CHICAGO SYMPHONY ORCHESTRA: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CHICAGO SYMPHONY ORCHESTRA (EIN 36-2167823)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-10
- IRS object ID
- 201141309349300434
- Schema version
- 2009v1.7
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T09:55:35-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM MCGLADREY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167823 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chicago Symphony Orchestra | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHIC | NameControl |
| Phone | 3122943333 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S Michigan Avenue | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606042559 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Deborah R Card | Name |
| Title | President | Title |
| Phone | 3122943210 | Phone |
| Date Signed | 2011-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | Deborah R Card | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S Michigan Avenue | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606042559 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 125045311 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.cso.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1890 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | To present classical music to Chicago, national and international audiences. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 146 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 137 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1163 | TotalNbrEmployees |
| Total Nbr Volunteers | 850 | TotalNbrVolunteers |
| Total Gross UBI | -205581 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -284758 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 26094618 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 32552630 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30215364 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27953888 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1307543 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8789873 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 932332 | OtherRevenuePriorYear |
| Other Revenue Current Year | 328662 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 55934771 | TotalRevenuePriorYear |
| Total Revenue Current Year | 69625053 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 612722 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 615288 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 39259562 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 38394807 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 536902 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 498691 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3437476 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 30900811 | OtherExpensePriorYear |
| Other Expenses Current Year | 29872511 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 71309997 | TotalExpensesPriorYear |
| Total Expenses Current Year | 69381297 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -15375226 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 243756 | RevenuesLessExpensesCY |
| Total Assets BOY | 396194804 | TotalAssetsBOY |
| Total Assets EOY | 422420740 | TotalAssetsEOY |
| Total Liabilities BOY | 189209628 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 203840344 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 206985176 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 218580396 | NetAssetsOrFundBalancesEOY |
| Mission Description | The central mission of the Chicago Symphony Orchestra Association is to present classical music through the Chicago Symphony Orchestra to Chicago, national and international audiences.The mission is supported by four mutually reinforcing elements:Artistic excellence: continued international preeminence in the field of orchestral excellenceAudience development: leading audience development initiativesEducation: superior education and community programsFinancial stability: fiscal responsibility for long-term stability | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 41917615 | Expense |
| Revenue | 22151548 | Revenue |
| Description | Chicago Symphony Orchestra Concerts -- A total of 169 concerts were presented during the fiscal year to an estimated audience of 412,000. In addition, nearly 113 pre- and post-concert lectures were presented to an estimated audience of 29,600.Highlights include a monthlong Pierre Boulez @ 85 celebrations and a three-week Beethoven Festival.Performances outside of Symphony Center include a five-city, nine-concert European tour, two concerts at Carnegie Hall in New York City and one concert in Ann Arbor, MI and Lake Geneva, WI. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4570792 | Expense |
| Revenue | 3609255 | Revenue |
| Description | Symphony Center Presents Concerts -- A total of 50 concerts were presented during the fiscal year to an estimated audience of 86,800.Highlights include the Bank of America Great Performers Series of visiting orchestras, the Jazz at Symphony Center series and other special and holiday performances by internationally renowned artists and ensembles. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1905107 | Expense |
| Revenue | 488432 | Revenue |
| Description | Education Concerts and Activities -- A total of 22 education concerts were presented to an estimated audience of 43,700.In addition to the education concerts offered at Symphony Center for school groups and families, other ongoing programs include teacher workshops, preparatory docent visits, in-class instrument demonstrations, community performances, free tickets and transportation, classroom materials and curricula, and open rehearsals. The Institute for Learning, Access and Training offered many diverse programs that touched the lives of more than 200,000 individuals in the 2009/10 season. | Description |
Activity Other ActivityOther (9 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 1647930 | 615288 | 61210 | Civic Orchestra Concerts -- A total of 7 concerts were presented to an estimated audience of 25,100. In additon, 7 pre-concert lectures were presented to an estimated audience of 1,200. |
| 151238 | Retail Sales - Music-related merchandise is available for purchase at The Symphony Store. | ||
| 143391 | 31215 | Rentals and Commissions - A Club is available to donors for dining prior to CSO concerts. | |
| 907430 | 623020 | Rentals and Commissions - Performance space provided to Chicagoland arts organizations. | |
| 310495 | 210125 | Rentals and Commissions - Restaurant provided to donors for dining prior to or after concerts. | |
| 298349 | 475002 | Rentals and Commissions - Parking lot provided for audiences convenience to attend concerts. | |
| 174214 | 91840 | Rentals and Commissions - Concessions are provided for audiences attending concerts. | |
| 1552130 | 176197 | Media and Royalty - Radio Broadcast series, In-house recording label, audio recordings in compact disc and digital download formats. | |
| 139617 | 36044 | Other Program Services - Includes CSO Chamber concerts. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5324794 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 615288 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1704653 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 53718308 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 209 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 12 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1163 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 146 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 137 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VP for Finance and Administration | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3122943301 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S Michigan Avenue | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606042559 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (157 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Deborah R Card | ||||||||
| President | 40.00 | X | X | 453148 | 0 | 29412 | ||
| William A Osborn | ||||||||
| Chairman | 2.40 | X | X | 0 | 0 | 0 | ||
| Paul C Gignilliat | ||||||||
| Vice Chairman | 0.60 | X | X | 0 | 0 | 0 | ||
| Chester A Gougis | ||||||||
| Vice Chairman | 0.80 | X | X | 0 | 0 | 0 | ||
| Judith W McCue | ||||||||
| Vice Chairman | 1.10 | X | X | 0 | 0 | 0 | ||
| Jane DiRenzo Pigott | ||||||||
| Vice Chairman | 0.90 | X | X | 0 | 0 | 0 | ||
| David B Speer | ||||||||
| Vice Chairman | 0.70 | X | X | 0 | 0 | 0 | ||
| Jay L Henderson | ||||||||
| Vice Chairman&Treasurer | 1.00 | X | X | 0 | 0 | 0 | ||
| Mrs A Watson Armour III | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Mrs Robert A Beatty | ||||||||
| Life Trustee | 0.50 | X | 0 | 0 | 0 | |||
| Marshall Bennett | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Arnold M Berlin | ||||||||
| Life Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Mrs William A Boone | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Mrs Robert Borwell | ||||||||
| Life Trustee | 0.30 | X | 0 | 0 | 0 | |||
| William G Brown | ||||||||
| Life Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Dean L Buntrock | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Robert N Burt | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Richard H Cooper | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| James S Crown | ||||||||
| Life Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Mrs Robert Crown | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Anthony T Dean | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| John A Edwardson | ||||||||
| Life Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Sidney Epstein | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Thomas J Eyerman | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| David W Fox Sr | ||||||||
| Life Trustee | 0.50 | X | 0 | 0 | 0 | |||
| Richard J Franke | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Cyrus F Freidheim Jr | ||||||||
| Life Trustee | 0.20 | X | 0 | 0 | 0 | |||
| H Laurance Fuller | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Mrs Robert W Galvin | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Howard L Gottlieb | ||||||||
| Life Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Mrs Richard H Gottlieb | ||||||||
| Life Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Richard Gray | ||||||||
| Life Trustee | 0.20 | X | 0 | 0 | 0 | |||
| J Parker Hall III | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Joan W Harris | ||||||||
| Life Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Thomas C Heagy | ||||||||
| Life Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Ben W Heineman | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Debora de Hoyos | ||||||||
| Life Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Mrs Roger B Hull | ||||||||
| Life Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Judith A Istock | ||||||||
| Life Trustee | 0.50 | X | 0 | 0 | 0 | |||
| William R Jentes | ||||||||
| Life Trustee | 0.60 | X | 0 | 0 | 0 | |||
| Paul R Judy | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Morris A Kaplan | ||||||||
| Life Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Richard B Kapnick | ||||||||
| Life Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Donald G Kempf Jr | ||||||||
| Life Trustee | 0.40 | X | 0 | 0 | 0 | |||
| George D Kennedy | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Mrs John C Kern | ||||||||
| Life Trustee | 0.40 | X | 0 | 0 | 0 | |||
| John A Koten | ||||||||
| Life Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Fred A Krehbiel | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Charles A Lewis | ||||||||
| Life Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Eva F Lichtenberg | ||||||||
| Life Trustee | 0.30 | X | 0 | 0 | 0 | |||
| John S Lillard | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Donald G Lubin | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| James W Mabie | ||||||||
| Life Trustee | 0.70 | X | 0 | 0 | 0 | |||
| R Eden Martin | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Arthur C Martinez | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Lester H McKeever | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| William W McKittrick | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Newton N Minow | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| John D Nichols | ||||||||
| Life Trustee | 0.20 | X | 0 | 0 | 0 | |||
| James J O'Connor | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Mrs Albert Pawlick | ||||||||
| Life Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Richard Pigott | ||||||||
| Life Trustee | 0.60 | X | 0 | 0 | 0 | |||
| Robert A Pritzker | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Mrs Neil K Quinn | ||||||||
| Life Trustee | 0.40 | X | 0 | 0 | 0 | |||
| John M Richman | ||||||||
| Life Trustee | 0.30 | X | 0 | 0 | 0 | |||
| John W Rogers Jr | ||||||||
| Life Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Mrs Ward C Rogers | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Frank A Rossi | ||||||||
| Life Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Cynthia M Sargent | ||||||||
| Life Trustee | 0.40 | X | 0 | 0 | 0 | |||
| John R Schmidt | ||||||||
| Life Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Irving Seaman Jr | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Thomas C Sheffield Jr | ||||||||
| Life Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Robert C Spoerri | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| William C Steinmetz | ||||||||
| Life Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Carl W Stern | ||||||||
| Life Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Richard J Stern | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Roger W Stone | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| William H Strong | ||||||||
| Life Trustee | 0.60 | X | 0 | 0 | 0 | |||
| Louis C Sudler Jr | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Richard L Thomas | ||||||||
| Life Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Richard P Toft | ||||||||
| Life Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Mrs Howard J Trienens | ||||||||
| Life Trustee | 0.10 | X | 0 | 0 | 0 | |||
| James Weiss | ||||||||
| Life Trustee | 0.20 | X | 0 | 0 | 0 | |||
| William Adams IV | ||||||||
| Trustee | 0.80 | X | 0 | 0 | 0 | |||
| James L Alexander | ||||||||
| Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Anthony K Anderson | ||||||||
| Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Douglas J Bade | ||||||||
| Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Melvyn Bergstein | ||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Wayne D Boberg | ||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Laurence O Booth | ||||||||
| Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Matthew Bucksbaum | ||||||||
| Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Gregory C Case | ||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Frank M Clark | ||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Bruce E Clinton | ||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Richard Colburn | ||||||||
| Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Michelle L Collins | ||||||||
| Trustee | 0.60 | X | 0 | 0 | 0 | |||
| Ellen M Costello | ||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Charles Douglas | ||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | |||
| James B Fadim | ||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | |||
| David W Fox Jr | ||||||||
| Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Joseph B Glossberg | ||||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |||
| Richard C Godfrey | ||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Thomas M Goldstein | ||||||||
| Trustee | 0.30 | X | 0 | 0 | 0 | |||
| William A Goldstein | ||||||||
| Trustee | 0.60 | X | 0 | 0 | 0 | |||
| Karen Goodyear | ||||||||
| Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Mary Louise Gorno | ||||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |||
| Joyce T Green | ||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Mary Winton Green | ||||||||
| Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Joseph A Gregoire | ||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |||
| Anne Dias Griffin | ||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Dietrich Gross | ||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | |||
| David P Hackett | ||||||||
| Trustee | 0.20 | X | 0 | 0 | 0 | |||
| John H Hart | ||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Cheryl Istvan | ||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Cheryle R Jackson | ||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | |||
| David A Kipper | ||||||||
| Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Robert Kohl | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Joseph Konen | ||||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |||
| Josef Lakonishok | ||||||||
| Trustee | 0.30 | X | 0 | 0 | 0 | |||
| John Livingston | ||||||||
| Trustee | 0.60 | X | 0 | 0 | 0 | |||
| CH Randolph Lyon | ||||||||
| Trustee | 0.60 | X | 0 | 0 | 0 | |||
| John F Manley | ||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Ling Z Markovitz | ||||||||
| Trustee | 0.60 | X | 0 | 0 | 0 | |||
| Peter D McDonald | ||||||||
| Trustee | 0.80 | X | 0 | 0 | 0 | |||
| Alfred L McDougal | ||||||||
| Trustee | 0.60 | X | 0 | 0 | 0 | |||
| David E McNeel | ||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | |||
| John M Pratt | ||||||||
| Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Dr Irwin Press | ||||||||
| Trustee | 0.20 | X | 0 | 0 | 0 | |||
| James Reynolds Jr | ||||||||
| Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Norbert G Riedel | ||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Alexander I Rorke | ||||||||
| Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Jerry Rose | ||||||||
| Trustee | 0.30 | X | 0 | 0 | 0 | |||
| Earl J Rusnak Jr | ||||||||
| Trustee | 1.10 | X | 0 | 0 | 0 | |||
| Gloria Santona | ||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Alejandro Silva | ||||||||
| Trustee | 0.60 | X | 0 | 0 | 0 | |||
| Rita Simo | ||||||||
| Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Raymond Skilling | ||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Scott C Smith | ||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |||
| Russ M Strobel | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Peggy Y Thomson | ||||||||
| Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Charles A Tribbett | ||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |||
| Penny Van Horn | ||||||||
| Trustee | 0.90 | X | 0 | 0 | 0 | |||
| Sona Wang | ||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | |||
| Eric E Whitaker MD MPH | ||||||||
| Trustee | 0.20 | X | 0 | 0 | 0 | |||
| Paul Wiggin | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Helen Zell | ||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | |||
| Isabelle Goossen | ||||||||
| Assistant Treasurer | 40.00 | X | 191124 | 0 | 13130 | |||
| Peggy Titterington | ||||||||
| VP for Development | 40.00 | X | 168846 | 0 | 22196 | |||
| Nicole Love | ||||||||
| Secretary | 40.00 | X | 53344 | 0 | 15670 | |||
| Kevin Giglinto | ||||||||
| VP/Marketing and Sales | 40.00 | 155672 | 0 | 27298 | X | |||
| Martha Gilmer | ||||||||
| VP/Artistic Admin. | 40.00 | 185123 | 0 | 28600 | X | |||
| Vanessa Moss | ||||||||
| VP/Orchestra & Bldg Ops. | 40.00 | 178515 | 0 | 28927 | X | |||
| Robert Chen | ||||||||
| Concertmaster | 40.00 | 420843 | 0 | 32704 | X | |||
| John Sharp | ||||||||
| Principal Cello | 40.00 | 250371 | 0 | 34321 | X | |||
| Christopher Martin | ||||||||
| Principal Trumpet | 40.00 | 246529 | 0 | 12964 | X | |||
| Eugene Izotov | ||||||||
| Principal Oboe | 40.00 | 236316 | 0 | 28705 | X | |||
| Jay Friedman | ||||||||
| Principal Trombone | 40.00 | 234754 | 0 | 25204 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2774585 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 299131 | TotalOtherCompensation |
| Number Individuals GT100 K | 129 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SD&A Teleservices Inc | |||||
| 5757 W Century Blvd | Los Angeles | CA | 90045 | Telemarketing & Telefundraising | 953201 |
| Bernard Haitink | |||||
| 220 S Michigan Avenue | Chicago | IL | 60604 | Artist Performances | 771949 |
| Gemini Graphics Inc | |||||
| 860 West Lake Street | Roselle | IL | 601722891 | Printing Services | 577837 |
| Allied Barton Security | |||||
| 161 Washington Street | Conshohocken | PA | 19428 | Security | 527038 |
| KIMCO Corporation | |||||
| 135 S LaSalle | Chicago | IL | 606741607 | Janitorial | 488309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 30 | NumberOfContractorsGT100K |
| Fundraising Events | 1486260 | FundraisingEvents |
| Government Grants | 305734 | GovernmentGrants |
| All Other Contributions | 30760636 | AllOtherContributions |
| Noncash Contributions | 2096260 | NoncashContributions |
| Total Contributions | 32552630 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| Ticket Sales | 711190 | 20644493 | 20644493 | |
| Performance Fees | 711190 | 5175475 | 5175475 | |
| Facility Rental Revenu | 711190 | 623020 | 623020 | |
| Other Program Related | 711190 | 491711 | 491711 | |
| Parking Lot Rental Rev | 711190 | 475002 | $475,002 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 544187 | TotalRevenueColumn |
| Related Or Exempt Function Income | 65409 | RelatedOrExemptFunctionIncome |
| Exclusion | $478,778 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27953888 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4692098 | TotalRevenueColumn |
| Exclusion | $4,692,098 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 312475 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 540749 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -228274 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -228274 | TotalRevenueColumn |
| Unrelated Business Revenue | -228274 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57826309 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53727661 | Securities |
| Other | 873 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4098648 | Securities |
| Other | -873 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4097775 | TotalRevenueColumn |
| Unrelated Business Revenue | 3901 | UnrelatedBusinessRevenue |
| Exclusion | $4,093,874 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1278854 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1486260 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 908770 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 370084 | TotalRevenueColumn |
| Exclusion | $370,084 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 11375 | GrossIncomeGaming |
| Gaming Direct Expenses | 11101 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 274 | TotalRevenueColumn |
| Exclusion | $274 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 417682 | GrossSalesOfInventory |
| Cost Of Goods Sold | 231104 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 186578 | TotalRevenueColumn |
| Related Or Exempt Function Income | 167786 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 18792 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69625053 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27167894 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -205581 | UnrelatedBusinessRevenue |
| Exclusion | $10,110,110 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 615288 | Total |
| Program Services | 615288 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1552527 | Total |
| Program Services | 422477 | ProgramServices |
| Management And General | 938333 | ManagementAndGeneral |
| Fundraising | 191717 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28632888 | Total |
| Program Services | 25372265 | ProgramServices |
| Management And General | 1962805 | ManagementAndGeneral |
| Fundraising | 1297818 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2906628 | Total |
| Program Services | 2688665 | ProgramServices |
| Management And General | 128019 | ManagementAndGeneral |
| Fundraising | 89944 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3427902 | Total |
| Program Services | 3069940 | ProgramServices |
| Management And General | 176217 | ManagementAndGeneral |
| Fundraising | 181745 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1874862 | Total |
| Program Services | 1520040 | ProgramServices |
| Management And General | 243330 | ManagementAndGeneral |
| Fundraising | 111492 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150272 | Total |
| Program Services | 49332 | ProgramServices |
| Management And General | 99586 | ManagementAndGeneral |
| Fundraising | 1354 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93680 | Total |
| Management And General | 93680 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498691 | Total |
| Fundraising | 498691 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58209 | Total |
| Management And General | 56467 | ManagementAndGeneral |
| Fundraising | 1742 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7227644 | Total |
| Program Services | 6760489 | ProgramServices |
| Management And General | 311984 | ManagementAndGeneral |
| Fundraising | 155171 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4351770 | Total |
| Program Services | 3800507 | ProgramServices |
| Management And General | 361595 | ManagementAndGeneral |
| Fundraising | 189668 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 775138 | Total |
| Program Services | 526182 | ProgramServices |
| Management And General | 115256 | ManagementAndGeneral |
| Fundraising | 133700 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221721 | Total |
| Program Services | 76540 | ProgramServices |
| Management And General | 105493 | ManagementAndGeneral |
| Fundraising | 39688 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2387120 | Total |
| Program Services | 1922580 | ProgramServices |
| Management And General | 216722 | ManagementAndGeneral |
| Fundraising | 247818 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2098346 | Total |
| Program Services | 1934328 | ProgramServices |
| Management And General | 76200 | ManagementAndGeneral |
| Fundraising | 87818 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178004 | Total |
| Program Services | 82934 | ProgramServices |
| Management And General | 72510 | ManagementAndGeneral |
| Fundraising | 22560 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6384836 | Total |
| Management And General | 6384836 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3907086 | Total |
| Program Services | 3627935 | ProgramServices |
| Management And General | 279151 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264360 | Total |
| Management And General | 264360 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Equipment Rental & Main | 616743 | 616743 | ||
| Miscellaneous | 558904 | 118716 | 254868 | 185320 |
| Music & Instrument Rent | 335825 | 250494 | 84101 | 1230 |
| Music License Fees | 262853 | 262853 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69381297 | Total |
| Program Services | 53718308 | ProgramServices |
| Management And General | 12225513 | ManagementAndGeneral |
| Fundraising | 3437476 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 590992 | BOY |
| EOY | 1887000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13346629 | BOY |
| EOY | 13412122 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13693905 | BOY |
| EOY | 18841873 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 687972 | BOY |
| EOY | 823512 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202771 | BOY |
| EOY | 166471 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2797683 | BOY |
| EOY | 2689768 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 168719804 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 57519655 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114110362 | BOY |
| EOY | 111200149 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172694217 | BOY |
| EOY | 171565529 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78070273 | BOY |
| EOY | 101834316 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396194804 | BOY |
| EOY | 422420740 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4342138 | BOY |
| EOY | 4665865 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12107816 | BOY |
| EOY | 12615365 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146415000 | BOY |
| EOY | 145515000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26344674 | BOY |
| EOY | 41044114 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189209628 | BOY |
| EOY | 203840344 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112159589 | BOY |
| EOY | 111199042 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23073115 | BOY |
| EOY | 34316093 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71752472 | BOY |
| EOY | 73065261 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206985176 | BOY |
| EOY | 218580396 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396194804 | BOY |
| EOY | 422420740 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26325053 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29079285 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22408711 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26094618 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32552630 | CurrentTaxYear |
| Total | 136460297 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26325053 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29079285 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22408711 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26094618 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32552630 | CurrentTaxYear |
| Total | 136460297 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 7561898 | AmountsSubstContributorsTotal |
| Public Support Total170 | 128898399 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8334718 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9926530 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8488363 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6054823 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4692098 | CurrentTaxYear |
| Total | 37496532 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 173956829 | TotalSupport |
| Gross Receipts From Admissions Etc | 156303462 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74100 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.74720 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 274 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 274 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 69381023 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 69381297 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 48851 | CurrentYearMinus3 |
| Current Year Minus2 | 20448 | CurrentYearMinus2 |
| Current Year Minus1 | 421 | CurrentYearMinus1 |
| Current Year | 274 | CurrentYear |
| Total | 69994 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 190895000 | BeginningOfYearBalance |
| Contributions | 3503000 | Contributions |
| Investment Earnings Or Losses | 25481000 | InvestmentEarningsOrLosses |
| Other Expenditures | 11223000 | OtherExpenditures |
| End Of Year Balance | 208656000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 232001000 | BeginningOfYearBalance |
| Contributions | 8476000 | Contributions |
| Investment Earnings Or Losses | -38454000 | InvestmentEarningsOrLosses |
| Other Expenditures | 11125000 | OtherExpenditures |
| Administrative Expenses | 3000 | AdministrativeExpenses |
| End Of Year Balance | 190895000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.55290 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.35010 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09700 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25475169 | OtherCostOrOtherBasis |
| Book Value | 25475169 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 124308529 | OtherCostOrOtherBasis |
| Depreciation | 47648079 | Depreciation |
| Book Value | 76660450 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 355046 | OtherCostOrOtherBasis |
| Depreciation | 321621 | Depreciation |
| Book Value | 33425 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7954614 | OtherCostOrOtherBasis |
| Depreciation | 6165144 | Depreciation |
| Book Value | 1789470 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10626446 | OtherCostOrOtherBasis |
| Depreciation | 3384811 | Depreciation |
| Book Value | 7241635 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 111200149 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Alternative investments - Absolute return | 36486492 | F |
| Alternative investments - Hedged equities | 36140066 | F |
| Alternative investments - Other | 15100669 | F |
| Real Assets | 12289541 | F |
| Held in trust | 1817500 | F |
| Other | 48 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 101834316 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Pension benefits | $22,391,046 |
| Other long-term liabilities | $1,061,524 |
| Interest rate swap contracts | $17,591,544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 41044114 | TotalOfAmounts |
| Total Revenue | 69625053 | TotalRevenue |
| Total Expenses | 69381297 | TotalExpenses |
| Excess Or Deficit For Year | 243756 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 24921284 | NetUnrealizedGLOnInvestments |
| Other | -$13,569,820 | OtherAmount |
| Total Adjustments | 11351464 | TotalAdjustments |
| Excess Or Deficit Per FS | 11595220 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 96780436 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 24921284 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 541502 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 25462786 | RevenueNotRptdF990 |
| Revenue Subtotal | 71317650 | RevenueSubtotal |
| Other Revenues Not Included | -1692597 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1692597 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 69625053 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 85185216 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 541502 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 13569820 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 14111322 | ExpensesNotRptdF990 |
| Expenses Subtotal | 71073894 | ExpensesSubtotal |
| Other Expenses Not Included | -1692597 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -1692597 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 69381297 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | The Investment Committee, which oversees all the Corporation's investments, operates under investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs, while seeking to maintain the purchasing power of the endowment assets. Under these policies, the endowment assets are invested in a manner that, over time, will meet the long-term objective of a 5% real return on assets. The Corporation's policy is to preserve the historical dollar value of permanently restricted contributions, and to use any of the investment returns as is prudent considering the Corporation's long- and short-term needs, resources, duration and preservation of donor-restricted endowment funds, donor restrictions, expected total return on its investments, price level trends, general economic conditions, and investment policies. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | Line 2: The Corporation is exempt from federal and state income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code unless it has income from unrelated business activities. On July 1, 2009, the Corporation adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Corporation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Corporation, continued tax exempt status of bonds payable, and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition classification, interest and penalties on income taxes, and accounting in interim periods. At June 30, 2010, there were no unrecognized tax benefits identified or recorded as liabilities. |
| Part XI, Line 8 - Other Adjustments: | Changes in pension plan assets and benefit obligations: -8440806. Swap market value adjustment: -5129014. | |
| Part XII, Line 4b - Other Adjustments: | Rental expenses (Part VIII, Line 6b): -540749. Gain on sale of other assets (Part VIII, Line 7c(ii)): -873. Fundraising event expenses (Part VIII, Line 8b): -919871. Cost of goods sold (Part VIII, Line 10b): -231104. | |
| Part XIII, Line 2d - Other Adjustments: | Swap market value adjustment: 5129014. Changes in pension plan assets and benefit obligations: 8440806. | |
| Part XIII, Line 4b - Other Adjustments: | Rental expenses (Part VIII, Line 6b): -540749. Gain on sale of other assets (Part VIII, Line 7c(ii)): -873. Fundraising event expenses (Part VIII, Line 8b): -919871. Cost of goods sold (Part VIII, Line 10b): -231104. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Europe (Including Iceland & Greenland) | Program Services | In September 2009, the Chicago Symphony Orchestra conducted a five-city , nine-concert tour to Europe which included stops in Berlin, Lucerne, Vienna, Paris and London. | 3206410 |
| Central America and the Caribbean | Investments |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 3206410 | TotalAmountSpent |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SD&A Teleservices Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefundraising Campaigns | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 2019288 | GrossReceipts |
| Amount Retained By Contractor | 498691 | AmountRetainedByContractor |
| Net To Organization | 1520597 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2019288 | TotalGrossReceipts |
| Total Retained By Contractors | 498691 | TotalRetainedByContractors |
| Total Net To Organization | 1520597 | TotalNetToOrganization |
| Licensed States | IL | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Corporate Night | NameOfEvent1 |
| Gross Receipts Event1 | 1380711 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 714373 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 666338 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 7417 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 83386 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 94716 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 267170 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Opening Night Gala | NameOfEvent2 |
| Gross Receipts Event2 | 1060168 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 651160 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 409008 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 5872 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 127999 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 31457 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 10475 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 66230 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 16 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 324235 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 120727 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 203508 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 27636 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 27786 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 52941 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 19069 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 86616 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2765114 | GrossReceiptsTotal |
| Charitable Contributions Total | 1486260 | CharitableContributionsTotal |
| Gross Revenue Total Events | 1278854 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 40925 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 155785 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 167784 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 124260 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 420016 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 908770 | DirectExpenseSummaryEvents |
| Net Income Summary | 370084 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Civic Orchestra Stipends | 133 | 546958 |
| Civic Orchestra Fellowships | 13 | 68330 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedure for Monitoring Grants in the U.S.: | Part I, Line 2: | Schedule I, Part I, Line 2: All regular members of the Civic Orchestra of Chicago receive a stipend. Associate members receive stipends if they perform as a sub or an extra player. Most Regular members receive an annual stipend of $6,300. Stipends offset the cost of living, allowing musicians more time to spend on their music studies. While the majority of Civic musicians are post-graduates, stipends may be applied to tuition expenses for students pursuing degrees in music. Thirteen graduate string players, all of whom are Regular members, receive a fellowship (rather than the stipend) annually that is disbursed on an annual or semester basis directly to the academic institution they are attending. This is part of a cooperative agreement between the Civic Orchestra and area schools (Northwestern University, DePaul University, Northern Illinois University, and Chicago College of Performing Arts at Roosevelt University) to provide two years of tuition-free graduate study. The academic institution covers the portion of the tuition that the fellowship from the Civic Orchestra does not cover. |
| Other Information: | Part IV: | Civic Membership: Members of the Civic Orchestra of Chicago are chosen by blind audition in February-March for the following season (September-May). Adjudicators are members of the Chicago Symphony Orchestra. Auditionees play a prepared list of orchestral excerpts and a solo work that has been selected by the CSO member, and are ranked by a number during the audition process. When the auditions are over, the numbers are placed in order and then matched with the name of the auditionee. From the list, Regular and Associate membership rosters are formed. Regular section membership is based on the number of players required in a given section on a regular basis. Subs and extras are drawn from the Associate membership roster as needed throughout the season. All ranking is guided by the artistic quality of the audition as determined by the adjudicator. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deborah R Card | |||||||||||||
| 409044 | 0 | 0 | 0 | 44104 | 0 | 12615 | 0 | 16797 | 0 | 482560 | 0 | 0 | 0 |
| Isabelle Goossen | |||||||||||||
| 168381 | 0 | 0 | 0 | 22743 | 0 | 9158 | 0 | 3972 | 0 | 204254 | 0 | 0 | 0 |
| Peggy Titterington | |||||||||||||
| 152121 | 0 | 0 | 0 | 16725 | 0 | 7425 | 0 | 14771 | 0 | 191042 | 0 | 0 | 0 |
| Kevin Giglinto | |||||||||||||
| 141134 | 0 | 0 | 0 | 14538 | 0 | 7063 | 0 | 20235 | 0 | 182970 | 0 | 0 | 0 |
| Martha Gilmer | |||||||||||||
| 164228 | 0 | 0 | 0 | 20895 | 0 | 10363 | 0 | 18237 | 0 | 213723 | 0 | 0 | 0 |
| Vanessa Moss | |||||||||||||
| 162767 | 0 | 0 | 0 | 15748 | 0 | 9489 | 0 | 19439 | 0 | 207443 | 0 | 0 | 0 |
| Robert Chen | |||||||||||||
| 414468 | 0 | 0 | 0 | 6375 | 0 | 4123 | 0 | 28581 | 0 | 453547 | 0 | 0 | 0 |
| John Sharp | |||||||||||||
| 232540 | 0 | 0 | 0 | 17831 | 0 | 9101 | 0 | 25220 | 0 | 284692 | 0 | 0 | 0 |
| Christopher Martin | |||||||||||||
| 245378 | 0 | 0 | 0 | 1151 | 0 | 3226 | 0 | 9738 | 0 | 259493 | 0 | 0 | 0 |
| Eugene Izotov | |||||||||||||
| 224753 | 0 | 0 | 0 | 11563 | 0 | 2672 | 0 | 26033 | 0 | 265021 | 0 | 0 | 0 |
| Jay Friedman | |||||||||||||
| 210339 | 0 | 0 | 0 | 24415 | 0 | 4167 | 0 | 21037 | 0 | 259958 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | Charter travel is provided for all employees during certain foreign and domestic tours when deemed more economical. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Illinois Finance Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 861091967 | IssuerEIN |
| CUSIP Number | 45200FGY9 | CUSIPNumber |
| Date Issued | 2008-05-29 | DateIssued |
| Issue Price | 83015000 | IssuePrice |
| Description Of Purpose | See Schedule O | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 83015000 | TotalProceeds |
| Amount Defeased | 81364393 | AmountDefeased |
| Issuance Costs From Proceeds | 1030607 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 620000 | WorkingCapitalExpenditures |
| Year Of Subst Completion | 1997 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Chicago Tribune | |||
| William A. Osborn (Board Member), Helen Zell (Family relationship) | 473416 | Advertising - Print | 0 |
| The Northern Trust Company | |||
| William A. Osborn (Board Chairman), James S. Crown (Family relationship) | 810442 | Letter of Credit and other banking fees | 0 |
| Mayer Brown | |||
| Debora de Hoyos, John Schmidt (Partners) Judith McCue (Family relationship) | 324550 | Legal services | 0 |
| Blue Cross Blue Shield of Illinois | |||
| Michelle L. Collins (Affiliate) | 415737 | Insurance premiums | 0 |
| JP Morgan | |||
| James S. Crown (Board Member), David Fox, Jr. (Vice Chairman) | 182460 | Letter of Credit and other banking fees | 0 |
| Peter E Ellefson | |||
| Deborah R. Card (Family Relationship) | 17374 | Substitute musician fees | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 82 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1960096 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV of stock | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (6 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Other Misc | 1 | 7614 | Fair Market Value |
| X | Event prizes | 1 | 29988 | Fair Market Value |
| X | Software | 1 | 4175 | Fair Market Value |
| X | Advertising | 1 | 50904 | Fair Market Value |
| X | Printing | 1 | 16333 | Fair Market Value |
| X | Wine Sponsor | 1 | 27150 | Fair Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | Publicly traded securites are sold via a stock brokerage account held at the corporation's primary banking relationship. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | Family Relationship: David W. Fox, Sr., David W. Fox, Jr. Business Relationship 1: Gregory C. Case, R. Eden Martin, John W. Rogers, Jr., Gloria Santona Business Relationship 2: Frank M. Clark, Ellen M. Costello Business Relationship 3: Susan Crown (relative of James S. Crown), David B. Speer Business Relationship 4: Debora de Hoyos, Judith W. McCue, John R. Schmidt Business Relationship 5: John W. Rogers, Jr., Gloria Santona, Roger W. Stone Business Relationship 6: James J. O'Connor, John W. Rogers, Jr. Business Relationship 7: Michelle L. Collins, Frederick A. Krehbiel Business Relationship 8: James S. Crown, David W. Fox, Jr. Business Relationship 9: R. Eden Martin, Russ M. Strobel Business Relationship 10: Susan Crown (relative of James S. Crown), William A. Osborn Business Relationship 11: Charles W. Douglas, Debora de Hoyos, R. Eden Martin, Richard B. Kapnick, Newton N. Minow Business Relationship 12: William A. Osborn, Helen Zell Business Relationship 13: James J. O'Connor, Peter D. McDonald Business Relationship 14: Frank M. Clark, Dean L. Buntrock |
| Form 990, Part VI, Section A, line 7a | At each annual meeting the fully ratified Governing Members elect regular and life trustees. |
| Form 990, Part VI, Section B, line 11 | CSO staff prepares Form 990, and it is reviewed by our tax advisor. Staff and the tax advisor discuss and review the entire Form 990 and Form 990-T with members of the CSO Audit Committee, who review and accept it before it is filed as set forth in the Committee Authority and Responsibility section of the Audit Committee charter. At its Spring meeting, the Board of Trustees was reminded of the Audit Committee's responsibility to review and approve the annual tax returns. The 2009 Form 990 and Form 990-T were reviewed and approved at the April 25, 2011 meeting of the Audit Committee. |
| Form 990, Part VI, Section B, line 12c | The CSO maintains a Conflict of Interest Policy that applies to all trustees, the Executive Committees of certain auxiliary operations operating under the CSO's bylaws, senior management and other designated staff members, and non-trustee members of Trustee committees. The Policy requires each person to whom the policy applies to complete an annual disclosure questionnaire that discloses any business or financial interest, which might reasonably be expected to give rise to a possible conflict between the interest of the CSO and the interest of such person. The Policy forbids such individuals from voting on or using their personal influence in connection with such business or financial issues. In the event the CSO does conduct business with a related party, the financial terms of those relationships are reported annually to the Audit Committee, whose members are independent per the terms of its charter. The CSO requires each non-union employee to conduct themselves in accordance with the code of Business Conduct and Ethics, approved by the Board of Trustees, and to sign an annual statement acknowledging their understanding of and compliance with the Code. |
| Form 990, Part VI, Section B, line 15 | The process for determining the compensation of the President included a meeting on May 11, 2009, of the Administrative Personnel Committee, which was comprised of three independent trustees and two non-trustees. It was determined that the study of executive compensation be deferred, in light of a wage freeze for all administrative staff including executives as well as the President. It was stated that CSOA executive salaries were in line with past survey data. These items were documented in the minutes of the meeting. The process for determining the compensation of other officers or key employees included a meeting on May 11, 2009, of the Administrative Personnel Committee, which was comprised of three independent trustees and two non-trustees. It was determined that the study of executive compensation be deferred, in light of a wage freeze for all administrative staff including executives as well as the President. It was stated that CSOA executive salaries were in line with past survey data. These items were documented in the minutes of the meeting. |
| Form 990, Part VI, Section C, line 19 | Financial statements, governing documents and conflict of interest policy are available to the public upon request. |
| The process of oversight of the financial statements and selection of an independent accountant performed by the Audit Committee has not changed from the prior fiscal year. | |
| Schedule K Supplental Information | Part I, Line A, Column (f): The Bonds were issued to (i) refinance a line of credit to the Chicago Symphony Orchestra (the Symphony) from the Northern Trust Company (the Line of Credit) and pay or reimburse the Symphony for certain costs relating to the conversion of the interest rate mode (the Series 2002 Conversion) on the $80,650,000 original aggregate principal amount of the Illinois Educational Facilities Authority Revenue Refunding Bonds, Chicago Symphony Orchestra, Series 2002 (the Series 2002 Bonds) and (ii) pay a portion of the interest on the Bonds and certain costs of issuance of the Bonds (including credit enhancement). The proceeds of the Line of Credit were used to finance a portion of the costs of (i) financing the mandatory purchase of the Series 2002 Bonds by the Symphony in connection with the Series 2002 Conversion, (ii) paying certain costs and expenses related to (a) the incurrence and maintenance of the Line of Credit, and (b) the Series 2002 Conversion, and (iii) paying accrued interest on the Line of Credit. The Series 2002 Bonds were issued on December 19, 2002 to refund all of the $77,900,000 original aggregate principal amount of the Illinois Development Finance Authority Variable/Fixed Rate Demand Revenue Bonds, Series 1996 (Chicago Symphony Orchestra Project) (the Series 1996 Bonds), (ii) pay a portion of interest on the Series 2002 Bonds, and (iii) pay a portion of costs of issuance (including bond insurance premium). The 1996 Bonds were issued on June 12, 1996 to (i) finance, refinance and reimburse the Symphony for certain costs relating to the renovation and expansion of Orchestra Hall and surrounding properties, (ii) pay a portion of interest on the Series 1996 Bonds, (iii) pay or reimburse the Symphony for a portion of the interest on the $50,000,000 Illinois Development Finance Authority Variable/Fixed Rate Demand Revenue Bonds, Series 1994 (Chicago Symphony Orchestra Project), and (iv) pay certain costs relating to letters of credit and costs of issuance. Part II, Line 5, Column A: This amount consists of $722,486.67 for costs of issuance and $308,119.95 for costs to provide a qualified guarantee pursuant to Treas. Reg. Section 1.148-4(f). Part II, Line 6, Column A: This amount was used to pay capitalized interest pursuant to Treas. Reg. Section 1.148-6(d)(3)(ii)(A)(3). |
| Explanation of amended items: Column F on Schedule J-2 adjusted to agree with the total of columns C and D on Schedule J, Part II. |