2011-08-12T17:15:42-05:00 2010-09-30 BLACKMAN KALLICK LLP 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2009-10-01 366002273 RAVINIA FESTIVAL ASSOCIATION RAVI 8472665000 418 SHERIDAN ROAD HIGHLAND PARK IL 60035 WELZ KAUFFMAN 8472665000 2011-08-09 1 DAVID LOWENTHAL 3122071040 2011-08-09 2009 2016-02-24 21:20:13Z WELZ KAUFFMAN 418 SHERIDAN ROAD HIGHLAND PARK IL 60035 54251576 0 X WWW.RAVINIA.ORG X 1936 IL TO PRESENT WORLD-CLASS MUSIC, DANCE, THEATRE AND CULTURAL PRESENTATIONS. 85 84 731 263 124479 15770 12304575 15744003 16451488 17447962 -3846953 655757 569027 474784 25478137 34322506 0 0 7312569 6996902 0 1547213 20802336 21821262 28114905 28818164 -2636768 5504342 124646888 135907841 5213686 5112301 119433202 130795540 To present world-class music, dance, theatre and cultural presentations. 0 0 23582447 17395823 FOUNDED IN 1904, RAVINIA IS THE OLDEST OUTDOOR MUSIC FESTIVAL IN NORTH AMERICA AND PRESENTS A WIDE-RANGING SERIES OF CONCERTS REACHING APPROXIMATELY 600,000 VISITORS OF DIVERSE BACKGROUNDS EACH SUMMER SEASON. CLASSICAL MUSIC IS CENTRAL TO THE MISSION OF RAVINIA, WHICH HAS HOSTED THE CHICAGO SYMPHONY ORCHESTRA IN SUMMER RESIDENCE SINCE 1936. RAVINIA ANNUALLY PRESENTS MORE THAN 120 SEPARATE EVENTS OVER THE SUMMER MONTHS OF JUNE THROUGH SEPTEMBER. CONCERTS RANGE FROM POP, JAZZ, WORLD MUSIC, DANCE AND MUSIC THEATER, WITH A SPECIAL EMPHASIS ON CLASSICAL MUSIC. RAVINIA HAS ALSO DEVELOPED EXTENSIVE EDUCATION AND COMMUNITY PARTNERSHIP PROGRAMS, RETURNING MUSIC TO BUDGET-STRAPPED SCHOOLS IN CHICAGO'S UNDER-SERVED NEIGHBORHOODS AND OPERATING A COMMUNITY CONSERVATORY IN LAWNDALE. 1210056 34610 Ravinia operates a professional studies wing, The Steans Music Institute, through which serious artists around the world compete for coveted slots to hone their performance techniques with celebrated music masters. Steans is a rigorous and acclaimed study program in which the finest up-and-coming musicians can study with the master of their fields, often the very artists performing at Ravinia. Participants give a combination of free concerts prior to paid events at Ravinia Festival, as well as low-priced stand-alone concerts, affording them the opportunity to experience audience reaction while providing Ravinia audiences a chance to witness tomorrow's stars today. 24792503 1 1 0 0 0 0 1 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 170 0 731 1 1 1 0 0 0 0 1 1 0 0 0 85 84 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 IL X RAVINIA FESTIVAL ASSOCIATION 8472665000 418 SHERIDAN ROAD HIGHLAND PARK IL 60035 WELZ D KAUFFMAN 40.00 X X 662894 0 173696 Pamela Strobel 5.00 X X 0 0 0 Robert D Krebs 3.00 X X 0 0 0 James T Glerum Jr 3.00 X X 0 0 0 Kelly Grier 3.00 X X 0 0 0 James D Abrams 0.50 X 0 0 0 Howard Ackerman 0.50 X 0 0 0 Aaron E Alt 0.50 X 0 0 0 John L Anderson 0.50 X 0 0 0 Larry A Barden 0.50 X 0 0 0 Jean Berghoff 0.50 X 0 0 0 John C Berghoff Jr 0.50 X 0 0 0 Lawrence Block 0.50 X 0 0 0 Lutgart Calcote 0.50 X 0 0 0 Jane D Casper 0.50 X 0 0 0 Adela Cepeda 0.50 X 0 0 0 Richard W Colburn 0.50 X 0 0 0 Christopher A Deveny 0.50 X 0 0 0 Annette Dezelan 0.50 X 0 0 0 Tadashi Enami 0.50 X 0 0 0 Clifton Fenton 0.50 X 0 0 0 Sonia Florian 0.50 X 0 0 0 Carol Forsyte 0.50 X 0 0 0 John C Fortson 0.50 X 0 0 0 Michael M Froy 0.50 X 0 0 0 Louis B Goldman 0.50 X 0 0 0 Howard L Gottlieb 0.50 X 0 0 0 Chester Gougis 0.50 X 0 0 0 Joseph A Gregoire 0.50 X 0 0 0 Arthur W Hahn 0.50 X 0 0 0 Matthew F Hilzinger 0.50 X 0 0 0 Betsy Holden 0.50 X 0 0 0 Kathryn D Ingraham 0.50 X 0 0 0 Richard D Johnson 0.50 X 0 0 0 David R Kahnweiler 0.50 X 0 0 0 John Keller 0.50 X 0 0 0 Emily T Knight 0.50 X 0 0 0 Loring W Knoblauch 0.50 X 0 0 0 Jeffrey Leiden 0.50 X 0 0 0 Marcus Lemonis 0.50 X 0 0 0 Richard H Lenny 0.50 X 0 0 0 Susan C Levy 0.50 X 0 0 0 Susan R Lichtenstein 0.50 X 0 0 0 Harold R Tip Lifvendahl 0.50 X 0 0 0 Paul Lovejoy 0.50 X 0 0 0 James W Mabie 0.50 X 0 0 0 Holly W Madigan 0.50 X 0 0 0 Alan R May 0.50 X 0 0 0 Harvey Medvin 0.50 X 0 0 0 Kathryn A Mikells 0.50 X 0 0 0 Lucy R Minor 0.50 X 0 0 0 Toni-Marie Montgomery 0.50 X 0 0 0 Christopher Noon 0.50 X 0 0 0 Daniela OLeary-Gill 0.50 X 0 0 0 Alice M Peterson 0.50 X 0 0 0 Dale Pinkert 0.50 X 0 0 0 John M Pratt 0.50 X 0 0 0 Bruce V Rauner 0.50 X 0 0 0 Daniel H Reisner 0.50 X 0 0 0 Larry D Richman 0.50 X 0 0 0 Peter Roberts 0.50 X 0 0 0 Audrey C Rubinstein 0.50 X 0 0 0 E Scott Santi 0.50 X 0 0 0 Jana R Schreuder 0.50 X 0 0 0 Stephen N Sehler 0.50 X 0 0 0 Joseph T Seminetta 0.50 X 0 0 0 Richard L Sevcik 0.50 X 0 0 0 Alejandro Silva 0.50 X 0 0 0 Jennifer W Steans 0.50 X 0 0 0 Avy H Stein 0.50 X 0 0 0 John A Stepan 0.50 X 0 0 0 Thomas H Stone 0.50 X 0 0 0 Richard P Toft 0.50 X 0 0 0 Rev Richard L Tolliver 0.50 X 0 0 0 John M Trinta 0.50 X 0 0 0 Paul H Uhlenhop 0.50 X 0 0 0 Betty Van Gorkum 0.50 X 0 0 0 Mark A Wagner 0.50 X 0 0 0 Michael Waks 0.50 X 0 0 0 WB Olson 0.50 X 0 0 0 J Randall White 0.50 X 0 0 0 Christopher L Williams 0.50 X 0 0 0 John A Wing 0.50 X 0 0 0 Thomas C Wright 0.50 X 0 0 0 Paul G Yovovich 0.50 X 0 0 0 BERNADETTE PETRAUSKAS 40.00 X 135129 0 21223 PATRICIA SANDERS 40.00 X 164645 0 31516 GREGORY WALTERS 40.00 X 145049 0 27154 MICHAEL ROBINSON 40.00 X 132857 0 39507 NICHOLAS PULLIA 40.00 X 130769 0 20561 JAMES LAING 40.00 X 126949 0 20038 1498292 0 333695 7 0 1 0 CHICAGO SYMPHONY ORCHESTRA 67 E ADAMS CHICAGO IL 60604 MUSICAL 2588425 WB OLSON 3235 ARNOLD LANE NORTHBROOK IL 60062 BUILDING CONTRACTOR 1099010 CITY OF HIGHLAND PARK 1707 ST JOHNS HIGHLAND PARK IL 60035 POLICE/UTILITIES/municipal admissions fe 1073758 LIVE NATION TOURING 9348 CIVIC CENTER DRIVE 4TH FLOOR BEVERLY HILLS CA 90210 MUSICAL 914801 JJR LLC 110 MILLER AVENUE ANN ARBOR MI 48104 ARCHITECT 719686 42 17220 829445 14897338 265108 15744003 ADMISSIONS 711130 15649655 15649655 PARKING 812930 691407 691407 HANDLING FEES 900099 565379 565379 FOOD SERVICE COMMISSIO 722320 425115 30886 394229 FAC SERV FEES 711300 48881 23685 25196 67525 67525 17447962 1301506 1301506 88930 88930 304615 304615 304615 304615 18666131 19311880 -645749 -645749 -645749 112256 829445 258986 -146730 -146730 586173 358204 227969 159572 68397 34322506 16770431 124479 1683593 904601 555072 174766 174763 4812096 3344123 836216 631757 335197 250279 44382 40536 539619 313005 124125 102489 405389 294437 67822 43130 58449 58449 42300 42300 1863352 1764726 98626 376713 150701 63993 162019 498084 498084 314284 185181 128766 337 31214 31214 15869 15869 2042499 2042499 288057 288057 OTHER PROFESSIONAL 12955524 12680181 220727 54616 SOUND & LIGHTING 758029 758029 equipment rental & main 310493 278792 31701 telephone 153924 25574 125164 3186 UNRELATED BUSINESS INCO 3794 3794 2108677 1359969 445542 303166 28818164 24792503 2478448 1547213 5247535 5553989 5045041 5686684 2096485 2946468 323644 236134 38777 80806 359675 767413 58115397 26039489 30113733 32075908 35326913 39386748 46095085 49173691 124646888 135907841 3286603 3393551 1927083 1718750 5213686 5112301 X 87785343 96516513 10572605 8882398 21075254 25396629 119433202 130795540 124646888 135907841 X 0 1 1 X 0 X 11796419 13042627 12118230 13165611 15744003 65866890 15842788 15479213 16174134 17155685 18146391 82798211 27639207 28521840 28292364 30321296 33890394 148665101 0 0 0 148665101 2546596 3320549 2680105 2118231 1695051 12360532 2546596 3320549 2680105 2118231 1695051 12360532 30185803 31842389 30972469 32439527 35585445 161025633 0.92320 0.91500 0.07680 0.08500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 285129 X 0 77865714 4591962 6611267 3315734 224557 85528652 77024262 3122646 1641860 3681311 241743 77865714 0.62000 0.30000 0.08000 0 0 1 1 38404820 14271276 24133544 7889694 4403873 3485821 8861101 7364340 1496761 2959781 2959781 32075908 EQUITY MUTUAL FUNDS 8919130 F BANK COMMON TRUST FUNDS 20958875 F HEDGE FUNDS (MARKETABLE ALTERNATIVE) 16924874 F COMMODITY FUTURES 2370812 F 49173691 34322506 28818164 5504342 5857996 5857996 11362338 42638598 5857996 2199110 258986 8316092 34322506 0 34322506 31276260 2199110 258986 2458096 28818164 0 28818164 Part III, Line 4: A DISPLAY OF OUTDOOR SCULPTURES ARE AVAILABLE FOR CONCERT GOERS TO ENJOY WHILE STROLLING THROUGH THE PARK OR PICNICKING ON THE LAWN BEFORE PERFORMANCES. Part X: Description of Uncertain Tax Positions Under FIN 48: The Association's adoption of the Income Tax Topic regarding uncertain tax positions of GAAPUSA on October 1, 2009 had no effect on its financial position as management believes the Association has no material unrecognized income tax expense, including any potential risk of loss of its not-for-profit tax status. The Association would account for any potential interest or penalties related to possible future liabilities for unrecognized income tax benefits as income tax expense. The Association is no longer subject to examination by federal, state or local tax authorities for periods before 2007. Prior to adoption of the Income Tax Topic, the Association accounted for tax positions under a contingent loss model, requiring recognition of a tax liability when it was both (1) probable that is had been incurred as of year-end and (2) the amount could be reasonably estimated. Part XII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES: 258986. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES: 258986. CENTRAL AMERICA AND THE CARIBBEAN 0 0 HEDGE FUND INVESTMENT EUROPE 0 0 HEDGE FUND INVESTMENT 0 0 0 GALA 929645 829445 100200 244691 3 12056 12056 14295 941701 829445 112256 258986 258986 -146730 X X X X X 0 1 0 0 0 0 0 0 0 WELZ D KAUFFMAN 530883 0 53045 0 78966 0 165011 0 8685 0 836590 0 78966 0 BERNADETTE PETRAUSKAS 135129 0 0 0 0 0 12539 0 8684 0 156352 0 0 0 PATRICIA SANDERS 164645 0 0 0 0 0 17754 0 13762 0 196161 0 0 0 GREGORY WALTERS 145049 0 0 0 0 0 14373 0 12781 0 172203 0 0 0 MICHAEL ROBINSON 132857 0 0 0 0 0 13286 0 26221 0 172364 0 0 0 NICHOLAS PULLIA 130769 0 0 0 0 0 11877 0 8684 0 151330 0 0 0 Part I, Line 4a THE ORGANIZATION ACCRUED $137,534 FOR ITS EXECUTIVE DIRECTOR UNDER A SUPPLEMENTAL DEFERRED COMPENSATION PLAN FOR THE CURRENT YEAR. THE FUNDS ARE SUBJECT TO THE ORGANIZATION'S CREDITORS. BENEFITS UNDER THE PLAN VEST TO THE EXECUTIVE DIRECTOR INCREMENTALLY UNDER A VESTING SCHEDULE. X 57 265108 0 1 0 Form 990, Part VI, Section A, line 2 Jean Berghoff and John C. Berghoff, Jr. - Family relationship Form 990, Part VI, Section B, line 11 AFTER THE DIRECTOR OF FINANCE AND ADMINISTRATION AND OUTSIDE COUNSEL REVIEWS THE 990 for ACCURACY, ALL TRUSTEES OF THE RAVINIA FESTIVAL ARE EMAILED OR MAILED A COPY OF THE 990 FOR REVIEW BEFORE IT IS FILED. THERE IS NO FORMAL PROCESS BY ANY ONE COMMITTEE TO MEET AND REVIEW. ALL REVIEW IS DONE INDIVIDUALLY BY THE TRUSTEES. Form 990, Part VI, Section B, line 12c THE CONFLICT OF INTEREST POLICY IS MAILED OUT TO ALL TRUSTEES AT THE BEGINNING OF EACH CALENDAR YEAR. IT IS REQUESTED THAT A FORM BE RETURNED STATING EITHER "NO EXCEPTIONS" OR DISCLOSURE OF ANY POTENTIAL CONFLICTS. ANY DISCLOSURE OF POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE FORWARDED TO THE DIRECTOR OF FINANCE AND ADMINISTRATION AND SUBSEQUENTLY THE CHAIR OF THE AUDIT COMMITTEE FOR REVIEW. IN NO CASE HAS IMMEDIATE CORRECTIVE ACTION BEEN NECESSARY. Form 990, Part VI, Section B, line 15 RAVINIA HAS A BOARD COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS STAFF SALARY LEVELS AND APPROVES THE CHAIRMAN'S RECOMMENDATION FOR PRESIDENT AND CEO COMPENSATION. THE COMPENSATION COMMITTEE IS INDEPENDENT OF THE PARTIES WHOSE COMPENSATION IS BEING DETERMINED. ALL DETERMINATIONS ARE DOCUMENTED WITHOUT ANY INTERESTED PARTIES PRESENT. PERIODICALLY THE COMPENSATION LEVELS FOR KEY EMPLOYEES AND ALL OTHER STAFF POSITIONS ARE ANALYZED AGAINST VARIOUS BENCHMARKS. THE COMPENSATION IS DETERMINED INDEPENDENT OF THE PARTIES WHOSE COMPENSATION IS BEING DETERMINED AND DOCUMENTED. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE HANDED OUT TO ALL TRUSTEES AT THE ANNUAL MEETING. ALL MEMBERS NOT IN ATTENDANCE GET THE REPORTS MAILED TO THEM.