CLEVELAND INSTITUTE OF MUSIC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CLEVELAND INSTITUTE OF MUSIC (EIN 34-0714600)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201211369349303561
- Schema version
- 2010v3.7
- 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 D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T11:15:04-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714600 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND INSTITUTE OF MUSIC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLEV | NameControl |
| Phone | 2167915000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11021 EAST BLVD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MRERIC BOWER | Name |
| Title | VICE PRESIDENT/COO | Title |
| Phone | 2167915000 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MR ERIC BOWER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11021 EAST BLVD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 35370908 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CIM.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1920 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE CLEVELAND INSTITUTE OF MUSIC IS TO CULTIVATE NEW GENERATIONS OF YOUNG MUSICIANS THROUGH AN IMMERSIVE AND CREATIVE EDUCATIONAL PROCESS, GUIDING THE MOST MUSICALLY TALENTED INDIVIDUALS AS RAPIDLY AS POSSIBLE TOWARDS FULFILLING CAREERS THAT ENGAGE DIVERSE AND GLOBAL AUDIENCES, STIMULATING THE UNDERSTANDING AND LOVE OF MUSIC THROUGHOUT THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 50 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 50 | NbrIndependentVotingMembers |
| Total Nbr Employees | 605 | TotalNbrEmployees |
| Total Nbr Volunteers | 304 | TotalNbrVolunteers |
| Total Gross UBI | -26130 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -42166 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2465488 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2938641 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19317262 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20180521 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1122416 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2031126 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 104955 | OtherRevenuePriorYear |
| Other Revenue Current Year | 26158 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 23010121 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25176446 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8489579 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9074798 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10442306 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10624428 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1302781 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6094258 | OtherExpensePriorYear |
| Other Expenses Current Year | 6568391 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25026143 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26267617 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2016022 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1091171 | RevenuesLessExpensesCY |
| Total Assets BOY | 84687732 | TotalAssetsBOY |
| Total Assets EOY | 88529725 | TotalAssetsEOY |
| Total Liabilities BOY | 23055071 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22285423 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 61632661 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 66244302 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE CLEVELAND INSTITUTE OF MUSIC IS TO CULTIVATE NEW GENERATIONS OF YOUNG MUSICIANS THROUGH AN IMMERSIVE AND CREATIVE EDUCATIONAL PROCESS, GUIDING THE MOST MUSICALLY TALENTED INDIVIDUALS AS RAPIDLY AS POSSIBLE TOWARDS FULFILLING CAREERS THAT ENGAGE DIVERSE AND GLOBAL AUDIENCES, STIMULATING THE UNDERSTANDING AND LOVE OF MUSIC THROUGHOUT THE WORLD. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 19257709 | Expense |
| Grants | 9074798 | Grants |
| Revenue | 20166861 | Revenue |
| Description | FOUNDED IN 1920, CLEVELAND INSTITUTE OF MUSIC PROVIDES WORLD CLASS EDUCATION TO TALENTED STUDENTS. SINCE ITS INCEPTION, OVER 3000 STUDENTS HAVE GRADUATED IN DEGREE PROGRAMS OFFERED THROUGH THE DOCTORAL LEVEL WITH OVER 94% RECEIVING SCHOLARSHIP AND/OR FINANCIAL AID. THROUGH THE PREPARATORY DIVISION, OVER 1700 STUDENTS RECEIVE MUSIC EDUCATION EACH YEAR. THROUGH A JOINT MUSIC PROGRAM WITH CASE WESTERN RESERVE UNIVERSITY, STUDENTS TAKE ADVANTAGE OF AN EXCELLENT LIBERAL ARTS EDUCATION. THIRTY-EIGHT MEMBERS OF THE CLEVELAND ORCHESTRA SERVE AS FACULTY MEMBERS. | Description |
| Total Program Service Expense | 19257709 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 633 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 605 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 50 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 50 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MR ERIC BOWER | NamePerson |
| Telephone Number | 2167915000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11021 EAST BLVD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44106 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (58 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOEL SMIRNOFF | |||||||
| PRESIDENT & | 40.00 | X | X | 301563 | 0 | 24668 | |
| ERIC BOWER | |||||||
| VP/COO & EX- | 40.00 | X | X | 199064 | 0 | 17350 | |
| ANDERSON A CHACE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BALDASSARRE CARL E | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BITTENBENDER CHARLES A | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DONLEY TERRANCE K | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BOURNE JUDY D | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRODHEAD PETER J | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BUCKLEY BRENT M | |||||||
| TRUSTEE & VI | 1.00 | X | X | 0 | 0 | 0 | |
| COFFEY THOMAS W ESQUIRE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ADDICOTT GAY C | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVIS JEFFREY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DECONINGH MATHEW F | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DEIOMA ROSEMARY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DRAKOS MARGO T | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GORMAN CHRISTOPHER M | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GOTSCHALL JEFFREY P | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GRATRY BARBARA | |||||||
| TRUSTEE & SE | 1.00 | X | X | 0 | 0 | 0 | |
| HARVIE CRAWFORD T | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HAYES ELEANOR M | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HELLMAN JOHN A | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JENKS CARL M | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MALZ JAMES M | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MANUEL RICHARD A | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARSTON CHARLES S | |||||||
| TRUSTEE & VI | 1.00 | X | X | 0 | 0 | 0 | |
| MCAFEE ALEXANDER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HIPPLE RICHARD J | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MIMS A GRACE L | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MIXON III A MALACHI | |||||||
| TRUSTEE & CH | 1.00 | X | X | 0 | 0 | 0 | |
| MOBLEY MARILYN S | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| POGUE RICHARD W | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RILEY SHAWN M | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBINSON BARBARA S | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROTHMANN SUSAN A | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SCHLANG ELLIOT L | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SCIARAPPA DONNA M | |||||||
| TRUSTEE & TR | 1.00 | X | X | 0 | 0 | 0 | |
| SELVAGGI HOLLY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHELLEY JOHN F | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SIMON DAVID L | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SMITH JAMES A | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SOLGANIK MARVIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEWART HAROLD O | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STONE KARIN L | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SWIFT CHRISTOPHER J | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SYKES PAUL J | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS JOSEPH H | |||||||
| TRUSTEE & VI | 1.00 | X | X | 0 | 0 | 0 | |
| WEINBERGER JOY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILSON SONALI B | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WONG ROSE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CURRY JANET S | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| VILLARREAL OSCAR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| YOUNG CHARLES T | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DALY ADRIAN | |||||||
| DEAN OF CONS | 40.00 | X | 101239 | 0 | 22070 | ||
| PAUL KANTOR | |||||||
| FACULTY | 40.00 | 267763 | 0 | 20754 | X | ||
| WILLIAM PREUCIL | |||||||
| FACULTY | 40.00 | 161276 | 0 | 13667 | X | ||
| JEFFREY IRVINE | |||||||
| FACULTY | 40.00 | 142510 | 0 | 11252 | X | ||
| PETER SALAFF | |||||||
| FACULTY | 40.00 | 119546 | 0 | 11745 | X | ||
| DAVID UPDEGRAFF | |||||||
| FACULTY | 40.00 | 116738 | 0 | 12870 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1409699 | TotalReportableCompFromOrg |
| Total Other Compensation | 134376 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ERNST YOUNG LLP | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 EUCLID AVENUE | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | AUDITING | DescriptionOfServices |
| Compensation | 104200 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 788581 | GovernmentGrants |
| All Other Contributions | 2150060 | AllOtherContributions |
| Noncash Contributions | 39907 | NoncashContributions |
| Total Contributions | 2938641 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Business CodeBusinessCode | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION & FEES | 20166861 | 20166861 | ||
| ADVERTISING | 13660 | 541800 | 13660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20180521 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1030003 | TotalRevenueColumn |
| Exclusion | $1,030,003 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6008 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6008 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6008 | TotalRevenueColumn |
| Unrelated Business Revenue | 6008 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11195585 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10194462 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1001123 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1001123 | TotalRevenueColumn |
| Exclusion | $1,001,123 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Business CodeBusinessCode | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MISCELLANEOUS | 39819 | 39819 | ||
| CONVENIENCE | 26129 | 26129 | ||
| PARTNERSHIP INCOME (LOSS) | -45798 | 900099 | -45798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 20150 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25176446 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20232809 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -26130 | UnrelatedBusinessRevenue |
| Exclusion | $2,031,126 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9074798 | Total |
| Program Services | 9074798 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 618500 | Total |
| Program Services | 234900 | ProgramServices |
| Management And General | 211800 | ManagementAndGeneral |
| Fundraising | 171800 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8301895 | Total |
| Program Services | 6507629 | ProgramServices |
| Management And General | 1445548 | ManagementAndGeneral |
| Fundraising | 348718 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 402997 | Total |
| Program Services | 293025 | ProgramServices |
| Management And General | 84910 | ManagementAndGeneral |
| Fundraising | 25062 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 655896 | Total |
| Program Services | 358374 | ProgramServices |
| Management And General | 270028 | ManagementAndGeneral |
| Fundraising | 27494 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 645140 | Total |
| Program Services | 493953 | ProgramServices |
| Management And General | 115559 | ManagementAndGeneral |
| Fundraising | 35628 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20851 | Total |
| Program Services | 104 | ProgramServices |
| Management And General | 20747 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124241 | Total |
| Management And General | 124241 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46607 | Total |
| Management And General | 46607 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673766 | Total |
| Program Services | 297591 | ProgramServices |
| Management And General | 225559 | ManagementAndGeneral |
| Fundraising | 150616 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114087 | Total |
| Program Services | 8927 | ProgramServices |
| Management And General | 100910 | ManagementAndGeneral |
| Fundraising | 4250 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 634220 | Total |
| Program Services | 276627 | ProgramServices |
| Management And General | 304686 | ManagementAndGeneral |
| Fundraising | 52907 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145074 | Total |
| Program Services | 18538 | ProgramServices |
| Management And General | 113027 | ManagementAndGeneral |
| Fundraising | 13509 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1085236 | Total |
| Program Services | 366912 | ProgramServices |
| Management And General | 718324 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99211 | Total |
| Program Services | 75642 | ProgramServices |
| Management And General | 23127 | ManagementAndGeneral |
| Fundraising | 442 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151247 | Total |
| Program Services | 50316 | ProgramServices |
| Management And General | 59385 | ManagementAndGeneral |
| Fundraising | 41546 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258254 | Total |
| Management And General | 37511 | ManagementAndGeneral |
| Fundraising | 220743 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1859398 | Total |
| Management And General | 1649906 | ManagementAndGeneral |
| Fundraising | 209492 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147527 | Total |
| Program Services | 33888 | ProgramServices |
| Management And General | 113639 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CWRU/ELS TUITION | 1101864 | 1101864 | ||
| MISCELLANEOUS | 100208 | 58021 | 41613 | 574 |
| BAD DEBTS | 6600 | 6600 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26267617 | Total |
| Program Services | 19257709 | ProgramServices |
| Management And General | 5707127 | ManagementAndGeneral |
| Fundraising | 1302781 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1090 | BOY |
| EOY | 1090 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1878280 | BOY |
| EOY | 2374746 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1327881 | BOY |
| EOY | 684947 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 538014 | BOY |
| EOY | 426911 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2302052 | BOY |
| EOY | 2068741 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140722 | BOY |
| EOY | 131605 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425091 | BOY |
| EOY | 235878 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 46979104 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12182393 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36301639 | BOY |
| EOY | 34796711 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27125628 | BOY |
| EOY | 32673454 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14647335 | BOY |
| EOY | 15135642 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84687732 | BOY |
| EOY | 88529725 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1200403 | BOY |
| EOY | 1157131 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235817 | BOY |
| EOY | 252330 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19665000 | BOY |
| EOY | 18970000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 450401 | BOY |
| EOY | 402512 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1503450 | BOY |
| EOY | 1503450 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23055071 | BOY |
| EOY | 22285423 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36291642 | BOY |
| EOY | 37368028 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4828276 | BOY |
| EOY | 6916070 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20512743 | BOY |
| EOY | 21960204 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61632661 | BOY |
| EOY | 66244302 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84687732 | BOY |
| EOY | 88529725 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1091171 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5702812 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 14000 | RevenuesIncluded |
| Assets In Part X | 74978 | AssetsInPartX |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | CONTRIBUTION | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30598775 | BeginningOfYearBalance |
| Contributions | 637131 | Contributions |
| Investment Earnings Or Losses | 5558481 | InvestmentEarningsOrLosses |
| Other Expenditures | 162751 | OtherExpenditures |
| End Of Year Balance | 36631636 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28266740 | BeginningOfYearBalance |
| Contributions | 209959 | Contributions |
| Investment Earnings Or Losses | 2271316 | InvestmentEarningsOrLosses |
| Other Expenditures | 149240 | OtherExpenditures |
| End Of Year Balance | 30598775 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.40000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.60000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 511071 | OtherCostOrOtherBasis |
| Book Value | 511071 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39276508 | OtherCostOrOtherBasis |
| Depreciation | 7587440 | Depreciation |
| Book Value | 31689068 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 540000 | OtherCostOrOtherBasis |
| Depreciation | 157500 | Depreciation |
| Book Value | 382500 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2133602 | OtherCostOrOtherBasis |
| Depreciation | 1958942 | Depreciation |
| Book Value | 174660 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4517923 | OtherCostOrOtherBasis |
| Depreciation | 2478511 | Depreciation |
| Book Value | 2039412 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 34796711 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 9400028 | BookValue |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PARTNERSHIPS | 5710614 | F |
| PARTNERSHIPS | 25000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 15135642 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | U.S. GOVERNMENT GRANTS REFUNDABLE | Description |
| Amount | $1,503,450 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1503450 | TotalOfAmounts |
| Total Revenue | 25176446 | TotalRevenue |
| Total Expenses | 26267617 | TotalExpenses |
| Excess Or Deficit For Year | -1091171 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4846684 | NetUnrealizedGLOnInvestments |
| Other | $856,128 | OtherAmount |
| Total Adjustments | 5702812 | TotalAdjustments |
| Excess Or Deficit Per FS | 4611641 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21935824 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4846684 | NetUnrealizedGainsInvestments |
| Other Revenues | 810330 | OtherRevenues |
| Revenue Not Rptd F990 | 5657014 | RevenueNotRptdF990 |
| Revenue Subtotal | 16278810 | RevenueSubtotal |
| Other Revenues Not Included | 8897636 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 8897636 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25176446 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17324183 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 17324183 | ExpensesSubtotal |
| Other Expenses Not Included | 8943434 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 8943434 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26267617 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | CHANGE IN CHARITABLE PERPETUAL TRUST 810,330 FINANCIAL AID AND DISCOUNT -8,943,434 PARTNERSHIP K-1S INCOME (LOSS) 45,798 FINANCIAL AID AND DISCOUNT 8,943,434 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | CHANGE IN CHARITABLE PERPETUAL TRUST 810,330 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | FINANCIAL AID AND DISCOUNT 8,943,434 PARTNERSHIP K-1S INCOME (LOSS) -45,798 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | FINANCIAL AID AND DISCOUNT 8,943,434 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | false | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PUBLICATION OF NONDISCRIMINATORY POLICY IN MEDIA EXPLANATION | SCHEDULE E LINE 3 | SCHOLARSHIPS THE FOLLOWING IS THE INSTITUTES POLICY ON NON DISCRIMINATION FOR ADMISSION AS REAFFIRMED BY THE BOARD OF TRUSTEES CLEVELAND INSTITUTE OF MUSIC ADMITS STUDENTS OF ANY RACE COLOR NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS PRIVILEDGES PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO ALL STUDENTS AT THE SCHOOL IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE COLOR NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES SCHOLARSHIPS AND LOAN PROGRAMS AND OTHER SCHOOL ADMINISTERED PROGRAMS |
| FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION | SCHEDULE E LINE 6 | FINANCIAL AID ASSISTANCE IS RECEIVED FROM THE FOLLOWING GOVERNMENTAL AGENCIES US DEPARMENT OF EDUCATION FEDERAL DIRECT STAFFORD LOAN FEDERAL DIRECT PLUS LOAN FEDERAL PERKINS LOAN FEDERAL WORKSTUDY SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT ACADEMIC COMPETITIVENESS GRANT OHIO BOARD OF REGENTS OHIO ACADEMIC SCHOLARSHIP OHIO COLLEDGE OPPORTUNITY GRANT PA HIGHER EDUCATIONAL ASSISTANCE AGENCY PHEAA GRANT ROBERT C BYRD HONORS SCHOLARSHIP INDIANA HIGHER EDUCATIONAL ASSISTANCE AGENCY ROBERT C BYRD HONORS SCHOLARSHIP |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| FELLOWSHIP AND SERVICES | 35 | 78445 |
| INSTITUTIONAL | 470 | 8710449 |
| AUDITION ASSISTANCE | 54 | 37860 |
| WORK STUDY | 177 | 202200 |
| SEOG | 38 | 39844 |
| INTERNSHIP-ORGAN | 4 | 6000 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | true | InitialContractException |
| Rebuttable Presumption Procedure | true | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|
| JOEL SMIRNOFF | ||||
| 299583 | 1980 | 12645 | 12023 | 326231 |
| ERIC BOWER | ||||
| 198650 | 414 | 16000 | 1350 | 216414 |
| PAUL KANTOR | ||||
| 267142 | 621 | 14283 | 6471 | 288517 |
| WILLIAM PREUCIL | ||||
| 160970 | 306 | 12815 | 852 | 174943 |
| JEFFREY IRVINE | ||||
| 142097 | 413 | 10400 | 852 | 153762 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PURSUANT TO CONTRACT PER REGS. SECTION 53.4958-4(A)(3) | Identifier |
| Return Reference | SCHEDULE J, PAGE 1, PART I, LINE 8 | ReturnReference |
| Explanation | THE PRESIDENT SIGNED AN INITIAL FIVE YEAR CONTRACT IN 2008, WHICH PROVIDED FOR AN INITIAL BASE SALARY PLUS A COST OF LIVING ADJUSTMENT. IN FISCAL YEAR 2011, THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE PRESIDENTS COMPENSATION AND APPROVED A COST OF LIVING ADJUSTMENT PLUS AN INCIDENTAL CHANGE TO PROVIDE ADDITIONAL COMPENSATION FOR TEACHING STUDENTS. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO HIGHER EDUCATIONAL FACILITY CO | BusinessNameLine1 |
| Business Name Line2 | THE CLEVELAND INSTITUTE OF MUSIC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 340714600 | IssuerEIN |
| Date Issued | 2010-12-29 | DateIssued |
| Issue Price | 19320000 | IssuePrice |
| Description Of Purpose | REFINANCE '05 BONDS FOR CONSTRUCTION PROJECT | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 19320000 | TotalProceeds |
| Capital Expenditures | 19320000 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | false | BondCounselRoutinelyEngaged |
| Percentage Of Prvt Business Re UBI | 0.00010 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00010 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | true | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOAN KWUON | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FACULTY MEMBER | Relationship |
| Amount Of Transaction | 41130 | AmountOfTransaction |
| Description Of Transaction | TEACHING | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 14000 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MUSICAL INSTRUM | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 25907 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE CLEVELAND INSTITUTE OF MUSIC IS TO CULTIVATE NEW GENERATIONS OF YOUNG MUSICIANS THROUGH AN IMMERSIVE AND CREATIVE EDUCATIONAL PROCESS, GUIDING THE MOST MUSICALLY TALENTED INDIVIDUALS AS RAPIDLY AS POSSIBLE TOWARDS FULFILLING CAREERS THAT ENGAGE DIVERSE AND GLOBAL AUDIENCES, STIMULATING THE UNDERSTANDING AND LOVE OF MUSIC THROUGHOUT THE WORLD. |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | MEMBERSHIP IS OPEN TO ALL PERSONS OR CORPORATIONS WHO ARE INTERESTED IN THE CLEVELAND INSTITUTE OF MUSIC AND THE FURTHERANCE OF MUSIC AND MUSICAL EDUCATION AND WHO CONTRIBUTE AT LEAST 500 ANNUALLY TO THE INSTITUTE'S ANNUAL FUND. THE MEMBERS ELECT THE TRUSTEES OF THE INSTITUTE AT THE ANNUAL MEETING. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | MEMBERSHIP IS OPEN TO ALL PERSONS OR CORPORATIONS WHO ARE INTERESTED IN THE CLEVELAND INSTITUTE OF MUSIC AND THE FURTHERANCE OF MUSIC AND MUSICAL EDUCATION AND WHO CONTRIBUTE AT LEAST 500 ANNUALLY TO THE INSTITUTE'S ANNUAL FUND. THE MEMBERS ELECT THE TRUSTEES OF THE INSTITUTE AT THE ANNUAL MEETING. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | ONCE THE 990 IS PREPARED, IT IS PRESENTED TO A SUB-COMMITTEE COMPRISED OF INDIVIDUALS FROM THE FINANCE, GOVERNANCE, AND AUDIT COMMITTEE OF THE CLEVELAND INSTITUTE OF MUSIC FOR THEIR REVIEW. ANY QUESTIONS OR COMMENTS RAISED ARE THEN ADDRESSED BY THE CHIEF FINANCIAL OFFICER OF CLEVELAND INSTITUTE OF MUSIC AND THE FORM IS THEN FILED. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY IS OVERSEEN BY THE GOVERNANCE COMMITTEE OF THE BOARD. WHEN A CONFLICT ARISES, THE INDIVIDUAL IS NOT PERMITTED TO VOTE OR PARTICIPATE IN THE DISCUSSION OF THE TRANSACTION. PERSONS WHO ARE INDEPENDENT OF THE INDIVIDUAL WITH THE CONFLICT, MAKE THE DECISION REGARDING THE TRANSACTION. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE CLEVELAND INSTITUTE OF MUSIC HAS A COMPENSATION COMMITTEE THAT DETERMINES THE COMPENSATION FOR THE PRESIDENT AND THE VP & CHIEF OPERATING OFFICER. THE COMMITTEE DISCHARGES THE DUTY OF THE BOARD OF TRUSTEES (BOARD) IN FULFILLING THE BOARD'S OVERSIGHT RESPONSIBILITIES FOR DETERMINING THE REASONABLENESS AND ADEQUACY OF THE COMPENSATION AND BENEFITS PAID TO THE PRESIDENT AND VP & CHIEF OPERATING OFFICER. THE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF COMPENSATION AND BENEFITS IN RELATION TO THE MARKETPLACE AND RELEVANT INDEPENDENT DATA. THE COMMITTEE DECIDES ON ANY CHANGES IN THE COMPENSATION AND/OR BENEFITS FOR THE PRESIDENT AND THE VP & CHIEF OPERATING OFFICER. ONCE APPROVED BY THE COMMITTEE THE CHAIRMAN OF THE BOARD OF TRUSTEES SIGNS A LETTER APPROVING THE COMPENSATION FOR THE YEAR. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS 4,846,684 CHANGE IN CHARITABLE PERPETUAL TRUST 810,330 PARTNERSHIP K-1S INCOME (LOSS) 45,798 ------------ TOTAL ADJUSTMENTS (NET) 5,702,812 |