STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CHICAGO SYMPHONY ORCHESTRA: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CHICAGO SYMPHONY ORCHESTRA (EIN 36-2167823)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-04-28
IRS object ID
202321189349301107
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-28T09:54:55-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 South Wacker Dr Suite 3300AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606063392ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362167823EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Chicago Symphony OrchestraBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHICBusinessNameControlTxt
Phone3122943333PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 S Michigan AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606042559ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJeff AlexanderPersonNm
Person TitlePresidentPersonTitleTxt
Phone3122943301PhoneNum
Signature2023-04-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJeffPersonFirstNm
Person LastAlexanderPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebekuh EleyPreparerPersonNm
PTINP01247672PTIN
Phone3126343400PhoneNum
Preparation2023-04-26PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJeff AlexanderPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 S Michigan AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606042559ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$202,364,338GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.cso.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1890FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionSee Schedule O - Supplemental information.ActivityOrMissionDesc
Voting Members Governing Body127VotingMembersGoverningBodyCnt
Voting Members Independent126VotingMembersIndependentCnt
Total Employee785TotalEmployeeCnt
Total Volunteers831TotalVolunteersCnt
Total Gross UBI$221,410TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$49,216,933PYContributionsGrantsAmt
CY Contributions Grants$62,198,360CYContributionsGrantsAmt
PY Program Service Revenue$823,352PYProgramServiceRevenueAmt
CY Program Service Revenue$20,795,204CYProgramServiceRevenueAmt
PY Investment Income$59,759,121PYInvestmentIncomeAmt
CY Investment Income$19,509,067CYInvestmentIncomeAmt
PY Other Revenue$106,129PYOtherRevenueAmt
CY Other Revenue-$70,534CYOtherRevenueAmt
PY Total Revenue$109,905,535PYTotalRevenueAmt
CY Total Revenue$102,432,097CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,950CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$29,500,366PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$47,910,834CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$309,783PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$244,748CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,756,862CYTotalFundraisingExpenseAmt
PY Other Expenses$17,395,293PYOtherExpensesAmt
CY Other Expenses$26,918,718CYOtherExpensesAmt
PY Total Expenses$47,205,442PYTotalExpensesAmt
CY Total Expenses$75,080,250CYTotalExpensesAmt
PY Revenues Less Expenses$62,700,093PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$27,351,847CYRevenuesLessExpensesAmt
Total Assets BOY$576,700,123TotalAssetsBOYAmt
Total Assets EOY$530,890,156TotalAssetsEOYAmt
Total Liabilities BOY$228,045,278TotalLiabilitiesBOYAmt
Total Liabilities EOY$200,470,932TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$348,654,845NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$330,419,224NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWith the Chicago Symphony Orchestra at its core, the mission of the Chicago Symphony Orchestra Association is to enrich, inspire and transform lives through music, community engagement and education - locally, nationally and internationally.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$47,663,526ExpenseAmt
Revenue$17,066,437RevenueAmt
DescChicago Symphony Orchestra Concerts - During the 2021/22 Season, the Chicago Symphony Orchestra presented 38 weeks of concerts. Zell Music Director Riccardo Muti reunited with the Orchestra in September 2021 and conducted 13 programs at Symphony Center throughout the season, as well as free community concerts at Apostolic Church of God, Morton East High School and Millennium Park. The CSO gave the world premieres of works by Missy Mazzoli, Jessie Montgomery, Magnus Lindberg and Gabriela Lena Frank. Other highlights included the CSO's first performances of Symphony No. 3 by 20th-century African American composer Florence Price and Symphony No. 11 by contemporary American composer Philip Glass. The Chicago Symphony Chorus joined the Orchestra for performances of Beethoven's Ninth Symphony, Verdi's Un Ballo in Maschera and more.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,418,273ExpenseAmt
Revenue$2,619,519RevenueAmt
DescSymphony Center Presents - The Chicago Symphony Orchestra Association offers concerts by acclaimed guest artists in the fields of jazz, classical, world and folk music as part of the Symphony Center Presents series. Twenty-eight concerts were presented during the 2021/22 Season and featured established artistic leaders and rising stars. Highlights included pianists Daniil Trifonov, Yuja Wang and Evgeny Kissin; a chamber music trio featuring pianist Emanuel Ax, violinist Leonidas Kavakos and cellist Yo-Yo Ma; the Latin Grammy-winning Quinteto Astor Piazzolla; the celebrated men's chorus Chanticleer; and jazz artists including Herbie Hancock, the Jazz at Lincoln Center Orchestra with Wynton Marsalis, Dianne Reeves, Dee Dee Bridgewater with pianist Bill Charlap, and Cecile McLorin Salvant.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,165,615ExpenseAmt
Grant$5,950GrantAmt
Revenue$65,993RevenueAmt
DescCivic Orchestra of Chicago - The Civic Orchestra of Chicago, the CSO's prestigious training program for young professional musicians, presented seven full-orchestra concerts, including two at community venues. Led by Principal Conductor Ken-David Masur and guest conductors, Civic programs featured established masterpieces alongside works from historically marginalized voices. During the annual Bach Marathon, ensembles of Civic musicians performed Bach's Brandenburg Concertos at elementary schools and retirement communities throughout Chicago, with a finale concert at Fourth Presbyterian Church. In addition to their regular activities with the Civic Orchestra, 13 Civic Fellows participated in educational workshops, partnerships with Chicago Public Schools, songwriting sessions and independent projects.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$200,570$155,557Retail Sales - Music-related merchandise is available for purchase at The Symphony Store and online.
$492,664$57,419Media and Royalty - Radio Broadcast series, in-house recording label, audio recordings in compact disc and digital download formats.
$780,850$436,105Rentals and Commissions - Hall Rentals - Performance space provided to Chicagoland arts organizations.
$261,677$357,500Rentals and Commissions - Parking Lot provided for audiences' convenience to attend concerts.
$741,318-$172,720Rentals and Commissions - A dining club and concessions are provided for audiences attending concerts and catering is provided for certain internal events.
$1,725,939$194,681Education Concerts and Activities - Across Chicago and around the world, the Negaunee Music Institute connects people to the extraordinary resources of the Chicago Symphony Orchestra. In the 2021/22 Season, the NMI welcomed families and school groups back to live concerts as part of the CSO for Kids series. Training programs and performance opportunities for young musicians included the Crain-Maling Foundation CSO Young Artists Competition, Chicago Youth in Music Festival, Percussion Scholarship Program and partnerships with local schools and the Chicago Musical Pathways Initiative. The NMI continued to co-present Notes for Peace, a songwriting project that empowers parents who have lost children to gun violence to create original songs of tribute.
$99,742$170,270Other Program Services - Program Book Advertising
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,302,760TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,198,812TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$57,550,174TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document117IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee785EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members127GoverningBodyVotingMembersCnt
Independent Voting Member126IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Stacie M Frank VP and CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3122943301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 S Michigan AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606042559ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (146 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Jeff Alexander
President40.00Yes (X)Yes (X)$529,441$0$39,517
Mary Louise Gorno
Chair2.00Yes (X)Yes (X)$0$0$0
Chester A Gougis
Vice Chair0.50Yes (X)Yes (X)$0$0$0
Steven Shebik
Vice Chair1.00Yes (X)Yes (X)$0$0$0
Helen Zell
Vice Chair1.00Yes (X)Yes (X)$0$0$0
Renee Metcalf
Treasurer0.60Yes (X)Yes (X)$0$0$0
William Adams IV
Life Trustee0.60Yes (X)$0$0$0
Mrs Robert A Beatty
Life Trustee0.10Yes (X)$0$0$0
Arnold M Berlin
Life Trustee0.10Yes (X)$0$0$0
Laurence O Booth
Life Trustee0.10Yes (X)$0$0$0
William G Brown
Life Trustee0.10Yes (X)$0$0$0
Dean L Buntrock
Life Trustee0.10Yes (X)$0$0$0
Bruce E Clinton
Life Trustee0.20Yes (X)$0$0$0
Richard W Colburn
Life Trustee0.40Yes (X)$0$0$0
Richard H Cooper
Life Trustee0.10Yes (X)$0$0$0
Anthony T Dean
Life Trustee0.10Yes (X)$0$0$0
Debora de Hoyos
Life Trustee0.20Yes (X)$0$0$0
Charles Douglas
Life Trustee0.10Yes (X)$0$0$0
John A Edwardson
Life Trustee0.10Yes (X)$0$0$0
Thomas J Eyerman
Life Trustee0.10Yes (X)$0$0$0
James B Fadim
Life Trustee0.40Yes (X)$0$0$0
David W Fox Sr
Life Trustee0.10Yes (X)$0$0$0
Richard J Franke
Life Trustee (until 06/30/22)0.10Yes (X)$0$0$0
Cyrus F Freidheim Jr
Life Trustee0.20Yes (X)$0$0$0
H Laurance Fuller
Life Trustee0.10Yes (X)$0$0$0
Mrs Robert W Galvin
Life Trustee0.10Yes (X)$0$0$0
Paul C Gignilliat
Life Trustee0.20Yes (X)$0$0$0
Joseph B Glossberg
Life Trustee0.30Yes (X)$0$0$0
Richard C Godfrey
Life Trustee0.10Yes (X)$0$0$0
William A Goldstein
Life Trustee0.30Yes (X)$0$0$0
Howard L Gottlieb
Life Trustee0.10Yes (X)$0$0$0
Mary Winton Green
Life Trustee0.10Yes (X)$0$0$0
Dietrich Gross
Life Trustee0.10Yes (X)$0$0$0
David P Hackett
Life Trustee0.10Yes (X)$0$0$0
Joan W Harris
Life Trustee0.10Yes (X)$0$0$0
John H Hart
Life Trustee0.10Yes (X)$0$0$0
Thomas C Heagy
Life Trustee0.10Yes (X)$0$0$0
Jay L Henderson
Life Trustee0.30Yes (X)$0$0$0
Mrs Roger B Hull
Life Trustee (until 06/30/22)0.10Yes (X)$0$0$0
Judith W Istock
Life Trustee0.10Yes (X)$0$0$0
William R Jentes
Life Trustee0.20Yes (X)$0$0$0
Paul R Judy
Life Trustee0.10Yes (X)$0$0$0
Richard B Kapnick
Life Trustee0.10Yes (X)$0$0$0
Donald G Kempf Jr
Life Trustee0.10Yes (X)$0$0$0
George D Kennedy
Life Trustee (until 06/30/22)0.10Yes (X)$0$0$0
Mrs John C Kern
Life Trustee0.10Yes (X)$0$0$0
Robert Kohl
Life Trustee0.40Yes (X)$0$0$0
Josef Lakonishok
Life Trustee0.20Yes (X)$0$0$0
Charles Ashby Lewis
Life Trustee0.10Yes (X)$0$0$0
Eva F Lichtenberg
Life Trustee0.10Yes (X)$0$0$0
John S Lillard
Life Trustee0.10Yes (X)$0$0$0
Donald G Lubin
Life Trustee (until 06/30/22)0.10Yes (X)$0$0$0
John F Manley
Life Trustee0.20Yes (X)$0$0$0
Ling Z Markovitz
Life Trustee0.40Yes (X)$0$0$0
R Eden Martin
Life Trustee0.10Yes (X)$0$0$0
Arthur C Martinez
Life Trustee0.10Yes (X)$0$0$0
Judith W McCue
Life Trustee0.20Yes (X)$0$0$0
Lester H McKeever
Life Trustee0.10Yes (X)$0$0$0
David E McNeel
Life Trustee0.40Yes (X)$0$0$0
John D Nichols
Life Trustee0.10Yes (X)$0$0$0
James J O'Connor
Life Trustee0.20Yes (X)$0$0$0
William A Osborn
Life Trustee0.30Yes (X)$0$0$0
Mrs Albert Pawlick
Life Trustee0.10Yes (X)$0$0$0
Jane DiRenzo Pigott
Life Trustee0.30Yes (X)$0$0$0
John M Pratt
Life Trustee0.10Yes (X)$0$0$0
Dr Irwin Press
Life Trustee0.10Yes (X)$0$0$0
John W Rogers Jr
Life Trustee0.10Yes (X)$0$0$0
Jerry Rose
Life Trustee0.10Yes (X)$0$0$0
Frank A Rossi
Life Trustee0.20Yes (X)$0$0$0
Earl J Rusnak Jr
Life Trustee0.10Yes (X)$0$0$0
Cynthia M Sargent
Life Trustee0.10Yes (X)$0$0$0
John R Schmidt
Life Trustee0.30Yes (X)$0$0$0
Thomas C Sheffield Jr
Life Trustee0.20Yes (X)$0$0$0
Robert C Spoerri
Life Trustee0.10Yes (X)$0$0$0
Carl W Stern
Life Trustee0.10Yes (X)$0$0$0
Roger W Stone
Life Trustee (until 06/30/22)0.10Yes (X)$0$0$0
William H Strong
Life Trustee0.10Yes (X)$0$0$0
Louis C Sudler Jr
Life Trustee0.10Yes (X)$0$0$0
Richard L Thomas
Life Trustee0.20Yes (X)$0$0$0
Richard P Toft
Life Trustee0.30Yes (X)$0$0$0
Penny Van Horn
Life Trustee0.20Yes (X)$0$0$0
Paul R Wiggin
Life Trustee0.30Yes (X)$0$0$0
John Aalbregtse
Trustee0.60Yes (X)$0$0$0
Peter J Barack
Trustee0.40Yes (X)$0$0$0
H Rigel Barber
Trustee0.10Yes (X)$0$0$0
Randy Lamm Berlin
Trustee0.10Yes (X)$0$0$0
Roderick Branch
Trustee0.20Yes (X)$0$0$0
Kay Bucksbaum
Trustee0.10Yes (X)$0$0$0
Robert J Buford
Trustee0.30Yes (X)$0$0$0
Leslie Henner Burns
Trustee0.60Yes (X)$0$0$0
Debra A Cafaro
Trustee0.10Yes (X)$0$0$0
Marion A Cameron-Gray
Trustee0.10Yes (X)$0$0$0
George P Colis
Trustee0.30Yes (X)$0$0$0
Keith S Crow
Trustee0.20Yes (X)$0$0$0
Stephen V D'Amore
Trustee0.10Yes (X)$0$0$0
Timothy A Duffy
Trustee0.30Yes (X)$0$0$0
Brian W Duwe
Trustee0.10Yes (X)$0$0$0
Charles Emmons Jr
Trustee0.30Yes (X)$0$0$0
Judith E Feldman
Trustee0.30Yes (X)$0$0$0
Graham C Grady
Trustee0.20Yes (X)$0$0$0
Lori Julian
Trustee0.40Yes (X)$0$0$0
Neil T Kawashima
Trustee0.20Yes (X)$0$0$0
Geraldine Keefe
Trustee0.10Yes (X)$0$0$0
Donna L Kendall
Trustee0.10Yes (X)$0$0$0
Thomas G Kilroy
Trustee0.20Yes (X)$0$0$0
James Kolar
Trustee (until 06/30/22)0.10Yes (X)$0$0$0
Randall S Kroszner
Trustee0.20Yes (X)$0$0$0
Patty Lane
Trustee0.20Yes (X)$0$0$0
Susan C Levy
Trustee0.20Yes (X)$0$0$0
Britt M Miller
Trustee0.10Yes (X)$0$0$0
Mary Pivirotto Murley
Trustee0.30Yes (X)$0$0$0
Sylvia Neil
Trustee0.30Yes (X)$0$0$0
Shelley Ochab
Trustee (until 06/30/22)0.20Yes (X)$0$0$0
Gerald Pauling
Trustee0.50Yes (X)$0$0$0
Michael A Perlstein
Trustee (until 06/30/22)0.30Yes (X)$0$0$0
Jose Luis Prado
Trustee (until 06/30/22)0.10Yes (X)$0$0$0
Col Jennifer N Pritzker
Trustee0.10Yes (X)$0$0$0
Dr Don M Randel
Trustee0.10Yes (X)$0$0$0
Dr Mohan Rao
Trustee0.20Yes (X)$0$0$0
Burton X Rosenberg
Trustee0.20Yes (X)$0$0$0
Kristen C Rossi
Trustee0.20Yes (X)$0$0$0
E Scott Santi
Trustee0.10Yes (X)$0$0$0
Marlon R Smith
Trustee0.30Yes (X)$0$0$0
Walter Snodell
Trustee0.20Yes (X)$0$0$0
Dr Eugene Stark
Trustee0.10Yes (X)$0$0$0
Daniel E Sullivan Jr
Trustee0.30Yes (X)$0$0$0
Scott Swanson
Trustee0.10Yes (X)$0$0$0
Nasrin Thierer
Trustee0.30Yes (X)$0$0$0
Lisa Thomas
Trustee0.90Yes (X)$0$0$0
Terrence J Truax
Trustee0.20Yes (X)$0$0$0
Frederick H Waddell
Trustee0.50Yes (X)$0$0$0
William Ward
Trustee0.20Yes (X)$0$0$0
Paul SWatford
Trustee0.40Yes (X)$0$0$0
Craig R Williams
Trustee0.20Yes (X)$0$0$0
Robert A Wislow
Trustee0.20Yes (X)$0$0$0
Gifford R Zimmerman
Trustee0.20Yes (X)$0$0$0
Dale Hedding
VP for Development40.00Yes (X)$265,794$0$20,308
Stacie M Frank
Assistant Treasurer40.00Yes (X)$249,994$0$33,975
Renay Slifka
Secretary (until 09/08/21)40.00Yes (X)$78,141$0$14,977
Kristine Stassen
Secretary (as of 09/09/21)40.00Yes (X)$21,813$0$6,417
Vanessa Moss
VP for Operations40.00$232,843$0$33,424Yes (X)
Riccardo Muti
Music Director40.00$952,263$0$0Yes (X)
Robert Chen
Concertmaster40.00$379,024$0$110,417Yes (X)
John Sharp
Principal Cello40.00$234,272$0$87,612Yes (X)
Stephen Williamson
Principal Clarinet40.00$232,425$0$64,200Yes (X)
Esteban Batallan Cons
Principal Trumpet40.00$217,995$0$61,152Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,394,005TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$471,999TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K123IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Allied Universal Security Services
1551 N Tustin Ave Ste 650Santa AnaCA92705Security Services$630,098
Riccardo Muti
220 S Michigan AvenueChicagoIL606042559Artist Performances$490,153
Allied Advertising Limited Partnership
55 Cambridge Parkway Suite 200BostonMA02142Marketing Print, Media Services$460,919
Kimco Facility Services
3445 Peachtree Road Suite 1275AtlantaGA30326Janitorial Services$400,232
Tessitura Network Inc
PO Box 222234DallasTX752222234Software Services$379,191
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K19CntrctRcvdGreaterThan100KCnt
Fundraising$1,655,857FundraisingAmt
Government Grants$10,157,450GovernmentGrantsAmt
All Other Contributions$50,385,053AllOtherContributionsAmt
Noncash Contributions$10,110,155NoncashContributionsAmt
Total Contributions$62,198,360TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
Ticket Sales711130$16,311,923$16,311,923
Performance/Streaming Fees711130$2,676,287$2,676,287
Other Program Related Revenue711130$885,398$885,398
Facility Rental Revenue711130$436,105$436,105
Parking Lot Rental Revenue711130$357,500$357,500

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$127,991TotalRevenueColumnAmt
Related Or Exempt Func Income$84,530RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$170,270UnrelatedBusinessRevenueAmt
Exclusion-$126,809ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$20,795,204TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,774,794TotalRevenueColumnAmt
Exclusion$4,774,794ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$113,915RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$354,973RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$241,058RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$241,058TotalRevenueColumnAmt
Unrelated Business Revenue-$241,058UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$113,708,464SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$98,974,092SecuritiesAmt
Other$99OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$14,734,372SecuritiesAmt
Other-$99OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,734,273TotalRevenueColumnAmt
Unrelated Business Revenue$246,423UnrelatedBusinessRevenueAmt
Exclusion$14,487,850ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$413,310FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,655,857ContriRptFundraisingEventAmt
Fundraising Direct Expenses$444,118FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$30,808TotalRevenueColumnAmt
Exclusion-$30,808ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$360,291GrossSalesOfInventoryAmt
Cost Of Goods Sold$158,959CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$201,332TotalRevenueColumnAmt
Related Or Exempt Func Income$155,557RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$45,775UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$102,432,097TotalRevenueColumnAmt
Related Or Exempt Func Income$20,549,800RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$221,410UnrelatedBusinessRevenueAmt
Exclusion$19,462,527ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,950TotalAmt
Program Services$5,950ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,850,626TotalAmt
Program Services$310,065ProgramServicesAmt
Management And General$1,206,947ManagementAndGeneralAmt
Fundraising$333,614FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$35,382,295TotalAmt
Program Services$30,712,860ProgramServicesAmt
Management And General$2,882,286ManagementAndGeneralAmt
Fundraising$1,787,149FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,638,269TotalAmt
Program Services$2,475,363ProgramServicesAmt
Management And General$100,755ManagementAndGeneralAmt
Fundraising$62,151FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,461,051TotalAmt
Program Services$4,443,177ProgramServicesAmt
Management And General$652,677ManagementAndGeneralAmt
Fundraising$365,197FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,578,593TotalAmt
Program Services$2,118,931ProgramServicesAmt
Management And General$305,160ManagementAndGeneralAmt
Fundraising$154,502FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$263,567TotalAmt
Program Services$193,976ProgramServicesAmt
Management And General$66,494ManagementAndGeneralAmt
Fundraising$3,097FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$153,188TotalAmt
Management And General$153,188ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$244,748TotalAmt
Fundraising$244,748FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,018,441TotalAmt
Management And General$1,018,441ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,757,908TotalAmt
Program Services$5,662,950ProgramServicesAmt
Management And General$1,072,135ManagementAndGeneralAmt
Fundraising$22,823FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,571,883TotalAmt
Program Services$3,245,643ProgramServicesAmt
Management And General$171,174ManagementAndGeneralAmt
Fundraising$155,066FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$570,461TotalAmt
Program Services$298,234ProgramServicesAmt
Management And General$168,200ManagementAndGeneralAmt
Fundraising$104,027FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$534,533TotalAmt
Program Services$279,451ProgramServicesAmt
Management And General$157,607ManagementAndGeneralAmt
Fundraising$97,475FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,812,195TotalAmt
Program Services$2,294,921ProgramServicesAmt
Management And General$242,741ManagementAndGeneralAmt
Fundraising$274,533FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$265,460TotalAmt
Program Services$209,175ProgramServicesAmt
Management And General$45,984ManagementAndGeneralAmt
Fundraising$10,301FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$45,200TotalAmt
Program Services$8,891ProgramServicesAmt
Management And General$167ManagementAndGeneralAmt
Fundraising$36,142FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,634,031TotalAmt
Management And General$4,634,031ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,741,305TotalAmt
Program Services$3,470,687ProgramServicesAmt
Management And General$270,618ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$316,396TotalAmt
Management And General$316,396ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
Credit Card Fees$689,433$641,403$48,030
Music & Instrument Rent$474,096$355,104$118,992
Equipment Rentals$461,027$461,027
Music License Fees$122,090$122,090

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$487,504TotalAmt
Program Services$240,276ProgramServicesAmt
Management And General$189,221ManagementAndGeneralAmt
Fundraising$58,007FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$75,080,250TotalAmt
Program Services$57,550,174ProgramServicesAmt
Management And General$13,773,214ManagementAndGeneralAmt
Fundraising$3,756,862FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$720,231BOYAmt
EOY$386,930EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,736,354BOYAmt
EOY$12,925,325EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,583,572BOYAmt
EOY$35,270,692EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$701,138BOYAmt
EOY$628,833EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$214,092BOYAmt
EOY$174,632EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,118,139BOYAmt
EOY$1,169,675EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$180,219,437LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$105,351,174LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$78,004,138BOYAmt
EOY$74,868,263EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$337,162,823BOYAmt
EOY$282,706,781EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$125,201,311BOYAmt
EOY$122,511,913EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$258,325BOYAmt
EOY$247,112EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$576,700,123BOYAmt
EOY$530,890,156EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,187,971BOYAmt
EOY$8,573,875EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,157,560BOYAmt
EOY$10,667,578EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$136,394,553BOYAmt
EOY$134,133,966EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,000,000BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$75,305,194BOYAmt
EOY$47,095,513EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$228,045,278BOYAmt
EOY$200,470,932EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$109,369,054BOYAmt
EOY$91,849,204EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$239,285,791BOYAmt
EOY$238,570,020EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$348,654,845BOYAmt
EOY$330,419,224EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$576,700,123BOYAmt
EOY$530,890,156EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$27,351,847ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$72,725,291NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$27,137,823OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,070,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,805,974CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,636,059CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,216,933CurrentTaxYearMinus1YearAmt
Current Tax Year$62,198,360CurrentTaxYearAmt
Total$214,927,440TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,070,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,805,974CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,636,059CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,216,933CurrentTaxYearMinus1YearAmt
Current Tax Year$62,198,360CurrentTaxYearAmt
Total$214,927,440TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$36,410,186SubstantialContributorsTotAmt
Public Support Total170$178,517,254PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,978,476CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,161,973CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,984,289CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,103,490CurrentTaxYearMinus1YearAmt
Current Tax Year$4,774,794CurrentTaxYearAmt
Total$25,003,022TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$289,261CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$184,670CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$435,185CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$82,651CurrentTaxYearMinus1YearAmt
Total$991,767TotalAmt
FieldValueIRS element (for citing)
Total Support$240,922,229TotalSupportAmt
Gross Receipts Rltd Activities$109,262,800GrossReceiptsRltdActivitiesAmt
Public Support CY1700.74100PublicSupportCY170Pct
Public Support PY1700.74330PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$403,275,000BeginningYearBalanceAmt
Contributions$17,516,000ContributionsAmt
Investment Earnings Or Losses-$45,302,000InvestmentEarningsOrLossesAmt
Other Expenditures$15,520,000OtherExpendituresAmt
End Year Balance$359,969,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$309,653,000BeginningYearBalanceAmt
Contributions$15,890,000ContributionsAmt
Investment Earnings Or Losses$93,768,000InvestmentEarningsOrLossesAmt
Other Expenditures$16,036,000OtherExpendituresAmt
End Year Balance$403,275,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$323,051,000BeginningYearBalanceAmt
Contributions$5,327,000ContributionsAmt
Investment Earnings Or Losses-$3,464,000InvestmentEarningsOrLossesAmt
Other Expenditures$15,261,000OtherExpendituresAmt
End Year Balance$309,653,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$314,587,000BeginningYearBalanceAmt
Contributions$10,500,000ContributionsAmt
Investment Earnings Or Losses$12,801,000InvestmentEarningsOrLossesAmt
Other Expenditures$14,887,000OtherExpendituresAmt
End Year Balance$323,051,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$304,786,000BeginningYearBalanceAmt
Contributions$2,843,000ContributionsAmt
Investment Earnings Or Losses$21,643,000InvestmentEarningsOrLossesAmt
Other Expenditures$14,685,000OtherExpendituresAmt
End Year Balance$314,587,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.38700BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.49600PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.11700TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,475,169OtherCostOrOtherBasisAmt
Book Value$25,475,169BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$125,836,777OtherCostOrOtherBasisAmt
Depreciation$83,146,579DepreciationAmt
Book Value$42,690,198BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$258,036OtherCostOrOtherBasisAmt
Depreciation$258,036DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,681,842OtherCostOrOtherBasisAmt
Depreciation$13,722,240DepreciationAmt
Book Value$959,602BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,967,613OtherCostOrOtherBasisAmt
Depreciation$8,224,319DepreciationAmt
Book Value$5,743,294BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$74,868,263TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Alternative investments - Absolute return$32,623,054F
Hedged equities$26,635,704F
Private equity$45,175,694F
Real assets$10,283,533F
Beneficial interest in trust$7,793,928F
FieldValueIRS element (for citing)
Total Book Value Securities$122,511,913TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Pension benefits$34,739,279
Other long-term liabilities$1,236,321
Interest rate swap contracts$11,119,913
FieldValueIRS element (for citing)
Total Liability$47,095,513TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$46,471,734TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$72,725,291NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$524,480DonatedServicesAndUseFcltsAmt
Other Revenue$16,300,740OtherRevenueAmt
Revenue Not Reported-$55,900,071RevenueNotReportedAmt
Revenue Subtotal$102,371,805RevenueSubtotalAmt
Investment Expenses Not Incld$1,018,441InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$958,149OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$60,292RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$102,432,097TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$64,707,355TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$524,480DonatedServicesUseFcltsAmt
Other Expenses Included-$9,878,934OtherExpensesIncludedAmt
Expenses Not Reported-$9,354,454ExpensesNotReportedAmt
Expenses Subtotal$74,061,809ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,018,441InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$1,018,441ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$75,080,250TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The Investment Committee, which oversees all the Corporation's investments, operates under investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs, while seeking to maintain the purchasing power of the endowment assets. Under these policies, the endowment assets are invested in a manner that, over time, will meet the long-term objective of a 5% real return on assets. The Corporation's policy is to preserve the historical dollar value of permanently restricted contributions, and to use any of the investment returns as is prudent considering the Corporation's long- and short-term needs, resources, duration and preservation of donor-restricted endowment funds, donor restrictions, expected total return on its investments, price level trends, general economic conditions, and investment policies.
Part X, Line 2:Income taxes: The Corporation follows the standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Corporation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Corporation, continued tax exempt status of bonds payable, and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The Corporation files Form 990 in the U.S. federal jurisdiction and the State of Illinois.
Part XI, Line 2d - Other Adjustments:Change in Pension Plan Assets and Benefit Obligations 16,300,740.
Part XI, Line 4b - Other Adjustments:Rental Expenses (Part VIII, Line 6b) -354,973. Cost of Goods Sold (Part VIII, Line 10b) -158,959. Gain (Loss) on Sale of Other Assets (Part VIII, Line 7c(ii)) -99. Special Events Expense (Part VIII, Line 8b) -444,118.
Part XII, Line 2d - Other Adjustments:Rental expenses (Part VIII, Line 6b) 354,973. Cost of goods sold (Part VIII, Line 10b) 158,959. Gain (loss) on sale of other assets (Part VIII, Line 7c(ii)) 99. Interest Rate Swap -10,837,083. Special Events Expense (Part VIII, Line 8b) 444,118.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedAlternative Investments (Hedged Equity, Absolute Return and Private Equity) in the Cayman Islands.TypeOfActivitiesConductedTxt
Region Total Expenditures$69,067,316RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$69,067,316SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$69,067,316TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart III Accounting Method:FormAndLineReferenceDesc

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1DCM IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1261 West 35th Street Suite 600AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
ActivityTelefundraising CampaignsActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$582,351GrossReceiptsAmt
Retained By Contractor$244,748RetainedByContractorAmt
Net To Organization$337,603NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$582,351TotalGrossReceiptsAmt
Total Retained By Contractors$244,748TotalRetainedByContractorsAmt
Total Net To Organization$337,603TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Symphony BallEvent1Nm
Gross Receipts Event1$1,208,560GrossReceiptsEvent1Amt
Charitable Contri Event1$939,500CharitableContriEvent1Amt
Gross Revenue Event1$269,060GrossRevenueEvent1Amt
Rent Facility Costs Event1$7,486RentFacilityCostsEvent1Amt
Food And Beverage Event1$142,736FoodAndBeverageEvent1Amt
Entertainment Event1$12,000EntertainmentEvent1Amt
Other Direct Expenses Event1$103,813OtherDirectExpensesEvent1Amt
Event2Corporate NightEvent2Nm
Gross Receipts Event2$750,208GrossReceiptsEvent2Amt
Charitable Contri Event2$659,200CharitableContriEvent2Amt
Gross Revenue Event2$91,008GrossRevenueEvent2Amt
Rent Facility Costs Event2$11,228RentFacilityCostsEvent2Amt
Food And Beverage Event2$45,357FoodAndBeverageEvent2Amt
Entertainment Event2$1,125EntertainmentEvent2Amt
Other Direct Expenses Event2$17,201OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$110,399GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$57,157CharitableContriOtherEventsAmt
Gross Revenue Other Events$53,242GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$5,168NonCashPrizesOtherEventsAmt
Food And Beverage Other Events$40,610FoodAndBeverageOtherEventsAmt
Entertainment Other Events$3,770EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$53,624OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,069,167GrossReceiptsTotalAmt
Charitable Contributions Tot$1,655,857CharitableContributionsTotAmt
Gross Revenue Total Events$413,310GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$5,168NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$18,714RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$228,703FoodAndBeverageTotalEventsAmt
Entertainment Total Events$16,895EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$174,638OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$444,118DirectExpenseSummaryEventsAmt
Net Income Summary-$30,808NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Roosevelt University Chicago College of Performing ArtsBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1430 S MichiganAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60605ZIPCd
FieldValueIRS element (for citing)
Recipient EIN362167854RecipientEIN
IRC Section501 (c)(3)IRCSectionDesc
Cash Grant$5,950CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantCivic Orchestra FellowshipsPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe fellowship stipends are paid upon completion of responsibilities, attendance at rehearsals, performances, workshops, classes and coachings and remaining in good standing with the Civic Orchestra throughout the season as outlined in the Civic Policies and Procedures. Attendance and participation are monitored by the Civic Orchestra Manager and Coordinator of the Civic Orchestra of Chicago.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Riccardo Muti
Music Director$942,263$0$0$0$10,000$0$0$0$0$0$952,263$0$0$0
Jeff Alexander
President$525,183$0$500$0$3,758$0$22,357$0$17,160$0$568,958$0$0$0
Robert Chen
Concertmaster$378,748$0$0$0$276$0$70,509$0$39,908$0$489,441$0$0$0
John Sharp
Principal Cello$233,480$0$0$0$792$0$47,362$0$40,250$0$321,884$0$0$0
Stephen Williamson
Principal Clarinet$232,149$0$0$0$276$0$25,400$0$38,800$0$296,625$0$0$0
Dale Hedding
VP for Development$254,213$0$10,500$0$1,081$0$10,782$0$9,526$0$286,102$0$0$0
Stacie M Frank
Assistant Treasurer$239,134$0$10,500$0$360$0$10,393$0$23,582$0$283,969$0$0$0
Esteban Batallan Cons
Principal Trumpet$217,887$0$0$0$108$0$32,665$0$28,487$0$279,147$0$0$0
Vanessa Moss
VP for Operations$221,419$0$10,500$0$924$0$17,982$0$15,442$0$266,267$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aCharter travel is provided for all employees during certain foreign and domestic tours when deemed more economical.
Part I, Line 7Annually, the Chair of the Board reviews and approves any bonus payment for the President. Other bonuses paid to listed employees in 2021 were approved by the Chair of the Board.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Illinois Finance Authority-Part II-Col A
A86109196745200FGY92008-05-29$83,015,000See Part VI000
Illinois Finance Authority-Part II-Col B
B8610916670000000002018-06-01$46,100,000See Part VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmt
A$83,015,000$620,000$81,364,393$722,487$308,1201997Yes (1)0Yes (1)Yes (1)
B$46,100,0001997Yes (1)0Yes (1)Yes (1)$6,900,000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)Yes (1)Yes (1)000Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Date Rebate Computation PerformedIssuer Name: Illinois Finance Authority-Part II-Col A Date the Rebate Computation was Performed: 05/20/2013 Issuer Name: Illinois Finance Authority-Part II-Col B Date the Rebate Computation was Performed: 06/01/2018
Schedule K Supplental InformationPart I, Line A, Column (f): The Bonds were issued to (i) refinance a line of credit to the Chicago Symphony Orchestra (the Symphony) from the Northern Trust Company (the Line of Credit) and pay or reimburse the Symphony for certain costs relating to the conversion of the interest rate mode (the Series 2002 Conversion) on the $80,650,000 original aggregate principal amount of the Illinois Educational Facilities Authority Revenue Refunding Bonds, Chicago Symphony Orchestra, Series 2002 (the Series 2002 Bonds) and (ii) pay a portion of the interest on the Bonds and certain costs of issuance of the Bonds (including credit enhancement). The proceeds of the Line of Credit were used to finance a portion of the costs of (i) financing the mandatory purchase of the Series 2002 Bonds by the Symphony in connection with the Series 2002 Conversion, (ii) paying certain costs and expenses related to (a) the incurrence and maintenance of the Line of Credit, and (b) the Series 2002 Conversion, and (iii) paying accrued interest on the Line of Credit. The Series 2002 Bonds were issued on December 19, 2002 to refund all of the $77,900,000 original aggregate principal amount of the Illinois Development Finance Authority Variable/Fixed Rate Demand Revenue Bonds, Series 1996 (Chicago Symphony Orchestra Project) (the Series 1996 Bonds), (ii) pay a portion of interest on the Series 2002 Bonds, and (iii) pay a portion of costs of issuance (including bond insurance premium). The 1996 Bonds were issued on June 12, 1996 to (i) finance, refinance and reimburse the Symphony for certain costs relating to the renovation and expansion of Orchestra Hall and surrounding properties, (ii) pay a portion of interest on the Series 1996 Bonds, (iii) pay or reimburse the Symphony for a portion of the interest on the $50,000,000 Illinois Development Finance Authority Variable/Fixed Rate Demand Revenue Bonds, Series 1994 (Chicago Symphony Orchestra Project), and (iv) pay certain costs relating to letters of credit and costs of issuance. Schedule K, Supplemental Information: Part I, Line B, Column (f): The Bonds were issued to currently refund the $50,000,000 original aggregate principal amount Illinois Development Finance Authority Variable/Fixed Rate Demand Revenue Bonds, Series 1994 (Chicago Symphony Orchestra Project) (the Series 1994 Bonds). The Series 1994 Bonds were issued on June 23, 1994. The Series 1994 Bonds were issued to (i) finance or reimburse a portion of the costs of facilities of the Symphony ( the Prior Project), (ii) refinance a loan made from The Northern Trust Company to the Symphony for the purpose of paying the costs of a feasibility study relating to the Prior Project and funding an earnest money deposit relating to the acquisition of certain real estate on which a portion of the Prior Project is now located, (iii) refinance a loan made from The Northern Trust Company and The Sanwa Bank, Limited, acting through its Chicago branch, to the Symphony for the purpose of paying the costs of the acquisition of real estate (including buildings located thereon) on which a portion of the Prior Project is now located, (iv) finance the payment of a portion of the interest on the Series 1994 Bonds during the period of completion of the Prior Project, (v) pay certain costs relating to the issuance and maintenance of a credit facility during the period of completion of the Prior Project and (vi) pay certain costs relating to the issuance of the Series 1994 Bonds.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution80ContributionCnt
Noncash Contributions Rpt F990$9,856,380NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV - Stock giftsMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Airfare Miles1$125,488Fair Market Value
Yes (X)Covid Tests1$124,939Fair Market Value
Yes (X)Cough Drops1$3,348Fair Market Value
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Column (b):FormAndLineReferenceDesc
ExplanationLine 9: The number of contributions for the Securities - publicly traded is the number of stock gifts received, not the number of donors or shares contributed.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Business Relationship 1: Jay L. Henderson, E. Scott Santi Business Relationship 2: Richard C. Godfrey, Keith S. Crow Business Relationship 3: Debora de Hoyos, Britt Miller, John R. Schmidt Business Relationship 4: Jay L. Henderson, Susan C. Levy, Jose Luis Prado Business Relationship 5: Debra A. Cafaro, Scott C. Swanson Business Relationship 6: Gerald L. Pauling II, Burton X. Rosenberg Business Relationship 7: Walter Carlson (spouse of Debora de Hoyos) Charles W. Douglas, R. Eden Martin
Form 990, Part VI, Section A, line 6The members of the Chicago Symphony Orchestra (the "Corporation") are designated as Governing Members. Governing Members are elected from among persons who have demonstrated a significant interest in the CSO and who meet such additional criteria as the Board of Trustees may from time to time determine.
Form 990, Part VI, Section A, line 7aGoverning Members ratify the election of Governing Members and, at each Annual Meeting, the fully ratified Governing Members elect Regular and Life Trustees.
Form 990, Part VI, Section B, line 11bThe CSO's tax advisor, RSM, prepares the Form 990 using the audited financial statements and supporting schedules prepared by CSO staff. Staff and the tax advisor discuss and review the entire Form 990 and Form 990-T with members of the CSO Audit Committee, who review and accept it before it is filed as set forth in the Committee Authority and Responsibility section of the Audit Committee charter. The 2021 Form 990 and Form 990-T were reviewed and approved at the April 25, 2023 meeting of the Audit Committee.
Form 990, Part VI, Section B, line 12cThe CSO maintains a Conflict of Interest Policy that applies to all trustees, the Executive Committees of certain auxiliary operations operating under the CSO's bylaws, senior management and other designated staff members, and non-trustee members of Trustee committees. The Policy requires each person to whom the policy applies to complete an annual disclosure questionnaire that discloses any business or financial interest, which might reasonably be expected to give rise to a possible conflict between the interest of the CSO and the interest of such person. To the extent that the required disclosure questionnaire cannot be obtained after multiple attempts, alternative procedures are completed by staff and the Audit Committee to reasonably conclude whether any conflicts exists. The Policy forbids such individuals from voting on or using their personal influence in connection with such business or financial issues. In the event the CSO does conduct business with a related party, the financial terms of those relationships are reported annually to the Audit Committee, whose members are independent per the terms of its charter. The CSO requires each non-union employee to conduct themselves in accordance with the code of Business Conduct and Ethics, approved by the Board of Trustees, and to sign an annual statement acknowledging their understanding of and compliance with the Code.
Form 990, Part VI, Section B, line 15The process for determining the compensation of the President included a meeting on May 3, 2022, of the Human Resources Committee, which was comprised of five independent trustees and two non-trustees. The Committee reviewed the compensation arrangements and peer benchmark data based on size of budget and scope of management responsibility. Published compensation surveys for non-profit organizations were also reviewed. Recommendations were made to the Committee and accepted, and the deliberations of the Committee were documented in the minutes of the meeting. The process for determining the compensation of other officers or key employees included a meeting on May 3, 2022, of the Human Resources Committee, which was comprised of five independent trustees and two non-trustees. The Committee reviewed the compensation arrangements and peer benchmark data based on size of budget and scope of management responsibility. Published compensation surveys for non-profit organizations were also reviewed. Recommendations were made to the Committee and accepted, and the deliberations of the Committee were documented in the minutes of the meeting.
Form 990, Part VI, Section C, line 19Financial statements, governing documents and conflict of interest policy are available to the public upon request pursuant to the guidelines of section 6104(d).
Form 990, Part XI, line 9:Interest rate swap fair value adjustments 10,837,083. Changes in pension plan assets and benefit obligations 16,300,740.