CLEVELAND INSTITUTE OF MUSIC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CLEVELAND INSTITUTE OF MUSIC (EIN 34-0714600)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202521359349303992
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T09:34:41-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340677006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY NOVOTNY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE SUITE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441142540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND INSTITUTE OF MUSIC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLEV | BusinessNameControlTxt |
| Phone | 2167915000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11021 EAST BLVD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN FOSS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2167915000 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER B ANDERSON | PreparerPersonNm |
| PTIN | P00226559 | PTIN |
| Phone | 2163630100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN FOSS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11021 EAST BLVD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,902,181 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CIM.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO EMPOWER THE WORLD'S MOST TALENTED CLASSICAL MUSIC STUDENTS TO FULFILL THEIR DREAMS&POTENTIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 437 | TotalEmployeeCnt |
| Total Volunteers | 115 | TotalVolunteersCnt |
| Total Gross UBI | $154,349 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $90,401 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,008,645 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,220,718 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,426,520 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,391,820 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,820,347 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,297,813 | CYInvestmentIncomeAmt |
| PY Other Revenue | $107,418 | PYOtherRevenueAmt |
| CY Other Revenue | $60,308 | CYOtherRevenueAmt |
| PY Total Revenue | $33,362,930 | PYTotalRevenueAmt |
| CY Total Revenue | $36,970,659 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,881,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,819,340 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,339,855 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,217,800 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,858,113 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,447,909 | PYOtherExpensesAmt |
| CY Other Expenses | $9,806,484 | CYOtherExpensesAmt |
| PY Total Expenses | $31,669,164 | PYTotalExpensesAmt |
| CY Total Expenses | $31,843,624 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,693,766 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,127,035 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $142,970,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $152,914,752 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,068,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,083,906 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $97,902,032 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,830,846 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CLEVELAND INSTITUTE OF MUSIC'S MISSION IS TO EMPOWER THE WORLD'S MOST TALENTED CLASSICAL MUSIC STUDENTS TO FULFILL THEIR DREAMS AND POTENTIAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,085,985 | ExpenseAmt |
| Grant | $9,819,340 | GrantAmt |
| Revenue | $20,393,153 | RevenueAmt |
| Desc | SEE SCHEDULE OTHE CLEVELAND INSTITUTE OF MUSIC IS ONE OF JUST SEVEN INDEPENDENT CONSERVATORIES OF MUSIC IN THE UNITED STATES, ONE OF THREE DEVOTED EXCLUSIVELY TO CLASSICAL MUSIC PERFORMANCE. CIM STUDENTS BENEFIT FROM ACCESS TO WORLD-RENOWNED VISITING ARTISTS AND CONDUCTORS, INTENSIVE STUDY WITH CIM'S STELLAR FACULTY AND THE RICH CURRICULUM OFFERED BY CIM'S PARTNER CASE WESTERN RESERVE UNIVERSITY. CIM'S GRADUATES COMMAND THE MOST CELEBRATED AND REVERED STAGES IN THE WORLD AS SOLOISTS, CHAMBER MUSICIANS AND ENSEMBLE MEMBERS; COMPOSE AWARD-WINNING REPERTOIRE; AND ARE SOUGHT-AFTER TEACHING ARTISTS, ADMINISTRATORS AND THOUGHT LEADERS. MORE THAN HALF OF THE MEMBERS OF THE CLEVELAND ORCHESTRA ARE CONNECTED TO CIM AS MEMBERS OF THE FACULTY, ALUMNI OR BOTH. CIM'S PREPARATORY AND CONTINUING EDUCATION PROVIDES PRIVATE AND GROUP LESSONS, CLASSES AND ENSEMBLES. CIM IS AN INTEGRAL PART OF CLEVELAND'S ARTS COMMUNITY PRESENTING 425 FREE PERFORMANCES AND MASTER CLASSES ON CAMPUS AND THROUGHOUT THE COMMUNITY THIS YEAR. DURING THIS FISCAL YEAR, CIM OFFERED APPROXIMATELY $9.8 MILLION OF SCHOLARSHIPS AND FINANCIAL AID TO ITS STUDENTS. | Desc |
| Total Program Service Expenses | $21,085,985 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 87 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 437 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN FOSS | PersonNm |
| Phone | 2167915000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11021 EAST BLVD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANDERSON A CHACE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BALDASSARRE CARL E | ||||||||
| TRUSTEE(THROUGH 10/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BAN STEPHEN P | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BASSETT CYNTHIA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BEEDLES MICHAEL W | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BITTENBENDER CHARLES A | ||||||||
| TRUSTEE(THROUGH 12/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOWER ERIC | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BROWN DANIEL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BUESCHER ANN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARMI IRAD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CONRAD ROBERT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| COOK BONNIE | ||||||||
| TRUSTEE & SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| COOLEY III CHARLES P | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVIS JEFFREY M | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEHO ROBERT | ||||||||
| TRUSTEE&VICE CHAIR(THROUGH 9/23) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| HARVIE C THOMAS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HIPPLE RICHARD J | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KJOME PETER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINTON JEFFREY B | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MALCOLM IV JOHN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARSTON CHARLES SULLIVAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MEYERHOEFER TRENT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MILLER MD JONATHAN P | ||||||||
| TRUSTEE(THROUGH 2/2024) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MOBLEY PHD MARILYN SANDERS | ||||||||
| TRUSTEE(THROUGH 1/2024) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REDMOND KATRINA | ||||||||
| TRUSTEE & TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RILEY SHAWN M | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROTHMANN PHD SUSAN A | ||||||||
| TRUSTEE & CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SCIARAPPA DONNA M | ||||||||
| TRUSTEE(THROUGH 6/2024) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCHLANG ELLIOTT L | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SEIDENFELD ASTRI | ||||||||
| TRUSTEE(THROUGH 12/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEIN KEVIN | ||||||||
| TRUSTEE & VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| THOMAS JOSEPH H | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VIGH TRACY | ||||||||
| TRUSTEE(THROUGH 12/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WATSON SANFORD E | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOGLE PAUL | ||||||||
| PRESIDENT/CEO | 40.00 | $515,438 | $0 | $95,820 | Yes (X) | |||
| HARRISON SCOTT | ||||||||
| EXECUTIVE VP & PROVOST | 40.00 | $227,077 | $0 | $52,060 | Yes (X) | |||
| FOSS BRIAN | ||||||||
| CFO | 40.00 | $199,400 | $0 | $12,026 | Yes (X) | |||
| BEST SARAH | ||||||||
| ASST. SECRETARY | 40.00 | $29,669 | $0 | $4,132 | Yes (X) | |||
| SOUTHERN DEAN | ||||||||
| VP ACADEMIC & STUDENT AFFAIRS, DEAN | 40.00 | $193,727 | $0 | $12,414 | Yes (X) | |||
| DROHAN KATHLEEN | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $161,904 | $0 | $9,553 | Yes (X) | |||
| IRVINE JEFFREY | ||||||||
| FACULTY | 40.00 | $153,548 | $0 | $13,286 | Yes (X) | |||
| KALER ILYA | ||||||||
| FACULTY | 40.00 | $149,560 | $0 | $50,579 | Yes (X) | |||
| ROBINSON SHARON | ||||||||
| FACULTY | 40.00 | $144,726 | $0 | $11,898 | Yes (X) | |||
| LAREDO JAIME | ||||||||
| FACULTY | 40.00 | $144,701 | $0 | $12,314 | Yes (X) | |||
| KALMAR CARLOS | ||||||||
| FACULTY | 40.00 | $187,500 | $0 | $2,026 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,107,250 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $276,108 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BAKER & HOSTETLER LLP | |||||
| 127 PUBLIC SQUARE | CLEVELAND | OH | 44114 | LEGAL SERVICES | $130,594 |
| THRESHOLD ACOUSTICS LLC | |||||
| 141 W JACKSON BLVD | CHICAGO | IL | 60604 | CONSTRUCTION | $127,185 |
| FORVIS LLP | |||||
| 111 E WAYNE ST | FORT WAYNE | IN | 46802 | AUDIT/ACCOUNTING SERVICES | $100,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $9,550 | FundraisingAmt |
| Government Grants | $1,156,426 | GovernmentGrantsAmt |
| All Other Contributions | $11,054,742 | AllOtherContributionsAmt |
| Noncash Contributions | $479,469 | NoncashContributionsAmt |
| Total Contributions | $12,220,718 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $17,508,567 | $17,508,567 |
| DORM REVENUE | 611310 | $2,627,136 | $2,627,136 |
| PARKING REVENUE | 611310 | $51,884 | $51,884 |
| TICKET SALES | 611310 | $23,344 | $23,344 |
| RECORDING SERVICES | 611310 | $11,036 | $11,036 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,853 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $169,853 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,391,820 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,971,710 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $152,029 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,819,681 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $569,336 | TotalRevenueColumnAmt |
| Exclusion | $569,336 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,272 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,272 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,272 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,320 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,952 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,591,556 | SecuritiesAmt |
| Other | $23,408 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,858,197 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,733,359 | SecuritiesAmt |
| Other | $23,408 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,756,767 | TotalRevenueColumnAmt |
| Exclusion | $1,756,767 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $107,028 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $9,550 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $73,325 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,703 | TotalRevenueColumnAmt |
| Exclusion | $33,703 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCR.IN PERKINS ICC | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,333 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,333 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,333 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,970,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,393,153 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $154,349 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,202,439 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,819,340 | TotalAmt |
| Program Services | $9,819,340 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,422,413 | TotalAmt |
| Program Services | $22,575 | ProgramServicesAmt |
| Management And General | $1,080,871 | ManagementAndGeneralAmt |
| Fundraising | $318,967 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,956,118 | TotalAmt |
| Program Services | $7,535,847 | ProgramServicesAmt |
| Management And General | $420,989 | ManagementAndGeneralAmt |
| Fundraising | $999,282 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,852 | TotalAmt |
| Program Services | $258,836 | ProgramServicesAmt |
| Management And General | $117,608 | ManagementAndGeneralAmt |
| Fundraising | $73,408 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,845 | TotalAmt |
| Program Services | $448,672 | ProgramServicesAmt |
| Management And General | $108,887 | ManagementAndGeneralAmt |
| Fundraising | $85,286 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,572 | TotalAmt |
| Program Services | $560,588 | ProgramServicesAmt |
| Management And General | $133,368 | ManagementAndGeneralAmt |
| Fundraising | $52,616 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,003 | TotalAmt |
| Program Services | $1,004 | ProgramServicesAmt |
| Management And General | $210,707 | ManagementAndGeneralAmt |
| Fundraising | $5,292 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,400 | TotalAmt |
| Management And General | $84,400 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,500 | TotalAmt |
| Fundraising | $77,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,910 | TotalAmt |
| Management And General | $288,910 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,039 | TotalAmt |
| Program Services | $364,357 | ProgramServicesAmt |
| Management And General | $288,335 | ManagementAndGeneralAmt |
| Fundraising | $55,347 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,675 | TotalAmt |
| Program Services | $69,413 | ProgramServicesAmt |
| Management And General | $37,262 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,956 | TotalAmt |
| Program Services | $273,047 | ProgramServicesAmt |
| Management And General | $272,094 | ManagementAndGeneralAmt |
| Fundraising | $74,815 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,190 | TotalAmt |
| Program Services | $61,189 | ProgramServicesAmt |
| Management And General | $164,576 | ManagementAndGeneralAmt |
| Fundraising | $49,425 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,043 | TotalAmt |
| Program Services | $420,747 | ProgramServicesAmt |
| Management And General | $655,296 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,748 | TotalAmt |
| Program Services | $152,175 | ProgramServicesAmt |
| Management And General | $9,116 | ManagementAndGeneralAmt |
| Fundraising | $457 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,719 | TotalAmt |
| Program Services | $89,613 | ProgramServicesAmt |
| Management And General | $17,388 | ManagementAndGeneralAmt |
| Fundraising | $65,718 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,204,285 | TotalAmt |
| Management And General | $2,204,285 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,930,341 | TotalAmt |
| Management And General | $2,930,341 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,838 | TotalAmt |
| Program Services | $143,491 | ProgramServicesAmt |
| Management And General | $151,347 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| AFFILIATE TUITION | $793,468 | $793,468 | |
| MISCELLANEOUS | $57,461 | $46,711 | $10,750 |
| BAD DEBT EXPENSE | -$262,092 | $24,912 | -$287,004 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,843,624 | TotalAmt |
| Program Services | $21,085,985 | ProgramServicesAmt |
| Management And General | $8,899,526 | ManagementAndGeneralAmt |
| Fundraising | $1,858,113 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,611,245 | BOYAmt |
| EOY | $12,008,791 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,645,657 | BOYAmt |
| EOY | $9,525,482 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,266,106 | BOYAmt |
| EOY | $331,286 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,175 | BOYAmt |
| EOY | $424,056 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,889 | BOYAmt |
| EOY | $186,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $92,402,192 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,028,114 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,100,806 | BOYAmt |
| EOY | $59,374,078 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,187,740 | BOYAmt |
| EOY | $42,980,410 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,578,219 | BOYAmt |
| EOY | $28,084,536 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,970,837 | BOYAmt |
| EOY | $152,914,752 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,234,773 | BOYAmt |
| EOY | $2,948,330 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,712 | BOYAmt |
| EOY | $68,895 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,466,682 | BOYAmt |
| EOY | $41,898,014 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,638 | BOYAmt |
| EOY | $168,667 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,068,805 | BOYAmt |
| EOY | $45,083,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,154,148 | BOYAmt |
| EOY | $65,045,322 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,747,884 | BOYAmt |
| EOY | $42,785,524 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,902,032 | BOYAmt |
| EOY | $107,830,846 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,970,837 | BOYAmt |
| EOY | $152,914,752 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,127,035 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,240,106 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $561,673 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,966,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,175,567 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,005,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,008,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,220,718 | CurrentTaxYearAmt |
| Total | $57,377,048 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,966,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,175,567 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,005,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,008,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,220,718 | CurrentTaxYearAmt |
| Total | $57,377,048 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,239,198 | SubstantialContributorsTotAmt |
| Public Support Total170 | $40,137,850 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,160,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $856,392 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,106,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,734,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,566,318 | CurrentTaxYearAmt |
| Total | $7,423,401 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $159,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,261 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,659 | CurrentTaxYearMinus1YearAmt |
| Total | $358,460 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $402,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,588 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,333 | CurrentTaxYearAmt |
| Total | $541,764 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $65,700,673 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $97,919,149 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2019 AMOUNT: $ 66,649. 2020 AMOUNT: $ 402,887. 2021 AMOUNT: $ 32,307. 2022 AMOUNT: $ 38,588. 2023 AMOUNT: $ 1,333. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $77,500 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $77,500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CIM RETAINED A LOBBYIST TO ADVOCATE IN COLUMBUS, OHIO FOR FUNDING SUPPORT. IT ALSO CONTRIBUTED TO THE ARTS LEVY CAMPAIGN. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $79,978 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,791,611 | BeginningYearBalanceAmt |
| Contributions | $2,970,744 | ContributionsAmt |
| Investment Earnings Or Losses | $13,865,049 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,630,249 | OtherExpendituresAmt |
| Administrative Expenses | $3,238,648 | AdministrativeExpensesAmt |
| End Year Balance | $64,758,507 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,639,426 | BeginningYearBalanceAmt |
| Contributions | $2,599,020 | ContributionsAmt |
| Investment Earnings Or Losses | $7,493,895 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,574,303 | OtherExpendituresAmt |
| Administrative Expenses | $9,366,427 | AdministrativeExpensesAmt |
| End Year Balance | $53,791,611 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,977,575 | BeginningYearBalanceAmt |
| Contributions | $562,893 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,415,444 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,485,598 | OtherExpendituresAmt |
| End Year Balance | $55,639,426 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,173,163 | BeginningYearBalanceAmt |
| Contributions | $775,951 | ContributionsAmt |
| Investment Earnings Or Losses | $14,213,149 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,184,688 | OtherExpendituresAmt |
| End Year Balance | $64,977,575 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,545,091 | BeginningYearBalanceAmt |
| Contributions | $2,253,302 | ContributionsAmt |
| Investment Earnings Or Losses | $489,626 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,114,856 | OtherExpendituresAmt |
| End Year Balance | $52,173,163 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.41055 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58945 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,063,536 | OtherCostOrOtherBasisAmt |
| Book Value | $1,063,536 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,811,556 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,624,163 | DepreciationAmt |
| Book Value | $51,187,393 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,665,261 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,450,775 | DepreciationAmt |
| Book Value | $214,486 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,861,839 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,953,176 | DepreciationAmt |
| Book Value | $6,908,663 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $59,374,078 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $28,059,536 | F |
| PARTNERSHIPS | $25,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,084,536 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | U.S. GOVERNMENT GRANTS REFUNDABLE | Desc |
| Amt | $168,667 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $168,667 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $31,902,173 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,240,106 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $634,998 | OtherRevenueAmt |
| Revenue Not Reported | $4,875,104 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,027,069 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $288,910 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $9,654,680 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $9,943,590 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,970,659 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,973,359 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $73,325 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $73,325 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,900,034 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $288,910 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $9,654,680 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,943,590 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,843,624 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USE OF ENDOWMENT FUNDS - THE INSTITUTE'S ENDOWMENT CONSISTS OF 260 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES THAT SUPPORT THE EDUCATIONAL MISSION OF THE INSTITUTE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN PERPETUAL CHARITABLE TRUSTS 561,673. FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE ON PART VIII OF FORM 990 73,325. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSE WHICH WAS SHOWN AS A REDUCTION OF REVENUE ON FINANCIAL STATEMENTS BUT SHOWN AS AN EXPENSE IN PART IX OF FORM 990 9,654,680. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE ON PART VIII OF FORM 990 73,325. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSE WHICH WAS SHOWN AS A REDUCTION OF REVENUE ON FINANCIAL STATEMENTS BUT SHOWN AS AN EXPENSE IN PART IX OF FORM 990 9,654,680. |
| PART V - ADDITIONAL INFORMATION ABOUT ENDOWMENT FUNDS: | AS PART OF THE FINANCIAL STATEMENT AUDIT PROCESS, THE INDEPENDENT AUDIT FIRM RESTATED THE ENDOWMENT ASSETS BALANCE FOR THE YEAR ENDED JUNE 30, 2023. THIS RESTATEMENT DECREASED BOARD DESIGNATED ENDOWMENT FUNDS BY $9,366,427. THIS DECREASE HAS BEEN SHOWN ON LINE 1F IN THE "PRIOR YEAR" COLUMN. AS THERE IS NO OTHER LINE ITEM IN PART V FOR THIS ADJUSTMENT, WE HAVE ARBITRARILY USED THE ADMINISTRATIVE EXPENSES LINE EVEN THOUGH THIS ADJUSTMENT DOES NOT RELATE TO ANY ADMINISTRATIVE EXPENSES. FOR THE "CURRENT YEAR" COLUMN, WE HAVE LISTED A NEGATIVE ADJUSMENT ON LINE 1F OF $3,238,648 WHICH REPRESENTS THE RELEASE OF BOARD DESIGNATED ASSETS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE NEWSPAPER OR BROADCAST MEDIA IS NOT USED FOR STUDENT RECRUITMENT. HOWEVER, A STATEMENT OF THE INSTITUTE'S RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IS INCLUDED IN THE INSTITUTE'S CATALOG, WHICH CAN ALSO BE FOUND ON THE INSTITUTE'S WEBSITE. THE FOLLOWING IS THE INSTITUTE'S POLICY ON NONDISCRIMINATORY ADMISSION AS REAFFIRMED BY THE BOARD OF TRUSTEES: IN THE ADMINISTRATION OF ITS EDUCATIONAL AND ADMISSION POLICIES, SCHOLARSHIP, LOAN, AND OTHER SCHOOL-ADMINISTERED PROGRAMS, THE CLEVELAND INSTITUTE OF MUSIC IS COMMITTED TO NONDISCRIMINATION AND EQUAL OPPORTUNITY. THE INSTITUTE ADMITS STUDENTS TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL REGARDLESS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN, CITIZENSHIP, RELIGION, AGE, SEX, SEXUAL ORIENTATION, OR DISABILITY. |
| SCHEDULE E, PART I, LINE 6 | FINANCIAL AID OR GOVERNMENT ASSISTANCE - ASSISTANCE IS RECEIVED FROM THE FOLLOWING GOVERNMENTAL AGENCIES: U.S. DEPARTMENT OF EDUCATION: FEDERAL DIRECT STAFFORD LOAN FEDERAL DIRECT PLUS LOAN FEDERAL PERKINS LOAN FEDERAL WORK-STUDY SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PELL GRANT U.S. DEPARTMENT OF VETERANS AFFAIRS: POST 9/11 G.I. BILL PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY: PA STATE GRANT |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $11,185,997 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $11,185,997 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,185,997 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LUMINARIES | Event1Nm |
| Gross Receipts Event1 | $116,578 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $9,550 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $107,028 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $38,510 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,466 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $22,349 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $116,578 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $9,550 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $107,028 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $38,510 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,466 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,349 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $73,325 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $33,703 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| FELLOWSHIP AND SERVICES | 2 | $4,849 | $0 |
| INSTITUTIONAL SCHOLARSHIPS | 291 | $9,428,901 | $0 |
| WORK-STUDY | 79 | $202,290 | $0 |
| SEOG | 89 | $156,570 | $0 |
| STUDENT ASSISTANCE | 22 | $26,730 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONITORING USE OF GRANT FUNDS - CLEVELAND INSTITUTE OF MUSIC CREDITS THE GRANTS AND OTHER ASSISTANCE DIRECTLY TO THE STUDENTS' ACCOUNTS AND THEREFORE ENSURES THAT THE FUNDS ARE SPENT FOR EDUCATIONAL PURPOSES. WORK-STUDY AND AUDITION ASSISTANCE ARE PAID DIRECTLY TO THE STUDENTS WHEN EARNED OR INCURRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOGLE PAUL | ||||||||||||||
| PRESIDENT/CEO | $515,438 | $0 | $0 | $0 | $0 | $0 | $70,500 | $0 | $25,320 | $0 | $611,258 | $0 | $0 | $0 |
| HARRISON SCOTT | ||||||||||||||
| EXECUTIVE VP & PROVOST | $227,077 | $0 | $0 | $0 | $0 | $0 | $19,392 | $0 | $32,668 | $0 | $279,137 | $0 | $0 | $0 |
| FOSS BRIAN | ||||||||||||||
| CFO | $199,400 | $0 | $0 | $0 | $0 | $0 | $10,667 | $0 | $1,359 | $0 | $211,426 | $0 | $0 | $0 |
| SOUTHERN DEAN | ||||||||||||||
| VP ACADEMIC & STUDENT AFFAIRS, DEAN | $193,727 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,414 | $0 | $206,141 | $0 | $0 | $0 |
| KALER ILYA | ||||||||||||||
| FACULTY | $149,560 | $0 | $0 | $0 | $0 | $0 | $13,465 | $0 | $37,114 | $0 | $200,139 | $0 | $0 | $0 |
| KALMAR CARLOS | ||||||||||||||
| FACULTY | $187,500 | $0 | $0 | $0 | $0 | $0 | $1,250 | $0 | $776 | $0 | $189,526 | $0 | $0 | $0 |
| DROHAN KATHLEEN | ||||||||||||||
| CHIEF MARKETING OFFICER | $161,904 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,553 | $0 | $171,457 | $0 | $0 | $0 |
| IRVINE JEFFREY | ||||||||||||||
| FACULTY | $153,548 | $0 | $0 | $0 | $0 | $0 | $12,052 | $0 | $1,234 | $0 | $166,834 | $0 | $0 | $0 |
| LAREDO JAIME | ||||||||||||||
| FACULTY | $144,701 | $0 | $0 | $0 | $0 | $0 | $11,509 | $0 | $805 | $0 | $157,015 | $0 | $0 | $0 |
| ROBINSON SHARON | ||||||||||||||
| FACULTY | $144,726 | $0 | $0 | $0 | $0 | $0 | $11,029 | $0 | $869 | $0 | $156,624 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | BENEFITS PROVIDED - THE INSTITUTE PAYS DUES FOR A SOCIAL CLUB FOR PRESIDENT HOGLE. HE USES THE CLUB EXCLUSIVELY FOR BUSINESS PURPOSES AND THEREFORE, HE DOES NOT RECOGNIZE TAXABLE INCOME FROM THIS BENEFIT. |
| PART I, LINE 1B | WRITTEN POLICY FOR REIMBURSEMENT - THE INSTITUTE PAYS THE SOCIAL CLUB DIRECTLY FOR MONTHLY DUES IN ACCORDANCE WITH PRESIDENT HOGLE'S EMPLOYMENT CONTRACT. |
| PART I, LINE 7 | NON-FIXED PAYMENTS - THE INSTITUTE PROVIDES CERTAIN EMPLOYEES WITH INCENTIVE COMPENSATION (BONUSES) FOR ATTAINMENT OF GOALS ESTABLISHED DURING THE EMPLOYEE EVALUATION PROCESS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | ||||||||
| A | 340714600 | 67756BPD6 | 2015-11-30 | $15,540,000 | REFINANCE 2010 BONDS | 0 | 0 | 0 |
| OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | ||||||||
| B | 346849674 | 67756DE36 | 2022-06-08 | $35,457,377 | PURCHASE DORM&RENOVATE KULAS HALL | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $8,150,000 | $15,540,000 | $15,540,000 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $35,457,377 | $7,991,259 | 0 | 0 | 0 | Yes (1) | $457,377 | $27,008,741 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00180 | 0.00180 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $479,469 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV-STOCK QUOTE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | CLASSES OF MEMBERS - GOVERNING MEMBERSHIP IS OPEN TO ALL PERSONS OR CORPORATIONS WHO ARE INTERESTED IN THE CLEVELAND INSTITUTE OF MUSIC AND THE FURTHERANCE OF MUSIC AND MUSICAL EDUCATION AND WHO CONTRIBUTE AT LEAST $2,500 ANNUALLY TO THE INSTITUTE'S ANNUAL FUND. |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTION OF MEMBERS AND THEIR RIGHTS - THE MEMBERS ELECT THE TRUSTEES OF THE INSTITUTE AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | ORGANIZATION'S PROCESS TO REVIEW FORM 990 - ONCE FORM 990 IS PREPARED, IT IS PRESENTED TO A SUB-COMMITTEE OF THE BOARD COMPRISED OF INDIVIDUALS FROM THE FINANCE, GOVERNANCE, AND AUDIT COMMITTEES OF THE CLEVELAND INSTITUTE OF MUSIC FOR THEIR REVIEW. ANY QUESTIONS OR COMMENTS RAISED ARE THEN ADDRESSED BY THE CHIEF FINANCIAL OFFICER BEFORE SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICT POLICY - THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH IS REVIEWED BY MANAGEMENT AND THE BOARD OF TRUSTEES' GOVERNANCE COMMITTEE AT LEAST ANNUALLY AND MODIFIED AS REQUIRED. THE BOARD OF TRUSTEES AND OFFICERS OF THE ORGANIZATION ARE REQUIRED TO CERTIFY ANNUALLY THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY AND SUBMIT A WRITTEN QUESTIONNAIRE EACH YEAR DISCLOSING ANY KNOWN CONFLICTS. THE RESPONSES TO THE QUESTIONNAIRES ARE REVIEWED BY MANAGEMENT. MANAGEMENT ALSO MONITORS ALL TRANSACTIONS DURING THE NORMAL COURSE OF BUSINESS TO IDENTIFY OTHER POTENTIAL CONFLICTS. AT LEAST ANNUALLY AND AS CONFLICTS ARISE, THE BOARD OF TRUSTEES' GOVERNANCE COMMITTEE REVIEWS POTENTIAL CONFLICTS TO DETERMINE WHETHER ANY ACTUAL CONFLICTS EXIST. INDIVIDUALS WHO BELIEVE THEY ARE IN A POTENTIAL CONFLICT ARE REQUIRED TO RECUSE THEMSELVES FROM THE DELIBERATION AND DECISION-MAKING PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION REVIEW AND APPROVAL - THE CLEVELAND INSTITUTE OF MUSIC HAS A COMPENSATION COMMITTEE THAT APPROVES AND REVIEWS THE INSTITUTE'S INCENTIVE COMPENSATION PLAN COVERING THE PRESIDENT AND OTHER OFFICERS OF THE INSTITUTE. THE COMMITTEE DISCHARGES THE DUTY OF THE BOARD OF TRUSTEES IN FULFILLING THE BOARD'S OVERSIGHT RESPONSIBILITIES FOR DETERMINING THE REASONABLENESS AND ADEQUACY OF THE COMPENSATION AND BENEFITS PAID TO THE PRESIDENT AND OTHER OFFICERS. THE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF COMPENSATION AND BENEFITS IN RELATION TO THE MARKETPLACE AND RELEVANT INDEPENDENT DATA. THE COMMITTEE DECIDES ON ANY CHANGES TO THE INCENTIVE COMPENSATION PLAN. ONCE APPROVED BY THE COMMITTEE, THE INCENTIVE COMPENSATION PLAN IS SIGNED BY THE CHAIR OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS - GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE INSTITUTE'S WEBSITE AND UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN INTERNAL REVENUE CODE SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | CHANGE IN CHARITABLE PERPETUAL TRUSTS 561,673. |