2012-05-15T11:15:04-05:00 2011-06-30 990 2010-07-01 340714600 CLEVELAND INSTITUTE OF MUSIC CLEV 2167915000 11021 EAST BLVD CLEVELAND OH 44106 MRERIC BOWER 2167915000 2012-05-14 2010 2016-02-24 21:20:13Z MR ERIC BOWER 11021 EAST BLVD CLEVELAND OH 44106 35370908 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. 50 50 605 304 -26130 -42166 2465488 2938641 19317262 20180521 1122416 2031126 104955 26158 23010121 25176446 8489579 9074798 0 10442306 10624428 0 1302781 6094258 6568391 25026143 26267617 -2016022 -1091171 84687732 88529725 23055071 22285423 61632661 66244302 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 19257709 9074798 20166861 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. 19257709 true true false false false false false true false true true true false false true false true false true false false false false false false false false false true true true false false false false false false false false true true true true false false false false false false false false true 633 0 true 605 true true true false false false false true true false false false false X 50 50 false false false false true true false true true false false false true true true true true true false false OH X X MR ERIC BOWER 2167915000 11021 EAST BLVD CLEVELAND OH 44106 JOEL SMIRNOFF 40.00 X X 301563 0 24668 ERIC BOWER 40.00 X X 199064 0 17350 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 DECONINGH 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 SHELLEY JOHN F 1.00 X 0 0 0 SIMON DAVID L 1.00 X 0 0 0 SMITH JAMES A 1.00 X 0 0 0 SOLGANIK MARVIN 1.00 X 0 0 0 STEWART HAROLD O 1.00 X 0 0 0 STONE KARIN L 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 DALY ADRIAN 40.00 X 101239 0 22070 PAUL KANTOR 40.00 X 267763 0 20754 WILLIAM PREUCIL 40.00 X 161276 0 13667 JEFFREY IRVINE 40.00 X 142510 0 11252 PETER SALAFF 40.00 X 119546 0 11745 DAVID UPDEGRAFF 40.00 X 116738 0 12870 1409699 134376 8 false true false ERNST YOUNG LLP 925 EUCLID AVENUE CLEVELAND OH 44114 AUDITING 104200 1 788581 2150060 39907 2938641 TUITION & FEES 20166861 20166861 ADVERTISING 541800 13660 13660 20180521 1030003 1030003 6008 6008 6008 6008 11195585 10194462 1001123 1001123 1001123 MISCELLANEOUS 39819 39819 CONVENIENCE 26129 26129 PARTNERSHIP INCOME (LOSS) 900099 -45798 -45798 20150 25176446 20232809 -26130 2031126 9074798 9074798 618500 234900 211800 171800 8301895 6507629 1445548 348718 402997 293025 84910 25062 655896 358374 270028 27494 645140 493953 115559 35628 20851 104 20747 124241 124241 46607 46607 673766 297591 225559 150616 114087 8927 100910 4250 634220 276627 304686 52907 145074 18538 113027 13509 1085236 366912 718324 99211 75642 23127 442 151247 50316 59385 41546 258254 37511 220743 1859398 1649906 209492 147527 33888 113639 CWRU/ELS TUITION 1101864 1101864 MISCELLANEOUS 100208 58021 41613 574 BAD DEBTS 6600 6600 26267617 19257709 5707127 1302781 1090 1090 1878280 2374746 1327881 684947 538014 426911 2302052 2068741 140722 131605 425091 235878 46979104 12182393 36301639 34796711 27125628 32673454 14647335 15135642 84687732 88529725 1200403 1157131 235817 252330 19665000 18970000 450401 402512 1503450 1503450 23055071 22285423 X 36291642 37368028 4828276 6916070 20512743 21960204 61632661 66244302 84687732 88529725 X -1091171 5702812 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false 14000 74978 X CONTRIBUTION false false false 30598775 637131 5558481 162751 36631636 28266740 209959 2271316 149240 30598775 0.40000 0.60000 false false false 511071 511071 39276508 7587440 31689068 540000 157500 382500 2133602 1958942 174660 4517923 2478511 2039412 34796711 9400028 PARTNERSHIPS 5710614 F PARTNERSHIPS 25000 C 15135642 U.S. GOVERNMENT GRANTS REFUNDABLE 1503450 1503450 25176446 26267617 -1091171 4846684 856128 5702812 4611641 21935824 4846684 810330 5657014 16278810 8897636 8897636 25176446 17324183 17324183 8943434 8943434 26267617 RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 CHANGE IN CHARITABLE PERPETUAL TRUST 810,330 FINANCIAL AID AND DISCOUNT -8,943,434 PARTNERSHIP K-1S INCOME (LOSS) 45,798 FINANCIAL AID AND DISCOUNT 8,943,434 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D CHANGE IN CHARITABLE PERPETUAL TRUST 810,330 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B FINANCIAL AID AND DISCOUNT 8,943,434 PARTNERSHIP K-1S INCOME (LOSS) -45,798 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 4B FINANCIAL AID AND DISCOUNT 8,943,434 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 PRIVILEDGES 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 ACADEMIC COMPETITIVENESS GRANT OHIO BOARD OF REGENTS OHIO ACADEMIC SCHOLARSHIP OHIO COLLEDGE OPPORTUNITY GRANT PA HIGHER EDUCATIONAL ASSISTANCE AGENCY PHEAA GRANT ROBERT C BYRD HONORS SCHOLARSHIP INDIANA HIGHER EDUCATIONAL ASSISTANCE AGENCY ROBERT C BYRD HONORS SCHOLARSHIP false FELLOWSHIP AND SERVICES 35 78445 INSTITUTIONAL 470 8710449 AUDITION ASSISTANCE 54 37860 WORK STUDY 177 202200 SEOG 38 39844 INTERNSHIP-ORGAN 4 6000 X X X false false false false false false false false true true JOEL SMIRNOFF 299583 1980 12645 12023 326231 ERIC BOWER 198650 414 16000 1350 216414 PAUL KANTOR 267142 621 14283 6471 288517 WILLIAM PREUCIL 160970 306 12815 852 174943 JEFFREY IRVINE 142097 413 10400 852 153762 PURSUANT TO CONTRACT PER REGS. SECTION 53.4958-4(A)(3) SCHEDULE J, PAGE 1, PART I, LINE 8 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 2011, THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE PRESIDENTS 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 0.00010 0.00010 true true true false false false true JOAN KWUON FACULTY MEMBER 41130 TEACHING false X 1 14000 X MUSICAL INSTRUM 1 25907 false true 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 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 AND THE FORM IS THEN FILED. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C THE MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY IS OVERSEEN BY THE GOVERNANCE COMMITTEE OF THE BOARD. WHEN A CONFLICT ARISES, THE INDIVIDUAL IS NOT PERMITTED TO VOTE OR PARTICIPATE IN THE DISCUSSION OF THE TRANSACTION. PERSONS WHO ARE INDEPENDENT OF THE INDIVIDUAL WITH THE CONFLICT, MAKE THE DECISION REGARDING THE TRANSACTION. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD. 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. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS 4,846,684 CHANGE IN CHARITABLE PERPETUAL TRUST 810,330 PARTNERSHIP K-1S INCOME (LOSS) 45,798 ------------ TOTAL ADJUSTMENTS (NET) 5,702,812