Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
The Musical Arts Association
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
11001 Euclid Avenue
 
Room/suite
City or town, state or country, and ZIP + 4
Cleveland, OH44106
D Employer identification number

34-0714468
E Telephone number

G Gross receipts $ 67,231,169
F Name and address of principal officer:
GARY HANSON
11001 EUCLID AVENUE
CLEVELAND,OH44106
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.clevelandorchestra.com
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1925
M State of legal domicile: OH
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: The core purpose of The Musical Arts Association is to provide inspirational experience by serving the art of music at the highest level of artistic excellence.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 81
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 78
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 555
6 Total number of volunteers (estimate if necessary) .... 6 1,355
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 6,528
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b  
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 23,468,970 34,099,383
9 Program service revenue (Part VIII, line 2g) ......... 14,509,442 16,533,206
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,331,823 6,163,437
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 472,317 328,081
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 40,782,552 57,124,107
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 28,505,397 30,998,205
16a Professional fundraising fees (Part IX, column (A), line 11e).... 560,347 659,913
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet3,328,870    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 16,924,256 18,486,604
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 45,990,000 50,144,722
19 Revenue less expenses. Subtract line 18 from line 12...... -5,207,448 6,979,385
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 193,619,327 222,814,558
21 Total liabilities (Part X, line 26)............ 60,268,968 60,713,973
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 133,350,359 162,100,585
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signature
Big Right Arrow
Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4
Big Right Arrow




EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: THE CORE PURPOSE OF THE MUSICAL ARTS ASSOCIATION IS TO PROVIDE INSPIRATIONAL EXPERIENCE BY SERVING THE ART OF MUSIC AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE. THE MUSICAL ARTS ASSOCIATION OPERATES THE CLEVELAND ORCHESTRA, SEVERANCE HALL, AND BLOSSOM MUSIC CENTER.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 20,494,150 including grants of $ 0 ) (Revenue $ 6,567,667 )
SEVERANCE HALL SEASON (SEE SCHEDULE O)
4b (Code:   ) (Expenses $ 6,676,749 including grants of $ 0 ) (Revenue $ 1,990,331 )
BLOSSOM FESTIVAL (SEE SCHEDULE O)
4c (Code:   ) (Expenses $ 11,114,469 including grants of $ 0 ) (Revenue $ 5,167,548 )
TOURS AND RESIDENCIES (SEE SCHEDULE O)
4d Other program services. (Describe in Schedule O.)
(Expenses $ 4,246,537 including grants of $ 0 ) (Revenue $ 2,663,424 )
4e Total program service expensesMediumBullet$ 42,531,905
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II
Click to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I
Click to see attachment
.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV
Click to see attachment
...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
225
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
555
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletAU
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
81
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
78
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
 
No
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
OH
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
JAMES E MENGER
11001 EUCLID AVENUE
CLEVELAND,OH44106
(216) 231-7300
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Dennis W LaBarre
President
13.0 X   X       0 0 0
(2) Richard J Bogomolny
Chairman
13.0 X   X       0 0 0
(3) The Honorable John D Ong
Vice President
3.0 X   X       0 0 0
(4) Norma Lerner
Honorary Chair
3.0 X   X       0 0 0
(5) Raymond T Sawyer
Secretary
3.0 X   X       0 0 0
(6) Beth E Mooney
Treasurer
3.0 X   X       0 0 0
(7) Gay Cull Addicott
Resident Trustee
1.0 X           0 0 0
(8) George N Aronoff
Resident Trustee
1.0 X           0 0 0
(9) Dr Ronald H Bell
Resident Trustee
1.0 X           0 0 0
(10) Charles P Bolton
Resident Trustee
1.0 X           0 0 0
(11) Dr Jeanette G Brown
Resident Trustee
1.0 X           0 0 0
(12) Helen Rankin Butler
Resident Trustee
1.0 X           0 0 0
(13) Scott Chaikin
Resident Trustee
1.0 X           0 0 0
(14) Paul G Clark
Resident Trustee
1.0 X           0 0 0
(15) Owen M Colligan
Resident Trustee
1.0 X           0 0 0
(16) Robert D Conrad
Resident Trustee
1.0 X           0 0 0
(17) Matthew V Crawford
Resident Trustee
1.0 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Alexander M Cutler
Resident Trustee
1.0 X           0 0 0
(19) Bruce P Dyer
Resident Trustee
1.0 X           0 0 0
(20) Terrance CZ Egger
Resident Trustee
1.0 X           0 0 0
(21) Paul G Greig
Resident Trustee
1.0 X           0 0 0
(22) Robert K Gudbranson
Resident Trustee
1.0 X           0 0 0
(23) Jeffrey A Healy
Resident Trustee
1.0 X           0 0 0
(24) Stephen H Hoffman
Resident Trustee
1.0 X           0 0 0
(25) David Hooker
Resident Trustee
1.0 X           0 0 0
(26) Michael J Horvitz
Resident Trustee
1.0 X           0 0 0
(27) Marguerite B Humphrey
Resident Trustee
1.0 X           0 0 0
(28) David P Hunt
Resident Trustee
1.0 X           0 0 0
(29) Christopher Hyland
Resident Trustee
1.0 X           0 0 0
(30) James D Ireland III
Resident Trustee
1.0 X           0 0 0
(31) Clifford J Isroff
Resident Trustee
1.0 X           0 0 0
(32) Trevor Jones
Resident Trustee
1.0 X           0 0 0
(33) Jean C Kalberer
Resident Trustee
1.0 X           0 0 0
(34) Nancy F Keithley
Resident Trustee
1.0 X           0 0 0
(35) Douglas A Kern
Resident Trustee
1.0 X           0 0 0
(36) John D Koch Jr
Resident Trustee
1.0 X           0 0 0
(37) S Lee Kohrman
Resident Trustee
1.0 X           0 0 0
(38) Charlotte R Kramer
Resident Trustee
1.0 X           0 0 0
(39) Virginia M Lindseth
Resident Trustee
1.0 X           0 0 0
(40) Alex Machaskee
Resident Trustee
1.0 X           0 0 0
(41) Robert P Madison
Resident Trustee
1.0 X           0 0 0
(42) Nancy W McCann
Resident Trustee
1.0 X           0 0 0
(43) Thomas F McKee
Resident Trustee
1.0 X           0 0 0
(44) Samuel H Miller
Resident Trustee
1.0 X           0 0 0
(45) John C Morley
Resident Trustee
1.0 X           0 0 0
(46) Donald W Morrison
Resident Trustee
1.0 X           0 0 0
(47) Margaret Fulton Mueller
Resident Trustee
1.0 X           0 0 0
(48) Gary Oatey
Resident Trustee
1.0 X           0 0 0
(49) Katherine T O'Neill
Resident Trustee
1.0 X           0 0 0
(50) Larry Pollock
Resident Trustee
1.0 X           0 0 0
(51) Alfred M Rankin Jr
Resident Trustee
1.0 X           0 0 0
(52) Clara T Rankin
Resident Trustee
1.0 X           0 0 0
(53) Audrey Gilbert Ratner
Resident Trustee
1.0 X           0 0 0
(54) Charles A Ratner
Resident Trustee
1.0 X           0 0 0
(55) James S Reid Jr
Resident Trustee
1.0 X           0 0 0
(56) Barbara S Robinson
Resident Trustee
1.0 X           0 0 0
(57) Steven M Ross
Resident Trustee
1.0 X           0 0 0
(58) Luci Schey
Resident Trustee
1.0 X           0 0 0
(59) Neil Sethi
Resident Trustee
1.0 X           0 0 0
(60) Hewitt B Shaw Jr
Resident Trustee
1.0 X           0 0 0
(61) David L Simon
Resident Trustee
1.0 X           0 0 0
(62) Richard K Smucker
Resident Trustee
1.0 X           0 0 0
(63) R Thomas Stanton
Resident Trustee
1.0 X           0 0 0
(64) Thomas A Waltermire
Resident Trustee
1.0 X           0 0 0
(65) Geraldine B Warner
Resident Trustee
1.0 X           0 0 0
(66) Paul E Westlake Jr
Resident Trustee
1.0 X           0 0 0
(67) David A Wolfort
Resident Trustee
1.0 X           0 0 0
(68) Virginia Nord Barbato
Non-resident Trustee
1.0 X           0 0 0
(69) Laurel Blossom
Non-resident Trustee
1.0 X           0 0 0
(70) Richard Gridley
Non-resident Trustee
1.0 X           0 0 0
(71) George Gund III
Non-resident Trustee
1.0 X           0 0 0
(72) Loren W Hershey
Non-resident Trustee
1.0 X           0 0 0
(73) Mrs Gilbert W Humphrey
Non-resident Trustee
1.0 X           0 0 0
(74) Herbert Kloiber
Non-resident Trustee
1.0 X           0 0 0
(75) Ludwig Scharinger
Non-resident Trustee
1.0 X           0 0 0
(76) Carolyn Dessin
Trustee Ex-Officio
1.0 X           0 0 0
(77) Iris Harvie
Trustee Ex-Officio
1.0 X           0 0 0
(78) Phyllis Knauf
Trustee Ex-Officio
1.0 X           0 0 0
(79) Dr Lester A Lefton
Trustee Ex-Officio
1.0 X           0 0 0
(80) Jean Sarlson
Trustee Ex-Officio
1.0 X           0 0 0
(81) Barbara R Snyder
Trustee Ex-Officio
1.0 X           0 0 0
(82) James E Menger
Assistant Treasurer/CFO
50.0     X       189,747 0 37,025
(83) Rosemary H Klena
Assist. Secretary/Admin Assist
45.0     X       70,571 0 17,617
(84) Gary Hanson
Executive Director
60.0       X     419,529 0 74,366
(85) William Preucil
Musician
40.0         X   475,964 0 36,264
(86) Richard King
Musician
40.0         X   232,705 0 33,064
(87) Franklin Cohen
Musician
40.0         X   254,334 0 22,593
(88) Michael Sachs
Musician
40.0         X   243,499 0 33,364
(89) Joshua Smith
Musician
40.0         X   227,674 0 26,883
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,114,023 0 281,176
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet115
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
Franz Welser-Mst
11001 Euclid Avenue
Cleveland,OH44106
MUSIC DIRECTOR 958,597
Artsmarketing Services Inc
260 EAST KING STREET
TORONTO,ONTARIO M5A 4L5  
CA
TELEFUNDING/TELEMKTG 527,618
Ideastream
1375 Euclid Avenue
Cleveland,OH44115
TV/VIDEO PRODUCTION 494,701
Genovese Vanderhoff Associates
77 CARLTON STREET SUITE 1103
TORONTO,ONTARIO M5B 2J7  
CA
FUNDRAISING CONSULT. 297,550
Sammy's at Severance Hall
11001 Euclid Avenue
Cleveland,OH44106
CATERING SERVICES 257,900
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet17
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 78,005
d Related organizations...1d 2,191,127
e Government grants (contributions)1e 2,290,287
f All other contributions, gifts, grants, and
similar amounts not included above
1f
29,539,964
g Noncash contributions included in lines 1a-1f:$ 1,753,985
h Total. Add lines 1a-1f.......MediumBullet 34,099,383
 Program Service Revenue Business Code
2a CONCERT REVENUE 711,130 15,340,323 15,340,323    
b HALL INCOME 711,130 755,321 611,085   144,236
c BROADCAST/RECORDING 711,130 437,562 437,562    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 16,533,206
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 2,101,533     2,101,533
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 9,727,353 3,979,658
b Less: cost or other basis and sales expenses 9,346,107 299,000
c Gain or (loss) 381,246 3,680,658
d Net gain or (loss)..........MediumBullet 4,061,904     4,061,904
8a Gross income from fundraising events (not including
$ 78,005
of contributions reported on line 1c). See Part IV, line 18 ...
a 511,929
b Less: direct expenses ...b 310,120
c Net income or (loss) from fundraising events..MediumBullet 201,809   201,809
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a 271,580
b Less: cost of goods sold ..b 151,835
c Net income or (loss) from sales of inventory..MediumBullet 119,744     119,744
Miscellaneous Revenue Business Code
11a GLIDDEN HOUSE PARTNERS, LTD 721,000 6,528   6,528  
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 6,528
12 Total revenue. See Instructions....MediumBullet 57,124,107 16,388,970 6,528 6,629,226
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 826,051   826,051  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 23,660,602 21,389,584 1,025,378 1,245,640
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 3,078,934 2,837,336 153,403 88,195
9 Other employee benefits ....... 1,973,022 1,726,622 102,293 144,107
10 Payroll taxes ........... 1,459,596 1,269,444 101,418 88,734
11 Fees for services (non-employees):        
a Management ...... 1,160,374 920,835 165,795 73,744
b Legal ......... 87,458   87,458  
c Accounting ........... 92,239   92,239  
d Lobbying ........... 47,500   47,500  
e Professional fundraising. See Part IV, line 17.. 659,913 659,913
f Investment management fees ...... 504,000   504,000  
g Other .......... 3,303,815 3,303,815    
12 Advertising and promotion .... 1,388,352 1,388,352    
13 Office expenses ....... 636,081 397,931 75,566 162,584
14 Information technology ...... 362,546 227,065 60,471 75,010
15 Royalties .. 120,455 120,455    
16 Occupancy ........... 1,193,940 933,231 128,866 131,843
17 Travel ............ 3,373,909 3,308,832 30,722 34,355
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 141,171 49,181 38,922 53,068
20 Interest ........... 205,673 168,652 20,567 16,454
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 2,056,000 1,685,920 205,600 164,480
23 Insurance .............. 53,208 26,801 13,353 13,054
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a DIRECT CONCERT EXPENSE 2,236,444 2,236,444    
b OTHER ADMINISTRATIVE EXPENSES 594,034   216,345 377,689
c CAPITAL ACTIVITIES 388,000   388,000  
d MEDIA EXPENSES 360,302 360,302    
e OTHER PROGRAM SERVICE EXPENSE 181,103 181,103    
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 50,144,722 42,531,905 4,283,947 3,328,870
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation
       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 19,676 1 85,916
2 Savings and temporary cash investments ....... 24,780,564 2 8,975,886
3 Pledges and grants receivable, net ......... 26,993,176 3 34,140,365
4 Accounts receivable, net ......... 875,414 4 796,848
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 233,852 7 185,650
8 Inventories for sale or use .............. 324,350 8 351,525
9 Prepaid expenses and deferred charges ............ 2,385,311 9 3,295,908
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 72,819,102
b Less: accumulated depreciation. ..... 10b 29,078,319 45,285,834 10c 43,740,783
11 Investments—publicly traded securities .......... 92,721,150 11 93,788,789
12 Investments—other securities. See Part IV, line 11 ......   12 37,452,888
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)... 193,619,327 16 222,814,558
Liabilities 17 Accounts payable and accrued expenses . 27,366,755 17 27,745,846
18 Grants payable ..........   18  
19 Deferred revenue .......... 4,752,213 19 4,818,127
20 Tax-exempt bond liabilities .......... 28,150,000 20 28,150,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D.....   25  
26 Total liabilities. Add lines 17 through 25..... 60,268,968 26 60,713,973
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 18,433,771 27 23,842,870
28 Temporarily restricted net assets ..... 13,928,886 28 21,967,206
29 Permanently restricted net assets ..... 100,987,702 29 116,290,509
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 133,350,359 33 162,100,585
34 Total liabilities and net assets/fund balances ..... 193,619,327 34 222,814,558
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
57,124,107
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
50,144,722
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
6,979,385
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
133,350,359
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
21,770,841
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
162,100,585
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
The Musical Arts Association
 
Employer identification number

34-0714468
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization
(ii)
EIN
(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv)
Is the organization in col. (i) listed in your governing document?
(v)
Did you notify the organization in col. (i) of your support?
(vi)
Is the organization in col. (i) organized in the U.S.?
(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 16,464,079 19,016,802 37,868,783 23,468,970 34,099,383 130,918,017
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 16,464,079 19,016,802 37,868,783 23,468,970 34,099,383 130,918,017
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           27,916,805
6 Public Support. Subtract line 5 from line 4.           103,001,212
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 16,464,079 19,016,802 37,868,783 23,468,970 34,099,383 130,918,017
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 4,193,643 3,268,114 2,499,255 1,835,928 2,101,533 13,898,473
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 3,000 7,268 409 5,444 6,528 22,649
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).           144,839,139
12
12
82,614,484
13
Section C. Computation of Public Support Percentage
14
14
71.114 %
15
15
72.150 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
The Musical Arts Association
 
Employer identification number

34-0714468
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
The Musical Arts Association
 
Employer identification number

34-0714468
Part I
Contributors (see Instructions)
     
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
The Musical Arts Association
 
Employer identification number

34-0714468
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
The Musical Arts Association
 
Employer identification number

34-0714468
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
The Musical Arts Association
 
Employer identification number

34-0714468
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
Organization's
Totals
(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in)
(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e))
         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))
         
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
100
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
300
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
Yes
 
47,500
j
Total. lines 1c through 1i ...................................
47,900
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Description of Lobbying Activities Schedule C, Part II-B All activities regarding lobbying activities concentrated on legislative matters only. Direct contact with legislators, their staffs, government officials or legislative bodies by The Musical Arts Association volunteers, employees, trustees, or legal counsel occurred via telephone or an occasional meeting. The Musical Arts Association contracted William P. Blair, III to provide professional expertise to secure funds from the State of Ohio and the federal government with regards to the operations and capital needs of the institution.
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
The Musical Arts Association
 
Employer identification number

34-0714468
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 122,581,000 113,141,000 123,512,000
b Contributions ........ 11,582,000 6,275,000 22,151,000
c Investment earnings or losses ... 20,256,000 11,013,000 -24,393,000
d Grants or scholarships ..... 0 0 0
e Other expenditures for facilities
and programs ........
9,097,000 6,878,000 7,171,000
f Administrative expenses .... 0 970,000 958,000
g End of year balance ...... 145,322,000 122,581,000 113,141,000
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet14.820 %
b
Permanent endowment: SchDMd Bullet80.030 %
c
Term endowment: SchDMd Bullet5.150 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   2,055,374 2,055,374
b Buildings ................   62,871,346 25,641,249 37,230,097
c Leasehold improvements ............        
d Equipment ................   7,892,382 3,437,070 4,455,312
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 43,740,783
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) ABSOLUTE RETURN EQUITY FUND
22,232,292 F

(B) HEDGED EQUITY FUND
11,419,009 F

(C) CHARITABLE PERPETUAL TRUSTS
3,801,587 F






Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 37,452,888
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 57,124,107
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 50,144,722
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 6,979,385
4 Net unrealized gains (losses) on investments .......................... 4 18,643,228
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8 2,856,753
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 21,499,981
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 28,479,366
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 79,640,560
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 18,643,228
b Donated services and use of facilities ......... 2b 255,517
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d 2,863,281
e Add lines 2a through 2d ..................... 2e 21,762,026
3 Subtract line 2e from line 1..................... 3 57,878,534
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b -754,427
c Add lines 4a and 4b....................... 4c -754,427
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 57,124,107
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 51,161,194
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 255,517
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d 760,955
e Add lines 2a through 2d...................... 2e 1,016,472
3 Subtract line 2e from line 1..................... 3 50,144,722
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 50,144,722
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
INTENDED USES OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 UNRESTRICTED ENDOWMENT ASSETS CONSIST OF FUNDS WHICH HAVE BEEN DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT AND FOR WHICH THE USE OF INCOME IS NOT GOVERNED BY DONOR-IMPOSED RESTRICTIONS. TERM OR TEMPORARILY RESTRICTED ENDOWMENT ARE SUBJECT TO DONOR-IMPOSED RESTRICTIONS THAT WILL BE MET BY ACTIONS OF THE MUSICAL ARTS ASSOCIATION AND/OR PASSAGE OF TIME. PERMANENT ENDOWMENT IS SUBJECT TO DONOR-IMPOSED RESTRICTIONS THAT REQUIRE THE ASSETS BE MAINTAINED IN PERPETUITY. THE USE OF INCOME AND ANY RELATED APPRECIATION MAY BE SUBJECT TO RESTRICTION BY THE DONOR.
FIN 48 FOOTNOTE FROM FINANCIAL STATEMENTS SCHEDULE D, PART X, LINE 2 THE MUSICAL ARTS ASSOCIATION ADOPTED FIN 48 IN FISCAL YEAR 2008 AS REQUIRED. NO DISCLOSURES WERE REQUIRED UNDER GAAP AS THE MUSICAL ARTS ASSOCIATION DOES NOT HAVE ANY MATERIAL TAX CONTINGENCIES THAT REQUIRED DISCLOSURES IN THE FOOTNOTES.
OTHER CHANGES IN NET ASSETS SCHEDULE D, PART XI, LINE 8 PENSION LIABILITY ADJUSTMENT $2,863,281 BOOK/TAX DIFFERENCE PARTNERSHIP INTEREST $(6,528) LINE 8 TOTAL $2,856,753
REVENUE AMOUNTS INCLUDED ON AUDITED FINANCIAL STATEMENTS, NOT ON FORM 990 SCHEDULE D, PART XII, LINE 2D PENSION LIABILITY ADJUSTMENT $2,863,281
REVENUE AMOUNTS INCLUDED ON FORM 990, NOT ON AUDITED FINANCIAL STATEMENTS SCHEDULE D, PART XII, LINE 4B RECLASS SPECIAL EVENT EXPENSE $(310,120) RECLASS COST OF GOODS SOLD $(151,835) BOOK/TAX DIFFERENCE PARTNERSHIP INTEREST $6,528 DISPOSAL OF LAND AT BOOK VALUE $(299,000) LINE 4B TOTAL $(754,427)
EXPENSE AMOUNTS INCLUDED ON AUDITED FINANCIAL STATEMENTS, NOT ON FORM 990 SCHEDULE D, PART XIII, LINE 2D RECLASS SPECIAL EVENT EXPENSE $310,120 RECLASS COST OF GOODS SOLD $151,835 DISPOSAL OF LAND AT BOOK VALUE $299,000 LINE 2D TOTAL $760,955
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
The Musical Arts Association
 
Employer identification number

34-0714468
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total
expenditures for region/investments
in region
Europe (Including Iceland and Greenland) 0 0 Fundraising   77,253
Europe (Including Iceland and Greenland) 0 0 Program Services Foreign Tour 1,524,454
East Asia and the Pacific 0 0 Program Services Foreign Tour 1,530,684
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 3,132,391
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 3,132,391
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount of
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
Organization's Procedures for Monitoring Use of Grant Funds Outside the US Schedule F, Part I, Line 3, column (f) Foreign touring expenses are recorded on the accrual basis of accounting in The Musical Arts Association's financial books.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
The Musical Arts Association
 
Employer identification number

34-0714468
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
Artsmarketing Services Inc 260 E
260 EAST KING STREET
 
TORONTO, ONTARIO M5A 4L5
CA  
TELEFUNDING   No 916,232 338,168 578,064
Sandra Baker Feren 116 NE 16 TERRF
116 NE 16 TERRACE
 
FT LAUDERDALE, FL33301
FUNDRAISING CONSULT SVC   No   6,000 -6,000
Genovese Vanderhoof Assoc 77 CAR
77 CARLTON STREET SUITE 1103
 
TORONTO, ONTARIO M5B 2J7
CA  
FUNDRAISING CONSULT SVC   No   295,000 -295,000
Total .................right arrow 916,232 639,168 277,064
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
FL, OH
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

Blossom Gala
(event type)
(b) Event #2

Sev Hall Gala
(event type)
(c) Other Events

1
(total number)
(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 449,759 131,800 8,375 589,934
2 Less: Charitable
contributions . . .
51,455 25,650 900 78,005
3 Gross income (line 1
minus line 2) . . .
398,304 106,150 7,475 511,929
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . .        
8 Entertainment . . .        
9 Other direct expenses . 245,711 51,635 12,774 310,120
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 310,120
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 201,809
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
DISTINGUISHING PMTS FOR PROF. FUNDRAISING SERVICES FROM EXP PMT OR REIMB SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE PROFESSIONAL FUNDRAISING AGREEMENT WITH ARTSMARKETING SERVICES, INC. STIPULATES THAT PAYMENTS MADE ARE FOR PROFESSIONAL FUNDRAISING SERVICES ($338,168) BASED UPON THE AGREED UPON COMMISSION RATE AND REIMBURSEMENT FOR PRINTING OF SOLICITATION LEAD SHEETS ($7,655) AND CAMPAIGN MATERIALS ($6,095).
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
The Musical Arts Association
 
Employer identification number

34-0714468
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) James E Menger (i)
(ii)
181,458
0
3,000
0
5,289
0
21,314
0
15,711
0
226,772
0
0
0
(2) Gary Hanson (i)
(ii)
414,668
0
0
0
4,861
0
58,472
0
15,894
0
493,895
0
0
0
(3) William Preucil (i)
(ii)
475,964
0
0
0
0
0
18,308
0
17,956
0
512,228
0
0
0
(4) Richard King (i)
(ii)
232,705
0
0
0
0
0
18,308
0
14,756
0
265,769
0
0
0
(5) Franklin Cohen (i)
(ii)
254,334
0
0
0
0
0
18,308
0
4,285
0
276,927
0
0
0
(6) Michael Sachs (i)
(ii)
243,499
0
0
0
0
0
18,308
0
15,056
0
276,863
0
0
0
(7) Joshua Smith (i)
(ii)
227,674
0
0
0
0
0
18,308
0
8,575
0
254,557
0
0
0









Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
EXPLANATION FOR SCHEDULE J, PART I, LINE 1A - CHARTER TRAVEL   THE CLEVELAND ORCHESTRA, ON OCCASION, TRAVELS VIA CHARTER FLIGHTS WHEN NECESSARY TO FULFILL FOREIGN OR DOMESTIC TOUR CONCERT SCHEDULING REQUIREMENTS.
EXPLANATION FOR SCHEDULE J, PART I, LINE 1A - TRAVEL FOR COMPANIONS   THE EXECUTIVE DIRECTOR'S SPOUSE OCCASIONALLY TRAVELS WITH HIM ATTENDING CONCERTS AND OTHER TOUR SPECIFIC FUNCTIONS AT THE EXPENSE OF THE MUSICAL ARTS ASSOCIATION.
EXPLANATION FOR SCHEDULE J, PART II & FORM 990, PART VII, LINE 1A   THE COMPENSATION AND FRINGE BENEFITS LISTED FOR JAMES E. MENGER AND ROSEMARY H. KLENA ARE ATTRIBUTABLE TO THEIR STATUS AS FULL-TIME EMPLOYEES OF THE MUSICAL ARTS ASSOCIATION.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
The Musical Arts Association
 
Employer identification number
34-0714468
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer
(i) Pool
financing
Yes No Yes No Yes No
A County of Cuyahoga Ohio
 
34-6000817 232263CE1 01-02-2004 28,150,000 SEE SCH K, PART V   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . .        
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 28,181,772      
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . . 325,105      
8 Credit enhancement from proceeds. 889,523      
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . .        
11 Other spent proceeds . . 26,967,144      
12 Other unspent proceeds. . .        
13 Year of substantial completion . . . 2004
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? X              
15 Were the bonds issued as part of an advance refunding issue?   X            
16 Has the final allocation of proceeds been made? . . X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X              
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .                
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .                
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use?                
b Are there any research agreements that may result in private business use of bond-financed property? . .                
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet        
6 Total of lines 4 and 5 . . .. . . . . .        
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities?                
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X            
2 Is the bond issue a variable rate issue? X              
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X            
b Name of provider .  
 
 
 
 
 
 
 
c Term of hedge . .        
d Was the hedge superintegrated? .                
e Was a hedge terminated? .                
4a Were gross proceeds invested in a GIC? .   X            
b Name of provider .  
 
 
 
 
 
 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X            
6 Did the bond issue qualify for an exception to rebate? . . . X              
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
DESCRIPTION OF PURPOSE FOR TAX-EXEMPT BONDS SCHEDULE K, PART I, COLUMN (F) PROCEEDS FROM THE COUNTY OF CUYAHOGA, OHIO ECONOMIC DEVELOPMENT REVENUE REFUNDING BONDS, SERIES 2003 ISSUANCE WERE USED TO REDEEM THE COUNTY OF CUYAHOGA, OHIO ECONOMIC DEVELOPMENT REVENUE BONDS, SERIES 1998, DUE APRIL 1, 2028. THE PROCEEDS FROM THE SERIES 1998 ISSUANCE FUNDED CERTAIN COSTS ASSOCIATED WITH THE RENOVATION, EXPANSION AND RESTORATION OF SEVERANCE HALL, THE MUSICAL ARTS ASSOCIATION'S CONCERT HALL AND PRINCIPAL OFFICES.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
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Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
The Musical Arts Association
 
Employer identification number

34-0714468
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) The Plain Dealer SEE PART V 226,129 Advertising Services   No
(2) KeyCorp SEE PART V 366,419 Banking, Investment Mgmt, CC   No
(3) WCLV SEE PART V 111,922 Radio/Broadcast Production Svc   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV (A) NAME OF INTERESTED PERSON: THE PLAIN DEALER (B) RELATIONSHIP: TERRANCE C.Z. EGGER, PRESIDENT/PUBLISHER OF THE PLAIN DEALER & RESIDENT TRUSTEE OF MAA (C) AMOUNT: 226,129 (D) DESCRIPTION: ADVERTISING SERVICES (E) SHARING OF ORGANIZATION'S REVENUES: NO (A) NAME OF INTERESTED PERSON: KEYCORP (B) RELATIONSHIP: BETH E. MOONEY, CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF KEYCORP & TREASURER OF MAA (C) AMOUNT: 366,419 (D) DESCRIPTION: BANKING, INVESTMENT MANAGEMENT, CREDIT CARD PROCESSING SERVICES (E) SHARING OF ORGANIZATION'S REVENUES: NO (A) NAME OF INTERESTED PERSON: WCLV (B) RELATIONSHIP: ROBERT D. CONRAD, PRESIDENT OF WCLV & RESIDENT TRUSTEE OF MAA (C) AMOUNT: 111,922 (D) DESCRIPTION: RADIO AND BROADCAST PRODUCTION SERVICES (E) SHARING OF ORGANIZATION'S REVENUES: NO
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
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SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
The Musical Arts Association
 
Employer identification number

34-0714468
Part I
Types of Property
(a)
Check if applicable
(b)
Number of Contributions or items contributed
(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 11 1,753,985 cost/selling price
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
The Musical Arts Association
 
Employer identification number

34-0714468
Identifier Return Reference Explanation
DESCRIPTION OF PROGRAM SERVICE ACTIVITY #1 FORM 990, PART III, LINE 4A SEVERANCE HALL SEASON - FRANZ WELSER-MST OPENED HIS NINTH SEASON WITH THE CLEVELAND ORCHESTRA IN TWO SUBSCRIPTION CONCERTS AT SEVERANCE HALL AND AT JOHN ADAMS HIGH SCHOOL. DURING THE 2010-11 SEASON, MR. WELSER-MST CONDUCTED JOHN ADAMS'S DOCTOR ATOMIC SYMPHONY; BACH'S MASS IN F MAJOR (BWV 233); BARTK'S MUSIC FOR STRINGS, PERCUSSION, AND CELESTA; BARTK'S SECOND PIANO CONCERTO AND SCHUMANN'S PIANO CONCERTO WITH PIERRE-LAURENT AIMARD; BEETHOVEN'S SYMPHONIES NOS. 3 AND 8; DVORK'S TE DEUM, MAHLER'S SYMPHONY NO. 4; A FULLY STAGED PRODUCTION OF MOZART'S DON GIOVANNI; ROSSINI'S STABAT MATER; AND STRAUSS'S EIN HELDENLEBEN DURING 39 PERFORMANCES AT SEVERANCE HALL, THE MIAMI RESIDENCY, AND ON TOUR. MR. WELSER-MST LED THE FIFTH ROCHE COMMISSION, AN AMERICAN PREMIERE OF WOVEN DREAMS, BY TOSHIO HOSOKAWA. AT THE END OF THE SEASON, MR. WELSER-MST CONDUCTED THE WORLD PREMIERE OF DANIEL R. LEWIS YOUNG COMPOSER FELLOW JRG WIDMANN'S FLUTE CONCERTO AND THE CLEVELAND ORCHESTRA PREMIERE OF ON A WIRE, A CONCERTO FOR EIGHTH BLACKBIRD BY JENNIFER HIGDON THAT IS A CO-COMMISSION BY SIX ORCHESTRAS. IN ADDITION, FRANZ WELSER-MST WILL CONDUCT BRUCKNER SYMPHONIES NOS. 5 AND 7 DURING THE 2010-11 SEASON. GUEST CONDUCTORS WHO MADE THEIR CLEVELAND ORCHESTRA DEBUTS IN 2010-11 ARE JIR BELOHLVEK, ANDREY BOREYKO, THOMAS DAUSGAARD, AND VLADIMIR JUROWSKI. OTHER ARTISTS WHO MADE THEIR DEBUTS ARE TENOR SHAWN MATHEY, BARITONE REINHARD MAYR, SOPRANO EVA MEI, BASS-BARITONE LUCA PISARONI, SOPRANO JESSICA RIVERA, AND THE ENSEMBLE EIGHTH BLACKBIRD. VIOLINIST JULIA FISCHER, CELLIST ALBAN GERHARDT, AND PIANISTS DAVID FRAY AND KIRILL GERSTEIN MARKED THEIR SEVERANCE HALL DEBUTS, HAVING ALREADY PERFORMED WITH THE ORCHESTRA IN PRIOR SEASONS AT BLOSSOM MUSIC CENTER. SEVERAL CONDUCTORS MADE RETURN VISITS IN 2010-11: SEMYON BYCHKOV, HERBERT BLOMSTEDT, ANDREW DAVIS, MUSIC DIRECTOR LAUREATE CHRISTOPH VON DOHNNYI, HANS GRAF, TON KOOPMAN, KURT MASUR, MATTHIAS PINTSCHER, AND PINCHAS STEINBERG. RETURNING SOLOISTS INCLUDED PIERRE-LAURENT AIMARD, EMANUEL AX, ANNA BONITATIBUS, LAURA CLAYCOMB, RUBEN DROLE, ANDREW FOSTER-WILLIAMS, HORACIO GUTIRREZ, MALIN HARTELIUS, STEVEN ISSERLIS, MARTINA JANKOV, LEONIDAS KAVAKOS, SIMON KEENLYSIDE, RADU LUPU, CHRISTOPHER MALTMAN, MARTIN MITTERRUTZNER, ALFRED MUFF, KELLEY O'CONNOR, GARRICK OHLSSON, AND FRANK PETER ZIMMERMANN. THE SEASON FEATURED FIVE MEMBERS OF THE ORCHESTRA AS SOLOISTS. FRANKLIN COHEN, PRINCIPAL CLARINET, PERFORMED NIELSEN'S CLARINET CONCERTO; RICHARD KING, PRINCIPAL HORN, PERFORMED IN PROGRAMS LED BY CHRISTOPH VON DOHNNYI; WILLIAM PREUCIL, CONCERTMASTER, PERFORMED MOZART'S VIOLIN CONCERTO NO. 5; JOSHUA SMITH, PRINCIPAL FLUTE, PREMIERED WIDMANN'S FLUTE CONCERTO; AND ROBERT WALTERS, SOLO ENGLISH HORN, PERFORMED VASKS'S ENGLISH HORN CONCERTO. IN KEEPING WITH THE CLEVELAND ORCHESTRA'S MISSION OF SERVING THE ART OF MUSIC AT THE HIGHEST LEVELS OF ARTISTIC EXCELLENCE, THE ORGANIZATION EMBARKED UPON A SERIES OF DIVERSIFICATION INITIATIVES DESIGNED TO BROADEN THE ORGANIZATION'S REACH. A CORE FOCUS OF THE ORGANIZATION'S STRATEGY, DIVERSIFICATION INITIATIVES ARE PART OF THE ORCHESTRA'S LONG-TERM SOLUTION FOR SUSTAINABILITY. DIVERSIFICATION INITIATIVES EXECUTED DURING THE 2010-11 SEASON RANGED FROM PUBLIC SCHOOL "MEET THE ORCHESTRA" CONCERTS TO NEW PROGRAM FORMATS SUCH AS FRIDAYS@7, WHICH OFFERS A SOCIAL EXPERIENCE; MUSICALLY SPEAKING, WHICH BRINGS NEW AUDIENCES AND LONG-TIME FANS CLOSER TO THE MUSIC; AND THE CELEBRITY SERIES, WHICH SPOTLIGHTS DIFFERENT GENRES OF MUSIC. THE ORCHESTRA ALSO CONTINUED TO BROADEN ITS REACH AND APPEAL THROUGH THE INCLUSION OF FULLY-STAGED OPERA AND BALLET DURING THE 2010-11 SEASON. A FINAL DIVERSIFICATION INITIATIVE WAS LED BY CONDUCTOR TON KOOPMAN, WHO BECAME THE ORCHESTRA'S ARTIST-IN-RESIDENCE IN 2010-11. IN PARTNERSHIP WITH THE CLEVELAND MUSEUM OF ART, MR. KOOPMAN LED A TWO-WEEK BAROQUE FESTIVAL WITH THE CLEVELAND ORCHESTRA, INCLUDING WORKS BY J.S. BACH, C.P.E. BACH, AND HANDEL. DESCRIPTION OF PROGRAM SERVICE ACTIVITY #2 FORM 990, PART III, LINE 4B BLOSSOM FESTIVAL - THE CLEVELAND ORCHESTRA OPENED ITS APPEARANCES AT THE 2010 BLOSSOM FESTIVAL ON JULY 2, WITH CONCERTS THAT SPANNED THE FIRST WEEKEND IN SEPTEMBER. THE FESTIVAL INCLUDED A TOTAL OF 18 CONCERTS, MOST OF WHICH WERE PERFORMED BY THE CLEVELAND ORCHESTRA. GUEST ENSEMBLES ROUNDED OUT THE SEASON OF OFFERINGS, AND INCLUDED YO-YO MA AND THE SILK ROAD ENSEMBLE; THE CANADIAN BRASS; AND THE BLOSSOM FESTIVAL BAND AND ORCHESTRA. HIGHLIGHTS FROM THE CLASSICAL MUSIC REPERTOIRE DURING THE SEASON INCLUDED PERFORMANCES OF BRAHMS' SYMPHONY NO. 2 IN D MAJOR, OPUS 73; ELGAR'S VARIATIONS ON AN ORIGINAL THEME, OPUS 36 ("ENIGMA" VARIATIONS); SIBELIUS' SYMPHONY NO. 1 IN E MINOR, OPUS 39; STRAVINSKY'S SUITE FROM THE FIREBIRD; AN ALL-BAROQUE PROGRAM, AND MANY MORE. TO ATTRACT NEW AUDIENCES AND FAMILIES WITH CHILDREN, SEVERAL "POPS" CONCERTS ARE ALSO INCLUDED IN THE MIX EACH SEASON. IN 2010, THESE INCLUDED "BRAVO BROADWAY" CONCERT AND "MAGICAL MUSIC OF DISNEY" PERFORMANCES THAT FEATURED CLIPS FROM POPULAR DISNEY MOVIES PROJECTED ON A LARGE SCREEN WHILE THE BLOSSOM FESTIVAL ORCHESTRA PERFORMED ON STAGE. IN ADDITION, CHICAGO'S JOFFREY BALLET PERFORMED IN TWO CONCERTS OVER THE LABOR DAY WEEKEND WITH THE CLEVELAND ORCHESTRA IN THE PIT, MARKING THE SECOND CONSECUTIVE YEAR OF THIS WORLD-CLASS ARTISTIC COLLABORATION. IN ADDITION TO MUSIC DIRECTOR FRANZ WELSER-MST, GUEST CONDUCTORS FEATURED DURING THE BLOSSOM MUSIC FESTIVAL INCLUDED ASSISTANT CONDUCTORS JAMES FEDDECK AND TITO MUOZ; FORMER CLEVELAND ORCHESTRA ASSISTANT CONDUCTOR ANDREW GRAMS, FORMER BLOSSOM FESTIVAL MUSIC DIRECTOR JAHJA LING; BAROQUE SPECIALIST NICHOLAS MCGEGAN; AND BLOSSOM FESTIVAL BAND DIRECTOR LORAS JOHN SCHISSEL. GUEST ARTISTS FEATURED DURING THE FESTIVAL INCLUDE PIANISTS ARNOLD COHEN AND STEPHEN HOUGH; AND VIOLINISTS GIL SHAHAM AND GIORA SCHMIDT. DESCRIPTION OF PROGRAM SERVICE ACTIVITY #3 FORM 990, PART III, LINE 4C TOURS AND RESIDENCIES - THE CLEVELAND ORCHESTRA'S LANDMARK MIAMI RESIDENCY CONTINUED IN ITS FIFTH SEASON AT THE ADRIENNE ARSHT CENTER FOR THE PERFORMING ARTS OF MIAMI-DADE COUNTY. THE ORCHESTRA'S ANNUAL 3-WEEK MIAMI RESIDENCY INCLUDED A SERIES OF SUBSCRIPTION CONCERTS AT THE ADRIENNE ARSHT CENTER AS WELL AS EDUCATION AND FAMILY CONCERTS, AND A BROAD SPECTRUM OF MUSIC EDUCATION AND OUTREACH ACTIVITIES IN THE MIAMI-DADE COMMUNITY. MUSIC DIRECTOR FRANZ WELSER-MST AND THE CLEVELAND ORCHESTRA EMBARKED ON THEIR NINTH INTERNATIONAL TOUR TOGETHER IN AUGUST OF 2010, WHICH INCLUDED THE ORCHESTRA'S NINTH APPEARANCE AT THE LUCERNE FESTIVAL IN SWITZERLAND. THE ORCHESTRA PERFORMED THREE PROGRAMS AT THE LUCERNE FESTIVAL AS WELL AS FIVE CONCERTS IN SCOTLAND, GERMANY, AND ITALY. IN THE FALL OF 2010, FRANZ WELSER-MST AND THE ORCHESTRA COMMENCED AN ASIAN TOUR WITH CONCERTS IN JAPAN AND SOUTH KOREA. THE EIGHT-CONCERT, FOUR-CITY TOUR BEGAN WITH A PERFORMANCE IN SAPPORO, JAPAN ON NOVEMBER 10 AND ENDED WITH A PROGRAM AT THE SEOUL ARTS CENTER IN SOUTH KOREA ON NOVEMBER 21. THE CENTERPIECE OF THE TOUR WAS A 4-CONCERT CLEVELAND ORCHESTRA RESIDENCY AT SUNTORY HALL IN TOKYO, DURING WHICH CONDUCTOR AND PIANIST MITSUKO UCHIDA, A LONG-TIME ARTISTIC PARTNER OF THE ORCHESTRA, JOINED THE ORCHESTRA. THE FALL TOUR MARKS THE ORCHESTRA'S FIRST RETURN TO ASIA SINCE 1998. IN JANUARY 2011, THE CLEVELAND ORCHESTRA PARTICIPATED IN AN INTENSIVE RESIDENCY AT INDIANA UNIVERSITY. THE IU JACOBS SCHOOL OF MUSIC AND IU AUDITORIUM PARTNERED TO PRESENT A CONCERT DURING IU AUDITORIUM'S SEASON OF EVENTS AND TO BRING ADDITIONAL LEARNING OPPORTUNITIES TO STUDENTS ON CAMPUS AND IN THE COMMUNITY. THE ORCHESTRA TOURED IN FEBRUARY TO HILL AUDITORIUM ON THE UNIVERSITY OF MICHIGAN CAMPUS ON FEBRUARY 1, AND TO SYMPHONY CENTER IN CHICAGO ON FEBRUARY 2. THE ORCHESTRA APPEARED IN TWO PROGRAMS AT CARNEGIE HALL IN NEW YORK, ON FEBRUARY 4 AND 5. AT THE END OF THE TOUR, THE ORCHESTRA PERFORMED AT THE NEW JERSEY PERFORMING ARTS CENTER IN NEWARK ON FEBRUARY 6.
DESCRIPTION OF OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D CLEVELAND ORCHESTRA EDUCATION CONCERTS HAVE BEEN INTRODUCING CHILDREN IN GRADES ONE THROUGH EIGHT TO LIVE SYMPHONIC MUSIC SINCE 1921. THESE CONCERTS ARE DESIGNED TO EXPLORE BASIC MUSIC CONCEPTS, INTRODUCE CHILDREN TO ORCHESTRAL INSTRUMENTS, DEMONSTRATE THAT MUSIC IS AN EXPRESSIVE LANGUAGE AND IMPROVE LISTENING SKILLS. DURING THE 2010-11 SEASON, THE CLEVELAND ORCHESTRA PERFORMED 11 EDUCATION CONCERTS OVER TWO SEPARATE WEEKS DEVOTED TO EDUCATION: OCTOBER 12-14, 2010; AND APRIL 12-15, 2011. THE CLEVELAND ORCHESTRA MAINTAINS COLLABORATIVE RELATIONSHIPS WITH A NUMBER OF LOCAL AND NATIONAL ARTISTS, NARRATORS, DANCERS, AND MUSICIANS. THEIR PARTICIPATION IN EDUCATION CONCERTS ENRICHES THE VISUAL COMPONENTS OF THE PROGRAM AND HELPS FOCUS LISTENING AND ENGAGE THE YOUNG AUDIENCES. DURING THE OCTOBER EDUCATION CONCERTS, THE ORCHESTRA PERFORMED A CONCERT TITLED "PORTRAITS IN SOUND" THAT FEATURED PIECES BY WAGNER, BIZET, GRIEG, SMETANA, DVORAK, WILLIAMS AND COPLAND. THESE PERFORMANCES WERE TARGETED TO GRADES 3-5. THE EDUCATION CONCERTS IN APRIL 2011 WERE TARGETED TO GRADES 4-8. THE PERFORMANCE, TITLED "INSIDE THE ORCHESTRA" AND CONDUCTED BY SASHA MAKILA WITH SPECIAL GUEST, MATT ZUCKER, CELLO, FEATURED WORKS BY HANDEL, HAYDN, BEETHOVEN, MOZART, TCHAIKOVSKY, LALO, FALLA AND DVORAK. FINALLY, THE ORCHESTRA PERFORMED "PETER AND THE WOLF" IN APRIL FOR AN AUDIENCE OF STUDENTS, GRADES 1-3. SASHA MAKILA WAS AGAIN THE CONDUCTOR, WITH SPECIAL GUESTS, MAGIC CIRCLE MIME COMPANY. TO SERVE THE GREATEST NUMBER OF STUDENTS DURING THE 2010-11 SEASON, THE ORCHESTRA UTILIZED A MIX OF PRINTED BROCHURES, ELECTRONIC COMMUNICATIONS, AND PERSONAL MARKETING STRATEGIES TO PROMOTE THE CONCERTS TO SCHOOLS THROUGHOUT THE REGION. SPECIAL EXHIBITS AT SCHOOLS AND COMMUNITY EVENTS, SUCH AS "PARADE THE CIRCLE," WILL ALLOW THE ORCHESTRA TO MARKET THE CONCERTS TO THE COMMUNITY AS WELL. THE CLEVELAND ORCHESTRA HOSTED SEVERAL FREE PUBLIC CONCERTS AND SPECIAL EVENTS. THE LARGEST WAS THE MARTIN LUTHER KING, JR. CELEBRATION CONCERT, WHICH HONORED THE LEGACY OF DR. KING WITH A FREE CONCERT AND THREE COMMUNITY SERVICE AWARDS PRESENTED TO AN ORGANIZATION, INDIVIDUAL AND YOUTH THAT EXEMPLIFY THE TEACHINGS AND SPIRIT OF THE CIVIL RIGHTS HERO. IN TOTAL, THE ORCHESTRA REACHED MORE THAN 100,000 PEOPLE THROUGH COMMUNITY PRESENTATIONS AND EDUCATION PROGRAMS.
DESCRIPTION OF RELATIONSHIPS FORM 990, PART VI, LINE 2 ALFRED M. RANKIN JR. AND CLARA T. RANKIN - FAMILY RELATIONSHIP ALFRED M. RANKIN JR. AND HELEN RANKIN BUTLER - FAMILY RELATIONSHIP CLARA T. RANKIN AND HELEN RANKIN BUTLER - FAMILY RELATIONSHIP
DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINE 6 MEMBERSHIP IN THE MUSICAL ARTS ASSOCIATION ("ASSOCIATION") CONSISTS OF TWO CLASSES: (1) VOTING MEMBERS AND (2) SUSTAINING MEMBERS. THE TERM "MEMBERS" SHALL REFER ONLY TO VOTING MEMBERS, UNLESS OTHERWISE SPECIFICALLY DESIGNATED. THE VOTING MEMBERS CONSIST OF INDIVIDUALS WHO FROM TIME TO TIME ARE SERVING AS THE TRUSTEES OF THE ASSOCIATION. SUSTAINING MEMBERS SERVE ANNUALLY FOR A TERM OF ONE YEAR ON THE BASIS OF HAVING PAID SUCH LEVEL OF ANNUAL FINANCIAL SUPPORT TO THE ASSOCIATION AS THE BOARD OF TRUSTEES MAY FROM TIME TO TIME PRESCRIBE. SUSTAINING MEMBERS SHALL BE ENTITLED TO NOTICE OF, AND TO ATTEND, THE ANNUAL MEETING.
DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, LINE 7A THE VOTING MEMBERS SHALL EXERCISE ALL THE RIGHTS AND PRIVILEGES AND SHALL HAVE ALL THE RESPONSIBILITIES OF MEMBERS UNDER OHIO NONPROFIT CORPORATION LAW. ONLY VOTING MEMBERS SHALL BE COUNTED AS MEMBERS FOR VOTING AND QUORUM PURPOSES. SUSTAINING MEMBERS SHALL NOT BE COUNTED AS MEMBERS FOR VOTING AND QUORUM PURPOSES. DESCRIPTION OF DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS FORM 990, PART VI, LINE 7B THE BOARD OF TRUSTEES SHALL HAVE GENERAL SUPERVISION AND CHARGE OF THE PROPERTY, AFFAIRS AND FINANCES OF THE ASSOCIATION. THE BOARD OF TRUSTEES MAY EXERCISE ALL SUCH POWERS AND DO ALL SUCH THINGS AS MAY BE EXERCISED OR DONE BY THE ASSOCIATION, SUBJECT TO THE PROVISIONS OF LAW, THE ARTICLES OF INCORPORATION AND THE CODE OF REGULATIONS. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE BOARD OF TRUSTEES SHALL HAVE THE FOLLOWING POWERS: (A) TO PURCHASE OR OTHERWISE ACQUIRE FOR THE ASSOCIATION ANY PROPERTY, RIGHTS, OR PRIVILEGES THAT THE ASSOCIATION IS AUTHORIZED TO ACQUIRE, AT SUCH PRICES, ON SUCH TERMS AND CONDITIONS, AND FOR SUCH CONSIDERATION AS IT SHALL SEE FIT. (B) TO APPOINT, REMOVE, OR SUSPEND, SUCH OFFICERS, AGENTS, AND EMPLOYEES AS IT SHALL SEE FIT, EITHER PERMANENTLY OR TEMPORARILY; TO TERMINATE THE DUTIES OF SUCH OFFICERS, AGENTS, AND EMPLOYEES; TO CHANGE THE SALARIES OR EMOLUMENTS OF SUCH OFFICERS, AGENTS, AND EMPLOYEES. (C) TO APPOINT ANY PERSON OR PERSONS TO ACCEPT OR HOLD IN TRUST FOR THE ASSOCIATION ANY PROPERTY BELONGING TO THE ASSOCIATION OR IN WHICH THE ASSOCIATION IS INTERESTED, OR FOR ANY OTHER PURPOSE, AND TO EXECUTE AND DO ALL SUCH DUTIES AND THINGS AS MAY BE REQUIRED IN RELATION TO ANY SUCH TRUST. (D) TO DETERMINE WHO SHALL BE AUTHORIZED TO SIGN, ON THE ASSOCIATION'S BEHALF, BILLS, NOTES, RECEIPTS, ACCEPTANCES, ENDORSEMENTS, CHECKS, LEASES, RELEASES, MORTGAGES, CONTRACTS, AND OTHER DOCUMENTS. (E) TO PRESENT OR CAUSE TO BE PRESENTED TO EACH ANNUAL MEETING AND TO ANY SPECIAL MEETING, WHEN REQUIRED BY ANY RESOLUTION THEREOF, A FULL AND CLEAR STATEMENT OF THE AFFAIRS AND CONDITIONS OF THE ASSOCIATION.
DESCRIBE PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, LINE 11B THE FORM 990 WAS REVIEWED BY THE MUSICAL ARTS ASSOCIATION'S AUDIT COMMITTEE WITH THE MUSICAL ARTS ASSOCIATION MANAGEMENT AND ERNST & YOUNG, LLP PRESENT. SUBSEQUENTLY, PRIOR TO FILING, THE FORM 990 WAS MADE AVAILABLE TO ALL MUSICAL ARTS ASSOCIATION TRUSTEES FOR REVIEW. THE AUDIT COMMITTEE WILL FORMALLLY REPORT AT THE NEXT REGUARLY SCHEDULED MEETING OF THE BOARD OF TRUSTEES.
DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, LINE 12C VOTING MEMBERS, TRUSTEES AND COMMITTEE MEMBERS (COLLECTIVELY "TRUSTEES"), OFFICERS, AND SENIOR MANAGEMENT OF THE MUSICAL ARTS ASSOCIATION (ASSOCIATION) ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. DOCUMENTED PROCEDURES ARE IN PLACE FOR HANDLING POTENTIAL CONFLICTS OF INTEREST (1) WHEN A TRANSACTION OR ARRANGEMENT IS CONSIDERED BY THE BOARD OR A COMMITTEE AND (2) WHEN A TRANSACTION OR ARRANGEMENT IS CONSIDERED BY AN OFFICER OR SENIOR MANAGER. ALSO, PROCEDURES ARE IN PLACE FOR IDENTIFICATION OF POTENTIAL CONFLICTS OF INTEREST IN CONNECTION WITH MUSICAL ARTS ASSOCIATION TRANSACTIONS OR ARRANGEMENTS THAT TRUSTEES, OFFICERS, OR SENIOR MANAGERS (I.E. PARTIES-IN-INTEREST) WHERE THE FOLLOWING RELATIONSHIPS EXIST: (1) PARTIES-IN-INTEREST ARE EMPLOYED BY OR HAVE A COMPENSATION RELATIONSHIP WITH THE PERSON OR ENTITY WITH WHICH THE ASSOCIATION HAS OR IS NEGOTIATING A TRANSACTION OR ARRANGEMENT; (2) PARTIES-IN-INTEREST SERVE IN THE CAPACITY OF DIRECTOR, TRUSTEE, OFFICER, MEMBER, MANAGER, COMMITTEE MEMBER, PARTNER, OR OTHER SIMILAR POSITION OF INFLUENCE WITH A FOR-PROFIT PERSON OR ENTITY WITH WHICH THE ASSOCIATION HAS OR IS NEGOTIATING A TRANSACTION OR ARRANGEMENT; (3) PARTIES-IN-INTEREST HAVE AN ACTUAL OR POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN A PERSON OR ENTITY WITH WHICH THE ASSOCIATION HAS OR IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. PARTIES-IN-INTEREST ARE REQUIRED TO SUBMIT TO THE ASSOCIATION AN ANNUAL STATEMENT ACKNOWLEDGING RECEIPT AND REVIEW OF THE CONFLICT OF INTEREST POLICY AND DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST. WHEN A TRUSTEE, OFFICER, OR SENIOR IS PARTICIPATING IN THE CONSIDERATION OF A TRANSACTION OR OTHER ARRANGEMENT OF THE ASSOCIATION BY THE BOARD OF TRUSTEES OR A BOARD COMMITTEE, AND A POTENTIAL CONFLICT OF INTEREST EXISTS, WITH RESPECT TO SUCH TRANSACTION OR OTHER ARRANGEMENT, THE TRUSTEE, OFFICER, OR SENIOR MANAGER: (1) SHALL DISCLOSE TO THE TRUSTEES OR COMMITTEE THEREOF CONSIDERING THE TRANSACTION OR OTHER ARRANGEMENT HIS OR HER POTENTIAL CONFLICT OF INTEREST; (2) SHALL PRESENT ANY RELEVANT INFORMATION OF THE TRUSTEES OR COMMITTEE THEREOF AND ANSWER ANY QUESTIONS POSED BY THEM; AND (3) SHALL EXCUSE HIMSELF OR HERSELF FROM THE MEETING FOR THE DISCUSSION AND VOTE BY THE DISINTERESTED TRUSTEES OR COMMITTEE MEMBERS ON THE TRANSACTION OR ARRANGEMENT AND ALL MATTERS RELATED THERETO. WHEN AN OFFICER OR A SENIOR MANAGER IS HANDLING A TRANSACTION OR OTHER ARRANGEMENT OF THE ASSOCIATION THAT WILL NOT BE PLACED BEFORE THE BOARD OR A BOARD COMMITTEE, AND THE OFFICER OR SENIOR MANAGER HAS A POTENTIAL CONFLICT OF INTEREST, THE OFFICER OR SENIOR MANAGER: (1) SHALL DISCLOSE THE POTENTIAL CONFLICT OF INTEREST TO THE ASSOCIATION'S EXECUTIVE DIRECTOR, IN THE CASE OF A SENIOR MANAGER, OR TO THE EXECUTIVE COMMITTEE, IN THE CASE OF AN OFFICER; (2) SHALL PRESENT ANY RELEVANT INFORMATION TO, AND ANSWER ANY QUESTIONS POSED BY, THE EXECUTIVE DIRECTOR OR THE EXECUTIVE COMMITTEE; (3) SHALL NOT AUTHORIZE OR APPROVE SUCH TRANSACTION OR OTHER ARRANGEMENT, AND THE AUTHORIZATION OR APPROVAL SHALL BE UNDERTAKEN BY THE EXECUTIVE DIRECTOR OR THE EXECUTIVE COMMITTEE. WHEN THE SENIOR MANAGER WITH THE POTENTIAL CONFLICT IS THE EXECUTIVE DIRECTOR, THE FOREGOING PROCEDURES SHALL BE FOLLOWED EXCEPT THAT THE ASSOCIATION'S PRESIDENT SHALL ASSUME THE OVERSIGHT, AUTHORIZATION, AND APPROVAL OF THE TRANSACTION OR ARRANGEMENT.
OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN FORM 990, PART VI, LINE 15A THE COMPENSATION SUBCOMMITTEE FUNCTIONS AS A SUBCOMMITTEE OF THE PERSONNEL COMMITTEE AND SHALL EVALUATE ANNUALLY AND RECOMMEND PERIODICALLY THE COMPENSATION OF THE ASSOCIATION'S EXECUTIVE DIRECTOR AND MUSIC DIRECTOR. RESPONSIBILITES INCLUDE EVALUATING THE EXECUTIVE DIRECTOR'S AND MUSIC DIRECTOR'S PERFORMANCE ANNUALLY, RECOMMEND THE ANNUAL GOALS AND OBJECTIVES FOR THE EXECUTIVE DIRECTOR, SET THE EXECUTIVE DIRECTOR'S AND MUSIC DIRECTOR'S COMPENSATION AND ANY BONUS, RELYING UPON APPROPRIATE DATA AS TO COMPARABILITY (INCLUDING COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS) PRIOR TO MAKING ITS COMPENSATION DETERMINATION. THE PROCESS WAS LAST UNDERTAKEN IN 2011. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN FORM 990, PART VI, LINE 15B THE COMPENSATION SUBCOMMITTEE REVIEWS THE OVERALL COMPENSATION PROGRAM FOR THE SENIOR MANAGEMENT OF THE ASSOCIATION ESTABLISHED AND RECOMMENDED BY THE EXECUTIVE DIRECTOR. COMPENSATION AND ANY BONUSES ARE SET RELYING UPON APPROPRIATE DATA BASED ON COMPARABILITY (INCLUDING COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS). THE PROCESS WAS LAST UNDERTAKEN IN 2011.
AVAIL OF GOVERNING DOCS, COI POLICY, & FINANCIAL STMTS TO GENERAL PUBLIC FORM 990, PART VI, LINE 19 THE ASSOCIATION'S AUDITED FINANCIAL STATEMENTS ARE MADE PUBLIC UPON REQUEST TO GRANT-MAKING INSTITUTIONS AS PART OF THE GRANT APPLICATION REQUEST PROCESS. ADDITIONALLY, SUMMARY FINANCIAL INFORMATION IS INCLUDED IN THE ANNUAL REPORT. THE MUSICAL ARTS ASSOCIATION'S ARTICLES OF INCORPORATION ARE ON FILE WITH THE SECRETARY OF STATE IN OHIO.
OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5 UNREALIZED GAINS ON INVESTMENTS $18,643,228 PENSION LIABILITY ADJUSTMENT $2,863,281 BOOK/TAX DIFFERENCE PARTNERSHIP INTEREST $(6,528) PRIOR PERIOD ADJUSTMENT $270,860 LINE 5 TOTAL $21,770,841
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
The Musical Arts Association
 
Employer identification number

34-0714468
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income



(e)
End-of-year assets


(f)
Direct controlling
entity



















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section



(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled organization
Yes No
(1) The Musical Arts Association of Miami

1444 Biscayne Blvd Suite 302

Miami,FL331321423
20-5196415
Provide Suppt FL 501(c)(3) 11a NA
 
 
 












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



(b)
Primary activity



(c)
Legal domicile
(state or
foreign
country)
(d)
Direct controlling
entity


(e)
Type of entity
(C corp, S corp,
or trust)

(f)
Share of total income



(g)
Share of
end-of-year
assets

(h)
Percentage
ownership














Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type(a-r)
(c)
Amount involved
(d)
Method of determining amount involved
(1) The Musical Arts Association of Miami Inc

c 2,191,127  
(1)
(2)

(3)

(4)

(5)

(6)

Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Are all
partners
section
501(c)(3)
organizations?
(e)
Share of
end-of-year
assets
(f)
Disproprtionate allocations?
(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065)
(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: