2013-03-29T14:18:18-05:00 2012-06-30 990 2011-07-01 340714600 CLEVELAND INSTITUTE OF MUSIC CLEV 2167915000 11021 EAST BLVD CLEVELAND OH 44106 MRERIC BOWER 2167915000 2013-03-29 2011 2016-02-25 16:41:14Z MR ERIC BOWER 11021 EAST BLVD CLEVELAND OH 44106 39500081 false X WWW.CIM.EDU X 1920 OH THE MISSION OF THE CLEVELAND INSTITUTE OF MUSIC IS TO CULTIVATE NEW GENERATIONS OF YOUNG MUSICIANS THROUGH AN IMMERSIVE AND CREATIVE EDUCATIONAL PROCESS, GUIDING THE MOST MUSICALLY TALENTED INDIVIDUALS AS RAPIDLY AS POSSIBLE TOWARDS FULFILLING CAREERS THAT ENGAGE DIVERSE AND GLOBAL AUDIENCES, STIMULATING THE UNDERSTANDING AND LOVE OF MUSIC THROUGHOUT THE WORLD. 48 47 594 267 63805 2938641 3353075 20180521 21024555 2031126 1683879 26158 166544 25176446 26228053 9074798 8988790 0 10624428 10916592 51500 1079106 6568391 6498881 26267617 26455763 -1091171 -227710 88529725 85979127 22285423 21559598 66244302 64419529 X THE MISSION OF THE CLEVELAND INSTITUTE OF MUSIC IS TO CULTIVATE NEW GENERATIONS OF YOUNG MUSICIANS THROUGH AN IMMERSIVE AND CREATIVE EDUCATIONAL PROCESS, GUIDING THE MOST MUSICALLY TALENTED INDIVIDUALS AS RAPIDLY AS POSSIBLE TOWARDS FULFILLING CAREERS THAT ENGAGE DIVERSE AND GLOBAL AUDIENCES, STIMULATING THE UNDERSTANDING AND LOVE OF MUSIC THROUGHOUT THE WORLD. false false 19539254 8988790 20999355 FOUNDED IN 1920, CLEVELAND INSTITUTE OF MUSIC PROVIDES WORLD CLASS EDUCATION TO TALENTED STUDENTS. SINCE ITS INCEPTION, OVER 3000 STUDENTS HAVE GRADUATED IN DEGREE PROGRAMS OFFERED THROUGH THE DOCTORAL LEVEL WITH OVER 94% RECEIVING SCHOLARSHIP AND/OR FINANCIAL AID. THROUGH THE PREPARATORY DIVISION, OVER 1700 STUDENTS RECEIVE MUSIC EDUCATION EACH YEAR. THROUGH A JOINT MUSIC PROGRAM WITH CASE WESTERN RESERVE UNIVERSITY, STUDENTS TAKE ADVANTAGE OF AN EXCELLENT LIBERAL ARTS EDUCATION. THIRTY-EIGHT MEMBERS OF THE CLEVELAND ORCHESTRA SERVE AS FACULTY MEMBERS. 19539254 true true false false false false false true false true true true false false true false true false true false false false false true false false false false true true true false false false false false false false false true true false false false false false false false false false false true 691 0 true 594 true true true false false false false true true false false false false X 48 47 false false false false true true false true true false false true true true true true true true true false OH X X MR ERIC BOWER 2167915000 11021 EAST BLVD CLEVELAND OH 44106 ANDERSON A CHACE 1.00 X 0 0 0 BALDASSARRE CARL E 1.00 X 0 0 0 BITTENBENDER CHARLES A 1.00 X 0 0 0 DONLEY TERRANCE K 1.00 X 0 0 0 BOURNE JUDY D 1.00 X 0 0 0 BRODHEAD PETER J 1.00 X 0 0 0 BUCKLEY BRENT M 1.00 X X 0 0 0 COFFEY THOMAS W ESQUIRE 1.00 X 0 0 0 ADDICOTT GAY C 1.00 X 0 0 0 DAVIS JEFFREY 1.00 X 0 0 0 DE CONINGH MATHEW F 1.00 X 0 0 0 DEIOMA ROSEMARY 1.00 X 0 0 0 DRAKOS MARGO T 1.00 X 0 0 0 GORMAN CHRISTOPHER M 1.00 X 0 0 0 GOTSCHALL JEFFREY P 1.00 X 0 0 0 GRATRY BARBARA 1.00 X X 0 0 0 HARVIE CRAWFORD T 1.00 X 0 0 0 HAYES ELEANOR M 1.00 X 0 0 0 HELLMAN JOHN A 1.00 X 0 0 0 JENKS CARL M 1.00 X 0 0 0 MALZ JAMES M 1.00 X 0 0 0 MANUEL RICHARD A 1.00 X 0 0 0 MARSTON CHARLES S 1.00 X X 0 0 0 MCAFEE ALEXANDER 1.00 X 0 0 0 HIPPLE RICHARD J 1.00 X 0 0 0 MIMS A GRACE L 1.00 X 0 0 0 MIXON III A MALACHI 1.00 X X 0 0 0 MOBLEY MARILYN S 1.00 X 0 0 0 POGUE RICHARD W 1.00 X 0 0 0 RILEY SHAWN M 1.00 X 0 0 0 ROBINSON BARBARA S 1.00 X 0 0 0 ROTHMANN SUSAN A 1.00 X 0 0 0 SCHLANG ELLIOT L 1.00 X 0 0 0 SCIARAPPA DONNA M 1.00 X X 0 0 0 SELVAGGI HOLLY 1.00 X 0 0 0 SIMON DAVID L 1.00 X 0 0 0 SOLGANIK MARVIN 1.00 X 0 0 0 STEWART HAROLD O 1.00 X 0 0 0 SWIFT CHRISTOPHER J 1.00 X 0 0 0 SYKES PAUL J 1.00 X 0 0 0 THOMAS JOSEPH H 1.00 X X 0 0 0 WEINBERGER JOY 1.00 X 0 0 0 WILSON SONALI B 1.00 X 0 0 0 WONG ROSE 1.00 X 0 0 0 CURRY JANET S 1.00 X 0 0 0 VILLARREAL OSCAR 1.00 X 0 0 0 YOUNG CHARLES T 1.00 X 0 0 0 BRUBECK DAVID 1.00 X 0 0 0 SMIRNOFF JOEL 40.00 X 328259 0 33183 BOWER ERIC 40.00 X 209196 0 25043 DALY ADRIAN 40.00 X 103268 0 29348 SANDRA SHAPIRO 40.00 X 54746 0 7461 STONE KARIN L 40.00 X 0 0 0 KANTOR PAUL 40.00 X 240053 0 26855 PREUCIL WILLIAM 40.00 X 162039 0 15261 IRVINE JEFFREY 40.00 X 139426 0 12579 SALAFF PETER 40.00 X 118857 0 18442 UPDEGRAFF DAVID 40.00 X 115370 0 14161 1471214 182333 11 false true false ERNST YOUNG LLP 925 EUCLID AVENUE CLEVELAND OH 44114 AUDITING 132825 1 935515 2417560 23782 3353075 TUITION & FEES 20999355 20999355 ADVERTISING 541800 25200 25200 21024555 930248 930248 9724 9724 9724 5891 3833 14025659 13272028 753631 753631 753631 MISCELLANEOUS 100893 100893 PARTNERSHIP INCOME (LOSS) 900099 28881 28881 CONVENIENCE 27046 27046 156820 26228053 21127294 59972 1687712 8988790 8988790 811831 361478 243510 206843 8369136 6558043 1570046 241047 423361 312994 83943 26424 657412 411855 219286 26271 654852 501709 125947 27196 23065 23065 134380 134380 51500 51500 49620 49620 518471 293118 205348 20005 135718 13367 121690 661 635911 258945 328423 48543 172659 27083 129567 16009 1107074 426714 680360 118760 88753 27793 2214 172149 61587 75952 34610 403128 33204 369924 1592235 1592235 150451 33739 116712 CWRU/ELS TUITION 1136293 1136293 MISCELLANEOUS 130916 54819 68238 7859 BAD DEBTS 18051 9967 8084 26455763 19539254 5837403 1079106 1090 1190 2374746 3561639 684947 341121 426911 462127 2068741 1969648 131605 141514 235878 280968 48121829 13761369 34796711 34360460 32673454 32728571 15135642 12131889 88529725 85979127 1157131 1254229 252330 194487 18970000 18255000 402512 352432 1503450 1503450 22285423 21559598 X 37368028 37469808 6916070 5073052 21960204 21876669 66244302 64419529 88529725 85979127 X -227710 -1597063 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false 74978 false false false 36631636 113994 -1931716 166101 34647813 30598775 637131 5558481 162751 36631636 28266740 209959 2271316 149240 30598775 0.40000 0.60000 true false false 1063556 1063556 39859572 8867400 30992172 540000 211500 328500 2151904 2064309 87595 4506797 2618160 1888637 34360460 6188822 PARTNERSHIPS 5918067 F PARTNERSHIPS 25000 C 12131889 U.S. GOVERNMENT GRANTS REFUNDABLE 1503450 1503450 26228053 26455763 -227710 -1370653 -226410 -1597063 -1824773 15787777 -1370653 -197529 -1568182 17355959 8872094 8872094 26228053 17612550 17612550 8843213 8843213 26455763 RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 CHANGE IN CHARITABLE PERPETUAL TRUST -197,529 FINANCIAL AID AND DISCOUNT -8,843,213 PARTNERSHIP K-1S INCOME (LOSS) -28,881 FINANCIAL AID AND DISCOUNT 8,843,213 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D CHANGE IN CHARITABLE PERPETUAL TRUST -197,529 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B FINANCIAL AID AND DISCOUNT 8,843,213 PARTNERSHIP K-1S INCOME (LOSS) 28,881 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 4B FINANCIAL AID AND DISCOUNT 8,843,213 true true false true true true true false false false false false false false false true false true PUBLICATION OF NONDISCRIMINATORY POLICY IN MEDIA EXPLANATION SCHEDULE E LINE 3 SCHOLARSHIPS THE FOLLOWING IS THE INSTITUTES POLICY ON NON DISCRIMINATION FOR ADMISSION AS REAFFIRMED BY THE BOARD OF TRUSTEES CLEVELAND INSTITUTE OF MUSIC ADMITS STUDENTS OF ANY RACE COLOR NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS PRIVILEGES PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO ALL STUDENTS AT THE SCHOOL IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE COLOR NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES SCHOLARSHIPS AND LOAN PROGRAMS AND OTHER SCHOOL ADMINISTERED PROGRAMS FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION SCHEDULE E LINE 6 FINANCIAL AID ASSISTANCE IS RECEIVED FROM THE FOLLOWING GOVERNMENTAL AGENCIES US DEPARMENT OF EDUCATION FEDERAL DIRECT STAFFORD LOAN FEDERAL DIRECT PLUS LOAN FEDERAL PERKINS LOAN FEDERAL WORKSTUDY SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PELL GRANT OHIO BOARD OF REGENTS OHIO COLLEGE OPPORTUNITY GRANT PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY PA STATE GRANT INDIANA HIGHER EDUCATION ASSISTANCE AGENCY ROBERT C BYRD HONORS SCHOLARSHIP X X X X X X true DUNWORTH ASSOCIATES 13600 SHAKER BLVD STE 802 CLEVELAND OH 44120 CONSULT false 51500 -51500 51500 -51500 All States FUNDRAISING VS REIMBURSEMENT EXPLANATION SCHEDULE G PAGE 1 PART I LINE 2B COLUMN V DUNWORTH ASSOCIATES PROFESSIONAL SERVICES FEE TO OVERSEE DEVELOP OFFICE FUNDRAISING ACTIVITY true FELLOWSHIP AND SERVICES 30 63645 INSTITUTIONAL SCHOLARSHIP 449 8637948 AUDITION ASSISTANCE 1262 37815 WORK STUDY 175 201932 SEOG 43 43750 ORGAN INTERN AT CHURCHES 3 3700 X X X false false false false false false false false true true SMIRNOFF JOEL 326279 1980 18300 14883 361442 BOWER ERIC 208782 414 17000 8043 234239 KANTOR PAUL 239434 619 19000 7855 266908 PREUCIL WILLIAM 161733 306 13007 2254 177300 IRVINE JEFFREY 139013 413 10556 2023 152005 PURSUANT TO CONTRACT PER REGS. SECTION 53.4958-4(A)(3) SCHEDULE J, PAGE 1, PART I, LINE 8 PURSUANT TO CONTRACT PER REGS. SECTION 53.4958-4(A)(3) THE PRESIDENT SIGNED AN INITIAL FIVE YEAR CONTRACT IN 2008, WHICH PROVIDED FOR AN INITIAL BASE SALARY PLUS A COST OF LIVING ADJUSTMENT. IN FISCAL YEAR 2012, THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE PRESIDENT'S COMPENSATION AND APPROVED A COST OF LIVING ADJUSTMENT PLUS AN INCIDENTAL CHANGE TO PROVIDE ADDITIONAL COMPENSATION FOR TEACHING STUDENTS. OHIO HIGHER EDUCATIONAL FACILITY CO THE CLEVELAND INSTITUTE OF MUSIC 340714600 2010-12-29 19320000 REFINANCE '05 BONDS FOR CONSTRUCTION PROJECT false false false 19320000 19320000 2007 true false true true false false false false false false 0.00010 0.00010 true true true false false false true JOAN KWUON SPOUSE OF PRES. 49312 TEACHING false CHARLES T YOUNG ARCHITECTS TRUSTEE 35695 CONSULTING SERVICES false ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE CLEVELAND INSTITUTE OF MUSIC IS TO CULTIVATE NEW GENERATIONS OF YOUNG MUSICIANS THROUGH AN IMMERSIVE AND CREATIVE EDUCATIONAL PROCESS, GUIDING THE MOST MUSICALLY TALENTED INDIVIDUALS AS RAPIDLY AS POSSIBLE TOWARDS FULFILLING CAREERS THAT ENGAGE DIVERSE AND GLOBAL AUDIENCES, STIMULATING THE UNDERSTANDING AND LOVE OF MUSIC THROUGHOUT THE WORLD. CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PAGE 6, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS MEMBERSHIP IS OPEN TO ALL PERSONS OR CORPORATIONS WHO ARE INTERESTED IN THE CLEVELAND INSTITUTE OF MUSIC AND THE FURTHERANCE OF MUSIC AND MUSICAL EDUCATION AND WHO CONTRIBUTE AT LEAST 500 ANNUALLY TO THE INSTITUTE'S ANNUAL FUND. THE MEMBERS ELECT THE TRUSTEES OF THE INSTITUTE AT THE ANNUAL MEETING. ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, LINE 7A MEMBERSHIP IS OPEN TO ALL PERSONS OR CORPORATIONS WHO ARE INTERESTED IN THE CLEVELAND INSTITUTE OF MUSIC AND THE FURTHERANCE OF MUSIC AND MUSICAL EDUCATION AND WHO CONTRIBUTE AT LEAST 500 ANNUALLY TO THE INSTITUTE'S ANNUAL FUND. THE MEMBERS ELECT THE TRUSTEES OF THE INSTITUTE AT THE ANNUAL MEETING. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B ONCE THE 990 IS PREPARED, IT IS PRESENTED TO A SUB-COMMITTEE COMPRISED OF INDIVIDUALS FROM THE FINANCE, GOVERNANCE, AND AUDIT COMMITTEE OF THE CLEVELAND INSTITUTE OF MUSIC FOR THEIR REVIEW. ANY QUESTIONS OR COMMENTS RAISED ARE THEN ADDRESSED BY THE CHIEF FINANCIAL OFFICER OF CLEVELAND INSTITUTE OF MUSIC. THE 990 IS PRESENTED TO THE BOARD AND THEN FILED. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH IS REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS GOVERNANCE COMMITTEE AT LEAST ANNUALLY AND MODIFIED AS REQUIRED. THE BOARD OF DIRECTORS, TRUSTEES, AND OFFICERS OF THE ORGANIZATION ARE REQUIRED TO CERTIFY ANNUALLY THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY AND SUBMIT A WRITTEN QUESTIONNAIRE EACH YEAR DISCLOSING ANY KNOWN CONFLICTS. THE RESPONSES TO THE QUESTIONNAIRES ARE REVIEWED BY MANAGEMENT. MANAGEMENT ALSO MONITORS ALL TRANSACTIONS DURING THE NORMAL COURSE OF BUSINESS TO IDENTIFY OTHER POTENTIAL CONFLICTS. AT LEAST ANNUALLY AND AS CONFLICTS ARISE, THE BOARD OF DIRECTORS GOVERNANCE COMMITTEE REVIEWS POTENTIAL CONFLICTS TO DETERMINE WHETHER ANY ACTUAL CONFLICTS EXIST. INDIVIDUALS WHO BELIEVE THEY ARE IN A POTENTIAL CONFLICT ARE REQUIRED TO RECUSE THEMSELVES FROM THE DELIBERATION AND DECISION-MAKING PROCESS. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE CLEVELAND INSTITUTE OF MUSIC HAS A COMPENSATION COMMITTEE THAT DETERMINES THE COMPENSATION FOR THE PRESIDENT AND THE VP & CHIEF OPERATING OFFICER. THE COMMITTEE DISCHARGES THE DUTY OF THE BOARD OF TRUSTEES (BOARD) IN FULFILLING THE BOARD'S OVERSIGHT RESPONSIBILITIES FOR DETERMINING THE REASONABLENESS AND ADEQUACY OF THE COMPENSATION AND BENEFITS PAID TO THE PRESIDENT AND VP & CHIEF OPERATING OFFICER. THE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF COMPENSATION AND BENEFITS IN RELATION TO THE MARKETPLACE AND RELEVANT INDEPENDENT DATA. THE COMMITTEE DECIDES ON ANY CHANGES IN THE COMPENSATION AND/OR BENEFITS FOR THE PRESIDENT AND THE VP & CHIEF OPERATING OFFICER. ONCE APPROVED BY THE COMMITTEE THE CHAIRMAN OF THE BOARD OF TRUSTEES SIGNS A LETTER APPROVING THE COMPENSATION FOR THE YEAR. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B SEE THE FOOTNOTE FOR 990 PART VI LINE 15A. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE INSTITUTE'S WEBSITE AND UPON REQUEST. OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS (1,370,653) CHANGE IN CHARITABLE PERPETUAL TRUST ( 197,529) PARTNERSHIP K-1S INCOME (LOSS) ( 28,881) ------------ TOTAL ADJUSTMENTS (NET) (1,597,063)