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Nonprofiteer
← CHICAGO SYMPHONY ORCHESTRA

Form 990 for tax year 2022

Filed by CHICAGO SYMPHONY ORCHESTRA.

Totals

Total revenue
$80,827,722
Total expenses
$85,601,183
Contributions and grants received
$24,278,183
Grants paid
$0
Program service revenue
$29,251,034
Investment income
$27,140,395
Other revenue
$158,110
Total assets, end of year
$515,186,651
Total liabilities, end of year
$172,435,879
Net assets or fund balances, end of year
$342,750,772
Program services expenses (Part IX)
$65,760,100
Management and general expenses
$15,417,918
Fundraising expenses
$4,423,165
Program service expenses (Part III)
$65,760,100

Program services were 76.8% 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

    $789,536

  • 1e · Government grants (contributions)

    $467,564

  • 1f · All other contributions, gifts and grants

    $23,021,083

  • 1g · Noncash contributions included above

    $2,508,346

  • 2a · Program service revenue: Ticket Sales

    total $22,050,157 · related or exempt $22,050,157

  • 2b · Program service revenue: Performance/Streaming Fees

    total $5,915,145 · related or exempt $5,915,145

  • 2c · Program service revenue: Other Program Related Revenue

    total $1,120,387 · related or exempt $1,120,387

  • 2d · Program service revenue: Facility Rental Revenue

    total $743,332 · related or exempt $743,332

  • 2e · Program service revenue: Parking Lot Rental Revenue

    total $420,000 · excluded $420,000

  • 2f · All other program service revenue

    total -$997,987 · related or exempt $108,602 · unrelated business $211,668 · excluded -$1,318,257

  • 3 · Investment income

    total $6,778,186 · excluded $6,778,186

  • 6a · Gross rents

    real property $76,339

  • 6b · Less rental expenses

    real property $236,924

  • 6c · Rental income or loss

    real property -$160,585

  • 6d · Net rental income or loss

    total -$160,585 · unrelated business -$160,585

  • 7a · Gross sales of assets other than inventory

    securities $127,451,939

  • 7b · Less cost or other basis and sales expenses

    securities $107,071,649 · other assets $18,081

  • 7c · Gain or loss

    securities $20,380,290 · other assets -$18,081

  • 7d · Net gain or loss

    total $20,362,209 · unrelated business $802,409 · excluded $19,559,800

  • 8a · Fundraising events: gross income

    $480,156

  • 8a · Fundraising events: contributions included on line 1c

    $789,536

  • 8b · Fundraising events: direct expenses

    $424,874

  • 8c · Net income from fundraising events

    total $55,282 · excluded $55,282

  • 10a · Gross sales of inventory

    $460,300

  • 10b · Cost of goods sold

    $196,887

  • 10c · Net income from sales of inventory

    total $263,413 · related or exempt $204,895 · unrelated business $58,518

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,065,896 · program services $331,179 · management and general $1,380,943 · fundraising $353,774

  • 7 · Other salaries and wages

    total $39,794,923 · program services $34,585,819 · management and general $3,206,758 · fundraising $2,002,346

  • 8 · Pension plan contributions

    total $2,306,253 · program services $2,131,383 · management and general $107,876 · fundraising $66,994

  • 9 · Other employee benefits

    total $5,963,147 · program services $4,766,845 · management and general $775,616 · fundraising $420,686

  • 10 · Payroll taxes

    total $2,552,007 · program services $2,074,235 · management and general $315,432 · fundraising $162,340

  • 11b · Fees: legal

    total $608,039 · program services $509,714 · management and general $98,451 · fundraising -$126

  • 11c · Fees: accounting

    total $172,963 · management and general $172,963

  • 11e · Fees: professional fundraising services

    total $285,301 · fundraising $285,301

  • 11f · Fees: investment management

    total $901,811 · management and general $901,811

  • 11g · Fees: other

    total $8,259,721 · program services $7,132,386 · management and general $1,104,535 · fundraising $22,800

  • 12 · Advertising and promotion

    total $3,879,980 · program services $3,482,502 · management and general $210,544 · fundraising $186,934

  • 13 · Office expenses

    total $794,090 · program services $469,309 · management and general $206,355 · fundraising $118,426

  • 14 · Information technology

    total $511,124 · program services $302,075 · management and general $132,823 · fundraising $76,226

  • 16 · Occupancy

    total $2,695,248 · program services $2,177,022 · management and general $244,123 · fundraising $274,103

  • 17 · Travel

    total $2,180,945 · program services $2,010,929 · management and general $102,444 · fundraising $67,572

  • 19 · Conferences, conventions and meetings

    total $47,511 · program services $16,315 · management and general $651 · fundraising $30,545

  • 20 · Interest

    total $5,578,320 · management and general $5,578,320

  • 22 · Depreciation, depletion and amortization

    total $3,772,938 · program services $3,512,757 · management and general $260,181

  • 23 · Insurance

    total $350,631 · management and general $350,631

  • 24a · Other expenses: Credit Card Fees

    total $863,230 · program services $793,840 · management and general $7,410 · fundraising $61,980

  • 24b · Other expenses: Music License Fees & In

    total $727,256 · program services $589,168 · management and general $138,088

  • 24c · Other expenses: Equipment Rentals

    total $432,644 · program services $432,644

  • 24d · Other expenses: Catering

    total $235,314 · program services $104,392 · management and general $18,270 · fundraising $112,652

  • 24e · All other expenses

    total $621,891 · program services $337,586 · management and general $103,693 · fundraising $180,612

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $386,930 · end of year $1,254,402

  • 2 · Savings and temporary cash investments

    beginning of year $12,925,325 · end of year $7,452,604

  • 3 · Pledges and grants receivable

    beginning of year $35,270,692 · end of year $29,407,854

  • 4 · Accounts receivable

    beginning of year $628,833 · end of year $687,668

  • 8 · Inventories for sale or use

    beginning of year $174,632 · end of year $158,348

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,169,675 · end of year $1,479,453

  • 10a · Land, buildings and equipment: cost or other basis

    $182,148,342

  • 10b · Land, buildings and equipment: accumulated depreciation

    $109,180,236

  • 10c · Land, buildings and equipment, net

    beginning of year $74,868,263 · end of year $72,968,106

  • 11 · Investments: publicly traded securities

    beginning of year $282,706,781 · end of year $305,753,015

  • 12 · Investments: other securities

    beginning of year $122,511,913 · end of year $95,683,693

  • 15 · Other assets

    beginning of year $247,112 · end of year $341,508

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,573,875 · end of year $6,992,382

  • 19 · Deferred revenue

    beginning of year $10,667,578 · end of year $11,250,118

  • 20 · Tax-exempt bond liabilities

    beginning of year $134,133,966 · end of year $119,373,380

  • 25 · Other liabilities

    beginning of year $47,095,513 · end of year $34,819,999

  • 27 · Net assets without donor restrictions

    beginning of year $91,849,204 · end of year $99,333,690

  • 28 · Net assets with donor restrictions

    beginning of year $238,570,020 · end of year $243,417,082

Mission and programs · 2022

Mission

With the Chicago Symphony Orchestra at its core, the mission of the Chicago Symphony Orchestra Association is to enrich, inspire and transform lives through music, community engagement and education - locally, nationally and internationally.

Activities or mission (Part I)

See Schedule O - Supplemental information.With the Chicago Symphony Orchestra at its core, the mission of the Chicago Symphony Orchestra Association is to enrich, inspire and transform lives through music, community engagement and education - locally, nationally and internationally.

  • Chicago Symphony Orchestra Concerts - During the 2022/23 Season, the Chicago Symphony Orchestra presented 36 weeks of concerts in Chicago and toured to six states and Toronto. In his final season as Zell Music Director, Riccardo Muti conducted nine weeks of concerts at Symphony Center, led the CSO's tours and conducted the Concert for Chicago. The Orchestra gave the world premiere of a CSO commission by Mead Composer-in-Residence Jessie Montgomery and the U.S. premieres of co-commissions by Jimmy Lopez Bellido and Lera Auerbach. The CSO collaborated with The Joffrey Ballet and 49 guest conductors and soloists, such as cellist Yo-Yo Ma and composer/conductor John Williams. The Chicago Symphony Chorus joined the Orchestra to perform works by Mozart, Beethoven, Stravinsky and more.

    Expenses $53,165,948 · Revenue $24,381,071

  • Symphony Center Presents Concerts - The Chicago Symphony Orchestra Association offers concerts by acclaimed guest artists in the fields of jazz, classical, world and folk music as part of the Symphony Center Presents series. The 2022/23 Season featured 34 concerts including sold-out performances by the Berliner Philharmoniker, soprano Renee Fleming with pianist Evgeny Kissin, tenor Juan Diego Florez, violinist Itzhak Perlman and R&B and civil rights icon Mavis Staples - a performance that was later broadcast nationally on PBS. Cuban pianist and composer Chucho Valdes performed The Creation, a Symphony Center Presents Jazz co-commission, and the CSO Brass gave the world premiere of Timothy Higgins' Concert Music for Brass, Timpani and Percussion, a CSO commission.

    Expenses $4,650,942 · Revenue $4,427,954

  • Civic Orchestra of Chicago - The Civic Orchestra of Chicago, the CSO's prestigious training program for young professional musicians, presented 43 concerts in Orchestra Hall and community venues, including South Shore Cultural Center, Nicholas Senn High School, Kenwood Academy High School and Fourth Presbyterian Church. In addition to gaining performance experience, Civic musicians participated in coaching sessions and workshops with Principal Conductor Ken-David Masur, CSO musicians and guest artists. The 2022/23 Season marked the 10th anniversary of the Civic Fellowship program, which provides select Civic members with supplemental training in artistic planning, music education, social justice and project management.

    Expenses $2,383,282 · Revenue $90,063

  • Retail Sales - Music-related merchandise is available for purchase at The Symphony Store and online.

    Expenses $221,259 · Revenue $204,895

  • Media and Royalty - Radio Broadcast series, in-house recording label, audio recordings in compact disc and digital download formats.

    Expenses $592,798 · Revenue $41,289

  • Rentals, Commissions, and Restaurant - Hall Rentals - Performance space provided to Chicagoland arts organizations.

    Expenses $1,033,563 · Revenue $743,332

  • Rentals, Commissions, and Restaurant - Parking Lot provided for audiences' convenience to attend concerts.

    Expenses $176,622 · Revenue $420,000

  • Rentals, Commissions, and Restaurant - A dining club and concessions are provided for audiences attending concerts and catering is provided for certain internal events.

    Expenses $1,241,692 · Revenue -$1,345,172

  • Education Concerts and Activities - Across Chicago and around the world, the Negaunee Music Institute connects people to the extraordinary resources of the Chicago Symphony Orchestra. In the 2022/23 Season, the NMI presented 36 CSO for Kids concerts at Symphony Center and 40 performances in schools. Training programs and performance opportunities for young musicians included the Crain-Maling Foundation CSO Young Artists Competition, Chicago Youth in Music Festival, Percussion Scholarship Program, Young Composers Initiative and partnerships with local schools and the Chicago Musical Pathways Initiative. The NMI continued to co-present Notes for Peace, a songwriting project that empowers parents who have lost children to gun violence to create original songs of tribute.

    Expenses $2,161,238 · Revenue $280,829

  • Other Program Services - Program Book Advertising

    Expenses $132,756 · Revenue $211,668

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeff Alexander

    President

    Total calculated
    $789,151
    From this org
    $741,177
    From related orgs
    $0
    Other
    $47,974
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $730,390
    Bonus
    $500
    Other
    $10,287
    Deferred
    $27,812
    Nontaxable benefits
    $20,162
    Filer's total
    $789,151
  • Mary Louise Gorno

    Chair

    Total calculated
    $0
    Hours/week
    1.5
  • Chester A Gougis

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.3
  • Steven Shebik

    Vice Chair

    Total calculated
    $0
    Hours/week
    1
  • Helen Zell

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.8
  • Renee Metcalf

    Treasurer

    Total calculated
    $0
    Hours/week
    0.5
  • William Adams IV

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Mrs Robert A Beatty

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Arnold M Berlin

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Laurence O Booth

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • William G Brown

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Dean L Buntrock

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Bruce E Clinton

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Richard W Colburn

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • Richard H Cooper

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Anthony T Dean

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Debora de Hoyos

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Charles Douglas

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • John A Edwardson

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Thomas J Eyerman

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • James B Fadim

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • David W Fox Sr

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Cyrus F Freidheim Jr

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • H Laurance Fuller

    Life Trustee (until 5/15/23)

    Total calculated
    $0
    Hours/week
    0.1
  • Mrs Robert W Galvin

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Paul C Gignilliat

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Joseph B Glossberg

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • Richard C Godfrey

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • William A Goldstein

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • Howard L Gottlieb

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Mary Winton Green

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Dietrich Gross

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • David P Hackett

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Joan W Harris

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • John H Hart

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Thomas C Heagy

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Jay L Henderson

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • Judith W Istock

    Life Trustee (until 6/30/23)

    Total calculated
    $0
    Hours/week
    0.1
  • William R Jentes

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Paul R Judy

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Richard B Kapnick

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Donald G Kempf Jr

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Mrs John C Kern

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Robert Kohl

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.4
  • Josef Lakonishok

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Charles Ashby Lewis

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Eva F Lichtenberg

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • John S Lillard

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • John F Manley

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Ling Z Markovitz

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • R Eden Martin

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Arthur C Martinez

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Judith W McCue

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Lester H McKeever

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • David E McNeel

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • John D Nichols

    Life Trustee (until 6/14/23)

    Total calculated
    $0
    Hours/week
    0.1
  • James J O'Connor

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • William A Osborn

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Mrs Albert Pawlick

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Jane DiRenzo Pigott

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • John M Pratt

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Dr Irwin Press

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • John W Rogers Jr

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Jerry Rose

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Frank A Rossi

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Earl J Rusnak Jr

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Cynthia M Sargent

    Life Trustee (until 10/11/22)

    Total calculated
    $0
    Hours/week
    0.1
  • John R Schmidt

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Thomas C Sheffield Jr

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Robert C Spoerri

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Carl W Stern

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • William H Strong

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Louis C Sudler Jr

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Richard L Thomas

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Richard P Toft

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Penny Van Horn

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Paul R Wiggin

    Life Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • John Aalbregtse

    Trustee

    Total calculated
    $0
    Hours/week
    0.6
  • Peter J Barack

    Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • H Rigel Barber

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Randy Lamm Berlin

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Roderick Branch

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Kay Bucksbaum

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Robert J Buford

    Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • Johannes Burlin

    Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • Leslie Henner Burns

    Trustee

    Total calculated
    $0
    Hours/week
    0.6
  • Debra A Cafaro

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Marion A Cameron-Gray

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • George P Colis

    Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • Keith S Crow

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Stephen V D'Amore

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Timothy A Duffy

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Brian W Duwe

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Charles Emmons Jr

    Trustee

    Total calculated
    $0
    Hours/week
    0.6
  • Judith E Feldman

    Trustee

    Total calculated
    $0
    Hours/week
    0.4
  • Graham C Grady

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • John Holmes

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Lori Julian

    Trustee

    Total calculated
    $0
    Hours/week
    0.4
  • Neil T Kawashima

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Geraldine Keefe

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Donna L Kendall

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Thomas G Kilroy

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Randall S Kroszner

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Patty Lane

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Susan C Levy

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Vikram Luthar

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Britt M Miller

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Toni Marie Montgomery

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Mary Pivirotto Murley

    Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • Sylvia Neil

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Gerald Pauling

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Col Jennifer N Pritzker

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Dr Don M Randel

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Dr Mohan Rao

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Burton X Rosenberg

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Melissa M Root

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Kristen C Rossi

    Trustee (until 6/30/23)

    Total calculated
    $0
    Hours/week
    0.2
  • E Scott Santi

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Marlon R Smith

    Trustee

    Total calculated
    $0
    Hours/week
    0.3
  • Walter Snodell

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Dr Eugene Stark

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Daniel E Sullivan Jr

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Scott Swanson

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Nasrin Thierer

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Lisa Thomas

    Trustee

    Total calculated
    $0
    Hours/week
    0.8
  • Terrence J Truax

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Frederick H Waddell

    Trustee

    Total calculated
    $0
    Hours/week
    0.4
  • William Ward

    Trustee

    Total calculated
    $0
    Hours/week
    0.1
  • Paul SWatford

    Trustee

    Total calculated
    $0
    Hours/week
    0.4
  • Craig R Williams

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Robert A Wislow

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Ann Marie Wright

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Gifford R Zimmerman

    Trustee

    Total calculated
    $0
    Hours/week
    0.2
  • Dale Hedding

    VP for Development

    Total calculated
    $350,864
    From this org
    $327,764
    From related orgs
    $0
    Other
    $23,100
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,452
    Bonus
    $16,950
    Other
    $1,362
    Deferred
    $13,223
    Nontaxable benefits
    $9,877
    Filer's total
    $350,864
  • Stacie M Frank

    VP, CFO, & Assistant Treasurer

    Total calculated
    $346,010
    From this org
    $317,423
    From related orgs
    $0
    Other
    $28,587
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,448
    Bonus
    $10,500
    Other
    $475
    Deferred
    $12,403
    Nontaxable benefits
    $16,184
    Filer's total
    $346,010
  • Kristine Stassen

    Secretary

    Total calculated
    $93,565
    From this org
    $71,938
    From related orgs
    $0
    Other
    $21,627
    Hours/week
    40
  • Vanessa Moss

    VP for Operations

    Total calculated
    $319,377
    From this org
    $286,958
    From related orgs
    $0
    Other
    $32,419
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,967
    Bonus
    $16,193
    Other
    $1,798
    Deferred
    $16,021
    Nontaxable benefits
    $16,398
    Filer's total
    $319,377
  • Riccardo Muti

    Music Director

    Total calculated
    $942,263
    From this org
    $942,263
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $942,263
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $942,263
  • Robert Chen

    Concertmaster

    Total calculated
    $618,954
    From this org
    $536,137
    From related orgs
    $0
    Other
    $82,817
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $535,861
    Bonus
    $0
    Other
    $276
    Deferred
    $36,858
    Nontaxable benefits
    $45,959
    Filer's total
    $618,954
  • David A Cooper

    Principal Horn

    Total calculated
    $390,574
    From this org
    $329,091
    From related orgs
    $0
    Other
    $61,483
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $328,983
    Bonus
    $0
    Other
    $108
    Deferred
    $17,006
    Nontaxable benefits
    $44,477
    Filer's total
    $390,574
  • Stephen Williamson

    Principal Clarinet

    Total calculated
    $390,127
    From this org
    $324,361
    From related orgs
    $0
    Other
    $65,766
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,085
    Bonus
    $0
    Other
    $276
    Deferred
    $20,800
    Nontaxable benefits
    $44,966
    Filer's total
    $390,127
  • Esteban Batallan Cons

    Principal Trumpet

    Total calculated
    $371,420
    From this org
    $322,407
    From related orgs
    $0
    Other
    $49,013
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,299
    Bonus
    $0
    Other
    $108
    Deferred
    $17,006
    Nontaxable benefits
    $32,007
    Filer's total
    $371,420

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 · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1a
Charter travel is provided for all employees during certain foreign and domestic tours when deemed more economical.
Part I, Line 7
Annually, the Chair of the Board reviews and approves any bonus payment for the President. Other bonuses paid to listed employees in 2022 were approved by the Chair of the Board.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202401319349302785

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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