2025-04-14T16:55:39-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2023-07-01 237319396 MANKATO SYMPHONY ORCHESTRA INC MANK 5076258880 100 WARREN ST SUITE 300-154 MANKATO MN 56001 CHRISTOPHER PAUL PRESIDENT 5076258880 2025-02-19 1 1 KATHERINE LUTZKE CPA P01760889 5072802300 2025-02-19 2023 2025-03-06 01:10:19Z CHRISTOPHER PAUL 100 WARREN ST SUITE 300-154 MANKATO MN 56001 613028 0 X WWW.MANKATOSYMPHONY.ORG X 1951 MN TO OFFER EXCITING, HIGH QUALITY MUSICAL EVENTS AND MUSICAL EDUCATION FOR SOUTH CENTRAL MINNESOTA. 12 12 3 12 0 0 237056 218271 35971 42553 93941 35083 753 -9403 367721 286504 0 0 0 0 96315 101633 0 0 0 176574 206349 272889 307982 94832 -21478 722181 743668 6921 7147 715260 736521 TO CREATE EMOTION-PACKED, HIGH QUALITY MUSICAL EXPERIENCES AND PROMOTE MUSICAL EDUCATION IN AND FOR SOUTH CENTRAL MINNESOTA. 0 0 137558 0 42553 THE ASSOCIATION PRESENTED SYMPHONY CONCERTS FOR THE GENERAL PUBLIC, CONDUCTED SYMPHONY PRACTICES AND CONCERTS, AND PROVIDED MUSICAL EDUCATION AND PERFORMANCE OPPORTUNITIES FOR MUSICIANS AND THE PUBLIC. 137558 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 61 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 0 0 MN X BETHEL BALGE 5076258880 100 WARREN ST SUITE 300-154 MANKATO MN 56001 CHRISTOPHER PAUL PRESIDENT 8.00 X X 0 0 0 ANDREW MCNAMARA VICE PRESIDENT 1.50 X X 0 0 0 THOMAS LENTZ TREASURER 4.00 X X 0 0 0 VIKTORIA DAVIS SECRETARY 4.00 X X 0 0 0 SARAH HOULE DIRECTOR 1.50 X 0 0 0 MELINDA WEDZINA DIRECTOR 1.50 X 0 0 0 ERIC WOLLER DIRECTOR 1.50 X 0 0 0 JOE MEIDL DIRECTOR 1.50 X 0 0 0 KATIE HEINTZ DIRECTOR 1.50 X 0 0 0 ANNA BROWN DIRECTOR 1.50 X 0 0 0 JOHN KIND DIRECTOR 1.50 X 0 0 0 ANDREW WILLAERT DIRECTOR 1.50 X 0 0 0 BETHEL BALGE EXECUTIVE DIRECTOR 40.00 X 63553 0 0 63553 0 0 0 0 0 0 0 27976 190295 218271 PERFORMANCES AND OTHER 711190 42553 42553 42553 21661 21661 328243 314821 13422 13422 13422 2300 11703 -9403 -9403 286504 42553 0 25680 X 65438 65438 28563 100 28463 7632 7632 16603 16603 2339 2339 111661 111661 5898 5898 4410 4410 2580 2580 1500 1500 8250 8250 2058 2058 CONTINUING EDUCATION 14964 773 14191 LIBRARIAN 12409 2400 10009 BROCHURE 9303 9303 MUSIC SCORE 4961 4961 9413 9413 307982 137558 170424 0 62939 71982 67530 47372 55597 45743 150 35 102950 70729 2030 32221 533935 546315 722181 743668 6921 7147 6921 7147 X 587010 635097 128250 101424 715260 736521 722181 743668 -21478 42739 0 X 1 X 0 1 0 X 131048 138246 287553 237056 218271 1012174 131048 138246 287553 237056 218271 1012174 127295 884879 8779 5554 10616 15767 21661 62377 1180 1180 1075731 125995 0.82260 0.63540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: COVID ADJUSTMENT - 2020 AMOUNT: $ 1,180. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48050 48050 48050 48050 48050 48050 48050 48050 48050 48050 0.00000 1.00000 0.00000 0 0 102950 70729 32221 32221 X PART V, LINE 4: FUNDS ARE HELD FOR USE TOWARDS THE OPERATION OF THE ORCHESTRA. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION HAS EVALUATED ITS TAX POSITIONS AND HAS DETERMINED IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE GOVERNING BODY DURING A MEETING. AFTER REVIEWING THE DOCUMENT, THE BOARD PASSES OR REJECTS A MOTION TO ACCEPT THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ON-GOING BASIS, AND THE POLICY COVERS ALL BOARD MEMBERS. IN THE CASE OF AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER THIS DISCLOSURE, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON TO DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN THE NAMES OF THE PERSONS CONSIDERED TO HAVE CONFLICTS OF INTEREST AS DESCRIBED ABOVE, ACTIONS TAKEN TO DETERMINE EXISTENCE OF CONFLICTS OF INTEREST, THE GOVERNING BOARD'S OR COMMITTEE'S DECISIONS (AND RECORDS OF ANY VOTES TAKEN), ANY DISCIPLINARY OR CORRECTIVE ACTIONS DETERMINED, AND THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTIONS OR ARRANGEMENTSENT, CONTENTS OF DISCUSSIONS, AND ANY ALTERNATIVES TO THE PROPOSED TRANSACTIONS OR ARRANGEMENTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. IT IS REVIEWED ON AN ANNUAL BASIS (WITH A MIDTERM AND FINAL REPORT) BY A COMMITTEE OF THREE BOARD MEMBERS, WHO BRING THEIR REVIEW TO THE FULL BOARD TO EXAMINE AND COMMENT UPON. COMPENSATION IS DETERMINED BY REVIEW OF SIMILAR ORGANIZATIONS IN SIMILAR MARKETS WITH QUANTITATIVE DATA. THIS PROCESS IS DOCUMENTED IN THE BOARD MINUTES BY THE CHAIR OF THE COMMITTEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 111,661. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,661.