2013-05-29T10:15:34-05:00 2012-08-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2011-09-01 411729340 MACPHAIL CENTER FOR MUSIC MACP 6123210100 501 S SECOND STREET MINNEAPOLIS MN 55401 KYLE CARPENTER 6123210100 2013-05-22 1 XIAOYAN LUO P01305207 6123764500 2011 2016-02-25 16:41:14Z KYLE CARPENTER 501 S SECOND STREET MINNEAPOLIS MN 55401 8134791 0 X WWW.MACPHAIL.ORG X 1994 MN ADDRESS THE MUSIC EDUCATIONAL NEEDS OF THE RESIDENTS OF TWIN CITIES METROPOLITAN AREA AND BEYOND. 32 30 271 125 0 0 2638380 2429748 5330730 5677911 75105 5574 -28615 -57450 8015600 8055783 123000 120500 0 0 6328422 6837220 0 60307 954587 2743362 2352674 9194784 9370701 -1179184 -1314918 26125476 25497894 1873145 2577364 24252331 22920530 X TO TRANSFORM LIVES AND ENRICH THE COMMUNITY THROUGH MUSIC EDUCATION. 0 0 7213815 120500 5677911 MACPHAIL CENTER FOR MUSIC TRANSFORMS LIVES AND COMMUNITIES THROUGH EXCEPTIONAL MUSIC LEARNING EXPERIENCES. IT IS OUR VISION TO PROVIDE STUDENTS OF ALL BACKGROUNDS AND ABILITIES ACCESS TO THE FINEST MUSIC LEARNING THROUGH EXTRAORDINARY FACULTY, INNOVATIVE PROGRAMS AND INTEGRATED LEARNING TECHNOLOGY TO CREATE SUCCESSFUL OUTCOMES. WE ACHIEVE THIS IN THREE WAYS: PARTNERSHIPS, PERFORMANCES, AND MUSIC EDUCATION AT OUR MINNEAPOLIS, APPLE VALLEY AND WHITE BEAR LAKE SITES. IN FY12, MACPHAIL DIRECTLY AFFECTED 60,000 LIVES THROUGH PROGRAMS, WORKSHOPS, AND CONCERTS. PARTNERSHIPS: IN THE 2011-2012 ACADEMIC YEAR, MACPHAIL'S COMMUNITY PARTNERSHIPS PROGRAM REACHED 5,200 STUDENTS IN 72 LOCATIONS. THAT REPRESENTS MORE THAN HALF OF ALL MACPHAIL'S STUDENTS. 52% OF THE STUDENTS IN OUR COMMUNITY PARTNERSHIPS PROGRAM QUALIFY FOR FREE AND REDUCED LUNCH. PARTNERSHIP LOCATIONS RANGE FROM THE ECONOMICALLY-CHALLENGED SCHOOLS AND PRESCHOOLS TO HOSPITALS AND ELDER CARE FACILITIES. ONSITE MUSIC INSTRUCTION: IN FY12 MACPHAIL PROVIDED MUSIC EDUCATION TO 5,000 STUDENTS THROUGH OUR ON-SITE LOCATIONS IN MINNEAPOLIS, WHITE BEAR LAKE AND APPLE VALLEY LOCATIONS. TO INCREASE ACCESS FOR STUDENTS IN FY12, MACPHAIL PROVIDED OVER $500,000 IN TUITION ASSISTANCE AND SCHOLARSHIPS TO SUPPORT THE ENROLLMENT OF 741 STUDENTS, REPRESENTING A 13% INCREASE IN FINANCIAL AID FROM THE PREVIOUS YEAR. THE AVERAGE ADJUSTED GROSS INCOME FOR FAMILIES QUALIFYING FOR AIR WAS $39,813. MACPHAIL'S FY12 DEMOGRAPHIC SURVEY SHOWS AN INCREASE OF STUDENTS FROM RACIALLY AND ETHNICALLY DIVERSE BACKGROUND - FROM 21% IN 2009 TO 30% IN 2012. WITH NEW OFFERINGS AND A TEEN ADVISORY COUNCIL (MACTAC), MACPHAIL IS INVESTING IN COMMUNITY LEADERS OF THE FUTURE BY PROVIDING OPPORTUNITIES FOR CREATIVE EXPRESSION AND MEANINGFUL INPUT INTO MACPHAIL OFFERINGS. VOICES OF EXPERIENCE, A CHOIR FOR ADULTS AGED 55 AND OLDER, WAS LAUNCHED AS A PARTNERSHIP BETWEEN MACPHAIL AND THE MINNESOTA CHORALE, ILLUSTRATING AN INCREASE IN ADULT PARTICIPATION AT MACPHAIL. THE PERCENTAGE OF ADULT STUDENTS HAS INCREASED BY 5% SINCE 2009 WITH 26% OF STUDENTS NOW BEING 19 YEARS OR OLDER. PERFORMANCES AND EVENTS: MACPHAIL FEATURES 450 LIVE CONCERTS AND EVENTS EVERY YEAR, REACHING 23,000 GUESTS. IN FY12, MACPHAIL EVENTS INCLUDED THE MACPHAIL SPOTLIGHT SERIES, A SIX-PART PERFORMANCE SERIES SHOWCASING MACPHAIL'S FACULTY AND SPECIAL GUESTS. IN FY12, MACPHAIL CONTINUED THE SUCCESSFUL FREE FAMILY MUSIC SERIES, PROVIDING YOUNG FAMILIES WITH A LIVE CONCERT, FREE SAMPLE LESSONS AND A MUSIC-THEMED ART PROJECT. THIS FOUR-PART SERIES ATTRACTED 860 GUESTS. FOR MORE INFORMATION ABOUT MACPHAIL CENTER FOR MUSIC, PLEASE GO TO WWW.MACPHAIL.ORG. 7213815 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 45 0 1 271 1 0 0 0 0 0 0 0 0 0 0 X 32 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X BRIAN BRADEN 6123210100 501 S SECOND STREET MINNEAPOLIS MN 55401 CHRISTOPHER PERRIGO 1.00 X X 0 0 0 W THOMAS MCENERY 1.00 X X 0 0 0 AJAY GUPTA 1.00 X X 0 0 0 TWANYA HOOD HILL 1.00 X X 0 0 0 THOMAS A ABOOD 1.00 X 0 0 0 JANE ALEXANDER 1.00 X 0 0 0 SALLY BLANKS 1.00 X 0 0 0 BARRY BERG 1.00 X 0 0 0 MARK BORMAN 1.00 X 0 0 0 MARGARET BRACKEN 1.00 X 0 0 0 HUDIE BROUGHTON 1.00 X 0 0 0 ROMA CALATYUD-STOCKS 1.00 X 0 0 0 KEVIN CARPENTER 1.00 X 0 0 0 TOM CLARK 1.00 X 0 0 0 STEVE FOX 1.00 X 0 0 0 LESLIE FRECON 1.00 X 0 0 0 RAHOUL GHOSE 1.00 X 0 0 0 CAROL HEEN 1.00 X 0 0 0 PENNY HUNT 1.00 X 0 0 0 DIANA LEWIS 1.00 X 0 0 0 JANIE MAYERON 1.00 X 0 0 0 KATHLEEN M MORTENSON 1.00 X 0 0 0 PATTY MURPHY 1.00 X 0 0 0 SONJA NOTEBOOM 1.00 X 0 0 0 RODERICK A PALMORE 1.00 X 0 0 0 RICHARD PEPIN 1.00 X 0 0 0 SAMUEL SALAS 1.00 X 0 0 0 CHRISTOPHER SIMPSON 1.00 X 0 0 0 KIM CROSBY SNOW 1.00 X 0 0 0 PETER R SPOKES 1.00 X 0 0 0 KIRAN STORDALEN 1.00 X 0 0 0 MANDY TUONG 1.00 X 0 0 0 KYLE CARPENTER 40.00 X 64837 0 1829 PAUL BABCOCK 40.00 X 123596 0 6984 BRIAN BRADEN 40.00 X 100716 0 13664 JENNIFER HALCROW 40.00 X 0 0 0 289149 0 22477 2 0 0 0 0 433567 478276 1517905 29600 2429748 TUITION AND FEES 611600 5677911 5677911 5677911 5574 5574 12614 0 12614 12614 12614 5325 433567 79008 -73683 -73683 MISCELLANEOUS 900099 3619 3619 3619 8055783 5677911 0 -51876 120500 120500 462101 107169 212293 142639 5389665 4488127 448176 453362 516691 410473 39656 66562 468763 368228 52830 47705 12129 12129 40152 40152 60307 60307 230140 162977 9347 57816 244750 233817 10933 242302 92275 130349 19678 69039 41423 13808 13808 302023 272547 20975 8501 47058 45813 684 561 41194 24948 4936 11310 825805 709415 77593 38797 31263 26766 2998 1499 BAD DEBTS EXPENSE 67774 67774 EQUIP RENTAL/MAINTENANC 61246 60834 412 BOND RELATED EXPENSES 37577 37577 TRAINING 36475 24895 10377 1203 63747 23608 20233 19906 9370701 7213815 1202299 954587 20138 108466 3835844 3547521 1713266 1739474 30457 19003 70173 69115 24188837 4363379 20248341 19825458 112104 110587 95153 78270 26125476 25497894 47688 175629 837636 959173 930000 890000 500000 57821 52562 1873145 2577364 X 20890389 20012032 2133427 1674874 1228515 1233624 24252331 22920530 26125476 25497894 X -1314918 -16883 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1208761 16972 1179 20314 1206598 1225687 4785 20756 42467 1208761 1215902 14364 20958 25537 1225687 1203965 51019 -21701 17381 1215902 0.00000 0.97990 0.02010 0 0 417888 417888 18978735 1748883 17229852 249372 120530 128842 4542842 2493966 2048876 19825458 GIFT ANNUITY LIABILITY 52562 52562 8055783 9370701 -1314918 -16883 -16883 -1331801 8136400 80617 80617 8055783 0 8055783 9449709 79008 79008 9370701 0 9370701 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO PROVIDE SUPPORT FOR LONG TERM SUPPORT OF THE ORGANIZATION AND ITS PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND MINNESOTA STATUTE 290, AND IS GENERALLY EXEMPT FROM REAL ESTATE TAXES. THE ORGANIZATION IS A PUBLIC CHARITY AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS CHARITABLE TAX DEDUCTIONS BY CONTRIBUTORS. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE YEARS 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF TRUST 1,609. CHANGE IN VALUE OF MUSIC LLC -18,492. TOTAL TO SCHEDULE D, PART XI, LINE 8: -16,883. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF TRUST 1,609. SPECIAL EVENT EXPENSES 79,008. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 79,008. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE CENTER ALWAYS INCLUDES A NONDISCRIMINATORY CLAUSE IN ITS ADVERTISEMENTS. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES ANNUAL SUPPORT FROM GOVERNMENT SOURCES - MINNESOTA STATE ART BOARD. X X X X X X X 1 LAURA LITTLEFORD 2062 MARSHALL AVENUE 33 ST PAUL MN 55104 FUNDRAISING 0 328405 60307 268098 328405 60307 268098 MN MUSIC MATTERS LUNCHEON 433567 433567 4463 35136 32665 ANNUAL MEETING 5325 5325 6744 438892 433567 5325 4463 41880 32665 79008 -73683 1 MCKNIGHT FELLOWSHIP GRANT FOR PERFORMING MUSICIANS 24 120500 0 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE MCKNIGHT FELLOWSHIP GRANT FOR PERFORMING MUSICIANS: WITH THE GENEROUS SUPPORT OF THE MCKNIGHT FOUNDATION, MACPHAIL CENTER FOR MUSIC AWARDS FELLOWSHIPS WHICH RECOGNIZE AND PROVIDE SUPPORT FOR MID-CAREER PERFORMING MUSICIANS. A MCKNIGHT FELLOWSHIP CAN HELP AN ARTIST SET ASIDE PERIODS OF TIME FOR STUDY, REFLECTION, EXPERIMENTATION, AND EXPLORATION; TAKE ADVANTAGE OF AN OPPORTUNITY; OR WORK ON A NEW PROJECT. THESE PRESTIGIOUS FELLOWSHIPS ARE INTENDED TO REWARD ARTISTIC EXCELLENCE AND TO SUPPORT PERFORMING MUSICIANS WHO HAVE REACHED A CRITICAL POINT IN THEIR CAREER DEVELOPMENT. THERE IS A DETAILED APPLICATION AND SELECTION PROCESS IN PLACE TO DETERMINE RECIPIENTS. DUE TO THE NATURE OF THE FELLOWSHIP, NO FORMAL MONITORING IS REQUIRED. CITY OF MINNEAPOLIS 416005375 603783FM1 2006-08-30 11300000 CONSTRUCTION OF NEW BUILDING 0 0 0 10410000 11300000 11300000 2008 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 LINDSEY LEWIS FAMILY MEMBER OF BOARD MEMBER, DIANA LEWIS 15000 COMPENSATION PAID FOR THE POSITION OF EVENT MANAGER 0 DIANA BABCOCK FAMILY MEMBER OF PRESIDENT, PAUL BABCOCK 52456 COMPENSATION FOR THE POSTITION AS PROGRAM DIRECTOR 0 ANDREA NOTEBOOM FAMILY MEMBER OF BOARD MEMBER, SONJA NOTEBOOM 20796 COMEPNSATION PAID FOR POSITION AS A FACULTY MEMBER 0 X MUSIC INSTRUMENTS 3 27600 ARRPAISED VALUE X MUSIC INSTRUMENT 1 2000 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD FINANCE CHAIR AND OTHER MEMBERS OF THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 WITH REPRESENTATIVES FROM THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM AND THE ORGANIZATION'S CFO. THE FULL BOARD OF DIRECTORS WILL RECEIVE THE PUBLIC INSPECTION COPY OF THE RETURN BEFORE THE MAY 2013 BOARD MEETING. COPIES OF SCHEDULE B WILL BE MADE AVAILABLE FOR THE BOARD TO REVIEW. THE BOARD FINANCE CHAIR WILL PRESENT THE FORM 990 TO THE BOARD AT THE MAY 2013 BOARD MEETING FOR REVIEW. THE BOARD WILL VOTE TO APPROVE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AT THE BEGINNING OF THE FISCAL YEAR, CONFLICT OF INTEREST STATEMENT FORMS ARE COMPLETED BY BOARD MEMBERS AND SENIOR MANAGEMENT. INDIVIDUALS WITH POTENTIAL CONFLICTS OF INTEREST MUST DISCLOSE ALL MATERIAL FACTS TO THE BOARD OR SENIOR MANAGEMENT, WHO WITHOUT THE INTERESTED INDIVIDUAL WILL DETERMINE IF A CONFLICT EXISTS. THE CONFLICTED INDIVIDUAL WILL NOT PARTICIPATE IN THE DISCUSSION TO DETERMINE IF A CONFLICT EXISTS, NOR VOTE ON THE TRANSACTION IF A CONFLICT IS DETERMINED TO EXIST. ALL PROCEEDINGS RELATED TO CONFLICTS ARE DOCUMENTED IN THE MEETING MINUTES INCLUDING THE DISCLOSURE AND THE INDIVIDUAL'S INELIGIBILITY TO VOTE. FORM 990, PART VI, SECTION B, LINE 15 WHEN SETTING COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, THE HUMAN RESOURCES COMMITTEE UTILIZES INPUT BY INDEPENDENT PERSONS, USES APPROPRIATE COMPARABILITY DATA AND CONDUCTS CONTEMPORANEOUS SUBSTANTIATION OF THE PROCESS. THE PROCESS WAS LAST UNDERTAKEN DURING THE FISCAL YEAR COVERED BY THIS RETURN FOR THE CEO, KYLE CARPENTER; THE PRESIDENT/COO, PAUL BABCOCK; AND THE CFO, BRIAN BRADEN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE IN VALUE OF TRUST 1,609. CHANGE IN VALUE OF MUSIC LLC -18,492. TOTAL TO FORM 990, PART XI, LINE 5: -16,883.