MUSIC ASSOCIATES OF ASPEN INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MUSIC ASSOCIATES OF ASPEN INC (EIN 84-0445087)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-03-14
- IRS object ID
- 202610739349301211
- Schema version
- 2024v5.5
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-14T16:38:33-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841509269 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCMAHAN AND ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5850 | AddressLine1Txt |
| City | AVON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840445087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSIC ASSOCIATES OF ASPEN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUSI | BusinessNameControlTxt |
| Phone | 9702055041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 MUSIC SCHOOL ROAD | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN FLETCHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9709253254 | PhoneNum |
| Signature | 2026-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL J BACKES | PreparerPersonNm |
| PTIN | P00175605 | PTIN |
| Phone | 9708458800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPEN MUSIC FESTIVAL AND SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALAN FLETCHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 MUSIC SCHOOL ROAD | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $65,850,405 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.ASPENMUSICFESTIVAL.COM/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | THE ASPEN MUSIC FESTIVAL & SCHOOL BRINGS TOGETHER THE FINEST MUSIC STUDENTS, ARTIST FACULTY AND PERFORMERS TO CREATE TRANSFORMATIVE EDUCATIONAL EXPERIENCES WITHIN A COMMUNITY OF ARTISTIC INTEGRITY AND INNOVATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 165 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $227,129 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,855,968 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,929,265 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,551,968 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,266,056 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,372,902 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,523,267 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$199,272 | PYOtherRevenueAmt |
| CY Other Revenue | -$444,365 | CYOtherRevenueAmt |
| PY Total Revenue | $38,581,566 | PYTotalRevenueAmt |
| CY Total Revenue | $43,274,223 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,643,241 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,803,794 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,520,245 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,940,503 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,153,813 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,189,355 | PYOtherExpensesAmt |
| CY Other Expenses | $15,000,254 | CYOtherExpensesAmt |
| PY Total Expenses | $24,352,841 | PYTotalExpensesAmt |
| CY Total Expenses | $25,744,551 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,228,725 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,529,672 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $137,694,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,191,841 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,944,264 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,853,157 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $128,750,400 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $147,338,684 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ASPEN MUSIC FESTVAL & SCHOOL BRINGS TOGETHER THE FINEST MUSIC STUDENTS, ARTIST FACULTY AND PERFORMERS TO CREATE TRANSFORMATIVE EDUCATIONAL EXPERIENCES WITHIN A COMMUNITY OF ARTISTIC INTEGRITY AND INNOVATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,710,591 | ExpenseAmt |
| Grant | $3,803,794 | GrantAmt |
| Revenue | $7,703,429 | RevenueAmt |
| Desc | THE ASPEN MUSIC FESTIVAL AND SCHOOL (AMFS) IS WIDELY RECOGNIZED AS ONE OF THE FINEST CLASSICAL MUSIC TRAINING AND PERFORMANCE CENTERS WORLDWIDE. PRESENTING MORE THAN 400 EVENTS DURING ITS 8-WEEK SUMMER SEASON, AMFS DRAWS LEADING CLASSICAL MUSICIANS FROM AROUND THE WORLD FOR A RICH COMBINATION OF PERFORMANCES OF ORCHESTRAL WORKS, OPERA, CHAMBER MUSIC, RECITALS, CONTEMPORARY MUSIC, WORKS BY NEW OR PREVIOUSLY UNRECOGNIZED VOICES, FAMILY EVENTS, AND TALKS, COMPETITIONS, AND CLASSES. IN 2025, MORE THAN 450 STUDENTS PARTICIPATED. STUDENTS COME FROM 40 U.S. STATES AND 40 COUNTRIES TO STUDY AND PERFORM ALONGSIDE MORE THAN 135 ARTIST-FACULTY MEMBERS. AMFS'S DISTINCTION STEMS FROM THIS COMBINATION OF SEASONED PROFESSIONALS AND YOUTH AS COLLEAGUES AND CO-INSPIRING FORCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $544,520 | ExpenseAmt |
| Revenue | $299,149 | RevenueAmt |
| Desc | A DEEP COMMITMENT TO ASPEN AND THE SURROUNDING COMMUNITIES IS REFLECTED IN THE DOZENS OF EVENTS AND EXPERIENCES THAT AMFS OFFERS THAT ARE FREE TO THE PUBLIC DURING THE SUMMER SEASON. A SIGNATURE SUMMER LESSON PROGRAM TAUGHT BY AMFS STUDENTS (PALS), EARLY CHILDHOOD CLASSES SUCH AS TUNES AND TALES, AND ANNUAL FAMILY CONCERTS BRING HIGH QUALITY, ENGAGING MUSICAL EXPERIENCES TO FAMILIES AND STUDENTS OF ALL AGES. FROM FALL TO SPRING, AMFS ENGAGES YOUNG AUDIENCES WITH POPULAR IN-SCHOOL AND AFTER-SCHOOL LESSONS, CLASSES, IN-SCHOOL CONCERTS, WORKSHOPS, AND PERFORMANCE OPPORTUNITIES. IN 2025, SEPTEMBER TO MAY PROGRAMS SERVED MORE THAN 500 CHILDREN THROUGHOUT THE ROARING FORK VALLEY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PROGRAM SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,255,111 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 330 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 165 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILARY RESPASS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9702055046 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 MUSIC SCHOOL ROAD | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81611 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Institutional TrusteeInstitutionalTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DARRETT ADKINS | ||||||||
| TRUSTEE/FACULTY | 5.00 | Yes (X) | $46,010 | $0 | $0 | |||
| CHARLES ANDERSON | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY MARGERUM BERG | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN BRINT | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK CARTER | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VICTORIA CHIANG | ||||||||
| TRUSTEE/FACULTY | 5.00 | Yes (X) | $43,563 | $0 | $0 | |||
| ELLEN DE-PASQUALE | ||||||||
| TRUSTEE/FACULTY | 5.00 | Yes (X) | $16,735 | $0 | $0 | |||
| JOY DINSDALE | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE DOUVAS | ||||||||
| TRUSTEE/FACULTY | 5.00 | Yes (X) | $45,715 | $0 | $0 | |||
| NICHOLAS PAEPCKE DUBRUL | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN FRIEDMAN | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY SWIFT FURLOTTI | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY GIESE | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ARJUN GUPTA | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN HAAS | ||||||||
| TRUSTEE/FACULTY | 5.00 | Yes (X) | $35,760 | $0 | $0 | |||
| CORNELIA HEARD | ||||||||
| TRUSTEE/FACULTY | 5.00 | Yes (X) | $41,419 | $0 | $0 | |||
| LINDA VITTI HERBST | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHEILA JOHNSON | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN LEE | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY MAZZA | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MERMAGEN | ||||||||
| TRUSTEE/FACULTY | 5.00 | Yes (X) | $19,100 | $0 | $0 | |||
| WILL MESDAG | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER MOSES | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| H GAEL NEESON | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTON NEL | ||||||||
| TRUSTEE/FACULTY | 5.00 | Yes (X) | $38,500 | $0 | $0 | |||
| JANET O'CONNOR | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HILDA OCHOA-BRILLEMBOURG | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FONDA PATERSON | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AARON PODHURST | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN PORTERFIELD | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANA POWELL | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY RONNER | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS RUTHERFOORD | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT SMALL III | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRINTON AVERIL SMITH | ||||||||
| TRUSTEE/FACULTY | 5.00 | Yes (X) | $20,150 | $0 | $0 | |||
| VICTORIA SMITH | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALIA TUTOR | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAQUIN VALDEPENAS | ||||||||
| TRUSTEE/FACULTY | 5.00 | Yes (X) | $40,140 | $0 | $0 | |||
| BING WANG | ||||||||
| TRUSTEE/FACULTY | 5.00 | Yes (X) | $23,600 | $0 | $0 | |||
| BRYANT WELTERS | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSH WOLMAN | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN FLETCHER | ||||||||
| PRESIDENT & CEO | 40.00 | $573,908 | $0 | $30,232 | Yes (X) | |||
| ALEXANDRA MUNROE | ||||||||
| TRUSTEE/CHAIR | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL KLEIN | ||||||||
| TRUSTEE/VICE CHAIR | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CHARLES WALL | ||||||||
| TRUSTEE/VICE CHAIR | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SARAH BROUGHTON | ||||||||
| TRUSTEE/SECRETARY | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SAM BROWN | ||||||||
| TRUSTEE/TREASURER | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT J HURST | ||||||||
| TRUSTEE | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CARRIE WELLS | ||||||||
| TRUSTEE | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KATE NORTHFIELD LANICH | ||||||||
| VP AND GENERAL MANAGER | 40.00 | $166,226 | $0 | $20,183 | Yes (X) | |||
| AZUSA CHAPMAN | ||||||||
| VP AND DEAN OF STUDENTS | 40.00 | $169,387 | $0 | $10,082 | Yes (X) | |||
| PAUL GIBB | ||||||||
| CFO | 40.00 | $193,445 | $0 | $22,974 | Yes (X) | |||
| AUSTIN STEWART | ||||||||
| VP ADVANCEMENT | 40.00 | $156,216 | $0 | $10,000 | Yes (X) | |||
| LAURA SMITH | ||||||||
| VP MARKETING/COMM. | 40.00 | $211,871 | $0 | $28,032 | Yes (X) | |||
| PATRICK CHAMBERLAIN | ||||||||
| VP ARTISTIC ADMIN. | 40.00 | $222,378 | $0 | $19,896 | Yes (X) | |||
| JENNIFER B ELLIOT | ||||||||
| SR VP FINANCE/ADMIN | 40.00 | $313,678 | $0 | $31,132 | Yes (X) | |||
| FREDERICK GRUETER | ||||||||
| MANAGER OF INFORMATION SER | 40.00 | $119,843 | $0 | $16,419 | Yes (X) | |||
| LENOR LEEDS | ||||||||
| ASSOCIATE VP FOR ADVANCEME | 40.00 | $133,667 | $0 | $21,340 | Yes (X) | |||
| MATTHEW BERGDAHL | ||||||||
| DIRECTOR OF FACILITIES | 40.00 | $112,482 | $0 | $11,619 | Yes (X) | |||
| HEATHER STANTON | ||||||||
| VP OF EDUCATION AND COMMUNITY PROGRAMMING | 40.00 | $108,239 | $0 | $17,861 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,852,032 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $239,770 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||||||
| 9801 WASHINGTONIAN BLVD | GAITHERSBURG | MD | 20878 | FOOD SERVICES | $806,262 | ||||
| MEDICITV | |||||||||
| CONCERT STREAMING | $376,920 | 10 BOULEVARD DE GRENELLE | PARIS | FR | 75015 | ||||
| TISH JIMENEZ CLEANING CO | |||||||||
| 206 LACET CT | ASPEN | CO | 81611 | MAINTENANCE | $313,243 | ||||
| RFAS INC | |||||||||
| IMG ARTISTS LLC 7 WEST 54TH ST | NEW YORK | NY | 10019 | GUEST ARTIST | $241,682 | ||||
| ROBERT SPANO | |||||||||
| 307 SEVENTH AVE SUITE 506 | NEW YORK | NY | 10001 | CONTRACT MUSIC DIRECTOR | $197,610 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,599,685 | FundraisingAmt |
| Government Grants | $94,900 | GovernmentGrantsAmt |
| All Other Contributions | $24,234,680 | AllOtherContributionsAmt |
| Noncash Contributions | $873,065 | NoncashContributionsAmt |
| Total Contributions | $25,929,265 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| STUDENT FEES | 900099 | $5,562,875 | $5,562,875 | ||
| TICKET SALES | 900099 | $2,080,389 | $2,080,389 | ||
| OUTREACH | 900099 | $335,149 | $335,149 | ||
| PROGRAM ADVERTISING | 900099 | $227,129 | $227,129 | ||
| CONCESSIONS & TAPE SAL | 900099 | $60,514 | $60,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,266,056 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,801,674 | TotalRevenueColumnAmt |
| Exclusion | $2,801,674 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $34,725 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $34,725 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,725 | TotalRevenueColumnAmt |
| Exclusion | $34,725 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,587,762 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,866,169 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,721,593 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,721,593 | TotalRevenueColumnAmt |
| Exclusion | $6,721,593 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $143,860 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,599,685 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $684,523 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$540,663 | TotalRevenueColumnAmt |
| Exclusion | -$540,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $42,329 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $25,490 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,839 | TotalRevenueColumnAmt |
| Exclusion | $16,839 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $24,165 | $24,165 | |
| SPLIT INTEREST AGREEME | 900099 | $20,569 | $20,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $44,734 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,274,223 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,002,578 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $227,129 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,115,251 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,803,794 | TotalAmt |
| Program Services | $3,803,794 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,103,877 | TotalAmt |
| Program Services | $1,200,464 | ProgramServicesAmt |
| Management And General | $1,399,057 | ManagementAndGeneralAmt |
| Fundraising | $504,356 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,635,893 | TotalAmt |
| Program Services | $1,917,603 | ProgramServicesAmt |
| Management And General | $458,406 | ManagementAndGeneralAmt |
| Fundraising | $259,884 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,680 | TotalAmt |
| Program Services | $67,022 | ProgramServicesAmt |
| Management And General | $87,539 | ManagementAndGeneralAmt |
| Fundraising | $18,119 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,267 | TotalAmt |
| Program Services | $156,453 | ProgramServicesAmt |
| Management And General | $380,109 | ManagementAndGeneralAmt |
| Fundraising | $81,705 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,786 | TotalAmt |
| Program Services | $228,259 | ProgramServicesAmt |
| Management And General | $126,526 | ManagementAndGeneralAmt |
| Fundraising | $55,001 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,010 | TotalAmt |
| Management And General | $34,010 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,755 | TotalAmt |
| Management And General | $26,755 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,308 | TotalAmt |
| Management And General | $248,308 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,866 | TotalAmt |
| Program Services | $145,835 | ProgramServicesAmt |
| Management And General | $60,707 | ManagementAndGeneralAmt |
| Fundraising | $78,324 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,930 | TotalAmt |
| Management And General | $581,930 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,012 | TotalAmt |
| Program Services | $337,985 | ProgramServicesAmt |
| Management And General | $50,621 | ManagementAndGeneralAmt |
| Fundraising | $22,406 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,098 | TotalAmt |
| Program Services | $61,657 | ProgramServicesAmt |
| Management And General | $203,656 | ManagementAndGeneralAmt |
| Fundraising | $25,785 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,227 | TotalAmt |
| Program Services | $196,914 | ProgramServicesAmt |
| Management And General | $12,309 | ManagementAndGeneralAmt |
| Fundraising | $2,004 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,791 | TotalAmt |
| Program Services | $139,156 | ProgramServicesAmt |
| Management And General | $268,014 | ManagementAndGeneralAmt |
| Fundraising | $11,621 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,301 | TotalAmt |
| Management And General | $3,301 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,098,403 | TotalAmt |
| Program Services | $2,098,403 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,299 | TotalAmt |
| Program Services | $521,525 | ProgramServicesAmt |
| Management And General | $14,339 | ManagementAndGeneralAmt |
| Fundraising | $7,435 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FACULTY EXPENSES | $3,188,414 | $3,188,414 | ||
| STUDENT ROOM & BOARD CO | $1,767,296 | $1,767,296 | ||
| GUEST ARTIST EXPENSES | $1,374,613 | $1,374,613 | ||
| MISCELLANEOUS EXPENSE | $635,048 | $499,339 | $52,670 | $83,039 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,881,883 | TotalAmt |
| Program Services | $2,550,379 | ProgramServicesAmt |
| Management And General | $327,370 | ManagementAndGeneralAmt |
| Fundraising | $4,134 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,744,551 | TotalAmt |
| Program Services | $20,255,111 | ProgramServicesAmt |
| Management And General | $4,335,627 | ManagementAndGeneralAmt |
| Fundraising | $1,153,813 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,630,697 | BOYAmt |
| EOY | $11,743,385 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,119,625 | BOYAmt |
| EOY | $5,729,942 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,682 | BOYAmt |
| EOY | $679,951 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,575 | BOYAmt |
| EOY | $91,054 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,214 | BOYAmt |
| EOY | $661,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $66,708,437 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,508,810 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,987,688 | BOYAmt |
| EOY | $22,199,627 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,888,179 | BOYAmt |
| EOY | $30,912,440 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,678,022 | BOYAmt |
| EOY | $75,444,897 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,225,982 | BOYAmt |
| EOY | $7,729,368 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,694,664 | BOYAmt |
| EOY | $155,191,841 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,353,115 | BOYAmt |
| EOY | $808,890 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,228 | BOYAmt |
| EOY | $148,554 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,895 | BOYAmt |
| EOY | $257,895 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,194,026 | BOYAmt |
| EOY | $6,637,818 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,944,264 | BOYAmt |
| EOY | $7,853,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,508,953 | BOYAmt |
| EOY | $59,079,715 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,241,447 | BOYAmt |
| EOY | $88,258,969 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,750,400 | BOYAmt |
| EOY | $147,338,684 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,694,664 | BOYAmt |
| EOY | $155,191,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $17,529,672 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,058,612 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,375,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,489,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,577,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,459,613 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,388,603 | CurrentTaxYearAmt |
| Total | $77,290,566 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,375,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,489,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,577,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,459,613 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,388,603 | CurrentTaxYearAmt |
| Total | $77,290,566 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $26,690,031 | SubstantialContributorsTotAmt |
| Public Support Total170 | $50,600,535 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,446,126 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,296,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,714,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,778,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,581,879 | CurrentTaxYearAmt |
| Total | $38,817,056 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $584,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $513,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $626,901 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,221,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $728,551 | CurrentTaxYearAmt |
| Total | $3,675,080 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $119,782,702 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $28,407,127 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.42240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,945,889 | BeginningYearBalanceAmt |
| Contributions | $13,396,244 | ContributionsAmt |
| Investment Earnings Or Losses | $10,100,350 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$4,744,598 | OtherExpendituresAmt |
| Administrative Expenses | -$248,308 | AdministrativeExpensesAmt |
| End Year Balance | $112,449,577 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,460,768 | BeginningYearBalanceAmt |
| Contributions | $765,162 | ContributionsAmt |
| Investment Earnings Or Losses | $15,962,834 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$4,504,679 | OtherExpendituresAmt |
| Administrative Expenses | -$238,196 | AdministrativeExpensesAmt |
| End Year Balance | $93,945,889 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,794,416 | BeginningYearBalanceAmt |
| Contributions | $8,835,118 | ContributionsAmt |
| Investment Earnings Or Losses | $8,617,490 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$3,477,673 | OtherExpendituresAmt |
| Administrative Expenses | -$308,583 | AdministrativeExpensesAmt |
| End Year Balance | $81,460,768 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,043,234 | BeginningYearBalanceAmt |
| Contributions | $600,848 | ContributionsAmt |
| Investment Earnings Or Losses | -$19,692,053 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,960,480 | OtherExpendituresAmt |
| Administrative Expenses | -$294,238 | AdministrativeExpensesAmt |
| End Year Balance | $67,794,416 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,220,685 | BeginningYearBalanceAmt |
| Contributions | $2,084,119 | ContributionsAmt |
| Investment Earnings Or Losses | $13,497,912 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$2,522,767 | OtherExpendituresAmt |
| Administrative Expenses | -$236,715 | AdministrativeExpensesAmt |
| End Year Balance | $91,043,234 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.27610 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28430 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $349,265 | OtherCostOrOtherBasisAmt |
| Book Value | $349,265 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,244,049 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,871,357 | DepreciationAmt |
| Book Value | $19,372,692 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,690,705 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,164,093 | DepreciationAmt |
| Book Value | $526,612 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,008,572 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,442,524 | DepreciationAmt |
| Book Value | $566,048 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,415,846 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,836 | DepreciationAmt |
| Book Value | $1,385,010 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,199,627 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY INVESTMENT FUNDS | $70,040,496 | F |
| ABSOLUTE RETURN HEDGE FUND | $4,106,813 | F |
| EQUITY HEDGE FUNDS | $1,297,588 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $75,444,897 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MAROLT OPERATING LEASE LIABILITY | $3,891,607 |
| BURLINGAME OPERATING LEASE LIABILIT | $2,746,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,637,818 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $44,136,317 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,058,612 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $51,790 | OtherRevenueAmt |
| Revenue Not Reported | $1,110,402 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,025,915 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $248,308 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $248,308 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $43,274,223 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,548,033 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $51,790 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $51,790 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,496,243 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $248,308 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $248,308 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,744,551 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE GOAL OF MAA'S ENDOWMENT IS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES 51,790. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES 51,790. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | ALL RECRUITING MATERIALS INCLUDE A STATEMENT OF OUR NON-DISCRIMINATION POLICY. |
| SCHEDULE E, PART I, LINE 6 | MUSIC ASSOCIATES OF ASPEN, INC. RECEIVED CONTRIBUTIONS FROM THE FOLLOWING GOVERNMENTAL AGENCIES. CITY OF ASPEN - 94,900 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | ENDOWMENT INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $34,864,115 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $34,864,115 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $34,864,115 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OPERA BENEFIT | Event1Nm |
| Gross Receipts Event1 | $208,778 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $178,278 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,500 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $43,095 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $58,748 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,482 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,219 | OtherDirectExpensesEvent1Amt |
| Event2 | SEASON BENEFIT | Event2Nm |
| Gross Receipts Event2 | $1,209,424 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,147,824 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $61,600 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $262,584 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $131,880 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $7,745 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $5,768 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $325,343 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $273,583 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $51,760 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $32,821 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $116,514 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $10,450 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,217 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,743,545 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,599,685 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $143,860 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $338,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $307,142 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $23,677 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,204 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $684,523 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$540,663 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| FELLOWSHIP | 261 | $89,751 | $3,124,900 | FMV | TUITION/ROOM AND BOARD |
| SCHOLARSHIPS | 136 | $0 | $513,165 | FMV | SCHOLARSHIP AID |
| WORK STUDY | 360 | $25,178 | |||
| DORM ASSISTANCE | 8 | $0 | $50,800 | FMV | DORM ASSISTANCE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MAA MAINTAINS A DATABASE OF GRANT AWARDS TO ENSURE THAT THESE ARE APPROPRIATELY DISTRIBUTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAN FLETCHER | ||||||||||||||
| PRESIDENT & CEO | $568,709 | $0 | $1,000 | $0 | $4,199 | $0 | $18,613 | $0 | $11,619 | $0 | $604,140 | $0 | $0 | $0 |
| JENNIFER B ELLIOT | ||||||||||||||
| SR VP FINANCE/ADMIN | $307,479 | $0 | $1,000 | $0 | $5,199 | $0 | $18,593 | $0 | $12,539 | $0 | $344,810 | $0 | $0 | $0 |
| PATRICK CHAMBERLAIN | ||||||||||||||
| VP ARTISTIC ADMIN. | $220,179 | $0 | $1,000 | $0 | $1,199 | $0 | $8,277 | $0 | $11,619 | $0 | $242,274 | $0 | $0 | $0 |
| LAURA SMITH | ||||||||||||||
| VP MARKETING/COMM. | $207,672 | $0 | $1,000 | $0 | $3,199 | $0 | $13,213 | $0 | $14,819 | $0 | $239,903 | $0 | $0 | $0 |
| PAUL GIBB | ||||||||||||||
| CFO | $189,246 | $0 | $1,000 | $0 | $3,199 | $0 | $11,355 | $0 | $11,619 | $0 | $216,419 | $0 | $0 | $0 |
| KATE NORTHFIELD LANICH | ||||||||||||||
| VP AND GENERAL MANAGER | $162,027 | $0 | $1,000 | $0 | $3,199 | $0 | $8,564 | $0 | $11,619 | $0 | $186,409 | $0 | $0 | $0 |
| AZUSA CHAPMAN | ||||||||||||||
| VP AND DEAN OF STUDENTS | $167,188 | $0 | $1,000 | $0 | $1,199 | $0 | $10,031 | $0 | $51 | $0 | $179,469 | $0 | $0 | $0 |
| AUSTIN STEWART | ||||||||||||||
| VP ADVANCEMENT | $142,962 | $0 | $1,000 | $0 | $12,254 | $0 | $0 | $0 | $10,000 | $0 | $166,216 | $0 | $0 | $0 |
| LENOR LEEDS | ||||||||||||||
| ASSOCIATE VP FOR ADVANCEME | $129,468 | $0 | $1,000 | $0 | $3,199 | $0 | $7,768 | $0 | $13,572 | $0 | $155,007 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 39 | ContributionCnt |
| Noncash Contributions Rpt F990 | $683,331 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFTS IN KIND | Desc |
| Contribution | 39 | ContributionCnt |
| Noncash Contributions Rpt F990 | $189,734 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | MAA UTILIZES A BROKER TO SELL CONTRIBUTED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION HAS VOTING AND NON-VOTING MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | PER THE BYLAWS OF MAA, VOTING MEMBERS OF THE CORPORATION APPROVE MEMBERS OF THE BOARD OF TRUSTEES AND THE MEMBERS OF THE CORPORATION IN ACCORDANCE WITH THE PROVISIONS OF THESE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | PER THE ARTICLES OF INCORPORATION OF MAA, VOTING MEMBERS MUST APPROVE THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, OF THE CORPORATIONS PROPERTY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990, ALONG WITH ALL SUPPORTING SCHEDULES, IS MADE AVAILABLE TO THE BOARD FINANCE COMMITTEE PRIOR TO FILING. THE FILED FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | UPON DISCOVERY, ALL CONFLICTS OF INTEREST, INCLUDING POTENTIAL CONFLICTS, ARE REPORTED TO THE EXECUTIVE COMMITTEE FOR APPROPRIATE RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF THE CEO AND AND ALL KEY EMPLOYEES AND COMPARES THIS WITH OTHER SIMILAR INSTITUTIONS. THE COMMITTEE APPROVES THE COMPENSATION OF THESE EMPLOYEES AFTER ITS REVIEW. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 24E | SUMMER STAFF HOUSING COSTS: PROGRAM SERVICE EXPENSES 530,515. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 530,515. RENTAL OF EQUIPMENT & VEHICLES: PROGRAM SERVICE EXPENSES 432,497. MANAGEMENT AND GENERAL EXPENSES 13,141. FUNDRAISING EXPENSES 4,134. TOTAL EXPENSES 449,772. MUSIC EDUCATION: PROGRAM SERVICE EXPENSES 426,877. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 426,877. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 383,451. MANAGEMENT AND GENERAL EXPENSES 19,329. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 402,780. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 294,900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 294,900. STUDENT TRANSPORTATION: PROGRAM SERVICE EXPENSES 236,105. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 236,105. OUTREACH: PROGRAM SERVICE EXPENSES 136,193. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,193. COSTUME AND SETS: PROGRAM SERVICE EXPENSES 95,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95,150. MUSIC PURCHASES AND RENTAL: PROGRAM SERVICE EXPENSES 75,895. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,895. REPLACEMENT OF EQUIPMENT: PROGRAM SERVICE EXPENSES 70,896. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,896. STUDENT AUDITION AND RECRUITMENT: PROGRAM SERVICE EXPENSES 67,118. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,118. MUSIC COMMISSIONS: PROGRAM SERVICE EXPENSES 39,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,500. CONCESSIONS: PROGRAM SERVICE EXPENSES 38,715. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,715. STUDENT HEALTH SERVICE: PROGRAM SERVICE EXPENSES 17,467. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,467. |