MINNESOTA ORCHESTRAL ASSOCIATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MINNESOTA ORCHESTRAL ASSOCIATION (EIN 41-0693875)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-07-14
- IRS object ID
- 202211959349302551
- Schema version
- 2020v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-14T16:49:07-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410693875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA ORCHESTRAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINN | BusinessNameControlTxt |
| Phone | 6123715600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 NICOLLET MALL | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IVAN WINSHIP | PersonNm |
| Person Title | VP OF FINANCE AND ADMIN | PersonTitleTxt |
| Phone | 6123715600 | PhoneNum |
| Signature | 2022-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | IVAN | PersonFirstNm |
| Person Last | WINSHIP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REICHLING | PreparerPersonNm |
| PTIN | P01587996 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2022-07-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHELLE MILLER BURNS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 NICOLLET MALL | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,274,971 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MINNESOTAORCHESTRA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1907 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | AN INTERNATIONALLY-RECOGNIZED ORCHESTRA DEDICATED TO ENRICHING AND SERVING MINNESOTA COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 76 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 75 | VotingMembersIndependentCnt |
| Total Employee | 823 | TotalEmployeeCnt |
| Total Volunteers | 677 | TotalVolunteersCnt |
| Total Gross UBI | $61,090 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,467,014 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,627,033 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,430,809 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $640,169 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,469,178 | PYInvestmentIncomeAmt |
| CY Investment Income | $252,131 | CYInvestmentIncomeAmt |
| PY Other Revenue | $221,718 | PYOtherRevenueAmt |
| CY Other Revenue | -$142,209 | CYOtherRevenueAmt |
| PY Total Revenue | $23,588,719 | PYTotalRevenueAmt |
| CY Total Revenue | $20,377,124 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,429,487 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,919,235 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,031,297 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,580,431 | PYOtherExpensesAmt |
| CY Other Expenses | $8,464,051 | CYOtherExpensesAmt |
| PY Total Expenses | $36,009,918 | PYTotalExpensesAmt |
| CY Total Expenses | $27,383,286 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,421,199 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,006,162 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $187,473,763 | TotalAssetsBOYAmt |
| Total Assets EOY | $197,157,638 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,933,260 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,763,873 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $166,540,503 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $180,393,765 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MINNESOTA ORCHESTRA MISSION IS TO ENRICH, INSPIRE AND SERVE OUR COMMUNITY AS AN ENDURING SYMPHONY ORCHESTRA INTERNATIONALLY RECOGNIZED FOR ITS ARTISTIC EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,041,368 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $580,295 | RevenueAmt |
| Desc | THE GRAMMY AWARD-WINNING MINNESOTA ORCHESTRA, LED BY MUSIC DIRECTOR OSMO VANSKA, IS RECOGNIZED FOR OUTSTANDING PERFORMANCES IN MINNESOTA AND AROUND THE WORLD, AS WELL AS FOR CRITICALLY-ACCLAIMED RECORDINGS AND RADIO BROADCASTS, AND A LONGTIME COMMITMENT TO STATE-WIDE MUSIC EDUCATION AND ENGAGEMENT PROGRAMS.MAKING ITS HOME AT ORCHESTRA HALL IN MINNEAPOLIS, IN A TYPICAL SEASON THE ORCHESTRA PRESENTS NEARLY 175 CONCERTS ANNUALLY THAT ARE HEARD LIVE BY SOME 300,000 INDIVIDUALS. DURING THE PANDEMIC, WITH ORCHESTRA HALL INITIALLY CLOSED TO IN-PERSON AUDIENCES, THE ORCHESTRA ENGAGED IN THE MOST AMBITIOUS MULTIMEDIA INITIATIVE IN ITS HISTORY, PARTNERING WITH TWIN CITIES PBS AND YOURCLASSICAL MPR TO CREATE THE BROADCAST AND LIVESTREAM SERIES THIS IS MINNESOTA ORCHESTRA. ACROSS THE SEASON THE ORCHESTRA PRODUCED 19 LIVE CONCERTS FOR AUDIENCES AROUND THE WORLD AND DISTRIBUTED THEM FREE OF CHARGE BY TV, RADIO AND ONLINE STREAMING, WITH EACH EPISODE ATTRACTING APPROXIMATELY 42,000 VIEWS. IN ADDITION TO CONCERTS, THE ORCHESTRA MAINTAINED A ROBUST ONLINE PRESENCE, SHARING MUSICIANS' AT-HOME VIDEOS, COLLABORATIONS WITH OTHER PARTNERS, ALL-AGES EDUCATIONAL ACTIVITIES AND A STEADY STREAM OF BLOG POSTS, AMONG OTHER VIDEOS AND WRITINGS. IN SUMMER 2021, SAFETY PROTOCOLS ALLOWED FOR THE PHASED RETURN OF IN-PERSON AUDIENCES TO ORCHESTRA HALL IN A SERIES OF CONCERTS FEATURING CREATIVE PARTNER FOR SUMMER PROGRAMMING JON KIMURA PARKER.THE MINNESOTA ORCHESTRA ANNUALLY CONNECTS WITH MORE THAN 85,000 MUSIC LOVERS THROUGH FAMILY CONCERTS AND EDUCATIONAL PROGRAMS INCLUDING ITS FLAGSHIP YOUNG PEOPLE'S CONCERTS, WHICH WERE FIRST LAUNCHED IN 1911 AND HAVE HELPED TO LIGHT A SPARK FOR CLASSICAL MUSIC WITH GENERATIONS OF STUDENTS. DURING THE PANDEMIC, THE ORCHESTRA LAUNCHED A SERIES OF DIGITAL EDUCATIONAL CONCERTS AND ACTIVITIES THAT ALLOWED STUDENTS ACROSS THE STATE TO ACCESS QUALITY PROGRAMMING FOR FREE FROM THEIR HOMES. ALTHOUGH TOURING WAS NOT POSSIBLE IN FISCAL 2021 DUE TO THE PANDEMIC, THE ORCHESTRA HAS A LONG HISTORY OF TOURING THROUGHOUT GREATER MINNESOTA AND BEYOND. IN ITS INTERNATIONAL TOURING, THE ORCHESTRA SHARES THE NAME OF ITS STATE WITH BROAD WORLD-WIDE AUDIENCES. WHETHER PERFORMING AT ORCHESTRA HALL, IN GREATER MINNESOTA OR ON AN INTERNATIONAL STAGE, THE MINNESOTA ORCHESTRA REMAINS COMMITTED TO BRINGING PEOPLE TOGETHER THROUGH MUSIC. | Desc |
| Total Program Service Expenses | $21,041,368 | 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 | 0 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 127 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 823 | 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 |
| DAF Excess Business Holdings | Yes (1) | DAFExcessBusinessHoldingsInd |
| 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 | 76 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 75 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IVAN WINSHIP | PersonNm |
| Phone | 6123715600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 NICOLLET MALL | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55403 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (90 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOESPH T GREEN | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEROME D HAMILTON JR | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KITA MCVAY | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NANCY E LINDAHL | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY WELSH | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM P MILLER | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR KAREN HSIAO ASHE | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARGARET A BRACKEN | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARTIN R LUECK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LUELLA G GOLDBERG | ||||||||
| LIFE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MILUSKA NOVOTA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET D ANKENY | ||||||||
| DIRECTOR EMERITI | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL M ROOS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL KIM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK D COPMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL A LINDSAY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MAXINE HOUGHTON WALLIN | ||||||||
| DIRECTOR EMERITI | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MAURICE HOLLOMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIELLEN JACOBSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY SUMNERS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY ELLA PRATTE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARILYN CARLSON NELSON | ||||||||
| LIFE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARI CARLSON | ||||||||
| DIRECTOR EMERITI | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AKS ZAHEER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LLOYD KEPPLE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANITA PAMPUSCH | ||||||||
| DIRECTOR (LEFT 01/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL KLINGENSMITH | ||||||||
| DIRECTOR (LEFT 12/2020) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN HIMLE | ||||||||
| DIRECTOR (LEFT 12/2020) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIK VAN KUIJK MD PHD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA GOLD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WARREN E MACK | ||||||||
| LIFE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY E LINDAHL | ||||||||
| LIFE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM GEOFFRION | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD E LUND | ||||||||
| LIFE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROMA CALATAYUD-STOCKS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROCHELLE F BLEASE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT SPONG | ||||||||
| DIRECTOR (LEFT 10/2020) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP ISAACSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULA DECOSSE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL D GRANGAARD | ||||||||
| LIFE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK G MAHONEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH BREW | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA PARADIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE HODDER GREENO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAYSHA WARD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| E TIM CARL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR YVONNE CHEEK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR Y RALPH CHU | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARY G LAWRENCE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ERIK VAN KUIJK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR BARBARA GOLD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS M BAKER JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DARREN ACHESON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN TILZER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BEVERLY N GROSSMAN | ||||||||
| DIRECTOR EMERITI | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BETTY MYERS | ||||||||
| LIFE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BETSY FROST | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA BURWELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE W MILLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW CZAJKOWSKI | ||||||||
| DIRECTOR EMERITI | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLEN U LENZMEIER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY BACKSTROM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC LEVINSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EVAN CARRUTHERS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GORDON M SPRENGER | ||||||||
| LIFE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIMITRIOS SMYRNIOS | ||||||||
| DIRECTOR (LEFT 12/2020) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY JUNEK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY CUNNINGHAM | ||||||||
| LIFE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATE T KELLY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN H HUBBARD | ||||||||
| DIRECTOR EMERITI | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN BAKER | ||||||||
| DIRECTOR EMERITI | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN EISENBERG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LENI MOORE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN WILGERS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN F FARRELL JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY V IHLENFELD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE P GREGERSON | ||||||||
| DIRECTOR EMERITI | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES WATKINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK W EUGSTER | ||||||||
| DIRECTOR EMERITI | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARVEY B MACKAY | ||||||||
| DIRECTOR EMERITI | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN W DAYTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK WALSH | ||||||||
| DIRECTOR (LEFT 10/2020) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE MILLER BURNS | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $394,690 | $0 | $28,088 | |||
| IVAN WINSHIP | ||||||||
| VP OF FINANCE & ADMINISTRATION | 40.00 | Yes (X) | $220,146 | $0 | $38,358 | |||
| CAROLYN EGEBERG | ||||||||
| VP OF ADVANCEMENT | 40.00 | $217,887 | $0 | $40,269 | Yes (X) | |||
| OSMO VANSKA | ||||||||
| MUSIC DIRECTOR | 40.00 | $749,397 | $0 | $23,785 | Yes (X) | |||
| ERIN KEEFE | ||||||||
| MUSICIAN | 40.00 | $237,028 | $0 | $9,543 | Yes (X) | |||
| ROBERT WRIGHT | ||||||||
| MUSICIAN | 40.00 | $167,854 | $0 | $36,635 | Yes (X) | |||
| FEI XIE | ||||||||
| MUSICIAN | 40.00 | $159,208 | $0 | $38,356 | Yes (X) | |||
| JOHN SNOW | ||||||||
| MUSICIAN | 40.00 | $167,903 | $0 | $20,146 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,314,113 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $235,180 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 73 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| G&I IX OIC LLC | |||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | BUILDING RENTAL | $324,963 |
| RUFFALO NOEL LEVITZ | |||||
| 1025 KIRKWOOD PKWY SW | CEDAR RAPIDS | IA | 52404 | MARKETING | $239,535 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER ST | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT | $200,000 |
| SALO LLC | |||||
| 20 SOUTH 13TH ST | MINNEAPOLIS | MN | 55403 | TEMPORARY STAFFING | $160,250 |
| COLUMBIA ARTISTS MANAGEMENT LLC | |||||
| 5 COLUMBUS CIR | NEW YORK | NY | 10019 | GUEST ARTIST AGENT | $104,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $563,126 | FundraisingAmt |
| Related Organizations | $2,836,882 | RelatedOrganizationsAmt |
| Government Grants | $5,288,265 | GovernmentGrantsAmt |
| All Other Contributions | $10,938,760 | AllOtherContributionsAmt |
| Noncash Contributions | $2,502,198 | NoncashContributionsAmt |
| Total Contributions | $19,627,033 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ORCHESTRA TICKETS | 711130 | $407,187 | $407,187 | |
| ORCHESTRA SERVICE FEES | 532000 | $130,939 | $130,939 | |
| RENTALS | 711130 | $59,874 | $59,874 | |
| CONCESSIONS & FEES | 711130 | $42,169 | $42,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $640,169 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $702,120 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,216 | UnrelatedBusinessRevenueAmt |
| Exclusion | $700,904 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,310 | TotalRevenueColumnAmt |
| Exclusion | $1,310 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,260,318 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,710,307 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$449,989 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$449,989 | TotalRevenueColumnAmt |
| Exclusion | -$449,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $563,126 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $163,775 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$163,775 | TotalRevenueColumnAmt |
| Exclusion | -$163,775 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $44,021 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $23,765 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,256 | TotalRevenueColumnAmt |
| Exclusion | $20,256 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,377,124 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $580,295 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $61,090 | UnrelatedBusinessRevenueAmt |
| Exclusion | $108,706 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919,304 | TotalAmt |
| Management And General | $919,304 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,339,098 | TotalAmt |
| Program Services | $12,361,180 | ProgramServicesAmt |
| Management And General | $894,356 | ManagementAndGeneralAmt |
| Fundraising | $1,083,562 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,259 | TotalAmt |
| Program Services | $122,259 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,534,186 | TotalAmt |
| Program Services | $2,236,244 | ProgramServicesAmt |
| Management And General | $128,462 | ManagementAndGeneralAmt |
| Fundraising | $169,480 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004,388 | TotalAmt |
| Program Services | $849,544 | ProgramServicesAmt |
| Management And General | $93,948 | ManagementAndGeneralAmt |
| Fundraising | $60,896 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,339 | TotalAmt |
| Program Services | $5,832 | ProgramServicesAmt |
| Management And General | $1,507 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,702 | TotalAmt |
| Management And General | $73,702 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,952 | TotalAmt |
| Management And General | $56,952 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,369 | TotalAmt |
| Management And General | $645,369 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,460,873 | TotalAmt |
| Program Services | $454,772 | ProgramServicesAmt |
| Management And General | $596,843 | ManagementAndGeneralAmt |
| Fundraising | $409,258 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $827,929 | TotalAmt |
| Program Services | $579,222 | ProgramServicesAmt |
| Management And General | $14,195 | ManagementAndGeneralAmt |
| Fundraising | $234,512 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,097 | TotalAmt |
| Program Services | $134,526 | ProgramServicesAmt |
| Management And General | $114,250 | ManagementAndGeneralAmt |
| Fundraising | $13,321 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,441 | TotalAmt |
| Program Services | $22,674 | ProgramServicesAmt |
| Management And General | $31,329 | ManagementAndGeneralAmt |
| Fundraising | $5,438 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,661 | TotalAmt |
| Program Services | $485,198 | ProgramServicesAmt |
| Management And General | $83,463 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,464 | TotalAmt |
| Program Services | $63,010 | ProgramServicesAmt |
| Management And General | $655 | ManagementAndGeneralAmt |
| Fundraising | $11,799 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,322 | TotalAmt |
| Program Services | $6,236 | ProgramServicesAmt |
| Management And General | $1,550 | ManagementAndGeneralAmt |
| Fundraising | $5,536 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,875,446 | TotalAmt |
| Program Services | $1,856,635 | ProgramServicesAmt |
| Management And General | $18,811 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,692 | TotalAmt |
| Program Services | $59,680 | ProgramServicesAmt |
| Management And General | $365,012 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT CONCERT EXPENSES | $1,367,200 | $1,357,532 | $9,668 | |
| EQUIPMENT | $446,674 | $431,196 | $15,478 | |
| FINANCING COSTS | $151,299 | $151,299 | ||
| MEMBERSHIPS & SUBSCRIPT | $111,731 | $13,766 | $93,840 | $4,125 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,860 | TotalAmt |
| Program Services | $1,862 | ProgramServicesAmt |
| Management And General | $628 | ManagementAndGeneralAmt |
| Fundraising | $33,370 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,383,286 | TotalAmt |
| Program Services | $21,041,368 | ProgramServicesAmt |
| Management And General | $4,310,621 | ManagementAndGeneralAmt |
| Fundraising | $2,031,297 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,912,770 | BOYAmt |
| EOY | $4,316,960 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,552,413 | BOYAmt |
| EOY | $4,289,883 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,000 | BOYAmt |
| EOY | $308,078 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,672 | BOYAmt |
| EOY | $156,323 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $874,094 | BOYAmt |
| EOY | $1,048,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $78,496,320 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,579,568 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,546,041 | BOYAmt |
| EOY | $47,916,752 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,950,802 | BOYAmt |
| EOY | $37,600,353 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,698,370 | BOYAmt |
| EOY | $100,990,621 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,601 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $530,601 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,473,763 | BOYAmt |
| EOY | $197,157,638 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,155,784 | BOYAmt |
| EOY | $1,969,161 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,207,847 | BOYAmt |
| EOY | $5,631,596 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,503,852 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,979,644 | BOYAmt |
| EOY | $2,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,589,985 | BOYAmt |
| EOY | $2,159,264 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,933,260 | BOYAmt |
| EOY | $16,763,873 | 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 | -$14,464,349 | BOYAmt |
| EOY | -$18,062,454 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,004,852 | BOYAmt |
| EOY | $198,456,219 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,540,503 | BOYAmt |
| EOY | $180,393,765 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,473,763 | BOYAmt |
| EOY | $197,157,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,006,162 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,271,740 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $17,587,684 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,286,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,956,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,396,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,467,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,627,033 | CurrentTaxYearAmt |
| Total | $113,732,367 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,286,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,956,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,396,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,467,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,627,033 | CurrentTaxYearAmt |
| Total | $113,732,367 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,957,600 | SubstantialContributorsTotAmt |
| Public Support Total170 | $105,774,767 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $625,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $698,273 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $790,856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,618,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $702,214 | CurrentTaxYearAmt |
| Total | $4,435,409 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $9,568 | CurrentTaxYearAmt |
| Total | $9,568 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $118,177,344 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $36,755,107 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $56,952 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $56,952 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,326,335 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,383,287 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $55,056 | CurrentYearMinus3Amt |
| Current Year Minus2 | $56,078 | CurrentYearMinus2Amt |
| Current Year Minus1 | $57,596 | CurrentYearMinus1Amt |
| Current Year | $56,952 | CurrentYearAmt |
| Total | $225,682 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | TOTAL LOBBYING EXPENSES ARE RELATED TO DUES TO MINNESOTA CITIZENS FOR THE ARTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,256,488 | BeginningYearBalanceAmt |
| Contributions | $21,284,654 | ContributionsAmt |
| Investment Earnings Or Losses | $2,422,833 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,079,570 | OtherExpendituresAmt |
| End Year Balance | $55,884,405 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,557,984 | BeginningYearBalanceAmt |
| Contributions | $10,945,045 | ContributionsAmt |
| Investment Earnings Or Losses | $1,973,459 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,220,000 | OtherExpendituresAmt |
| End Year Balance | $41,256,488 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,625,255 | BeginningYearBalanceAmt |
| Contributions | $10,025,300 | ContributionsAmt |
| Investment Earnings Or Losses | $434,060 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,526,631 | OtherExpendituresAmt |
| End Year Balance | $37,557,984 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,316,627 | BeginningYearBalanceAmt |
| Contributions | $5,500,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,777,436 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,968,808 | OtherExpendituresAmt |
| End Year Balance | $37,625,255 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,868,311 | BeginningYearBalanceAmt |
| Contributions | $400,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,563,483 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,515,167 | OtherExpendituresAmt |
| End Year Balance | $34,316,627 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,006,334 | OtherCostOrOtherBasisAmt |
| Book Value | $3,006,334 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,824,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,125,819 | DepreciationAmt |
| Book Value | $41,698,937 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $546,791 | OtherCostOrOtherBasisAmt |
| Depreciation | $508,055 | DepreciationAmt |
| Book Value | $38,736 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,190,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,945,694 | DepreciationAmt |
| Book Value | $1,245,194 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,927,551 | OtherCostOrOtherBasisAmt |
| Book Value | $1,927,551 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,916,752 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $100,990,621 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $100,990,621 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNFUNDED PENSION LIABILITY | $2,050,770 |
| LEASEHOLD INCENTIVE LIABILITY | $41,525 |
| CAPITAL LEASE | $66,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,159,264 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,459,521 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,271,740 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $15,292,251 | OtherRevenueAmt |
| Revenue Not Reported | $18,563,991 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,895,530 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $645,369 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$163,775 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $481,594 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,377,124 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,606,259 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$2,131,658 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$2,131,658 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,737,917 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $645,369 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $645,369 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,383,286 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND WAS CREATED BY DONORS WHO WANTED TO FUND ANNUAL ORCHESTRA ACTIVITIES INTO PERPETUITY. IF SO DESIGNATED BY THE DONOR, THESE GIFTS ARE CONSIDERED PERMANENT ENDOWMENTS, BUT INVESTMENT EARNINGS AND GROWTH ARE AVAILABLE TO SUPPORT ANNUAL ACTIVITIES. THE BOARD OF DIRECTORS HAS ADOPTED THE STANDARDS OF UPMIFA IN DETERMINING THE AMOUNT TAKEN FROM ENDOWMENTS EACH YEAR FOR ACTIVITIES. THE FINANCE COMMITTEE OF THE BOARD REVIEWS THE ANNUAL DRAW AMOUNT AS A PART OF THE BUDGET AND PLANNING PROCESS, AND THEN PRESENTS ITS FINDINGS TO THE BOARD OF DIRECTORS FOR APPROVAL. |
| PART X, LINE 2: | THE ASSOCIATION IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED, (CODE) AND SIMILAR STATUTES OF MINNESOTA LAW AND, ACCORDINGLY, IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE ASSOCIATION HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE AND QUALIFIES FOR THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION FOR DONORS. THE ASSOCIATION HAS ADOPTED GUIDANCE IN THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD. NO ADJUSTMENTS TO THE FINANCIAL STATEMENTS WERE REQUIRED AS A RESULT OF THE IMPLEMENTATION THIS STANDARD. THE ASSOCIATION HAS NO CURRENT OBLIGATION FOR UNRELATED BUSINESS INCOME TAX. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION & TRUST 15,292,251. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISER EXPENSE -163,775. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN ACTUARIAL VALUATION OF PENSION PLANS -2,295,433. FUNDRAISER EXPENSE 163,775. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT DIRECT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0015 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEPHONE CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $388,366 | GrossReceiptsAmt |
| Retained By Contractor | $75,112 | RetainedByContractorAmt |
| Net To Organization | $258,982 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $388,366 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $75,112 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $258,982 | TotalNetToOrganizationAmt |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SYMPHONY BALL | Event1Nm |
| Gross Receipts Event1 | $563,126 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $563,126 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $93,641 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $47,488 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $22,646 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $563,126 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $563,126 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $93,641 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $47,488 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,646 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $163,775 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$163,775 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OSMO VANSKA | ||||||||||||||
| MUSIC DIRECTOR | $709,389 | $0 | $0 | $0 | $40,008 | $0 | $0 | $0 | $23,785 | $0 | $773,182 | $0 | $0 | $0 |
| MICHELLE MILLER BURNS | ||||||||||||||
| PRESIDENT & CEO | $360,381 | $0 | $34,147 | $0 | $162 | $0 | $7,125 | $0 | $20,963 | $0 | $422,778 | $0 | $0 | $0 |
| IVAN WINSHIP | ||||||||||||||
| VP OF FINANCE & ADMINISTRATION | $219,984 | $0 | $0 | $0 | $162 | $0 | $6,166 | $0 | $32,192 | $0 | $258,504 | $0 | $0 | $0 |
| CAROLYN EGEBERG | ||||||||||||||
| VP OF ADVANCEMENT | $217,725 | $0 | $0 | $0 | $162 | $0 | $7,863 | $0 | $32,406 | $0 | $258,156 | $0 | $0 | $0 |
| ERIN KEEFE | ||||||||||||||
| MUSICIAN | $236,472 | $0 | $200 | $0 | $356 | $0 | $7,491 | $0 | $2,052 | $0 | $246,571 | $0 | $0 | $0 |
| ROBERT WRIGHT | ||||||||||||||
| MUSICIAN | $166,995 | $0 | $503 | $0 | $356 | $0 | $7,491 | $0 | $29,144 | $0 | $204,489 | $0 | $0 | $0 |
| FEI XIE | ||||||||||||||
| MUSICIAN | $158,061 | $0 | $791 | $0 | $356 | $0 | $7,491 | $0 | $30,865 | $0 | $197,564 | $0 | $0 | $0 |
| JOHN SNOW | ||||||||||||||
| MUSICIAN | $166,874 | $0 | $673 | $0 | $356 | $0 | $7,491 | $0 | $12,655 | $0 | $188,049 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HEALTH CLUB MEMBERSHIP - MINNEAPOLIS CLUB - MICHELLE MILLER BURNS - $6,768 - NOT INCLUDED IN TAXABLE COMPENSATION AND UTILIZED FOR BUSINESS PURPOSES AND MEETINGS. MOVING EXPENSE - MICHELLE MILLER BURNS - $34,147 - INCLUDED IN TAXABLE COMPENSATION. HOUSING ALLOWANCE - OSMO VANSKA - $35,000 - INCLUDED IN TAXABLE COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 84 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,502,123 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FOOD | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $75 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE CHAIR-ELECT, THE IMMEDIATE PAST CHAIR, THE PRESIDENT, THE SECRETARY, THE TREASURER, ANY SUCH OTHER OFFICERS AS THE BOARD MAY DESIGNATE, BOARD MEMBER COMMITTEE CHAIRS, AND, IN ADDITION TO SUCH PERSONS, UP TO THREE (3) AT LARGE MEMBERS SELECTED FROM THE REGULAR AND LIFE DIRECTORS. THE EXECUTIVE COMMITTEE, SUBJECT AT ALL TIMES TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS, SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD. ONE-THIRD OF THE MEMBERS OF THIS COMMITTEE SHALL CONSTITUTE A QUORUM, AND THEY SHALL MEET AT SUCH TIMES AS THE CHAIR MAY APPOINT. |
| FORM 990, PART VI, SECTION A, LINE 2 | OSMO VANSKA AND ERIN KEEFE, FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. MANAGEMENT AND THE AUDIT COMMITTEE REVIEWED IT IN DETAIL PRIOR TO FILING WITH THE IRS. THE AUDIT COMMITTEE CONSISTS ENTIRELY OF BOARD MEMBERS AND APPROVED THE FORM 990 ON BEHALF OF THE ENTIRE BOARD. THE FORM 990 IS PROVIDED ELECTRONICALLY TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS ASKS EACH BOARD MEMBER TO REVIEW THE ASSOCIATION'S CONFLICT OF INTEREST POLICY AND SIGN A DISCLOSURE FORM LISTING ANY POSSIBLE CONFLICTS OF INTEREST. THE SIGNED FORMS ARE REVIEWED AND DISCUSSED BY THE GOVERNANCE COMMITTEE, WHICH DECIDES WHETHER A CONFLICT OF INTEREST EXISTS. IN THE EVENT OF A CONFLICT, THE DIRECTOR NOTIFIES THE BOARD CHAIR OF THE CONFLICT AND DISCLOSES ALL RELATED MATERIAL INFORMATION. THAT DIRECTOR MAY NOT PARTICIPATE IN THE BOARD'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL INFORMATION AND RESPOND TO QUESTIONS. THAT DIRECTOR MAY NOT PARTICIPATE IN THE VOTE CONCERNING WHETHER TO ACCEPT THE CONTRACT OR TRANSACTION RELATING TO THE CONFLICT. ALL BOARD MEETING PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | ON AN ANNUAL BASIS, THE COMPENSATION OF THE CEO AND MUSIC DIRECTOR IS REVIEWED AND DETERMINED BY THE COMPENSATION/HUMAN RESOURCES COMMITTEE. IN RELATION TO COMPENSATION, THE COMMITTEE KEEPS A PERMANENT RECORD OF PROCEEDINGS, INCLUDING A REPORT AND RECOMMENDATIONS, AS WELL AS ANY MAJOR DECISIONS. WHEN THERE IS A NEW CONTRACT, THE COMPENSATION/HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION, THEN RECOMMENDS IT FOR APPROVAL TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD OF DIRECTORS. THE REVIEW PROCESS WAS LAST UNDERTAKEN IN 2020. ON AN ANNUAL BASIS, THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES, OTHER THAN THE CEO AND MUSIC DIRECTOR, IS REVIEWED AND DETERMINED BY THE CEO AND DIRECTOR OF HUMAN RESOURCES. LOCAL MARKET DATA AND INDUSTRY DATA ARE UTILIZED IN THE DETERMINATION. COMPENSATION IS DOCUMENTED IN PERSONNEL FILES. ANNUALLY, THE BOARD OF DIRECTORS APPROVES THE ANNUAL BUDGET WHICH INCLUDES ANY COMPENSATION CHANGES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE SHARED UPON REQUEST WITH ANY ENTITY, INCLUDING INDIVIDUALS, FOUNDATIONS AND CORPORATIONS. THE FINANCIAL STATEMENTS ARE ALSO RELEASED TO THE PUBLIC IN A SUMMARIZED VERSION THROUGH AN ANNUAL REPORT AND THROUGH THE FORM 990, WHICH IS AVAILABLE ON THE INTERNET. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION & TRUST 15,292,251. CHANGE IN ACTUARIAL VALUATION OF PENSION PLANS 2,295,433. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 SOUTH EIGHTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416429379 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA ORCHESTRAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $2,836,882 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |