2023-10-09T09:35:07-05:00 2022-12-31 390859910 BAKER TILLY US LLP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990 2022-01-01 320005884 GRANT PARK ORCHESTRAL ASSOCIATION GRAN 3127427637 205 E RANDOLPH STREET CHICAGO IL 60601 PAUL WINBERG PRESIDENT AND CEO 3127424763 2023-10-04 1 PAUL WINBERG 320005884 1 MARK HEROUX P00959793 3127298000 2023-10-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAUL WINBERG 205 E RANDOLPH STREET CHICAGO IL 60601 11753908 0 X WWW.GPMF.ORG X 2002 IL (SEE SCH O) 40 40 382 85 0 0 7376042 11335715 90828 110869 167669 228634 -86774 -93789 7547765 11581429 0 0 0 0 3235720 4524253 14871 12569 1225392 1882893 2610633 5133484 7147455 2414281 4433974 15259948 15549160 2282648 334912 12977300 15214248 X (SEE SCHEDULE O) 0 0 4920058 IN 2022, THE GRANT PARK MUSIC FESTIVAL MARKED ITS 88TH SEASON OF BRINGING CHICAGOANS TOGETHER THROUGH THE SHARED EXPERIENCE OF LIVE SYMPHONIC MUSIC. THE 2022 FESTIVAL MARKED THE RETURN TO PRE-PANDEMIC PROGRAMMING LEVELS, WITH THE GRANT PARK MUSIC FESTIVAL PRODUCING TEN WEEKS OF FREE PERFORMANCES, COMMUNITY ACTIVITIES, AND EDUCATION PROGRAMS FROM JUNE 15 - AUGUST 20. AN ESTIMATED 170,000 PEOPLE OF ALL AGES ENJOYED THE FESTIVAL'S FREE CONCERTS IN MILLENNIUM PARK, WHILE A FURTHER 37,000 CHICAGOANS TOOK PART IN PROGRAMS CITYWIDE. THROUGH ITS PARTNERSHIP WITH WFMT, THE FESTIVAL SHARED ITS MAINSTAGE PERFORMANCES WITH AN ADDITIONAL 500,000 LISTENERS VIA RADIO AND WORLDWIDE INTERNET STREAMING. AUDIENCES ENJOYED A WEALTH OF FIRST-TIME FESTIVAL EXPERIENCES, INCLUDING FIVE WORLD PREMIERES, THREE ILLINOIS PREMIERES, AND 12 FESTIVAL PREMIERES - RANGING FROM COMPOSITIONS BY FLORENCE PRICE, JENNIFER HIGDON, DMITRI SHOSTAKOVICH, WILLIAM GRANT STILL, AND CHRISTOPHER THEOFANIDIS TO BRAND NEW FESTIVAL COMMISSIONS FROM BILLY CHILDS AND MISCHA ZUPKO. IN A NOD TO CHICAGO'S OWN RICH MUSIC CULTURE, THE FESTIVAL PRESENTED ITS FIRST-EVER GOSPEL JUBILEE AS WELL AS A SPECIAL MARIACHI FIESTA CONCERT. AND THE AWARD-WINNING GRANT PARK CHORUS CELEBRATED ITS 60TH ANNIVERSARY WITH BRITTEN'S SPRING SYMPHONY, HAYDN'S MONUMENTAL "CREATION", AND A SPECIAL ALL-CHORAL PROGRAM. THE FESTIVAL FEATURED ACCLAIMED GUEST SOLOISTS, INTRODUCING AUDIENCES TO EXCITING YOUNG TALENT AND HOSTING THE RETURN OF FESTIVAL FAVORITES CHRISTIAN TETZLAFF AND RACHEL BARTON PINE. NEW FACES AT THE FESTIVAL INCLUDED PIANISTS MICHELLE CANN, SIMON TRPESKI, ANDREAS HAEFLIGER, AND THE ZOFO PIANO DUO; FLUTIST MARINA PICCININI; AND CONDUCTOR JONATHON HEYWARD. 212645 THE FESTIVAL'S FREE EDUCATION AND COMMUNITY PROGRAMS FOR AUDIENCES OF ALL AGES AND LEVELS OF EXPERIENCE WITH CLASSICAL MUSIC EXTEND THE FESTIVAL'S REACH TO NEIGHBORHOODS THROUGHOUT CHICAGO. WITH THE LIFTING OF COVID-RELATED RESTRICTIONS IN SUMMER 2022, THE FESTIVAL WAS ABLE TO RESTORE THE FULL SCOPE OF ITS PRE-PANDEMIC PROGRAMMING, INCLUDING PRE-CONCERT TALKS AND EVENTS; THE CLASSICAL CAMPERS PROGRAM; NIGHT OUT IN THE PARKS PERFORMANCES; THE CENTERSTAGE RECITAL SERIES; THE VISITING MASTERS SERIES OF MASTER CLASSES; THE YOUNG ARTISTS SHOWCASE EVENTS; AND THE FESTIVAL'S STRING AND VOCAL FELLOWSHIP PROGRAMS. 5132703 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 382 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 IL X X HANNAH LEHMAN 3127427637 205 E RANDOLPH STREET CHICAGO IL 60601 STEPHEN SMITH IMMEDIATE PAST CHAIR 1.00 X 0 0 0 JULIAN OETTINGER DIRECTOR 1.00 X 0 0 0 JERRY GOLDSTONE TREASURER 4.00 X X 0 0 0 ADAM GRAIS CHAIR 5.00 X X 0 0 0 JAMEY FADIM DIRECTOR 1.00 X 0 0 0 EILEEN FRIESTAD DIRECTOR 1.00 X 0 0 0 ANN HICKEY EX-OFFICIO DIRECTOR 1.00 X 0 0 0 KATE DONALDSON VICE CHAIR 4.00 X X 0 0 0 MICHAEL CUSICK DIRECTOR 1.00 X 0 0 0 PAUL FREEHLING DIRECTOR 1.00 X 0 0 0 PENNY BROWN DIRECTOR 1.00 X 0 0 0 SHELI ROSENBERG DIRECTOR 1.00 X 0 0 0 PETER ASCOLI DIRECTOR 1.00 X 0 0 0 RHODA SWEENEY DRUCKER DIRECTOR 1.00 X 0 0 0 JENNY WILLCOX DIRECTOR 1.00 X 0 0 0 BRIAN SEDLAK DIRECTOR 1.00 X 0 0 0 CHANTAL FORSTER DIRECTOR 1.00 X 0 0 0 AMY BOONSTRA DIRECTOR 1.00 X 0 0 0 TOM HANSON DIRECTOR 1.00 X 0 0 0 SANDRA KAMIN DIRECTOR 1.00 X 0 0 0 LARUE ROBINSON SECRETARY 4.00 X X 0 0 0 CARI BUCCI-HULINGS RESIGNED JUNE 20 DIRECTOR 1.00 X 0 0 0 BOB BUFORD DIRECTOR 1.00 X 0 0 0 MICHAELLE BURSTIN DIRECTOR 1.00 X 0 0 0 NANCY DEHMLOW DIRECTOR 1.00 X 0 0 0 MICHAEL FERRELL DIRECTOR 1.00 X 0 0 0 FREDDI GREENBERG DIRECTOR 1.00 X 0 0 0 LISA TESARIK DIRECTOR 1.00 X 0 0 0 DAVID WHITNEY DIRECTOR 1.00 X 0 0 0 KRISTI KATZ CERCONE EX-OFFICIO DIRECTOR 1.00 X 0 0 0 MAUREEN SULLIVAN TAYLOR DIRECTOR 1.00 X 0 0 0 JILL MUELLER DIRECTOR 1.00 X 0 0 0 KAREN ZUPKO DIRECTOR 1.00 X 0 0 0 VERN BRODERS DIRECTOR 1.00 X 0 0 0 ANDRIA VAN DER MERWE DIRECTOR 1.00 X 0 0 0 CURTIS TARVER DIRECTOR 1.00 X 0 0 0 RENEE FERGUSON RESIGNED SEPTEMBER 2 DIRECTOR 1.00 X 0 0 0 BEATRICE TAYUI RESIGNED SEPTEMBER 2 DIRECTOR 1.00 X 0 0 0 ANGELA LEE DIRECTOR 1.00 X 0 0 0 JASON SPIGNER DIRECTOR 1.00 X 0 0 0 TOM ORLANDO DIRECTOR 1.00 X 0 0 0 MALCOLM KAMIN DIRECTOR 1.00 X 0 0 0 THOMAS MCELROY DIRECTOR 1.00 X 0 0 0 HEDY RATNER DIRECTOR 1.00 X 0 0 0 RAMON STEWART DIRECTOR 1.00 X 0 0 0 PAUL WINBERG PRESIDENT & CEO 40.00 X 240736 0 26511 JILL HURWITZ CHIEF MARKETING OFFICER 40.00 X 112534 0 29865 HANNAH LEHMAN CHIEF FINANCIAL OFFICER 40.00 X 114079 0 20373 CHRIS COLLINS GENERAL MANAGER 40.00 X 118714 0 8577 EMILY CANHAM CHIEF DEVELOPMENT OFFICER 40.00 X 112534 0 15951 698597 0 101277 5 0 1 0 KOBOTECH INC 8 S MICHIGAN AVE810 CHICAGO IL 60603 CONCERT PRODUCTION SERVICES 447140 CAMPBELL & COMPANY 1 E WACKER DR STE 2100 CHICAGO IL 60601 ENDOWMENT CAMPAIGN CONSULTING 188600 SELDY CRAMER ARTISTS INC 601 VAN NESS AVE NO 15 SAN FRANCISCO CA 94102 ARTIST PERFORMANCE FEES 128679 FAIRMONT MILLENNIUM PARK HOTEL 200N COLUMBUS DR CHICAGO IL 60601 EVENT CATERING/STAFF SERVICES, ARTIST AC 105555 4 1115807 745048 5015765 4459095 11335715 PROGRAM REIMBURSEMENTS 711300 110869 110869 110869 228634 228634 54240 745048 172479 -118239 -118239 MISCELLANEOUS INCOME 900099 24450 24450 24450 11581429 135319 0 110395 X 267247 267247 3576276 2941528 161081 473667 265514 248903 4311 12300 93431 30815 25478 37138 321785 260659 24673 36453 53985 53985 12569 12569 1572588 1112905 107744 351939 131862 65427 1761 64674 208511 69825 43457 95229 66530 10395 4509 51626 170831 163863 2677 4291 13668 4900 7661 1107 33315 33315 87533 65901 20049 1583 EQUIPMENT/MUSIC RENTAL 152127 129629 13114 9384 CATERING & HOSPITALITY 89075 10967 6329 71779 MISCELLANEOUS 30608 16986 11969 1653 7147455 5132703 789360 1225392 4472058 1993143 388135 1516203 166178 246861 94375 138688 359235 278459 100936 80776 10038266 11573489 15259948 15549160 254824 201004 27834 133908 1999990 0 2282648 334912 X 9608462 9676215 3368838 5538033 12977300 15214248 15259948 15549160 4433974 -2197026 0 X X 0 1 X 1 0 X 7337786 6593216 4709607 7376042 11335715 37352366 574275 593446 145000 474553 1787274 7912061 7186662 4854607 7850595 11335715 39139640 1202681 37936959 70930 100074 96848 167669 228634 664155 8239 20827 3068 5586 24450 62170 39865965 365741 0.95160 0.94360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10038266 3548333 -1944870 68240 11573489 7214785 1477000 1346481 10038266 4682600 1501000 1031185 7214785 3237402 620000 825198 4682600 3459187 -221785 3237402 0.65000 0.35000 0 0 359235 278459 80776 80776 INVESTMENTS 11573489 F 11573489 X 10116008 -2197026 731605 -1465421 11581429 0 11581429 7879060 731605 731605 7147455 0 7147455 PART X, LINE 2: THE ASSOCIATION HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE ASSOCIATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES 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. NO LIABILITY HAS BEEN RECOGNIZED BY THE ASSOCIATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X X X X X X 1 STRATEGIC MARKETING FOR THE ARTS LLC 445 W ERIE ST SUITE 1-B CHICAGO IL 60654 ANNUAL FUND CAMPAIGN 0 15623 12569 3054 15623 12569 3054 IL ADVOCATE FOR THE ARTS AWARDS BENEFI 799288 745048 54240 26094 57131 8866 80388 799288 745048 54240 26094 57131 8866 80388 172479 -118239 1 X X X X 0 0 0 0 0 0 0 0 0 PAUL WINBERG PRESIDENT & CEO 240736 0 0 0 0 0 9028 0 17483 0 267247 0 0 0 FORM 990, PART I, LINE 1: THE GRANT PARK ORCHESTRAL ASSOCIATION (THE "ASSOCIATION") PRODUCES THE GRANT PARK MUSIC FESTIVAL (THE "FESTIVAL"), ONE OF THE NATION'S FINEST, LONGEST-RUNNING FREE, SUMMER OUTDOOR CLASSICAL MUSIC SERIES, BRINGING DIVERSE AUDIENCES TOGETHER TO EXPERIENCE SYMPHONIC MUSIC IN ONE OF THE WORLD'S MOST MAGNIFICENT URBAN SETTINGS, THE JAY PRITZKER PAVILION IN MILLENNIUM PARK. AFTER THE COVID-19 PANDEMIC FORCED AN ALL-VIRTUAL SEASON IN 2020 AND A SHORTENED SEASON IN 2021, THE FESTIVAL RETURNED TO A FULL SCHEDULE IN 2022 WITH A TEN-WEEK SEASON OF MAGNFICENT PERFORMANCES. THE FESTIVAL DEMONSTRATES THAT CLASSICAL MUSIC, PERFORMED BY A WORLD-CLASS ORCHESTRA AND CHORUS, CAN HAVE A TRANSFORMATIVE IMPACT ON THE CITY. THE FESTIVAL CONTINUES TO BE THE SUMMER GATHERING PLACE FOR ALL OF CHICAGO, WHERE PEOPLE FROM EVERY NEIGHBORHOOD, FROM ALL WALKS OF LIFE, AND AROUND THE WORLD ARE CONNECTED THROUGH THE POWER OF MUSIC. FORM 990, PART III, LINE 1: THE GRANT PARK ORCHESTRAL ASSOCIATION (THE ASSOCIATION) PRODUCES THE GRANT PARK MUSIC FESTIVAL (THE FESTIVAL). THE FESTIVAL DEMONSTRATES THAT CLASSICAL MUSIC, PERFORMED BY A WORLD-CLASS ORCHESTRA AND CHORUS, CAN HAVE A TRANSFORMATIVE IMPACT ON THE CITY. SHOWCASED IN ONE OF THE CITY'S MOST SPECTACULAR SETTINGS, THE FESTIVAL CONTINUES TO BE A SUMMER GATHERING PLACE FOR ALL OF CHICAGO, WHERE PEOPLE FROM EVERY NEIGHBORHOOD, FROM ALL WALKS OF LIFE, AND FROM AROUND THE WORLD, ARE CONNECTED THROUGH THE POWER OF MUSIC. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE-CHAIR, SECRETARY, AND TREASURER OF THE BOARD AND ONE CHAIR FROM EACH OF THE STANDING COMMITTEES (DEVELOPMENT/MEMBERSHIP, FINANCE, NOMINATING/GOVERNANCE, GOVERNMENT AFFAIRS, EDUCATION/COMMUNITY ENGAGEMENT, DIVERSITY/EQUITY/INCLUSION/BELONGING) AND TWO AT-LARGE MEMBERS. THE CHAIR OF THE BOARD SERVES AS THE CHAIR OF THE EXECUTIVE COMMITTEE. WITH THE EXCEPTION OF CHANGES TO THE BYLAWS, THE EXECUTIVE COMMITTEE IS SPECIFICALLY DELEGATED THE AUTHORITY OF THE BOARD TO ACT ON BEHALF OF THE BOARD ON MATTERS REQUIRING BOARD ACTION BETWEEN REGULARLY SCHEDULED BOARD MEETINGS. THE EXECUTIVE COMMITTEE MAINTAINS REGULAR MINUTES OF ALL SUCH ACTIONS AND ON OTHER PROCEEDINGS AND REPORTS THE SAME TO THE BOARD OF DIRECTORS AT EACH REGULAR MEETING OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DELEGATED THE AUTHORITY TO REVIEW AND APPROVE THE FORM 990 TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECEIVES THE FINAL DRAFT FORM 990 PACKAGE VIA EMAIL; MEMBERS CONDUCT THEIR REVIEWS OF THE MATERIAL INDEPENDENTLY AND ASK QUESTIONS OF MANAGEMENT AS NEEDED. ONCE ALL NECESSARY FEEDBACK IS RECEIVED AND COMMITTEE MEMBER QUESTIONS HAVE BEEN ANSWERED, MANAGEMENT SEEKS AN APPROVAL VOTE VIA EMAIL. ONCE AT LEAST A SUPER MAJORITY OF MEMBERS HAVE REGISTERED THEIR APPROVAL VOTE, THE FORM 990 IS FILED. THIS PROCESS IS BEGUN IN ADVANCE OF THE RETURN DEADLINES TO ENSURE AMPLE TIME IS PROVIDED. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST AND RELATIONSHIP DISCLOSURE STATEMENT ANNUALLY. DURING THE COURSE OF THE YEAR, IN THE EVENT THAT AN OFFICER OR DIRECTOR DETERMINES THAT THEY HAVE A CONFLICT OF INTEREST ON A PARTICULAR MATTER BEFORE THE BOARD, THE INDIVIDUAL SHALL DISCLOSE THE CONFLICT TO THE BOARD OF DIRECTORS. THE OFFICER OR DIRECTOR WOULD THEN BE PROHIBITED FROM PARTICIPATING IN DISCUSSION AND VOTING ON THE MATTER AT HAND, UNLESS A MAJORITY OF THE DISINTERESTED DIRECTORS PRESENT DETERMINES OTHERWISE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS HAS REMANDED THE CEO'S ANNUAL PERFORMANCE REVIEW PROCESS TO THE EXECUTIVE COMMITTEE. IN ADDITION TO REVIEWING THE CEO'S PERFORMANCE, THE EXECUTIVE COMMITTEE ALSO REVIEWS THE COMPENSATION OF THE CEO. THE COMMITTEE USES EXECUTIVE COMPENSATION DATA GATHERED BY THE LEAGUE OF AMERICAN ORCHESTRAS, A NATIONAL ASSOCIATION SERVING THE ORCHESTRAL MUSIC INDUSTRY, TO RESEARCH COMPARABLE COMPENSATION RATES AT SIMILARLY SIZED AND ORGANIZED INSTITUTIONS. CONTEMPORANEOUS RECORDS OF THE DELIBERATION AND REVIEW PROCESS ARE KEPT AND HAVE BEEN RETAINED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. INDIVIDUALS MAY REQUEST COPIES OF THE DOCUMENTS BY CONTACTING THE ASSOCIATION'S OFFICE BY PHONE, MAIL OR EMAIL. FORM 990, PART IX, LINE 11G PRODUCTION SERVICES: PROGRAM SERVICE EXPENSES 509,853. MANAGEMENT AND GENERAL EXPENSES 3,419. FUNDRAISING EXPENSES 14,769. TOTAL EXPENSES 528,041. PERFORMANCE FEES: PROGRAM SERVICE EXPENSES 499,422. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 499,422. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 66,480. MANAGEMENT AND GENERAL EXPENSES 103,600. FUNDRAISING EXPENSES 275,241. TOTAL EXPENSES 445,321. COMMISSIONING FEES: PROGRAM SERVICE EXPENSES 16,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,500. EVENT PRODUCTIONS SERVICES: PROGRAM SERVICE EXPENSES 20,650. MANAGEMENT AND GENERAL EXPENSES 725. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,375. DESIGN & MAILHOUSE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 61,929. TOTAL EXPENSES 61,929. FORM 990, PART XII, LINE 2C: GRANT PARK ORCHESTRAL ASSOCIATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.