2024-09-27T08:32:03-05:00 2024-06-30 411534805 CARPENTER EVERT & ASSOCIATES LTD 7760 FRANCE AVE S SUITE 940 BLOOMINGTON MN 55435 990 2023-07-01 410945277 SCHUBERT CLUB THE SCHU 6512923267 75 W 5TH ST SUITE 302 ST PAUL MN 551021423 LAURA MCCARTEN PRESIDENT 6512923267 2024-09-24 1 0 MATT PILLSBURY P01565609 9528310085 2024-09-24 2023 2024-10-15 13:58:12Z LAURA MCCARTEN 75 W 5TH ST SUITE 302 ST PAUL MN 551021423 4370068 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. 31 31 32 100 0 0 1428038 2258658 425946 539744 546202 1068133 27761 30318 2427947 3896853 87132 88446 0 0 1160788 1230636 0 0 225320 1483396 1421744 2731316 2740826 -303369 1156027 24537132 27439529 864145 806449 23672987 26633080 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 1478230 568662 CONCERTSSCHUBERT CLUB PRESENTED A TOTAL OF 51 CONCERTS DURING THE 2023-24 SEASON IN FIVE SERIES: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 A DEDICATED CHAMBER MUSIC SERIES THAT 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 INTIMATE PERFORMANCES IN NON-TRADITIONAL VENUES FEATURING AN ECLECTIC RANGE OF ARTISTS WHO ARE CURRENTLY INFLUENCING THE MUSICAL LANDSCAPE. CONCERTS IN 2023-24 WERE HELD AT A VARIETY OF VENUES IN BOTH MINNEAPOLIS AND SAINT PAUL: LANDMARK CENTER, WALKER ART CENTER, THE MINNESOTA OPERA LUMINARY ARTS CENTER, ORDWAY 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. THIS WEEKLY SERIES OF FREE, NOON-TIME CONCERTS FEATURES MINNESOTA-BASED MUSICIANS AND COMPOSERS.ACCORDO IS A MUCH-LOVED 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.VIOLINIST DANIEL HOPE WAS THE SCHUBERT CLUB'S FEATURED ARTIST FOR THE SEASON, PERFORMING THREE CONCERTS IN TWO SCHUBERT CLUB SERIES AS WELL AS BEING FEATURED IN COMMUNITY AND FAMILY-ORIENTED EVENTS. 396185 88446 1400 MUSIC EDUCATION AND COMMUNITY ENGAGEMENTSCHUBERT CLUB BELIEVES THAT MUSIC EDUCATION AND ARTS ACCESS ARE ESSENTIAL COMPONENTS OF A CULTURALLY RICH AND HEALTHY COMMUNITY. PROJECT CHEER OFFERED FREE MUSIC LESSONS AT THE HALLIE Q. BROWN/MARTIN LUTHER KING CENTER AND THE MT. AIRY BOYS AND GIRLS CLUB IN SAINT PAUL. THE PROGRAM WAS STARTED IN PARTNERSHIP WITH HALLIE Q. BROWN IN 1969. APPROXIMATELY 100 STUDENTS IN GRADES 1-12 RECEIVED PIANO, GUITAR, AND RHYTHM LESSONS IN 2023-24.SEE SCHEDULE O FOR AN ADDITIONAL PROGRAM LANGUAGE.SCHUBERT CLUB HOSTED THREE MULTI-EVENT MUSIC EDUCATION RESIDENCIES THROUGHOUT THE YEAR LED BY GIFTED TEACHING ARTISTS. KIDSJAM IS AN INTERACTIVE EDUCATIONAL PROGRAM FOR KIDS AGES 5-12 TO PLAY, LISTEN, LEARN AND CREATE WITH MUSIC. DURING ITS 10TH SEASON, KIDSJAM WORKSHOPS TOOK PLACE AT THE SCHUBERT CLUB MUSIC MUSEUM AND THREE SAINT PAUL PUBLIC SCHOOLS. 2023-24 ALSO SAW THE DEBUT OF FAMILYJAM, A SERIES OF FREE, MUSIC MUSEUM-BASED CONCERTS AND ACTIVITIES FOR FAMILIES ON SATURDAY MORNINGS.THE LET'S MAKE MUSIC PROGRAM OFFERED INTERACTIVE GROUP EVENTS HELD THROUGHOUT THE YEAR IN THE SCHUBERT CLUB MUSIC MUSEUM, LED BY POPULAR TWIN CITIES MUSICIANS USING INSTRUMENTS FROM THE MUSEUM. FIVE NEW MUSEUM MINI PROGRAMS WERE ADDED TO THE FREE ONLINE COLLECTION OF VIRTUAL LEARNING EXPERIENCES WHICH SHOWCASE INSTRUMENTS FROM THE MUSIC 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 $71,750 WERE AWARDED TO COMPETITION WINNERS IN SIX CATEGORIES. SCHUBERT CLUB ALSO AWARDED FOUR JAZZ PIANO SCHOLARSHIPS, AND EXPANDED THE MUSICAL PROMISE SCHOLARSHIP PROGRAM TO FOUR STUDENTS, WITH GRANTS FOR THESE PROGRAMS TOTALING $15,860. 320674 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 INVITES VISITORS TO EXPLORE AND PLAY INSTRUMENTS FROM AROUND THE GLOBE; AND THE KEYBOARD JOURNEY, WHICH ALLOWS VISITORS TO EXPERIENCE THE SCHUBERT CLUB COLLECTION OF HISTORIC KEYBOARDS AND MANUSCRIPTS THROUGH VIDEO AND SOUND RECORDINGS. ADMISSION IS FREE. THE MUSIC MUSEUM WELCOMED MORE THAN 10,000 VISITORS IN 2023-24. 2195089 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 0 0 0 0 0 0 0 0 0 1 103 0 1 32 1 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X JANET PETERSON 6512923267 75 WEST 5TH STREET NO 302 ST PAUL MN 55102 AARON BROWN DIRECTOR 1.00 X 0 0 0 STEPHEN MENYA DIRECTOR 1.00 X 0 0 0 REYNOLDS ANTHONY HARRIS DIRECTOR 1.00 X 0 0 0 PATRICIA DURST DIRECTOR 1.00 X 0 0 0 MICHAEL MANNS DIRECTOR 1.00 X 0 0 0 MARIA TROJE POITRAS VP MARKETING & DEVELOPMENT 1.00 X X 0 0 0 KAY SAVIK DIRECTOR 1.00 X 0 0 0 KARL REICHERT DIRECTOR 1.00 X 0 0 0 ERIC WON DIRECTOR 1.00 X 0 0 0 VAUGHN ORMSETH DIRECTOR 1.00 X 0 0 0 CATHERINE FURRY DIRECTOR 1.00 X 0 0 0 ANNE VARS DIRECTOR 1.00 X 0 0 0 CLEA GALHANO DIRECTOR 1.00 X 0 0 0 JOHN NUECHTERLEIN DIRECTOR 1.00 X 0 0 0 BRAXTON HAULCY DIRECTOR 1.00 X 0 0 0 NANCIE LITIN DIRECTOR 1.00 X 0 0 0 ANNE KRUGER DIRECTOR 1.00 X 0 0 0 DOROTHY HORNS DIRECTOR 1.00 X 0 0 0 RICHARD EVIDON DIRECTOR 1.00 X 0 0 0 JONATHAN PALMER DIRECTOR 1.00 X 0 0 0 DONNA ZIMMERMAN DIRECTOR 1.00 X 0 0 0 LAURA MCCARTEN PRESIDENT 1.00 X X 0 0 0 JOANNA CORTRIGHT RECORDING SECRETARY 1.00 X X 0 0 0 LAURA SEWELL VP ARTISTIC 1.00 X X 0 0 0 DAVID WHEATON VP FINANCE & INVESTMENT 1.00 X X 0 0 0 DAMEUN STRANGE VP DIVERSITY AND INCLUSION 1.00 X X 0 0 0 SUZANNA ALTMAN VP EDUCATION 1.00 X X 0 0 0 DOUG FLINK VP AUDIT AND COMPLIANCE 1.00 X X 0 0 0 BRIAN HORRIGAN VP MUSEUM 1.00 X X 0 0 0 LYNNE BECK VP NOMINATING & GOVERNANCE 1.00 X X 0 0 0 SETH LEVIN VP STRATEGIC PLAN STEERING COMMITTEE 1.00 X X 0 0 0 NANCY ORR DIRECTOR 1.00 X 0 0 0 BARRY KEMPTON ARTISTIC AND EXECUTIVE DIR 40.00 X 195345 0 43099 JANET PETERSON BUSINESS MANAGER 40.00 X 77353 0 22149 272698 0 65248 1 0 1 0 0 189911 2068747 2258658 CONCERT TICKET SALES 711130 377224 377224 PATRON TOUR 711130 159650 159650 OTHER SALES 711130 2870 2870 539744 689796 689796 851552 473215 378337 378337 378337 MISCELLANEOUS 711130 30318 30318 30318 3896853 570062 0 1068133 88446 88446 271338 120250 114088 37000 693567 529860 42717 120990 83816 52717 15459 15640 111889 74842 26600 10447 70026 47393 11064 11569 45542 32284 13258 106203 102728 3475 21129 320 16860 3949 47260 4695 42565 86566 76683 5475 4408 18710 3270 9369 6071 38535 38535 28070 5634 22436 GUEST ARTISTS 497631 496656 975 PRODUCTIONS COSTS 405922 394626 500 10796 PATRON TOUR EXPENSE 110703 110703 ELECTRICITY AND FACILIT 8447 8447 7026 7000 26 2740826 2195089 320417 225320 162324 207681 1139919 2036583 515171 291146 123 1032 11113 24221 1346582 933683 451434 412899 21222168 23495741 1034880 970226 24537132 27439529 149670 187028 256311 241232 458164 378189 864145 806449 X 8534123 10144107 15138864 16488973 23672987 26633080 24537132 27439529 X 1156027 1848145 -55595 11516 X 0 1 X 1 0 X 1127471 2963363 2838087 1428038 2258658 10615617 1127471 2963363 2838087 1428038 2258658 10615617 1816823 8798794 418236 417063 513202 517920 689796 2556217 6470 6470 24438 28180 35449 57851 30318 176236 13354540 1735571 0.65890 0.69140 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RENT SUBSIDY AND MISCELLANEOUS - 2019 AMOUNT: $ 24,438. 2020 AMOUNT: $ 28,180. 2021 AMOUNT: $ 35,449. 2022 AMOUNT: $ 57,851. 2023 AMOUNT: $ 30,318. 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. X X X X 0 21435187 1533 2774239 786558 23424401 19534307 585170 2059386 743676 21435187 22315558 1000520 -3086827 694944 19534307 16932334 1410995 4429125 456896 22315558 16698351 6527 732491 505035 16932334 0.33000 0.67000 1 0 1011582 849266 162316 335000 84417 250583 412899 LEASE LIABILITY 378189 378189 X 5767053 1848145 66134 11516 1925795 3841258 55595 55595 3896853 2806960 66134 66134 2740826 0 2740826 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 48 71750 FINANCIAL ASSISTANCE FOR MUSIC ED 8 16696 1 X X X X 0 0 0 0 0 0 0 0 0 BARRY KEMPTON ARTISTIC AND EXECUTIVE DIR 195345 0 0 0 0 0 19534 0 23565 0 238444 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 600 ARTIST FEE 0 CLEA GALHANO BOARD MEMBER 500 ARTIST FEE 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 15 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. IN 2023 A COMPENSATION COMMITTEE CONDUCTED A 5-YEAR COMPENSATION AND PERFORMANCE REVIEW. A NEW THREE-YEAR CONTRACT WAS ISSUED IN MAY 2023. 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 11,516.