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CHICAGO SYMPHONY ORCHESTRA: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CHICAGO SYMPHONY ORCHESTRA (EIN 36-2167823)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-14
IRS object ID
201931349349310748
Schema version
2017v2.3
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)
Return2019-05-14T21:24:56-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonZACK FORTSCHPreparerPersonNm
PTINP00052725PTIN
Phone3126343400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.98.98.9IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm19:04:01IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFE75EC28A6F55E04932F832AF79F9690BAD16F9DAtSubmissionCreationDeviceId
At Submission Filing Device Id8C7237D2AFEDFB09D88626A2D3FB2BC60A40D8C2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$163,725,264GrossReceiptsAmt
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 Employee1209TotalEmployeeCnt
Total Volunteers900TotalVolunteersCnt
Total Gross UBI-$280,567TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$271,380NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$23,567,693PYContributionsGrantsAmt
CY Contributions Grants$35,070,114CYContributionsGrantsAmt
PY Program Service Revenue$30,137,785PYProgramServiceRevenueAmt
CY Program Service Revenue$32,900,867CYProgramServiceRevenueAmt
PY Investment Income$25,489,934PYInvestmentIncomeAmt
CY Investment Income$13,601,192CYInvestmentIncomeAmt
PY Other Revenue$488,322PYOtherRevenueAmt
CY Other Revenue$247,905CYOtherRevenueAmt
PY Total Revenue$79,683,734PYTotalRevenueAmt
CY Total Revenue$81,820,078CYTotalRevenueAmt
PY Grants And Similar Paid$83,082PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$16,797CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$46,596,214PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$47,366,092CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$498,090PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$465,361CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,059,024CYTotalFundraisingExpenseAmt
PY Other Expenses$32,492,232PYOtherExpensesAmt
CY Other Expenses$33,491,182CYOtherExpensesAmt
PY Total Expenses$79,669,618PYTotalExpensesAmt
CY Total Expenses$81,339,432CYTotalExpensesAmt
PY Revenues Less Expenses$14,116PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$480,646CYRevenuesLessExpensesAmt
Total Assets BOY$499,889,304TotalAssetsBOYAmt
Total Assets EOY$508,805,441TotalAssetsEOYAmt
Total Liabilities BOY$232,617,343TotalLiabilitiesBOYAmt
Total Liabilities EOY$217,523,215TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$267,271,961NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$291,282,226NetAssetsOrFundBalancesEOYAmt
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$50,954,309ExpenseAmt
Revenue$26,842,892RevenueAmt
DescCHICAGO SYMPHONY ORCHESTRA CONCERTS - DURING THE 2017/18 SEASON, THE CSO PRESENTED 139 PAID AND FREE CONCERT PROGRAMS FOR APPROXIMATELY 278,000 PATRONS. THE CSO PREMIERED THREE WORKS, INCLUDING COMPOSITIONS BY MEAD COMPOSER-IN-RESIDENCE ELIZABETH OGONEK AND CSO VIOLA SECTION MEMBER MAX RAIMI. TWO MAJOR U.S TOURS TO BOTH THE EAST AND WEST COASTS INCLUDED 17 CONCERTS IN 12 CITIES. THE FREE CONCERT FOR CHICAGO LED BY MAESTRO MUTI AT LANE TECHNICAL COLLEGE PREPARATORY HIGH SCHOOL ON CHICAGO'S NORTH SIDE DREW A CAPACITY AUDIENCE OF OVER 2,600 PEOPLE. THROUGHOUT THE SEASON, THE CSO CELEBRATED MASTERWORKS BY ICONIC COMPOSERS, INCLUDING TCHAIKOVSKY, MAHLER, AND BERNSTEIN. THE ORCHESTRA PERFORMED THREE CONCERTS AT WHEATON COLLEGE'S EDMAN MEMORIAL CHAPEL, AND 18 CONCERTS AT RAVINIA PARK AS PART OF THE ANNUAL SUMMER RESIDENCY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$5,170,759ExpenseAmt
Revenue$3,868,493RevenueAmt
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. FORTY-SIX CONCERTS WERE PRESENTED DURING THE SEASON, WITH MORE THAN 71,000 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$2,813,823ExpenseAmt
Revenue$422,499RevenueAmt
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 17/18 SEASON, THE INSTITUTE REACHED APPROXIMATELY 56,000 PEOPLE THROUGH 206 EVENTS WHICH INCLUDED PAID AND FREE CONCERTS, OPEN REHEARSALS, WORKSHOPS AND OTHER PROGRAMS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)

ExpenseExpenseAmtDescDescRevenueRevenueAmtGrantGrantAmt
$129,061RETAIL SALES - MUSIC-RELATED MERCHANDISE IS AVAILABLE FOR PURCHASE AT THE SYMPHONY STORE.
$168,373RENTALS AND COMMISSIONS - A CLUB IS AVAILABLE TO DONORS FOR DINING PRIOR TO CSO CONCERTS.
$1,021,235RENTALS AND COMMISSIONS - PERFORMANCE SPACE PROVIDED TO CHICAGOLAND ARTS ORGANIZATIONS.$797,965
$438,758RENTALS AND COMMISSIONS - A RESTAURANT AND CONCESSIONS ARE PROVIDED FOR AUDIENCES ATTENDING CONCERTS.$355,594
$137,681RENTALS AND COMMISSIONS - PARKING LOT PROVIDED FOR AUDIENCES' CONVENIENCE TO ATTEND CONCERTS.$402,500
$692,443MEDIA AND ROYALTY - RADIO BROADCAST SERIES, IN-HOUSE RECORDING LABEL, AUDIO RECORDINGS IN COMPACT DISC AND DIGITAL DOWNLOAD FORMATS.$125,240
$2,254,255CIVIC ORCHESTRA CONCERTS -- IN THE 17/18 SEASON, THE CIVIC ORCHESTRA - THE ONLY PRE-PROFESSIONAL TRAINING ORCHESTRA OF ITS TYPE ASSOCIATED WITH A MAJOR AMERICAN ORCHESTRA - PRESENTED A SERIES OF SIX CONCERTS IN ORCHESTRA HALL, THE FOURTH ANNUAL BACH MARATHON, AND CONCERTS AT THE SOUTH SHORE CULTURAL CENTER AND NICHOLAS SENN HIGH SCHOOL. THE SEASON BEGAN WITH A RESIDENCY AT DEPAUW UNIVERSITY, WHERE THE CIVIC ORCHESTRA PERFORMED WITH YO-YO MA AS SOLOIST AND OFFERED NUMEROUS CHAMBER PERFORMANCES IN COMMUNITIES AND SURROUNDING THE UNIVERSITY. IN TOTAL, MORE THAN 16,000 PEOPLE ATTENDED FREE, FULL ORCHESTRA AND CHAMBER CONCERTS PRESENTED BY THE CIVIC ORCHESTRA DURING THE 17/18 SEASON.THE CIVIC FELLOWS, A GROUP OF 14 CIVIC ORCHESTRA MUSICIANS WHO ENGAGE IN ADDITIONAL ARTISTIC AND PROFESSIONAL DEVELOPMENT, LED COMMUNITY ENGAGEMENT PROJECTS THROUGHOUT THE METROPOLITAN AREA, MENTORED YOUNG MUSICIANS AT THE PEOPLE'S MUSIC SCHOOL, PERFORMED AT NUMEROUS SCHOOLS THROUGHOUT GREATER CHICAGO AND COLLABORATED WITH STUDENTS TO CREATE NEW ARTWORK, PARTICIPATED IN THE CSO'S INITIATIVE FOR A MORE PEACEFUL CHICAGO, AND PRESENTED THE NEW MUSIC WORKSHOP.$85,684$16,797
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,841,806TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$16,797TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,766,983TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$63,780,697TotalProgramServiceExpensesAmt
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 OrganizationsYes (1)GrantsToOrganizationsInd
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 Document195IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1209EmployeeCnt
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
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
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 (152 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)$505,344$0$32,197
HELEN ZELL
CHAIRMAN1.80Yes (X)Yes (X)$0$0$0
MARY LOUISE GORNO
VICE CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
ROBERT A KOHL
VICE CHAIRMAN1.10Yes (X)Yes (X)$0$0$0
LIISA THOMAS
VICE CHAIRMAN1.10Yes (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 TRUSTEE0.40Yes (X)$0$0$0
RICHARD H COOPER
LIFE TRUSTEE0.10Yes (X)$0$0$0
JAMES S CROWN
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 TRUSTEE0.20Yes (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 TRUSTEE0.30Yes (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 TRUSTEE0.20Yes (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
MRS RICHARD H GOTTLIEB
LIFE TRUSTEE0.10Yes (X)$0$0$0
CHESTER A GOUGIS
LIFE TRUSTEE0.30Yes (X)$0$0$0
RICHARD GRAY
LIFE TRUSTEE0.10Yes (X)$0$0$0
MARY WINTON GREEN
LIFE TRUSTEE0.30Yes (X)$0$0$0
DIETRICH GROSS
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 TRUSTEE0.20Yes (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 TRUSTEE0.10Yes (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 TRUSTEE0.30Yes (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 TRUSTEE0.50Yes (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 TRUSTEE0.20Yes (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 TRUSTEE0.20Yes (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 TRUSTEE0.30Yes (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 TRUSTEE0.20Yes (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 TRUSTEE0.50Yes (X)$0$0$0
PENNY VAN HORN
LIFE TRUSTEE0.50Yes (X)$0$0$0
JOHN AALBREGTSE
TRUSTEE0.60Yes (X)$0$0$0
H RIGEL BARBER
TRUSTEE0.10Yes (X)$0$0$0
M CHERIF BASSIOUNI
TRUSTEE0.10Yes (X)$0$0$0
RANDY LAMM BERLIN
TRUSTEE0.10Yes (X)$0$0$0
LAURENCE O BOOTH
TRUSTEE0.10Yes (X)$0$0$0
KAY BUCKSBAUM
TRUSTEE0.10Yes (X)$0$0$0
ROBERT J BUFORD
TRUSTEE0.10Yes (X)$0$0$0
LESLIE HENNER BURNS
TRUSTEE0.40Yes (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
TRUSTEE0.10Yes (X)$0$0$0
BRUCE E CLINTON
TRUSTEE0.20Yes (X)$0$0$0
GEORGE P COLIS
TRUSTEE0.20Yes (X)$0$0$0
DR CHRISTOPER I CULP
TRUSTEE0.20Yes (X)$0$0$0
TIMOTHY A DUFFY
TRUSTEE0.10Yes (X)$0$0$0
MIMI DUGINGER
TRUSTEE0.20Yes (X)$0$0$0
BRIAN W DUWE
TRUSTEE0.10Yes (X)$0$0$0
RAJIV FERNANDO
TRUSTEE0.20Yes (X)$0$0$0
J BRADLEY FEWELL
TRUSTEE0.10Yes (X)$0$0$0
RICHARD C GODFREY
TRUSTEE0.10Yes (X)$0$0$0
GRAHAM C GRADY
TRUSTEE0.10Yes (X)$0$0$0
JOYCE T GREEN
TRUSTEE0.40Yes (X)$0$0$0
DAVID P HACKETT
TRUSTEE0.10Yes (X)$0$0$0
LORI JULIAN
TRUSTEE0.80Yes (X)$0$0$0
JARED KAPLAN
TRUSTEE0.40Yes (X)$0$0$0
DONNA L KENDALL
TRUSTEE0.10Yes (X)$0$0$0
JAMES KOLAR
TRUSTEE0.10Yes (X)$0$0$0
JOSEPH A KONEN
TRUSTEE0.50Yes (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
MARK J LARSON
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
TRUSTEE0.10Yes (X)$0$0$0
MARY PIVIROTTO MURLEY
TRUSTEE0.30Yes (X)$0$0$0
SYLVIA NEIL
TRUSTEE0.30Yes (X)$0$0$0
ELIZABETH PARKER
TRUSTEE0.20Yes (X)$0$0$0
GERALD PAULING
TRUSTEE0.60Yes (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
TRUSTEE0.10Yes (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
TRUSTEE0.80Yes (X)$0$0$0
E SCOTT SANTI
TRUSTEE0.10Yes (X)$0$0$0
STEVEN E SHEBIK
TRUSTEE0.60Yes (X)$0$0$0
ALEJANDRO SILVA
TRUSTEE0.40Yes (X)$0$0$0
WALTER SNODELL
TRUSTEE0.20Yes (X)$0$0$0
DANIEL E SULLIVAN JR
TRUSTEE0.10Yes (X)$0$0$0
SCOTT SWANSON
TRUSTEE0.20Yes (X)$0$0$0
NASRIN THIERER
TRUSTEE0.30Yes (X)$0$0$0
TERRENCE J TRUAX
TRUSTEE0.20Yes (X)$0$0$0
WILLIAM A VON HOENE JR
TRUSTEE0.10Yes (X)$0$0$0
FREDERICK H WADDELL
TRUSTEE0.50Yes (X)$0$0$0
PAUL R WIGGIN
TRUSTEE0.20Yes (X)$0$0$0
ROBERT A WISLOW
TRUSTEE0.10Yes (X)$0$0$0
STACIE M FRANK
ASSISTANT TREASURER (AS OF 4/11/17)40.00Yes (X)$186,191$0$14,205
DAVID CHAMBERS
VP FOR DEVELOPMENT (AS OF 10/23/17)40.00Yes (X)$53,824$0$6,060
KAREN RAHN
SECRETARY40.00Yes (X)$70,502$0$14,940
VANESSA MOSS
VP FOR OPERATIONS40.00$239,059$0$41,071Yes (X)
RICCARDO MUTI
MUSIC DIRECTOR40.00$1,263,490$0$0Yes (X)
ROBERT CHEN
CONCERTMASTER40.00$510,459$0$55,211Yes (X)
JOHN SHARP
PRINCIPAL CELLO40.00$314,334$0$65,422Yes (X)
DAVID HERBERT
PRINCIPAL TIMPANI40.00$290,492$0$54,043Yes (X)
STEPHEN WILLIAMSON
PRINCIPAL CLARINET40.00$327,726$0$48,399Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,761,421TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$331,548TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K137IndivRcvdGreaterThan100KCnt
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$2,264,240
OPUS 3 ARTISTS
470 PARK AVE SOUTH 9TH FLOOR NORTHNEW YORKNY10016ARTIST PERFORMANCES$760,300
DCM INC
330 W 38TH STREET SUITE 207NEW YORKNY10018TELEMARKETING AND TELEFUNDRAISING$741,962
KIMCO
6055 LAKESIDE COMMONS SUITE 440MACONGA31210JANITORIAL$697,528
CHICAGO TRIBUNE
14839 COLLECTIONS CENTER DRIVECHICAGOIL606930148ADVERTISING$605,321
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K37CntrctRcvdGreaterThan100KCnt
Fundraising$1,563,238FundraisingAmt
Government Grants$188,600GovernmentGrantsAmt
All Other Contributions$33,318,276AllOtherContributionsAmt
Noncash Contributions$4,246,741NoncashContributionsAmt
Total Contributions$35,070,114TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
TICKET SALES711190$23,280,242$23,280,242
PERFORMANCE FEES711190$6,912,742$6,912,742
OTHER PROGRAM RELATED REVENUE711190$970,306$919,906$50,400
FACILITY RENTAL REVENUE711190$797,965$797,965
PARKING LOT RENTAL REVENUE711190$402,500$402,500

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$537,112TotalRevenueColumnAmt
Related Or Exempt Func Income$77,706RelatedOrExemptFuncIncomeAmt
Exclusion$459,406ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$32,900,867TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,978,476TotalRevenueColumnAmt
Exclusion$4,978,476ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$205,263RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$459,091RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$253,828RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$253,828TotalRevenueColumnAmt
Unrelated Business Revenue-$253,828UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$89,240,049SecuritiesAmt
Other$703OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$80,603,352SecuritiesAmt
Other$14,684OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$8,636,697SecuritiesAmt
Other-$13,981OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,622,716TotalRevenueColumnAmt
Unrelated Business Revenue-$96,990UnrelatedBusinessRevenueAmt
Exclusion$8,719,706ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$935,878FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,563,238ContriRptFundraisingEventAmt
Fundraising Direct Expenses$646,617FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$289,261TotalRevenueColumnAmt
Exclusion$289,261ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$393,914GrossSalesOfInventoryAmt
Cost Of Goods Sold$181,442CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$212,472TotalRevenueColumnAmt
Related Or Exempt Func Income$142,221RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$70,251UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$81,820,078TotalRevenueColumnAmt
Related Or Exempt Func Income$32,130,782RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$280,567UnrelatedBusinessRevenueAmt
Exclusion$14,899,749ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$16,797TotalAmt
Program Services$16,797ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,403,107TotalAmt
Management And General$1,182,673ManagementAndGeneralAmt
Fundraising$220,434FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$37,170,361TotalAmt
Program Services$33,351,092ProgramServicesAmt
Management And General$2,236,273ManagementAndGeneralAmt
Fundraising$1,582,996FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,681,704TotalAmt
Program Services$1,568,637ProgramServicesAmt
Management And General$63,120ManagementAndGeneralAmt
Fundraising$49,947FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,828,827TotalAmt
Program Services$3,911,910ProgramServicesAmt
Management And General$593,629ManagementAndGeneralAmt
Fundraising$323,288FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,282,093TotalAmt
Program Services$1,879,915ProgramServicesAmt
Management And General$263,488ManagementAndGeneralAmt
Fundraising$138,690FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$410,705TotalAmt
Program Services$139,554ProgramServicesAmt
Management And General$271,151ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$112,375TotalAmt
Management And General$112,375ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$465,361TotalAmt
Fundraising$465,361FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,371,195TotalAmt
Management And General$1,371,195ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,388,192TotalAmt
Program Services$8,598,565ProgramServicesAmt
Management And General$768,702ManagementAndGeneralAmt
Fundraising$20,925FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,203,528TotalAmt
Program Services$3,812,426ProgramServicesAmt
Management And General$275,254ManagementAndGeneralAmt
Fundraising$115,848FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$755,306TotalAmt
Program Services$600,700ProgramServicesAmt
Management And General$47,215ManagementAndGeneralAmt
Fundraising$107,391FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$381,630TotalAmt
Program Services$198,154ProgramServicesAmt
Management And General$91,738ManagementAndGeneralAmt
Fundraising$91,738FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,506,566TotalAmt
Program Services$2,022,159ProgramServicesAmt
Management And General$216,145ManagementAndGeneralAmt
Fundraising$268,262FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,075,569TotalAmt
Program Services$1,935,517ProgramServicesAmt
Management And General$56,696ManagementAndGeneralAmt
Fundraising$83,356FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$119,286TotalAmt
Program Services$65,105ProgramServicesAmt
Management And General$41,502ManagementAndGeneralAmt
Fundraising$12,679FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,251,393TotalAmt
Management And General$5,251,393ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,006,903TotalAmt
Program Services$3,745,526ProgramServicesAmt
Management And General$224,130ManagementAndGeneralAmt
Fundraising$37,247FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$260,246TotalAmt
Program Services$5,696ProgramServicesAmt
Management And General$254,550ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
CREDIT CARD FEES$706,615$640,706$65,909
MUSIC LICENSE FEES$372,466$269,102$103,364
MUSIC & INSTRUMENT RENT$356,821$356,821
EQUIPMENT RENTAL & MAIN$343,195$343,195

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$869,191TotalAmt
Program Services$319,120ProgramServicesAmt
Management And General$75,118ManagementAndGeneralAmt
Fundraising$474,953FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$81,339,432TotalAmt
Program Services$63,780,697ProgramServicesAmt
Management And General$13,499,711ManagementAndGeneralAmt
Fundraising$4,059,024FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,770,835BOYAmt
EOY$3,337,197EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,745,385BOYAmt
EOY$6,248,820EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,239,139BOYAmt
EOY$29,665,654EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$381,052BOYAmt
EOY$500,701EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$144,358BOYAmt
EOY$161,401EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,187,594BOYAmt
EOY$2,259,792EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$178,106,483LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$90,289,168LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$90,996,455BOYAmt
EOY$87,817,315EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$268,076,394BOYAmt
EOY$262,692,776EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$105,348,092BOYAmt
EOY$116,037,890EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$83,895EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$499,889,304BOYAmt
EOY$508,805,441EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,819,815BOYAmt
EOY$5,832,563EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,468,756BOYAmt
EOY$13,134,344EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$144,993,973BOYAmt
EOY$140,876,312EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$69,334,799BOYAmt
EOY$57,679,996EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$232,617,343BOYAmt
EOY$217,523,215EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$91,811,822BOYAmt
EOY$105,398,828EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$41,294,624BOYAmt
EOY$48,878,790EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$134,165,515BOYAmt
EOY$137,004,608EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$267,271,961BOYAmt
EOY$291,282,226EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$499,889,304BOYAmt
EOY$508,805,441EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$480,646ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$13,520,246NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$10,009,373OtherChangesInNetAssetsAmt
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$56,685,142CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,119,674CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,408,215CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,567,693CurrentTaxYearMinus1YearAmt
Current Tax Year$35,070,114CurrentTaxYearAmt
Total$180,850,838TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,685,142CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,119,674CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,408,215CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,567,693CurrentTaxYearMinus1YearAmt
Current Tax Year$35,070,114CurrentTaxYearAmt
Total$180,850,838TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$28,261,261SubstantialContributorsTotAmt
Public Support Total170$152,589,577PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,887,803CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,980,963CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,076,230CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,655,238CurrentTaxYearMinus1YearAmt
Current Tax Year$4,978,476CurrentTaxYearAmt
Total$24,578,710TotalAmt
FieldValueIRS element (for citing)
Total Support$205,429,548TotalSupportAmt
Gross Receipts Rltd Activities$162,533,422GrossReceiptsRltdActivitiesAmt
Public Support CY1700.74280PublicSupportCY170Pct
Public Support PY1700.73560PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

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$81,339,432FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$81,339,432FilingOrganizationsTotalAmt

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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$261,662,000BeginningYearBalanceAmt
Contributions$16,536,000ContributionsAmt
Investment Earnings Or Losses$43,839,000InvestmentEarningsOrLossesAmt
Other Expenditures$16,564,000OtherExpendituresAmt
Administrative Expenses$20,000AdministrativeExpensesAmt
End Year Balance$305,453,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.48290BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.41020PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10690TermEndowmentBalanceEOYPct
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$125,270,781OtherCostOrOtherBasisAmt
Depreciation$71,475,615DepreciationAmt
Book Value$53,795,166BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$258,036OtherCostOrOtherBasisAmt
Depreciation$228,787DepreciationAmt
Book Value$29,249BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,379,739OtherCostOrOtherBasisAmt
Depreciation$11,778,171DepreciationAmt
Book Value$1,601,568BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,722,758OtherCostOrOtherBasisAmt
Depreciation$6,806,595DepreciationAmt
Book Value$6,916,163BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$87,817,315TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS - ABSOLUTE RETURN$33,778,318F
HEDGED EQUITIES$39,999,294F
PRIVATE EQUITY$21,066,331F
REAL ASSETS$13,242,804F
BENEFICIAL INTEREST IN TRUST AND OTHER$7,951,143F
FieldValueIRS element (for citing)
Total Book Value Securities$116,037,890TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
PENSION BENEFITS$40,432,188
OTHER LONG-TERM LIABILITIES$1,100,067
INTEREST RATE SWAP CONTRACTS$16,147,741
FieldValueIRS element (for citing)
Total Liability$57,679,996TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$106,561,400TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$13,520,246NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,281,766DonatedServicesAndUseFcltsAmt
Other Revenue$10,009,373OtherRevenueAmt
Revenue Not Reported$24,811,385RevenueNotReportedAmt
Revenue Subtotal$81,750,015RevenueSubtotalAmt
Investment Expenses Not Incld$1,371,195InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$1,301,132OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$70,063RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$81,820,078TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$82,551,135TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,281,766DonatedServicesUseFcltsAmt
Other Expenses Included$1,301,132OtherExpensesIncludedAmt
Expenses Not Reported$2,582,898ExpensesNotReportedAmt
Expenses Subtotal$79,968,237ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,371,195InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$1,371,195ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$81,339,432TotalExpensesPerForm990Amt

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 IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE UNLESS IT HAS INCOME FROM UNRELATED BUSINESS ACTIVITIES. 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 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AT JUNE 30, 2018 AND 2017, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. THE CORPORATION FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF ILLINOIS. THE CORPORATION IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE THE FISCAL YEAR ENDED JUNE 30, 2015.
PART XI, LINE 2D - OTHER ADJUSTMENTS:INTEREST RATE SWAP FAIR VALUE ADJUSTMENT 5,558,735. CHANGE IN PENSION PLAN ASSETS AND BENEFIT OBLIGATIONS 4,450,638.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RENTAL EXPENSES (PART VIII, LINE 6B) -459,091. GAIN (LOSS) ON SALE OF OTHER ASSETS (PART VIII, LINE 7C(II)) -13,981. FUNDRAISING EVENT EXPENSES (PART VIII, LINE 8B + LINE 9B) -646,617. COST OF GOODS SOLD (PART VIII, LINE 10B) -181,443.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES (PART VIII, LINE 6B) 459,091. (GAIN) LOSS ON SALE OF OTHER ASSETS (PART VIII, LINE 7C(II)) 13,981. FUNDRAISING EVENT EXPENSES (PART VIII, LINE 8B + LINE 9B) 646,617. COST OF GOODS SOLD (PART VIII, LINE 10B) 181,443.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEAN -RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedALTERNATIVE INVESTMENTS (HEDGED EQUITY, ABSOLUTE RETURN AND PRIVATE EQUITY) IN THE CAYMAN ISLANDS.TypeOfActivitiesConductedTxt
Region Total Expenditures$64,227,184RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$64,227,184SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$64,227,184TotalSpentAmt
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 Line1330 W 38TH STREET SUITE 207AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
ActivityTELEFUNDRAISING CAMPAIGNSActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$1,332,618GrossReceiptsAmt
Retained By Contractor$465,361RetainedByContractorAmt
Net To Organization$867,257NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$1,332,618TotalGrossReceiptsAmt
Total Retained By Contractors$465,361TotalRetainedByContractorsAmt
Total Net To Organization$867,257TotalNetToOrganizationAmt
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$1,174,071GrossReceiptsEvent1Amt
Charitable Contri Event1$735,121CharitableContriEvent1Amt
Gross Revenue Event1$438,950GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,264RentFacilityCostsEvent1Amt
Food And Beverage Event1$180,677FoodAndBeverageEvent1Amt
Entertainment Event1$5,300EntertainmentEvent1Amt
Other Direct Expenses Event1$95,676OtherDirectExpensesEvent1Amt
Event2CORPORATE NIGHTEvent2Nm
Gross Receipts Event2$1,001,350GrossReceiptsEvent2Amt
Charitable Contri Event2$733,800CharitableContriEvent2Amt
Gross Revenue Event2$267,550GrossRevenueEvent2Amt
Rent Facility Costs Event2$9,396RentFacilityCostsEvent2Amt
Food And Beverage Event2$80,283FoodAndBeverageEvent2Amt
Entertainment Event2$1,200EntertainmentEvent2Amt
Other Direct Expenses Event2$30,510OtherDirectExpensesEvent2Amt
Other Events Total9OtherEventsTotalCnt
Gross Receipts Other Events$323,695GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$94,317CharitableContriOtherEventsAmt
Gross Revenue Other Events$229,378GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$10,452NonCashPrizesOtherEventsAmt
Food And Beverage Other Events$101,450FoodAndBeverageOtherEventsAmt
Entertainment Other Events$21,400EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$104,009OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,499,116GrossReceiptsTotalAmt
Charitable Contributions Tot$1,563,238CharitableContributionsTotAmt
Gross Revenue Total Events$935,878GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$10,452NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$15,660RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$362,410FoodAndBeverageTotalEventsAmt
Entertainment Total Events$27,900EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$230,195OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$646,617DirectExpenseSummaryEventsAmt
Net Income Summary$289,261NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
DEPAUL UNIVERSITY SCHOOL OF MUSIC
804 W BELDEN AVENUECHICAGOIL60614362167048501(C)(3)$3,293CIVIC ORCHESTRA FELLOWSHIPS FOR TWO RECIPIENTS.A SELECT NUMBER OF CIVIC ORCHESTRA REGULAR MEMBERS RECEIVE UP TO A $7,500 FELLOWSHIP, RATHER THAN A STIPEND, ANNUALLY THAT IS DISBURSED ON AN ANNUAL OR SEMESTER BASIS DIRECTLY TO THE ACADEMIC INSTITUTION THEY ARE ATTENDING. THIS IS PART OF A COOPERATIVE AGREEMENT BETWEEN THE CIVIC ORCHESTRA AND AREA SCHOOLS TO PROVIDE TWO YEARS OF TUITION-FREE GRADUATE STUDY. THE ACADEMIC INSTITUTION COVERS THE PORTION OF THE TUITION THAT THE $7,500 FROM THE CIVIC ORCHESTRA DOES NOT COVER.
ST SABINA CHURCH
1210 W 78TH PLACECHICAGOIL60620362171123501(C)(3)$13,504"CONCERT FOR PEACE", A NEGAUNEE MUSIC INSTITUTE PROGRAM, WAS PERFORMED ON 6.10.18 AT ST. SABINA CHURCH AS PART OF THE CSO'S ONGOING EFFORT TO DEEPEN ITS PRESENCE IN CHICAGO'S SOUTH SIDE COMMUNITIES. BUILT ON THE BELIEF THAT MUSIC PLAYS A VITAL ROLE IN ADDRESSING AND HELPING SOLVE THE SERIOUS ISSUES THAT CONFRONT OUR SOCIETY, THE CONCERT BROUGHT ATTENTION TO LOCAL PROGRAMS THAT REDUCE VIOLENCE IN CHICAGO'S STREETS. IT FEATURED INTERNATIONALLY ACCLAIMED CELLIST AND CSO JUDSON AND JOYCE GREEN CREATIVE CONSULTANT YO-YO MA; MUSICIANS FROM THE CHICAGO SYMPHONY ORCHESTRA AND CIVIC ORCHESTRA OF CHICAGO; CHICAGO CHILDREN'S CHOIR; SOPRANO TAKESHA KIZART; MEZZO-SOPRANO SARAH PONDER; AND THE ST. SABINA BAND. THE CONCERT ALSO FEATURED SONGS COMPOSED BY PARENTS IN ST. SABINA'S PURPOSE OVER PAIN PROGRAM, WHICH STRIVES TO PROMOTE HEALING FOR FAMILIES WHO HAVE BEEN VICTIMS OF VIOLENCE. THE CSO DONATED THE NET CONCERT TICKET REVENUE TO ST. SABINA'S ANTI-VIOLENCE AND STRONG FUTURES EMPLOYMENT PROGRAMS.
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE FELLOWSHIP STIPENDS ARE PAID UPON COMPLETION OF RESPONSIBILITIES, ATTENDANCE AT REHEARSALS, PERFORMANCES, WORKSHOPS, CLASSES AND COACHINGS AND REMAINING IN GOOD STANDING WITH THE ORCHESTRA THROUGHOUT THE SEASON AS OUTLINED IN THE CIVIC POLICIES AND PROCEDURES. ATTENDANCE AND PARTICIPATION ARE MONITORED BY THE ORCHESTRA MANAGER AND COORDINATOR OF THE CIVIC ORCHESTRA OF CHICAGO.ExplanationTxt

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
JEFF ALEXANDER
PRESIDENT$491,780$0$0$0$13,564$0$10,600$0$21,597$0$537,541$0$0$0
STACIE M FRANK
ASSISTANT TREASURER (AS OF 4/11/17)$186,005$0$0$0$186$0$7,671$0$6,534$0$200,396$0$0$0
VANESSA MOSS
VP FOR OPERATIONS$238,014$0$0$0$1,045$0$15,066$0$26,005$0$280,130$0$0$0
RICCARDO MUTI
MUSIC DIRECTOR$1,263,490$0$0$0$0$0$0$0$0$0$1,263,490$0$0$0
ROBERT CHEN
CONCERTMASTER$509,394$0$0$0$1,065$0$19,930$0$35,281$0$565,670$0$0$0
JOHN SHARP
PRINCIPAL CELLO$312,972$0$0$0$1,362$0$34,757$0$30,665$0$379,756$0$0$0
DAVID HERBERT
PRINCIPAL TIMPANI$289,345$0$0$0$1,147$0$21,453$0$32,590$0$344,535$0$0$0
STEPHEN WILLIAMSON
PRINCIPAL CLARINET$326,675$0$0$0$1,051$0$15,956$0$32,443$0$376,125$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 CHAIRMAN OF THE BOARD REVIEWS AND APPROVES ANY BONUS PAYMENT FOR THE PRESIDENT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ILLINOIS FINANCE AUTHORITY
A86109196745200FGY92008-05-29$83,015,000SEE PART VI000
ILLINOIS FINANCE AUTHORITY
B8610916670000000002018-06-01$46,100,000SEE PART VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal 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 DATE THE REBATE COMPUTATION WAS PERFORMED: 05/20/2013 ISSUER NAME: ILLINOIS FINANCE AUTHORITY 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
Contribution140ContributionCnt
Noncash Contributions Rpt F990$3,981,528NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV - STOCK GIFTSMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)AIRFARE MILES1$201,150FAIR MARKET VALUE
Yes (X)WINE SPONSOR1$34,920FAIR MARKET VALUE
Yes (X)COUGH DROPS1$28,123FAIR MARKET VALUE
Yes (X)INSTRUMENTS1$1,020FAIR 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: JOHN W. ROGERS, JR., WILLIAM A. VON HOENE, JR. BUSINESS RELATIONSHIP 3: JAMES S. CROWN, WILLIAM A. OSBORN BUSINESS RELATIONSHIP 4: SUSAN CROWN (RELATIVE OF JAMES S. CROWN), JAY L. HENDERSON, E. SCOTT SANTI BUSINESS RELATIONSHIP 5: DEBORA DE HOYOS, JOHN R. SCHMIDT BUSINESS RELATIONSHIP 6: FREDERICK A. KREHBIEL, DONALD G. LUBIN BUSINESS RELATIONSHIP 7: SUSAN CROWN (RELATIVE OF JAMES S. CROWN), 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 2017 FORM 990 AND FORM 990-T WERE REVIEWED AND APPROVED AT THE MAY 6, 2019 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 4, 2017, OF THE HUMAN RESOURCES COMMITTEE, WHICH WAS COMPRISED OF FOUR INDEPENDENT TRUSTEES AND THREE 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 4, 2017, OF THE HUMAN RESOURCES COMMITTEE, WHICH WAS COMPRISED OF FOUR INDEPENDENT TRUSTEES AND THREE 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 7,662,297. MANAGEMENT AND GENERAL EXPENSES 1,600. FUNDRAISING EXPENSES 1,382. TOTAL EXPENSES 7,665,279. OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 936,268. MANAGEMENT AND GENERAL EXPENSES 767,102. FUNDRAISING EXPENSES 19,543. TOTAL EXPENSES 1,722,913.
FORM 990, PART XI, LINE 9:INTEREST RATE SWAP FAIR VALUE ADJUSTMENTS 5,558,735. CHANGES IN PENSION PLAN ASSETS AND BENEFIT OBLIGATIONS 4,450,638.