2022-11-08T20:04:26-06:00 2021-12-31 390859910 BAKER TILLY US LLP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990 2021-01-01 320005884 GRANT PARK ORCHESTRAL ASSOCIATION GRAN 3127427637 205 E RANDOLPH STREET CHICAGO IL 60601 PAUL WINBERG PRESIDENT AND CEO 3127424763 2022-11-04 1 PAUL WINBERG 320005884 MARK HEROUX P00959793 3127298000 2022-11-02 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PAUL WINBERG 205 E RANDOLPH STREET CHICAGO IL 60601 7697964 0 X WWW.GPMF.ORG X 2002 IL (SEE SCH O) 40 40 271 75 0 0 4709607 7376042 0 90828 96848 167669 3068 -86774 4809523 7547765 0 0 0 0 1851914 3235720 15662 14871 767936 676525 1882893 2544101 5133484 2265422 2414281 10350569 15259948 983213 2282648 9367356 12977300 X (SEE SCHEDULE O) 0 0 3550706 90828 (SEE SCHEDULE O) 120995 (SEE SCHEDULE O) 3671701 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 271 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 IL X X HANNAH LEHMAN 3127427637 205 E RANDOLPH STREET CHICAGO IL 60601 ADAM GRAIS CHAIR 5.00 X X 0 0 0 KATE DONALDSON VICE CHAIR 4.00 X X 0 0 0 JERRY GOLDSTONE TREASURER 4.00 X X 0 0 0 LARUE ROBINSON SECRETARY 4.00 X X 0 0 0 STEPHEN SMITH IMMEDIATE PAST CHAIR 1.00 X 0 0 0 PETER ASCOLI DIRECTOR 1.00 X 0 0 0 AMY BOONSTRA DIRECTOR 1.00 X 0 0 0 VERN BRODERS DIRECTOR 1.00 X 0 0 0 PENNY BROWN DIRECTOR 1.00 X 0 0 0 CARI BUCCI-HULINGS DIRECTOR 1.00 X 0 0 0 BOB BUFORD DIRECTOR 1.00 X 0 0 0 MICHAELLE BURSTIN DIRECTOR 1.00 X 0 0 0 MARGARET CAMERON DIRECTOR (RESIGNED 12/31/21) 1.00 X 0 0 0 KRISTI KATZ CERCONE EX-OFFICIO DIRECTOR 1.00 X 0 0 0 MICHAEL CUSICK DIRECTOR 1.00 X 0 0 0 NANCY DEHMLOW DIRECTOR 1.00 X 0 0 0 RHODA SWEENEY DRUCKER DIRECTOR 1.00 X 0 0 0 JAMEY FADIM DIRECTOR 1.00 X 0 0 0 MICHAEL FERRELL DIRECTOR 1.00 X 0 0 0 RENEE FERGUSON DIRECTOR 1.00 X 0 0 0 CHANTAL FORSTER DIRECTOR 1.00 X 0 0 0 PAUL FREEHLING DIRECTOR 1.00 X 0 0 0 EILEEN FRIESTAD DIRECTOR 1.00 X 0 0 0 FREDDI GREENBERG DIRECTOR 1.00 X 0 0 0 TOM HANSON DIRECTOR 1.00 X 0 0 0 ANN HICKEY EX-OFFICIO DIRECTOR 1.00 X 0 0 0 SANDRA KAMIN DIRECTOR 1.00 X 0 0 0 TIM KING EX-OFFICIO RESIGNED 123121 DIRECTOR 1.00 X 0 0 0 ANGELA LEE DIRECTOR 1.00 X 0 0 0 ANDRIA VAN DER MERWE DIRECTOR 1.00 X 0 0 0 JILL MUELLER DIRECTOR 1.00 X 0 0 0 JULIAN OETTINGER DIRECTOR 1.00 X 0 0 0 TOM ORLANDO DIRECTOR 1.00 X 0 0 0 SHELI ROSENBERG DIRECTOR 1.00 X 0 0 0 BRIAN SEDLAK DIRECTOR 1.00 X 0 0 0 JASON SPIGNER DIRECTOR 1.00 X 0 0 0 CURTIS TARVER DIRECTOR 1.00 X 0 0 0 MAUREEN SULLIVAN TAYLOR DIRECTOR 1.00 X 0 0 0 BEATRICE TAYUI DIRECTOR 1.00 X 0 0 0 LISA TESARIK DIRECTOR 1.00 X 0 0 0 DAVID WHITNEY DIRECTOR 1.00 X 0 0 0 JENNY WILLCOX DIRECTOR 1.00 X 0 0 0 KAREN ZUPKO DIRECTOR 1.00 X 0 0 0 PAUL WINBERG PRESIDENT & CEO 40.00 X 225290 0 29035 JILL HURWITZ CHIEF MARKETING OFFICER 40.00 X 109699 0 27751 HANNAH LEHMAN CHIEF FINANCIAL OFFICER 40.00 X 111183 0 19536 EMILY CANHAM CHIEF DEVELOPMENT OFFICER 40.00 X 109626 0 15114 CHRIS COLLINS GENERAL MANAGER 40.00 X 115709 0 8447 671507 0 99883 5 0 1 0 KOBOTECH INC 8 S MICHIGAN AVE810 CHICAGO IL 60603 CONCERT PRODUCTION SERVICES 397404 SELDY CRAMER ARTISTS INC 601 VAN NESS AVE NO 15 SAN FRANCISCO CA 94102 ARTIST PERFORMANCE FEES 142500 CAMPBELL & COMPANY 1 E WACKER DR STE 2100 CHICAGO IL 60601 ENDOWMENT CAMPAIGN FEASIBILITY STUDY 112975 3 910348 899943 3498726 2067025 7376042 PROGRAM REIMBURSEMENTS 711300 90828 90828 90828 167669 167669 57839 899943 150199 -92360 -92360 MISCELLANEOUS INCOME 900099 5586 5586 5586 7547765 96414 0 75309 X 254386 254386 2476098 1999737 124999 351362 203124 185706 4773 12645 76254 28967 16770 30517 225858 176683 21526 27649 18961 18961 14871 14871 1217588 905369 74898 237321 123116 104207 2709 16200 139057 65567 50632 22858 21161 3777 5671 11713 77860 74939 2858 63 14361 798 13148 415 39712 39712 67074 36379 24304 6391 EQUIPMENT/MUSIC RENTAL 93450 73002 6581 13867 MISCELLANEOUS 43918 13282 29860 776 CATERING & HOSPITALITY 26635 3288 2059 21288 5133484 3671701 693847 767936 2594212 4472058 205508 388135 86677 166178 149880 94375 346080 245144 99507 100936 7214785 10038266 10350569 15259948 83585 254824 205090 27834 694538 1999990 983213 2282648 X 6751730 9608462 2615626 3368838 9367356 12977300 10350569 15259948 2414281 1195663 0 X X 0 1 X 1 0 X 5702608 7337786 6593216 4709607 7376042 31719259 315281 574275 593446 145000 474553 2102555 6017889 7912061 7186662 4854607 7850595 33821814 1413047 32408767 41856 70930 100074 96848 167669 477377 10716 8239 20827 3068 5586 48436 34347627 329797 0.94360 0.94200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7214785 1477000 1346481 10038266 4682600 1501000 1031185 7214785 3237402 620000 825198 4682600 3459187 -221785 3237402 0.74000 0.26000 0 0 346080 245144 100936 100936 INVESTMENTS 10038266 F 10038266 REFUNDABLE ADVANCE 1999990 1999990 X 9277212 1195663 533784 1729447 7547765 0 7547765 5667268 533784 533784 5133484 0 5133484 PART X, LINE 2: THE ASSOCIATION HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE ASSOCIATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ASSOCIATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2021 AND 2020. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X X X X X X 1 STRATEGIC MARKETING FOR THE ARTS LLC 445 W ERIE ST SUITE 1-B CHICAGO IL 60654 ANNUAL FUND CAMPAIGN 0 30286 14871 15415 30286 14871 15415 IL ADVOCATE FOR THE ARTS AWARDS BENEFI 957782 899943 57839 18720 43732 4288 83459 957782 899943 57839 18720 43732 4288 83459 150199 -92360 1 X X X X 0 0 0 0 0 0 0 0 0 PAUL WINBERG PRESIDENT & CEO 225290 0 0 0 0 0 9076 0 19959 0 254325 0 0 0 FORM 990, PART I, LINE 1: THE GRANT PARK ORCHESTRAL ASSOCIATION (THE "ASSOCIATION") PRODUCES THE GRANT PARK MUSIC FESTIVAL (THE "FESTIVAL"), ONE OF THE NATION'S FINEST, LONG-RUNNING FREE, SUMMER OUTDOOR CLASSICAL MUSIC SERIES, BRINGING DIVERSE AUDIENCES TOGETHER TO EXPERIENCE SYMPHONIC MUSIC IN ONE OF THE WORLD'S MOST MAGNIFICENT URBAN SETTINGS, THE JAY PRITZKER PAVILLION IN MILLENIUM PARK. AFTER THE ALL-VIRTUAL SEASON IN 2020, NECESSITATED BY THE COVID-19 PANDEMIC, THE FESTIVAL LAUNCHED A TRIUMPHANT RETURN TO MILLENNIUM PARK WITH AN EIGHT-WEEK SEASON OF FREE PERFORMANCES, JULY 2 TO AUGUST 21, 2021. WORKING WITHIN EVOLVING PUBLIC HEALTH GUIDELINES AND BEST PRACTICES, THE FESTIVAL ADJUSTED ITS SEASON REPERTOIRE TO REDUCE SYMPHONIC AND CHORAL FORCES; ACCOMMODATE SHORTER PROGRAM TIMES, AND RESCHEDULE GUEST ARTISTS, WORLD PREMIERES AND OTHER SPECIAL ACTIVITIES FOR FUTURE SEASONS. IN MANY INSTANCES, THESE ADJUSTMENTS MADE FOR SPECIAL OPPORTUNITIES TO EXPLORE MORE INTIMATE REPERTOIRE AND SHOWCASE THE EXTRAORDINARY TALENT OF LOCAL ARTISTS. THE FESTIVAL DEMONSTRATES THAT CLASSICAL MUSIC, PERFORMED BY A WORLD-CLASS ORCHESTRA AND CHORUS, CAN HAVE A TRANSFORMATIVE IMPACT ON THE CITY. THE FESTIVAL CONTINUES TO BE THE SUMMER GATHERING PLACE FOR ALL OF CHICAGO, WHERE PEOPLE FROM EVERY NEIGHBORHOOD, FROM ALL WALKS OF LIFE AND AROUND THE WORLD ARE CONNECTED THROUGH THE POWER OF MUSIC. FORM 990, PART III, LINE 1: THE GRANT PARK ORCHESTRAL ASSOCIATION (THE ASSOCIATION) PRODUCES THE GRANT PARK MUSIC FESTIVAL (THE FESTIVAL). THE FESTIVAL DEMONSTRATES THAT CLASSICAL MUSIC, PERFORMED BY A WORLD-CLASS ORCHESTRA AND CHORUS, CAN HAVE A TRANSFORMATIVE IMPACT ON THE CITY. SHOWCASED IN ONE OF THE CITY'S MOST SPECTACULAR SETTINGS, THE FESTIVAL CONTINUES TO BE A SUMMER GATHERING PLACE FOR ALL OF CHICAGO, WHERE PEOPLE FROM EVERY NEIGHBORHOOD, FROM ALL WALKS OF LIFE, AND FROM AROUND THE WORLD, ARE CONNECTED THROUGH THE POWER OF MUSIC. FORM 990, PART III, LINE 4A: IN 2021, THE GRANT PARK MUSIC FESTIVAL MARKED ITS 87TH SEASON OF BRINGING CHICAGOANS TOGETHER THROUGH THE SHARED EXPERIENCE OF LIVE SYMPHONIC MUSIC. GIVEN THE PIVOT TO A VIRTUAL SEASON OF PROGRAMMING IN 2020, THE RETURN TO LIVE PERFORMANCES IN MILLENNIUM PARK IN 2021 WAS ABSOLUTELY TRIUMPHANT. PUBLIC HEALTH GUIDELINES AND THE CRITICAL CONSIDERATION OF ARTIST, EMPLOYEE AND PATRON SAFETY DEMANDED THAT THE FESTIVAL ADJUST ITS PROGRAMMING TO REDUCE SYMPHONIC AND CHORAL FORCES ON STAGE AND ACCOMMODATE SHORTER PROGRAM TIMES. GIVEN COVID-19 RELATED TRAVEL RESTRICTIONS, GUEST ARTISTS, WORLD PREMIERES AND OTHER SPECIAL ACTIVITIES WERE POSTPONED TO FUTURE SEASONS. IN MANY INSTANCES, THESE ADJUSTMENTS MADE FOR SPECIAL OPPORTUNITIES TO EXPLORE MORE INTIMATE REPERTOIRE AND SHOWCASE THE EXTRAORDINARY TALENT OF LOCAL ARTISTS, INCLUDING MANY MEMBERS OF THE GRANT PARK CHORUS. NEARLY 140,000 CHICAGO RESIDENTS AND VISITORS ATTENDED THE FESTIVAL OVER THE EIGHT WEEK SEASON; CAPACITY CROWDS DEMONSTRATED HOW MUCH AUDIENCES HAD MISSED THE FESTIVAL AND LIVE MUSIC DURING THE WORST DAYS OF THE PANDEMIC. HIGHLIGHTS OF THE FESTIVAL'S 2021 SEASON INCLUDED RARELY HEARD CHORAL MASTERPIECES INCLUDING VIVALDI'S GLORIA, BRUCKNER'S E MINOR MASS AND HANDEL'S DETTINGEN TE DEUM. ORCHESTRAL PROGRAM HIGHLIGHTS INCLUDED THE GRIEG PIANO CONCERTO (SOLOIST JOYCE YANG), MARGARET BROUWER'S CONCERTO FOR VIOLA (SOLOIST MASUMI PER ROSTAD), SHOSTAKOVICH PIANO CONCERTO NO. 1 (SOLOIST NATASHA PAREMSKI WITH CONDUCTOR EUN SUN KIM), SAVERIO MERCADANTE'S FLUE CONCERTO IN E MINOR (SOLOIST ANTHONY TRIONFO) AND SIBELIUS' VIOLIN CONCERTO (SOLOIST AUGUSTIN HADELICH). FORM 990, PART III, LINE 4B: IN 2021, THE FESTIVAL WAS ABLE TO RELAUNCH SEVERAL OF ITS MOST BELOVED EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS THAT WERE ON FORCED HIATUS IN 2020. WHILE SOME PROGRAMS WERE MODIFIED DUE TO PUBLIC HEALTH GUIDANCE, THE FESTIVAL WAS THRILLED TO AGAIN REACH AUDIENCES ACROSS CHICAGO WITH LIFELONG LEARNING AND ARTIST DEVELOPMENT PROGRAMS. IN 2021, THE PROJECT INCLUSION STRING FELLOWSHIP RETURNED. FOUR BIPOC ARTISTS PARTICIPATED IN THE FELLOWSHIP, TAKING PART IN 40 REHEARSALS, TWENTY SIX PERFORMANCES, TWO HIGH PROFILE RECITALS, AND MANY CAREER DEVELOPMENT WORKSHOPS, MOCK AUDITIONS, PRIVATE LESSONS AND COACHING SESSIONS. AS PART OF THEIR FELLOWSHIP, THE PROJECT INCLUSION STRING QUARTET GAVE CONCERTS AT SIX CHICAGO PARKS, PRIMARILY LOCATED ON THE SOUTH AND WEST SIDES. INCREASED PROMOTION VIA SOCIAL MEDIA ADS, POSTERS, FLYERS AND TARGETED MAILINGS RESULTED IN ATTENDANCE THAT WAS NEARLY TRIPLE PRE-PANDEMIC TOTALS. IN 2021, THE FESTIVAL TOOK ITS POPULAR CLASSICAL CAMPERS PROGRAM ON THE ROAD TO EIGHT NEIGHBORHOOD PARKS ON THE SOUTH AND WEST SIDES OF CHICAGO, DELIVERING A FUN AND INTERACTIVE KIDS CONCERT FEATURING THE PROJECT INCLUSION STRING QUARTET AND THE FESTIVAL'S EDUCATION STAFF. PRE-CONCERT LECTURES WERE OFFERED VIRTUALLY AGAIN IN 2021, PROVIDING "BEHIND-THE-MUSIC" INTERVIEWS WITH GUEST ARTISTS AND COMPOSERS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE-CHAIR, SECRETARY, AND TREASURER OF THE BOARD AND ONE CHAIR FROM EACH OF THE STANDING COMMITTEES (DEVELOPMENT/MEMBERSHIP, FINANCE, NOMINATING/GOVERNANCE, GOVERNMENT AFFAIRS, AND EDUCATION/COMMUNITY ENGAGEMENT) AND TWO AT-LARGE MEMBERS. THE CHAIR OF THE BOARD SERVES AS THE CHAIR OF THE EXECUTIVE COMMITTEE. WITH THE EXCEPTION OF CHANGES TO THE BYLAWS, THE EXECUTIVE COMMITTEE IS SPECIFICALLY DELEGATED THE AUTHORITY OF THE BOARD TO ACT ON BEHALF OF THE BOARD ON MATTERS REQUIRING BOARD ACTION BETWEEN REGULARLY SCHEDULED BOARD MEETINGS. THE EXECUTIVE COMMITTEE MAINTAINS REGULAR MINUTES OF ALL SUCH ACTIONS AND ON OTHER PROCEEDINGS AND REPORTS THE SAME TO THE BOARD OF DIRECTORS AT EACH REGULAR MEETING OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DELEGATED THE AUTHORITY TO REVIEW AND APPROVE THE FORM 990 TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECEIVES THE FINAL DRAFT FORM 990 PACKAGE VIA EMAIL; MEMBERS CONDUCT THEIR REVIEWS OF THE MATERIAL INDEPENDENTLY AND ASK QUESTIONS OF MANAGEMENT AS NEEDED. ONCE ALL NECESSARY FEEDBACK IS RECEIVED AND COMMITTEE MEMBER QUESTIONS HAVE BEEN ANSWERED, MANAGEMENT SEEKS AN APPROVAL VOTE VIA EMAIL. ONCE AT LEAST A SUPER MAJORITY OF MEMBERS HAVE REGISTERED THEIR APPROVAL VOTE, THE FORM 990 IS FILED. THIS PROCESS IS BEGUN IN ADVANCE OF THE RETURN DEADLINES TO ENSURE AMPLE TIME IS PROVIDED. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST AND RELATIONSHIP DISCLOSURE STATEMENT ANNUALLY. DURING THE COURSE OF THE YEAR, IN THE EVENT THAT AN OFFICER OR DIRECTOR DETERMINES THAT HE OR SHE HAS A CONFLICT OF INTEREST ON A PARTICULAR MATTER BEFORE THE BOARD, HE OR SHE SHALL DISCLOSE THE CONFLICT TO THE BOARD OF DIRECTORS. THE OFFICER OR DIRECTOR WOULD THEN BE PROHIBITED FROM PARTICIPATING IN DISCUSSION AND VOTING ON THE MATTER AT HAND, UNLESS A MAJORITY OF THE DISINTERESTED DIRECTORS PRESENT DETERMINES OTHERWISE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS HAS REMANDED THE CEO'S ANNUAL REVIEW PROCESS TO THE EXECUTIVE COMMITTEE. IN ADDITION TO REVIEWING THE CEO'S PERFORMANCE, THE EXECUTIVE COMMITTEE ALSO REVIEWED THE COMPENSATION OF THE CEO. THE COMMITTEE USED EXECUTIVE COMPENSATION DATA GATHERED BY THE LEAGUE OF AMERICAN ORCHESTRAS, A NATIONAL ASSOCIATION SERVING THE ORCHESTRAL MUSIC INDUSTRY, TO RESEARCH COMPARABLE COMPENSATION RATES AT SIMILARLY SIZED AND ORGANIZED INSTITUTIONS. CONTEMPORANEOUS RECORDS OF THE DELIBERATION AND REVIEW PROCESS WERE KEPT AND HAVE BEEN RETAINED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. INDIVIDUALS MAY REQUEST COPIES OF THE DOCUMENTS BY CONTACTING THE ASSOCIATION'S OFFICE BY PHONE, MAIL OR EMAIL. FORM 990, PART IX, LINE 11G PRODUCTION SERVICES: PROGRAM SERVICE EXPENSES 476,759. MANAGEMENT AND GENERAL EXPENSES 3,375. FUNDRAISING EXPENSES 3,965. TOTAL EXPENSES 484,099. PERFORMANCE FEES: PROGRAM SERVICE EXPENSES 307,453. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 307,453. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 55,871. MANAGEMENT AND GENERAL EXPENSES 71,523. FUNDRAISING EXPENSES 212,363. TOTAL EXPENSES 339,757. DESIGN SERVICES: PROGRAM SERVICE EXPENSES 27,786. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 20,993. TOTAL EXPENSES 48,779. COMMISSIONING FEES: PROGRAM SERVICE EXPENSES 37,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,500. FORM 990, PART XII, LINE 2C: GRANT PARK ORCHESTRAL ASSOCIATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.