SAINT PAUL CHAMBER ORCHESTRA SOCIETY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SAINT PAUL CHAMBER ORCHESTRA SOCIETY (EIN 41-0829498)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201221329349302397
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T14:05:48-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL STE 1300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554027033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410829498 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 6512923248 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 ST PETER STREET 3RD FLOOR | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE FLIFLET | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 6512923248 | Phone |
| Date Signed | 2012-04-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM HUNWARDSEN CPA | Name |
| Phone | 6122536500 | Phone |
| Date Prepared | 2012-04-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SARAH S LUTMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 ST PETER STREET 3RD FLOOR | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20042279 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THESPCO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO PERFORM BRILLIANTLY AND ADVOCATE FOR THE CHAMBER ORCHESTRA AND CHAMBER MUSIC REPERTOIRE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 57 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 53 | NbrIndependentVotingMembers |
| Total Nbr Employees | 272 | TotalNbrEmployees |
| Total Nbr Volunteers | 292 | TotalNbrVolunteers |
| Total Gross UBI | 4651 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6717078 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6750878 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2146034 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1993313 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 140396 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1550604 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 146991 | OtherRevenuePriorYear |
| Other Revenue Current Year | 178631 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9150499 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10473426 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6750312 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6703772 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 145649 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 144328 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1026536 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4266956 | OtherExpensePriorYear |
| Other Expenses Current Year | 4385065 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11162917 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11233165 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2012418 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -759739 | RevenuesLessExpensesCY |
| Total Assets BOY | 42665160 | TotalAssetsBOY |
| Total Assets EOY | 44530603 | TotalAssetsEOY |
| Total Liabilities BOY | 2237781 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2215905 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 40427379 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 42314698 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE SERVE AND ENRICH OUR COMMUNITY BY PROVIDING WORLD-CLASS CHAMBER ORCHESTRA AND CHAMBER MUSIC TO THE BROADEST POSSIBLE AUDIENCE, WHILE VIGOROUSLY ADVOCATING FOR OUR ART FORM. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9133444 | Expense |
| Revenue | 1993313 | Revenue |
| Description | ORGANIZATION SUMMARYTHE SAINT PAUL CHAMBER ORCHESTRA IS THE NATION'S ONLY FULL-TIME PROFESSIONAL CHAMBER ORCHESTRA AND IS WIDELY REGARDED AS ONE OF THE FINEST CHAMBER ORCHESTRAS IN THE WORLD. IN COLLABORATION WITH ARTISTIC PARTNERS, THE 34 VIRTUOSO MUSICIANS PRESENT MORE THAN 130 CONCERTS AND EDUCATIONAL PROGRAMS EACH YEAR, AND ARE REGULARLY BROADCAST REGIONALLY, NATIONALLY AND INTERNATIONALLY IN PARTNERSHIP WITH MINNESOTA PUBLIC RADIO. THE SPCO IS RECOGNIZED FOR ITS STRONG COMMITMENT TO MAKING ITS MUSIC ACCESSIBLE TO THE COMMUNITY, NAMELY THROUGH PROVIDING AFFORDABLE TICKETS AND PERFORMING IN NUMEROUS LOCATIONS THROUGHOUT THE TWIN CITIES METROPOLITAN AREA. THE SPCO HAS RELEASED 67 RECORDINGS, COMMISSIONED 127 NEW WORKS, AND PERFORMED THE WORLD PREMIERE OF 49 ADDITIONAL COMPOSITIONS. THE SPCO HAS EARNED THE DISTINCTION OF 15 ASCAP AWARDS FOR ADVENTUROUS PROGRAMMING. RENOWNED FOR ITS ARTISTIC EXCELLENCE AND REMARKABLE VERSATILITY OF MUSICAL STYLES, THE SPCO TOURS NATIONALLY AND INTERNATIONALLY, INCLUDING PERFORMANCES IN PREMIER VENUES IN EUROPE, ASIA AND SOUTH AMERICA. LAUNCHED IN 1995, THE SPCO'S AWARD-WINNING CONNECT EDUCATION PROGRAM REACHES MORE THAN 5,000 STUDENTS AND TEACHERS ANNUALLY IN 16 MINNEAPOLIS AND ST. PAUL PUBLIC SCHOOLS. FOR MORE INFORMATION, VISIT WWW.THESPCO.ORG.2010-11 ARTISTIC HIGHLIGHTSTHE SPCO PERFORMED CONCERT SERIES IN 10 LOCATIONS THROUGHOUT THE TWIN CITIES DURING 2010-11. MORE THAN 94 SUBSCRIPTION CONCERTS FEATURED THE MUSICIANS OF THE SPCO ALONGSIDE WORLD-RENOWNED GUEST ARTISTS AND CONDUCTORS INCLUDING THE SPCO'S ARTISTIC PARTNERS: CONDUCTOR ROBERTO ABBADO, SOPRANO DAWN UPSHAW, CONDUCTOR EDO DE WAART, CONDUCTOR AND PIANIST CHRISTIAN ZACHARIAS, AND VIOLINIST AND CONDUCTOR THOMAS ZEHETMAIR. PROGRAMMING INCLUDED AN ABUNDANCE OF MOZART, INCLUDING A SEMI-STAGED VERSION OF DON GIOVANNI UNDER THE BATON OF ROBERTO ABBADO TO OPEN THE SEASON. THE MUSIC OF HAYDN WAS ALSO A FOCUS, WITH PERFORMANCES OF HIS HARMONIEMESSE (PERFORMED WITH THE SPCO CHORALE) CLOSING THE SEASON.FOUR CONDUCTORS WHO SPECIALIZE IN THE BAROQUE REPERTOIRE LED PROGRAMS DURING 2010-11, INCLUDING CONDUCTOR HARRY BICKET, HARPSICHORDIST AND CONDUCTOR LAURENCE CUMMINGS, HARPSICHORDIST AND CONDUCTOR TON KOOPMAN AND FORMER ARTISTIC PARTNER NICHOLAS MCGEGAN. THE SPCO PERFORMED TWO WORLD PREMIERES IN 2010-11. IN NOVEMBER, THE WORLD PREMIERE OF GRAMMY-NOMINATED JAZZ PIANIST AND COMPOSER BRAD MEHLDAU'S HIGHWAY RIDER WAS PERFORMED WITH MEHLDAU'S QUINTET AT THE WALKER ART CENTER AND THEN REPRISED AT CARNEGIE HALL'S ZANKEL HALL. IN FEBRUARY, ARTISTIC PARTNER DAWN UPSHAW AND CONDUCTOR JOANA CARNEIRO JOINED THE SPCO TO PRESENT THE WORLD PREMIERE OF LA CENTINELA Y LA PALOMA (THE KEEP AND THE DOVE) BY GABRIELA FRANK, AN SPCO COMMISSION. BROAD ACCESSIBILITYTHE SPCO MAINTAINED ITS COMMITMENT TO MAKING ITS MUSIC ACCESSIBLE TO THE BROADEST POSSIBLE AUDIENCE IN 2010-11, OFFERING ALL TICKETS FOR ONLY $10, $25 OR $40. MORE THAN 80 PERCENT OF SPCO TICKETS WERE AVAILABLE FOR $25 OR LESS. THE SPCO ALSO MAINTAINED ITS COMMITMENT TO GEOGRAPHIC ACCESSIBILITY DURING 2010-11 BY CONTINUING TO PRESENT CONCERT SERIES IN EDEN PRAIRIE, STILLWATER, APPLE VALLEY, WAYZATA, ARDEN HILLS, UPTOWN, AND ON SAINT PAUL'S SUMMIT AVENUE. IN MARCH OF 2011, THE SPCO, IN COLLABORATION WITH MPR, LAUNCHED THE LISTENING LIBRARY, AN ARCHIVE OF OVER 150 SPCO PERFORMANCES AVAILABLE FOR FREE STREAMING THROUGH THE SPCO WEBSITE. (SINCE THE LAUNCH THE LIBRARY HAS GROWN TO NOW INCLUDE NEARLY 200 PERFORMANCES.) PROVIDING FREE LISTENING IS PART OF THE SPCO'S LARGER EFFORT TO MAKE ITS MUSIC AS BROADLY ACCESSIBLE AS POSSIBLE. EDUCATION PROGRAMSTHE SPCO CONTINUED TO PROVIDE ITS CONNECT EDUCATION PROGRAM TO THE MINNEAPOLIS AND SAINT PAUL PUBLIC SCHOOLS DURING THE 2010-11 SEASON. THE CONNECT ELEMENTARY EDUCATION PROGRAM PROVIDED OVER 250 CLASSROOM VISITS TO 5,000 STUDENTS IN 16 MINNEAPOLIS AND SAINT PAUL PUBLIC SCHOOLS, BOLSTERING THE CURRICULUM AND INSPIRING A LIFE-LONG LOVE OF MUSIC AMONGST PARTICIPANTS. THE CONNECT ORCHESTRAL PROGRAM OFFERED MIDDLE SCHOOLS A SEMESTER-LONG RESIDENCY WITH A LOCAL COMPOSER, BUILDING ON STUDENTS' EXISTING MUSICAL KNOWLEDGE AND TEACHING THEM COMPOSITION AND IMPROVISATION. MORE THAN 11,000 FREE TICKETS WERE DISTRIBUTED FOR 16 FAMILY CONCERTS DURING 2010-11. PROGRAMS INCLUDED START THE MUSIC! GEARED TOWARD 3-6 YEAR OLDS AND THEIR FAMILIES AND THE XPLORCHESTRA! AND ORDWAY FAMILY CONCERT PROGRAMS FOR SCHOOL-AGED CHILDREN AND THEIR FAMILIES. FREE TICKETS TO THESE PROGRAMS WERE ONCE AGAIN MADE POSSIBLE THROUGH SUPPORT FROM TARGET. THE SPCO ALSO CONTINUED TO OFFER SATURDAY SPECIAL, A UNIQUE OPPORTUNITY FOR TALENTED HIGH SCHOOL MUSICIANS TO BE COACHED DIRECTLY BY SPCO MUSICIANS. THIS PROGRAM, OFFERED IN COLLABORATION WITH GREATER TWIN CITIES YOUTH SYMPHONIES, SERVED 19 HIGH SCHOOL STUDENTS DURING THE 2010-11 SEASON.CAMP SPCO, AN ANNUAL OPPORTUNITY FOR LOCAL ADULT AMATEUR INSTRUMENTALISTS TO PARTICIPATE IN A WEEKEND OF WORKSHOPS AND COACHING BY SPCO MUSICIANS, SERVED 17 TWIN CITIES ADULTS DURING 2010-11. FANFARE PRE-CONCERT PRESENTATIONS WERE PROVIDED PRIOR TO 60 CONCERTS DURING 2010-11, SERVING APPROXIMATELY 100 ATTENDEES PER PRESENTATION. IN THE COMMUNITYIN ADDITION TO CONCERTS AND EDUCATIONAL PROGRAMS, THE SPCO PARTICIPATED IN SEVERAL OTHER COMMUNITY ACTIVITIES DURING 2010-11, INCLUDING THREE FREE CHAMBER MUSIC CONCERTS AT THE CAPRI THEATER IN NORTH MINNEAPOLIS, A FREE CONCERT AT A CENTER FOR THE ARTS IN FERGUS FALLS, PERFORMANCES OF ORPHEUS AND EURYDICE WITH THE MINNESOTA OPERA, AND A RECORDING PROJECT WITH A PRAIRIE HOME COMPANION.THE SPCO ALSO PARTICIPATED IN THE FOURTH ANNUAL CONCRETE AND GRASS LOWERTOWN MUSIC FESTIVAL IN DOWNTOWN ST. PAUL IN SEPTEMBER 2010. A FOUNDING MEMBER OF THE FESTIVAL, THE SPCO WAS ONE OF MANY LOCAL ACTS REPRESENTING A WIDE ARRAY OF GENRES. THE SPCO ALSO ANNOUNCED A STRATEGIC ALLIANCE WITH GREATER TWIN CITIES YOUTH SYMPHONIES IN APRIL 2011. THIS UNIQUE ALLIANCE WILL ALLOW THE TWO ORGANIZATIONS TO SHARE EXPERTISE, RESOURCES AND INFRASTRUCTURE, MAKING BOTH ORGANIZATIONS FINANCIALLY STRONGER. THE ALLIANCE WILL ALSO PROVIDE OPPORTUNITIES FOR GREATER COLLABORATION ON PROGRAMS. TOURINGTHE SPCO PERFORMED TWICE AT CARNEGIE HALL DURING 2010-11: A PERFORMANCE OF BRAD MEHLDAU'S HIGHWAY RIDER IN NOVEMBER AND A MAY APPEARANCE WITH DAWN UPSHAW AND CONDUCTOR/COMPOSER MARIA SCHNEIDER AS A PART OF THE INAUGURAL SPRING FOR MUSIC FESTIVAL. THE SPCO ALSO PERFORMED CONCERTS AT ST. OLAF COLLEGE AND CARLETON COLLEGE IN NORTHFIELD, MN DURING THE 2010-11 SEASON. AS PART OF A RESIDENCY WITH THE UNIVERSITY OF CHICAGO, THE SAINT PAUL CHAMBER ORCHESTRA PERFORMED TWO CONCERTS AT THE UNIVERSITY OF CHICAGO'S MANDEL HALL DURING 2010-11. BROADCAST AND DIGITAL MEDIA ACTIVITYTHE SPCO CONTINUED TO BE BROADCAST VIA ITS MEDIA PARTNER, MINNESOTA PUBLIC RADIO (MPR), DURING THE 2010-11 SEASON. THE SPCO WAS BROADCAST REGIONALLY 36 TIMES DURING 2010-11, THROUGH ITS MONDAY NIGHT SHOW ON MPR'S CLASSICAL 99.5. THE SPCO'S PROGRAM IS HEARD BY MORE THAN 20,000 LISTENERS EACH WEEK ACROSS MINNESOTA. THERE WERE ALSO TWO LIVE, NATIONAL BROADCASTS DURING 2010-11.THE SPCO WAS FEATURED 132 TIMES ON PUBLIC RADIO'S PERFORMANCE TODAY DURING 2010-11, WHICH REACHES 1.3 MILLION LISTENERS EACH WEEK ON 256 STATIONS. THE SPCO WAS FEATURED 20 TIMES ON SYMPHONYCAST, WHICH REACHES 335,000 LISTENERS EACH WEEK ON 126 STATIONS NATIONWIDE. THE SPCO WAS ALSO FEATURED 77 TIMES ON CLASSICAL 24 AND 130 TIMES ON CLASSICAL 99.5 DURING HOSTED SHOWS. | Description |
| Total Program Service Expense | 9133444 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 82 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 272 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | LU | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 57 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 53 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE FLIFLET | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6512923248 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 ST PETER STREET 3RD FLOOR | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (64 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DOBSON WEST | |||||||
| CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 | |
| ERWIN A KELEN | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| AJ HUSS JR | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| LOWELL J NOTEBOOM | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| LINDA D STINSON | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| THOMAS M BROWN | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| JO BAILEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH M BARSKY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WAYNE BROWN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CALVIN CHUNG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD J COHEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANNETTE CONKLIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAROL DAMBERG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SANDRA L DAVIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOAN R DUDDINGSTON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KATHY GREMILLION | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| INGRID LENZ HARRISON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES N HAYMAKER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PETER E JACKSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES E JOHNSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ARTHUR W KAEMMER MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAUL B KLAAS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RANDALL J KROLL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM C KUHLMANN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KAREN LARSEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT L LEE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID L LILLEHAUG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LAURA LIU | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN H MAHLE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JEROME MIRANOWSKI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| AMY MOON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALFRED P MOORE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BETTY MYERS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JENNY LIND NILSSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DEBORAH J PALMER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAULA PATINEAU | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL R PENNIE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW J REDLEAF | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DONALD E RYKS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WARREN SAMPSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANTHONY C SCARFONE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL J SCHMECHEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FRED SEWELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RONALD SIT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARSCHALL I SMITH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SHERRY SPENCE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH H TASHJIAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BETH R TAYLOR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DIANE L THORMODSGARD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KRISTEN SMITH WENKER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH WILLIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MAX ZARLING | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KELLY LINDQUIST | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAROLYNN JOHNSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| D WILLIAM KAUFMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DONNA KELLY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BRENDA MANUEL MICKENS | |||||||
| EX-OFFICIO/VIOLIN | 30.00 | X | 66972 | 0 | 25756 | ||
| CAROLE MASON SMITH | |||||||
| EX-OFFICIO/BASSOON | 30.00 | X | 72908 | 0 | 24372 | ||
| SARAH LUTMAN | |||||||
| PRESIDENT & MANAGING DIRECTOR | 40.00 | X | X | 206248 | 0 | 15984 | |
| JON LIMBACHER | |||||||
| VICE PRESIDENT & COO | 40.00 | X | 193230 | 0 | 16600 | ||
| JULIE FLIFLET | |||||||
| DIRECTOR OF FINANCE | 40.00 | X | 85654 | 0 | 1443 | ||
| RUGGERO ALLIFRANCHINI | |||||||
| MUSICIAN | 30.00 | 124961 | 0 | 16338 | X | ||
| STEVEN COPES | |||||||
| MUSICIAN | 30.00 | 173158 | 0 | 23502 | X | ||
| KATHRYN GREENBANK | |||||||
| MUSICIAN | 30.00 | 105300 | 0 | 28730 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1028431 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 152725 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BENNETT DIRECT | |||||
| 231 E BUFFALO ST SUITE 200 | MILWAUKEE | WI | 53202 | TELEFUNDING | 172915 |
| OPUS 3 ARTISTS | |||||
| 470 PARK AVE S 9TH FLOOR N | NEW YORK | NY | 10016 | GUEST ARTIST | 163830 |
| IMG ARTISTS LLC | |||||
| 152 W 57TH ST CARNEGIE HALL TOWER | NEW YORK | NY | 10019 | GUEST ARTIST | 103040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 155096 | FundraisingEvents |
| Government Grants | 550866 | GovernmentGrants |
| All Other Contributions | 6044916 | AllOtherContributions |
| Noncash Contributions | 568487 | NoncashContributions |
| Total Contributions | 6750878 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET REVENUE | 711130 | 1526135 | 1526135 |
| CONCERTS FOR A FEE | 711130 | 459241 | 459241 |
| RECORDING AND OTHER | 711130 | 7937 | 7937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1993313 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 242065 | TotalRevenueColumn |
| Unrelated Business Revenue | 4651 | UnrelatedBusinessRevenue |
| Exclusion | $237,414 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4374 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 635 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3739 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3739 | TotalRevenueColumn |
| Exclusion | $3,739 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10741764 | Securities |
| Other | 14000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9442148 | Securities |
| Other | 5077 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1299616 | Securities |
| Other | 8923 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1308539 | TotalRevenueColumn |
| Exclusion | $1,308,539 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 119235 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 155096 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 120993 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1758 | TotalRevenueColumn |
| Exclusion | -$1,758 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVESTMENT INCOM | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 176650 | TotalRevenueColumn |
| Exclusion | $176,650 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 176650 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10473426 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1993313 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4651 | UnrelatedBusinessRevenue |
| Exclusion | $1,724,584 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 728881 | Total |
| Program Services | 347751 | ProgramServices |
| Management And General | 167882 | ManagementAndGeneral |
| Fundraising | 213248 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4808346 | Total |
| Program Services | 4241384 | ProgramServices |
| Management And General | 228466 | ManagementAndGeneral |
| Fundraising | 338496 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289301 | Total |
| Program Services | 289193 | ProgramServices |
| Fundraising | 108 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 493670 | Total |
| Program Services | 406537 | ProgramServices |
| Management And General | 41463 | ManagementAndGeneral |
| Fundraising | 45670 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383574 | Total |
| Program Services | 322145 | ProgramServices |
| Management And General | 26614 | ManagementAndGeneral |
| Fundraising | 34815 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2395 | Total |
| Fundraising | 2395 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23584 | Total |
| Program Services | 13880 | ProgramServices |
| Management And General | 9704 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37900 | Total |
| Management And General | 29804 | ManagementAndGeneral |
| Fundraising | 8096 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144328 | Total |
| Fundraising | 144328 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104917 | Total |
| Management And General | 104917 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219687 | Total |
| Program Services | 175930 | ProgramServices |
| Management And General | 35676 | ManagementAndGeneral |
| Fundraising | 8081 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36447 | Total |
| Program Services | 36447 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406222 | Total |
| Program Services | 273742 | ProgramServices |
| Management And General | 50616 | ManagementAndGeneral |
| Fundraising | 81864 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112014 | Total |
| Program Services | 8536 | ProgramServices |
| Management And General | 103478 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441451 | Total |
| Program Services | 364431 | ProgramServices |
| Management And General | 45233 | ManagementAndGeneral |
| Fundraising | 31787 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122530 | Total |
| Program Services | 55939 | ProgramServices |
| Management And General | 53426 | ManagementAndGeneral |
| Fundraising | 13165 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516943 | Total |
| Program Services | 316543 | ProgramServices |
| Management And General | 153665 | ManagementAndGeneral |
| Fundraising | 46735 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONCERT/PRODUCTION EXPE | 2031078 | 2031073 | 5 | |
| ORCHESTRA TRAVEL/TOUR/R | 148508 | 144451 | 4057 | |
| OTHER ARTISTIC OPERATIO | 60163 | 60163 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121226 | Total |
| Program Services | 45299 | ProgramServices |
| Management And General | 22236 | ManagementAndGeneral |
| Fundraising | 53691 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11233165 | Total |
| Program Services | 9133444 | ProgramServices |
| Management And General | 1073185 | ManagementAndGeneral |
| Fundraising | 1026536 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9525 | Total |
| Program Services | 8696 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 829 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 984254 | BOY |
| EOY | 852350 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4593466 | BOY |
| EOY | 3501412 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43005 | BOY |
| EOY | 91531 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167781 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59000 | BOY |
| EOY | 50000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250227 | BOY |
| EOY | 236310 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4851696 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3233210 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1542942 | BOY |
| EOY | 1618486 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6796220 | BOY |
| EOY | 6441230 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24915052 | BOY |
| EOY | 27792545 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 161361 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3313213 | BOY |
| EOY | 3785378 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42665160 | BOY |
| EOY | 44530603 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348980 | BOY |
| EOY | 500967 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1216045 | BOY |
| EOY | 1102163 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 672756 | BOY |
| EOY | 612775 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2237781 | BOY |
| EOY | 2215905 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2058770 | BOY |
| EOY | -333339 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4499125 | BOY |
| EOY | 3611247 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37987024 | BOY |
| EOY | 39036790 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40427379 | BOY |
| EOY | 42314698 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42665160 | BOY |
| EOY | 44530603 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -759739 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2647058 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11049964 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10421597 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5932521 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6717078 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6750878 | CurrentTaxYear |
| Total | 40872038 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11049964 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10421597 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5932521 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6717078 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6750878 | CurrentTaxYear |
| Total | 40872038 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3462786 | AmountsSubstContributorsTotal |
| Public Support Total170 | 37409252 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1436742 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2558055 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 725618 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 492872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 423021 | CurrentTaxYear |
| Total | 5636308 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 46508346 | TotalSupport |
| Gross Receipts From Admissions Etc | 12959354 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.80440 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75430 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35828644 | BeginningOfYearBalance |
| Contributions | 520000 | Contributions |
| Investment Earnings Or Losses | 4055212 | InvestmentEarningsOrLosses |
| Other Expenditures | 1617702 | OtherExpenditures |
| Administrative Expenses | 184575 | AdministrativeExpenses |
| End Of Year Balance | 38601579 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35251965 | BeginningOfYearBalance |
| Contributions | 149089 | Contributions |
| Investment Earnings Or Losses | 2241148 | InvestmentEarningsOrLosses |
| Other Expenditures | 1627153 | OtherExpenditures |
| Administrative Expenses | 186405 | AdministrativeExpenses |
| End Of Year Balance | 35828644 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41874136 | BeginningOfYearBalance |
| Contributions | 188634 | Contributions |
| Investment Earnings Or Losses | -4932772 | InvestmentEarningsOrLosses |
| Other Expenditures | 1544810 | OtherExpenditures |
| Administrative Expenses | 333223 | AdministrativeExpenses |
| End Of Year Balance | 35251965 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2490448 | OtherCostOrOtherBasis |
| Depreciation | 1818562 | Depreciation |
| Book Value | 671886 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2337248 | OtherCostOrOtherBasis |
| Depreciation | 1414648 | Depreciation |
| Book Value | 922600 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24000 | OtherCostOrOtherBasis |
| Book Value | 24000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1618486 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ABSOLUTE RETURN STRATEGIES | 19944204 | F |
| PRIVATE EQUITY | 2504751 | F |
| REAL ASSETS | 5343590 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 27792545 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN CHARITABLE TRUST | Description |
| Book Value | 3785378 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3785378 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT AND GIFTS | Description |
| Amount | $612,775 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 612775 | TotalOfAmounts |
| Total Revenue | 10473426 | TotalRevenue |
| Total Expenses | 11233165 | TotalExpenses |
| Excess Or Deficit For Year | -759739 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2164424 | NetUnrealizedGLOnInvestments |
| Other | $482,634 | OtherAmount |
| Total Adjustments | 2647058 | TotalAdjustments |
| Excess Or Deficit Per FS | 1887319 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12836392 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2164424 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 5400 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 298059 | OtherRevenues |
| Revenue Not Rptd F990 | 2467883 | RevenueNotRptdF990 |
| Revenue Subtotal | 10368509 | RevenueSubtotal |
| Investment Expenses Not Included | 104917 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 104917 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10473426 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10949073 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 5400 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 5400 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10943673 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 104917 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 184575 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 289492 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11233165 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT CONSISTS OF POOLED FUNDS RESTRICTED FOR THE LONG-TERM SUPPORT OF THE SAINT PAUL CHAMBER ORCHESTRA. THE ENDOWMENT IS INVESTED FOR PURPOSES OF EARNING INCOME (DIVIDENDS, INTEREST, AND REALIZED AND UNREALIZED GAINS). THE INCOME CAN GENERALLY BE USED TO OFFSET FUND MANAGEMENT EXPENSES, OPERATING FUND ADDITIONAL SUPPORT, OR BE REINVESTED IN ACCORDANCE WITH THE SPCO'S INVESTMENT POLICY. RESTRICTED ENDOWMENT INCOME IS USED FOR ITS INTENDED PURPOSE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SOCIETY IS INCORPORATED IN THE STATE OF MINNESOTA, IS DESIGNATED AS A NONPROFIT 501(C)(3) CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. DURING 2010, THE SOCIETY ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10 (PREVIOUSLY FINANCIAL INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES). THE SOCIETY UNDERGOES AN ANNUAL ANALYSIS OF ITS VARIOUS TAX POSITIONS, ASSESSING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UPON EXAMINATION WITH RELEVANT TAX AUTHORITIES. THE IMPLEMENTATION OF THIS STANDARD HAD NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. AS OF BOTH THE DATE OF ADOPTION AND AS OF JUNE 30, 2011, NO AMOUNTS WERE RECORDED AS A RESULT OF THIS ANALYSIS. THE SOCIETY IS NO LONGER SUBJECT TO FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008 AND STATE EXAMINATIONS FOR YEARS BEFORE 2007. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUST 495,855. CHANGE IN VALUE OF GIFT ANNUITIES -75,674. CHANGE IN DISCOUNT ON PLEDGES RECEIVABLE 62,453. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 495,855. CHANGE IN VALUE OF GIFT ANNUITIES -75,674. CHANGE IN DISCOUNT ON PLEDGES RECEIVABLE 62,453. FUNDRAISING EXPENSES REPORTED IN REVENUE ON FINANCIAL STATEMENTS -184,575. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED IN REVENUE ON FINANCIAL STATEMENTS 184,575. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | ENDOWMENT INVESTMENTS |
| EUROPE | 0 | 0 | ENDOWMENT INVESTMENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THE ORGANIZATION DOES NOT AWARD GRANTS OR ASSISTANCE OUTSIDE THE UNITED STATES. THE ORGANIZATION ONLY HAS INVESTMENT ACTIVITIES OUTSIDE THE UNITED STATES. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT DIRECT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 E BUFFALO ST SUITE 200 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 282231 | GrossReceipts |
| Amount Retained By Contractor | 144265 | AmountRetainedByContractor |
| Net To Organization | 137966 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 282231 | TotalGrossReceipts |
| Total Retained By Contractors | 144265 | TotalRetainedByContractors |
| Total Net To Organization | 137966 | TotalNetToOrganization |
| Licensed States | MN | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 259452 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 144087 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 115365 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 111097 | OtherDirectExpensesEvent1 |
| Name Of Event2 | OPENING NIGHT | NameOfEvent2 |
| Gross Receipts Event2 | 14879 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 11009 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 3870 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 9896 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 274331 | GrossReceiptsTotal |
| Charitable Contributions Total | 155096 | CharitableContributionsTotal |
| Gross Revenue Total Events | 119235 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 120993 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 120993 | DirectExpenseSummaryEvents |
| Net Income Summary | -1758 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARAH LUTMAN | |||||||||||||
| 205739 | 0 | 0 | 0 | 509 | 0 | 0 | 0 | 16640 | 0 | 222888 | 0 | 0 | 0 |
| JON LIMBACHER | |||||||||||||
| 192722 | 0 | 0 | 0 | 508 | 0 | 0 | 0 | 17256 | 0 | 210486 | 0 | 0 | 0 |
| STEVEN COPES | |||||||||||||
| 172010 | 0 | 0 | 0 | 1148 | 0 | 16344 | 0 | 8305 | 0 | 197807 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ELSA NILSSON | |||
| FAMILY MEMBER OF CURRENT BOARD MEMBER | 69762 | COMPENSATION | 0 |
| CHUCK ULLERY | |||
| FAMILY MEMBER OF CURRENT BOARD MEMBER | 82564 | COMPENSATION | 0 |
| (no name) | |||
| 0 | |||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 40 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 416294 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE OF HIGH/LOW | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MISCELLANEOUS | Description |
| Number Of Contributions | 60 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 152193 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE SPCO USES UBS TO SELL STOCK GIFTS. GENERALLY THE DONOR WILL CONTACT THE SPCO TO TELL US THEY ARE DONATING STOCK. THEY ARE GIVEN THE INFORMATION ON TRANSFERRING THE STOCK TO UBS. ONCE RECEIVED, UBS SELLS THE STOCK AND SENDS THE PROCEEDS TO THE SPCO. OCCASIONALLY A DONOR WILL USE THEIR OWN BROKER TO SELL THE STOCK AND THEN THE PROCEEDS ARE RECEIVED FROM THAT BROKER. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD OF DIRECTORS MAY DESIGNATE AN EXECUTIVE COMMITTEE WITH SUCH MEMBERS AND DUTIES AS MAY BE SPECIFIED BY THE BOARD OF DIRECTORS FROM TIME TO TIME. ALL EXECUTIVE COMMITTEE MEMBERS SHALL BE DIRECTORS. THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS. ONE-THIRD (1/3) OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM. A MAJORITY OF THE VOTES CAST SHALL GOVERN IN EVERY MATTER VOTED UPON. | |
| FORM 990, PART VI, SECTION A, LINE 2 | PAULA PATINEAU AND JOE TASHJIAN HAVE A FAMILY RELATIONSHIP. BETTY MYERS AND PETER B MYERS HAVE A FAMILY RELATIONSHIP. ROBERT LEE & LINDA STINSON HAVE A BUSINESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 4 | A SUMMARY OF SIGNIFICANT CHANGES TO THE BYLAWS INCLUDE: *ELIMINATING HONORARY MEMBERS *ADDED REFERENCE TO THE RIGHTS OF VOTING MEMBERS TO INSPECT THE MEMBERSHIP LIST *CLARIFIED LANGUAGE REGARDING MEETING QUORUMS *CLARIFIED LANGUAGE ON WRITTEN ACTION AND WRITTEN BALLOT FOR MEETINGS *ADDED PROVISIONS FOR REMOTE PARTICIPATION IN MEETINGS *APPLIED A MORE DISCIPLINED PROCESS FOR SUBMITTING AND CONSIDERING BOARD NOMINATIONS *ADDED A REQUIREMENT THAT THE BOARD MEET AT LEAST ONCE PER FISCAL YEAR *INCORPORATED ADDITIONAL MEANS OF GIVING NOTICE OF BOARD MEETINGS *CLARIFIED MECHANICS AROUND CALLING SPECIAL MEETINGS OF THE BOARD *CLARIFIED LANGUAGE REGARDING QUORUMS FOR BOARD MEETINGS *ELIMINATED MUSIC DIRECTOR AS A DESIGNATED OFFICER POSITION *CLARIFIED MECHANICS AROUND APPOINTMENT OF COMMITTEE CHAIRS | |
| FORM 990, PART VI, SECTION A, LINE 6 | THIS ORGANIZATION'S VOTING MEMBERS CONSIST OF THE MEMBERS OF THE BOARD OF DIRECTORS AND THE GOVERNING MEMBERS OF THE CORPORATION. ALL PERSONS AND ORGANIZATIONS THAT CONTRIBUTE OR PLEDGE AT LEAST $2,500 DURING THE ORGANIZATION'S MOST RECENT OR CURRENT FISCAL YEAR MAY ELECT TO BE DESIGNATED AS A GOVERNING MEMBER. | |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH YEAR THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS SUBMITS A LIST OF RECOMMENDED NOMINEES FOR APPROVAL AT THE ANNUAL MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS REVIEWED BY THE DIRECTOR OF FINANCE PRIOR TO BOARD REVIEW. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD AND APPROVED BEFORE IT IS FILED. | |
| ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM ANNUALLY. THE EXECUTIVE ASSISTANT REVIEWS THE FORMS AND FORWARDS ANY ITEMS NOTED TO THE GOVERNANCE COMMITTEE FOR REVIEW. THE RESTRICTIONS IMPOSED ON A PERSON WITH A CONFLICT ARE DETERMINED BY THE GOVERNANCE COMMITTEE AND WOULD TYPICALLY INCLUDE A RESTRICTION FROM VOTING ON MATTERS RELATED TO THE CONFLICT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| FOR THE PRESIDENT & MANAGING DIRECTOR POSITIONS, REBUTTABLE PRESUMPTIONS DATA IS COMPILED AND REVIEWED AND THE GENERAL PARAMETERS OF THEIR EMPLOYMENT AGREEMENT IS COMPARED AGAINST THIS DATA BEFORE THE EMPLOYMENT AGREEMENT IS FINALIZED WITH CANDIDATES. ANNUALLY THE EXECUTIVE COMMITTEE UNDERTAKES A PERFORMANCE EVALUATION OF THE PRESIDENT AND ADDRESSES THE PRESIDENT'S COMPENSATION. OTHER OFFICERS OR KEY EMPLOYEES FOLLOW THE REGULAR ORGANIZATION-WIDE PRACTICES WHERE COMPENSATION IS REVIEWED PERIODICALLY WITH INDUSTRY SALARY SURVEY DATA AND IS COMMENSURATE WITH THE POSITION AND EXPERIENCE OF THE INDIVIDUAL. ANNUAL REVIEWS ARE CONDUCTED THAT ARE LINKED WITH CHANGES IN COMPENSATION. IF APPROPRIATE, REBUTTABLE PRESUMPTION DATA IS REVIEWED AND COMPARED FOR THE OTHER OFFICERS OR KEY EMPLOYEES. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 2,164,424. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUST 495,855. CHANGE IN VALUE OF GIFT ANNUITIES -75,674. CHANGE IN DISCOUNT ON PLEDGES RECEIVABLE 62,453. TOTAL TO FORM 990, PART XI, LINE 5: 2,647,058. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLEAF ENDOWMENT TRUST FOR THE SPCO | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 IDS CENTER | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416429380 | EIN |
| Primary Activities | INVESTING | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST PAUL CHAMBER ORCHESTRA SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLEAF ENDOWMENT TRUST FOR THE SPCO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionType |
| Amount Involved | 176650 | AmountInvolved |
| Method Of Amt Determination | ACCRUAL | MethodOfAmtDetermination |
Comments