff Or ManagementfalsePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MemberstrueMailingsMembers
Mailings Members$100MailingsMembersAmount
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$400DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB500TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3
Form4720 Filed4912 TaxfalseForm4720Filed4912Tax

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierDescription of Lobbying ActivitiesIdentifier
Return ReferenceSchedule C, Part II-BReturnReference
ExplanationAll activities regarding lobbying activities concentrated on legislative matters only. Direct contact with legislators, their staffs, government officials or legislative bodies by The Musical Arts Association volunteers, employees, trustees, or legal counsel occurred via telephone or an occasional meeting.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance140545000BeginningOfYearBalance
Contributions6322000Contributions
Investment Earnings Or Losses17227000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures7187000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance156907000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance145322000BeginningOfYearBalance
Contributions4379000Contributions
Investment Earnings Or Losses170000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures9326000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance140545000EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance122581000BeginningOfYearBalance
Contributions11582000Contributions
Investment Earnings Or Losses20256000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures9097000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance145322000EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance113141000BeginningOfYearBalance
Contributions6275000Contributions
Investment Earnings Or Losses11013000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures6878000OtherExpenditures
Administrative Expenses970000AdministrativeExpenses
End Of Year Balance122581000EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance123512000BeginningOfYearBalance
Contributions22151000Contributions
Investment Earnings Or Losses-24393000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures7171000OtherExpenditures
Administrative Expenses958000AdministrativeExpenses
End Of Year Balance113141000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.18000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.77000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.05000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1613892OtherCostOrOtherBasis
Book Value1613892BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis65673620OtherCostOrOtherBasis
Depreciation28417350Depreciation
Book Value37256270BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis0OtherCostOrOtherBasis
Book Value0BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis6890903OtherCostOrOtherBasis
Depreciation3195545Depreciation
Book Value3695358BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis0OtherCostOrOtherBasis
Depreciation0Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings42565520TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
ABSOLUTE RETURN EQUITY FUND17435200F
HEDGED EQUITY FUND11760970F
CHARITABLE PERPETUAL TRUSTS3972146F
FieldValueIRS element (for citing)
Total Of Book Value Securities33168316TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability
Total Of Amounts0TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt76563315TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments7413580NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities98374DonatedSrvcAndUseOfFacilities
Other Revenues4248929OtherRevenues
Revenue Not Rptd F99011760883RevenueNotRptdF990
Revenue Subtotal64802432RevenueSubtotal
Other Revenues Not Included4511OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt4511RevenueNotRptdOnFinStmt
Total Revenue Per Form99064806943TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt50981210TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities98374DonatedServicesUseOfFacilities
Other Expenses Included631803OtherExpensesIncluded
Expenses Not Rptd F990730177ExpensesNotRptdF990
Expenses Subtotal50251033ExpensesSubtotal
Total Expenses Per Form99050251033TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Intended Uses of Endowment FundsSchedule D, Part V, Line 4Unrestricted endowment assets consist of funds which have been designated by the Board of Trustees to function as endowment and for which the use of income is not governed by donor-imposed restrictions. Term or temporarily restricted endowment are subject to donor-imposed restrictions that will be met by actions of The Musical Arts Association and/or passage of time. Permanent endowment is subject to donor-imposed restrictions that require the assets be maintained in perpetuity. The use of income and any related appreciation may be subject to restriction by the donor.
FIN 48 (ASC 740) footnote from financial statementsSchedule D, Part X, Line 2The Musical Arts Association adopted FIN 48 (ASC 740) in fiscal year 2008 as required. No disclosures were required under GAAP as The Musical Arts Association does not have any material tax contingencies that required disclosures in the footnotes.
Revenue amounts included on Form 990, not on audited financial statementsSchedule D, Part XI, Line 4bPARTNERSHIP INCOME $4,511
Expense amounts included on audited financial statements, not on Form 990Schedule D, Part XI, Line 2dCost of Goods Sold $132,904 Special Event Expenses $493,543 Defined Benefit Pension Plan Liability Adjustment $3,622,482 ---------- Total $4,248,929 Schedule d, part XII, Line 2D COST OF GOODS SOLD $132,904 SPECIAL EVENT EXPENSES $493,482 Compensation Adjustment 5,356 -------- TOTAL $631,803

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
Europe (Including Iceland and Greenland)Fundraising118224
Europe (Including Iceland and Greenland)Program Services1703645FOREIGN TOUR
FieldValueIRS element (for citing)
Subtotal Amount Spent1821869SubtotalAmountSpent
Total Amount Spent1821869TotalAmountSpent
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierTotal expenditures for activities in regionIdentifier
Return ReferenceSchedule F, Part I, Line 3, column (F)ReturnReference
ExplanationForeign touring expenses are recorded on the accrual basis of accounting in The Musical Arts Association's financial books.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

FieldValueIRS element (for citing)
Name Of IndividualArtsmarketing ServicesNameOfIndividual
ActivityTelefundingActivity
Fundraiser Control Of FundsfalseFundraiserControlOfFunds
Gross Receipts960476GrossReceipts
Amount Retained By Contractor309243AmountRetainedByContractor
Net To Organization651232NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts960476TotalGrossReceipts
Total Retained By Contractors309243TotalRetainedByContractors
Total Net To Organization651232TotalNetToOrganization
Licensed StatesFLLicensedStates
Licensed StatesOHLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1SEV HALL GALANameOfEvent1
Gross Receipts Event1873191GrossReceiptsEvent1
Charitable Contributions Event185261CharitableContributionsEvent1
Gross Revenue Event1787930GrossRevenueEvent1
Other Direct Expenses Event1401372OtherDirectExpensesEvent1
Name Of Event2BLOSSOM GALANameOfEvent2
Gross Receipts Event2108955GrossReceiptsEvent2
Charitable Contributions Event275320CharitableContributionsEvent2
Gross Revenue Event233635GrossRevenueEvent2
Other Direct Expenses Event292171OtherDirectExpensesEvent2
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total982146GrossReceiptsTotal
Charitable Contributions Total160581CharitableContributionsTotal
Gross Revenue Total Events821565GrossRevenueTotalEvents
Other Direct Expenses Total Events493543OtherDirectExpensesTotalEvents
Direct Expense Summary Events493543DirectExpenseSummaryEvents
Net Income Summary328022NetIncomeSummary

Form990 Schedule G Part IV Form990ScheduleGPartIV

FieldValueIRS element (for citing)
IdentifierDistinguishing Pmts for Prof. Fundraising Services from Exp Pmt or ReimbIdentifier
Return ReferenceSchedule G, Part I, Line 2b, column (v)ReturnReference
ExplanationThe professional fundraising agreement with Artsmarketing Services, Inc. stipulates that payments made are for professional fundraising services ($309,243) based upon the agreed upon revenue rate and reimbursement for campaign materials ($7,868).Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
James E Menger
Assistant Treasurer/CFO187031000198590364730195750262938000
Gary Hanson
Executive Director448290000689901220990176610594949000
William WARREN Preucil
Musician47805600000354050175150530976000
Richard King
Musician23606700000287050166970281469000
Franklin Cohen
Musician2532860000038359053940297039000
Michael Sachs
Musician25948200000317050172650308452000
Joshua Smith
Musician2449160000028075061340279125000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Travel for companionsSCHEDULE J, PART I, LINE 1AThe Executive Director's spouse occasionally travels with him attending concerts and other tour specific functions at the expense of the Musical Arts Association. CHARTER TRAVEL EXPLANATION FOR SCHEDULE J, PART I, LINE 1A THE CLELVELAND ORCHESTRA, ON OCCASION, TRAVELS VIA CHARTER FLIGHTS WHEN NECESSARY TO FULFILL FOREIGN OR DOMESTIC TOUR CONCERT SCHEDULING REQUIREMENTS.
COMPENSATION & FRINGE BENEFITSSCHEDULE J, PART II & FORM 990, PART VII, LINE 1AThe compensation and fringe benefits listed for James E. Menger and Rosemary H. Klena are attributable to their status as full-time employees of The Musical Arts Association.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1County of Cuyahoga OhioBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN346000817IssuerEIN
CUSIP Number232263ce1CUSIPNumber
Date Issued2004-01-02DateIssued
Issue Price28150000IssuePrice
Description Of PurposeSee Sch K, Part VIDescriptionOfPurpose
DefeasedfalseDefeased
On Behalf Of IssuerfalseOnBehalfOfIssuer
Pool FinancingfalsePoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Amount Retired0AmountRetired
Amount Bond Defeased0AmountBondDefeased
Total Proceeds28181772TotalProceeds
Amount In Reserve Fund0AmountInReserveFund
Capitalized Interest0CapitalizedInterest
Refunding Escrow0RefundingEscrow
Issuance Costs From Proceeds325105IssuanceCostsFromProceeds
Credit Enhancement889523CreditEnhancement
Working Capital Expenditures0WorkingCapitalExpenditures
Capital Expenditures0CapitalExpenditures
Other Spent Proceeds26967144OtherSpentProceeds
Amount Unspent0AmountUnspent
Year Of Subst Completion2004YearOfSubstCompletion
Current RefundingtrueCurrentRefunding
Advance RefundingfalseAdvanceRefunding
Final Allocation MadetrueFinalAllocationMade
Adequate Books And Recds MaintaindtrueAdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedProperty
Any Lease ArrangementsfalseAnyLeaseArrangements
Mngment Cntrct Bond Financd PrprtyfalseMngmentCntrctBondFinancdPrprty
Any Research AgreementsfalseAnyResearchAgreements
Prcntge Prvt Business Use By Others0PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI0.03100PercentageOfPrvtBusinessReUBI
Total Private Business Use0.03100TotalPrivateBusinessUse
Bond Iss Meet Prvt Security Pay TestfalseBondIssMeetPrvtSecurityPayTest
Change In Use Bond Financed PropfalseChangeInUseBondFinancedProp
Remedial Action TakenfalseRemedialActionTaken
Non Qualified Bond Remed ProcdrstrueNonQualifiedBondRemedProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiled
Rebate Not Due YetfalseRebateNotDueYet
Exception To RebatetrueExceptionToRebate
No Rebate DuefalseNoRebateDue
Variable Rate IssuetrueVariableRateIssue
Hedge Identified In Books And RecdsfalseHedgeIdentifiedInBooksAndRecds

Name Of Hedge Provider NameOfHedgeProvider

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGIC

Name Of GIC Provider NameOfGICProvider

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvested
Written Proc To Monitor ReqstrueWrittenProcToMonitorReqs

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Proc To Undertk Corrective ActiontrueProcToUndertkCorrectiveAction

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierSchedule K, Part I, Column (F)-Description of Purpose for Tax-Exempt BondsIdentifier
Return Reference0ReturnReference
ExplanationSCHEDULE K, PART I, COLUMN (F) - DESCRIPTION OF PURPOSE FOR TAX-EXEMPT BONDS PROCEEDS FROM THE COUNTY OF CUYAHOGA, OHIO ECONOMIC DEVELOPMENT REVENUEExplanation

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonJAMES E MENGERNamePerson
Relationship With OrganizationCFORelationshipWithOrganization
Purpose Of LoanEMPLOYMENTPurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$75,000OriginalPrincipalAmount
Balance Due75000BalanceDue
DefaultfalseDefault
Approved By BoardtrueApprovedByBoard
Written AgreementtrueWrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due75000TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
The Plain Dealer
See Part V141918Advertising Servicesfalse
KeyCorp
See Part V356467Banking, Investment Mgmt, CCfalse
wclv
SEE PART V111220RADIO AND BROADCAST SERVICESfalse

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierBusiness Transactions Involving Interested PersonsIdentifier
Return ReferenceSchedule L, Part IVReturnReference
Explanation(a) Name of Interested Person: The Plain Dealer (b) Relationship: Terrance C.Z. Egger, President/Publisher of The Plain Dealer & Resident Trustee of MAA (c) Amount: 141,918 (d) Description: Advertising Services (e) Sharing of Organization's Revenues: No (a) Name of Interested Person: KeyCorp (b) Relationship: Beth E. Mooney, Chairman and Chief Executive Officer of KeyCorp & Treasurer of MAA (c) Amount: 356,467 (d) Description: Banking, Investment Management, Credit Card Processing Services (e) Sharing of Organization's Revenues: No (a) Name of Interested Person: WCLV (b) Relationship: ROBERT D. CONRAD, PRESIDENT OF WCLV AND RESIDENT TRUSTEE OF MAA (c) Amount: 111,220 (d) Description: Radio and Broadcast Services (e) Sharing of Organization's Revenues: No PURPOSE OF Loans to/FROM INTERESTED PERSONS SCHEDULE L, PART II RETENTION FOR MULTI-YEAR PERIOD.Explanation

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions38NumberOfContributions
Noncash Contribs Rptd F9901415443NoncashContribsRptdF990
Method Of Determining Revenuescost/selling priceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Description of Program Service Activity #1Form 990, Part III, Line 4aLed by music director Franz Welser-Most, the 2012-13 season built on a long-running commitment to diversity in programming in order to reach and inspire an even greater number of music enthusiasts. Repertoire showcased the large-scale, expansive works of Berlioz, Dvorak, Mahler, Shostakovich, and Tchaikovsky. Offering a twist on traditional orchestra music, Celebrity Series featured jazz legend Al Jarreau, a holiday performance by Pink Martini with an international flair, vocalist Patti Austin paying homage to Ella Fitzgerald and Duke Ellington, and the Orchestra performing alongside Charlie Chaplin's Modern Times. Through an ongoing commitment to support the advancement of contemporary classical music, the Orchestra premiered new works by composers Matthias Pintscher and Sean Shepherd. DESCRIPTION OF PROGRAM SERVICE ACTIVITY #2 FORM 990, PART III, LINE 4B The 2012 Blossom Music Festival featured 16 concerts from July 3 through September 2, 2012. Traditional classical programs included Grammy-winning Emmanuel Ax performing Mozart, Gil Shaham stunning crowds with Beethoven's Fifth, and Yuja Wang performing Tchaikovsky's Piano Concerto No. 1 in B-flat minor. The season included unique collaborations to appeal to wider audiences such as Time for Three, a classically trained garage band; Preservation Hall Jazz Band; And the Beat Goes On!, hits and popular television themes from the 1960s; and an evening of opera's "greatest hits." The number of tickets per concert went up 8% compared to the previous year and 2,804 households attended Blossom for the first time. DESCRIPTION OF PROGRAM SERVICE ACTIVITY #3 FORM 990, PART III, LINE 4C In August and early September 2012, The Cleveland Orchestra and Franz Welser-Mst embarked on a tour of European Festivals, their twelfth international tour together. The tour included performances at the music festivals of Edinburgh, Stuttgart, Grafenegg, and Salzburg. The Orchestra also performed two concerts at the Abbey of St. Florian near Linz, Austria, where they recorded Bruckners Fourth Symphony for DVD release. The Orchestras concert activities away from home also featured a performance at New Yorks Carnegie Hall, and concerts in Chapel Hill, North Carolina, and in Naples and Sarasota, Florida. In January 2013, the Orchestra also participated in its second residency at Indiana Universitys Jacobs School of Music. In addition, the Cleveland Orchestras annual residency in Miami, Florida expanded in its seventh season from three to four weekends of subscription concerts. The 2012-13 season at Miamis Arsht Center for the Performing Arts of Miami-Dade County featured three weekends conducted by Franz Welser-Mst and one with the residencys principal guest conductor, Giancarlo Guerrero.
Description of Other Program ServicesForm 990, Part III, Line 4dThe Cleveland Orchestras Education and Community programs served over 63,500 individuals during 2012-13. Education programs included Education Concerts at Severance Hall; the Youth Orchestra and Youth Chorus programs; in-school concerts at area High Schools; in-school teaching partnerships with elementary and pre-schools; master classes and open rehearsals for college students; and concert previews and music study groups for adult learners. Free community concerts included a July 4th concert in downtown Cleveland and a Martin Luther King, Jr. Celebration Concert at Severance Hall.
Description of RelationshipsForm 990, Part VI, Line 2ALFRED M. RANKIN, JR. AND CLARA T. RANKIN - FAMILY RELATIONSHIP ALFRED M. RANKIN, JR. AND HELEN RANKIN BUTLER - FAMILY RELATIONSHIP CLARA T. RANKIN, AND HELEN RANKIN BUTLER - FAMILY RELATIONSHIP
Description of Classes of Members or StockholdersForm 990, Part VI, Line 6Membership in The Musical Arts Association ("ASSOCIATION") consists of two classes: (1) Voting Members and (2) Sustaining Members. The term "MEMBERS" shall refer only to Voting Members, unless otherwise specifically designated. The Voting Members consist of individuals who from time to time are serving as the Trustees of the ASSOCIATION. Sustaining Members serve annually for a term of one year on the basis of having paid such level of annual financial support to the ASSOCIATION as the Board of Trustees may from time to time prescribe. Sustaining Members shall be entitled to notice of, and to attend, the annual meeting.
Description of Classes of Persons and the Nature of Their RightsForm 990, Part VI, Line 7aThe Voting Members shall exercise all the rights and privileges and shall have all the responsibilities of MEMBERS under Ohio nonprofit corporate law. Only Voting Members shall be counted as MEMBERS for voting and quorum purposes. Sustaining Members shall not be counted as MEMBERS for voting and quorum purposes.
Descr Classes of Persons, Decisions Requiring Appr & Type of Voting RightsForm 990, Part VI, Line 7bThe Board of Trustees shall have general supervision and charge of the property, affairs and finances of the ASSOCIATION. The Board of Trustees may exercise all such powers and do all such things as may be exercised or done by the ASSOCIATION, subject to the provisions of law, the articles of incorporation and the code of regulations. Without limiting the generality of the foregoing, the Board of Trustees shall have the following powers: (A) To purchase or otherwise acquire for the ASSOCIATION any property, rights, or privileges that the ASSOCIATION is authorized to acquire, at such prices, on such terms and conditions, and for such consideration as it shall see fit. (B) To appoint, remove, or suspend, such officers, agents, and employees as it shall see fit, either permanently or temporarily; to terminate the duties of such officers, agents, and employees; to change the salaries or emoluments of such officers, agents, and employees. (C) To appoint any person or persons to accept or hold in trust for the ASSOCIATION any property belonging to the ASSOCIATION or in which the ASSOCIATION is interested, or for any other purpose, and to execute and do all such duties and things as may be required in relation to any such trust. (D) To determine who shall be authorized to sign, on the ASSOCIATION's behalf, bills, notes, receipts, acceptances, endorsements, checks, leases, releases, mortgages, contracts, and other documents. (E) To present or cause to be presented to each annual meeting and to any special meeting, when required by any resolution thereof, a full and clear statement of the affairs and conditions of the ASSOCIATION.
Describe the Process used by Management &/or Governing Body to Review 990Form 990, Part VI, Line 11bMAA Finance Department staff prepare a draft Form 990, which is then reviewed by Ernst & Young, LLP who suggest any revisions considered appropriate. The Form 990 is then updated for any agreed upon revisions. The updated Form 990 is circulated to the Audit Committee, with any suggested revisions that werent agreed upon so noted. At the same time, the Musical Arts Association Trustees are notified that the draft Form 990, in public disclosure form, is available for their review. Trustees are invited to submit any comments they have on the draft Form 990 to Finance Department staff, who will summarize and distribute them to the Audit Committee. The Audit Committee then meets and reviews and discusses the draft Form 990, INCLUDING THE COMPLETE SCHEDULE OF CONTRIBUTORS (SCHEDULE B), with Management and Ernst & Young, LLP. Once final, the Form 990, in public disclosure form, is made available to Musical Arts Association Trustees, and then it is filed with the Internal Revenue Service.
Description of Process to Monitor Transactions for Conflicts of InterestForm 990, Part VI, Line 12cVoting members, trustees and committee members (collectively "TRUSTEES"), officers, and senior management of The Musical Arts Association (ASSOCIATION) are covered under the conflict of interest policy. Documented procedures are in place for handling potential conflicts of interest (1) when a transaction or arrangement is considered by the Board or a committee and (2) when a transaction or arrangement is considered by an officer or senior manager. Also, procedures are in place for identification of potential conflicts of interest in connection with Musical Arts Association transactions or arrangements that trustees, officers, or senior managers (i.e. parties-in-interest) where the following relationships exist: (1) Parties-in-interest are employed by or have a compensation relationship with the person or entity with which the ASSOCIATION has or is negotiating a transaction or arrangement; (2) Parties-in-interest serve in the capacity of Director, Trustee, Officer, Member, Manager, Committee Member, Partner, or other similar position of influence with a for-profit person or entity with which the ASSOCIATION has or is negotiating a transaction or arrangement; (3) Parties-in-interest have an actual or potential ownership or investment interest in a person or entity with which the ASSOCIATION has or is negotiating a transaction or arrangement. Parties-in-interest are required to submit to the ASSOCIATION an annual statement acknowledging receipt and review of the conflict of interest policy and disclosure of potential conflicts of interest. When a Trustee, Officer, or Senior is participating in the consideration of a transaction or other arrangement of the ASSOCIATION by the Board of Trustees or a Board committee, and a potential conflict of interest exists, with respect to such transaction or other arrangement, the Trustee, Officer or Senior Manager: (1) shall disclose to the Trustees or Committee thereof considering the transaction or other arrangement his or her potential conflict of interest; (2) shall present any relevant information of the Trustees or Committee thereof and answer any questions posed by them; and (3) shall excuse himself or herself from the meeting for the discussion and vote by the disinterested trustees or committee members on the transaction or arrangement and all matters related thereto. When an Officer or a Senior Manager is handling a transaction or other arrangement of the ASSOCIATION that will not be placed before the Board or a Board committee, and the Officer or Senior Manager has a potential conflict of interest, the Officer or Senior Manager: (1) shall disclose the potential conflict of interest to the ASSOCIATION's Executive Director, in the case of a Senior Manager, or to the Executive Committee, in the case of an Officer; (2) shall present any relevant information to, and answer any questions posed by, the Executive Director or the Executive Committee; (3) shall not authorize or approve such transaction or other arrangement, and the authorization or approval shall be undertaken by the Executive Director or the Executive Committee. When the Senior Manager with the potential conflict is the Executive Director, the foregoing procedures shall be followed except that the ASSOCIATION's President shall assume the oversight, authorization, and approval of the transaction or arrangement.
Offices & Positions for Which Process was Used, & Year Process was BegunForm 990, Part VI, Line 15aThe compensation subcommittee functions as a subcommittee of the personnel committee and shall evaluate annually and recommend periodically the compensation of the ASSOCIATION's Executive Director and Music Director. Responsibilities include evaluating the Executive Director's and Music Director's performance annually, recommend the annual goals and objectives for the Executive Director, set the Executive Director's and Music Director's compensation and any bonus, relying upon appropriate data as to comparability (including compensation levels paid by similarly situated organizations for functionally comparable positions) prior to making its compensation determination. This process was last undertaken in 2013.
Offices & Positions for Which Process was Used, & Year Process was BegunForm 990, Part VI, Line 15bThe compensation subcommittee reviews the overall compensation program for the Senior Management of the ASSOCIATION established and recommended by the Executive Director. Compensation and any bonuses are set relying upon appropriate data based on comparability (including compensation levels paid by similarly situated organizations for functionally comparable positions). This process was last undertaken in 2013.
Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen PublicForm 990, Part VI, Line 19The ASSOCIATION's audited financial statements are made public upon request to grant-making institutions as part of the grant application request process. Additionally, summary financial information is included in the annual report. The Musical Arts Association's articles of incorporation are on file with the Secretary of State in Ohio.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 9Defined Benefit Pension Plan Liability adjustment $3,622,482 Partnership Revenue ($4,511) Net Asset adjustment for change in status of former supporting organization $2,360,285 ----------- TOTAL $5,978,256

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1THE MUSICAL ARTS ASSOCIATION OF MIAMIBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11444 BISCAYNE BLVDAddressLine1
CityMIAMICity
StateFLState
ZIP Code331321423ZIPCode
FieldValueIRS element (for citing)
EIN205196415EIN
Primary ActivitiesPROVIDE SUPPTPrimaryActivities
Legal Domicile StateFLLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status11APublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrgtrueControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1MUSICAL ARTS ASSOCIATION OF MIAMI INCBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionType
Amount Involved2851177AmountInvolved
Method Of Amt DeterminationACCRUALMethodOfAmtDetermination

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