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CHICAGO SYMPHONY ORCHESTRA: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CHICAGO SYMPHONY ORCHESTRA (EIN 36-2167823)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-12
IRS object ID
202021339349302067
Schema version
2018v3.1
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)
Return2020-05-12T12:39:47-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Line11 S WACKER DRIVE SUITE 800AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

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
Signature2020-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBEKUH ELEYPreparerPersonNm
PTINP01247672PTIN
Phone3126343400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.148.73.224IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-05IPDt
IP Tm18:54:10IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC12D0A4F463CE62801F8E97E0545156E6FE9071DAtSubmissionCreationDeviceId
At Submission Filing Device Id8C7237D2AFEDFB09D88626A2D3FB2BC60A40D8C2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$149,619,162GrossReceiptsAmt
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 Body134VotingMembersGoverningBodyCnt
Voting Members Independent133VotingMembersIndependentCnt
Total Employee1321TotalEmployeeCnt
Total Volunteers945TotalVolunteersCnt
Total Gross UBI-$52,545TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$35,070,114PYContributionsGrantsAmt
CY Contributions Grants$30,805,974CYContributionsGrantsAmt
PY Program Service Revenue$32,900,867PYProgramServiceRevenueAmt
CY Program Service Revenue$27,717,097CYProgramServiceRevenueAmt
PY Investment Income$13,601,192PYInvestmentIncomeAmt
CY Investment Income$13,188,464CYInvestmentIncomeAmt
PY Other Revenue$247,905PYOtherRevenueAmt
CY Other Revenue$338,886CYOtherRevenueAmt
PY Total Revenue$81,820,078PYTotalRevenueAmt
CY Total Revenue$72,050,421CYTotalRevenueAmt
PY Grants And Similar Paid$16,797PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$600CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$47,366,092PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$44,876,338CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$465,361PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$310,632CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,039,275CYTotalFundraisingExpenseAmt
PY Other Expenses$33,491,182PYOtherExpensesAmt
CY Other Expenses$33,510,321CYOtherExpensesAmt
PY Total Expenses$81,339,432PYTotalExpensesAmt
CY Total Expenses$78,697,891CYTotalExpensesAmt
PY Revenues Less Expenses$480,646PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$6,647,470CYRevenuesLessExpensesAmt
Total Assets BOY$508,805,441TotalAssetsBOYAmt
Total Assets EOY$503,065,284TotalAssetsEOYAmt
Total Liabilities BOY$217,523,215TotalLiabilitiesBOYAmt
Total Liabilities EOY$236,105,778TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$291,282,226NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$266,959,506NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWITH THE CHICAGO SYMPHONY ORCHESTRA AT ITS CORE, THE MISSION OF THE CHICAGO SYMPHONY ORCHESTRA ASSOCIATION IS TO ENRICH, INSPIRE AND TRANSFORM LIVES THROUGH MUSIC, COMMUNITY ENGAGEMENT AND EDUCATION - LOCALLY, NATIONALLY AND INTERNATIONALLY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$47,895,273ExpenseAmt
Revenue$23,268,956RevenueAmt
DescCHICAGO SYMPHONY ORCHESTRA CONCERTS - DURING THE 2018/19 SEASON, THE CSO PRESENTED 114 PAID AND FREE CONCERT PROGRAMS FOR APPROXIMATELY 233,000 PATRONS. THROUGHOUT THE SEASON, THE CSO PRESENTED 25 WEEKS OF SUBSCRIPTION CONCERTS THAT CALLED ATTENTION TO MUSIC REPRESENTING HISTORIC EVENTS, MODERN MASTERWORKS AND PILLARS OF THE SYMPHONIC CANON. THE CSO PREMIERED TWO WORKS, INCLUDING A COMPOSITION WRITTEN BY JAMES STEPHENSON FOR CSO BASS TROMBONIST CHARLES VERNON. THE CSO EMBARKED ON A 12-CONCERT TOUR OF ASIA AND ALSO COMPLETED A 4-CONCERT TOUR OF FLORIDA. THE FREE CONCERT FOR CHICAGO LED BY MAESTRO MUTI IN CHICAGO'S MILLENNIUM PARK DREW AN AUDIENCE OF 10,000 PEOPLE. THE ORCHESTRA PERFORMED 3 CONCERTS AT WHEATON COLLEGE'S EDMAN MEMORIAL CHAPEL, AND 16 CONCERTS AT RAVINIA PARK AS PART OF THE ANNUAL SUMMER RESIDENCY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,276,363ExpenseAmt
Revenue$2,701,874RevenueAmt
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-SEVEN CONCERTS WERE PRESENTED DURING THE SEASON, WITH MORE THAN 50,000 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$2,285,501ExpenseAmt
Revenue$277,596RevenueAmt
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 CSO ZELL MUSIC DIRECTOR RICCARDO MUTI AND JUDSON AND JOYCE GREEN CREATIVE CONSULTANT YO-YO MA, 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 2018/19 SEASON, THE INSTITUTE REACHED APPROXIMATELY 51,000 PEOPLE THROUGH 163 EVENTS WHICH INCLUDED PAID AND FREE CONCERTS, OPEN REHEARSALS, WORKSHOPS AND OTHER PROGRAMS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)

ExpenseExpenseAmtDescDescRevenueRevenueAmtGrantGrantAmt
$149,398RETAIL SALES - MUSIC-RELATED MERCHANDISE IS AVAILABLE FOR PURCHASE AT THE SYMPHONY STORE.
$171,161RENTALS AND COMMISSIONS - A CLUB IS AVAILABLE TO DONORS FOR DINING PRIOR TO CSO CONCERTS.
$832,247RENTALS AND COMMISSIONS - PERFORMANCE SPACE PROVIDED TO CHICAGOLAND ARTS ORGANIZATIONS.$428,899
$555,007RENTALS AND COMMISSIONS - A RESTAURANT AND CONCESSIONS ARE PROVIDED FOR AUDIENCES ATTENDING CONCERTS.$333,168
$204,715RENTALS AND COMMISSIONS - PARKING LOT PROVIDED FOR AUDIENCES' CONVENIENCE TO ATTEND CONCERTS.$366,788
$706,533MEDIA AND ROYALTY - RADIO BROADCAST SERIES, IN-HOUSE RECORDING LABEL, AUDIO RECORDINGS IN COMPACT DISC AND DIGITAL DOWNLOAD FORMATS.$90,139
$2,390,134CIVIC ORCHESTRA CONCERTS = 2018/19 MARKED THE 100TH SEASON OF THE CIVIC ORCHESTRA OF CHICAGO. 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. TO CELEBRATE THE CENTENNIAL, THE CIVIC OPENED ITS SEASON WITH A SIDE-BY-SIDE CONCERT WITH THE CSO IN MILLENNIUM PARK CONDUCTED BY RICCARDO MUTI. THROUGHOUT THE SEASON A SERIES OF SPECIAL CONCERTS MARKED CIVIC'S HISTORIC MILESTONE WITH BANNER PROGRAMMING INCLUDING A PERFORMANCE OF MAHLER'S SIXTH SYMPHONY CONDUCTED BY CSO SIR GEORG SOLTI CONDUCTING APPRENTICE ERINA YASHIMA; JANEK'S SINFONIETTA, LED BY CSO GUEST CONDUCTOR EDWARD GARDNER AND FEATURING A BRASS CHOIR COMPRISED OF CIVIC ALUMNI; THE WORLD PREMIERE OF A CIVIC CO-COMMISSIONED CONCERTO FOR PERCUSSION AND ORCHESTRA BY CHRIS CERRONE FEATURING THIRD COAST PERCUSSION AS SOLOISTS (AN ENSEMBLE WITH TWO MEMBERS WHO ARE CIVIC ALUMNI) CONDUCTED BY KEN-DAVID MASUR; AND A SEASON FINALE COLLABORATION WITH THE RYAN OPERA CENTER AT THE LYRIC OPERA OF CHICAGO FEATURING THE FULL COMPANY OF 12 SINGERS UNDER THE DIRECTION OF MICHAEL CHRISTIE. THE CIVIC ORCHESTRA DEEPENED ITS COMMITMENT TO MENTORING YOUNG MUSICIANS AND SERVING COMMUNITIES ACROSS THE CITY BY PRESENTING SPECIAL PROJECTS INCLUDING THE FIFTH ANNUAL BACH MARATHON, DURING WHICH CHAMBER ENSEMBLES PERFORMED J.S. BACH'S SIX BRANDENBURG CONCERTOS AT FOOD PANTRIES AND FOURTH PRESBYTERIAN CHURCH; A DAY-LONG WORKSHOP OF COACHINGS AND SIDE-BY-SIDE REHEARSAL WITH YOUNG MUSICIANS FROM THREE COMMUNITY YOUTH ORCHESTRAS OPERATED BY THE PEOPLE'S MUSIC SCHOOL, SISTEMA RAVINIA AND THE CHICAGO METAMORPHOSIS ORCHESTRA PROJECT; AND CIVIC CHAMBER ENSEMBLES PERFORMED OVER 25 CONCERTS IN NEIGHBORHOOD VENUES SUCH AS THE NATIONAL MUSEUM OF MEXICAN ART, INDIAN BOUNDARY PARK AND THE ZHOU B ART CENTER. FIFTEEN CIVIC MUSICIANS WERE APPOINTED AS FELLOWS AND RECEIVED ADDITIONAL ARTISTIC AND PROFESSIONAL DEVELOPMENT THAT ENHANCED THEIR MEMBERSHIP IN THE FULL ORCHESTRA. OVER THE COURSE OF THE SEASON, THESE FELLOWS PARTICIPATED IN NUMEROUS WORKSHOPS ADDRESSING TOPICS SUCH AS GRANT WRITING, COMMUNITY ENGAGEMENT PROJECT DESIGN, INTERACTIVE PERFORMANCE AND COLLABORATIVE COMPOSITION.$92,640$600
$96,638OTHER PROGRAM SERVICES - PROGRAM BOOK ADVERTISING$157,037
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$5,105,833TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$600TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,468,671TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$59,562,970TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To 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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document213IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1321EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members134GoverningBodyVotingMembersCnt
Independent Voting Member133IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STACIE M 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 (151 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JEFF ALEXANDER
PRESIDENT40.00Yes (X)Yes (X)$529,499$0$35,017
HELEN ZELL
CHAIRMAN1.90Yes (X)Yes (X)$0$0$0
MARY LOUISE GORNO
VICE CHAIRMAN0.80Yes (X)Yes (X)$0$0$0
ROBERT A KOHL
VICE CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
LIISA THOMAS
VICE CHAIRMAN0.90Yes (X)Yes (X)$0$0$0
JAMES W MABIE
TREASURER0.80Yes (X)Yes (X)$0$0$0
WILLIAM ADAMS IV
LIFE TRUSTEE0.80Yes (X)$0$0$0
MRS ROBERT A BEATTY
LIFE TRUSTEE0.10Yes (X)$0$0$0
MARSHALL BENNETT
LIFE TRUSTEE0.10Yes (X)$0$0$0
ARNOLD M BERLIN
LIFE TRUSTEE0.10Yes (X)$0$0$0
WILLIAM G BROWN
LIFE TRUSTEE0.10Yes (X)$0$0$0
DEAN L BUNTROCK
LIFE TRUSTEE0.10Yes (X)$0$0$0
ROBERT N BURT
LIFE TRUSTEE0.10Yes (X)$0$0$0
RICHARD W COLBURN
LIFE TRUSTEE0.30Yes (X)$0$0$0
RICHARD H COOPER
LIFE TRUSTEE0.10Yes (X)$0$0$0
ANTHONY T DEAN
LIFE TRUSTEE0.10Yes (X)$0$0$0
DEBORA DE HOYOS
LIFE TRUSTEE0.30Yes (X)$0$0$0
CHARLES DOUGLAS
LIFE TRUSTEE0.10Yes (X)$0$0$0
JOHN A EDWARDSON
LIFE TRUSTEE0.10Yes (X)$0$0$0
THOMAS J EYERMAN
LIFE TRUSTEE0.10Yes (X)$0$0$0
JAMES B FADIM
LIFE TRUSTEE0.40Yes (X)$0$0$0
DAVID W FOX SR
LIFE TRUSTEE0.10Yes (X)$0$0$0
RICHARD J FRANKE
LIFE TRUSTEE0.10Yes (X)$0$0$0
CYRUS F FREIDHEIM JR
LIFE TRUSTEE0.20Yes (X)$0$0$0
H LAURANCE FULLER
LIFE TRUSTEE0.10Yes (X)$0$0$0
MRS ROBERT W GALVIN
LIFE TRUSTEE0.10Yes (X)$0$0$0
PAUL C GIGNILLIAT
LIFE TRUSTEE0.10Yes (X)$0$0$0
JOSEPH B GLOSSBERG
LIFE TRUSTEE0.40Yes (X)$0$0$0
WILLIAM A GOLDSTEIN
LIFE TRUSTEE0.40Yes (X)$0$0$0
HOWARD L GOTTLIEB
LIFE TRUSTEE0.10Yes (X)$0$0$0
CHESTER A GOUGIS
LIFE TRUSTEE0.30Yes (X)$0$0$0
JOYCE T GREEN
LIFE TRUSTEE0.40Yes (X)$0$0$0
MARY WINTON GREEN
LIFE TRUSTEE0.20Yes (X)$0$0$0
DIETRICH GROSS
LIFE TRUSTEE0.10Yes (X)$0$0$0
DAVID P HACKETT
LIFE TRUSTEE0.10Yes (X)$0$0$0
JOAN W HARRIS
LIFE TRUSTEE0.20Yes (X)$0$0$0
JOHN H HART
LIFE TRUSTEE0.10Yes (X)$0$0$0
THOMAS C HEAGY
LIFE TRUSTEE0.10Yes (X)$0$0$0
JAY L HENDERSON
LIFE TRUSTEE0.30Yes (X)$0$0$0
MRS ROGER B HULL
LIFE TRUSTEE0.10Yes (X)$0$0$0
JUDITH W ISTOCK
LIFE TRUSTEE0.10Yes (X)$0$0$0
WILLIAM R JENTES
LIFE TRUSTEE0.30Yes (X)$0$0$0
PAUL R JUDY
LIFE TRUSTEE0.10Yes (X)$0$0$0
RICHARD B KAPNICK
LIFE TRUSTEE0.10Yes (X)$0$0$0
DONALD G KEMPF JR
LIFE TRUSTEE0.10Yes (X)$0$0$0
GEORGE D KENNEDY
LIFE TRUSTEE0.10Yes (X)$0$0$0
MRS JOHN C KERN
LIFE TRUSTEE0.20Yes (X)$0$0$0
FRED A KREHBIEL
LIFE TRUSTEE0.10Yes (X)$0$0$0
CHARLES ASHBY LEWIS
LIFE TRUSTEE0.10Yes (X)$0$0$0
EVA F LICHTENBERG
LIFE TRUSTEE0.10Yes (X)$0$0$0
JOHN S LILLARD
LIFE TRUSTEE0.10Yes (X)$0$0$0
DONALD G LUBIN
LIFE TRUSTEE0.10Yes (X)$0$0$0
JOHN F MANLEY
LIFE TRUSTEE0.20Yes (X)$0$0$0
LING Z MARKOVITZ
LIFE TRUSTEE0.10Yes (X)$0$0$0
R EDEN MARTIN
LIFE TRUSTEE0.10Yes (X)$0$0$0
ARTHUR C MARTINEZ
LIFE TRUSTEE0.10Yes (X)$0$0$0
JUDITH W MCCUE
LIFE TRUSTEE0.60Yes (X)$0$0$0
LESTER H MCKEEVER
LIFE TRUSTEE0.10Yes (X)$0$0$0
DAVID E MCNEEL
LIFE TRUSTEE0.40Yes (X)$0$0$0
NEWTON N MINOW
LIFE TRUSTEE0.10Yes (X)$0$0$0
JOHN D NICHOLS
LIFE TRUSTEE0.10Yes (X)$0$0$0
JAMES J O'CONNOR
LIFE TRUSTEE0.10Yes (X)$0$0$0
WILLIAM A OSBORN
LIFE TRUSTEE0.40Yes (X)$0$0$0
MRS ALBERT PAWLICK
LIFE TRUSTEE0.20Yes (X)$0$0$0
JANE DIRENZO PIGOTT
LIFE TRUSTEE0.40Yes (X)$0$0$0
JOHN M PRATT
LIFE TRUSTEE0.10Yes (X)$0$0$0
MRS NEIL K QUINN
LIFE TRUSTEE0.10Yes (X)$0$0$0
JOHN W ROGERS JR
LIFE TRUSTEE0.30Yes (X)$0$0$0
JERRY ROSE
LIFE TRUSTEE0.10Yes (X)$0$0$0
FRANK A ROSSI
LIFE TRUSTEE0.20Yes (X)$0$0$0
CYNTHIA M SARGENT
LIFE TRUSTEE0.10Yes (X)$0$0$0
JOHN R SCHMIDT
LIFE TRUSTEE0.20Yes (X)$0$0$0
THOMAS C SHEFFIELD JR
LIFE TRUSTEE0.30Yes (X)$0$0$0
RITA SIMO
LIFE TRUSTEE0.10Yes (X)$0$0$0
ROBERT C SPOERRI
LIFE TRUSTEE0.10Yes (X)$0$0$0
CARL W STERN
LIFE TRUSTEE0.10Yes (X)$0$0$0
ROGER W STONE
LIFE TRUSTEE0.10Yes (X)$0$0$0
WILLIAM H STRONG
LIFE TRUSTEE0.10Yes (X)$0$0$0
LOUIS C SUDLER JR
LIFE TRUSTEE0.10Yes (X)$0$0$0
RICHARD L THOMAS
LIFE TRUSTEE0.20Yes (X)$0$0$0
RICHARD P TOFT
LIFE TRUSTEE0.30Yes (X)$0$0$0
PENNY VAN HORN
LIFE TRUSTEE0.40Yes (X)$0$0$0
JOHN AALBREGTSE
TRUSTEE0.60Yes (X)$0$0$0
PETER J BARACK
TRUSTEE0.40Yes (X)$0$0$0
H RIGEL BARBER
TRUSTEE0.10Yes (X)$0$0$0
RANDY LAMM BERLIN
TRUSTEE0.10Yes (X)$0$0$0
LAURENCE O BOOTH
TRUSTEE0.10Yes (X)$0$0$0
LORI BRADLEY
TRUSTEE0.10Yes (X)$0$0$0
KAY BUCKSBAUM
TRUSTEE0.10Yes (X)$0$0$0
ROBERT J BUFORD
TRUSTEE0.50Yes (X)$0$0$0
LESLIE HENNER BURNS
TRUSTEE0.50Yes (X)$0$0$0
DEBRA A CAFARO
TRUSTEE0.10Yes (X)$0$0$0
MARION A CAMERON
TRUSTEE0.10Yes (X)$0$0$0
GREGORY C CASE
TRUSTEE0.10Yes (X)$0$0$0
DAVID CASPER
TRUSTEE0.30Yes (X)$0$0$0
BRUCE E CLINTON
TRUSTEE0.20Yes (X)$0$0$0
GEORGE P COLIS
TRUSTEE0.30Yes (X)$0$0$0
KEITH S CROW
TRUSTEE0.10Yes (X)$0$0$0
DR CHRISTOPER I CULP
TRUSTEE0.20Yes (X)$0$0$0
STEPHEN V D'AMORE
TRUSTEE0.10Yes (X)$0$0$0
TIMOTHY A DUFFY
TRUSTEE0.40Yes (X)$0$0$0
MIMI DUGINGER
TRUSTEE0.20Yes (X)$0$0$0
BRIAN W DUWE
TRUSTEE0.10Yes (X)$0$0$0
J BRADLEY FEWELL
TRUSTEE0.20Yes (X)$0$0$0
RICHARD C GODFREY
TRUSTEE0.10Yes (X)$0$0$0
GRAHAM C GRADY
TRUSTEE0.10Yes (X)$0$0$0
LORI JULIAN
TRUSTEE0.70Yes (X)$0$0$0
JARED KAPLAN
TRUSTEE0.50Yes (X)$0$0$0
GERALDINE KEEFE
TRUSTEE0.20Yes (X)$0$0$0
DONNA L KENDALL
TRUSTEE0.30Yes (X)$0$0$0
JAMES KOLAR
TRUSTEE0.10Yes (X)$0$0$0
JOSEPH A KONEN
TRUSTEE0.10Yes (X)$0$0$0
RANDALL S KROSZNER
TRUSTEE0.20Yes (X)$0$0$0
JOSEF LAKONISHOK
TRUSTEE0.20Yes (X)$0$0$0
PATTY LANE
TRUSTEE0.10Yes (X)$0$0$0
BETH MANNINO
TRUSTEE0.20Yes (X)$0$0$0
MARK G MCGRATH
TRUSTEE0.40Yes (X)$0$0$0
CHRISTOPHER MELVIN
TRUSTEE0.20Yes (X)$0$0$0
RENEE METCALF
TRUSTEE0.30Yes (X)$0$0$0
MARY PIVIROTTO MURLEY
TRUSTEE0.20Yes (X)$0$0$0
SYLVIA NEIL
TRUSTEE0.20Yes (X)$0$0$0
ELIZABETH PARKER
TRUSTEE0.20Yes (X)$0$0$0
GERALD PAULING
TRUSTEE0.50Yes (X)$0$0$0
JOSE LUIS PRADO
TRUSTEE0.10Yes (X)$0$0$0
DR IRWIN PRESS
TRUSTEE0.10Yes (X)$0$0$0
COL JENNIFER N PRITZKER
TRUSTEE0.10Yes (X)$0$0$0
DR MOHAN RAO
TRUSTEE0.30Yes (X)$0$0$0
BURTON X ROSENBERG
TRUSTEE0.30Yes (X)$0$0$0
KRISTEN C ROSSI
TRUSTEE0.30Yes (X)$0$0$0
EARL J RUSNAK JR
TRUSTEE0.70Yes (X)$0$0$0
E SCOTT SANTI
TRUSTEE0.10Yes (X)$0$0$0
STEVEN E SHEBIK
TRUSTEE0.80Yes (X)$0$0$0
ALEJANDRO SILVA
TRUSTEE0.30Yes (X)$0$0$0
MARLON SMITH
TRUSTEE0.10Yes (X)$0$0$0
WALTER SNODELL
TRUSTEE0.20Yes (X)$0$0$0
DANIEL E SULLIVAN JR
TRUSTEE0.20Yes (X)$0$0$0
SCOTT SWANSON
TRUSTEE0.20Yes (X)$0$0$0
NASRIN THIERER
TRUSTEE0.20Yes (X)$0$0$0
TERRENCE J TRUAX
TRUSTEE0.30Yes (X)$0$0$0
FREDERICK H WADDELL
TRUSTEE0.50Yes (X)$0$0$0
PAUL R WIGGIN
TRUSTEE0.50Yes (X)$0$0$0
ROBERT A WISLOW
TRUSTEE0.10Yes (X)$0$0$0
STACIE M FRANK
ASSISTANT TREASURER40.00Yes (X)$260,557$0$18,946
DAVID CHAMBERS
VP FOR DEVELOPMENT (UNTIL 10/12/18)40.00Yes (X)$233,660$0$30,334
KAREN RAHN
SECRETARY40.00Yes (X)$74,496$0$16,684
VANESSA MOSS
VP FOR OPERATIONS40.00$243,332$0$41,797Yes (X)
RICCARDO MUTI
MUSIC DIRECTOR40.00$1,591,276$0$0Yes (X)
ROBERT CHEN
CONCERTMASTER40.00$515,753$0$57,945Yes (X)
JOHN SHARP
PRINCIPAL CELLO40.00$296,511$0$71,308Yes (X)
JAY K FRIEDMAN
PRINCIPAL TROMBONE40.00$292,000$0$71,049Yes (X)
STEPHEN WILLIAMSON
PRINCIPAL CLARINET40.00$296,752$0$52,114Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,333,836TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$395,194TotalOtherCompensationAmt
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$1,829,528
OPUS 3 ARTISTS
470 PARK AVE SOUTH 9TH FLOOR NORTHNEW YORKNY10016ARTIST PERFORMANCES$956,360
TRAVTOURS INCORPORATED
72171 HIGHWAY 111 SUITE 202PALM DESERTCA92260TRAVEL SERVICES$811,702
DCM INC
261 WEST 35TH STREET SUITE 600NEW YORKNY10001TELEMARKETING AND TELEFUNDRAISING$797,711
KIMCO
3445 PEACHTREE ROAD NE SUITE 1275ATLANTAGA30326JANITORAL SERVICES$715,699
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K42CntrctRcvdGreaterThan100KCnt
Fundraising$1,662,847FundraisingAmt
Government Grants$189,900GovernmentGrantsAmt
All Other Contributions$28,953,227AllOtherContributionsAmt
Noncash Contributions$12,658,644NoncashContributionsAmt
Total Contributions$30,805,974TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
TICKET SALES711130$18,538,125$18,538,125
PERFORMANCE FEES711130$6,947,186$6,947,186
OTHER PROGRAM RELATED REVENUE711130$763,983$763,058$925
FACILITY RENTAL REVENUE711130$428,899$428,899
PARKING LOT RENTAL REVENUE711130$366,788$366,788

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$672,116TotalRevenueColumnAmt
Related Or Exempt Func Income$110,644RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$157,037UnrelatedBusinessRevenueAmt
Exclusion$404,435ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$27,717,097TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,161,973TotalRevenueColumnAmt
Exclusion$6,161,973ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$272,034RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$447,870RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$175,836RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$175,836TotalRevenueColumnAmt
Unrelated Business Revenue-$175,836UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$83,303,384SecuritiesAmt
Other$2,121OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$76,260,785SecuritiesAmt
Other$18,229OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,042,599SecuritiesAmt
Other-$16,108OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,026,491TotalRevenueColumnAmt
Unrelated Business Revenue-$99,711UnrelatedBusinessRevenueAmt
Exclusion$7,126,202ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$835,854FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,662,847ContriRptFundraisingEventAmt
Fundraising Direct Expenses$651,184FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$184,670TotalRevenueColumnAmt
Exclusion$184,670ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$520,725GrossSalesOfInventoryAmt
Cost Of Goods Sold$190,673CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$330,052TotalRevenueColumnAmt
Related Or Exempt Func Income$264,087RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$65,965UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$72,050,421TotalRevenueColumnAmt
Related Or Exempt Func Income$27,051,999RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$52,545UnrelatedBusinessRevenueAmt
Exclusion$14,244,993ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$600TotalAmt
Program Services$600ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,370,490TotalAmt
Program Services$297,329ProgramServicesAmt
Management And General$969,950ManagementAndGeneralAmt
Fundraising$103,211FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$35,034,729TotalAmt
Program Services$30,749,643ProgramServicesAmt
Management And General$2,616,450ManagementAndGeneralAmt
Fundraising$1,668,636FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,601,039TotalAmt
Program Services$1,432,315ProgramServicesAmt
Management And General$104,537ManagementAndGeneralAmt
Fundraising$64,187FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,693,424TotalAmt
Program Services$3,640,375ProgramServicesAmt
Management And General$704,080ManagementAndGeneralAmt
Fundraising$348,969FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,176,656TotalAmt
Program Services$1,769,654ProgramServicesAmt
Management And General$275,257ManagementAndGeneralAmt
Fundraising$131,745FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$183,164TotalAmt
Program Services$81,355ProgramServicesAmt
Management And General$79,325ManagementAndGeneralAmt
Fundraising$22,484FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$113,006TotalAmt
Management And General$113,006ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$310,632TotalAmt
Fundraising$310,632FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,335,025TotalAmt
Management And General$1,335,025ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,598,423TotalAmt
Program Services$7,134,675ProgramServicesAmt
Management And General$1,441,466ManagementAndGeneralAmt
Fundraising$22,282FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,370,005TotalAmt
Program Services$3,925,414ProgramServicesAmt
Management And General$272,124ManagementAndGeneralAmt
Fundraising$172,467FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$737,308TotalAmt
Program Services$374,843ProgramServicesAmt
Management And General$185,653ManagementAndGeneralAmt
Fundraising$176,812FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$359,824TotalAmt
Program Services$182,932ProgramServicesAmt
Management And General$90,603ManagementAndGeneralAmt
Fundraising$86,289FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,643,373TotalAmt
Program Services$2,144,874ProgramServicesAmt
Management And General$225,791ManagementAndGeneralAmt
Fundraising$272,708FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,378,783TotalAmt
Program Services$2,244,908ProgramServicesAmt
Management And General$63,528ManagementAndGeneralAmt
Fundraising$70,347FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$147,656TotalAmt
Program Services$69,913ProgramServicesAmt
Management And General$11,891ManagementAndGeneralAmt
Fundraising$65,852FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,539,175TotalAmt
Management And General$5,539,175ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,008,214TotalAmt
Program Services$3,669,614ProgramServicesAmt
Management And General$319,976ManagementAndGeneralAmt
Fundraising$18,624FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$265,942TotalAmt
Management And General$265,942ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
CREDIT CARD FEES$632,098$544,427$87,671
MUSIC & INSTRUMENT RENT$405,638$296,940$108,698
MUSIC LICENSE FEES$322,759$322,759
EQUIPMENT RENTAL & MAIN$317,183$317,183

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,152,745TotalAmt
Program Services$363,217ProgramServicesAmt
Management And General$373,169ManagementAndGeneralAmt
Fundraising$416,359FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$78,697,891TotalAmt
Program Services$59,562,970ProgramServicesAmt
Management And General$15,095,646ManagementAndGeneralAmt
Fundraising$4,039,275FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,337,197BOYAmt
EOY$758,808EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,248,820BOYAmt
EOY$8,520,529EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$29,665,654BOYAmt
EOY$21,502,271EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$500,701BOYAmt
EOY$377,046EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$161,401BOYAmt
EOY$227,672EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,259,792BOYAmt
EOY$2,051,621EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$179,011,240LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$94,253,426LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$87,817,315BOYAmt
EOY$84,757,814EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$262,692,776BOYAmt
EOY$271,139,282EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$116,037,890BOYAmt
EOY$113,615,553EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$83,895BOYAmt
EOY$114,688EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$508,805,441BOYAmt
EOY$503,065,284EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,832,563BOYAmt
EOY$7,170,596EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,134,344BOYAmt
EOY$13,157,478EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$140,876,312BOYAmt
EOY$140,915,726EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$57,679,996BOYAmt
EOY$74,861,978EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$217,523,215BOYAmt
EOY$236,105,778EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$105,398,828BOYAmt
EOY$75,021,838EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$48,878,790BOYAmt
EOY$44,318,350EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$137,004,608BOYAmt
EOY$147,619,318EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$291,282,226BOYAmt
EOY$266,959,506EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$508,805,441BOYAmt
EOY$503,065,284EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$6,647,470ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,478,220NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$20,153,470OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,119,674CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,408,215CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,567,693CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,070,114CurrentTaxYearMinus1YearAmt
Current Tax Year$30,805,974CurrentTaxYearAmt
Total$154,971,670TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,119,674CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,408,215CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,567,693CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,070,114CurrentTaxYearMinus1YearAmt
Current Tax Year$30,805,974CurrentTaxYearAmt
Total$154,971,670TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$16,208,113SubstantialContributorsTotAmt
Public Support Total170$138,763,557PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,980,963CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,076,230CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,655,238CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,978,476CurrentTaxYearMinus1YearAmt
Current Tax Year$6,161,973CurrentTaxYearAmt
Total$25,852,880TotalAmt
FieldValueIRS element (for citing)
Total Support$180,824,550TotalSupportAmt
Gross Receipts Rltd Activities$161,171,743GrossReceiptsRltdActivitiesAmt
Public Support CY1700.76740PublicSupportCY170Pct
Public Support PY1700.74280PublicSupportPY170Pct
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$78,697,891FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$78,697,891FilingOrganizationsTotalAmt

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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$305,453,000BeginningYearBalanceAmt
Contributions$6,867,000ContributionsAmt
Investment Earnings Or Losses$3,862,000InvestmentEarningsOrLossesAmt
Other Expenditures$12,576,000OtherExpendituresAmt
End Year Balance$303,606,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.46040BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.43220PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10740TermEndowmentBalanceEOYPct
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$125,370,584OtherCostOrOtherBasisAmt
Depreciation$74,432,361DepreciationAmt
Book Value$50,938,223BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$258,036OtherCostOrOtherBasisAmt
Depreciation$248,287DepreciationAmt
Book Value$9,749BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,055,657OtherCostOrOtherBasisAmt
Depreciation$12,398,475DepreciationAmt
Book Value$1,657,182BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,851,794OtherCostOrOtherBasisAmt
Depreciation$7,174,303DepreciationAmt
Book Value$6,677,491BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$84,757,814TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS - ABSOLUTE RETURN$30,313,322F
HEDGED EQUITIES$37,784,749F
PRIVATE EQUITY$27,773,852F
REAL ASSETS$9,729,388F
BENEFICIAL INTEREST IN TRUST AND OTHER$8,014,242F
FieldValueIRS element (for citing)
Total Book Value Securities$113,615,553TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
PENSION BENEFITS$52,244,977
OTHER LONG-TERM LIABILITIES$1,082,408
INTEREST RATE SWAP CONTRACTS$21,534,593
FieldValueIRS element (for citing)
Total Liability$74,861,978TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$75,186,378TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,478,220NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$686,927DonatedServicesAndUseFcltsAmt
Revenue Not Reported$3,165,147RevenueNotReportedAmt
Revenue Subtotal$72,021,231RevenueSubtotalAmt
Investment Expenses Not Incld$1,335,025InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$1,305,835OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$29,190RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$72,050,421TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$99,509,098TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$686,927DonatedServicesUseFcltsAmt
Other Expenses Included$1,305,835OtherExpensesIncludedAmt
Expenses Not Reported$1,992,762ExpensesNotReportedAmt
Expenses Subtotal$97,516,336ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,335,025InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$20,153,470OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$18,818,445ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$78,697,891TotalExpensesPerForm990Amt

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 THE 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) -447,870. GAIN (LOSS) ON SALE OF OTHER ASSETS (PART VIII, LINE 7C(II)) -16,108. FUNDRAISING EVENT EXPENSES (PART VIII, LINE 8B + LINE 9B) -651,184. COST OF GOODS SOLD (PART VIII, LINE 10B) -190,673.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES (PART VIII, LINE 6B) 447,870. (GAIN) LOSS ON SALE OF OTHER ASSETS (PART VIII, LINE 7C(II)) 16,108. FUNDRAISING EVENT EXPENSES (PART VIII, LINE 8B + LINE 9B) 651,184. COST OF GOODS SOLD (PART VIII, LINE 10B) 190,673.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INTEREST RATE SWAP FAIR VALUE ADJUSTMENT -5,386,852. CHANGE IN PENSION PLAN ASSETS AND BENEFIT OBLIGATIONS -14,766,618.

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.$62,305,888
EAST ASIA AND THE PACIFIC02PROGRAM SERVICES$3,803,943THE CHICAGO SYMPHONY ORCHESTRA PERFORMED TWELVE CONCERTS IN FIVE ASIAN CITIES (TAIPEI, SHANGHAI, BEIJING, TOKYO AND OSAKA). THIS WAS THE ORCHESTRA'S NINTH TOUR TO ASIA AND THE 61ST INTERNATIONAL TOUR IN ITS HISTORY.
EAST ASIA AND THE PACIFIC00FUNDRAISING - PATRONS TOUR$24,674
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees2SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee2TotalEmployeeCnt
Subtotal Spent$66,134,505SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$66,134,505TotalSpentAmt
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

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$1,023,621GrossReceiptsAmt
Retained By Contractor$310,632RetainedByContractorAmt
Net To Organization$712,989NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$1,023,621TotalGrossReceiptsAmt
Total Retained By Contractors$310,632TotalRetainedByContractorsAmt
Total Net To Organization$712,989TotalNetToOrganizationAmt
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$1,296,969GrossReceiptsEvent1Amt
Charitable Contri Event1$890,898CharitableContriEvent1Amt
Gross Revenue Event1$406,071GrossRevenueEvent1Amt
Non Cash Prizes Event1$20,250NonCashPrizesEvent1Amt
Rent Facility Costs Event1$8,288RentFacilityCostsEvent1Amt
Food And Beverage Event1$195,866FoodAndBeverageEvent1Amt
Entertainment Event1$15,600EntertainmentEvent1Amt
Other Direct Expenses Event1$135,026OtherDirectExpensesEvent1Amt
Event2CORPORATE NIGHTEvent2Nm
Gross Receipts Event2$1,051,427GrossReceiptsEvent2Amt
Charitable Contri Event2$719,525CharitableContriEvent2Amt
Gross Revenue Event2$331,902GrossRevenueEvent2Amt
Rent Facility Costs Event2$12,432RentFacilityCostsEvent2Amt
Food And Beverage Event2$65,562FoodAndBeverageEvent2Amt
Entertainment Event2$1,200EntertainmentEvent2Amt
Other Direct Expenses Event2$25,945OtherDirectExpensesEvent2Amt
Other Events Total7OtherEventsTotalCnt
Gross Receipts Other Events$150,305GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$52,424CharitableContriOtherEventsAmt
Gross Revenue Other Events$97,881GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$5,379NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$2,004RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$74,048FoodAndBeverageOtherEventsAmt
Entertainment Other Events$31,802EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$57,782OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,498,701GrossReceiptsTotalAmt
Charitable Contributions Tot$1,662,847CharitableContributionsTotAmt
Gross Revenue Total Events$835,854GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$25,629NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$22,724RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$335,476FoodAndBeverageTotalEventsAmt
Entertainment Total Events$48,602EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$218,753OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$651,184DirectExpenseSummaryEventsAmt
Net Income Summary$184,670NetIncomeSummaryAmt

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 Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JEFF ALEXANDER
PRESIDENT$516,537$0$0$0$12,962$0$11,800$0$23,217$0$564,516$0$0$0
STACIE M FRANK
ASSISTANT TREASURER$260,295$0$0$0$262$0$10,706$0$8,240$0$279,503$0$0$0
DAVID CHAMBERS
VP FOR DEVELOPMENT (UNTIL 10/12/18)$233,322$0$0$0$338$0$10,175$0$20,159$0$263,994$0$0$0
VANESSA MOSS
VP FOR OPERATIONS$242,261$0$0$0$1,071$0$13,882$0$27,915$0$285,129$0$0$0
RICCARDO MUTI
MUSIC DIRECTOR$1,591,276$0$0$0$0$0$0$0$0$0$1,591,276$0$0$0
ROBERT CHEN
CONCERTMASTER$514,970$0$0$0$783$0$20,471$0$37,474$0$573,698$0$0$0
JOHN SHARP
PRINCIPAL CELLO$295,116$0$0$0$1,395$0$37,293$0$34,015$0$367,819$0$0$0
JAY K FRIEDMAN
PRINCIPAL TROMBONE$288,925$0$0$0$3,075$0$43,334$0$27,715$0$363,049$0$0$0
STEPHEN WILLIAMSON
PRINCIPAL CLARINET$296,003$0$0$0$749$0$16,540$0$35,574$0$348,866$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationCHARTER TRAVEL IS PROVIDED FOR ALL EMPLOYEES DURING CERTAIN FOREIGN AND DOMESTIC TOURS WHEN DEEMED MORE ECONOMICAL.ExplanationTxt

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 MaintAdequateBooksAndRecMaintInd
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)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER NAME: ILLINOIS FINANCE AUTHORITY-PART II-COL A DATE THE REBATE COMPUTATION WAS PERFORMED: 05/20/2013 ISSUER NAME: ILLINOIS FINANCE AUTHORITY-PART II-COL B DATE THE REBATE COMPUTATION WAS PERFORMED: 06/01/2018
SCHEDULE K SUPPLENTAL INFORMATIONPART I, LINE A, COLUMN (F): THE BONDS WERE ISSUED TO (I) REFINANCE A LINE OF CREDIT TO THE CHICAGO SYMPHONY ORCHESTRA (THE SYMPHONY) FROM THE NORTHERN TRUST COMPANY (THE LINE OF CREDIT) AND PAY OR REIMBURSE THE SYMPHONY FOR CERTAIN COSTS RELATING TO THE CONVERSION OF THE INTEREST RATE MODE (THE SERIES 2002 CONVERSION) ON THE $80,650,000 ORIGINAL AGGREGATE PRINCIPAL AMOUNT OF THE ILLINOIS EDUCATIONAL FACILITIES AUTHORITY REVENUE REFUNDING BONDS, CHICAGO SYMPHONY ORCHESTRA, SERIES 2002 (THE SERIES 2002 BONDS) AND (II) PAY A PORTION OF THE INTEREST ON THE BONDS AND CERTAIN COSTS OF ISSUANCE OF THE BONDS (INCLUDING CREDIT ENHANCEMENT). THE PROCEEDS OF THE LINE OF CREDIT WERE USED TO FINANCE A PORTION OF THE COSTS OF (I) FINANCING THE MANDATORY PURCHASE OF THE SERIES 2002 BONDS BY THE SYMPHONY IN CONNECTION WITH THE SERIES 2002 CONVERSION, (II) PAYING CERTAIN COSTS AND EXPENSES RELATED TO (A) THE INCURRENCE AND MAINTENANCE OF THE LINE OF CREDIT, AND (B) THE SERIES 2002 CONVERSION, AND (III) PAYING ACCRUED INTEREST ON THE LINE OF CREDIT. THE SERIES 2002 BONDS WERE ISSUED ON DECEMBER 19, 2002 TO REFUND ALL OF THE $77,900,000 ORIGINAL AGGREGATE PRINCIPAL AMOUNT OF THE ILLINOIS DEVELOPMENT FINANCE AUTHORITY VARIABLE/FIXED RATE DEMAND REVENUE BONDS, SERIES 1996 (CHICAGO SYMPHONY ORCHESTRA PROJECT) (THE SERIES 1996 BONDS), (II) PAY A PORTION OF INTEREST ON THE SERIES 2002 BONDS, AND (III) PAY A PORTION OF COSTS OF ISSUANCE (INCLUDING BOND INSURANCE PREMIUM). THE 1996 BONDS WERE ISSUED ON JUNE 12, 1996 TO (I) FINANCE, REFINANCE AND REIMBURSE THE SYMPHONY FOR CERTAIN COSTS RELATING TO THE RENOVATION AND EXPANSION OF ORCHESTRA HALL AND SURROUNDING PROPERTIES, (II) PAY A PORTION OF INTEREST ON THE SERIES 1996 BONDS, (III) PAY OR REIMBURSE THE SYMPHONY FOR A PORTION OF THE INTEREST ON THE $50,000,000 ILLINOIS DEVELOPMENT FINANCE AUTHORITY VARIABLE/FIXED RATE DEMAND REVENUE BONDS, SERIES 1994 (CHICAGO SYMPHONY ORCHESTRA PROJECT), AND (IV) PAY CERTAIN COSTS RELATING TO LETTERS OF CREDIT AND COSTS OF ISSUANCE. SCHEDULE K, SUPPLEMENTAL INFORMATION: PART I, LINE B, COLUMN (F): THE BONDS WERE ISSUED TO CURRENTLY REFUND THE $50,000,000 ORIGINAL AGGREGATE PRINCIPAL AMOUNT ILLINOIS DEVELOPMENT FINANCE AUTHORITY VARIABLE/FIXED RATE DEMAND REVENUE BONDS, SERIES 1994 (CHICAGO SYMPHONY ORCHESTRA PROJECT) (THE SERIES 1994 BONDS). THE SERIES 1994 BONDS WERE ISSUED ON JUNE 23, 1994. THE SERIES 1994 BONDS WERE ISSUED TO (I) FINANCE OR REIMBURSE A PORTION OF THE COSTS OF FACILITIES OF THE SYMPHONY ( THE PRIOR PROJECT), (II) REFINANCE A LOAN MADE FROM THE NORTHERN TRUST COMPANY TO THE SYMPHONY FOR THE PURPOSE OF PAYING THE COSTS OF A FEASIBILITY STUDY RELATING TO THE PRIOR PROJECT AND FUNDING AN EARNEST MONEY DEPOSIT RELATING TO THE ACQUISITION OF CERTAIN REAL ESTATE ON WHICH A PORTION OF THE PRIOR PROJECT IS NOW LOCATED, (III) REFINANCE A LOAN MADE FROM THE NORTHERN TRUST COMPANY AND THE SANWA BANK, LIMITED, ACTING THROUGH ITS CHICAGO BRANCH, TO THE SYMPHONY FOR THE PURPOSE OF PAYING THE COSTS OF THE ACQUISITION OF REAL ESTATE (INCLUDING BUILDINGS LOCATED THEREON) ON WHICH A PORTION OF THE PRIOR PROJECT IS NOW LOCATED, (IV) FINANCE THE PAYMENT OF A PORTION OF THE INTEREST ON THE SERIES 1994 BONDS DURING THE PERIOD OF COMPLETION OF THE PRIOR PROJECT, (V) PAY CERTAIN COSTS RELATING TO THE ISSUANCE AND MAINTENANCE OF A CREDIT FACILITY DURING THE PERIOD OF COMPLETION OF THE PRIOR PROJECT AND (VI) PAY CERTAIN COSTS RELATING TO THE ISSUANCE OF THE SERIES 1994 BONDS.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution80ContributionCnt
Noncash Contributions Rpt F990$12,424,121NoncashContributionsRptF990Amt
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)AIRFARE MILES1$206,400FAIR MARKET VALUE
Yes (X)COUGH DROPS1$28,123FAIR 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 VI, SECTION A, LINE 2BUSINESS RELATIONSHIP 1: DAVID P. HACKETT, BETH MANNINO BUSINESS RELATIONSHIP 2: ALEJANDRO SILVA, JOSE LUIS PRADO BUSINESS RELATIONSHIP 3: JAY L. HENDERSON, E. SCOTT SANTI BUSINESS RELATIONSHIP 4: RICHARD C. GODFREY, KEITH S. CROW BUSINESS RELATIONSHIP 5: DEBORA DE HOYOS, JOHN R. SCHMIDT BUSINESS RELATIONSHIP 6: FREDERICK A. KREHBIEL, DONALD G. LUBIN BUSINESS RELATIONSHIP 7: JAY L. HENDERSON, JOSE LUIS PRADO, FREDERICK H. WADDELL BUSINESS RELATIONSHIP 8: DEBRA A. CAFARO, SCOTT C. SWANSON BUSINESS RELATIONSHIP 9: GERALD L. PAULING II, BURTON X. ROSENBERG BUSINESS RELATIONSHIP 10: WALTER CARLSON (SPOUSE OF DEBORA DE HOYOS) CHARLES W. DOUGLAS, R. EDEN MARTIN, NEWTON N. MINOW
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. AT ITS SPRING MEETING, THE BOARD OF TRUSTEES WAS REMINDED OF THE AUDIT COMMITTEE'S RESPONSIBILITY TO REVIEW AND APPROVE THE ANNUAL TAX RETURNS. THE 2018 FORM 990 AND FORM 990-T WERE REVIEWED AND APPROVED AT THE APRIL 28, 2020 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. 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 1, 2018, 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 1, 2018, 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 IX, LINE 11GGUEST CONDUCTORS, ARTISTS AND COMPOSERS: PROGRAM SERVICE EXPENSES 6,254,111. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,771. TOTAL EXPENSES 6,255,882. OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 880,564. MANAGEMENT AND GENERAL EXPENSES 1,441,466. FUNDRAISING EXPENSES 20,511. TOTAL EXPENSES 2,342,541.
FORM 990, PART XI, LINE 9:INTEREST RATE SWAP FAIR VALUE ADJUSTMENTS -5,386,852. CHANGES IN PENSION PLAN ASSETS AND BENEFIT OBLIGATIONS -14,766,618.