MINNESOTA ORCHESTRAL ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MINNESOTA ORCHESTRAL ASSOCIATION (EIN 41-0693875)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-07-14
- IRS object ID
- 201421959349300982
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-14T15:02:00-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410693875 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA ORCHESTRAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MINN | NameControl |
| Phone | 6123715600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 NICOLLET MALL | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRYAN EBENSTEINER | Name |
| Title | VICE PRESIDENT OF FINANCE | Title |
| Phone | 6123715600 | Phone |
| Date Signed | 2014-07-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARRY ADAMS | Name |
| PTIN | P01314654 | PTIN |
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL HENSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 NICOLLET MALL | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28646236 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MNORCH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1907 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | A MINNESOTA SYMPHONY ORCHESTRA INTERNATIONALLY RECOGNIZED FOR ITS ARTISTIC EXCELLENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 70 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 66 | NbrIndependentVotingMembers |
| Total Nbr Employees | 595 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 51040 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 32248414 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11926506 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8239383 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 203166 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4124665 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1992286 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 105360 | OtherRevenuePriorYear |
| Other Revenue Current Year | 61255 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 44717822 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14183213 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 44729 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 62595 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 24109642 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8576041 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 341170 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 358938 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1566631 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8412700 | OtherExpensePriorYear |
| Other Expenses Current Year | 4579666 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 32908241 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13577240 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11809581 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 605973 | RevenuesLessExpensesCY |
| Total Assets BOY | 216084689 | TotalAssetsBOY |
| Total Assets EOY | 218315716 | TotalAssetsEOY |
| Total Liabilities BOY | 41821165 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 34212298 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 174263524 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 184103418 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MINNESOTA ORCHESTRA ENRICHES, INSPIRES AND SERVES OUR COMMUNITY AS A SYMPHONY ORCHESTRA INTERNATIONALLY RECOGNIZED FOR ITS ARTISTIC EXCELLENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8040927 | Expense |
| Grants | 62595 | Grants |
| Revenue | 203166 | Revenue |
| Description | THE MINNESOTA ORCHESTRA IS RECOGNIZED FOR DISTINGUISHED PERFORMANCES AROUND THE WORLD, AWARD-WINNING RECORDINGS, RADIO BROADCASTS AND EDUCATIONAL PROGRAMS, AND COMMITMENT TO BUILDING THE REPERTOIRE OF THE FUTURE. THE ENSEMBLE NOW PRESENTS NEARLY 175 CONCERTS THAT ARE HEARD LIVE BY 350,000 INDIVIDUALS, AND EDUCATION AND OUTREACH PROGRAMS THAT SERVE 85,000 MUSIC LOVERS OF ALL AGES. THE ORCHESTRA MAKES ITS HOME AT ORCHESTRA HALL IN MINNEAPOLIS, WHERE ITS CONCERTS ARE BROADCAST ACROSS THE STATE EACH FRIDAY EVENING BY MINNESOTA PUBLIC RADIO. MANY PROGRAMS ARE SUBSEQUENTLY HEARD NATION-WIDE ON AMERICAN PUBLIC MEDIA RADIO PROGRAMS.THE MINNESOTA ORCHESTRA, NOW IN ITS SECOND CENTURY, HAS LONG RANKED AMONG AMERICA'S TOP SYMPHONIC ENSEMBLES, WITH A DISTINGUISHED HISTORY OF ACCLAIMED PERFORMANCES IN ITS HOME STATE AND AROUND THE WORLD; AWARD-WINNING RECORDINGS, RADIO BROADCASTS AND EDUCATIONAL OUTREACH PROGRAMS; AND A VISIONARY COMMITMENT TO BUILDING THE ORCHESTRAL REPERTOIRE OF TOMORROW.THE ENSEMBLE ANNUALLY PRESENTS NEARLY 175 PROGRAMS IN A TYPICAL YEAR, PRIMARILY AT ITS HOME VENUE OF ORCHESTRA HALL IN DOWNTOWN MINNEAPOLIS, WHICH UNDERWENT A MAJOR RENOVATION IN 2012-13. THE ORCHESTRA'S CONCERTS ARE HEARD BY LIVE AUDIENCES OF 350,000 EVERY YEAR. THE ORCHESTRA'S INTERNATIONAL TOURS HAVE REAPED SIGNIFICANT PRAISE, MOST RECENTLY A CRITICALLY LAUDED 2010 TOUR OF EUROPEAN FESTIVALS. DURING THIS TOUR THE ORCHESTRA PERFORMED AT THE EDINBURGH INTERNATIONAL FESTIVAL, AMSTERDAM'S CONCERTGEBOUW AND THE BBC PROMS IN LONDON-BEFORE CHEERING CROWDS TOTALING 12,000 FOR TWO CONCERTS AT ROYAL ALBERT HALL, ONE OF WHICH CULMINATED IN A PERFORMANCE OF BEETHOVEN'S NINTH SYMPHONY. UNDER ITS MOST RECENT MUSIC DIRECTOR, OSMO VANSKA, THE ENSEMBLE UNDERTOOK FOUR EUROPEAN TOURS, APPEARED ANNUALLY AT NEW YORK'S CARNEGIE HALL OR LINCOLN CENTER AND TOURED MINNESOTA IN 2005, 2007 AND 2008.THE ORCHESTRA'S RECORDINGS AND BROADCASTS HAVE DRAWN ACCLAIM SINCE THE EARLY 1920S, WHEN THE ENSEMBLE BECAME ONE OF THE FIRST TO BE HEARD VIA THESE MEDIA. UNDER OSMO VANSKA, THE ORCHESTRA COMPLETED SEVERAL ACCLAIMED RECORDING PROJECTS, PRIMARILY FOR BIS RECORDS, INCLUDING A FIVE-DISC CYCLE OF THE COMPLETE BEETHOVEN SYMPHONIES THAT THE NEW YORK TIMES WROTE "MAY BE THE DEFINITIVE [CYCLE] OF OUR TIME." THE RECORDING OF BEETHOVEN'S NINTH SYMPHONY RECEIVED A 2008 GRAMMY NOMINATION FOR BEST ORCHESTRAL PERFORMANCE, AND THE ALBUM FEATURING THE SECOND AND SEVENTH SYMPHONIES WAS NOMINATED FOR A 2009 CLASSIC FM GRAMOPHONE AWARD. THE ORCHESTRA AND VANSKA ALSO RECORDED A TWO-CD SET OF TCHAIKOVSKY'S PIANO-AND-ORCHESTRA WORKS WITH SOLOIST STEPHEN HOUGH, A DISC FEATURING BRUCKNER'S FOURTH SYMPHONY, AN ALBUM OF BEETHOVEN'S FOURTH AND FIFTH PIANO CONCERTOS WITH RUSSIAN PIANIST YEVGENY SUDBIN, AND TWO ALBUMS OF SIBELIUS SYMPHONIES, INCLUDING A DISC FEATURING SIBELIUS' SYMPHONIES NO.2 AND 5 THAT GARNERED A 2013 GRAMMY NOMINATION FOR BEST ORCHESTRAL PERFORMANCE.THE ORCHESTRA'S FRIDAY NIGHT PERFORMANCES ARE BROADCAST LIVE REGIONALLY BY MINNESOTA PUBLIC RADIO, A WEEKLY TRADITION FOR MORE THAN 35 YEARS. MANY PROGRAMS ARE SUBSEQUENTLY FEATURED ON AMERICAN PUBLIC MEDIA'S NATIONAL PROGRAMS, SYMPHONYCAST AND PERFORMANCE TODAY. IN ADDITION TO OFFERING TRADITIONAL CONCERTS, THE MINNESOTA ORCHESTRA TYPICALLY CONNECTS WITH MORE THAN 85,000 MUSIC LOVERS ANNUALLY THROUGH FAMILY CONCERTS AND EDUCATIONAL PROGRAMS INCLUDING YOUNG PEOPLE'S CONCERTS, A SERIES THAT MARKED ITS CENTENNIAL DURING THE 2011-12 SEASON. IN THE LAST DECADE MORE THAN HALF A MILLION STUDENTS HAVE EXPERIENCED A MINNESOTA ORCHESTRA YOUNG PEOPLE'S CONCERT. MUSICIANS ALSO ENGAGE IN SUCH ORCHESTRA-SPONSORED INITIATIVES AS THE ADOPT-A-SCHOOL PROGRAM, SIDE-BY-SIDE REHEARSALS AND CONCERTS WITH YOUNG AREA MUSICIANS, AND THE UPBEAT PROGRAM, WHICH ESTABLISHES MULTI-YEAR RELATIONSHIPS WITH COMMUNITIES THROUGHOUT THE TWIN CITIES AND AROUND THE STATE.IN 2011, EXTENDING A LONG TRADITION OF PERFORMANCES THROUGHOUT THE STATE OF MINNESOTA, THE ORCHESTRA LAUNCHED COMMON CHORDS. THIS MULTI-YEAR INITIATIVE IS DESIGNED TO CREATE PARTNERSHIPS BETWEEN THE ORCHESTRA AND PARTICIPATING MINNESOTA CITIES, CULMINATING IN A CELEBRATORY FESTIVAL WEEK THAT FEATURES PERFORMANCES AND DOZENS OF ACTIVITIES THAT REFLECT THE INTERESTS, DIVERSITY AND HERITAGE OF EACH COMMUNITY. LAUNCHED WITH SUPPORT FROM THE ANDREW W. MELLON FOUNDATION, COMMON CHORDS PRESENTED ITS FIRST FESTIVAL WEEK IN GRAND RAPIDS, MINNESOTA, IN OCTOBER 2011; A SECOND PARTNERSHIP IN WILLMAR, MINNESOTA, CULMINATED IN MAY 2012 AND ADDITIONAL PARTNERSHIPS ARE PLANNED IN THE YEARS AHEAD.ALONG WITH ITS CORE SERIES OF CLASSICAL CONCERTS, THE MINNESOTA ORCHESTRA OFFERS NUMEROUS POPS CONCERTS IN A SERIES LED BY CONDUCTOR SARAH HICKS, PRESENTING THE GREATEST CONTEMPORARY POP PERFORMERS IN GENRES RANGING FROM LATIN, JAZZ AND BIG BAND TO BROADWAY, COUNTRY AND WORLD MUSIC. IN 2008, THE ORCHESTRA ESTABLISHED JAZZ AT ORCHESTRA HALL, A JAZZ SERIES FEATURING TOP PERFORMERS FROM AROUND THE NATION, AND NAMED IRVIN MAYFIELD AS THE SERIES' ARTISTIC DIRECTOR. AMERICAN CONDUCTOR ANDREW LITTON SERVES AS ARTISTIC DIRECTOR FOR THE ORCHESTRA'S BELOVED URBAN SUMMER MUSIC FESTIVAL, SOMMERFEST.IT SHOULD BE NOTED THAT THE MINNESOTA ORCHESTRA'S ENTIRE 2012-13 CONCERT SEASON WAS CANCELLED DUE TO A LABOR DISPUTE. FOLLOWING SIX MONTHS OF NEGOTIATIONS WITH THE MUSICIANS' UNION THAT DID NOT YIELD A CONTRACT SETTLEMENT, THE BOARD INSTITUTED A LOCKOUT ON OCTOBER 1, 2012, WHICH EXTENDED THROUGH JANUARY 2014. A SETTLEMENT - IN WHICH MUSICIANS ACCEPTED AN AVERAGE 15% SALARY REDUCTION OVER A THREE-YEAR CONTRACT - WAS REACHED ON JANUARY 14. MUSICIANS RETURNED TO WORK ON FEBRUARY 1 AND THE ORCHESTRA BEGAN PERFORMING CONCERTS AGAIN ON FEBRUARY 7, 2014. PRESIDENT AND CEO MICHAEL HENSON SUBSEQUENTLY ANNOUNCED IN MARCH 2014 THAT HE PLANNED TO STEP DOWN FROM THE ORGANIZATION IN AUGUST 2014. HENSON WAS APPOINTED PRESIDENT IN 2007. THE BOARD OF DIRECTORS IS ESTABLISHING A COMMITTEE TO SEARCH FOR HIS SUCCESSOR. | Description |
| Total Program Service Expense | 8040927 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 134 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 595 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 70 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 66 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRYAN EBENSTEINER | NamePerson |
| Telephone Number | 6123715600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 NICOLLET MALL | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55403 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (97 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL HENSON | |||||||||
| PRESIDENT & CEO | 40.00 | 0.50 | X | X | 509998 | 0 | 28679 | ||
| MARGARET ANKENY | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| EMILY BACKSTROM | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| KAREN BAKER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MICHAEL BELZER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ROCHELLE BLEASE | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| DAVID BOEHNEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| PATRICK BOWE | |||||||||
| TREASURER | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| MARGARET BRACKEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| BARBARA BURWELL | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JON CAMPBELL | |||||||||
| CHAIR | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| MARI CARLSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| NICKY CARPENTER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JAN CONLIN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MARK COPMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| KATHY CUNNINGHAM | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| KENNETH CUTLER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ANDREW CZAJKOWSKI | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JAMES DAMIAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| RICHARD DAVIS | |||||||||
| PAST CHAIR | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| JONATHAN EISELE | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JACK EUGSTER | |||||||||
| DIRECTOR | 1.00 | 0.50 | X | 0 | 0 | 0 | |||
| JOHN FARRELL | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| CAMERON FINDLAY | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| DOLLY FITERMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| BEN FOWKE | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| LUELLA GOLDBERG | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| FRANCK GOUGEON | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| PAUL GRANGAARD | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JANE GREGERSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| BEVERLY GROSSMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| SUSAN HAGSTRUM | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JAYNE HILDE | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| KAREN HIMLE | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| WILLIAM HODDER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| SHADRA HOGAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MARY HOLMES | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| KAREN HUBBARD | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| HELLA MEARS HUEG | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JAY IHLENFELD | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| PHILIP ISAACSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| STEVEN KENNEDY | |||||||||
| DIRECTOR | 1.00 | 0.50 | X | 0 | 0 | 0 | |||
| LLOYD KEPPLE | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MICHAEL KLINGENSMITH | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JAMES LAWRENCE | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MARY LAZARUS | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| DOUGLAS LEATHERDALE | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ALLEN LENZMEIER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| NANCY LINDAHL | |||||||||
| SECRETARY | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| RONALD LUND | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| WARREN MACK | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| HARVEY MACKAY | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| LIN MACMASTER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JAMES MELVILLE | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ERIC MERCER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ANNE MILLER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| HUGH MILLER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOAN MONDALE | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| BETTY MYERS | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MARILYN NELSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| TIMOTHY O'BRIEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| LIZ O'NEAL | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| DALE OLSETH | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ANITA PAMPUSCH | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ERIC PAULSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ROSALYND PFLAUM | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| SUSAN PLATOU | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| CHRIS POLICINSKI | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| TERI POPP | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| PAULA PRAHL | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| GREGORY PULLES | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JUDY RANHEIM | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MICHAEL ROOS | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JON SALVESON | |||||||||
| DIRECTOR | 1.00 | 0.50 | X | 0 | 0 | 0 | |||
| JO ELLEN SAYLOR | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| SALLY SMITH | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ROBERT SPONG | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| GORDON SPRENGER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| SARA STERNBERGER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MARY SUMNERS | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| GEORGIA THOMPSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MAXINE WALLIN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| TIM WELSH | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| WENDY WENGER DANKEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOHN WHALEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| DAVID WICHMANN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOHN WILGERS | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| THERESA WISE | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| PAUL ZELLER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| BRYAN EBENSTEINER | |||||||||
| VICE PRESIDENT - FINANCE | 40.00 | 0.00 | X | 175530 | 0 | 22944 | |||
| ROBERT NEU | |||||||||
| VP & GENERAL MANAGER | 40.00 | 0.00 | X | 157500 | 0 | 19761 | |||
| OSMO VANSKA | |||||||||
| MUSIC DIRECTOR | 40.00 | 0.00 | 936346 | 0 | 7752 | X | |||
| BASIL REEVE | |||||||||
| MUSICIAN | 40.00 | 0.00 | 154481 | 0 | 9273 | X | |||
| ROGER FRISCH | |||||||||
| MUSICIAN | 40.00 | 0.00 | 154326 | 0 | 22033 | X | |||
| R DOUG WRIGHT | |||||||||
| MUSICIAN | 40.00 | 0.00 | 146859 | 0 | 20753 | X | |||
| BURT HARA | |||||||||
| MUSICIAN | 40.00 | 0.00 | 140339 | 0 | 20716 | X | |||
| MICHAEL GAST | |||||||||
| MUSICIAN | 40.00 | 0.00 | 137238 | 0 | 15956 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2512617 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 167867 | TotalOtherCompensation |
| Number Individuals GT100 K | 36 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|
| KUWABARA PAYNE MCKENNA & BLUMBERG | |||||||||
| 322 KING STREET WEST | TORONTO | CA | M5V 1J2 | ARCHITECTS | 617854 | ||||
| RUFALO CODY | |||||||||
| TELEPHONE CAMPAIGN/TICKET SELLING | 612876 | 65 KIRKWOOD NORTH ROAD SW | CEDAR RAPIDS | IA | 52406 | ||||
| FAEGRE BAKER DANIELS LLP | |||||||||
| LEGAL | 387500 | 90 SOUTH 7TH STREET 2200 | MINNEAPOLIS | MN | 55402 | ||||
| CAMBRIDGE ASSOCIATES LLC | |||||||||
| INVESTMENT ADVISOR | 150000 | 125 HIGH STREET | BOSTON | MA | 02110 | ||||
| FELHABER LARSON FENLON & VOGT | |||||||||
| LEGAL | 132910 | 220 SOUTH 6TH STREET 2200 | MINNEAPOLIS | MN | 55402 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 469510 | FundraisingEvents |
| Related Organizations | 3050270 | RelatedOrganizations |
| All Other Contributions | 8406726 | AllOtherContributions |
| Noncash Contributions | 3192478 | NoncashContributions |
| Total Contributions | 11926506 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONCESSIONS & FEES | 711130 | 137851 | 137851 |
| ORCHESTRA TICKETS | 711130 | 36253 | 36253 |
| OTHER | 711130 | 20202 | 20202 |
| ORCHESTRA SERVICE FEES | 532000 | 7377 | 7377 |
| NON-ORCHESTRA TICKETS | 711130 | 1483 | 1483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 203166 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 941472 | TotalRevenueColumn |
| Unrelated Business Revenue | 51040 | UnrelatedBusinessRevenue |
| Exclusion | $890,432 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40273 | TotalRevenueColumn |
| Exclusion | $40,273 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15470588 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14419774 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1050814 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1050814 | TotalRevenueColumn |
| Exclusion | $1,050,814 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 51400 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 469510 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51400 | TotalRevenueColumn |
| Exclusion | $51,400 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 12831 | GrossSalesOfInventory |
| Cost Of Goods Sold | 43249 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -30418 | TotalRevenueColumn |
| Exclusion | -$30,418 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14183213 | TotalRevenueColumn |
| Related Or Exempt Function Income | 203166 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 51040 | UnrelatedBusinessRevenue |
| Exclusion | $2,002,501 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62595 | Total |
| Program Services | 62595 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1923182 | Total |
| Program Services | 1036357 | ProgramServices |
| Management And General | 886825 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4144497 | Total |
| Program Services | 2852551 | ProgramServices |
| Management And General | 518682 | ManagementAndGeneral |
| Fundraising | 773264 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153471 | Total |
| Program Services | 95333 | ProgramServices |
| Management And General | 23341 | ManagementAndGeneral |
| Fundraising | 34797 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2028297 | Total |
| Program Services | 1769908 | ProgramServices |
| Management And General | 103736 | ManagementAndGeneral |
| Fundraising | 154653 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326594 | Total |
| Program Services | 222242 | ProgramServices |
| Management And General | 38611 | ManagementAndGeneral |
| Fundraising | 65741 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80482 | Total |
| Program Services | 12914 | ProgramServices |
| Management And General | 67568 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70029 | Total |
| Management And General | 70029 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 358938 | Total |
| Fundraising | 358938 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1046704 | Total |
| Program Services | 137509 | ProgramServices |
| Management And General | 901958 | ManagementAndGeneral |
| Fundraising | 7237 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 626549 | Total |
| Program Services | 616246 | ProgramServices |
| Fundraising | 10303 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189117 | Total |
| Program Services | 75682 | ProgramServices |
| Management And General | 70036 | ManagementAndGeneral |
| Fundraising | 43399 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166038 | Total |
| Program Services | 70512 | ProgramServices |
| Management And General | 88593 | ManagementAndGeneral |
| Fundraising | 6933 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68820 | Total |
| Program Services | 68820 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 385181 | Total |
| Program Services | 110467 | ProgramServices |
| Management And General | 274714 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53744 | Total |
| Program Services | 15290 | ProgramServices |
| Management And General | 22175 | ManagementAndGeneral |
| Fundraising | 16279 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96737 | Total |
| Program Services | 8065 | ProgramServices |
| Management And General | 83519 | ManagementAndGeneral |
| Fundraising | 5153 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600076 | Total |
| Program Services | 52285 | ProgramServices |
| Management And General | 547791 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 667572 | Total |
| Program Services | 600772 | ProgramServices |
| Management And General | 33400 | ManagementAndGeneral |
| Fundraising | 33400 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230418 | Total |
| Program Services | 40969 | ProgramServices |
| Management And General | 189449 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| DIRECT CONCERT EXPENSES | 112138 | 112138 | |
| CREDIT CARD FEES | 42025 | 42025 | |
| DONOR RECOGNITION | 40972 | 40972 | |
| MUSIC RENTAL LICENSES | 12351 | 12351 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90713 | Total |
| Program Services | 25896 | ProgramServices |
| Management And General | 49255 | ManagementAndGeneral |
| Fundraising | 15562 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13577240 | Total |
| Program Services | 8040927 | ProgramServices |
| Management And General | 3969682 | ManagementAndGeneral |
| Fundraising | 1566631 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1085178 | BOY |
| EOY | 931359 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1298410 | BOY |
| EOY | 1254958 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25833543 | BOY |
| EOY | 7620849 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 232903 | BOY |
| EOY | 283370 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75078 | BOY |
| EOY | 135211 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1025955 | BOY |
| EOY | 740263 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 72331148 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16834562 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15737794 | BOY |
| EOY | 55496586 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46174867 | BOY |
| EOY | 44207814 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90774883 | BOY |
| EOY | 102450798 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 899780 | BOY |
| EOY | 787707 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32946298 | BOY |
| EOY | 4406801 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216084689 | BOY |
| EOY | 218315716 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7448343 | BOY |
| EOY | 6290450 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2757848 | BOY |
| EOY | 1631387 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1690000 | BOY |
| EOY | 1690000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11400000 | BOY |
| EOY | 7600000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9250000 | BOY |
| EOY | 10950000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9274974 | BOY |
| EOY | 6050461 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41821165 | BOY |
| EOY | 34212298 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -13954632 | BOY |
| EOY | 22819936 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42300814 | BOY |
| EOY | 4470694 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145917342 | BOY |
| EOY | 156812788 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174263524 | BOY |
| EOY | 184103418 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216084689 | BOY |
| EOY | 218315716 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 605973 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3157840 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 6076081 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15954452 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31141394 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18628242 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32248414 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11926506 | CurrentTaxYear |
| Total | 109899008 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15954452 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31141394 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18628242 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32248414 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11926506 | CurrentTaxYear |
| Total | 109899008 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 27341788 | AmountsSubstContributorsTotal |
| Public Support Total170 | 82557220 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2354926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1780250 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1131452 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1006689 | CurrentTaxYearMinus1Year |
| Current Tax Year | 981745 | CurrentTaxYear |
| Total | 7255062 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 117154070 | TotalSupport |
| Gross Receipts From Admissions Etc | 38512385 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70470 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.67140 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART II, SECTION A SHOWS SIGNIFICANT INCREASES IN PUBLIC SUPPORT IN 2009 AND 2011 COMPARED TO THE OTHER YEARS SHOWN. MOA WAS RENOVATING ORCHESTRA HALL AND HAD BEEN RAISING SUPPORT TO FUND THE COST OF THE RENOVATION. IN 2009 $15.2M IN DONATIONS WERE RECEIVED FOR THE HALL RENOVATION PROJECT. IN 2011 MOA RECEIVED A $14M BONDING GRANT FROM THE STATE OF MINNESOTA ALSO FOR THE HALL RENOVATION PROJECT. THESE WERE ONE-TIME, SPECIAL CONTRIBUTIONS AND GRANTS. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 0 | PoliticalExpenditures |
| Volunteer Hours | 0 | VolunteerHours |
| Amt Of4955 Tax | 0 | AmtOf4955Tax |
| Amt Of4955 Tax On Managers | 0 | AmtOf4955TaxOnManagers |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 144830 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 144830 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11865779 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 12010609 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 750530 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 187633 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 750530 | CurrentYear |
| Total | 3750530 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,625,795 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 120843 | CurrentYearMinus3 |
| Current Year Minus2 | 106348 | CurrentYearMinus2 |
| Current Year Minus1 | 81350 | CurrentYearMinus1 |
| Current Year | 144830 | CurrentYear |
| Total | 453371 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 187633 | CurrentYear |
| Total | 937633 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,406,450 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 59035640 | BeginningOfYearBalance |
| Contributions | 132053 | Contributions |
| Investment Earnings Or Losses | 4514710 | InvestmentEarningsOrLosses |
| Other Expenditures | 5631774 | OtherExpenditures |
| End Of Year Balance | 58050629 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 69012220 | BeginningOfYearBalance |
| Contributions | 413 | Contributions |
| Investment Earnings Or Losses | 2496514 | InvestmentEarningsOrLosses |
| Other Expenditures | 12473507 | OtherExpenditures |
| End Of Year Balance | 59035640 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 74599095 | BeginningOfYearBalance |
| Contributions | 945650 | Contributions |
| Investment Earnings Or Losses | 5615404 | InvestmentEarningsOrLosses |
| Other Expenditures | 12147929 | OtherExpenditures |
| End Of Year Balance | 69012220 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 74007874 | BeginningOfYearBalance |
| Contributions | 1194477 | Contributions |
| Investment Earnings Or Losses | 6335402 | InvestmentEarningsOrLosses |
| Other Expenditures | 6938658 | OtherExpenditures |
| End Of Year Balance | 74599095 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 93417008 | BeginningOfYearBalance |
| Contributions | 822217 | Contributions |
| Investment Earnings Or Losses | -12913370 | InvestmentEarningsOrLosses |
| Other Expenditures | 7317981 | OtherExpenditures |
| End Of Year Balance | 74007874 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3006334 | OtherCostOrOtherBasis |
| Book Value | 3006334 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8496347 | OtherCostOrOtherBasis |
| Depreciation | 8269067 | Depreciation |
| Book Value | 227280 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54829074 | OtherCostOrOtherBasis |
| Depreciation | 3436849 | Depreciation |
| Book Value | 51392225 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5927403 | OtherCostOrOtherBasis |
| Depreciation | 5128646 | Depreciation |
| Book Value | 798757 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 71990 | OtherCostOrOtherBasis |
| Book Value | 71990 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 55496586 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 78468500 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HEDGE FUND OF FUNDS & PRIVATE EQUITY | Description |
| Book Value | 23982298 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 102450798 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNFUNDED PENSION LIABILITY | $5,589,320 |
| LEASEHOLD IMPROVEMENT LIABILITY | $461,141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6050461 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 22858950 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3157840 | NetUnrealizedGainsInvestments |
| Other Revenues | 5517897 | OtherRevenues |
| Revenue Not Rptd F990 | 8675737 | RevenueNotRptdF990 |
| Revenue Subtotal | 14183213 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14183213 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13019056 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1116137 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1116137 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11902919 | ExpensesSubtotal |
| Other Expenses Not Included | 1674321 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1674321 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13577240 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUND WAS CREATED BY DONORS WHO WANTED TO FUND ANNUAL ORCHESTRA ACTIVITIES INTO PERPETUITY. IF SO DESIGNATED BY THE DONOR, THESE GIFTS ARE CONSIDERED PERMANENT ENDOWMENTS, BUT INVESTMENT EARNINGS AND GROWTH ARE AVAILABLE TO SUPPORT ANNUAL ACTIVITIES. THE BOARD OF DIRECTORS HAS ADOPTED THE STANDARDS OF UPMIFA IN DETERMINING THE AMOUNT TAKEN FROM ENDOWMENTS EACH YEAR FOR ACTIVITIES. THE FINANCE COMMITTEE OF THE BOARD REVIEWS THE ANNUAL DRAW AMOUNT AS A PART OF THE BUDGET AND PLANNING PROCESS, AND THEN PRESENTS ITS FINDINGS TO THE BOARD OF DIRECTORS FOR APPROVAL. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ASSOCIATION IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED, (CODE) AND SIMILAR STATUTES OF MINNESOTA LAW AND, ACCORDINGLY, IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE ASSOCIATION HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE AND QUALIFIES FOR THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION FOR DONORS. THE ASSOCIATION HAS ADOPTED GUIDANCE IN THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD. NO ADJUSTMENTS TO THE FINANCIAL STATEMENTS WERE REQUIRED AS A RESULT OF THE IMPLEMENTATION THIS STANDARD. THE ASSOCIATION HAS NO CURRENT OBLIGATION FOR UNRELATED BUSINESS INCOME TAX. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE YEARS ENDING AUGUST 31, 2010 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -162,315. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION & TRUST 5,874,437. REFUNDED TICKET FEES RECOGNIZED AS REVENUE IN A PRIOR YEAR -237,474. COST OF GOODS SOLD 43,249. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 43,249. REPAYMENT OF GRANTS PREVIOUSLY RECEIVED FOR SPECIFIED PURPOSES 1,072,888. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PENSION EXPENSE 1,674,321. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 8392520 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 8392520 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 8392520 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO CODY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD NORTH ROAD SW | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524063018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEPHONE CAMPAIGN | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 335267 | GrossReceipts |
| Amount Retained By Contractor | 358938 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 335267 | TotalGrossReceipts |
| Total Retained By Contractors | 358938 | TotalRetainedByContractors |
| Licensed States | MN | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BALL | NameOfEvent1 |
| Gross Receipts Event1 | 520910 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 469510 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 51400 | GrossRevenueEvent1 |
| Gross Receipts Total | 520910 | GrossReceiptsTotal |
| Charitable Contributions Total | 469510 | CharitableContributionsTotal |
| Gross Revenue Total Events | 51400 | GrossRevenueTotalEvents |
| Net Income Summary | 51400 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA CITIZENS FOR THE ARTS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2233 UNIVERSITY AVENUE | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 411262965 | EINOfRecipient |
| IRC Section | 501(C)(4) | IRCSection |
| Amount Of Cash Grant | 62595 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | ARTS LOBBYING | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTS TO ORGANIZATIONS WERE MADE TO SUPPORT LOBBYING ACTIVITIES. MEETINGS ARE HELD BY THE RECIPIENTS TO DISCUSS ON-GOING EFFORTS AND CURRENT ISSUES. INDIVIDUALS RECEIVED AWARDS BASED ON PERFORMANCE AT MUSICAL COMPETITIONS. THE INDIVIDUALS' USE OF THE FUNDS WAS NOT MONITORED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL HENSON | ||||||||||||||
| PRESIDENT & CEO | 393448 | 0 | 116550 | 0 | 0 | 0 | 10000 | 0 | 18679 | 0 | 538677 | 0 | 0 | 0 |
| BRYAN EBENSTEINER | ||||||||||||||
| VICE PRESIDENT - FINANCE | 173637 | 0 | 0 | 0 | 1893 | 0 | 6859 | 0 | 16085 | 0 | 198474 | 0 | 0 | 0 |
| ROBERT NEU | ||||||||||||||
| VP & GENERAL MANAGER | 156339 | 0 | 0 | 0 | 1161 | 0 | 6242 | 0 | 13519 | 0 | 177261 | 0 | 0 | 0 |
| OSMO VANSKA | ||||||||||||||
| MUSIC DIRECTOR | 903645 | 0 | 0 | 0 | 32701 | 0 | 0 | 0 | 7752 | 0 | 944098 | 0 | 0 | 0 |
| BASIL REEVE | ||||||||||||||
| MUSICIAN | 154481 | 0 | 0 | 0 | 0 | 0 | 3518 | 0 | 5755 | 0 | 163754 | 0 | 0 | 0 |
| ROGER FRISCH | ||||||||||||||
| MUSICIAN | 152043 | 0 | 0 | 0 | 2283 | 0 | 6888 | 0 | 15145 | 0 | 176359 | 0 | 0 | 0 |
| R DOUG WRIGHT | ||||||||||||||
| MUSICIAN | 146859 | 0 | 0 | 0 | 0 | 0 | 4562 | 0 | 16191 | 0 | 167612 | 0 | 0 | 0 |
| BURT HARA | ||||||||||||||
| MUSICIAN | 140339 | 0 | 0 | 0 | 0 | 0 | 4548 | 0 | 16168 | 0 | 161055 | 0 | 0 | 0 |
| MICHAEL GAST | ||||||||||||||
| MUSICIAN | 137238 | 0 | 0 | 0 | 0 | 0 | 4562 | 0 | 11394 | 0 | 153194 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE - OSMO VANSKA - INCLUDED IN TAXABLE COMPENSATION. BUSINESS CLUB DUES - MICHAEL HENSON - MINNEAPOLIS CLUB - NOT INCLUDED IN TAXABLE COMPENSATION AND UTILIZED FOR BUSINESS PURPOSES AND MEETINGS. | |
| PART III | THE COMPENSATION REPORTED IN PART II FOR THE MUSICIANS WERE ONLY FOR 9 MONTHS OF THE CALENDAR YEAR 2012 DUE TO THE LOCKOUT STARTING ON OCTOBER 1, 2012. | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNEAPOLIS COMMUNITY DEVELOPMENT AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 416009115 | IssuerEIN |
| Date Issued | 2004-05-15 | DateIssued |
| Issue Price | 1690000 | IssuePrice |
| Description Of Purpose | REFINANCING DEBT TO REFURBISH ORCHESTRA HALL | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 1690000 | TotalProceeds |
| Capital Expenditures | 1690000 | CapitalExpenditures |
| Year Of Subst Completion | 1997 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 1 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 0 | ProcToUndertkCorrectiveAction |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| US BANCORP | |||
| RICHARD DAVIS, BOARD PAST CHAIR, CHAIRMAN, PRESIDENT & CEO OF U.S. BANCORP | 100267 | BANKING SERVICES | 0 |
| WELLS FARGO BANK | |||
| JON CAMPBELL, BOARD CHAIR, IS EXECUTIVE VICE PRESIDENT AT WELLS FARGO BANK | 268556 | BANKING SERVICES | 0 |
| FAEGRE BAKER DANIELS LLP | |||
| STEVEN KENNEDY, A BOARD MEMBER, IS AN OFFICER OF FAEGRE, BAKER, DANIELS LLP | 307042 | LEGAL SERVICES | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 42 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3192478 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | TRADING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE ASSOCIATION REPORTS THE NUMBER OF CONTRIBUTORS ON PART I, COLUMN (B). | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE INCLUDES THE CHAIR, THE CHAIR-ELECT, THE IMMEDIATE PAST CHAIR, THE PRESIDENT, THE SECRETARY, THE TREASURER, THE PRESIDENT OF WAMSO-MINNESOTA ORCHESTRA VOLUNTEER ASSOCIATION, AND OTHER VOTING MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE, SUBJECT AT ALL TIMES TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS, HAS AND EXERCISES THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 2 | BEN FOWKE, RICHARD DAVIS & CHRIS POLICINSKI - BUSINESS RELATIONSHIP | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT OF THE MINNESOTA ORCHESTRAL ASSOCIATION, THE PRESIDENT OF WAMSO-MINNESOTA ORCHESTRA VOLUNTEER ASSOCIATION, THE PRESIDENT-ELECT OF WAMSO, AND THE PRESIDENT OF THE YOUNG PEOPLE'S SYMPHONY CONCERT ASSOCIATION ARE EX-OFFICIO VOTING DIRECTORS DURING THE TERMS OF THEIR OFFICES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PREPARED BY THE STAFF OF THE MINNESOTA ORCHESTRAL ASSOCIATION. IT WAS THEN REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM, WHO THEN REVIEWED IT IN DETAIL WITH THE ASSOCIATION'S AUDIT COMMITTEE. THE AUDIT COMMITTEE CONSISTS ENTIRELY OF BOARD MEMBERS AND APPROVED THE 990 ON BEHALF OF THE ENTIRE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS ASKS EACH BOARD MEMBER TO REVIEW THE ASSOCIATION'S CONFLICT OF INTEREST POLICY AND SIGN A DISCLOSURE FORM LISTING ANY POSSIBLE CONFLICTS OF INTEREST. THE SIGNED FORMS ARE REVIEWED AND DISCUSSED BY THE GOVERNANCE COMMITTEE, WHICH DECIDES WHETHER A CONFLICT OF INTEREST EXISTS. IN THE EVENT OF A CONFLICT, THE DIRECTOR NOTIFIES THE BOARD CHAIR OF THE CONFLICT AND DISCLOSES ALL RELATED MATERIAL INFORMATION. THAT DIRECTOR MAY NOT PARTICIPATE IN THE BOARD'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL INFORMATION AND RESPOND TO QUESTIONS. THAT DIRECTOR MAY NOT PARTICIPATE IN THE VOTE CONCERNING WHETHER TO ACCEPT THE CONTRACT OR TRANSACTION RELATING TO THE CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ON AN ANNUAL BASIS, THE COMPENSATION OF THE CEO AND OTHER KEY PERSONNEL IS REVIEWED AND DETERMINED BY THE COMPENSATION/HUMAN RESOURCES COMMITTEE. IN RELATION TO COMPENSATION, THE COMMITTEE KEEPS A PERMANENT RECORD OF PROCEEDINGS, INCLUDING A REPORT AND RECOMMENDATIONS, AS WELL AS ANY MAJOR DECISIONS. WHEN THERE IS A NEW CONTRACT, THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ALSO REVIEWS THE COMPENSATION, THEN RECOMMENDS IT FOR APPROVAL TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD OF DIRECTORS. THE REVIEW PROCESS WAS LAST UNDERTAKEN IN 2013. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE SHARED UPON REQUEST WITH ANY ENTITY, INCLUDING INDIVIDUALS, FOUNDATIONS AND CORPORATIONS. THE FINANCIAL STATEMENTS ARE ALSO RELEASED TO THE PUBLIC IN A SUMMARIZED VERSION THROUGH AN ANNUAL REPORT AND THROUGH THE 990, WHICH IS AVAILABLE ON THE INTERNET. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -162,315. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION & TRUST 5,874,437. PENSION EXPENSE 1,674,321. REFUNDED TICKET FEES RECOGNIZED AS REVENUE IN A PRIOR YEAR -237,474. REPAYMENT OF GRANTS PREVIOUSLY RECEIVED FOR SPECIFIED PURPOSES -1,072,888. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 SOUTH EIGHTH STREET | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416429379 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA ORCHESTRAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 3050270 | AmountInvolved |
| Method Of Amt Determination | FAIR MARKET VALUE | MethodOfAmtDetermination |