Form 990 for tax year 2023
Filed by MINNESOTA ORCHESTRAL ASSOCIATION.
Totals
- Total revenue
- $38,682,341
- Total expenses
- $45,026,578
- Contributions and grants received
- $26,683,402
- Grants paid
- $0
- Program service revenue
- $11,034,734
- Investment income
- $301,516
- Other revenue
- $662,689
- Total assets, end of year
- $195,825,227
- Total liabilities, end of year
- $10,274,804
- Net assets or fund balances, end of year
- $185,550,423
- Program services expenses (Part IX)
- $36,040,327
- Management and general expenses
- $5,887,667
- Fundraising expenses
- $3,098,584
- Program service expenses (Part III)
- $36,040,327
Program services were 80.0% 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
$645,375
-
1e · Government grants (contributions)
$40,000
-
1f · All other contributions, gifts and grants
$25,998,027
-
1g · Noncash contributions included above
$4,651,092
-
2a · Program service revenue: ORCHESTRA TICKETS
total $7,476,807 · related or exempt $7,476,807
-
2b · Program service revenue: RENTALS
total $1,719,849 · unrelated business $1,719,849
-
2c · Program service revenue: ORCHESTRA SERVICE FEES
total $1,226,314 · related or exempt $1,226,314
-
2d · Program service revenue: CONCESSIONS & FEES
total $611,764 · related or exempt $611,764
-
3 · Investment income
total $335,017 · unrelated business $9,210 · excluded $325,807
-
5 · Royalties
total $5,921 · excluded $5,921
-
7a · Gross sales of assets other than inventory
securities $14,815,459
-
7b · Less cost or other basis and sales expenses
securities $14,848,960
-
7c · Gain or loss
securities -$33,501
-
7d · Net gain or loss
total -$33,501 · excluded -$33,501
-
8a · Fundraising events: gross income
$644,983
-
8a · Fundraising events: contributions included on line 1c
$645,375
-
8b · Fundraising events: direct expenses
$569,984
-
8c · Net income from fundraising events
total $74,999 · excluded $74,999
-
10a · Gross sales of inventory
$1,007,144
-
10b · Cost of goods sold
$425,375
-
10c · Net income from sales of inventory
total $581,769 · unrelated business $203,889 · excluded $377,880
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,228,158 · management and general $1,228,158
-
7 · Other salaries and wages
total $22,495,998 · program services $19,211,181 · management and general $1,448,549 · fundraising $1,836,268
-
8 · Pension plan contributions
total $1,386,052 · program services $1,158,850 · management and general $116,435 · fundraising $110,767
-
9 · Other employee benefits
total $3,071,845 · program services $2,564,817 · management and general $261,874 · fundraising $245,154
-
10 · Payroll taxes
total $1,720,295 · program services $1,399,994 · management and general $186,485 · fundraising $133,816
-
11b · Fees: legal
total $71,870 · management and general $71,870
-
11c · Fees: accounting
total $104,535 · management and general $104,535
-
11d · Fees: lobbying
total $74,275 · management and general $74,275
-
11f · Fees: investment management
total $668,907 · management and general $668,907
-
11g · Fees: other
total $1,640,048 · program services $1,035,218 · management and general $272,719 · fundraising $332,111
-
12 · Advertising and promotion
total $1,651,963 · program services $1,355,529 · management and general $31,522 · fundraising $264,912
-
13 · Office expenses
total $363,800 · program services $151,290 · management and general $79,418 · fundraising $133,092
-
14 · Information technology
total $107,497 · program services $40,252 · management and general $67,245
-
16 · Occupancy
total $501,690 · program services $470,809 · management and general $30,881
-
17 · Travel
total $182,305 · program services $154,768 · management and general $26,802 · fundraising $735
-
19 · Conferences, conventions and meetings
total $37,996 · program services $16,941 · management and general $17,642 · fundraising $3,413
-
22 · Depreciation, depletion and amortization
total $1,998,913 · program services $1,980,102 · management and general $18,811
-
23 · Insurance
total $722,541 · program services $28,902 · management and general $693,639
-
24a · Other expenses: DIRECT CONCERT EXPENSES
total $5,628,959 · program services $5,628,959
-
24b · Other expenses: EQUIPMENT
total $376,897 · program services $368,975 · management and general $7,922
-
24c · Other expenses: FINANCING COSTS
total $358,026 · management and general $358,026
-
24d · Other expenses: MEMBERSHIPS & SUBSCRIPT
total $125,725 · program services $9,763 · management and general $115,683 · fundraising $279
-
24e · All other expenses
total $508,283 · program services $463,977 · management and general $6,269 · fundraising $38,037
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,173,558 · end of year $6,448,388
-
2 · Savings and temporary cash investments
beginning of year $4,721,235 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $15,577,087 · end of year $14,701,421
-
4 · Accounts receivable
beginning of year $790,797 · end of year $590,293
-
8 · Inventories for sale or use
beginning of year $108,656 · end of year $96,156
-
9 · Prepaid expenses and deferred charges
beginning of year $1,017,315 · end of year $1,143,648
-
10a · Land, buildings and equipment: cost or other basis
$75,897,098
-
10b · Land, buildings and equipment: accumulated depreciation
$32,823,458
-
10c · Land, buildings and equipment, net
beginning of year $44,902,467 · end of year $43,073,640
-
11 · Investments: publicly traded securities
beginning of year $18,132,458 · end of year $11,083,132
-
12 · Investments: other securities
beginning of year $113,683,728 · end of year $117,781,077
-
15 · Other assets
beginning of year $1,021,064 · end of year $907,472
-
17 · Accounts payable and accrued expenses
beginning of year $2,365,524 · end of year $1,610,561
-
19 · Deferred revenue
beginning of year $4,711,419 · end of year $4,746,898
-
24 · Unsecured notes and loans payable
beginning of year $4,500,000 · end of year $0
-
25 · Other liabilities
beginning of year $3,443,437 · end of year $3,917,345
-
27 · Net assets without donor restrictions
beginning of year -$27,490,050 · end of year -$41,161,920
-
28 · Net assets with donor restrictions
beginning of year $213,598,035 · end of year $226,712,343
Mission and programs · 2023
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 2023-24 SEASON WAS A CELEBRATORY YEAR IN WHICH THE ORCHESTRA INTRODUCED DANISH CONDUCTOR THOMAS SONDERGARD AS THE ORGANIZATION'S 11TH MUSIC DIRECTOR; FEATURED DEBUT PERFORMANCES WITH WIDE-RANGING ARTISTS FROM PIANIST YUJA WANG AND SAXOPHONE PLAYER STEVEN BANKS TO HIP-HOP STAR NUR-D; COMPLETED ITS RECORDING CYCLE OF THE TEN MAHLER SYMPHONIES; AND OFFERED ITS FIRST-EVER SIDE-BY-SDE EXPERIENCE WITH MUSIC EDUCATORS FROM ACROSS THE STATE. IN TOTAL, THE ORCHESTRA OFFERED 143 TICKETED AND FREE CONCERTS/EVENTS DURING THE 2023-24 SEASON WITH NEARLY 250,000 GUESTS ATTENDING. 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 FOUR LIVE CONCERTS FOR AUDIENCES AROUND THE WORLD AND DEBUTED THEM FREE OF CHARGE ON TV, RADIO AND ONLINE STREAMING; THESE DIGITAL CONCERTS RECEIVED NEARLY 170,000 VIEWS DURING THE 2023-24 SEASON. IN TOTAL, THE ORCHESTRA'S RADIO BROADCASTS AND AUDIO STREAMING REACHED MORE THAN 2.3 MILLION PEOPLE.MINNESOTA ORCHESTRA YOUNG PEOPLE'S CONCERTS WELCOMED 28,242 STUDENTS FROM 240 SCHOOLS ACROSS THE STATE TO EXPERIENCE CLASSICAL MUSIC AT ORCHESTRA HALL. 45% OF THOSE STUDENTS ATTENDED FOR FREE THANKS TO DONOR UNDERWRITING, WHILE THE OTHERS RECEIVED THEIR TICKETS FOR JUST $6.25. THE ORCHESTRA'S RELAXED FAMILY CONCERTS AND SENSORY-FRIENDLY PROGRAMS REACHED THOUSANDS MORE YOUNG PEOPLE AND THEIR PARENTS, INCLUDING AT A JANUARY 2024 FAMILY CONCERT THAT WAS CONDUCTED BY MUSIC DIRECTOR THOMAS SONDERGARD. AN ADDITIONAL 7,800 YOUNG PEOPLE ATTENDED CONCERTS FOR FREE ALONGSIDE THE ADULTS IN THEIR LIVES, AS PART OF THE ORCHESTRA'S HALL PASS PROGRAM. IN APRIL, THE ORCHESTRA OFFERED ITS FIRST EDUCATOR SIDE BY SIDE EXPERIENCE, IN WHICH 54 MUSIC EDUCATORS FROM 37 CITIES AROUND THE STATE JOINED THOMAS SONDERGARD AND THE MINNESOTA ORCHESTRA ONSTAGE FOR TWO REHEARSALS AND TWO CONCERTS. THE PROGRAM WAS DESIGNED TO SHINE A SPOTLIGHT ON THE WORK OF MUSIC EDUCATORS AND TO HELP THEM ADVOCATE FOR THE IMPORTANCE OF STATE-WIDE MUSIC PROGRAMS IN THE SCHOOLS. IN JULY THE ORCHESTRA PRESENTED SUMMER AT ORCHESTRA HALL, A MULTI-WEEK FESTIVAL THAT BROUGHT AUDIENCES DOWNTOWN TO EXPLORE MUSIC OF THE 1920S AND TO LAUNCH THE CELEBRATION OF ORCHESTRA HALL'S 50TH ANNIVERSARY, ALL CURATED BY PIANIST AND CREATIVE PARTNER JON KIMURA PARKER. WHETHER PERFORMING AT ORCHESTRA HALL, IN GREATER MINNESOTA OR ON A DIGITAL PLATFORM, THE MINNESOTA ORCHESTRA REMAINS COMMITTED TO BRINGING PEOPLE TOGETHER THROUGH MUSIC.
Expenses $36,040,327 · Revenue $9,314,885
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michelle Miller BurnsMICHELLE MILLER BURNS
PRESIDENT & CEO
- Total calculated
- $519,477
- From this org
- $484,378
- From related orgs
- $0
- Other
- $35,099
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $484,378
- Bonus
- $0
- Other
- $0
- Deferred
- $13,200
- Nontaxable benefits
- $21,899
- Filer's total
- $519,477
-
Ivan WinshipIVAN WINSHIP
CFO
- Total calculated
- $319,270
- From this org
- $277,391
- From related orgs
- $0
- Other
- $41,879
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $277,391
- Bonus
- $0
- Other
- $0
- Deferred
- $11,292
- Nontaxable benefits
- $30,587
- Filer's total
- $319,270
-
Erin KeefeERIN KEEFE
MUSICIAN
- Total calculated
- $315,595
- From this org
- $284,215
- From related orgs
- $0
- Other
- $31,380
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $272,215
- Bonus
- $12,000
- Other
- $0
- Deferred
- $9,644
- Nontaxable benefits
- $21,736
- Filer's total
- $315,595
-
Nathan HughesNATHAN HUGHES
MUSICIAN
- Total calculated
- $292,943
- From this org
- $282,502
- From related orgs
- $0
- Other
- $10,441
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $265,543
- Bonus
- $16,959
- Other
- $0
- Deferred
- $9,610
- Nontaxable benefits
- $831
- Filer's total
- $292,943
-
Carolyn EgebergCAROLYN EGEBERG
VP OF ADVANCEMENT
- Total calculated
- $278,159
- From this org
- $246,586
- From related orgs
- $0
- Other
- $31,573
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $246,586
- Bonus
- $0
- Other
- $0
- Deferred
- $10,085
- Nontaxable benefits
- $21,488
- Filer's total
- $278,159
-
Robert WrightROBERT WRIGHT
MUSICIAN
- Total calculated
- $233,099
- From this org
- $193,032
- From related orgs
- $0
- Other
- $40,067
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,574
- Bonus
- $2,458
- Other
- $0
- Deferred
- $9,643
- Nontaxable benefits
- $30,424
- Filer's total
- $233,099
-
Fei XieFEI XIE
MUSICIAN
- Total calculated
- $229,721
- From this org
- $189,653
- From related orgs
- $0
- Other
- $40,068
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $187,668
- Bonus
- $1,985
- Other
- $0
- Deferred
- $9,644
- Nontaxable benefits
- $30,424
- Filer's total
- $229,721
-
Sheri NotaroSHERI NOTARO
VP OF PEOPLE AND CULTURE
- Total calculated
- $225,889
- From this org
- $194,763
- From related orgs
- $0
- Other
- $31,126
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,763
- Bonus
- $0
- Other
- $0
- Deferred
- $925
- Nontaxable benefits
- $30,201
- Filer's total
- $225,889
-
Nancy LindahlNANCY LINDAHL
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Bill MillerBILL MILLER
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Jerome HamiltonJEROME HAMILTON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Al LenzmeierAL LENZMEIER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Lloyd KeppleLLOYD KEPPLE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Michael KlingensmithMICHAEL KLINGENSMITH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Marty LueckMARTY LUECK
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Mary LawrenceMARY LAWRENCE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Kita McVayKITA MCVAY
OFFICER AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Paul GrangaardPAUL GRANGAARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Abigail RoseABIGAIL ROSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara GoldBARBARA GOLD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Betsy FrostBETSY FROST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bob TunheimBOB TUNHEIM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brandon CarmackBRANDON CARMACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian TilzerBRIAN TILZER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Catherine R WebsterCATHERINE R WEBSTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara BurwellBARBARA BURWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cindy OlmansonCINDY OLMANSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen HimleKAREN HIMLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eric LevinsonERIC LEVINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen GrandstrandKAREN GRANDSTRAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Yvonne CheekYVONNE CHEEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen HolmesKAREN HOLMES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Roma Calatayud-StocksROMA CALATAYUD-STOCKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Darren AchesonDARREN ACHESON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike MaeserMIKE MAESER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Annie BettsANNIE BETTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angela PenningtonANGELA PENNINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen AsheKAREN ASHE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julie Howe StewartJULIE HOWE STEWART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gordy SprengerGORDY SPRENGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe GreenJOE GREEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jay IhlenfeldJAY IHLENFELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jon EisenbergJON EISENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anne MillerANNE MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John DaytonJOHN DAYTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeannine BefidiJEANNINE BEFIDI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim WatkinsJIM WATKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Evan CarruthersEVAN CARRUTHERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Doug BakerDOUG BAKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erik Van KuijkERIK VAN KUIJK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eric SnustadERIC SNUSTAD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John WilgersJOHN WILGERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Miluska NovotaMILUSKA NOVOTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Diane HofstedeDIANE HOFSTEDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patrick WarfieldPATRICK WARFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kelly McQueenKELLY MCQUEEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Warren MackWARREN MACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lauren RouthierLAUREN ROUTHIER
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
-
Linda MurrellLINDA MURRELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathy CunninghamKATHY CUNNINGHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patrick MahoneyPATRICK MAHONEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Luella GoldbergLUELLA GOLDBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Margee BrackenMARGEE BRACKEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marilyn Carlson NelsonMARILYN CARLSON NELSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark CopmanMARK 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 LindsayMICHAEL LINDSAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lindsey MainLINDSEY MAIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa ParadisLISA PARADIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael RoosMICHAEL ROOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike JonesMIKE JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tom NewtonTOM NEWTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim WelshTIM WELSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim GeoffrionTIM GEOFFRION
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim CarlTIM CARL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas HerrTHOMAS HERR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shamayne BramanSHAMAYNE BRAMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karla RobertsonKARLA ROBERTSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sarah BrewSARAH BREW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike ElliottMIKE ELLIOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Roz TsaiROZ TSAI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rochelle BleaseROCHELLE BLEASE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Philip IsaacsonPHILIP ISAACSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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
- 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
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.
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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.
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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.
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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
- 2023
- Filed
- 11 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521969349302302
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