THE MUSICAL ARTS ASSOCIATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE MUSICAL ARTS ASSOCIATION (EIN 34-0714468)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201121339349304987
- Schema version
- 2009v1.7
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T16:20:18-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 HUNTINGTON CTR 41 S HIGH ST | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714468 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Musical Arts Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MUSI | NameControl |
| Phone | 2162317300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11001 Euclid Avenue | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 44106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES E MENGER | Name |
| Title | CHEIF FINANCIAL OFFICER | Title |
| Phone | 2162317300 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6142245678 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Gary Hanson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11001 Euclid Avenue | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 44106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 52236959 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.clevelandorchestra.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1925 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | The core purpose of The Musical Arts Association is to provide inspirational experience by serving the art of music at the highest level of artistic excellence. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 78 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 75 | NbrIndependentVotingMembers |
| Total Nbr Employees | 530 | TotalNbrEmployees |
| Total Nbr Volunteers | 1250 | TotalNbrVolunteers |
| Total Gross UBI | 5444 | TotalGrossUBI |
| Contributions Grants Prior Year | 37868783 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 23468970 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15892008 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14509442 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 801296 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2331823 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 420818 | OtherRevenuePriorYear |
| Other Revenue Current Year | 472317 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 54982905 | TotalRevenuePriorYear |
| Total Revenue Current Year | 40782552 | 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 | 28726859 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 28505397 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 472149 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 560347 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3250962 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20242992 | OtherExpensePriorYear |
| Other Expenses Current Year | 16924256 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 49442000 | TotalExpensesPriorYear |
| Total Expenses Current Year | 45990000 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5540905 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5207448 | RevenuesLessExpensesCY |
| Total Assets BOY | 189207401 | TotalAssetsBOY |
| Total Assets EOY | 193619327 | TotalAssetsEOY |
| Total Liabilities BOY | 57645260 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 60268968 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 131562141 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 133350359 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE CORE PURPOSE OF THE MUSICAL ARTS ASSOCIATION IS TO PROVIDE INSPIRATIONAL EXPERIENCE BY SERVING THE ART OF MUSIC AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE. THE MUSICAL ARTS ASSOCIATION OPERATES THE CLEVELAND ORCHESTRA, SEVERANCE HALL, AND BLOSSOM MUSIC CENTER. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 19634245 | Expense |
| Revenue | 5822366 | Revenue |
| Description | SEVERENCE HALL SESASON (SEE SCHEDULE O) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8084689 | Expense |
| Revenue | 2047392 | Revenue |
| Description | BLOSSOM FESTIVAL (SEE SCHEDULE O) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6159763 | Expense |
| Revenue | 2802453 | Revenue |
| Description | TOURS AND RESIDENCIES (SEE SCHEDULE O) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4619822 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 3712357 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 38498519 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 207 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 530 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | AU | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 78 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 75 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES E MENGER | NamePerson |
| Telephone Number | 2162317300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11001 Euclid Avenue | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 44106 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (86 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DENNIS W LABARRE | ||||||||
| PRESIDENT | 13.0 | X | X | 0 | 0 | 0 | ||
| RICHARD J BOGOMOLNY | ||||||||
| CHAIRMAN | 13.0 | X | X | 0 | 0 | 0 | ||
| THE HONORABLE JOHN D ONG | ||||||||
| VICE PRESIDENT | 3.0 | X | X | 0 | 0 | 0 | ||
| NORMA LERNER | ||||||||
| HONORARY CHAIR | 3.0 | X | X | 0 | 0 | 0 | ||
| RAYMOND T SAWYER | ||||||||
| SECRETARY | 3.0 | X | X | 0 | 0 | 0 | ||
| BETH E MOONEY | ||||||||
| TREASURER | 3.0 | X | X | 0 | 0 | 0 | ||
| GEORGE N ARONOFF | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DR RONALD H BELL | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CHARLES P BOLTON | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DR JEANETTE G BROWN | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MARILYN K BROWN | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| HELEN RANKIN BUTLER | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SCOTT CHAIKIN | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT D CONRAD | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MATTHEW V CRAWFORD | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GAY CORNWELL CULL | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ALEXANDER M CUTLER | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BRUCE P DYER | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| TERRANCE CZ EGGER | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PAUL G GREIG | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| STEPHEN H HOFFMAN | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID HOOKER | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL J HORVITZ | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MARGUERITE B HUMPHREY | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CHRISTOPHER HYLAND | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAMES D IRELAND III | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CLIFFORD J ISROFF | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| TREVOR JONES | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JEAN C KALBERER | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| NANCY F KEITHLEY | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DOUGLAS A KERN | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT J KING JR | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN D KOCH JR | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| S LEE KOHRMAN | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CHARLOTTE R KRAMER | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| VIRGINIA M LINDSETH | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ALEX MACHASKEE | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT P MADISON | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| NANCY W MCCANN | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS F MCKEE | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SAMUEL H MILLER | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN C MORLEY | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DONALD W MORRISON | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GARY OATEY | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KATHERINE T O'NEILL | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LARRY POLLOCK | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ALFRED M RANKIN JR | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CLARA T RANKIN | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| AUDREY GILBERT RATNER | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CHARLES A RATNER | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAMES S REID JR | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BARBARA S ROBINSON | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| STEVEN M ROSS | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LUCI SCHEY | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| NEIL SETHI | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| HEWITT B SHAW JR | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID L SIMON | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RICHARD K SMUCKER | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| R THOMAS STANTON | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GERALDINE B WARNER | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS A WALTERMIRE | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PAUL E WESTLAKE JR | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID A WOLFORT | ||||||||
| RESIDENT TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LAUREL BLOSSOM | ||||||||
| INTERNATIONAL TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DR RONALD A CRUTCHER | ||||||||
| INTERNATIONAL TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RICHARD C GRIDLEY | ||||||||
| INTERNATIONAL TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GEORGE GUND III | ||||||||
| INTERNATIONAL TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LOREN W HERSHEY | ||||||||
| INTERNATIONAL TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MRS GILBERT W HUMPHREY | ||||||||
| INTERNATIONAL TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| HOWARD P MILSTEIN | ||||||||
| INTERNATIONAL TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LUDWIG SCHARINGER | ||||||||
| INTERNATIONAL TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN G TELTSCH | ||||||||
| INTERNATIONAL TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CAROLYN DESSIN | ||||||||
| TRUSTEE EX-OFFICIO | 1.0 | X | 0 | 0 | 0 | |||
| IRIS HARVIE | ||||||||
| TRUSTEE EX-OFFICIO | 1.0 | X | 0 | 0 | 0 | |||
| PHYLLIS KNAUF | ||||||||
| TRUSTEE EX-OFFICIO | 1.0 | X | 0 | 0 | 0 | |||
| DR LESTER A LEFTON | ||||||||
| TRUSTEE EX-OFFICIO | 1.0 | X | 0 | 0 | 0 | |||
| JEAN SARLSON | ||||||||
| TRUSTEE EX-OFFICIO | 1.0 | X | 0 | 0 | 0 | |||
| BARBARA R SNYDER | ||||||||
| TRUSTEE EX-OFFICIO | 1.0 | X | 0 | 0 | 0 | |||
| JAMES E MENGER | ||||||||
| ASSISTANT TREASURER/CFO | 50.0 | X | 173642 | 0 | 31361 | |||
| ROSEMARY H KLENA | ||||||||
| ASSISTANT SECRETARY/ADMIN ASSI | 45.0 | X | 72446 | 0 | 12020 | |||
| GARY HANSON | ||||||||
| EXECUTIVE DIRECTOR | 60.0 | 401675 | 0 | 59283 | X | |||
| WILLIAM PREUCIL | ||||||||
| MUSICIAN | 40.0 | 408927 | 0 | 25586 | X | |||
| RICHARD KING | ||||||||
| MUSICIAN | 40.0 | 233806 | 0 | 23866 | X | |||
| FRANKLIN COHEN | ||||||||
| MUSICIAN | 40.0 | 231991 | 0 | 13359 | X | |||
| MICHAEL SACHS | ||||||||
| MUSICIAN | 40.0 | 225823 | 0 | 25066 | X | |||
| JOSHUA SMITH | ||||||||
| MUSICIAN | 40.0 | 223530 | 0 | 14359 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1971840 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 204900 | TotalOtherCompensation |
| Number Individuals GT100 K | 107 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|
| FRANZ WELSER-MST | |||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | MUSIC DIRECTOR | 1075204 | ||||
| ARTS MARKETING SERVICES INC | |||||||||
| TELEFUNDING/TELEMKTG | 424000 | 260 EAST KING STREET | TORONTO | ONTARIO M5A 4L5 | CA | ||||
| IDEASTREAM | |||||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | TV/VIDEO PRODUCTION | 328146 | ||||
| GENOVESE VANDERHOOF ASSOCIATES | |||||||||
| FUND-RAISING COUNSEL | 304684 | 77 CARLTON STREET SUITE 1103 | TORONTO | ONTARIO M5B 2J7 | CA | ||||
| OPUS 3 ARTISTS | |||||||||
| 470 PARK AVE SOUTH 9TH FLOOR | NEW YORK | NY | 10016 | ARTIST MANAGEMENT | 302000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Fundraising Events | 80270 | FundraisingEvents |
| Related Organizations | 2065491 | RelatedOrganizations |
| Government Grants | 2393558 | GovernmentGrants |
| All Other Contributions | 18929651 | AllOtherContributions |
| Noncash Contributions | 838227 | NoncashContributions |
| Total Contributions | 23468970 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| CONCERT REVENUE | 711130 | 13357849 | 13357849 | |
| HALL INCOME | 711130 | 695857 | 570983 | $124,874 |
| BROADCAST/RECORDING | 711130 | 455736 | 455736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14509442 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1835928 | TotalRevenueColumn |
| Exclusion | $1,835,928 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11511225 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11015330 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 495895 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 495895 | TotalRevenueColumn |
| Exclusion | $495,895 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 644863 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 80270 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 296979 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 347884 | TotalRevenueColumn |
| Exclusion | $347,884 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 261087 | GrossSalesOfInventory |
| Cost Of Goods Sold | 142098 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 118989 | TotalRevenueColumn |
| Exclusion | $118,989 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GLIDDEN HOUSE PARTNERS, LTD | Description |
| Business Code | 721000 | BusinessCode |
| Total Revenue Column | 5444 | TotalRevenueColumn |
| Unrelated Business Revenue | 5444 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5444 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40782552 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14384568 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5444 | UnrelatedBusinessRevenue |
| Exclusion | $2,923,570 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 727792 | Total |
| Management And General | 727792 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22642427 | Total |
| Program Services | 19990837 | ProgramServices |
| Management And General | 955553 | ManagementAndGeneral |
| Fundraising | 1696037 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1788999 | Total |
| Program Services | 1614767 | ProgramServices |
| Management And General | 126548 | ManagementAndGeneral |
| Fundraising | 47684 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1968345 | Total |
| Program Services | 1744579 | ProgramServices |
| Management And General | 100286 | ManagementAndGeneral |
| Fundraising | 123480 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1377834 | Total |
| Program Services | 1231941 | ProgramServices |
| Management And General | 96480 | ManagementAndGeneral |
| Fundraising | 49413 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1015854 | Total |
| Program Services | 894699 | ProgramServices |
| Management And General | 115820 | ManagementAndGeneral |
| Fundraising | 5335 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263534 | Total |
| Management And General | 263534 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61514 | Total |
| Management And General | 61514 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126000 | Total |
| Management And General | 126000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 560347 | Total |
| Fundraising | 560347 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 463000 | Total |
| Management And General | 463000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3224967 | Total |
| Program Services | 3224967 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1668195 | Total |
| Program Services | 1656669 | ProgramServices |
| Fundraising | 11526 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 594998 | Total |
| Program Services | 393180 | ProgramServices |
| Management And General | 90862 | ManagementAndGeneral |
| Fundraising | 110956 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251791 | Total |
| Program Services | 165554 | ProgramServices |
| Management And General | 36887 | ManagementAndGeneral |
| Fundraising | 49350 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117923 | Total |
| Program Services | 117923 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1211508 | Total |
| Program Services | 952088 | ProgramServices |
| Management And General | 126375 | ManagementAndGeneral |
| Fundraising | 133045 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2571623 | Total |
| Program Services | 2540343 | ProgramServices |
| Management And General | 30557 | ManagementAndGeneral |
| Fundraising | 723 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134617 | Total |
| Program Services | 36612 | ProgramServices |
| Management And General | 80620 | ManagementAndGeneral |
| Fundraising | 17385 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200000 | Total |
| Program Services | 164000 | ProgramServices |
| Management And General | 20000 | ManagementAndGeneral |
| Fundraising | 16000 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2021000 | Total |
| Program Services | 1657220 | ProgramServices |
| Management And General | 202100 | ManagementAndGeneral |
| Fundraising | 161680 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48328 | Total |
| Program Services | 25985 | ProgramServices |
| Management And General | 11625 | ManagementAndGeneral |
| Fundraising | 10718 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DIRECT CONCERT EXPENSE | 1501299 | 1501299 | ||
| OTHER EXPENSES | 859564 | 190315 | 411966 | 257283 |
| MEDIA EXPENSES | 395541 | 395541 | ||
| CAPITAL ACTIVITIES | 193000 | 193000 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45990000 | Total |
| Program Services | 38498519 | ProgramServices |
| Management And General | 4240519 | ManagementAndGeneral |
| Fundraising | 3250962 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15775 | BOY |
| EOY | 19676 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25899436 | BOY |
| EOY | 24780564 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27191447 | BOY |
| EOY | 26993176 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2204086 | BOY |
| EOY | 875414 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224943 | BOY |
| EOY | 233852 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335541 | BOY |
| EOY | 324350 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2250152 | BOY |
| EOY | 2385311 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 72356708 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 27070874 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46972297 | BOY |
| EOY | 45285834 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84113724 | BOY |
| EOY | 92721150 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189207401 | BOY |
| EOY | 193619327 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24281435 | BOY |
| EOY | 27366755 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5213825 | BOY |
| EOY | 4752213 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28150000 | BOY |
| EOY | 28150000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57645260 | BOY |
| EOY | 60268968 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22424571 | BOY |
| EOY | 18433771 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14142594 | BOY |
| EOY | 13928886 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94994976 | BOY |
| EOY | 100987702 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131562141 | BOY |
| EOY | 133350359 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189207401 | BOY |
| EOY | 193619327 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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 | 30789223 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16464079 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19016802 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37868783 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23468970 | CurrentTaxYear |
| Total | 127607857 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30789223 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16464079 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19016802 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37868783 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23468970 | CurrentTaxYear |
| Total | 127607857 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 24091515 | AmountsSubstContributorsTotal |
| Public Support Total170 | 103516342 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4055899 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4193643 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3268114 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2499255 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1835928 | CurrentTaxYear |
| Total | 15852839 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4383 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7268 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 409 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5444 | CurrentTaxYear |
| Total | 20504 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 143481200 | TotalSupport |
| Gross Receipts From Admissions Etc | 80287561 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.72146 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66240 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $100 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $300 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $126,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 126400 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Lobbying Activities | Identifier |
| Return Reference | Schedule C, Part II-B | ReturnReference |
| Explanation | All activities regarding lobbying activities concentrated on legislative matters only. Direct contact with legislators, their staffs, government officials or legislative bodies by The Musical Arts Association volunteers, employees, trustees, or legal counsel occurred via telephone or an occasional meeting. The Musical Arts Association contracted William P. Blair, III to provide professional expertise to secure funds from the State of Ohio and the federal government with regards to the operations and capital needs of the institution. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 113141000 | BeginningOfYearBalance |
| Contributions | 6275000 | Contributions |
| Investment Earnings Or Losses | 11013000 | InvestmentEarningsOrLosses |
| Other Expenditures | 6878000 | OtherExpenditures |
| Administrative Expenses | 970000 | AdministrativeExpenses |
| End Of Year Balance | 122581000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 123512000 | BeginningOfYearBalance |
| Contributions | 22151000 | Contributions |
| Investment Earnings Or Losses | -24393000 | InvestmentEarningsOrLosses |
| Other Expenditures | 7171000 | OtherExpenditures |
| Administrative Expenses | 958000 | AdministrativeExpenses |
| End Of Year Balance | 113141000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.13240 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.82390 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04370 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2352604 | OtherCostOrOtherBasis |
| Book Value | 2352604 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62691277 | OtherCostOrOtherBasis |
| Depreciation | 24237112 | Depreciation |
| Book Value | 38454165 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7312827 | OtherCostOrOtherBasis |
| Depreciation | 2833762 | Depreciation |
| Book Value | 4479065 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 45285834 | TotalOfBookValueLandBuildings |
| Total Revenue | 40782552 | TotalRevenue |
| Total Expenses | 45990000 | TotalExpenses |
| Excess Or Deficit For Year | -5207448 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 9415172 | NetUnrealizedGLOnInvestments |
| Other | -$2,422,132 | OtherAmount |
| Total Adjustments | 6993040 | TotalAdjustments |
| Excess Or Deficit Per FS | 1785592 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 50898122 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9415172 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 266765 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 9681937 | RevenueNotRptdF990 |
| Revenue Subtotal | 41216185 | RevenueSubtotal |
| Other Revenues Not Included | -433633 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -433633 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 40782552 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 49112530 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 266765 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 2855765 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3122530 | ExpensesNotRptdF990 |
| Expenses Subtotal | 45990000 | ExpensesSubtotal |
| Total Expenses Per Form990 | 45990000 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended Uses of Endowment Funds | Schedule D, Part V, Line 4 | Unrestricted endowment assets consist of funds which have been designated by the Board of Trustees to function as endowment and for which the use of income is not governed by donor-imposed restrictions. Term or temporarily restricted endowment are subject to donor-imposed restrictions that will be met by actions of The Musical Arts Association and/or the passage of time. Permanent endowment is subject to donor-imposed restrictions that require the assets be maintained in perpetuity. The use of income and any related appreciation may be subject to restriction by the donor. |
| FIN 48 Footnote From Financial Statements | Schedule D, Part X | The Musical Arts Association adopted FIN 48 in fiscal year 2008 as required. No disclosures were required under GAAP as The Musical Arts Association does not have any material tax contingencies that required disclosures in the footnotes. |
| Other Changes in Net Assets from Form 990 to Financial Statements | Schedule D, Part XI, Line 8 | Pension liability adjustment $(2,416,688) Book/Tax difference partnership interest $(5,444) |
| Revenue per Form 990, Not on Audited Financial Statement | Schedule D, Part XII, Line 4b | Reclass special events expense $(296,979) Reclass cost of goods sold $(142,098) Book/tax difference partnership interest $5,444 |
| Expense per Audited Financial Statement, Not on Form 990 | Schedule D, Part XIII, Line 2d | Pension liability adjustment $2,416,688 Reclass special event expense $296,979 Reclass cost of goods sold $142,098 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Fundraising | 32457 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | 1695026 | Foreign Tour |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 1727483 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Foreign Activities | Identifier |
| Return Reference | Schedule F, Part I, Line 3, column (f) | ReturnReference |
| Explanation | Foreign touring expenses are recorded on the accrual basis of accounting in The Musical Art Association's financial books. | 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 | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| ARTSMARKETING SERVICES INC | TELEFUNDING | false | 975924 | 334947 | 640977 |
| SANDRA BAKER FEREN | CONSULTING SERVICES | false | 0 | 57000 | 0 |
| GENOVESE VANDERHOOF | CONSULTING SERVICES | false | 0 | 299700 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 975924 | TotalGrossReceipts |
| Total Retained By Contractors | 691647 | TotalRetainedByContractors |
| Total Net To Organization | 640977 | TotalNetToOrganization |
| Licensed States | FL | LicensedStates |
| Licensed States | OH | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OPENING NIGHT | NameOfEvent1 |
| Gross Receipts Event1 | 158923 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2610 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 156313 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 100891 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MAY 2010 GALA | NameOfEvent2 |
| Gross Receipts Event2 | 545660 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 72610 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 473050 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 184241 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 20550 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 5050 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 15500 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 11847 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 725133 | GrossReceiptsTotal |
| Charitable Contributions Total | 80270 | CharitableContributionsTotal |
| Gross Revenue Total Events | 644863 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 296979 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 296979 | DirectExpenseSummaryEvents |
| Net Income Summary | 347884 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES E MENGER | |||||||||||||
| 171042 | 0 | 0 | 0 | 2600 | 0 | 13207 | 0 | 18154 | 0 | 205003 | 0 | 0 | 0 |
| GARY HANSON | |||||||||||||
| 398136 | 0 | 0 | 0 | 3539 | 0 | 40843 | 0 | 18440 | 0 | 460958 | 0 | 0 | 0 |
| WILLIAM PREUCIL | |||||||||||||
| 408927 | 0 | 0 | 0 | 0 | 0 | 8406 | 0 | 17180 | 0 | 434513 | 0 | 0 | 0 |
| RICHARD KING | |||||||||||||
| 233806 | 0 | 0 | 0 | 0 | 0 | 8406 | 0 | 15460 | 0 | 257672 | 0 | 0 | 0 |
| FRANKLIN COHEN | |||||||||||||
| 231991 | 0 | 0 | 0 | 0 | 0 | 8406 | 0 | 4953 | 0 | 245350 | 0 | 0 | 0 |
| MICHAEL SACHS | |||||||||||||
| 222823 | 0 | 3000 | 0 | 0 | 0 | 8406 | 0 | 16660 | 0 | 250889 | 0 | 0 | 0 |
| JOSHUA SMITH | |||||||||||||
| 221030 | 0 | 2500 | 0 | 0 | 0 | 8406 | 0 | 5953 | 0 | 237889 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| EXPLANATION FOR SCHEDULE J, PART I, LINE 1a - CHARTER TRAVEL | The Cleveland Orchestra, on occasion, travels via charter flights when necessary to fulfill foreign or domestic tour concert scheduling requirements. |
| EXPLANATION FOR SCHEDULE J, PART I, LINE 1a - TRAVEL FOR COMPANIONS | The Executive Director's spouse occasionally travels with him attending concerts and other tour specific functions at the expense of The Musical Arts Association. |
| EXPLANATION FOR SCHEDULE J, PART II & FORM 990, PART VII, LINE 1A | THE COMPENSATION AND FRINGE BENEFITS LISTED FOR JAMES E. MENGER AND ROSEMARY H. KLENA ARE ATTRIBUTABLE TO THEIR STATUS AS FULL-TIME EMPLOYEES OF THE MUSICAL ARTS ASSOCIATION. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | County of Cuyahoga Ohio | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 346000817 | IssuerEIN |
| CUSIP Number | 232263CE1 | CUSIPNumber |
| Date Issued | 2004-01-02 | DateIssued |
| Issue Price | 28150000 | IssuePrice |
| Description Of Purpose | SEE SCHEDULE O | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 28181772 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Amount Defeased | 0 | AmountDefeased |
| Amount Unspent | 0 | AmountUnspent |
| Issuance Costs From Proceeds | 1246400 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 0 | CapitalExpenditures |
| Year Of Subst Completion | 2000 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.03100 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.03100 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEE SCHEDULE O | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SEE SCHEDULE O | Relationship |
| Amount Of Transaction | 747270 | AmountOfTransaction |
| Description Of Transaction | SEE SCHEDULE O | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 89 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 838227 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Use of Third Parties to Solicit, Process or Sell Noncash Contributions | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | The Musical Arts Association uses various stock brokers to sell and process stock donations and provide the necessary documentation to record the gift and acknowledge the donor. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF PROGRAM SERVICE ACTIVITY #1 | FORM 990, PART III, LINE 4A | SEVERENCE HALL SEASON - THE CLEVELAND ORCHESTRA LAUNCHED ITS 2009-10 SEVERANCE HALL SEASON ON OCTOBER 1, 2009, FRANZ WELSER-MST'S EIGHTH AS MUSIC DIRECTOR. THE SEASON, ALSO, MARKED THE SECOND YEAR OF THE RETURN OF FULLY-STAGED OPERA TO THE CLEVELAND ORCHESTRA, WITH A PRODUCTION OF MOZART'S COSI FAN TUTTE FEATURING A COLLABORATION WITH THE ZURICH OPERA AND A CAST OF INTERNATIONAL VOCAL SOLOISTS. THROUGHOUT THE SEASON, MR. WELSER-MST'S CONCERTS INCLUDED WORKS NEW OR RARELY PERFORMED BY THE CLEVELAND ORCHESTRA: ADS' VIOLIN CONCERTO, BERG'S SYMPHONIC SUITE FROM LULU, LISZT'S A FAUST SYMPHONY, AND MOZART'S "HAFFNER" SERENADE. CLEVELAND ORCHESTRA PREMIERES NOT CONDUCTED BY MR. WELSER-MST INCLUDED PERFORMANCES OF JOHN ADAMS' DOCTOR ATOMIC SYMPHONY; OSVALDO GOLIJOV'S THE DREAMS AND PRAYERS OF ISAAC THE BLIND; JOHANN BAPTIST GEORG NERUDA'S TRUMPET CONCERTO; JEAN-PHILIPPE RAMEAU'S SUITE FROM DARDANUS; AND JOHANN WAGENAAR'S CYRANO DE BERGERAC OVERTURE. DISTINGUISHED GUEST SOLOISTS APPEARING WITH THE ORCHESTRA INCLUDE PIANISTS PIERRE-LAURENT AIMARD, JEAN EFFLAM BAVOUZEET, JONATHAN BISS, JEFIM BRONFMAN, RICHARD GOODE AND MITSUKO UCHIDA; VIOLINIST LEILA JOSEFOWICZ; AND CELLIST TRULS MRK. VOCAL SOLOISTS PERFORMING WITH THE CLEVELAND ORCHESTRA INCLUDED SOPRANOS ANNA BONITATIBUS, MEASHA BRUEGGERGOSMAN, MALIN HARTELIUS, MARTINA JANKOV, MAGDALENA KOZEN, GENIA KHMEIER, TWYLA ROBINSON AND MARY WILSON; COUNTERTENOR ANTHONY ROTH COSTANZO; TENORS JAVIER CAMARENA AND ALEK SHRADER; BARITONES RUSSELL BRAUN, RUBEN DROLE AND CHRISTIAN CERHAHER; AND BASSES RAYMOND ACETO AND OLIVER WIDMER. GUEST CONDUCTORS APPEARING WITH THE ORCHESTRA WERE VLADIMIR ASHKENAZY, BERTRAND DE BILLY, PIERRE BOULEZ, SEMYON BYCHOV, IVN FISCHER, BERNARD LABADIE, JONATHAN NOTT, MATTHIAS PINTSCHER, DAVID ROBERTSON AND JAAP VAN ZWEDEN. DESCRIPTION OF PROGRAM SERVICE ACTIVITY #2 FORM 990, PART III, LINE 4B BLOSSOM FESTIVAL - THE 10-WEEK 2009 BLOSSOM FESTIVAL DREW APPROXIMATELY 113,000 PATRONS FROM ACROSS OHIO FOR 19 CONCERTS FROM JULY 3 THROUGH SEPTEMBER 6, 2009 (AN INCREASE OF APPROXIMATELY 1,000 OVER THE 2008 FESTIVAL.) DURING THE SEASON, A BROAD ARRAY OF REPERTOIRE WAS PERFORMED, FROM CLASSICAL STANDARD TO FAMILY FRIENDLY THEME-BASED PROGRAMS. IN ADDITION, THE ORCHESTRA AND THE JOFFREY BALLET RENEWED A PARTNERSHIP BEGUN IN 1972, RESTORING THE BLOSSOM FESTIVAL'S SEVENTEEN-YEAR BALLET TRADITION. FOR THE FIRST TIME SINCE THE 1988 SEASON, BALLET PERFORMANCES WERE FEATURED AT BLOSSOM IN COLLABORATION WITH CHICAGO'S JOFFREY BALLET AND CONDUCTED BY CLEVELAND ORCHESTRA ASSISTANT CONDUCTOR TITO MUOZ. ELEVEN CLASSICAL PERFORMANCES WERE PERFORMED BY THE CLEVELAND ORCHESTRA. PROGRAM HIGHLIGHTS FROM THE ORCHESTRAL REPERTOIRE DURING THE SEASON INCLUDED MUSIC DIRECTOR FRANZ WELSER-MST'S APPEARANCES LEADING BEETHOVEN'S VIOLIN CONCERTO WITH SOLOIST NIKOLAJ ZNAIDER, BEETHOVEN'S SYMPHONY NO. 5 AND SHOSTAKOVICH'S SYMPHONY NO. 5. ADDITIONAL WORKS PERFORMED INCLUDED BRAHMS' PIANO CONCERTO NO. 2; MOZART'S "JUPITER" SYMPHONY; MUSSORGSKY'S PICTURES AT AN EXHIBITION; RACHMANINOFF'S PIANO CONCERTO NO. 2; RAVEL'S BOLRO; SCHUMANN'S PIANO CONCERTO AND SYMPHONY NO. 2; TCHAIKOVSKY'S SYMPHONY NO. 5 AND MANY MORE. SIX FAMILY-FRIENDLY SUMMER POPS PROGRAMS INCLUDED MUSIC BY RODGERS & HAMMERSTEIN AND GEORGE GERSHWIN, A SCI-FI SPECTACULAR, AN AMERICAN SALUTE AND BUGS BUNNY AT BLOSSOM. DESCRIPTION OF PROGRAM SERVICE ACTIVITY #3 FORM 990, PART III, LINE 4C TOURS AND RESIDENCIES - THE CLEVELAND ORCHESTRA USES A "RESIDENCY-BASED TOURING" MODEL IN WHICH THE ORCHESTRA SPENDS TIME IN HOST COMMUNITIES AND PROVIDES ADDITIONAL SERVICES AND EDUCATIONAL ACTIVITIES TO BRING VALUE BEYOND THE PERFORMANCES TO THOSE COMMUNITIES. FROM OCTOBER 20 TO NOVEMBER 3, 2009, FRANZ WELSER-MST AND THE CLEVELAND ORCHESTRA GAVE 10 PERFORMANCES DURING THEIR EIGHTH ANNUAL INTERNATIONAL TOUR. THE ORCHESTRA VISITED TORONTO, AMSTERDAM, LUXEMBOURG, PARIS, VIENNA AND LINZ, AMONG OTHER CITIES AND PRESENTED THEIR FOURTH RESIDENCY AT VIENNA'S MUSIKVEREIN. CONCERTS IN LUXEMBOURG AND VIENNA FEATURED INTERNATIONALLY-RENOWNED PIANIST MITSUKO UCHIDA. IN MAY 2010, THE CLEVELAND ORCHESTRA AND FRANZ WELSER-MST PERFORMED WORKS BY BEETHOVEN AND BERG AT CARNEGIE HALL. THE MUSICAL ARTS ASSOCIATION OF MIAMI, THE TRUSTEE GROUP RESPONSIBLE FOR FUNDRAISING FOR THE ORCHESTRA IN MIAMI, CONTINUED TO BE A CATALYST FOR MIAMI-DADE'S GROWING INTERNATIONAL STATURE FOR EXCELLENCE IN ORCHESTRAL PERFORMANCE AND MUSIC EDUCATION. IN MIAMI, THE CLEVELAND ORCHESTRA EXPLORED NEW CONCERT FORMATS WITH "BEETHOVEN WITH A TWIST," COMBINING CASUAL DRESS AND A POST-CONCERT CLASSICAL CABARET. ALONGSIDE THE ORCHESTRA'S SUBSCRIPTION PERFORMANCES, THE RESIDENCY'S TOTAL LIST OF COMMUNITY PARTNERS GREW IN 2009-10 TO A TOTAL OF 17 FORMAL PARTNERSHIPS WITH IMPORTANT MIAMI-DADE ORGANIZATIONS. |
| DESCRIPTION OF OTHER PROGRAM SERVICES | FORM 990, PART III, LINE 4D | SINCE ITS FOUNDING IN 1918, THE CLEVELAND ORCHESTRA HAS HAD AN ONGOING COMMITMENT TO THE EDUCATION OF CHILDREN, ESTABLISHING MUSIC PROGRAMS WITH CLEVELAND AREA SCHOOLS. AN IMPORTANT ELEMENT OF THE ORCHESTRA'S 2009-10 SEASON WAS THE LAUNCH OF A COMMUNITY MUSIC INITIATIVE, DESIGNED TO MAKE IT POSSIBLE FOR MORE PEOPLE OF ALL AGES IN NORTHEAST OHIO THAN EVER BEFORE TO CONNECT WITH MUSIC. THE ONGOING COMMUNITY MUSIC INITIATIVE INCORPORATES AN ARRAY OF LONGSTANDING EDUCATION AND COMMUNITY OFFERINGS SUCH AS THE ORCHESTRA'S EDUCATION CONCERTS AND MUSICAL RAINBOWS (ATTENDED BY 16,000 STUDENTS DURING THE SEASON) WITH NEW PROGRAMS AND EVENTS, INCLUDING PERFORMANCES BY THE ORCHESTRA AT CLEVELAND METROPOLITAN SCHOOL DISTRICT PUBLIC HIGH SCHOOLS. THE ORCHESTRA'S LEARNING THROUGH MUSIC PARTNERSHIP UTILIZES MUSIC AND MUSIC CONCEPTS TO HELP CHILDREN DEVELOP STRONGER LEARNING SKILLS ACROSS ALL SUBJECT AREAS. THROUGH A COMBINATION OF CONCERTS, CLASSROOM RESOURCES, IN-SCHOOL PARTNERSHIPS, AND PERFORMANCE-BASED PROGRAMS, THE ORCHESTRA PROVIDES LIFELONG LEARNING OPPORTUNITIES TO WIDESPREAD AUDIENCES. IN TOTAL, THE EDUCATIONAL PROGRAMS OFFERED BY THE CLEVELAND ORCHESTRA SERVE MORE THAN 54,000 STUDENTS EACH YEAR. THE CLEVELAND YOUTH ORCHESTRA AND CLEVELAND YOUTH CHORUS OFFER PERFORMANCE OPPORTUNITIES FOR YOUNG MUSICIANS. THE 104 MEMBERS OF THE YOUTH ORCHESTRA ARE STUDENTS AGES 12 - 18 AND REPRESENT 41 DIFFERENT COMMUNITIES IN NORTHEAST OHIO. THE YOUTH CHORUS' 90 MEMBERS IN GRADES 9 TO 12 REPRESENT 47 COMMUNITIES. BOTH ENSEMBLES BENEFIT FROM GUIDANCE OF THE CLEVELAND ORCHESTRA'S CONDUCTORS, MUSICIANS, AND ADMINISTRATIVE STAFF. THE CLEVELAND ORCHESTRA HOSTED SEVERAL FREE PUBLIC CONCERTS AND SPECIAL EVENTS. THE LARGEST WAS THE 21ST ANNUAL STAR SPANGLED SPECTACULAR CONCERT AND FESTIVAL, A FREE OUTDOOR CELEBRATION OF INDEPENDENCE DAY ON CLEVELAND' PUBLIC SQUARE. THE MARTIN LUTHER KING, JR. CELEBRATION CONCERT WAS THE SECOND LARGEST COMMUNITY EVENT HOSTED BY THE CLEVELAND ORCHESTRA, AND HONORED THE LEGACY OF DR. KING WITH A FREE CONCERT AND THREE COMMUNITY SERVICE AWARDS PRESENTED TO AN ORGANIZATION, INDIVIDUAL AND YOUTH THAT EXEMPLIFY THE TEACHINGS AND SPIRIT OF THE CIVIL RIGHTS HERO. IN TOTAL, THE ORCHESTRA REACHED MORE THAN 100,000 PEOPLE THROUGH COMMUNITY PRESENTATIONS AND EDUCATION PROGRAMS. THIS PAST SEASON SAW A NUMBER OF IMPORTANT RECORDING PROJECTS INCLUDING A PROGRAM OF MUSIC BY RICHARD WAGNER RECORDED FOR DEUTSCHE GRAMMOPHON, A SECOND INSTALLMENT OF MITSUKO UCHIDA'S PERFORMANCE OF MOZART PIANO CONCERTOS FOR RELEASE BY DECCA; CONDUCTOR PIERRE BOULEZ LED PROGRAMS FEATURING MUSIC OF RAVEL AND MAHLER RECORDED FOR DVD AND CD RELEASE ON DEUTSCHE GRAMMOPHON; AND, UNDER FRANZ'S DIRECTION, THE ORCHESTRA FURTHERED ITS GROWING RELATIONSHIP WITH THE MUSIC OF ANTON BRUCKNER, CULMINATING WITH TWO PERFORMANCES OF THE COMPOSER'S MONUMENTAL SYMPHONY NO. 8 WHICH WERE TAPED FOR TELEVISION AND DVD. IN JUNE, THE ORCHESTRA PRESENTED AN EXTRAORDINARY PERFORMANCE OF 21ST-CENTURY MUSIC COMMISSIONED UNDER THE DANIEL R. LEWIS YOUNG COMPOSER FELLOW PROGRAM IN CELEBRATION OF THE 10TH ANNIVERSARY OF THIS IMPORTANT CREATIVE ENDEAVOR. MATTHIAS PINTSCHER CONDUCTED FOUR LEWIS FELLOWSHIP COMMISSIONS BY DALBAVIE, BOTTI, STAUD, AND PINTSCHER, AND MEMBERS OF THE ORCHESTRA GAVE AN EXCITING PERFORMANCE OF LOUIS ANDRIESSEN'S "WORKERS' UNION" DURING AN EXTENDED INTERLUDE. |
| DESCRIPTION OF RELATIONSHIPS | FORM 990, PART VI, LINE 2 | ALFRED M. RANKIN JR. AND CLARA T. RANKIN - FAMILY RELATIONSHIP ALFRED M. RANKIN JR. AND HELEN RANKIN BUTLER - FAMILY RELATIONSHIP CLARA T. RANKIN AND HELEN RANKIN BUTLER - FAMILY RELATIONSHIP |
| DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, LINE 6 | MEMBERSHIP IN THE MUSICAL ARTS ASSOCIATION ("ASSOCIATION") CONSISTS OF TWO CLASSES: (1) VOTING MEMBERS AND (2) SUSTAINING MEMBERS. THE TERM "MEMBERS" SHALL REFER ONLY TO VOTING MEMBERS, UNLESS OTHERWISE SPECIFICALLY DESIGNATED. THE VOTING MEMBERS CONSIST OF INDIVIDUALS WHO FROM TIME TO TIME ARE SERVING AS THE TRUSTEES OF THE ASSOCIATION. SUSTAINING MEMBERS SERVE ANNUALLY FOR A TERM OF ONE YEAR ON THE BASIS OF HAVING PAID SUCH LEVEL OF ANNUAL FINANCIAL SUPPORT TO THE ASSOCIATION AS THE BOARD OF TRUSTEES MAY FROM TIME TO TIME PRESCRIBE. SUSTAINING MEMBERS SHALL BE ENTITLED TO NOTICE OF, AND TO ATTEND, THE ANNUAL MEETING. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, LINE 7A THE VOTING MEMBERS SHALL EXERCISE ALL THE RIGHTS AND PRIVILEGES AND SHALL HAVE ALL THE RESPONSIBILITIES OF MEMBERS UNDER OHIO NONPROFIT CORPORATION LAW. ONLY VOTING MEMBERS SHALL BE COUNTED AS MEMBERS FOR VOTING AND QUORUM PURPOSES. SUSTAINING MEMBERS SHALL NOT BE COUNTED AS MEMBERS FOR VOTING AND QUORUM PURPOSES. DESCRIPTION OF DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS FORM 990, PART VI, LINE 7B THE BOARD OF TRUSTEES SHALL HAVE GENERAL SUPERVISION AND CHARGE OF THE PROPERTY, AFFAIRS AND FINANCES OF THE ASSOCIATION. THE BOARD OF TRUSTEES MAY EXERCISE ALL SUCH POWERS AND DO ALL SUCH THINGS AS MAY BE EXERCISED OR DONE BY THE ASSOCIATION, SUBJECT TO THE PROVISIONS OF LAW, THE ARTICLES OF INCORPORATION AND THE CODE OF REGULATIONS. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE BOARD OF TRUSTEES SHALL HAVE THE FOLLOWING POWERS: (A) TO PURCHASE OR OTHERWISE ACQUIRE FOR THE ASSOCIATION ANY PROPERTY, RIGHTS, OR PRIVILEGES THAT THE ASSOCIATION IS AUTHORIZED TO ACQUIRE, AT SUCH PRICES, ON SUCH TERMS AND CONDITIONS, AND FOR SUCH CONSIDERATION AS IT SHALL SEE FIT. (B) TO APPOINT, REMOVE, OR SUSPEND, SUCH OFFICERS, AGENTS, AND EMPLOYEES AS IT SHALL SEE FIT, EITHER PERMANENTLY OR TEMPORARILY; TO TERMINATE THE DUTIES OF SUCH OFFICERS, AGENTS, AND EMPLOYEES; TO CHANGE THE SALARIES OR EMOLUMENTS OF SUCH OFFICERS, AGENTS, AND EMPLOYEES. (C) TO APPOINT ANY PERSON OR PERSONS TO ACCEPT OR HOLD IN TRUST FOR THE ASSOCIATION ANY PROPERTY BELONGING TO THE ASSOCIATION OR IN WHICH THE ASSOCIATION IS INTERESTED, OR FOR ANY OTHER PURPOSE, AND TO EXECUTE AND DO ALL SUCH DUTIES AND THINGS AS MAY BE REQUIRED IN RELATION TO ANY SUCH TRUST. (D) TO DETERMINE WHO SHALL BE AUTHORIZED TO SIGN, ON THE ASSOCIATION'S BEHALF, BILLS, NOTES, RECEIPTS, ACCEPTANCES, ENDORSEMENTS, CHECKS, LEASES, RELEASES, MORTGAGES, CONTRACTS, AND OTHER DOCUMENTS. (E) TO PRESENT OR CAUSE TO BE PRESENTED TO EACH ANNUAL MEETING AND TO ANY SPECIAL MEETING, WHEN REQUIRED BY ANY RESOLUTION THEREOF, A FULL AND CLEAR STATEMENT OF THE AFFAIRS AND CONDITIONS OF THE ASSOCIATION. |
| DESCRIBE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, LINE 11 | THE FORM 990 WAS REVIEWED BY THE MUSICAL ARTS ASSOCIATIONS' AUDIT COMMITTEE WITH THE MUSICAL ARTS ASSOCIATION MANAGEMENT AND ERNST & YOUNG, LLP PRESENT. THE MEETING WAS HELD ON APRIL 12, 2011. SUBSEQUENTLY, PRIOR TO FILING, THE FORM 990 WAS MADE AVAILABLE TO ALL MUSICAL ARTS ASSOCIATION TRUSTEES FOR REVIEW. THE AUDIT COMMITTEE WILL FORMALLY REPORT AT THE NEXT REGULARLY SCHEDULED MEETING OF THE BOARD OF TRUSTEES. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, LINE 12C VOTING MEMBERS, TRUSTEES AND COMMITTEE MEMBERS (COLLECTIVELY "TRUSTEES"), OFFICERS, AND SENIOR MANAGEMENT OF THE MUSICAL ARTS ASSOCIATION (ASSOCIATION) ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. DOCUMENTED PROCEDURES ARE IN PLACE FOR HANDLING POTENTIAL CONFLICTS OF INTEREST (1) WHEN A TRANSACTION OR ARRANGEMENT IS CONSIDERED BY THE BOARD OR A COMMITTEE AND (2) WHEN A TRANSACTION OR ARRANGEMENT IS CONSIDERED BY AN OFFICER OR SENIOR MANAGER. ALSO, PROCEDURES ARE IN PLACE FOR IDENTIFICATION OF POTENTIAL CONFLICTS OF INTEREST IN CONNECTION WITH MUSICAL ARTS ASSOCIATION TRANSACTIONS OR ARRANGEMENTS THAT TRUSTEES, OFFICERS, OR SENIOR MANAGERS (I.E. PARTIES-IN-INTEREST) WHERE THE FOLLOWING RELATIONSHIPS EXIST: (1) PARTIES-IN-INTEREST ARE EMPLOYED BY OR HAVE A COMPENSATION RELATIONSHIP WITH THE PERSON OR ENTITY WITH WHICH THE ASSOCIATION HAS OR IS NEGOTIATING A TRANSACTION OR ARRANGEMENT; (2) PARTIES-IN-INTEREST SERVE IN THE CAPACITY OF DIRECTOR, TRUSTEE, OFFICER, MEMBER, MANAGER, COMMITTEE MEMBER, PARTNER, OR OTHER SIMILAR POSITION OF INFLUENCE WITH A FOR-PROFIT PERSON OR ENTITY WITH WHICH THE ASSOCIATION HAS OR IS NEGOTIATING A TRANSACTION OR ARRANGEMENT; (3) PARTIES-IN-INTEREST HAVE AN ACTUAL OR POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN A PERSON OR ENTITY WITH WHICH THE ASSOCIATION HAS OR IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. PARTIES-IN-INTEREST ARE REQUIRED TO SUBMIT TO THE ASSOCIATION AN ANNUAL STATEMENT ACKNOWLEDGING RECEIPT AND REVIEW OF THE CONFLICT OF INTEREST POLICY AND DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST. WHEN A TRUSTEE, OFFICER, OR SENIOR IS PARTICIPATING IN THE CONSIDERATION OF A TRANSACTION OR OTHER ARRANGEMENT OF THE ASSOCIATION BY THE BOARD OF TRUSTEES OR A BOARD COMMITTEE, AND A POTENTIAL CONFLICT OF INTEREST EXISTS, WITH RESPECT TO SUCH TRANSACTION OR OTHER ARRANGEMENT, THE TRUSTEE, OFFICER, OR SENIOR MANAGER: (1) SHALL DISCLOSE TO THE TRUSTEES OR COMMITTEE THEREOF CONSIDERING THE TRANSACTION OR OTHER ARRANGEMENT HIS OR HER POTENTIAL CONFLICT OF INTEREST; (2) SHALL PRESENT ANY RELEVANT INFORMATION OF THE TRUSTEES OR COMMITTEE THEREOF AND ANSWER ANY QUESTIONS POSED BY THEM; AND (3) SHALL EXCUSE HIMSELF OR HERSELF FROM THE MEETING FOR THE DISCUSSION AND VOTE BY THE DISINTERESTED TRUSTEES OR COMMITTEE MEMBERS ON THE TRANSACTION OR ARRANGEMENT AND ALL MATTERS RELATED THERETO. WHEN AN OFFICER OR A SENIOR MANAGER IS HANDLING A TRANSACTION OR OTHER ARRANGEMENT OF THE ASSOCIATION THAT WILL NOT BE PLACED BEFORE THE BOARD OR A BOARD COMMITTEE, AND THE OFFICER OR SENIOR MANAGER HAS A POTENTIAL CONFLICT OF INTEREST, THE OFFICER OR SENIOR MANAGER: (1) SHALL DISCLOSE THE POTENTIAL CONFLICT OF INTEREST TO THE ASSOCIATION'S EXECUTIVE DIRECTOR, IN THE CASE OF A SENIOR MANAGER, OR TO THE EXECUTIVE COMMITTEE, IN THE CASE OF AN OFFICER; (2) SHALL PRESENT ANY RELEVANT INFORMATION TO, AND ANSWER ANY QUESTIONS POSED BY, THE EXECUTIVE DIRECTOR OR THE EXECUTIVE COMMITTEE; (3) SHALL NOT AUTHORIZE OR APPROVE SUCH TRANSACTION OR OTHER ARRANGEMENT, AND THE AUTHORIZATION OR APPROVAL SHALL BE UNDERTAKEN BY THE EXECUTIVE DIRECTOR OR THE EXECUTIVE COMMITTEE. WHEN THE SENIOR MANAGER WITH THE POTENTIAL CONFLICT IS THE EXECUTIVE DIRECTOR, THE FOREGOING PROCEDURES SHALL BE FOLLOWED EXCEPT THAT THE ASSOCIATION'S PRESIDENT SHALL ASSUME THE OVERSIGHT, AUTHORIZATION, AND APPROVAL OF THE TRANSACTION OR ARRANGEMENT. |
| OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, LINE 15A | THE COMPENSATION SUBCOMMITTEE FUNCTIONS AS A SUBCOMMITTEE OF THE PERSONNEL COMMITTEE AND SHALL EVALUATE ANNUALLY AND RECOMMEND PERIODICALLY THE COMPENSATION OF THE ASSOCIATION'S EXECUTIVE DIRECTOR AND MUSIC DIRECTOR. RESPONSIBILITIES INCLUDE EVALUATING THE EXECUTIVE DIRECTOR'S AND MUSIC DIRECTOR'S PERFORMANCE ANNUALLY, RECOMMEND THE ANNUAL GOALS AND OBJECTIVES FOR THE EXECUTIVE DIRECTOR, SET THE EXECUTIVE DIRECTOR'S AND MUSIC DIRECTOR'S COMPENSATION AND ANY BONUS, RELYING UPON APPROPRIATE DATA AS TO COMPARABILITY (INCLUDING COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS) PRIOR TO MAKING ITS COMPENSATION DETERMINATION. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN FORM 990, PART VI, LINE 15B THE COMPENSATION SUBCOMMITTEE REVIEWS THE OVERALL COMPENSATION PROGRAM FOR THE SENIOR MANAGEMENT OF THE ASSOCIATION ESTABLISHED AND RECOMMENDED BY THE EXECUTIVE DIRECTOR. COMPENSATION AND ANY BONUSES ARE SET RELYING UPON APPROPRIATE DATA BASED ON COMPARABILITY (INCLUDING COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS). AVAIL OF GOV DOCS, COI POLICY, & FINANCIAL STMTS TO GEN PUBLIC FORM 990, PART VI, LINE 19 THE ASSOCIATION'S AUDITED FINANCIAL STATEMENTS ARE MADE PUBLIC UPON REQUEST TO GRANT-MAKING INSTITUTIONS AS PART OF THE GRANT APPLICATION REQUEST PROCESS. ADDITIONALLY, SUMMARY FINANCIAL INFORMATION IS INCLUDED IN THE ANNUAL REPORT. THE MUSICAL ARTS ASSOCIATION'S ARTICLES OF INCORPORATION ARE ON FILE WITH THE SECRETARY OF STATE IN OHIO. |
| DISTINGUISHING PMTS FOR PROF. FUNDRAISING SERVICES FROM EXP PMT OR REIMB | SCHEDULE G, PART I, LINE 2B, COLUMN V | THE PROFESSIONAL FUNDRAISING AGREEMENT WITH ARTSMARKETING SERVICES, INC. STIPULATES THAT PAYMENTS MADE ARE FOR PROFESSIONAL FUNDRAISING SERVICES ($334,947) BASED UPON THE AGREED UPON REVENUE RATE AND REIMBURSEMENT FOR PRINTING OF SOLICITATION LEAD SHEETS ($4,188) AND CAMPAIGN MATERIALS ($1,500). |
| DESCRIPTION OF PURPOSE FOR TAX-EXEMPT BONDS | SCHEDULE K, PART I, COLUMN (F) | PROCEEDS FROM THE COUNTY OF CUYAHOGA, OHIO ECONOMIC DEVELOPMENT REVENUE REFUNDING BONDS, SERIES 2003 ISSUANCE WERE USED TO REDEEM THE COUNTY OF CUYAHOGA, OHIO ECONOMIC DEVELOPMENT REVENUE BONDS, SERIES 1998, DUE APRIL 1, 2028. THE PROCEEDS FROM THE SERIES 1998 ISSUANCE FUNDED CERTAIN COSTS ASSOCIATED WITH THE RENOVATION, EXPANSION AND RESTORATION OF SEVERANCE HALL, THE MUSICAL ARTS ASSOCIATION'S CONCERT HALL AND PRINCIPAL OFFICES. EXPLANATION FOR ISSUANCE COSTS SCHEDULE K, PART II, LINE 5 ISSUANCE COSTS PAID FOR FROM PROCEEDS INCLUDED CREDIT ENHANCEMENT, UNDERWRITERS' DISCOUNT, AND BOND COUNSEL, FINANCIAL ADVISOR AND TRUSTEE EXPENSES. |
| BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | SCHEDULE L, PART IV | (A) NAME OF INTERESTED PERSON: THE PLAIN DEALER (B) RELATIONSHIP: TERRANCE C.Z. EGGER, PRESIDENT/PUBLISHER OF THE PLAIN DEALER & RESIDENT TRUSTEE OF MAA (C) AMOUNT: 291,265 (D) DESCRIPTION: ADVERTISING SERVICES (E) SHARING OF ORGANIZATION'S REVENUES: NO (A) NAME OF INTERESTED PERSON: WCLV (B) RELATIONSHIP: ROBERT D. CONRAD, PRESIDENT OF WCLV & RESIDENT TRUSTEE OF MAA (C) AMOUNT: 103,718 (D) DESCRIPTION: RADIO AND BROADCAST PRODUCTION SERVICES (E) SHARING OF ORGANIZATION'S REVENUES: NO (A) NAME OF INTERESTED PERSON: KEYCORP (B) RELATIONSHIP: BETH E. MOONEY, VICE CHAIR OF KEYCORP & TREASURER OF MAA (C) AMOUNT: 352,287 (D) DESCRIPTION: BANKING, INVESTMENT MANAGEMENT, CREDIT CARD PROCESSING SERVICES (E) SHARING OF ORGANIZATION'S REVENUES: NO |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Musical Arts Association of Miami | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S Biscayne Blvd Suite 3300 | AddressLine1 |
| City | Miami | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205196415 | EIN |
| Primary Activities | Provide Suppt | PrimaryActivities |
| Legal Domicile State | FL | 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 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Musical Arts Association of Miami Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionType |
| Amount Involved | 2065491 | AmountInvolved |
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