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CHICAGO SYMPHONY ORCHESTRA: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHICAGO SYMPHONY ORCHESTRA (EIN 36-2167823)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-10
IRS object ID
202111309349301571
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-10T11:17:04-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 S Wacker Drive Suite 3300AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362167823EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJeff AlexanderPersonNm
Person TitlePresidentPersonTitleTxt
Phone3122943301PhoneNum
Signature2021-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebekuh EleyPreparerPersonNm
PTINP01247672PTIN
Phone3126343400PhoneNum
Preparation2021-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJeff AlexanderPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 S Michigan AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606042559ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$146,125,903GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.cso.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1890FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionSee Schedule O - Supplemental information.With the Chicago Symphony Orchestra at its core, the mission of the Chicago Symphony Orchestra Association is to enrich, inspire and transform lives through music, community engagement and education - locally, nationally and internationally.ActivityOrMissionDesc
Voting Members Governing Body135VotingMembersGoverningBodyCnt
Voting Members Independent134VotingMembersIndependentCnt
Total Employee1159TotalEmployeeCnt
Total Volunteers945TotalVolunteersCnt
Total Gross UBI-$50,096TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$30,805,974PYContributionsGrantsAmt
CY Contributions Grants$37,636,059CYContributionsGrantsAmt
PY Program Service Revenue$27,717,097PYProgramServiceRevenueAmt
CY Program Service Revenue$21,149,317CYProgramServiceRevenueAmt
PY Investment Income$13,188,464PYInvestmentIncomeAmt
CY Investment Income$14,585,037CYInvestmentIncomeAmt
PY Other Revenue$338,886PYOtherRevenueAmt
CY Other Revenue$436,279CYOtherRevenueAmt
PY Total Revenue$72,050,421PYTotalRevenueAmt
CY Total Revenue$73,806,692CYTotalRevenueAmt
PY Grants And Similar Paid$600PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,750CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$44,876,338PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$45,998,785CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$310,632PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$341,195CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,119,680CYTotalFundraisingExpenseAmt
PY Other Expenses$33,510,321PYOtherExpensesAmt
CY Other Expenses$29,914,499CYOtherExpensesAmt
PY Total Expenses$78,697,891PYTotalExpensesAmt
CY Total Expenses$76,256,229CYTotalExpensesAmt
PY Revenues Less Expenses-$6,647,470PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,449,537CYRevenuesLessExpensesAmt
Total Assets BOY$503,065,284TotalAssetsBOYAmt
Total Assets EOY$475,390,554TotalAssetsEOYAmt
Total Liabilities BOY$236,105,778TotalLiabilitiesBOYAmt
Total Liabilities EOY$258,525,321TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$266,959,506NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$216,865,233NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWith the Chicago Symphony Orchestra at its core, the mission of the Chicago Symphony Orchestra Association is to enrich, inspire and transform lives through music, community engagement and education - locally, nationally and internationally.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$46,980,932ExpenseAmt
Revenue$16,870,190RevenueAmt
DescChicago Symphony Orchestra Concerts - During the 2019/20 season, the CSO presented 76 paid and free concert programs for approximately 141,000 patrons. Throughout the season, the CSO presented 17 weeks of subscription concerts with a particular focus on the music of Beethoven in celebration of the composer's 250th birthday. The CSO premiered two works; Bernard Rands' "DREAM for Orchestra and Nicholas Bacri's "Ophelia's Tears". The CSO embarked on a 10-concert tour of Europe and also completed a 4-concert tour of Florida as well as 2 concerts in New York's Carnegie Hall. Maestro Muti also led the CSO in a community concert at Lane Technical High School. Additionally, the orchestra performed 2 concerts at Wheaton College's Edman Memorial Chapel, and 14 concerts at Ravinia Park as part of the annual summer residency.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,003,549ExpenseAmt
Revenue$2,657,971RevenueAmt
DescSymphony Center Presents Concerts - The Chicago Symphony Orchestra Association offers concerts by acclaimed guest artists in the fields of jazz, pop, world, and classical music under the auspices of Symphony Center Presents. Thirty concerts were presented during the season, with more than 49,000 tickets sold. These concerts featured established and emerging artistic leaders and musicians performing a wide variety of musical styles for diverse audiences. SCP programs include Orchestra, Chamber, Music Now and Piano music series, and Jazz at Symphony Center, which is one of the most comprehensive and acclaimed jazz series in the country.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,632,881ExpenseAmt
Revenue$186,607RevenueAmt
DescEducation Concerts and Activities - Across Chicago and around the world, the Negaunee Music Institute connects individuals and communities to the extraordinary resources of the Chicago Symphony Orchestra. Under the visionary leadership of the CSO Zell Music Director Riccardo Muti, Institute programming gives broad access to the CSO, educates young listeners, provides advanced training to young musicians and serves the city and the world through music. All concerts and events are inexpensive or offered free of charge to the public in order to dissolve financial barriers. In the 2019/20 season, the Institute reached approximately 19,000 people through 121 events which included paid and free concerts, open rehearsals, workshops and other programs.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)

ExpenseExpenseAmtDescDescRevenueRevenueAmtGrantGrantAmt
$170,537Retail Sales - Music-related merchandise is available for purchase at The Symphony Store and online.
$176,833Rentals and Commissions - A Club is available to donors for dining prior to CSO concerts.$8,832
$1,060,332Rentals and Commissions - Performance space provided to Chicagoland arts organizations.$597,283
$543,920Rentals and Commissions - A restaurant and concessions are provided for audiences attending concerts.$104,679
$127,972Rentals and Commissions - Parking lot provided for audiences' convenience to attend concerts.$396,000
$745,218Media and Royalty - Radio Broadcast series, In-house recording label, audio recordings in compact disc and digital download formats.$76,961
$1,988,120Civic Orchestra Concerts - Founded during the 1919/20 season by the CSO's second music director, Frederick Stock, the Civic Orchestra has trained over 7,000 young musicians, while presenting free concerts at Symphony Center and in communities throughout Chicagoland. This season the Civic Orchestra welcomed Ken-David Masur as its new principal conductor and performed five concerts at Symphony Center, including a benefit performance to celebrate the ensemble's centennial, featuring Masur and cellist Yo-Yo Ma. The ensemble also performed a community concert at South Shore Cultural Center, and Civic musicians performed at 10 Chicago Public Schools (CPS) and Fourth Presbyterian Church during the sixth annual Bach Marathon. In addition, members of Civic mentored CPS students during the Chicago Youth in Music Festival. Nine Civic musicians were appointed as Fellows and benefited from additional artistic and professional development opportunities. During the 2019/20 season, Civic Fellows engaged with 40 CPS teachers as part of the CSO-Connect school partnership program, curated a community performance at an assisted living facility, performed two chamber concerts at Symphony Center and partnered in songwriting workshops with families who have lost loved ones to gun violence.$83,963$1,750
$136,016Other Program Services - Program book advertising$166,831
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,948,948TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,750TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,434,549TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$57,566,310TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming ActivitiesYes (1)GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document196IRPDocumentCnt
IRP Document W2 G2IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1159EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members135GoverningBodyVotingMembersCnt
Independent Voting Member134IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (146 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndKey EmployeeKeyEmployeeInd
Riccardo Muti
Music Director40.00Yes (X)$1,350,014$0$0
Jeff Alexander
President40.00$611,532$0$31,922Yes (X)Yes (X)
Robert Chen
Concertmaster40.00Yes (X)$470,314$0$65,476
John Sharp
Principal Cello40.00Yes (X)$287,614$0$83,144
Stephen Williamson
Principal Clarinet40.00Yes (X)$284,214$0$61,187
David Herbert
Principal Timpani40.00Yes (X)$271,665$0$62,775
Stacie M Frank
Assistant Treasurer40.00$270,549$0$37,053Yes (X)
Vanessa Moss
VP for Operations40.00$262,644$0$39,923Yes (X)
Karen Rahn
Secretary40.00$75,058$0$17,134Yes (X)
Dale Hedding
VP for Development (as of 12/2/19)40.00$24,861$0$1,627Yes (X)
Helen Zell
Chair1.90$0$0$0Yes (X)Yes (X)
Mary Louise Gorno
Vice Chair0.70$0$0$0Yes (X)Yes (X)
Robert A Kohl
Vice Chair0.30$0$0$0Yes (X)Yes (X)
Liisa Thomas
Vice Chair0.70$0$0$0Yes (X)Yes (X)
Renee Metcalf
Treasurer0.60$0$0$0Yes (X)Yes (X)
William Adams IV
Life Trustee0.60$0$0$0Yes (X)
Mrs Robert A Beatty
Life Trustee0.10$0$0$0Yes (X)
Arnold M Berlin
Life Trustee0.10$0$0$0Yes (X)
Laurence O Booth
Life Trustee0.10$0$0$0Yes (X)
William G Brown
Life Trustee0.10$0$0$0Yes (X)
Dean L Buntrock
Life Trustee0.10$0$0$0Yes (X)
Richard W Colburn
Life Trustee0.30$0$0$0Yes (X)
Richard H Cooper
Life Trustee0.10$0$0$0Yes (X)
Anthony T Dean
Life Trustee0.10$0$0$0Yes (X)
Debora de Hoyos
Life Trustee0.20$0$0$0Yes (X)
Charles Douglas
Life Trustee0.10$0$0$0Yes (X)
John A Edwardson
Life Trustee0.10$0$0$0Yes (X)
Thomas J Eyerman
Life Trustee0.10$0$0$0Yes (X)
James B Fadim
Life Trustee0.30$0$0$0Yes (X)
David W Fox Sr
Life Trustee0.10$0$0$0Yes (X)
Richard J Franke
Life Trustee0.10$0$0$0Yes (X)
Cyrus F Freidheim Jr
Life Trustee0.20$0$0$0Yes (X)
H Laurance Fuller
Life Trustee0.10$0$0$0Yes (X)
Mrs Robert W Galvin
Life Trustee0.10$0$0$0Yes (X)
Paul C Gignilliat
Life Trustee0.20$0$0$0Yes (X)
Joseph B Glossberg
Life Trustee0.30$0$0$0Yes (X)
William A Goldstein
Life Trustee0.30$0$0$0Yes (X)
Howard L Gottlieb
Life Trustee0.10$0$0$0Yes (X)
Chester A Gougis
Life Trustee0.20$0$0$0Yes (X)
Joyce T Green
Life Trustee0.10$0$0$0Yes (X)
Mary Winton Green
Life Trustee0.20$0$0$0Yes (X)
Dietrich Gross
Life Trustee0.10$0$0$0Yes (X)
David P Hackett
Life Trustee0.10$0$0$0Yes (X)
Joan W Harris
Life Trustee0.10$0$0$0Yes (X)
John H Hart
Life Trustee0.10$0$0$0Yes (X)
Thomas C Heagy
Life Trustee0.10$0$0$0Yes (X)
Jay L Henderson
Life Trustee0.30$0$0$0Yes (X)
Mrs Roger B Hull
Life Trustee0.10$0$0$0Yes (X)
Judith W Istock
Life Trustee0.10$0$0$0Yes (X)
William R Jentes
Life Trustee0.20$0$0$0Yes (X)
Paul R Judy
Life Trustee0.10$0$0$0Yes (X)
Richard B Kapnick
Life Trustee0.10$0$0$0Yes (X)
Donald G Kempf Jr
Life Trustee0.10$0$0$0Yes (X)
George D Kennedy
Life Trustee0.10$0$0$0Yes (X)
Mrs John C Kern
Life Trustee0.10$0$0$0Yes (X)
Fred A Krehbiel
Life Trustee0.10$0$0$0Yes (X)
Charles Ashby Lewis
Life Trustee0.10$0$0$0Yes (X)
Eva F Lichtenberg
Life Trustee0.10$0$0$0Yes (X)
John S Lillard
Life Trustee0.10$0$0$0Yes (X)
Donald G Lubin
Life Trustee0.10$0$0$0Yes (X)
James W Mabie
Life Trustee0.50$0$0$0Yes (X)
John F Manley
Life Trustee0.20$0$0$0Yes (X)
Ling Z Markovitz
Life Trustee0.10$0$0$0Yes (X)
R Eden Martin
Life Trustee0.10$0$0$0Yes (X)
Arthur C Martinez
Life Trustee0.10$0$0$0Yes (X)
Judith W McCue
Life Trustee0.50$0$0$0Yes (X)
Lester H McKeever
Life Trustee0.10$0$0$0Yes (X)
David E McNeel
Life Trustee0.30$0$0$0Yes (X)
John D Nichols
Life Trustee0.10$0$0$0Yes (X)
James J O'Connor
Life Trustee0.20$0$0$0Yes (X)
William A Osborn
Life Trustee0.30$0$0$0Yes (X)
Mrs Albert Pawlick
Life Trustee0.10$0$0$0Yes (X)
Jane DiRenzo Pigott
Life Trustee0.30$0$0$0Yes (X)
John M Pratt
Life Trustee0.10$0$0$0Yes (X)
John W Rogers Jr
Life Trustee0.30$0$0$0Yes (X)
Jerry Rose
Life Trustee0.10$0$0$0Yes (X)
Frank A Rossi
Life Trustee0.20$0$0$0Yes (X)
Earl J Rusnak Jr
Life Trustee0.60$0$0$0Yes (X)
Cynthia M Sargent
Life Trustee0.10$0$0$0Yes (X)
John R Schmidt
Life Trustee0.20$0$0$0Yes (X)
Thomas C Sheffield Jr
Life Trustee0.20$0$0$0Yes (X)
Rita Simo
Life Trustee0.10$0$0$0Yes (X)
Robert C Spoerri
Life Trustee0.10$0$0$0Yes (X)
Carl W Stern
Life Trustee0.10$0$0$0Yes (X)
Roger W Stone
Life Trustee0.10$0$0$0Yes (X)
William H Strong
Life Trustee0.10$0$0$0Yes (X)
Louis C Sudler Jr
Life Trustee0.10$0$0$0Yes (X)
Richard L Thomas
Life Trustee0.20$0$0$0Yes (X)
Richard P Toft
Life Trustee0.30$0$0$0Yes (X)
Penny Van Horn
Life Trustee0.40$0$0$0Yes (X)
John Aalbregtse
Trustee0.60$0$0$0Yes (X)
Peter J Barack
Trustee0.30$0$0$0Yes (X)
H Rigel Barber
Trustee0.10$0$0$0Yes (X)
Randy Lamm Berlin
Trustee0.10$0$0$0Yes (X)
Lori Bradley
Trustee0.10$0$0$0Yes (X)
Roderick Branch
Trustee0.10$0$0$0Yes (X)
Susan Bridge
Trustee0.20$0$0$0Yes (X)
Kay Bucksbaum
Trustee0.10$0$0$0Yes (X)
Robert J Buford
Trustee0.30$0$0$0Yes (X)
Leslie Henner Burns
Trustee0.50$0$0$0Yes (X)
Debra A Cafaro
Trustee0.10$0$0$0Yes (X)
Marion A Cameron
Trustee0.10$0$0$0Yes (X)
Bruce E Clinton
Trustee0.20$0$0$0Yes (X)
George P Colis
Trustee0.30$0$0$0Yes (X)
Keith S Crow
Trustee0.10$0$0$0Yes (X)
Dr Christoper I Culp
Trustee0.10$0$0$0Yes (X)
Stephen V D'Amore
Trustee0.10$0$0$0Yes (X)
Timothy A Duffy
Trustee0.30$0$0$0Yes (X)
Brian W Duwe
Trustee0.10$0$0$0Yes (X)
J Bradley Fewell
Trustee0.20$0$0$0Yes (X)
Richard C Godfrey
Trustee0.10$0$0$0Yes (X)
Graham C Grady
Trustee0.20$0$0$0Yes (X)
Lori Julian
Trustee0.30$0$0$0Yes (X)
Geraldine Keefe
Trustee0.10$0$0$0Yes (X)
Donna L Kendall
Trustee0.20$0$0$0Yes (X)
Thomas G Kilroy
Trustee0.20$0$0$0Yes (X)
James Kolar
Trustee0.10$0$0$0Yes (X)
Randall S Kroszner
Trustee0.20$0$0$0Yes (X)
Josef Lakonishok
Trustee0.20$0$0$0Yes (X)
Patty Lane
Trustee0.10$0$0$0Yes (X)
Christopher Melvin
Trustee0.10$0$0$0Yes (X)
Mary Pivirotto Murley
Trustee0.20$0$0$0Yes (X)
Sylvia Neil
Trustee0.20$0$0$0Yes (X)
Shelley Ochab
Trustee0.10$0$0$0Yes (X)
Elizabeth Parker
Trustee0.20$0$0$0Yes (X)
Gerald Pauling
Trustee0.50$0$0$0Yes (X)
Michael A Perlstein
Trustee0.10$0$0$0Yes (X)
Jose Luis Prado
Trustee0.10$0$0$0Yes (X)
Dr Irwin Press
Trustee0.10$0$0$0Yes (X)
Col Jennifer N Pritzker
Trustee0.10$0$0$0Yes (X)
Dr Mohan Rao
Trustee0.40$0$0$0Yes (X)
Burton X Rosenberg
Trustee0.20$0$0$0Yes (X)
Kristen C Rossi
Trustee0.20$0$0$0Yes (X)
E Scott Santi
Trustee0.10$0$0$0Yes (X)
Steven E Shebik
Trustee0.70$0$0$0Yes (X)
Alejandro Silva
Trustee0.30$0$0$0Yes (X)
Marlon R Smith
Trustee0.10$0$0$0Yes (X)
Walter Snodell
Trustee0.20$0$0$0Yes (X)
Daniel E Sullivan Jr
Trustee0.20$0$0$0Yes (X)
Scott Swanson
Trustee0.10$0$0$0Yes (X)
Nasrin Thierer
Trustee0.20$0$0$0Yes (X)
Terrence J Truax
Trustee0.20$0$0$0Yes (X)
Frederick H Waddell
Trustee0.50$0$0$0Yes (X)
Paul R Wiggin
Trustee0.40$0$0$0Yes (X)
Craig R Williams
Trustee0.10$0$0$0Yes (X)
Robert A Wislow
Trustee0.10$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,908,465TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$400,241TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K134IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Riccardo Muti
220 S Michigan AvenueChicagoIL606042559Artist Performances$1,941,652
Travtours Incorporated
72171 Highway 111 Suite 202Palm DesertCA92260Travel Services$1,278,646
Kimco Facility Services LLC
3445 Peachtree Road NE Suite 1275AtlantaGA30326Janitoral Services$740,089
DCM Inc
261 West 35th Street Suite 600New YorkNY10001Telemarketing and Telefundraising$662,788
Allied Universal Security Services
1551 N Tustin Avenue Suite 650Santa AnaCA92705Security Services$644,594
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K37CntrctRcvdGreaterThan100KCnt
Fundraising$1,555,439FundraisingAmt
Government Grants$174,400GovernmentGrantsAmt
All Other Contributions$35,906,220AllOtherContributionsAmt
Noncash Contributions$4,059,618NoncashContributionsAmt
Total Contributions$37,636,059TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
Ticket Sales711130$12,491,305$12,491,305
Performance Fees711130$6,365,515$6,365,515
Other Program Related Revenue711130$717,941$714,491$3,450
Facility Rental Revenue711130$597,283$597,283
Parking Lot Rental Revenue711130$396,000$396,000

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$581,273TotalRevenueColumnAmt
Related Or Exempt Func Income$100,859RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$166,831UnrelatedBusinessRevenueAmt
Exclusion$313,583ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$21,149,317TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,984,289TotalRevenueColumnAmt
Exclusion$4,984,289ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$134,300RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$304,590RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$170,290RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$170,290TotalRevenueColumnAmt
Unrelated Business Revenue-$170,290UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$80,969,404SecuritiesAmt
Other$457OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$71,336,263SecuritiesAmt
Other$32,850OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,633,141SecuritiesAmt
Other-$32,393OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,600,748TotalRevenueColumnAmt
Unrelated Business Revenue-$98,471UnrelatedBusinessRevenueAmt
Exclusion$9,699,219ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$924,667FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,555,439ContriRptFundraisingEventAmt
Fundraising Direct Expenses$511,432FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$413,235TotalRevenueColumnAmt
Exclusion$413,235ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$21,950GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,950TotalRevenueColumnAmt
Exclusion$21,950ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$305,460GrossSalesOfInventoryAmt
Cost Of Goods Sold$134,076CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$171,384TotalRevenueColumnAmt
Related Or Exempt Func Income$119,550RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$51,834UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,806,692TotalRevenueColumnAmt
Related Or Exempt Func Income$20,389,003RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$50,096UnrelatedBusinessRevenueAmt
Exclusion$15,831,726ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,750TotalAmt
Program Services$1,750ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,474,023TotalAmt
Program Services$287,016ProgramServicesAmt
Management And General$998,664ManagementAndGeneralAmt
Fundraising$188,343FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$35,347,106TotalAmt
Program Services$30,743,762ProgramServicesAmt
Management And General$2,712,459ManagementAndGeneralAmt
Fundraising$1,890,885FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,717,304TotalAmt
Program Services$1,536,493ProgramServicesAmt
Management And General$106,538ManagementAndGeneralAmt
Fundraising$74,273FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,134,664TotalAmt
Program Services$4,172,268ProgramServicesAmt
Management And General$602,703ManagementAndGeneralAmt
Fundraising$359,693FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,325,688TotalAmt
Program Services$1,867,036ProgramServicesAmt
Management And General$303,552ManagementAndGeneralAmt
Fundraising$155,100FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$221,614TotalAmt
Program Services$62,004ProgramServicesAmt
Management And General$158,149ManagementAndGeneralAmt
Fundraising$1,461FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$138,444TotalAmt
Management And General$138,444ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$341,195TotalAmt
Fundraising$341,195FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,284,243TotalAmt
Management And General$1,284,243ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,051,112TotalAmt
Program Services$5,001,640ProgramServicesAmt
Management And General$983,711ManagementAndGeneralAmt
Fundraising$65,761FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,751,965TotalAmt
Program Services$3,364,414ProgramServicesAmt
Management And General$224,714ManagementAndGeneralAmt
Fundraising$162,837FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$669,076TotalAmt
Program Services$321,299ProgramServicesAmt
Management And General$179,095ManagementAndGeneralAmt
Fundraising$168,682FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$504,143TotalAmt
Program Services$242,096ProgramServicesAmt
Management And General$134,946ManagementAndGeneralAmt
Fundraising$127,101FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,568,642TotalAmt
Program Services$2,094,635ProgramServicesAmt
Management And General$217,108ManagementAndGeneralAmt
Fundraising$256,899FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,803,116TotalAmt
Program Services$2,731,768ProgramServicesAmt
Management And General$25,891ManagementAndGeneralAmt
Fundraising$45,457FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$118,588TotalAmt
Program Services$78,023ProgramServicesAmt
Management And General$11,972ManagementAndGeneralAmt
Fundraising$28,593FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,527,758TotalAmt
Management And General$5,527,758ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,942,630TotalAmt
Program Services$3,597,037ProgramServicesAmt
Management And General$345,593ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$278,000TotalAmt
Management And General$278,000ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
Credit Card Fees$540,875$458,779$82,096
Music & Instrument Rent$400,128$295,559$104,569
Music License Fees$273,601$273,601
Equipment Rental & Main$222,301$222,301

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$618,263TotalAmt
Program Services$214,829ProgramServicesAmt
Management And General$232,130ManagementAndGeneralAmt
Fundraising$171,304FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$76,256,229TotalAmt
Program Services$57,566,310ProgramServicesAmt
Management And General$14,570,239ManagementAndGeneralAmt
Fundraising$4,119,680FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$758,808BOYAmt
EOY$705,615EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,520,529BOYAmt
EOY$5,242,812EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$21,502,271BOYAmt
EOY$24,832,022EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$377,046BOYAmt
EOY$525,091EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$227,672BOYAmt
EOY$224,608EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,051,621BOYAmt
EOY$1,462,080EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$179,073,893LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$97,610,199LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$84,757,814BOYAmt
EOY$81,463,694EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$271,139,282BOYAmt
EOY$252,198,166EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$113,615,553BOYAmt
EOY$108,593,741EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$114,688BOYAmt
EOY$142,725EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$503,065,284BOYAmt
EOY$475,390,554EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,170,596BOYAmt
EOY$8,893,203EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,157,478BOYAmt
EOY$10,059,008EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$140,915,726BOYAmt
EOY$138,655,139EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$74,861,978BOYAmt
EOY$100,917,971EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$236,105,778BOYAmt
EOY$258,525,321EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$75,021,838BOYAmt
EOY$24,924,184EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$191,937,668BOYAmt
EOY$191,941,049EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$266,959,506BOYAmt
EOY$216,865,233EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$503,065,284BOYAmt
EOY$475,390,554EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$2,449,537ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$17,136,110NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$30,508,626OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,408,215CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,567,693CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,070,114CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,805,974CurrentTaxYearMinus1YearAmt
Current Tax Year$37,636,059CurrentTaxYearAmt
Total$157,488,055TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,408,215CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,567,693CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,070,114CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,805,974CurrentTaxYearMinus1YearAmt
Current Tax Year$37,636,059CurrentTaxYearAmt
Total$157,488,055TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$26,410,039SubstantialContributorsTotAmt
Public Support Total170$131,078,016PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,076,230CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,655,238CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,978,476CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,161,973CurrentTaxYearMinus1YearAmt
Current Tax Year$4,984,289CurrentTaxYearAmt
Total$25,856,206TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$380,947CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$493,717CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$289,261CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$184,670CurrentTaxYearMinus1YearAmt
Current Tax Year$435,185CurrentTaxYearAmt
Total$1,783,780TotalAmt
FieldValueIRS element (for citing)
Total Support$185,128,041TotalSupportAmt
Gross Receipts Rltd Activities$151,043,054GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70800PublicSupportCY170Pct
Public Support PY1700.76740PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$76,256,229FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$76,256,229FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$304,786,000BeginningYearBalanceAmt
Contributions$2,843,000ContributionsAmt
Investment Earnings Or Losses$21,643,000InvestmentEarningsOrLossesAmt
Other Expenditures$14,685,000OtherExpendituresAmt
End Year Balance$314,587,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$287,993,000BeginningYearBalanceAmt
Contributions$812,000ContributionsAmt
Investment Earnings Or Losses$30,436,000InvestmentEarningsOrLossesAmt
Other Expenditures$14,455,000OtherExpendituresAmt
End Year Balance$304,786,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$303,606,000BeginningYearBalanceAmt
Contributions$9,411,000ContributionsAmt
Investment Earnings Or Losses-$11,389,000InvestmentEarningsOrLossesAmt
Other Expenditures$13,635,000OtherExpendituresAmt
End Year Balance$287,993,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.42600BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.46800PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10600TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$125,650,856OtherCostOrOtherBasisAmt
Depreciation$77,360,139DepreciationAmt
Book Value$48,290,717BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,763,951OtherCostOrOtherBasisAmt
Depreciation$12,444,671DepreciationAmt
Book Value$1,319,280BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,925,881OtherCostOrOtherBasisAmt
Depreciation$7,547,353DepreciationAmt
Book Value$6,378,528BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$81,463,694TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Alternative investments - Absolute return$29,135,497F
Hedged equities$33,502,585F
Private equity$30,267,652F
Real assets$8,694,255F
Beneficial interest in trust and Other$6,993,752F
FieldValueIRS element (for citing)
Total Book Value Securities$108,593,741TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Pension benefits$70,470,772
Other long-term liabilities$1,265,998
Interest rate swap contracts$29,181,201
FieldValueIRS element (for citing)
Total Liability$100,917,971TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$56,818,735TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$17,136,110NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$449,903DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$16,686,207RevenueNotReportedAmt
Revenue Subtotal$73,504,942RevenueSubtotalAmt
Investment Expenses Not Incld$1,284,243InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$982,493OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$301,750RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$73,806,692TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$106,913,008TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$449,903DonatedServicesUseFcltsAmt
Other Expenses Included$982,493OtherExpensesIncludedAmt
Expenses Not Reported$1,432,396ExpensesNotReportedAmt
Expenses Subtotal$105,480,612ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,284,243InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$30,508,626OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$29,224,383ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$76,256,229TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The Investment Committee, which oversees all the Corporation's investments, operates under investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs, while seeking to maintain the purchasing power of the endowment assets. Under these policies, the endowment assets are invested in a manner that, over time, will meet the long-term objective of a 5% real return on assets. The Corporation's policy is to preserve the historical dollar value of permanently restricted contributions, and to use any of the investment returns as is prudent considering the Corporation's long- and short-term needs, resources, duration and preservation of donor-restricted endowment funds, donor restrictions, expected total return on its investments, price level trends, general economic conditions, and investment policies.
Part X, Line 2:Income taxes: The Corporation follows the standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Corporation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Corporation, continued tax exempt status of bonds payable, and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The Corporation files Form 990 in the U.S. federal jurisdiction and the State of Illinois.
Part XI, Line 4b - Other Adjustments:Rental expenses (Part VIII, Line 6b) -304,590. Gain (loss) on sale of other assets (Part VIII, Line 7c(ii)) -32,394. Fundraising event expenses (Part VIII, Line 8b + Line 9b) -511,432. Cost of goods sold (Part VIII, Line 10b) -134,077.
Part XII, Line 2d - Other Adjustments:Rental expenses (Part VIII, Line 6b) 304,590. (Gain) loss on sale of other assets (Part VIII, Line 7c(ii)) 32,394. Fundraising event expenses (Part VIII, Line 8b + Line 9b) 511,432. Cost of goods sold (Part VIII, Line 10b) 134,077.
Part XII, Line 4b - Other Adjustments:Interest rate swap fair value adjustment -7,646,609. Change in pension plan assets and benefit obligations -22,862,017.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Alternative investments (Hedged Equity, Absolute Return and Private Equity) in the Cayman Islands.$58,806,107
Europe (Including Iceland & Greenland)03Program Services$3,539,957The Chicago Symphony Orchestra performed ten concerts in eight European cities (Cologne, Vienna, Luxembourg, Paris, Naples, Florence, Milan and Lugano).
Europe (Including Iceland & Greenland)00Fundraising - Patrons Tour$2,918
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$62,348,982SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$62,348,982TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1DCM IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1261 West 35th Street Suite 600AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
ActivityTelefundraising CampaignsActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$1,014,264GrossReceiptsAmt
Retained By Contractor$341,195RetainedByContractorAmt
Net To Organization$673,069NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$1,014,264TotalGrossReceiptsAmt
Total Retained By Contractors$341,195TotalRetainedByContractorsAmt
Total Net To Organization$673,069TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Symphony BallEvent1Nm
Gross Receipts Event1$1,500,120GrossReceiptsEvent1Amt
Charitable Contri Event1$848,300CharitableContriEvent1Amt
Gross Revenue Event1$651,820GrossRevenueEvent1Amt
Rent Facility Costs Event1$5,963RentFacilityCostsEvent1Amt
Food And Beverage Event1$176,888FoodAndBeverageEvent1Amt
Entertainment Event1$18,825EntertainmentEvent1Amt
Other Direct Expenses Event1$123,717OtherDirectExpensesEvent1Amt
Event2Corporate NightEvent2Nm
Gross Receipts Event2$531,001GrossReceiptsEvent2Amt
Charitable Contri Event2$420,001CharitableContriEvent2Amt
Gross Revenue Event2$111,000GrossRevenueEvent2Amt
Rent Facility Costs Event2$8,944RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$1,984OtherDirectExpensesEvent2Amt
Other Events Total8OtherEventsTotalCnt
Gross Receipts Other Events$448,985GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$287,138CharitableContriOtherEventsAmt
Gross Revenue Other Events$161,847GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$2,481NonCashPrizesOtherEventsAmt
Food And Beverage Other Events$98,334FoodAndBeverageOtherEventsAmt
Entertainment Other Events$5,405EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$68,891OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,480,106GrossReceiptsTotalAmt
Charitable Contributions Tot$1,555,439CharitableContributionsTotAmt
Gross Revenue Total Events$924,667GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$2,481NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$14,907RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$275,222FoodAndBeverageTotalEventsAmt
Entertainment Total Events$24,230EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$194,592OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$511,432DirectExpenseSummaryEventsAmt
Net Income Summary$413,235NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$21,950GrossRevenueOtherGamingAmt
Volunteer Labor Other Gaming0VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$21,950GrossRevenueTotalGamingAmt
Net Gaming Income Summary$21,950NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedILStatesWhereGamingConductedCd
LicensedYes (1)LicensedInd
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With Nonmembers0GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Gaming Other Facility1.00000GamingOtherFacilityPct
Individual With BooksStacie M Frank VP and CFOIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1220 S Michigan AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606042559ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game Rev0CntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

FieldValueIRS element (for citing)
Business Name Line1NoneBusinessNameLine1Txt
FieldValueIRS element (for citing)
Charitable Distribution Rqr0CharitableDistributionRqrInd

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Riccardo Muti
Music Director$1,350,014$0$0$0$0$0$0$0$0$0$1,350,014$0$0$0
Jeff Alexander
President$571,483$0$25,000$0$15,049$0$11,200$0$20,722$0$643,454$0$0$0
Robert Chen
Concertmaster$468,996$0$0$0$1,318$0$24,707$0$40,769$0$535,790$0$0$0
John Sharp
Principal Cello$285,849$0$0$0$1,765$0$44,625$0$38,519$0$370,758$0$0$0
Stephen Williamson
Principal Clarinet$282,871$0$0$0$1,343$0$20,088$0$41,099$0$345,401$0$0$0
David Herbert
Principal Timpani$270,347$0$0$0$1,318$0$22,006$0$40,769$0$334,440$0$0$0
Stacie M Frank
Assistant Treasurer$260,282$0$10,000$0$267$0$11,108$0$25,945$0$307,602$0$0$0
Vanessa Moss
VP for Operations$251,547$0$10,000$0$1,097$0$16,188$0$23,735$0$302,567$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aCharter travel is provided for all employees during certain foreign and domestic tours when deemed more economical.
Part I, Line 7Annually, the Chair of the Board reviews and approves any bonus payment for the President. Other bonuses paid to listed employees in 2019 were approved by the Chair of the Board.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmt
A$83,015,000$620,000$81,364,393$722,487$308,1201997Yes (1)0Yes (1)Yes (1)
B$46,100,0001997Yes (1)0Yes (1)Yes (1)$2,300,000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution109ContributionCnt
Noncash Contributions Rpt F990$4,026,703NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV - Stock giftsMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Cough drops1$21,967Fair market value
Yes (X)Airfare miles1$10,947Fair market value
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Column (b):Line 9: The number of contributions for the Securities - publicly traded is the number of stock gifts received, not the number of donors or shares contributed.
Part I, Line 32b:Publicly traded securities are sold via a stock brokerage account held at the corporation's primary banking relationship.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, line 3Due to the Covid-19 pandemic and associated governmental restrictions on public gatherings, many program services beginning March 12, 2020 through June 30, 2020 were modified to be provided digitally and/or cancelled.
Form 990, Part VI, Section A, line 2Business Relationship 1: Alejandro Silva, Jose Luis Prado Business Relationship 2: Jay L. Henderson, E. Scott Santi Business Relationship 3: Richard C. Godfrey, Keith S. Crow Business Relationship 4: Debora de Hoyos, John R. Schmidt Business Relationship 5: Jay L. Henderson, Jose Luis Prado Business Relationship 6: Debra A. Cafaro, Scott C. Swanson Business Relationship 7: Gerald L. Pauling II, Burton X. Rosenberg Business Relationship 8: Walter Carlson (spouse of Debora de Hoyos) Charles W. Douglas, R. Eden Martin
Form 990, Part VI, Section A, line 6The members of the Chicago Symphony Orchestra (the "Corporation") are designated as Governing Members. Governing Members are elected from among persons who have demonstrated a significant interest in the CSO and who meet such additional criteria as the Board of Trustees may from time to time determine.
Form 990, Part VI, Section A, line 7aGoverning Members ratify the election of Governing Members and, at each Annual Meeting, the fully ratified Governing Members elect Regular and Life Trustees.
Form 990, Part VI, Section B, line 11bCSO staff prepares Form 990, and it is reviewed by our tax advisor. Staff and the tax advisor discuss and review the entire Form 990 and Form 990-T with members of the CSO Audit Committee, who review and accept it before it is filed as set forth in the Committee Authority and Responsibility section of the Audit Committee charter. The 2019 Form 990 and Form 990-T were reviewed and approved at the April 27, 2021 meeting of the Audit Committee.
Form 990, Part VI, Section B, line 12cThe CSO maintains a Conflict of Interest Policy that applies to all trustees, the Executive Committees of certain auxiliary operations operating under the CSO's bylaws, senior management and other designated staff members, and non-trustee members of Trustee committees. The Policy requires each person to whom the policy applies to complete an annual disclosure questionnaire that discloses any business or financial interest, which might reasonably be expected to give rise to a possible conflict between the interest of the CSO and the interest of such person. To the extent that the required disclosure questionnaire cannot be obtained after multiple attempts, alternative procedures are completed by staff and the Audit Committee to reasonably conclude whether any conflicts exists. The Policy forbids such individuals from voting on or using their personal influence in connection with such business or financial issues. In the event the CSO does conduct business with a related party, the financial terms of those relationships are reported annually to the Audit Committee, whose members are independent per the terms of its charter. The CSO requires each non-union employee to conduct themselves in accordance with the code of Business Conduct and Ethics, approved by the Board of Trustees, and to sign an annual statement acknowledging their understanding of and compliance with the Code.
Form 990, Part VI, Section B, line 15The process for determining the compensation of the President included a meeting on October 10, 2019, of the Human Resources Committee, which was comprised of five independent trustees and two non-trustees. The Committee reviewed the compensation arrangements and peer benchmark data based on size of budget and scope of management responsibility. Published compensation surveys for non-profit organizations were also reviewed. Recommendations were made to the Committee and accepted, and the deliberations of the Committee were documented in the minutes of the meeting. The process for determining the compensation of other officers or key employees included a meeting on October 10, 2019, of the Human Resources Committee, which was comprised of five independent trustees and two non-trustees. The Committee reviewed the compensation arrangements and peer benchmark data based on size of budget and scope of management responsibility. Published compensation surveys for non-profit organizations were also reviewed. Recommendations were made to the Committee and accepted, and the deliberations of the Committee were documented in the minutes of the meeting.
Form 990, Part VI, Section C, line 19Financial statements, governing documents and conflict of interest policy are available to the public upon request pursuant to the guidelines of section 6104(d).
Form 990, Part XI, line 9:Interest rate swap fair value adjustments -7,646,609. Changes in pension plan assets and benefit obligations -22,862,017.