2012-05-09T10:06:17-04:00 2011-06-30 Meaden & Moore Ltd 1100 SUPERIOR AVENUE SUITE 1100 CLEVELAND OH 44114 990 2010-07-01 340714339 THE CLEVELAND MUSIC SCHOOL SETTLEMENT CLEV 2164215806 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 CHARLES LAWRENCE 2012-05-09 Karen B Cooney 2162413272 2010 2016-02-24 21:20:13Z THE MUSIC SETTLEMENT Charles Lawrence 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 3881476 false X www.themusicsettlement.org X 1912 OH The mission of The Music Settlement is to enrich the lives of people of all ages, backgrounds and abilities by offering access to high quality music instruction, music therapy and early childhood education 19 19 207 150 -15859 -15859 1025307 1102793 2463324 2343108 53267 156632 23806 21108 3565704 3623641 156663 138757 0 0 2928069 2935024 0 0 165594 1048352 980209 4133084 4053990 -567380 -430349 13817776 15199509 531327 565788 13286449 14633721 THE MUSIC SETTLEMENT WAS FOUNDED IN 1912 BY ALMEDA ADAMS TO PROVIDE HIGH QUALITY MUSIC EDUCATION TO STUDENTS OF ALL AGES REGARDLESS OF THEIR ABILITY TO PAY. OVER NINETY YEARS LATER THE MUSIC SETTLEMENT IS NOW ONE OF THE LARGEST COMMUNITY SCHOOLS IN THE COUNTRY. THE ORIGINAL MISSION WAS EXPANDED TO INCLUDE, IN ADDITION TO MUSIC INSTRUCTION, MUSIC THERAPY PROGRAMS AND EARLY CHILDHOOD EDUCATION PROGRAMS TO THE GREATER CLEVELAND AREA. false false 1420080 1019132 THE MISSION OF THE MUSIC SETTLEMENT'S EARLY CHILDHOOD DEPARTMENT IS TO PROVIDE A HIGH QUALITY EARLY CHILDHOOD EXPERIENCE FOR CHILDREN 3 MONTHS THROUGH AGE 8 THAT NURTURES THE INDIVIDUAL, SUPPORTS THE FAMILY AND ENHANCES A CHILD'S DEVELOPMENT THROUGH INVOLVEMENT WITH THE ARTS. THE MUSIC SETTLEMENT'S EARLY CHILDHOOD DEPARTMENT HAS BEEN AN IMPORTANT PART OF THE MUSIC SETTLEMENT EDUCATION PROGRAM FOR MORE THAN 50 YEARS. DURING THAT TIME, WE HAVE EARNED A REPUTATION FOR EXCELLENCE IN ALL ASPECTS OF EARLY CHILDHOOD EDUCATION. ... continued on schedule o. 880740 621086 ESTABLISHED IN 1966, THE MUSIC SETTLEMENT'S MUSIC THERAPY PROGRAM HAS BEEN A PIONEER IN HELPING PEOPLE WITH SPECIAL NEEDS. THE music settlement music therapy department employs 13 MUSIC THERAPISTS WHO CONDUCT INDIVIDUAL, PARTNER, OR GROUP music THERAPY SESSIONS AT OUR UNIVERSITY CIRCLE CAMPUS AND AT NUMEROUS EDUCATIONAL, MEDICAL, AND SOCIAL SERVICE AGENCIES IN THE CLEVELAND METROPOLITAN AREA. OUR BOARD-CERTIFIED MUSIC THERAPISTS SYSTEMATICALLY AND PRESCRIPTIVELY USE MUSIC-BASED INTERVENTIONS TO IMPACT THE LIVES OF CHILDREN AND ADULTS FACING A WIDE RANGE OF LIFE'S CHALLENGES. ... continued on schedule o. 1132007 702890 The Music Settlement's Department of Music provides music instruction, classes, and ensembles to approximately 1,200 students annually from around the Greater Cleveland area. In keeping with our mission, students of all circumstances are admitted without audition, and the Department of Music awards financial aid and scholarships to ensure that ability to pay is not a barrier to musical study. THE DEPARTMENT OF MUSIC HAS SEVERAL VITAL COMMUNITY ALLIANCES INCLUDING THE CLEVELAND METROPOLITAN . . . continued on schedule o. 3432827 true true false false false false false false true true true false false false true true false true false false false false false false false false false true false false false false false false false false false true false false false false false false false false false true 12 0 true 207 true true true false false false false false false false false false X 19 19 false false true false false false false true true false false true true true true true true true true false OH X CHARLES LAWRENCE 2164215806 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 Dennis F Schwartz 2.0 X 0 0 0 Michael D Stovsky 2.0 X 0 0 0 Steven P Muir 2.0 X X 0 0 0 Milan G Busta 2.0 X 0 0 0 John D Clough MD 2.0 X 0 0 0 Robert D Conrad 2.0 X 0 0 0 Janet W Coquillette 2.0 X 0 0 0 Richard P Goddard 2.0 X 0 0 0 Thomas Holmes 2.0 X 0 0 0 Maura L Hughes 2.0 X 0 0 0 William R Joseph 2.0 X 0 0 0 P Jeffrey Lucier 2.0 X X 0 0 0 Stephen A Mahoney MD 2.0 X 0 0 0 Dominic L Ozanne 2.0 X 0 0 0 Geralyn M Presti 2.0 X X 0 0 0 Elisabeth R Stahl 2.0 X X 0 0 0 JAMES K THOMPSON 2.0 X 0 0 0 Tammy Wise 2.0 X 0 0 0 FELTON THOMAS JR 2.0 X 0 0 0 Charles Lawrence 40.0 X 89943 0 11435 LuAnn Ashby 40.0 X 0 0 0 89943 0 11435 0 false false false 0 10000 298247 794546 56950 1102793 DEPARTMENT OF MUSIC 611600 702890 702890 MUSIC THERAPY 611600 621086 621086 EARLY CHILDHOOD DEVELOPMENT 611600 1019132 1019132 2343108 169729 169729 0 0 243088 256185 -13097 -13097 -15859 2762 0 0 5100 1650 3450 3450 MISC. REVENUE 611600 17658 17658 17658 3623641 2364216 -15859 172491 0 138757 138757 0 0 143050 125404 11671 5975 0 2289499 2007083 186794 95622 54297 47599 4430 2268 246880 216427 20142 10311 201298 176468 16423 8407 0 0 34016 34016 0 0 15117 15117 133370 121314 64 11992 34563 21838 10446 2279 198363 157606 32706 8051 0 0 166062 130492 30675 4895 12729 8043 3847 839 0 24258 15326 7332 1600 0 0 251822 186751 56530 8541 0 SECURITY 54065 44436 8498 1131 MISC OPERATING EXP 45583 28800 13777 3006 DUES & SUBSCRIPTIONS 10261 6483 3101 677 4053990 3432827 455569 165594 232572 249593 338220 313189 40874 51116 28278 30903 14401 15787 6820636 3607943 3337844 3212693 5904587 6559228 3921000 4767000 13817776 15199509 220955 373145 298412 192643 11960 0 531327 565788 X 3442105 3179090 564650 598947 9279694 10855684 13286449 14633721 13817776 15199509 X -430349 1777621 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9279694 24679 1918803 367492 10855684 8817683 32775 774460 345224 9279694 12005160 18418 -2782474 423421 8817683 1.00000 true false 53400 53400 5225584 2547430 2678154 1438452 1060513 377939 103200 103200 3212693 BENEFICIARY INTEREST 4767000 F 4767000 0 0 3623641 4053990 -430349 1777621 1777621 1347272 5247388 1777621 1777621 3469767 15117 138757 153874 3623641 3900116 3900116 15117 138757 153874 4053990 Endowment Funds Part V, Line 4 The Board has adopted a spending policy where the annual amount included in the budget for withdrawal, including interest and dividend income and capital gains, must fall within the UPMIFA guidelines and not exceed 5% of the average endowment balance at the end of the prior 12 fiscal quarters. Additional withdrawals are permitted with specific board approval. THE INTENDED USE OF THE FUNDS THROUGH THIS POLICY IS TO PROVIDE ANNUAL AND ONGOING FUNDS TO FULFiLL THE REQUIREMENTS OF FINANCIAL AID AND SCHOLARSHIPS TO STUDENTS AS WELL AS PROVIDE FOR PROPERTY MAINTENANCE AND REPAIRS. FIN 48 (ASC 740) Footnote Part X, Line 2 During 2010, the Settlement adopted the provisions of "Accounting for Uncertainty in Income Taxes" which prescribes a recognition threshold and a measurement attribute for the financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return. For those benefits to be recognized, a tax position must be more-likely-than-not to be sustained upon examination by taxing authorities. The amount recognized is measured as the amount of benefit that is greater than 50% likely of being realized upon ultimate settlement. The Settlement recognizes interest and penalties accrued, if any, related to unrecognized tax uncertainties in income tax expense. The Settlement is subject to U.S. federal jurisdiction income tax examinations. With few exceptions, The Settlement is no longer subject to U.S. federal, state and local income tax examinations by tax authorities for preceding three to four years. As a result of implementation of this standard, the Settlement determined that there are no material uncertain tax positions. Reconciliation of Revenue Part XII, Line 4b Other - Scholarship/Financial Aid Netted Reconciliation of Expenses Part XIII, Line 4b Other - Scholarship/Financial Aid Netted true false false true true true true false false false false false false false false true false true Publication of Racially Nondiscriminatory Policy Part I, Line 3 The mission of the Cleveland Music School Settlement is to enrich the lives of people of all ages, backgrounds and abilities by offering access to high quality performing arts instruction, music therapy and early childhood education. The by-laws state that "The Music Settlement shall admit students of any race, color, religion and national and ethnic origin to all the rights, privileges, programs and activities generally accorded or made available to students at The Music Settlement, and The Music Settlement shall not discriminate on the basis of race, color, religion or ethnic or national origin in the administration of its educational policies, admission policies, scholarship and loan programs and other school-administered programs." Although these statements are not currently included on all publications nor publicized in the general media, The Settlement has been serving racially, ethnically and economically diverse populations for over 95 years and its practices follow the above statements. Financial Aid or Assistance Received from Governmental Agency Part I, Line 6a Assistance is received from the following governmental agencies: Ohio Arts Council Cuyahoga Arts Council true SCHOLARSHIP AND FINANCIAL AID 277 138757 FMV PROCEDURES FOR MONITORING USE OF GRANTS IN THE U.S. SCHEDULE I, PART 1, LINE 2: Each year financial aid and scholarship funds are made available for distriYution based on board policy, budget considerations and donor's wishes. Scholarships are distributed to students based on merit through auditions. Financial aid is distributed to needy students based on a sliding scale income grid -- the more needing students receive a higher percentage of tuition paid for by financial aid. Any student may apply for financial aid. X MUSICAL INSTRUMENTS 6 2300 FMV X DELL PRINTER 1 150 FMV X COUCH 1 500 FMV X VIDEO SOFTWARE 1 54000 FMV false true false ADDITIONAL INFO REGARDING NONCASH CONTRIBUTIONS SCHEDULE M & FORM 990 PART VIII TOTAL NONCASH CONTRIBUTIONS OF $56,950 REPORTED ON SCHEDULE M INCLUDES $56,950 REPORTED ON FORM 990 PART VIII LINE 1G. NONCASH CONTRIBUTIONS CONSIST OF VIDEO SOFTWARE, VARIOUS INSTRUMENTS AND OFFICE EQUIPMENT. Supplemental Information to Form 990 PROGRAM SERVICES FORM 990, PART III, LINE 4a Continued from page 2:...THE EARLY CHILDHOOD (EC) DEPARTMENT HAS BLOSSOMED INTO A DEPARTMENT WHICH OFFERS A RENOWNED AND AWARD WINNING PRESCHOOL AND DAY SCHOOL THAT SERVES MORE THAN 250 CHILDREN annually. The early childhood arts for the young program PROVIDEs CREATIVE AND INNOVATIVE CLASSES AND EXPERIENCES to over 800 students AT our UNIVERSITY CIRCLE CAMPUS, the cleveland metropolitan school district, CATHOLIC DIOCESE AND VARIOUS CHILDCARE CENTERS THROUGHOUT GREATER CLEVELAND. Our program supports learning with an interactive, process-oriented approach and, THROUGH DEVELOPMENTALLY APPROPRIATE ACTIVITIES, THE CHILDREN EXTEND THEIR CURIOSITY AND SEEK SOLUTIONS TO THEIR QUESTIONS. OUR GOAL IS TO HELP CHILDREN ENJOY THEIR YEARS OF CHILDHOOD TO WHICH THEY ARE ENTITLED, AS WELL AS DEVELOP an ENTHUSIASM FOR LEARNING AND AN APPRECIATION FOR THE PERFORMING ARTS. PROGRAM SERVICES FORM 990, PART III, LINE 4b Continued from page 2:...THE MUSIC SETTLEMENT SERVES OVER 2,700 INDIVIDUALS ONSITE AND OFFSITE ANNUALLY WITH A VARIETY OF DIAGNOSES AND NEEDS THROUGH MUSIC THERAPY SESSIONS, MUSIC THERAPY-SPONSORED CAMPS FOR CHILDREN WITH SPECIAL NEEDS, AND MUSICAL THEATRE GROUPS FOR TEENS AND ADULTS WITH SPECIAL NEEDS. In addition, OUR MUSIC THERAPISTS provided educational opportunities to other therapists, RELATED PROFESSIONALS, PARENTS, AND CAREGIVERS THROUGH OVER 30 PRESENTATIONS locally, NATIONALLY AND INTERNATIONALLY. Our music therapists are also collaboratively involved with some of our many agencies in ongoing research projects investigating a variety of topics. PROGRAM SERVICES FORM 990, PART III, LINE 4c continued from page 2:...School District and the Cleveland School of the Arts. Nationally, we have collaborated with the Berklee College of Music as part of their City Music Network. The music Settlement students, enrolled in the Jazz at the Music settlement (JAMS) program, vie to become annual recipients of a full scholarship to Berklee's 5 week Summer Performance Program. PROCESS USED TO REVIEW THE FORM 990 FORM 990, PART VI, LINE 11b A copy of the Form 990 was reviewed by the finance committee in a special meeting and a copy was provided to all board members before it was filed. COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12c The Music Settlement requires an annual review and update by board members of the conflict of interest policy. Board and senior staff members annually sign a document which states that they have read and are in compliance with the conflict of interest policy. DETERMINING COMPENSATION OF CEO & CFO FORM 990, PART VI, LINE 15a & 15b The Chief Executive Officer position is reviewed annually by both the Chairman of the Board and the Board Executive Committee. A salary analysis is completed and presented for committee review and approval. ALL OTHER OFFICERS ARE REVIEWED ANNUALLY BY THE CHIEF EXECUTIVE OFFICER WHICH INCLUDES A PERFORMANCE ASSESSMENT to establish whether annual objectives (by position) have been met. AVAILABILITY OF DOCUMENTS FOR PUBLIC INSPECTION FORM 990, PART VI, LINE 19 The Music Settlement makes all governing documents, its conflict of interest policy and financial statements available to the public upon request. RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 5 Net Unrealized Gain $1,777,621 SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS FORM 990, PART VI, LINE 4 THE MUSIC SETTLEMENT RESTATED THE BY-LAWS AS OF NOVEMBER 15, 2010. THIS EFFECTIVELY RESTATED THE CODE OF REGULATIONS DATED JULY 15, 2002. SOME OF THE SIGNIFICANT CHANGES TO THIS DOCUMENT INCLUDE THE FOLLOWING: - REDUCING THE NUMBER OF DIRECTORS TO A MAXIMUM OF 30 AND A MINIMUM OF 15. THIS RESULTED IN A CHANGE IN THE DEFINITION OF A QUORUM TO 10 MEMBERS. - CHANGING THE ANNUAL MEETING DATE TO BE HELD BY OCTOBER 31ST OR AT SUCH OTHER TIME THE BOARD OF DIRECTORS DESIGNATE WITH SPECIFIC REQUIREMENTS ON THE NOTIFICATION OF THE MEETING. - EXPANDING AND CLARIFYING THE POWERS AND DUTIES OF THE THE DIRECTORS WHICH INCLUDE THE DETERMINATION OF THE MISSION, SELECTION AND REVIEW OF THE PRESIDENT, ENSURANCE OF FISCAL INTEGRITY AND IMPLEMENTATION AND MONITORING OF GOOD CORPORATE GOVERNANCE. - EXPANDING AND IDENTIFYING RESPONSIBILITIES OF VARIOUS BOARD COMMITTEES WHICH INCLUDE EXECUTIVE, GOVERNANCE, FINANCE, EXTERNAL AFFAIRS, SUPPORT AUXILIARIES AND BOARD LIAISONS.