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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T21:24:56-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE SUITE 800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167823 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIC | BusinessNameControlTxt |
| Phone | 3122943333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606042559 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF ALEXANDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3122943301 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZACK FORTSCH | PreparerPersonNm |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 19:04:01 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FE75EC28A6F55E04932F832AF79F9690BAD16F9D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8C7237D2AFEDFB09D88626A2D3FB2BC60A40D8C2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF ALEXANDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606042559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $163,725,264 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SEE 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 Body | 135 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 134 | VotingMembersIndependentCnt |
| Total Employee | 1209 | TotalEmployeeCnt |
| Total Volunteers | 900 | TotalVolunteersCnt |
| Total Gross UBI | -$280,567 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$271,380 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,567,693 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,070,114 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,137,785 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,900,867 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,489,934 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,601,192 | CYInvestmentIncomeAmt |
| PY Other Revenue | $488,322 | PYOtherRevenueAmt |
| CY Other Revenue | $247,905 | CYOtherRevenueAmt |
| PY Total Revenue | $79,683,734 | PYTotalRevenueAmt |
| CY Total Revenue | $81,820,078 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $83,082 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,797 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $46,596,214 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,366,092 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $498,090 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $465,361 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,059,024 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,492,232 | PYOtherExpensesAmt |
| CY Other Expenses | $33,491,182 | CYOtherExpensesAmt |
| PY Total Expenses | $79,669,618 | PYTotalExpensesAmt |
| CY Total Expenses | $81,339,432 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,116 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $480,646 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $499,889,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $508,805,441 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $232,617,343 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $217,523,215 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $267,271,961 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $291,282,226 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $50,954,309 | ExpenseAmt |
| Revenue | $26,842,892 | RevenueAmt |
| Desc | CHICAGO 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,170,759 | ExpenseAmt |
| Revenue | $3,868,493 | RevenueAmt |
| Desc | SYMPHONY 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,813,823 | ExpenseAmt |
| Revenue | $422,499 | RevenueAmt |
| Desc | EDUCATION 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)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt | GrantGrantAmt |
|---|---|---|---|
| $129,061 | RETAIL SALES - MUSIC-RELATED MERCHANDISE IS AVAILABLE FOR PURCHASE AT THE SYMPHONY STORE. | ||
| $168,373 | RENTALS AND COMMISSIONS - A CLUB IS AVAILABLE TO DONORS FOR DINING PRIOR TO CSO CONCERTS. | ||
| $1,021,235 | RENTALS AND COMMISSIONS - PERFORMANCE SPACE PROVIDED TO CHICAGOLAND ARTS ORGANIZATIONS. | $797,965 | |
| $438,758 | RENTALS AND COMMISSIONS - A RESTAURANT AND CONCESSIONS ARE PROVIDED FOR AUDIENCES ATTENDING CONCERTS. | $355,594 | |
| $137,681 | RENTALS AND COMMISSIONS - PARKING LOT PROVIDED FOR AUDIENCES' CONVENIENCE TO ATTEND CONCERTS. | $402,500 | |
| $692,443 | MEDIA AND ROYALTY - RADIO BROADCAST SERIES, IN-HOUSE RECORDING LABEL, AUDIO RECORDINGS IN COMPACT DISC AND DIGITAL DOWNLOAD FORMATS. | $125,240 | |
| $2,254,255 | CIVIC 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,841,806 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $16,797 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,766,983 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $63,780,697 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 195 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1209 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 135 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 134 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACIE M FRANKVP AND CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122943301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606042559 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (152 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JEFF ALEXANDER | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $505,344 | $0 | $32,197 | ||
| HELEN ZELL | ||||||||
| CHAIRMAN | 1.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY LOUISE GORNO | ||||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A KOHL | ||||||||
| VICE CHAIRMAN | 1.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LIISA THOMAS | ||||||||
| VICE CHAIRMAN | 1.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES W MABIE | ||||||||
| TREASURER | 0.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM ADAMS IV | ||||||||
| LIFE TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| MRS ROBERT A BEATTY | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARSHALL BENNETT | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ARNOLD M BERLIN | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM G BROWN | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DEAN L BUNTROCK | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT N BURT | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD W COLBURN | ||||||||
| LIFE TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD H COOPER | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JAMES S CROWN | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY T DEAN | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DEBORA DE HOYOS | ||||||||
| LIFE TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES DOUGLAS | ||||||||
| LIFE TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| JOHN A EDWARDSON | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS J EYERMAN | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JAMES B FADIM | ||||||||
| LIFE TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| DAVID W FOX SR | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD J FRANKE | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| CYRUS F FREIDHEIM JR | ||||||||
| LIFE TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| H LAURANCE FULLER | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MRS ROBERT W GALVIN | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| PAUL C GIGNILLIAT | ||||||||
| LIFE TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH B GLOSSBERG | ||||||||
| LIFE TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM A GOLDSTEIN | ||||||||
| LIFE TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD L GOTTLIEB | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MRS RICHARD H GOTTLIEB | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| CHESTER A GOUGIS | ||||||||
| LIFE TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD GRAY | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARY WINTON GREEN | ||||||||
| LIFE TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| DIETRICH GROSS | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JOAN W HARRIS | ||||||||
| LIFE TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| JOHN H HART | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS C HEAGY | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JAY L HENDERSON | ||||||||
| LIFE TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| MRS ROGER B HULL | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH W ISTOCK | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM R JENTES | ||||||||
| LIFE TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| PAUL R JUDY | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD B KAPNICK | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DONALD G KEMPF JR | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE D KENNEDY | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MRS JOHN C KERN | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| FRED A KREHBIEL | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES ASHBY LEWIS | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| EVA F LICHTENBERG | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JOHN S LILLARD | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DONALD G LUBIN | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JOHN F MANLEY | ||||||||
| LIFE TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| LING Z MARKOVITZ | ||||||||
| LIFE TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| R EDEN MARTIN | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR C MARTINEZ | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH W MCCUE | ||||||||
| LIFE TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| LESTER H MCKEEVER | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DAVID E MCNEEL | ||||||||
| LIFE TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| NEWTON N MINOW | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D NICHOLS | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JAMES J O'CONNOR | ||||||||
| LIFE TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM A OSBORN | ||||||||
| LIFE TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| MRS ALBERT PAWLICK | ||||||||
| LIFE TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| JANE DIRENZO PIGOTT | ||||||||
| LIFE TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| JOHN M PRATT | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MRS NEIL K QUINN | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JOHN W ROGERS JR | ||||||||
| LIFE TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| JERRY ROSE | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| FRANK A ROSSI | ||||||||
| LIFE TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA M SARGENT | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JOHN R SCHMIDT | ||||||||
| LIFE TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS C SHEFFIELD JR | ||||||||
| LIFE TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| RITA SIMO | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT C SPOERRI | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| CARL W STERN | ||||||||
| LIFE TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| ROGER W STONE | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM H STRONG | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS C SUDLER JR | ||||||||
| LIFE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD L THOMAS | ||||||||
| LIFE TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD P TOFT | ||||||||
| LIFE TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PENNY VAN HORN | ||||||||
| LIFE TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN AALBREGTSE | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| H RIGEL BARBER | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| M CHERIF BASSIOUNI | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RANDY LAMM BERLIN | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LAURENCE O BOOTH | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| KAY BUCKSBAUM | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J BUFORD | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE HENNER BURNS | ||||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA A CAFARO | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARION A CAMERON | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY C CASE | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DAVID CASPER | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE E CLINTON | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE P COLIS | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DR CHRISTOPER I CULP | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY A DUFFY | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MIMI DUGINGER | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN W DUWE | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RAJIV FERNANDO | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| J BRADLEY FEWELL | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD C GODFREY | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| GRAHAM C GRADY | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE T GREEN | ||||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| DAVID P HACKETT | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LORI JULIAN | ||||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| JARED KAPLAN | ||||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| DONNA L KENDALL | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JAMES KOLAR | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH A KONEN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RANDALL S KROSZNER | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| JOSEF LAKONISHOK | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| PATTY LANE | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARK J LARSON | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| BETH MANNINO | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| MARK G MCGRATH | ||||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER MELVIN | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| RENEE METCALF | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARY PIVIROTTO MURLEY | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| SYLVIA NEIL | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH PARKER | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| GERALD PAULING | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| JOSE LUIS PRADO | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DR IRWIN PRESS | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| COL JENNIFER N PRITZKER | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DR MOHAN RAO | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| BURTON X ROSENBERG | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| KRISTEN C ROSSI | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| EARL J RUSNAK JR | ||||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| E SCOTT SANTI | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN E SHEBIK | ||||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| ALEJANDRO SILVA | ||||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| WALTER SNODELL | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL E SULLIVAN JR | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT SWANSON | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| NASRIN THIERER | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| TERRENCE J TRUAX | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM A VON HOENE JR | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK H WADDELL | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PAUL R WIGGIN | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A WISLOW | ||||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| STACIE M FRANK | ||||||||
| ASSISTANT TREASURER (AS OF 4/11/17) | 40.00 | Yes (X) | $186,191 | $0 | $14,205 | |||
| DAVID CHAMBERS | ||||||||
| VP FOR DEVELOPMENT (AS OF 10/23/17) | 40.00 | Yes (X) | $53,824 | $0 | $6,060 | |||
| KAREN RAHN | ||||||||
| SECRETARY | 40.00 | Yes (X) | $70,502 | $0 | $14,940 | |||
| VANESSA MOSS | ||||||||
| VP FOR OPERATIONS | 40.00 | $239,059 | $0 | $41,071 | Yes (X) | |||
| RICCARDO MUTI | ||||||||
| MUSIC DIRECTOR | 40.00 | $1,263,490 | $0 | $0 | Yes (X) | |||
| ROBERT CHEN | ||||||||
| CONCERTMASTER | 40.00 | $510,459 | $0 | $55,211 | Yes (X) | |||
| JOHN SHARP | ||||||||
| PRINCIPAL CELLO | 40.00 | $314,334 | $0 | $65,422 | Yes (X) | |||
| DAVID HERBERT | ||||||||
| PRINCIPAL TIMPANI | 40.00 | $290,492 | $0 | $54,043 | Yes (X) | |||
| STEPHEN WILLIAMSON | ||||||||
| PRINCIPAL CLARINET | 40.00 | $327,726 | $0 | $48,399 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,761,421 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $331,548 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 137 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RICCARDO MUTI | |||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 606042559 | ARTIST PERFORMANCES | $2,264,240 |
| OPUS 3 ARTISTS | |||||
| 470 PARK AVE SOUTH 9TH FLOOR NORTH | NEW YORK | NY | 10016 | ARTIST PERFORMANCES | $760,300 |
| DCM INC | |||||
| 330 W 38TH STREET SUITE 207 | NEW YORK | NY | 10018 | TELEMARKETING AND TELEFUNDRAISING | $741,962 |
| KIMCO | |||||
| 6055 LAKESIDE COMMONS SUITE 440 | MACON | GA | 31210 | JANITORIAL | $697,528 |
| CHICAGO TRIBUNE | |||||
| 14839 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 606930148 | ADVERTISING | $605,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,563,238 | FundraisingAmt |
| Government Grants | $188,600 | GovernmentGrantsAmt |
| All Other Contributions | $33,318,276 | AllOtherContributionsAmt |
| Noncash Contributions | $4,246,741 | NoncashContributionsAmt |
| Total Contributions | $35,070,114 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| TICKET SALES | 711190 | $23,280,242 | $23,280,242 | |
| PERFORMANCE FEES | 711190 | $6,912,742 | $6,912,742 | |
| OTHER PROGRAM RELATED REVENUE | 711190 | $970,306 | $919,906 | $50,400 |
| FACILITY RENTAL REVENUE | 711190 | $797,965 | $797,965 | |
| PARKING LOT RENTAL REVENUE | 711190 | $402,500 | $402,500 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $537,112 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $77,706 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $459,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,900,867 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,978,476 | TotalRevenueColumnAmt |
| Exclusion | $4,978,476 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $205,263 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $459,091 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$253,828 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$253,828 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$253,828 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $89,240,049 | SecuritiesAmt |
| Other | $703 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $80,603,352 | SecuritiesAmt |
| Other | $14,684 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,636,697 | SecuritiesAmt |
| Other | -$13,981 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,622,716 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$96,990 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,719,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $935,878 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,563,238 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $646,617 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289,261 | TotalRevenueColumnAmt |
| Exclusion | $289,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $393,914 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $181,442 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $212,472 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $142,221 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $70,251 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,820,078 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,130,782 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$280,567 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,899,749 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,797 | TotalAmt |
| Program Services | $16,797 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,403,107 | TotalAmt |
| Management And General | $1,182,673 | ManagementAndGeneralAmt |
| Fundraising | $220,434 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,170,361 | TotalAmt |
| Program Services | $33,351,092 | ProgramServicesAmt |
| Management And General | $2,236,273 | ManagementAndGeneralAmt |
| Fundraising | $1,582,996 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,681,704 | TotalAmt |
| Program Services | $1,568,637 | ProgramServicesAmt |
| Management And General | $63,120 | ManagementAndGeneralAmt |
| Fundraising | $49,947 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,828,827 | TotalAmt |
| Program Services | $3,911,910 | ProgramServicesAmt |
| Management And General | $593,629 | ManagementAndGeneralAmt |
| Fundraising | $323,288 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,282,093 | TotalAmt |
| Program Services | $1,879,915 | ProgramServicesAmt |
| Management And General | $263,488 | ManagementAndGeneralAmt |
| Fundraising | $138,690 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,705 | TotalAmt |
| Program Services | $139,554 | ProgramServicesAmt |
| Management And General | $271,151 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,375 | TotalAmt |
| Management And General | $112,375 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,361 | TotalAmt |
| Fundraising | $465,361 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,371,195 | TotalAmt |
| Management And General | $1,371,195 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,388,192 | TotalAmt |
| Program Services | $8,598,565 | ProgramServicesAmt |
| Management And General | $768,702 | ManagementAndGeneralAmt |
| Fundraising | $20,925 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,203,528 | TotalAmt |
| Program Services | $3,812,426 | ProgramServicesAmt |
| Management And General | $275,254 | ManagementAndGeneralAmt |
| Fundraising | $115,848 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,306 | TotalAmt |
| Program Services | $600,700 | ProgramServicesAmt |
| Management And General | $47,215 | ManagementAndGeneralAmt |
| Fundraising | $107,391 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,630 | TotalAmt |
| Program Services | $198,154 | ProgramServicesAmt |
| Management And General | $91,738 | ManagementAndGeneralAmt |
| Fundraising | $91,738 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,506,566 | TotalAmt |
| Program Services | $2,022,159 | ProgramServicesAmt |
| Management And General | $216,145 | ManagementAndGeneralAmt |
| Fundraising | $268,262 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,075,569 | TotalAmt |
| Program Services | $1,935,517 | ProgramServicesAmt |
| Management And General | $56,696 | ManagementAndGeneralAmt |
| Fundraising | $83,356 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,286 | TotalAmt |
| Program Services | $65,105 | ProgramServicesAmt |
| Management And General | $41,502 | ManagementAndGeneralAmt |
| Fundraising | $12,679 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,251,393 | TotalAmt |
| Management And General | $5,251,393 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,006,903 | TotalAmt |
| Program Services | $3,745,526 | ProgramServicesAmt |
| Management And General | $224,130 | ManagementAndGeneralAmt |
| Fundraising | $37,247 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,246 | TotalAmt |
| Program Services | $5,696 | ProgramServicesAmt |
| Management And General | $254,550 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $869,191 | TotalAmt |
| Program Services | $319,120 | ProgramServicesAmt |
| Management And General | $75,118 | ManagementAndGeneralAmt |
| Fundraising | $474,953 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,339,432 | TotalAmt |
| Program Services | $63,780,697 | ProgramServicesAmt |
| Management And General | $13,499,711 | ManagementAndGeneralAmt |
| Fundraising | $4,059,024 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,770,835 | BOYAmt |
| EOY | $3,337,197 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,745,385 | BOYAmt |
| EOY | $6,248,820 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,239,139 | BOYAmt |
| EOY | $29,665,654 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,052 | BOYAmt |
| EOY | $500,701 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,358 | BOYAmt |
| EOY | $161,401 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,187,594 | BOYAmt |
| EOY | $2,259,792 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $178,106,483 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $90,289,168 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,996,455 | BOYAmt |
| EOY | $87,817,315 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,076,394 | BOYAmt |
| EOY | $262,692,776 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,348,092 | BOYAmt |
| EOY | $116,037,890 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $83,895 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,889,304 | BOYAmt |
| EOY | $508,805,441 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,819,815 | BOYAmt |
| EOY | $5,832,563 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,468,756 | BOYAmt |
| EOY | $13,134,344 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,993,973 | BOYAmt |
| EOY | $140,876,312 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,334,799 | BOYAmt |
| EOY | $57,679,996 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,617,343 | BOYAmt |
| EOY | $217,523,215 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,811,822 | BOYAmt |
| EOY | $105,398,828 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,294,624 | BOYAmt |
| EOY | $48,878,790 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,165,515 | BOYAmt |
| EOY | $137,004,608 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,271,961 | BOYAmt |
| EOY | $291,282,226 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,889,304 | BOYAmt |
| EOY | $508,805,441 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $480,646 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,520,246 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $10,009,373 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,685,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,119,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,408,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,567,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,070,114 | CurrentTaxYearAmt |
| Total | $180,850,838 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,685,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,119,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,408,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,567,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,070,114 | CurrentTaxYearAmt |
| Total | $180,850,838 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $28,261,261 | SubstantialContributorsTotAmt |
| Public Support Total170 | $152,589,577 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,887,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,980,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,076,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,655,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,978,476 | CurrentTaxYearAmt |
| Total | $24,578,710 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $205,429,548 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $162,533,422 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $81,339,432 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $81,339,432 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $304,786,000 | BeginningYearBalanceAmt |
| Contributions | $2,843,000 | ContributionsAmt |
| Investment Earnings Or Losses | $21,643,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,685,000 | OtherExpendituresAmt |
| End Year Balance | $314,587,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $287,993,000 | BeginningYearBalanceAmt |
| Contributions | $812,000 | ContributionsAmt |
| Investment Earnings Or Losses | $30,436,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,455,000 | OtherExpendituresAmt |
| End Year Balance | $304,786,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $303,606,000 | BeginningYearBalanceAmt |
| Contributions | $9,411,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,389,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,635,000 | OtherExpendituresAmt |
| End Year Balance | $287,993,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $305,453,000 | BeginningYearBalanceAmt |
| Contributions | $6,867,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,862,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,576,000 | OtherExpendituresAmt |
| End Year Balance | $303,606,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $261,662,000 | BeginningYearBalanceAmt |
| Contributions | $16,536,000 | ContributionsAmt |
| Investment Earnings Or Losses | $43,839,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,564,000 | OtherExpendituresAmt |
| Administrative Expenses | $20,000 | AdministrativeExpensesAmt |
| End Year Balance | $305,453,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.48290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41020 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,475,169 | OtherCostOrOtherBasisAmt |
| Book Value | $25,475,169 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,270,781 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,475,615 | DepreciationAmt |
| Book Value | $53,795,166 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $258,036 | OtherCostOrOtherBasisAmt |
| Depreciation | $228,787 | DepreciationAmt |
| Book Value | $29,249 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,379,739 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,778,171 | DepreciationAmt |
| Book Value | $1,601,568 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,722,758 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,806,595 | DepreciationAmt |
| Book Value | $6,916,163 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $87,817,315 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS - ABSOLUTE RETURN | $33,778,318 | F |
| HEDGED EQUITIES | $39,999,294 | F |
| PRIVATE EQUITY | $21,066,331 | F |
| REAL ASSETS | $13,242,804 | F |
| BENEFICIAL INTEREST IN TRUST AND OTHER | $7,951,143 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $116,037,890 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION BENEFITS | $40,432,188 |
| OTHER LONG-TERM LIABILITIES | $1,100,067 |
| INTEREST RATE SWAP CONTRACTS | $16,147,741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $57,679,996 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $106,561,400 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,520,246 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,281,766 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $10,009,373 | OtherRevenueAmt |
| Revenue Not Reported | $24,811,385 | RevenueNotReportedAmt |
| Revenue Subtotal | $81,750,015 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,371,195 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,301,132 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $70,063 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $81,820,078 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $82,551,135 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,281,766 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,301,132 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,582,898 | ExpensesNotReportedAmt |
| Expenses Subtotal | $79,968,237 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,371,195 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,371,195 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $81,339,432 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | ALTERNATIVE INVESTMENTS (HEDGED EQUITY, ABSOLUTE RETURN AND PRIVATE EQUITY) IN THE CAYMAN ISLANDS. | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $64,227,184 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $64,227,184 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $64,227,184 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DCM INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 W 38TH STREET SUITE 207 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDRAISING CAMPAIGNS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,332,618 | GrossReceiptsAmt |
| Retained By Contractor | $465,361 | RetainedByContractorAmt |
| Net To Organization | $867,257 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,332,618 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $465,361 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $867,257 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SYMPHONY BALL | Event1Nm |
| Gross Receipts Event1 | $1,174,071 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $735,121 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $438,950 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,264 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $180,677 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $95,676 | OtherDirectExpensesEvent1Amt |
| Event2 | CORPORATE NIGHT | Event2Nm |
| Gross Receipts Event2 | $1,001,350 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $733,800 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $267,550 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $9,396 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $80,283 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,200 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $30,510 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 9 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $323,695 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $94,317 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $229,378 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $10,452 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $101,450 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $21,400 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $104,009 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,499,116 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,563,238 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $935,878 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $10,452 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $15,660 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $362,410 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $27,900 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $230,195 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $646,617 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $289,261 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| DEPAUL UNIVERSITY SCHOOL OF MUSIC | |||||||
| 804 W BELDEN AVENUE | CHICAGO | IL | 60614 | 362167048 | 501(C)(3) | $3,293 | CIVIC 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 PLACE | CHICAGO | IL | 60620 | 362171123 | 501(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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | CHARTER TRAVEL IS PROVIDED FOR ALL EMPLOYEES DURING CERTAIN FOREIGN AND DOMESTIC TOURS WHEN DEEMED MORE ECONOMICAL. |
| PART I, LINE 7 | ANNUALLY, 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ILLINOIS FINANCE AUTHORITY | ||||||||
| A | 861091967 | 45200FGY9 | 2008-05-29 | $83,015,000 | SEE PART VI | 0 | 0 | 0 |
| ILLINOIS FINANCE AUTHORITY | ||||||||
| B | 861091667 | 000000000 | 2018-06-01 | $46,100,000 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $83,015,000 | $620,000 | $81,364,393 | $722,487 | $308,120 | 1997 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $46,100,000 | 1997 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER 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 INFORMATION | PART 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 140 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,981,528 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - STOCK GIFTS | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AIRFARE MILES | 1 | $201,150 | FAIR MARKET VALUE |
| Yes (X) | WINE SPONSOR | 1 | $34,920 | FAIR MARKET VALUE |
| Yes (X) | COUGH DROPS | 1 | $28,123 | FAIR MARKET VALUE |
| Yes (X) | INSTRUMENTS | 1 | $1,020 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS 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 6 | THE 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 7A | GOVERNING 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 11B | CSO 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 12C | THE 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 15 | THE 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 19 | FINANCIAL 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 11G | GUEST 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. |