2011-05-13T16:20:18-04:00 2010-06-30 ERNST & YOUNG US LLP 1100 HUNTINGTON CTR 41 S HIGH ST COLUMBUS OH 43215 990 2009-07-01 340714468 The Musical Arts Association MUSI 2162317300 11001 Euclid Avenue Cleveland OH 44106 JAMES E MENGER 2162317300 2011-05-13 6142245678 2009 2016-02-24 21:20:13Z Gary Hanson 11001 Euclid Avenue Cleveland OH 44106 52236959 false X www.clevelandorchestra.com X 1925 OH 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. 78 75 530 1250 5444 37868783 23468970 15892008 14509442 801296 2331823 420818 472317 54982905 40782552 0 0 0 0 28726859 28505397 472149 560347 3250962 20242992 16924256 49442000 45990000 5540905 -5207448 189207401 193619327 57645260 60268968 131562141 133350359 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. false false 19634245 5822366 SEVERENCE HALL SESASON (SEE SCHEDULE O) 8084689 2047392 BLOSSOM FESTIVAL (SEE SCHEDULE O) 6159763 2802453 TOURS AND RESIDENCIES (SEE SCHEDULE O) 4619822 3712357 38498519 true true false true false false false false true true true false false false true false false true true false false false false true true false false false false false false false false false true true false false false false true true false false true 207 0 true 530 true true true true AU false false false true true false false false 78 75 true false false false true true true true true false false false true true true false true true true false OH X JAMES E MENGER 2162317300 11001 Euclid Avenue Cleveland OH 44106 DENNIS W LABARRE 13.0 X X 0 0 0 RICHARD J BOGOMOLNY 13.0 X X 0 0 0 THE HONORABLE JOHN D ONG 3.0 X X 0 0 0 NORMA LERNER 3.0 X X 0 0 0 RAYMOND T SAWYER 3.0 X X 0 0 0 BETH E 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DR LESTER A LEFTON 1.0 X 0 0 0 JEAN SARLSON 1.0 X 0 0 0 BARBARA R SNYDER 1.0 X 0 0 0 JAMES E MENGER 50.0 X 173642 0 31361 ROSEMARY H KLENA 45.0 X 72446 0 12020 GARY HANSON 60.0 X 401675 0 59283 WILLIAM PREUCIL 40.0 X 408927 0 25586 RICHARD KING 40.0 X 233806 0 23866 FRANKLIN COHEN 40.0 X 231991 0 13359 MICHAEL SACHS 40.0 X 225823 0 25066 JOSHUA SMITH 40.0 X 223530 0 14359 1971840 0 204900 107 false true false FRANZ WELSER-MST 11001 EUCLID AVENUE CLEVELAND OH 44106 MUSIC DIRECTOR 1075204 ARTS MARKETING SERVICES INC 260 EAST KING STREET TORONTO ONTARIO M5A 4L5 CA TELEFUNDING/TELEMKTG 424000 IDEASTREAM 1375 EUCLID AVENUE CLEVELAND OH 44115 TV/VIDEO PRODUCTION 328146 GENOVESE VANDERHOOF ASSOCIATES 77 CARLTON STREET SUITE 1103 TORONTO ONTARIO M5B 2J7 CA FUND-RAISING COUNSEL 304684 OPUS 3 ARTISTS 470 PARK AVE SOUTH 9TH FLOOR NEW YORK NY 10016 ARTIST MANAGEMENT 302000 15 80270 2065491 2393558 18929651 838227 23468970 CONCERT REVENUE 711130 13357849 13357849 HALL INCOME 711130 695857 570983 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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. 113141000 6275000 11013000 6878000 970000 122581000 123512000 22151000 -24393000 7171000 958000 113141000 0.13240 0.82390 0.04370 true false 2352604 2352604 62691277 24237112 38454165 7312827 2833762 4479065 45285834 40782552 45990000 -5207448 9415172 -2422132 6993040 1785592 50898122 9415172 266765 9681937 41216185 -433633 -433633 40782552 49112530 266765 2855765 3122530 45990000 45990000 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 Europe (Including Iceland and Greenland) 0 0 Fundraising 32457 Europe (Including Iceland and Greenland) 0 0 Program Services Foreign Tour 1695026 0 0 1727483 Explanation of Foreign Activities Schedule F, Part I, Line 3, column (f) Foreign touring expenses are recorded on the accrual basis of accounting in The Musical Art Association's financial books. X X X X X X X true 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 975924 691647 640977 FL OH OPENING NIGHT 158923 2610 156313 100891 MAY 2010 GALA 545660 72610 473050 184241 1 20550 5050 15500 11847 725133 80270 644863 296979 296979 347884 X X true true X X X false false false false false false false false false 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 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. County of Cuyahoga Ohio 346000817 232263CE1 2004-01-02 28150000 SEE SCHEDULE O false false 28181772 0 0 0 1246400 0 0 2000 true false true true false false true false true 0.03100 0.00000 0.03100 true false true false false false true SEE SCHEDULE O SEE SCHEDULE O 747270 SEE SCHEDULE O false X 89 838227 cost/selling price false false true Use of Third Parties to Solicit, Process or Sell Noncash Contributions Schedule M, Part I, Line 32b 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. 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 The Musical Arts Association of Miami 200 S Biscayne Blvd Suite 3300 Miami FL 33131 205196415 Provide Suppt FL 501(c)(3) 11a NA false false true false false false false false false false false false false false false false false false The Musical Arts Association of Miami Inc c 2065491