2023-09-29T08:14:30-05:00 2023-06-30 411534805 CARPENTER EVERT & ASSOCIATES LTD 7760 FRANCE AVE S SUITE 940 BLOOMINGTON MN 55435 990 2022-07-01 410945277 SCHUBERT CLUB THE SCHU 6512923267 75 W 5TH ST SUITE 302 ST PAUL MN 551021423 LAURA MCCARTEN PRESIDENT 6512923267 2023-09-28 1 LAURA MCCARTEN 999009999 0 MATT PILLSBURY P01565609 9528310085 2023-09-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAURA MCCARTEN 75 W 5TH ST SUITE 302 ST PAUL MN 551021423 3255198 0 X WWW.SCHUBERT.ORG X 1915 MN SEE SCHEDULE OSCHUBERT CLUB CREATES INSPIRING MUSICAL EXPERIENCES THAT CONTRIBUTE TO THE CULTURAL VIBRANCY OF THE TWIN CITIES COMMUNITY THROUGH CONCERT PRESENTATIONS, MUSIC EDUCATION AND STUDENT SCHOLARSHIP PROGRAMS, AND MUSEUM EXHIBITS. 32 32 30 100 0 0 2838087 1428038 391431 425946 807241 546202 27159 27761 4063918 2427947 61030 87132 0 0 1005451 1160788 0 0 277236 1201673 1483396 2268154 2731316 1795764 -303369 22801473 24537132 382428 864145 22419045 23672987 X FOUNDED IN 1882, SCHUBERT CLUB CONTINUES TO PURSUE ITS MISSION TO CREATE INSPIRING MUSICAL EXPERIENCES THAT CONTRIBUTE TO THE CULTURAL VIBRANCY OF THE TWIN CITIES COMMUNITY. SCHUBERT CLUB'S VISION IS TO BE A WELCOMING ORGANIZATION WHOSE CONCERTS, MUSEUM AND MUSIC EDUCATION PROGRAMS PROVIDE A TRULY INCLUSIVE SPACE FOR PEOPLE OF ALL AGES AND BACKGROUNDS TO ENGAGE WITH MUSIC IN ITS MANY FORMS. 0 0 1473505 86232 396099 CONCERTSSCHUBERT CLUB PRESENTED A TOTAL OF 57 CONCERTS DURING THE 2022-23 SEASON, WHICH INCLUDED SEVERAL SPECIAL PROJECTS IN CELEBRATION OF THE 140TH ANNIVERSARY SEASON. SCHUBERT CLUB'S INTERNATIONAL ARTIST SERIES, ONE OF ONLY A FEW RECITAL-FORMAT SERIES IN THE UNITED STATES, IS KEY TO THE ORGANIZATION'S NATIONAL AND WORLDWIDE REPUTATION FOR ENGAGING THE WORLD'S GREATEST ARTISTS IN SOLO PERFORMANCES. CONCERTS ARE HELD AT THE ORDWAY CENTER FOR THE PERFORMING ARTS IN SAINT PAUL, MN.SEE SCHEDULE O FOR ADDITIONAL PROGRAM LANGUAGE.SCHUBERT CLUB'S MUSIC IN THE PARK SERIES IS ONE OF THE FEW DEDICATED CHAMBER MUSIC SERIES IN MINNESOTA, AND FEATURES GUEST ENSEMBLES OF NATIONAL AND INTERNATIONAL PROMINENCE. CONCERTS ARE HELD AT SAINT ANTHONY PARK UNITED CHURCH OF CHRIST IN SAINT PAUL, MN.SCHUBERT CLUB MIX IS AN INNOVATIVE SERIES DESIGNED TO TAKE THE FORMALITY OUT OF CLASSICAL MUSIC. AUDIENCES ARE TREATED TO REMARKABLE AND INTIMATE PERFORMANCES IN NON-TRADITIONAL VENUES FEATURING AN ECLECTIC RANGE OF ARTISTS WHO ARE CURRENTLY INFLUENCING THE MUSICAL LANDSCAPE. CONCERTS IN 2022-23 WERE HELD AT A VARIETY OF VENUES IN BOTH MINNEAPOLIS AND SAINT PAUL: LANDMARK CENTER, THE BELL MUSEUM PLANETARIUM, SUMMIT BREWERY'S RATSKELLER, THE MINNESOTA OPERA LUMINARY ARTS CENTER, THE WALKER ART CENTER, AND PARKWAY THEATER. SCHUBERT CLUB'S COURTROOM CONCERT SERIES IS NAMED FOR ITS REGULAR LOCATION IN A HISTORIC COURTROOM AT LANDMARK CENTER IN SAINT PAUL, MN. TO ALLOW AUDIENCE AND ARTISTS MORE SPACE, THE 2022-23 CONCERTS WERE LOCATED IN LANDMARK CENTER'S MAIN FLOOR CORTILE. THIS WEEKLY SERIES OF FREE, NOON-TIME CONCERTS FEATURES MINNESOTA-BASED MUSICIANS AND COMPOSERS.ACCORDO IS A HIGHLY REGARDED STRING ENSEMBLE COMPRISED OF PRESENT AND FORMER PRINCIPALS OF THE SAINT PAUL CHAMBER ORCHESTRA AND MINNESOTA ORCHESTRA. SCHUBERT CLUB PRESENTED ACCORDO IN WESTMINSTER PRESBYTERIAN CHURCH AND ICEHOUSE IN MINNEAPOLIS, AND AT ORDWAY CENTER IN ST PAUL.HARPIST BRIDGET KIBBEY WAS THE SCHUBERT CLUB'S FEATURED ARTIST FOR THE SEASON, PERFORMING IN ALL THREE MAJOR SCHUBERT CLUB CONCERT SERIES AS WELL AS COMMUNITY AND EDUCATION EVENTS. THE KANNEH-MASONS, ALL SEVEN SIBLING MUSICIANS IN THE REMARKABLE BRITISH FAMILY, BROUGHT THE 140TH ANNIVERSARY SEASON TO A JOYFUL CLOSE WITH A CELEBRATION PERFORMANCE AT THE ORDWAY CONCERT HALL IN MAY. 349104 900 MUSIC EDUCATION AND COMMUNITY ENGAGEMENTSCHUBERT CLUB BELIEVES THAT MUSIC EDUCATION AND ARTS ACCESS ARE ESSENTIAL COMPONENTS OF LIVING IN A CULTURALLY RICH AND HEALTHY COMMUNITY. PROJECT CHEER, IN ITS 54RD YEAR, OFFERED FREE PIANO, GUITAR, AND RHYTHM LESSONS FOR APPROXIMATELY 100 STUDENTS IN GRADES PRE-K AND 3-12 AT THE HALLIE Q. BROWN/MARTIN LUTHER KING COMMUNITY CENTER AND THE MT. AIRY BOYS AND GIRLS CLUB.SEE SCHEDULE O FOR ADDITIONAL PROGRAM LANGUAGE.KIDSJAM IS AN INTERACTIVE PROGRAM FOR KIDS AGES 5-12 TO PLAY, LISTEN, LEARN AND CREATE WITH MUSIC. DURING ITS 9TH SEASON, 17 KIDSJAM WORKSHOPS WERE LED BY A DIVERSE ARRAY OF MUSICIANS AND TEACHING ARTISTS. LET'S MAKE MUSIC WAS A SERIES OF 20 FREE, INTERACTIVE GROUP EVENTS HELD THROUGHOUT THE YEAR IN THE SCHUBERT CLUB MUSIC MUSEUM, LED BY POPULAR TWIN CITIES MUSICIANS USING INSTRUMENTS FROM THE MUSEUM. STUDENT SCHOLARSHIPSTHE BRUCE P. CARLSON STUDENT SCHOLARSHIP COMPETITION, HELD ANNUALLY SINCE 1922, ATTRACTED OVER 200 STUDENT MUSICIANS FROM THE FIVE-STATE REGION, FROM JUNIOR HIGH TO GRADUATE SCHOOL LEVEL. 47 SCHOLARSHIPS WITH A TOTAL VALUE OF $72,500 WERE AWARDED TO COMPETITION WINNERS IN SIX CATEGORIES. SCHUBERT CLUB ALSO AWARDED GRANTS TOTALING $14,632 TO SIX STUDENTS FOR MUSICAL PROMISE SCHOLARSHIPS AND JAZZ PIANO SCHOLARSHIPS IN 2022-23. 319457 MUSEUM EXHIBITSLOCATED ON THE 2ND FLOOR OF LANDMARK CENTER IN DOWNTOWN SAINT PAUL, THE SCHUBERT CLUB MUSIC MUSEUM FEATURES TWO EXHIBIT AREAS: THE MUSIC MAKERS ZONE, WHICH LETS VISITORS EXPLORE AND PLAY INSTRUMENTS FROM AROUND THE GLOBE; AND THE KEYBOARD JOURNEY, WHICH ALLOWS VISITORS TO INTERACTIVELY EXPERIENCE THE SCHUBERT CLUB COLLECTION OF HISTORIC KEYBOARDS AND MANUSCRIPTS. ADMISSION IS FREE. THE MUSIC MUSEUM WELCOMED MORE THAN 8300 VISITORS IN 2022-23. 2142066 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 103 0 1 30 1 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X JANET PETERSON 6512923267 75 WEST 5TH STREET NO 302 ST PAUL MN 55102 ERIC WON DIRECTOR 1.00 X 0 0 0 SOOK JIN ONG DIRECTOR 1.00 X 0 0 0 RICHARD EVIDON DIRECTOR 1.00 X 0 0 0 PATRICIA DURST DIRECTOR 1.00 X 0 0 0 NANCY ORR DIRECTOR 1.00 X 0 0 0 MARK ANEMA DIRECTOR 1.00 X 0 0 0 MARIA TROJE DIRECTOR 1.00 X 0 0 0 MICHAEL MANNS DIRECTOR 1.00 X 0 0 0 SARAH WANDSCHNEIDER DIRECTOR 1.00 X 0 0 0 KARL REICHERT DIRECTOR 1.00 X 0 0 0 JONATHAN PALMER DIRECTOR 1.00 X 0 0 0 JOHN NUECHTERLEIN DIRECTOR 1.00 X 0 0 0 FAYNEESE MILLER DIRECTOR 1.00 X 0 0 0 TIMOTHY WICKER DIRECTOR 1.00 X 0 0 0 DOROTHY HORNS DIRECTOR 1.00 X 0 0 0 VAUGHN ORMSETH DIRECTOR 1.00 X 0 0 0 DAMEUM STRANGE VP DIVERSITY AND INCLUSION 1.00 X X 0 0 0 CLEA GALHANO DIRECTOR 1.00 X 0 0 0 ANNE HUNTER DIRECTOR 1.00 X 0 0 0 ERIC LIND DIRECTOR 1.00 X 0 0 0 BRAXTON HAULCY DIRECTOR 1.00 X 0 0 0 DOUG FLINK VP FINANCE & INVESTMENT 1.00 X X 0 0 0 SETH LEVIN VP STRATEGIC PLANNING COMM 1.00 X X 0 0 0 CATHERINE FURRY PRESIDENT 1.00 X X 0 0 0 LYNNE BECK VP NOMINATING & GOVERNANCE 1.00 X X 0 0 0 LAURA SEWELL VP ARTISTIC 1.00 X X 0 0 0 LAURA MCCARTEN VP MARKETING & DEVELOPMENT 1.00 X X 0 0 0 DAVID WHEATON VP AUDIT & COMPLIANCE 1.00 X X 0 0 0 JOANNA CORTRIGHT RECORDING SECRETARY 1.00 X X 0 0 0 SUZANNA ALTMAN VP EDUCATION 1.00 X X 0 0 0 BRIAN HORRIGAN VP MUSEUM 1.00 X X 0 0 0 ANNE KRUGER DIRECTOR 1.00 X 0 0 0 BARRY KEMPTON ARTISTIC AND EXECUTIVE DIRECTOR 40.00 X 163791 0 39423 JANET PETERSON BUSINESS MANAGER 40.00 X 73775 0 21662 237566 0 61085 1 0 1 0 0 122941 1305097 1428038 CONCERT TICKET SALES 711130 398049 398049 OTHER SALES 711130 27897 27897 425946 517920 517920 855533 827251 28282 28282 28282 MISCELLANEOUS 711130 27761 27761 27761 2427947 453707 0 546202 87132 87132 280116 128823 111655 39638 637601 475291 42486 119824 74189 46711 12855 14623 101339 65913 25236 10190 67543 44671 11027 11845 25999 4045 21954 111473 101879 9594 18355 290 14792 3273 40827 5589 35238 78630 69565 5025 4040 15215 3494 9586 2135 34210 34210 26021 5271 20750 GUEST ARTISTS 631779 626384 5395 PRODUCTIONS COSTS 459939 403211 49 56679 MISCELLANEOUS 24594 23233 1361 ELECTRICITY AND FACILIT 12104 12104 4250 4250 2731316 2142066 312014 277236 179270 162324 2149319 1139919 876115 515171 839 123 15012 11113 1346582 895148 334327 451434 18732895 21222168 513696 1034880 22801473 24537132 117657 149670 264771 256311 0 458164 382428 864145 X 8122637 8534123 14296408 15138864 22419045 23672987 22801473 24537132 X -303369 1596818 -42242 2732 X 0 1 X 1 0 X 1314859 1127471 2963363 2838087 1428038 9671818 1314859 1127471 2963363 2838087 1428038 9671818 1265253 8406565 423517 418236 417063 513202 517920 2289938 10380 6470 16850 34250 24438 28180 35449 57851 180168 12158774 1645152 0.69140 0.74060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RENT SUBSIDY AND MISCELLANEOUS - 2018 AMOUNT: $ 34,250. 2019 AMOUNT: $ 24,438. 2020 AMOUNT: $ 28,180. 2021 AMOUNT: $ 35,449. 2022 AMOUNT: $ 57,851. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 1911 0 0 0 1911 0 PART II-B, LINE 1: SCHUBERT CLUB IS A DUES-PAYING MEMBER OF MINNESOTA CITIZENS FOR THE ARTS, AN ORGANIZATION THAT SPONSORS "ARTS ADVOCACY DAY" AT THE STATE CAPITOL. AMOUNT OF DUES IN FY23 WAS $1911. X X X X 0 19534307 585170 2059386 743676 21435187 22315558 1000520 -3086827 694944 19534307 16932334 1410995 4429125 456896 22315558 16698351 6527 732491 505035 16932334 16333516 15000 998111 67400 580876 16698351 0.33000 0.67000 1 0 1011582 825798 185784 335000 69350 265650 451434 LEASE LIABILITY 458164 458164 X 4057794 1596818 72536 2732 1672086 2385708 42242 42242 2427950 2803852 72536 72536 2731316 0 2731316 PART III, LINE 1A: THE SCHUBERT CLUB MUSEUMS COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATIONS INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE BALANCE SHEET. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE SCHUBERT CLUB MUSEUM IN LANDMARK CENTER HOLDS A COLLECTION OF HISTORICALLY IMPORTANT INSTRUMENTS FROM AROUND THE WORLD AND MANUSCRIPTS FROM GREAT COMPOSERS. RECOGNIZED FOR ITS INTEGRATION OF EXHIBITS AND PERFORMANCES, INDIVIDUAL TOURS, AND THE OPPORTUNITY TO PLAY REPRODUCTIONS OF HISTORICAL INSTRUMENTS, THE MUSEUM INCLUDES BOTH A HISTORIC KEYBOARD COLLECTION AND THE GILMAN ORDWAY MANUSCRIPT COLLECTION WHICH INCLUDES NEARLY 100 RARE PIECES RANGING FROM AN 18TH CENTURY MOZART LETTER TO A 20TH CENTURY JOHN PHILIP SOUSA LETTER. PART V, LINE 4: THE SCHUBERT CLUB ESTABLISHED THE ENDOWMENT FUND IN ORDER TO PROVIDE LONG-TERM STABILITY FOR THE ORGANIZATION. ANNUAL DRAWS FROM THE ENDOWMENT FUND SUPPORT GENERAL OPERATIONS, CONCERTS, MUSEUM EXHIBITS, MUSIC EDUCATION, AND SCHOLARSHIPS. PART X, LINE 2: THE ORGANIZATION HAS A TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND MINNESOTA STATUTE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. THE ORGANIZATION IS LIABLE FOR FEDERAL AND STATE INCOME TAX ON ANY UNRELATED BUSINESS INCOME. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITYS FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATIONS FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF COMMUNITY FOUNDATION 1 BRUCE P CARLSON STUDENT SCHOLARSHIP 47 72500 FINANCIAL ASSISTANCE FOR MUSIC ED 6 14632 1 X X X X X 0 0 0 0 0 0 0 0 0 BARRY KEMPTON ARTISTIC AND EXECUTIVE DIRECTOR 163791 0 0 0 0 0 0 0 39423 0 203214 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE REVIEWED SALARIES OF COMPARABLY QUALIFIED INDIVIDUALS AND RECOMMENDED A SALARY PACKAGE FOR THE ARTISTIC & EXECUTIVE DIRECTOR WHICH WAS APPROVED BY THE FULL BOARD. LAURA SEWELL BOARD MEMBER 420 ARTIST FEE 0 CLEA GALHANO BOARD MEMBER 250 ARTIST FEE 0 X 9 77829 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE BOARD WILL RECEIVE A COPY OF THE FORM 990 FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS BOARD MEMBERS AND EMPLOYEES. THE INTERESTED PERSON DISCLOSES THE EXISTENCE AND THE MATERIAL FACTS REGARDING A POTENTIAL CONFLICT OF INTEREST TO THE BOARD OR COMMMITTEE; THE BOARD OR COMMITTEE WILL DETERMINE IF CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON MAY NOT BE PRESENT IN THE BOARD OR COMMITTEE MEETING AND MAY NOT VOTE ON THE TRANSACTION. THE BOARD OR COMMITTEE WILL DETERMINE ANY A PPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOUMENTED IN THE MEETING MINUTES. EMPLOYEES DISCUSS POSSIBLE CONFLICTS WITH THE ARTISTIC AND EXECUTIVE DIRECTOR WHO DETERMINES IF A CONFLICT EXISTS; AN EMPLOYEE WHO DISREGARDS PROHIBITION IS SUBJECT TO DISCIPLINARY ACTION UP TO TERMINATION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWED SALARIES OF COMPARABLY QUALIFIED INDIVIDUALS AND RECOMMENDED A SALARY PACKAGE FOR THE ARTISTIC & EXECUTIVE DIRECTOR WHICH WAS APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF COMMUNITY FOUNDATION HOLDINGS 2,732.