Form 990 for tax year 2022
Filed by MINNESOTA ORCHESTRAL ASSOCIATION.
Totals
- Total revenue
- $45,012,946
- Total expenses
- $45,244,361
- Contributions and grants received
- $35,110,008
- Grants paid
- $570
- Program service revenue
- $9,127,728
- Investment income
- $18,115
- Other revenue
- $757,095
- Total assets, end of year
- $201,128,365
- Total liabilities, end of year
- $15,020,380
- Net assets or fund balances, end of year
- $186,107,985
- Program services expenses (Part IX)
- $36,009,622
- Management and general expenses
- $6,264,846
- Fundraising expenses
- $2,969,893
- Program service expenses (Part III)
- $36,009,622
Program services were 79.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$623,488
-
1e · Government grants (contributions)
$6,041,395
-
1f · All other contributions, gifts and grants
$28,445,125
-
1g · Noncash contributions included above
$4,895,701
-
2a · Program service revenue: ORCHESTRA TICKETS
total $6,307,126 · related or exempt $6,307,126
-
2b · Program service revenue: ORCHESTRA SERVICE FEES
total $1,124,940 · related or exempt $1,124,940
-
2c · Program service revenue: RENTALS
total $915,815 · unrelated business $915,815
-
2d · Program service revenue: CONCESSIONS & FEES
total $779,847 · related or exempt $779,847
-
3 · Investment income
total $15,711 · unrelated business -$228,404 · excluded $244,115
-
5 · Royalties
total $5,007 · excluded $5,007
-
7a · Gross sales of assets other than inventory
securities $12,625,351
-
7b · Less cost or other basis and sales expenses
securities $12,619,653 · other assets $3,294
-
7c · Gain or loss
securities $5,698 · other assets -$3,294
-
7d · Net gain or loss
total $2,404 · excluded $2,404
-
8a · Fundraising events: gross income
$691,885
-
8a · Fundraising events: contributions included on line 1c
$623,488
-
8b · Fundraising events: direct expenses
$352,375
-
8c · Net income from fundraising events
total $339,510 · excluded $339,510
-
10a · Gross sales of inventory
$786,299
-
10b · Cost of goods sold
$373,721
-
10c · Net income from sales of inventory
total $412,578 · unrelated business -$44,219 · excluded $456,797
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $570 · program services $570
-
5 · Compensation of officers, directors and key employees
total $1,133,166 · management and general $1,133,166
-
7 · Other salaries and wages
total $21,718,814 · program services $18,791,352 · management and general $1,384,196 · fundraising $1,543,266
-
8 · Pension plan contributions
total $86,809 · program services $86,809
-
9 · Other employee benefits
total $4,131,263 · program services $3,453,103 · management and general $387,440 · fundraising $290,720
-
10 · Payroll taxes
total $1,610,127 · program services $1,328,264 · management and general $172,778 · fundraising $109,085
-
11b · Fees: legal
total $193,555 · management and general $193,555
-
11c · Fees: accounting
total $71,302 · management and general $71,302
-
11d · Fees: lobbying
total $55,727 · management and general $55,727
-
11f · Fees: investment management
total $1,048,471 · management and general $1,048,471
-
11g · Fees: other
total $2,110,563 · program services $1,310,323 · management and general $327,682 · fundraising $472,558
-
12 · Advertising and promotion
total $2,077,392 · program services $1,833,622 · management and general $33,070 · fundraising $210,700
-
13 · Office expenses
total $660,290 · program services $199,518 · management and general $405,105 · fundraising $55,667
-
14 · Information technology
total $131,471 · program services $71,700 · management and general $59,771
-
16 · Occupancy
total $660,787 · program services $639,399 · management and general $21,388
-
17 · Travel
total $257,765 · program services $214,635 · management and general $36,376 · fundraising $6,754
-
19 · Conferences, conventions and meetings
total $34,840 · program services $17,570 · management and general $14,336 · fundraising $2,934
-
22 · Depreciation, depletion and amortization
total $2,003,490 · program services $1,984,679 · management and general $18,811
-
23 · Insurance
total $475,203 · program services $21,223 · management and general $453,980
-
24a · Other expenses: DIRECT CONCERT EXPENSES
total $5,316,429 · program services $5,187,660 · fundraising $128,769
-
24b · Other expenses: EQUIPMENT
total $542,736 · program services $526,875 · management and general $15,861
-
24c · Other expenses: FINANCING COSTS
total $350,057 · management and general $350,057
-
24d · Other expenses: MEMBERSHIPS & SUBSCRIPT
total $134,882 · program services $52,847 · management and general $79,700 · fundraising $2,335
-
24e · All other expenses
total $438,652 · program services $289,473 · management and general $2,074 · fundraising $147,105
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $379,578 · end of year $1,173,558
-
2 · Savings and temporary cash investments
beginning of year $4,140,787 · end of year $4,721,235
-
3 · Pledges and grants receivable
beginning of year $12,411,310 · end of year $15,577,087
-
4 · Accounts receivable
beginning of year $408,734 · end of year $790,797
-
8 · Inventories for sale or use
beginning of year $121,046 · end of year $108,656
-
9 · Prepaid expenses and deferred charges
beginning of year $930,707 · end of year $1,017,315
-
10a · Land, buildings and equipment: cost or other basis
$75,916,929
-
10b · Land, buildings and equipment: accumulated depreciation
$31,014,462
-
10c · Land, buildings and equipment, net
beginning of year $46,403,702 · end of year $44,902,467
-
11 · Investments: publicly traded securities
beginning of year $27,775,574 · end of year $18,132,458
-
12 · Investments: other securities
beginning of year $110,160,482 · end of year $113,683,728
-
15 · Other assets
beginning of year $530,601 · end of year $1,021,064
-
17 · Accounts payable and accrued expenses
beginning of year $2,186,428 · end of year $2,365,524
-
19 · Deferred revenue
beginning of year $4,337,400 · end of year $4,711,419
-
23 · Secured mortgages and notes payable
beginning of year $3,238,495 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $7,500,000 · end of year $4,500,000
-
25 · Other liabilities
beginning of year $2,339,009 · end of year $3,443,437
-
27 · Net assets without donor restrictions
beginning of year -$22,994,989 · end of year -$27,490,050
-
28 · Net assets with donor restrictions
beginning of year $206,656,178 · end of year $213,598,035
Mission and programs · 2022
Mission
THE MINNESOTA ORCHESTRA MISSION IS TO ENRICH, INSPIRE AND SERVE OUR COMMUNITY AS AN ENDURING SYMPHONY ORCHESTRA INTERNATIONALLY RECOGNIZED FOR ITS ARTISTIC EXCELLENCE.
Activities or mission (Part I)
AN INTERNATIONALLY-RECOGNIZED ORCHESTRA DEDICATED TO ENRICHING AND SERVING MINNESOTA COMMUNITY.
-
THE GRAMMY AWARD-WINNING MINNESOTA ORCHESTRA IS RECOGNIZED FOR OUTSTANDING PERFORMANCES IN MINNESOTA AND AROUND THE WORLD, AS WELL AS FOR CRITICALLY-ACCLAIMED RECORDINGS, LIVESTREAMS, AND RADIO AND TV BROADCASTS, AND A LONGTIME COMMITMENT TO STATE-WIDE MUSIC EDUCATION AND ENGAGEMENT PROGRAMS.THE 2022-23 SEASON MARKED A STEADY REBOUND FROM THE PANDEMIC, WITH THE ORCHESTRA OFFERING 138 CONCERTS AND EVENTS AT ORCHESTRA HALL AND BEYOND. ARTISTICALLY, IT WAS A SEASON OF TRANSITION BETWEEN ONE MUSIC DIRECTOR (OSMO VNSK WHO COMPLETED HIS 19-YEAR TENURE IN FISCAL 2022) AND INCOMING MUSIC DIRECTOR THOMAS SNDERGRD (WHO BEGINS HIS TENURE IN FISCAL 2024.) HIGHLIGHTS OF THE SEASON INCLUDED THE WORLD PREMIERE OF BREA(D)TH, A CHORAL-ORCHESTRAL WORK COMMISSIONED BY THE ORCHESTRA AFTER THE MURDER OF GEROGE FLOYD; THE RELEASE OF MAHLER'S NINTH SYMPHONY ON THE BIS RECORDS LABEL; AND COLLECTION OF PERFORMANCES FEATURING MINNESOTA ORCHESTRA MUSICIANS AS SOLOISTS. THE ORCHESTRA CONTINUED ITS PARTNERSHIP WITH TWIN CITIES PBS AND YOURCLASSICAL MPR TO CREATE THE BROADCAST AND LIVESTREAM SERIES THIS IS MINNESOTA ORCHESTRA. ACROSS THE SEASON THE ORCHESTRA PRODUCED SEVEN LIVE CONCERTS FOR AUDIENCES AROUND THE WORLD AND DEBUTED THEM FREE OF CHARGE ON TV, RADIO AND ONLINE STREAMING; IN TOTAL THE ORCHESTRA'S DIGITAL CONCERTS RECEIVED 235,000 VIEWS DURING THE 2022-23 SEASON. IN RECOGNITION OF THE ARTISTRY AND INNOVATION OF THE SERIES, THE ORCHESTRA WAS AWARDED AN UPPER MIDWEST EMMY IN 2022.THE MINNESOTA ORCHESTRA ANNUALLY CONNECTS WITH MORE THAN 85,000 MUSIC LOVERS THROUGH FAMILY CONCERTS AND EDUCATIONAL PROGRAMS INCLUDING ITS FLAGSHIP YOUNG PEOPLE'S CONCERTS, WHICH WERE FIRST LAUNCHED IN 1911 AND HAVE HELPED TO LIGHT A SPARK FOR CLASSICAL MUSIC WITH GENERATIONS OF STUDENTS. IN THE 2022-23 SEASON, THE ORCHESTRA PERFORMED YOUNG PEOPLE'S CONCERTS FOR MORE THAN 28,000 STUDENTS FROM 237 SCHOOLS AROUND THE STATE. MORE THAN ONE-QUARTER OF THOSE STUDENTS ATTENDED FOR FREE, WHILE OTHERS RECEIVED THEIR TICKET FOR JUST $6.25.IN MAY, THE ORCHESTRA TRAVELED TO AUSTIN, MINNESOTA, FOR ITS COMMON CHORDS RESIDENCY PROGRAM, IN WHICH SMALL ENSEMBLES OF MUSICIANS PERFORMED MORE THAN 18 (MOSTLY FREE) EVENTS AROUND THE COMMUNITYATTENDED BY SOME 5,000 AUSTIN RESIDENTS. THE CELEBRATORY WEEK WAS CAPPED OFF BY AN ORCHESTRA PERFORMANCE AT AUSTIN HIGH SCHOOL.IN JULY THE ORCHESTRA PRESENTED SUMMER AT ORCHESTRA HALL, A MONTH-LONG FESTIVAL FEATURING PERFORMANCES INDOORS AND OUT. CURATED BY PIANIST AND CREATIVE PARTNER JON KIMURA PARKER, THE PROGRAMMING EXPLORED MUSIC IN MOTION AND ONCE AGAIN FEATURED THE INTERNATIONAL DAY OF MUSIC, A FREE CELEBRATION OF MUSIC FOR ALL AGES, SHOWCASING MORE THAN 25 ACTS ACROSS FOUR STAGES AND PROGRAMMED IN COORDINATION WITH THE CEDAR CULTURAL CENTER. WHETHER PERFORMING AT ORCHESTRA HALL, IN GREATER MINNESOTA OR ON AN INTERNATIONAL STAGE, THE MINNESOTA ORCHESTRA REMAINS COMMITTED TO BRINGING PEOPLE TOGETHER THROUGH MUSIC.
Expenses $36,009,622 · Grants $570 · Revenue $8,211,913
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Nancy E LindahlNANCY E LINDAHL
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Joseph T GreenJOSEPH T GREEN
IMMEDIATE PAST CHAIR (THROUGH JAN 23)
- Total calculated
- $0
- Hours/week
- 1
-
Laurie Hodder GreenoLAURIE HODDER GREENO
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Michael KlingensmithMICHAEL KLINGENSMITH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jerome D Hamilton JrJEROME D HAMILTON JR
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
William P MillerWILLIAM P MILLER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Martin R LueckMARTIN R LUECK
VICE CHAIR (THROUGH JAN 23)
- Total calculated
- $0
- Hours/week
- 1
-
Dr Karen Hsiao AsheDR KAREN HSIAO ASHE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Evan GarruthersEVAN GARRUTHERS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kita McVayKITA MCVAY
OFFICER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Tim GeoffrionTIM GEOFFRION
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Abigail RoseABIGAIL ROSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen GrandstrandKAREN GRANDSTRAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen HimleKAREN HIMLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kate T KellyKATE T KELLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathy JunekKATHY JUNEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laysha WardLAYSHA WARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leni MooreLENI MOORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa ParadisLISA PARADIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lloyd KeppleLLOYD KEPPLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark D CopmanMARK D COPMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary SumnersMARY SUMNERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Maurice HollomanMAURICE HOLLOMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael A LindsayMICHAEL A LINDSAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael M RoosMICHAEL M ROOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike ElliottMIKE ELLIOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julie Haight-CurranJULIE HAIGHT-CURRAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Miluska NovotaMILUSKA NOVOTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nan NelsonNAN NELSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patrick G MahoneyPATRICK G MAHONEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paula DecossePAULA DECOSSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Philip IsaacsonPHILIP ISAACSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rochelle F BleaseROCHELLE F BLEASE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Roma Calatayud-StocksROMA CALATAYUD-STOCKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sarah BrewSARAH BREW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shamayne BramanSHAMAYNE BRAMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas HerrTHOMAS HERR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas NewtonTHOMAS NEWTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Timothy WelshTIMOTHY WELSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael S JonesMICHAEL S JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan EisenbergJONATHAN EISENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William S HenakWILLIAM S HENAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John W DaytonJOHN W DAYTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John WilgersJOHN WILGERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Erik Van KuijkDR ERIK VAN KUIJK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Douglas M Baker JrDOUGLAS M BAKER JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Diane HofstedeDIANE HOFSTEDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Darren AchesonDARREN ACHESON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cindy OlmansonCINDY OLMANSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Mary G LawrenceDR MARY G LAWRENCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Catherine R WebsterCATHERINE R WEBSTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Betsy FrostBETSY FROST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara GoldBARBARA GOLD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anne BettsANNE BETTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angela S PenningtonANGELA S PENNINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Allen U LenzmeierALLEN U LENZMEIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aks ZaheerAKS ZAHEER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian TilzerBRIAN TILZER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Yvonne CheekDR YVONNE CHEEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Jakob TolarDR JAKOB TOLAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John F Farrell JrJOHN F FARRELL JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Emily BackstromEMILY BACKSTROM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eric LevinsonERIC LEVINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James WatkinsJAMES WATKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
E Tim CarlE TIM CARL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Teresa MogensenTERESA MOGENSEN
DIRECTOR (THROUGH APRIL 23)
- Total calculated
- $0
- Hours/week
- 1
-
Jay V IhlenfeldJAY V IHLENFELD
DIRECTOR (THROUGH JAN 23)
- Total calculated
- $0
- Hours/week
- 1
-
Barbara BurwellBARBARA BURWELL
DIRECTOR (THROUGH JAN 23)
- Total calculated
- $0
- Hours/week
- 1
-
Kathy CunninghamKATHY CUNNINGHAM
LIFE DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anne W MillerANNE W MILLER
LIFE DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ronald E LundRONALD E LUND
LIFE DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Betty MyersBETTY MYERS
LIFE DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul D GrangaardPAUL D GRANGAARD
LIFE DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gordon M SprengerGORDON M SPRENGER
LIFE DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Luella G GoldbergLUELLA G GOLDBERG
LIFE DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Margaret A BrackenMARGARET A BRACKEN
LIFE DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marilyn Carlson NelsonMARILYN CARLSON NELSON
LIFE DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Warren E MackWARREN E MACK
LIFE DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michelle Miller BurnsMICHELLE MILLER BURNS
PRESIDENT & CEO
- Total calculated
- $556,146
- From this org
- $523,761
- From related orgs
- $0
- Other
- $32,385
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $523,761
- Bonus
- $0
- Other
- $0
- Deferred
- $12,200
- Nontaxable benefits
- $20,185
- Filer's total
- $556,146
-
Ivan WinshipIVAN WINSHIP
VP OF FINANCE & ADMINISTRA
- Total calculated
- $276,113
- From this org
- $237,705
- From related orgs
- $0
- Other
- $38,408
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $235,617
- Bonus
- $2,088
- Other
- $0
- Deferred
- $9,699
- Nontaxable benefits
- $28,709
- Filer's total
- $276,113
-
Carolyn EgebergCAROLYN EGEBERG
VP OF ADVANCEMENT
- Total calculated
- $272,621
- From this org
- $236,027
- From related orgs
- $0
- Other
- $36,594
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $236,027
- Bonus
- $0
- Other
- $0
- Deferred
- $9,637
- Nontaxable benefits
- $26,957
- Filer's total
- $272,621
-
Osmo VanskaOSMO VANSKA
MUSIC DIRECTOR
- Total calculated
- $578,917
- From this org
- $564,968
- From related orgs
- $0
- Other
- $13,949
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $564,968
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $13,949
- Filer's total
- $578,917
-
Erin KeefeERIN KEEFE
MUSICIAN
- Total calculated
- $313,089
- From this org
- $295,455
- From related orgs
- $0
- Other
- $17,634
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $278,207
- Bonus
- $17,248
- Other
- $0
- Deferred
- $9,725
- Nontaxable benefits
- $7,909
- Filer's total
- $313,089
-
Robert WrightROBERT WRIGHT
MUSICIAN
- Total calculated
- $231,775
- From this org
- $194,704
- From related orgs
- $0
- Other
- $37,071
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,167
- Bonus
- $537
- Other
- $0
- Deferred
- $9,725
- Nontaxable benefits
- $27,346
- Filer's total
- $231,775
-
Fei XieFEI XIE
MUSICIAN
- Total calculated
- $230,182
- From this org
- $191,903
- From related orgs
- $0
- Other
- $38,279
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $191,377
- Bonus
- $526
- Other
- $0
- Deferred
- $9,725
- Nontaxable benefits
- $28,554
- Filer's total
- $230,182
-
Anthony RossANTHONY ROSS
MUSICIAN
- Total calculated
- $217,599
- From this org
- $183,928
- From related orgs
- $0
- Other
- $33,671
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,499
- Bonus
- $1,429
- Other
- $0
- Deferred
- $9,740
- Nontaxable benefits
- $23,931
- Filer's total
- $217,599
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- HEALTH CLUB MEMBERSHIP - MINNEAPOLIS CLUB - MICHELLE MILLER BURNS - $4,643 - NOT INCLUDED IN TAXABLE COMPENSATION AND UTILIZED FOR BUSINESS PURPOSES AND MEETINGS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRA
501(C)(3) · INVESTMENT · MN · controlled entity
Directly controlled by MINNESOTA ORCHESTRAL ASSOCIATION
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
MNORCH VENTURES LLC
INVESTMENT · MN · income $0 · assets $1,000
Directly controlled by MINNESOTA ORCHESTRAL ASSOCIATION
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
PORT OF MINNEAPOLIS LLC
RELATED · COMMUNITY PERFORMING ARTS CENTER · MN · 50% owned · share of assets $1,000 · general or managing partner
Directly controlled by MINNESOTA ORCHESTRAL ASSOCIATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421979349300607
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