Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2019 , and ending 06-30-2020
BCheck if applicable:
CName of organization
THE MUSICAL ARTS ASSOCIATION
 
 
Doing business as
THE CLEVELAND ORCHESTRA
 
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 province, country, and ZIP or foreign postal code
CLEVELAND, OH44106
D Employer identification number

34-0714468
E Telephone number

G Gross receipts $ 125,719,256
F Name and address of principal officer:
ANDRE GREMILLET
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
subordinates?
H(b)
Are all subordinates
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 CLEVELAND ORCHESTRA INSPIRES AND ENRICHES LIVES BY CREATING EXTRAORDINARY MUSICAL EXPERIENCES 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 75
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 75
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 623
6 Total number of volunteers (estimate if necessary) ............. 6 1,715
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 8,182
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 7,182
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 29,746,151 26,383,086
9 Program service revenue (Part VIII, line 2g) ......... 18,968,906 14,212,090
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 8,343,363 13,776,053
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -277,251 -160,331
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 56,781,169 54,210,898
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) 34,661,197 33,792,275
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 208,269 193,495
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet3,120,845    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 23,118,949 18,264,294
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 57,988,415 52,250,064
19 Revenue less expenses. Subtract line 18 from line 12....... -1,207,246 1,960,834
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 291,916,435 284,635,926
21 Total liabilities (Part X, line 26)............. 80,425,921 88,931,842
22 Net assets or fund balances. Subtract line 21 from line 20..... 211,490,514 195,704,084
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 Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE CLEVELAND ORCHESTRA INSPIRES AND ENRICHES LIVES BY CREATING EXTRAORDINARY MUSICAL EXPERIENCES AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE.
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 23,629,267 including grants of $   ) (Revenue $ 7,201,632 )
SEVERANCE HALL AND NORTHEAST OHIO UNDER THE LEADERSHIP OF MUSIC DIRECTOR FRANZ WELSER-MOST SINCE 2002, THE CLEVELAND ORCHESTRA HAS EXTENDED ITS ARTISTRY AND MUSICAL ABILITIES AND REMAINS ONE OF THE MOST SOUGHT-AFTER PERFORMING ENSEMBLES IN THE WORLD YEAR AFTER YEAR SETTING STANDARDS OF EXTRAORDINARY MUSIC EXCELLENCE, CREATIVE PROGRAMMING, AND COMMUNITY ENGAGEMENT. THE NEW YORK TIMES DECLARED THE ENSEMBLE "AMERICA'S FINEST, STILL" IN OCTOBER 2020 FOR THE GROUP'S VIRTUOSITY, ELEGANT SOUND, VARIETY OF COLOR, AND CHAMBER-LIKE MUSICAL COHESION. IN SEPTEMBER 2019, THE ORCHESTRA ANNOUNCED THAT WELSER-MOST'S CONTRACT WOULD BE EXTENDED FOR FIVE YEARS TO 2027. THE CLEVELAND ORCHESTRA HAS A LONG AND STORIED RECORDING HISTORY, AND AN ENVIABLE CATALOG OF ALBUMS RELEASED ACROSS THE PAST CENTURY. THIS SEASON MARKED A NEW MILESTONE WITH THE LAUNCH OF THE ENSEMBLE'S OWN RECORDING LABEL AND TWO POWERFUL RELEASES. IN JUNE 2020 CAME THE CLEVELAND ORCHESTRA: A NEW CENTURY, THE LABEL'S INAUGURAL OFFERING, FEATURING SIX MUSICAL WORKS AVAILABLE ON COMPACT DISC OR THROUGH MAJOR STREAMING AND DIGITAL DOWNLOAD SERVICES. THE ORCHESTRA'S SECOND ALBUM OF THE YEAR PAIRS SCHUBERT'S CLASSICAL "GREAT" C-MAJOR SYMPHONY AND KRENEK'S MODERNISTIC STATIC AND ECSTATIC. RELEASED IN OCTOBER 2020, BOTH PIECES WERE RECORDED DURING THE CLEVELAND ORCHESTRA'S FINAL TWO WEEKS OF PERFORMANCES IN MARCH 2020, JUST AS THE CORONAVIRUS SHUT DOWN CONCERT HALLS AROUND THE WORLD. IN ADDITION TO BEING PRODUCED AS TRADITIONAL BOX SETS WITH COMPANION BOOKS, BOTH RELEASES ARE ALSO AVAILABLE AS DOWNLOADS OR FOR ONLINE STREAMING.THE CLEVELAND ORCHESTRA LAUNCHED TWO NEW DIGITAL MEDIA PRODUCTS IN OCTOBER 2020: THE VIDEO STREAMING SITE AND APP ADELLA, NAMED FOR THE ENSEMBLE'S PIONEERING FOUNDER ADELLA PRENTISS HUGHES, AND A DIGITAL CONCERT SERIES TITLED THE CLEVELAND ORCHESTRA: IN FOCUS. THE SERIES PREMIERE EPISODE, WITH MUSIC BY TCHAIKOVSKY, RESPIGHI, AND GEORGE WALKER, MARKED THE ORCHESTRA'S FIRST PERFORMANCE SINCE COVID-19 CAUSED CONCERT CANCELLATIONS IN MARCH 2020. THE ORCHESTRA ALSO PRESENTED TWO SEASONS OF ITS NEW PODCAST, ON A PERSONAL NOTE, AND A SERIES OF ARCHIVAL CONCERTS FOR STREAMING, CALLED TCO CLASSICS.
4b (Code:   ) (Expenses $ 9,372,727 including grants of $   ) (Revenue $ 3,154,966 )
BLOSSOM MUSIC CENTERTHE 53RD BLOSSOM MUSIC FESTIVAL SEASON OF CONCERTS AT BLOSSOM MUSIC CENTER, SCHEDULED TO BEGIN WITH A SALUTE TO AMERICA ON JULY 3, 2020, WAS ALSO CANCELED BECAUSE OF THE ONGOING PANDEMIC. IN RESPONSE, THE ORCHESTRA LAUNCHED THE BLOSSOM PRESERVATION CHALLENGE TO SUSTAIN A BELOVED NORTHEAST OHIO SUMMERTIME TRADITION AND THE BLOSSOM COMMUNITY STEPPED UP TO SUPPORT THE ENSEMBLE'S SUMMER HOME. ACROSS THE PREVIOUS SUMMER, A FESTIVAL SEASON OF 20 CONCERTS WAS PRESENTED OVER 10 WEEKENDS BETWEEN THE FOURTH-OF-JULY AND MEMORIAL DAY HOLIDAYS, PLUS ONE ADDITIONAL SPECIAL EVENT RADIO TAPING FOR "WAIT, WAIT, DON'T TELL ME." OVERALL, THE 2019 FESTIVAL WELCOMED MORE THAN 123,500 MUSIC-LOVERS TO THE ORCHESTRA'S FESTIVAL CONCERTS, WITH ATTENDANCE LOWER THAN RECENT SEASONS DUE TO A RAINY SUMMER. NEVERTHELESS, ATTENDANCE REPRESENTED AN AVERAGE OF 6,200 PER CONCERT, THE SIXTH-HIGHEST AVERAGE IN THE FESTIVAL'S HISTORY. AN ADDITIONAL 299,000 ATTENDED TWO-DOZEN NON-ORCHESTRAL CONCERTS PRESENTED AT BLOSSOM MUSIC CENTER BY LIVE NATION ENTERTAINMENT.
4c (Code:   ) (Expenses $ 5,695,078 including grants of $   ) (Revenue $ 935,878 )
TOURING AND RESIDENCIESEACH YEAR, THE ORCHESTRA ALLOCATES SEVERAL WEEKS OF ITS PERFORMANCE SCHEDULE TO RESIDENCIES AND TOURING ACTIVITIES BEYOND NORTHEAST OHIO, NATIONALLY AND INTERNATIONALLY. THESE ARE DESIGNED TO ENHANCE BOTH THE ARTISTIC AND FINANCIAL STRENGTH OF THE ORGANIZATION AND EXTEND THE ORCHESTRA'S WORLDWIDE REPUTATION. IN JANUARY 2020, THE ORCHESTRA MADE ITS ANNUAL RETURN TO MIAMI FOR THE 14TH YEAR OF ITS PARTNERSHIP WITH THE ADRIENNE ARSHT CENTER FOR THE PERFORMING ARTS OF MIAMI-DADE COUNTY. THOUSANDS OF SOUTH FLORIDIANS GATHERED AT THE ARSHT CENTER FOR EVENING PERFORMANCES AS WELL AS FREE EDUCATION CONCERTS. ORCHESTRA MUSICIANS ALSO WENT INTO MIAMI-DADE COUNTY TO SHARE MUSIC AND EDUCATION RESOURCES WITH THE COMMUNITY. IN ADDITION TO THE ORCHESTRA'S TWO-WEEK RESIDENCY IN MIAMI AND A PRESENTATION IN NAPLES (JANUARY 2020), THE ENSEMBLE PERFORMED A PAIR OF CONCERTS AT NEW YORK'S FAMED CARNEGIE HALL (OCTOBER 2019): THE ORCHESTRA AND WELSER-MOST WERE FEATURED AT THE CONCERT HALL'S OPENING-NIGHT GALA THE THIRD TIME THE ENSEMBLE WAS INVITED TO OPEN CARNEGIE HALL'S SEASON.THE ORCHESTRA'S TWENTIETH INTERNATIONAL TOUR UNDER WELSER-MOST, SCHEDULED FOR MARCH AND APRIL 2020, FEATURING SEVEN PERFORMANCES IN THREE CITIES ACROSS EUROPE AND FOUR CONCERTS IN THE UNITED ARAB EMIRATES AS THE FIRST U.S. ORCHESTRA TO PERFORM AT THE ABU DHABI FESTIVAL, WAS CANCELED DUE TO THE WORLDWIDE COVID-19 PANDEMIC.
(Code:   ) (Expenses $ 3,706,347 including grants of $   ) (Revenue $ 2,919,614 )
EDUCATION AND COMMUNITY ENGAGEMENTTHE CLEVELAND ORCHESTRA CONTINUED SERVING NORTHEAST OHIO OVER THE COURSE OF THE 2019-20 SEASON, AND EXPLORED NEW METHODS OF ENGAGEMENT DURING THE SECOND HALF OF THE SEASON DUE TO THE PANDEMIC. ONGOING PROGRAMS SUCH AS FAMILY CONCERTS, EDUCATION CONCERTS, AND MUSIC EXPLORERS CONTINUED, AS WELL AS PROGRAMS THAT TAKE PLACE IN THE CLEVELAND METROPOLITAN SCHOOL DISTRICT, THE MUSICAL NEIGHBORHOODS PROGRAM, AND THE CRESCENDO AND MUSIC MENTORS PROGRAMS IN CLEVELAND'S SLAVIC VILLAGE AND HOUGH NEIGHBORHOODS. IN OCTOBER 2019, A TRANSFORMATIONAL GIFT FROM MRS. JANE B. NORD INSURED FREE ADMISSION TO CLEVELAND ORCHESTRA EDUCATION CONCERTS FOR ALL STUDENTS THROUGHOUT NORTHEAST OHIO - FOREVER. DURING A NORMAL SEASON, NEARLY 20,000 STUDENTS ATTEND EDUCATION CONCERTS IN SEVERANCE HALL.WHEN THE PANDEMIC BEGAN IN MARCH 2020, THE ORCHESTRA'S COMMITMENT TO ENGAGING AND SERVING ITS COMMUNITY BECAME MORE IMPORTANT THAN EVER. THE MINDFUL MUSIC MOMENTS EDUCATION PROGRAM, WHICH COMBINES CLASSICAL MUSIC FROM THE CLEVELAND ORCHESTRA WITH MINDFULNESS PROMPTS AND EXERCISES USUALLY PROVIDED BY SCHOOLS, WAS REPURPOSED INTO POSTS AVAILABLE ACROSS SOCIAL MEDIA TO HELP EASE STRESS AND ANXIETY. SIMILARLY, IN-SCHOOL PROGRAMS WERE RECREATED IN ZOOM FORMAT AND A WIDE RANGE OF FREE ONLINE EDUCATION RESOURCES WERE OFFERED TO CHILDREN, STUDENTS, AND ADULTS. ACROSS A TYPICAL SEASON, THE ORCHESTRA'S EDUCATION AND COMMUNITY INITIATIVES REACH MORE THAN 100,000 PEOPLE. HOWEVER, BECAUSE OF THE PANDEMIC-RELATED MIGRATION OF PROGRAMS TO SOCIAL MEDIA AND ONLINE, ACCESS AND PARTICIPATION INCREASED DRAMATICALLY.
4d Other program services (Describe in Schedule O.)
(Expenses $ 3,706,347 including grants of $   ) (Revenue $ 2,919,614 )
4e Total program service expensesMediumBullet42,403,419
Form 990 (2019)
Form 990 (2019)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick 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 IIIClick to see attachment..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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 IClick 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 IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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 IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
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, line 10? 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 VIIClick 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 VIIIClick 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 IXClick 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 XClick 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 XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick 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 and XII 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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....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 other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...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 I(see instructions) ....Click 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
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals 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, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
Yes
 
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click 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
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............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, 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 ...
35b
 
 
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.............
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 VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
193
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
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
623
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” to line 3b, 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, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletAU
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
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 or note to any line 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
75
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
75
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
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 , FL
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJAMES E MENGER11001 EUCLID AVENUE   CLEVELAND,OH44106 (216) 231-7300
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ANDRE GREMILLET......................................................................
PRESIDENT & CEO
 60.00
.................
  		    X       626,126 0 125,572
(2) MICHAEL SACHS......................................................................
MUSICIAN
 40.00
.................
  		        X   294,685 0 42,387
(3) DONALD MILLER......................................................................
MUSICIAN
 40.00
.................
  		        X   294,393 0 42,180
(4) PETER OTTO......................................................................
MUSICIAN
 40.00
.................
  		        X   295,151 0 19,508
(5) JOSHUA SMITH......................................................................
MUSICIAN
 40.00
.................
  		        X   280,327 0 23,796
(6) FRANK ROSENWEIN......................................................................
MUSICIAN
 40.00
.................
  		        X   263,150 0 36,474
(7) JAMES E MENGER......................................................................
ASST. TREASURER, CFO
 50.00
.................
  		    X       254,987 0 43,072
(8) KATHERINE SMITH......................................................................
ASST. SECRETARY & EXECUTIVE ASST.
 40.00
.................
  		    X       36,939 0 5,817
(9) RICHARD K SMUCKER......................................................................
CHAIRMAN & RESIDENT TRUSTEE
 13.00
.................
  		X   X       0 0 0
(10) DENNIS W LABARRE......................................................................
IMMEDIATE PAST CHAIR & RESIDENT TRUSTEE
 3.00
.................
  		X   X       0 0 0
(11) RICHARD J BOGOMOLNY......................................................................
RESIDENT TRUSTEE
 3.00
.................
  		X   X       0 0 0
(12) NORMA LERNER......................................................................
HONORARY CHAIR & RESIDENT TRUSTEE
 3.00
.................
  		X   X       0 0 0
(13) HEWITT B SHAW......................................................................
SECRETARY & RESIDENT TRUSTEE
 3.00
.................
  		X   X       0 0 0
(14) BETH E MOONEY......................................................................
TREASURER & RESIDENT TRUSTEE
 3.00
.................
  		X   X       0 0 0
(15) ROBIN BLOSSOM......................................................................
RESIDENT TRUSTEE
 1.00
.................
  		X           0 0 0
(16) YUVAL BRISKER......................................................................
RESIDENT TRUSTEE
 1.00
.................
  		X           0 0 0
(17) JEANETTE GRASSELLI BROWN......................................................................
RESIDENT TRUSTEE
 1.00
.................
  		X           0 0 0
Form 990 (2019)
Form 990 (2019)
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 (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) HELEN RANKIN BUTLER........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(19) IRAD CARMI........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(20) PAUL G CLARK........................................................................
RESIDENT TRUSTEE (THRU 12/20)
 1.00
.......................   		X           0 0 0
(21) ROBERT D CONRAD........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(22) MARGOT J COPELAND........................................................................
RESIDENT TRUSTEE (AS OF 1/20)
 1.00
.......................   		X           0 0 0
(23) MATTHEW V CRAWFORD........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(24) ALEXANDER M CUTLER........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(25) DR HIROYUKI FUJITA........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(26) ROBERT GLICK........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(27) ROBERT K GUDBRANSON........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(28) IRIS HARVIE........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(29) DEE HASLAM........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(30) STEPHEN H HOFFMAN........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(31) DAVID J HOOKER........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(32) MARGUERITE B HUMPHREY........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(33) MICHELLE SHAN JESCHELNIG........................................................................
RESIDENT TRUSTEE (AS OF 11/19)
 1.00
.......................   		X           0 0 0
(34) ELIZABETH B JULIANO........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(35) JEAN C KALBERER........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(36) NANCY F KEITHLEY........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(37) CHRISTOPHER M KELLY........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(38) DOUGLAS A KERN........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(39) JOHN D KOCH JR........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(40) RICHARD KRAMER........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(41) VIRGINIA M LINDSETH........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(42) MILTON S MALTZ........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(43) NANCY W MCCANN........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(44) STEVEN J MCHALE........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(45) THOMAS F MCKEE........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(46) LORETTA J MESTER........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(47) DR TOMISLAV MIHALJEVIC........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(48) KATHERINE T O'NEILL........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(49) LARRY POLLOCK........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(50) ALFRED M RANKIN JR........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(51) CLARA T RANKIN........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(52) AUDREY GILBERT RATNER........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(53) CHARLES A RATNER........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(54) ZOYA REYZIS........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(55) BARBARA S ROBINSON........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(56) STEVEN M ROSS........................................................................
RESIDENT TRUSTEE (THRU 12/20)
 1.00
.......................   		X           0 0 0
(57) LUCI SCHEY........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(58) JAMES C SPIRA........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(59) R THOMAS STANTON........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(60) RICHARD STOVSKY........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(61) DR RUSSELL A TRUSSO........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(62) DANIEL P WALSH........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(63) THOMAS A WALTERMIRE........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(64) GERALDINE B WARNER........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(65) JOHN WARNER........................................................................
RESIDENT TRUSTEE (AS OF 11/19)
 1.00
.......................   		X           0 0 0
(66) JEFFREY J WEAVER........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(67) MEREDITH SMITH WEIL........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(68) JEFFREY M WEISS........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(69) PAUL E WESTLAKE JR........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(70) DAVID A WOLFORT........................................................................
RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(71) ANTHONY WYNSHAW-BORIS........................................................................
RESIDENT TRUSTEE (AS OF 11/19)
 1.00
.......................   		X           0 0 0
(72) VIRGINIA NORD BARBATO........................................................................
NON-RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(73) WOLFGANG C BERNDT........................................................................
NON-RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(74) MARY JO EATON........................................................................
NON-RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(75) RICHARD C GRIDLEY........................................................................
NON-RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(76) MICHAEL J HORVITZ........................................................................
NON-RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(77) HERBERT KLOIBER........................................................................
NON-RESIDENT TRUSTEE
 1.00
.......................   		X           0 0 0
(78) BENJAMIN PYNE........................................................................
NON-RESIDENT TRUSTEE (AS OF 11/19)
 1.00
.......................   		X           0 0 0
(79) PAUL A ROSE........................................................................
NON-RESIDENT TRUSTEE (THRU 12/20)
 1.00
.......................   		X           0 0 0
(80) CAROLYN DESSIN........................................................................
TRUSTEE EX-OFFICIO (THRU 11/19)
 1.00
.......................   		X           0 0 0
(81) TODD DIACON........................................................................
TRUSTEE EX-OFFICIO (AS OF 11/19)
 1.00
.......................   		X           0 0 0
(82) LISA FEDOROVICH........................................................................
TRUSTEE EX-OFFICIO (AS OF 11/19)
 1.00
.......................   		X           0 0 0
(83) BARBARA R SNYDER........................................................................
TRUSTEE EX-OFFICIO (THRU 10/20)
 1.00
.......................   		X           0 0 0
(84) PATRICIA K SOMMER........................................................................
TRUSTEE EX-OFFICIO
 1.00
.......................   		X           0 0 0
(85) BEVERLY J WARREN........................................................................
TRUSTEE EX-OFFICIO (THRU 11/19)
 1.00
.......................   		X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 2,345,758 0 338,806
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet119
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
FRANZ WELSER-MOST,
11001 EUCLID AVENUE
CLEVELAND,OH44106 		MUSIC DIRECTOR 1,556,309
AGILITY LOGISTICS

185 COURTNEYPARK DRIVE EAST
MISSISSAUGA,ONTARIOL5T 2T6
CA 		TOUR LOGISTICS 460,340
ARTSMARKETING SERVICES

260 E KING STREET
TORONTO,ONTARIOM5A 4L5
CA 		MARKETING & FUNDRAISING SERVICES 333,460
OPUS 3 ARTISTS

470 PARK AVENUE SOUTH
NEW YORK,NY10016 		ARTIST PERFORMANCES 237,250
DEBEVOISE & PLIMPTON LLP

919 THIRD AVE 28TH FLOOR
NEW YORK,NY10022 		LEGAL SERVICES 203,603
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet21
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 1,103,027
d Related organizations1d  
e Government grants (contributions)1e 2,400,282
f All other contributions, gifts, grants, and similar amounts not included above1f 22,879,777
g Noncash contributions included in lines 1a - 1f:$ 1g 1,394,245
h Total. Add lines 1a-1f.......MediumBullet 26,383,086
Program Service RevenueAmt Business Code
2a CONCERT REVENUE 711130 13,685,678 13,685,678    
b HALL INCOME 711130 264,137 233,923   30,214
c BROADCASTING/RECORDING 711130 262,275 262,275    
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 14,212,090
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 4,896,356     4,896,356
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   79,957,055 7a
b Less: cost or other basis and sales expenses   71,077,358 7b
c Gain or (loss)   8,879,697 7c
d Net gain or (loss).........MediumBullet 8,879,697     8,879,697
8a Gross income from fundraising events (not including $ 1,103,027of contributions reported on line 1c). See Part IV, line 18 ....
8a 97,075
b Less: direct expenses ... 8b 344,397
c Net income or (loss) from fundraising events..MediumBullet -247,322   -247,322
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a 165,412
b Less: cost of goods sold .. 10b 86,603
c Net income or (loss) from sales of inventory..MediumBullet 78,809     78,809
Business Code Miscellaneous Revenue
11a PARTNERSHIPS 721000 8,182   8,182  
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 8,182
12 Total revenue. See instructions.....MediumBullet 54,210,898 14,181,876 8,182 13,637,754
Form 990 (2019)
Form 990 (2019)
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).Check if Schedule O contains a response or note to any line in this Part IX..............
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 domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 1,026,704   1,026,704  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 25,974,526 23,079,952 1,379,747 1,514,827
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,496,384 2,126,595 353,568 16,221
9 Other employee benefits ....... 2,596,226 2,028,023 328,296 239,907
10 Payroll taxes ........... 1,698,435 1,445,211 145,436 107,788
11 Fees for services (non-employees):        
a Management ...... 872,356 699,754 51,342 121,260
b Legal ......... 489,125 356,155 132,970  
c Accounting ........... 79,675   79,675  
d Lobbying ........... 105,000   105,000  
e Professional fundraising services. See Part IV, line 17 193,495 193,495
f Investment management fees ...... 756,075   756,075  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 3,207,284 3,207,284    
12 Advertising and promotion .... 1,760,764 1,760,764    
13 Office expenses ....... 561,449 244,550 135,349 181,550
14 Information technology ...... 283,831 93,858 189,973  
15 Royalties .. 130,647 130,647    
16 Occupancy ........... 1,087,985 1,060,194 8,051 19,740
17 Travel ............ 1,182,620 1,080,944 28,974 72,702
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 84,597 43,498 3,908 37,191
20 Interest ........... 1,357,109   1,357,109  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 2,250,699 1,800,559 225,070 225,070
23 Insurance ... 97,413 9,571 87,842  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DIRECT CONCERT EXPENSES 2,754,339 2,685,576 63,343 5,420
b OTHER ADMIN. EXPENSES 1,154,753 501,711 267,368 385,674
c MEDIA EXPENSES 48,573 48,573    
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 52,250,064 42,403,419 6,725,800 3,120,845
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 111,821 1 91,398
2 Savings and temporary cash investments ......... 12,988,441 2 12,127,659
3 Pledges and grants receivable, net ...... 28,766,406 3 18,845,401
4 Accounts receivable, net ............. 2,914,032 4 940,283
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
74,375 5 56,875
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 549,179 7 261,198
8 Inventories for sale or use ............ 238,078 8 278,446
9 Prepaid expenses and deferred charges ...... 4,145,428 9 3,688,785
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 87,921,647
b Less: accumulated depreciation 10b 45,536,883 41,711,598 10c 42,384,764
11 Investments—publicly traded securities . 159,978,683 11 165,149,298
12 Investments—other securities. See Part IV, line 11 ..... 40,438,394 12 40,811,819
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 33)... 291,916,435 16 284,635,926
Liabilities 17 Accounts payable and accrued expenses ..... 37,038,382 17 48,265,646
18 Grants payable ...   18  
19 Deferred revenue ......... 7,932,730 19 5,485,008
20 Tax-exempt bond liabilities ......... 35,454,809 20 35,181,188
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  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 (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D   25  
26 Total liabilities. Add lines 17 through 25.. 80,425,921 26 88,931,842
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 9,375,727 27 -5,090,273
28 Net assets with donor restrictions ........... 202,114,787 28 200,794,357
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 211,490,514 32 195,704,084
33 Total liabilities and net assets/fund balances ........ 291,916,435 33 284,635,926
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
54,210,898
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
52,250,064
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,960,834
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
211,490,514
5
Net unrealized gains (losses) on investments ...............
5
-9,158,619
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-8,588,645
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
195,704,084
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2019)
Form 990 (2019)
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 26,996,186 31,657,137 32,806,554 29,746,151 26,383,086 147,589,114
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 26,996,186 31,657,137 32,806,554 29,746,151 26,383,086 147,589,114
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).. 18,407,615
6 Public support. Subtract line 5 from line 4. 129,181,499
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 26,996,186 31,657,137 32,806,554 29,746,151 26,383,086 147,589,114
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 8,115,622 4,080,317 5,303,548 6,573,549 4,896,356 28,969,392
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 6,898 5,323 2,691 1,375 8,182 24,469
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 176,582,975
12
12
89,233,764
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
73.160 %
15
15
71.880 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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 VI.) ..            
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2019


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.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
THE MUSICAL ARTS ASSOCIATION
  		Employer identification number
34-0714468
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
THE MUSICAL ARTS ASSOCIATION
  		Employer identification number

34-0714468
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
THE MUSICAL ARTS ASSOCIATION
  		Employer identification number

34-0714468
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2019)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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 in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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 function 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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
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)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(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
 
4,669
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
105,000
j
Total. Add lines 1c through 1i ....................................................................................................
109,769
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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible 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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: 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, LEGISLATIVE OR LEGAL COUNSEL OCCURRED VIA TELEPHONE OR AN OCCASIONAL MEETING.
Schedule C (Form 990 or 990EZ) 2019


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," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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 can 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" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 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 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on 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 .... 210,462,937 209,256,656 200,650,000 179,557,000 184,733,000
b Contributions ... 5,069,822 8,271,621 832,656 5,647,000 5,494,000
c Net investment earnings, gains, and losses 3,757,872 9,632,589 16,418,000 23,760,000 -2,569,000
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		9,621,275 16,697,929 8,644,000 8,314,000 8,101,000
f Administrative expenses ....          
g End of year balance ...... 209,669,356 210,462,937 209,256,656 200,650,000 179,557,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet21.000 %
b
Permanent endowment SchDMd Bullet75.000 %
c
Term endowment SchDMd Bullet4.000 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
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" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   12,151,846 12,151,846
b Buildings ....   65,776,685 39,427,017 26,349,668
c Leasehold improvements        
d Equipment ....   9,993,116 6,109,866 3,883,250
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 42,384,764
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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		 18,611,484 F

(B) HEDGED EQUITY FUND		 17,761,415 F

(C) CHARITABLE PERPETUAL TRUSTS		 4,438,920 F
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 40,811,819
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 44,842,411
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -9,158,619
b Donated services and use of facilities ......... 2b 115,888
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 431,000
e Add lines 2a through 2d ..................... 2e -8,611,731
3 Subtract line 2e from line 1.................. 3 53,454,142
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 748,575
b Other (Describe in Part XIII.) ........... 4b 8,182
c Add lines 4a and 4b.................... 4c 756,757
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 54,210,899
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 60,628,840
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 115,888
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 431,000
e Add lines 2a through 2d.................... 2e 546,888
3 Subtract line 2e from line 1................... 3 60,081,952
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 748,575
b Other (Describe in Part XIII.) ............ 4b -8,580,463
c Add lines 4a and 4b..................... 4c -7,831,888
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 52,250,064
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
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 ENDOWMENTS ARE SUBJECT TO DONOR-IMPOSED RESTRICTIONS THAT WILL BE MET BY ACTIONS OF THE MUSICAL ARTS ASSOCIATION AND/OR PASSAGE OF TIME. PERMANENT ENDOWMENTS ARE 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.
PART X, LINE 2: THE ASSOCIATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION IS A PUBLIC CHARITY BY REASON OF BEING DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(B)(I)(A)(VI). THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES EXCEPT TO THE EXTENT OF INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. UNRELATED BUSINESS INCOME IS NOT MATERIAL TO THE FINANCIAL STATEMENTS. THE ASSOCIATION COMPLETED AN ANALYSIS OF ITS TAX POSITIONS, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS AT JUNE 30, 2020 AND 2019.
PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUE 86,603. FUNDRAISING EXPENSES NETTED AGAINST REVENUE 344,397.
PART XI, LINE 4B - OTHER ADJUSTMENTS: PARTNERSHIP INCOME 8,182.
PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUE 86,603. FUNDRAISING EXPENSES NETTED AGAINST REVENUE 344,397.
PART XII, LINE 4B - OTHER ADJUSTMENTS: PENSION PLAN LIABILITY ADJUSTMENT -8,580,463.
Schedule D (Form 990) 2019


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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other 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 its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   29,891,522
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES UNRECOVERABLE COSTS FOR CANCELLED TOUR 102,481
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES UNRECOVERABLE COSTS FOR CANCELLED TOUR 26,881
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING    
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 30,020,884
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 30,020,884
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated 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 noncash
assistance 		(h) Description
of noncash
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) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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 separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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, Information 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART I, LINE 3: FOREIGN TOURING EXPENSES ARE RECORDED ON THE ACCRUAL BASIS OF ACCOUNTING IN THE MUSICAL ARTS ASSOCIATION'S FINANCIAL BOOKS.
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
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" on 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 arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
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 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(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
260 E KING ST
 
TORONTO, ONTARIO
CAM5A 4L5 		TELEFUNDING   No 461,219 193,495 267,724
ANNE REISS
110 WASHINGTON AVE 2512
 
MIAMI BEACH, FL33139 		CONSULTING   No 0 51,580 -51,580
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 461,219 245,075 216,144
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
FL, OH
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

SEV HALL GALA
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
1,200,102
 
 
1,200,102

2
Less: Contributions . . . .
1,103,027
 
 
1,103,027
3 Gross income (line 1 minus
line 2) . . . . . .
97,075
 
 
97,075



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 61,060     61,060
7 Food and beverages . . . 130,464     130,464
8 Entertainment . . . . 35,767     35,767
9 Other direct expenses . . . 117,106     117,106
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 344,397
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -247,322
Part III
Gaming. Complete if the organization answered "Yes" on 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
Noncash 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. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct 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:
 
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct 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? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter 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 of the third party:
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
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
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 ($193,495) BASED UPON THE AGREED UPON REVENUE RATE.
TOTAL FUNDRAISING EXPENSES FOR THE YEAR ENDING JUNE 30, 2020, THE MUSICAL ARTS ASSOCIATION INCURRED TOTAL FUNDRAISING EXPENSES OF $3,120,845 (REPORTED ON FORM 990, PART IX, LINE 25, COLUMN (D)), WHICH REPRESENTED 11.2% OF CONTRIBUTIONS AND GRANTS REVENUE OF $27,777,328 (REPORTED ON PART VIII, LINE 1H).
Schedule G (Form 990 or 990-EZ) 2019
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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 on 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 on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on 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
Yes
 
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1ANDRE GREMILLET
PRESIDENT & CEO 		(i)

(ii)		 507,182
-------------
0 		0
-------------
0 		118,944
-------------
0 		88,933
-------------
0 		36,639
-------------
0 		751,698
-------------
0 		81,342
-------------
0
2MICHAEL SACHS
MUSICIAN 		(i)

(ii)		 293,744
-------------
0 		0
-------------
0 		941
-------------
0 		17,516
-------------
0 		24,871
-------------
0 		337,072
-------------
0 		0
-------------
0
3DONALD MILLER
MUSICIAN 		(i)

(ii)		 292,444
-------------
0 		0
-------------
0 		1,949
-------------
0 		25,320
-------------
0 		16,860
-------------
0 		336,573
-------------
0 		0
-------------
0
4PETER OTTO
MUSICIAN 		(i)

(ii)		 294,606
-------------
0 		0
-------------
0 		545
-------------
0 		11,362
-------------
0 		8,146
-------------
0 		314,659
-------------
0 		0
-------------
0
5JOSHUA SMITH
MUSICIAN 		(i)

(ii)		 279,626
-------------
0 		0
-------------
0 		701
-------------
0 		13,456
-------------
0 		10,340
-------------
0 		304,123
-------------
0 		0
-------------
0
6FRANK ROSENWEIN
MUSICIAN 		(i)

(ii)		 262,605
-------------
0 		0
-------------
0 		545
-------------
0 		11,281
-------------
0 		25,193
-------------
0 		299,624
-------------
0 		0
-------------
0
7JAMES E MENGER
ASST. TREASURER, CFO 		(i)

(ii)		 236,708
-------------
0 		0
-------------
0 		18,279
-------------
0 		11,386
-------------
0 		31,686
-------------
0 		298,059
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
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. CHARTER TRAVEL IS NOT INCLUDED IN TAXABLE COMPENSATION BECAUSE COMMERCIAL FLIGHTS ARE NOT ALWAYS AVAILABLE FOR DOMESTIC AND INTERNATIONAL TRAVEL. TRAVEL FOR COMPANIONS: THE PRESIDENT & CEO'S SPOUSE OCCASIONALLY TRAVELS WITH HIM ATTENDING CONCERTS AND OTHER TOUR SPECIFIC FUNCTIONS AT THE EXPENSE OF THE MUSICAL ARTS ASSOCIATION. COMPANION TRAVEL IS FOR BUSINESS PURPOSES AND THEREFORE NOT INCLUDED IN TAXABLE COMPENSATION OF THE PRESIDENT & CEO PER IRS REGULATIONS.
PART I, LINE 4B ANDRE GREMILLET, PRESIDENT & CEO, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. IN 2019, HE VESTED IN $113,000 OF THAT PLAN'S BENEFIT, OF WHICH $81,342 HAD PREVIOUSLY BEEN REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION. AS A RESULT, THE TOTAL NEW COMPENSATION AND BENEFITS REPORTED FOR THE PERIOD IS $670,356.
PART II COMPENSATION & FRINGE BENEFITS: THE COMPENSATION AND FRINGE BENEFITS LISTED FOR JAMES E. MENGER ARE ATTRIBUTABLE TO HIS STATUS AS A FULL-TIME EMPLOYEE OF THE MUSICAL ARTS ASSOCIATION.
Schedule J (Form 990) 2019

Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 232263KR3 06-13-2019 35,657,985 SEE SCH K, PART VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired ..................        
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 35,657,985      
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 506,865      
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............        
11 Other spent proceeds ............. 28,150,000      
12 Other unspent proceeds ............. 7,001,120      
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 of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		X              
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, 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? .............   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
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 of bond-financed property? ............. X              
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X              
c Are there any research agreements that may result in private business use of bond-financed property? .............   X            
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any 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 3.100 %      
6 Total of lines 4 and 5 ............. 3.100 %      
7 Does the bond issue meet the private security or payment test? ...   X            
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X              
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X            
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X            
b Exception to rebate? ........ X              
c No rebate due? .........   X            
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X            
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (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? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X            
7 Has the organization established written procedures to monitor the requirements of section 148? ... X              
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X              
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART I, COLUMN (F) - DESCRIPTION OF PURPOSE OF BONDS PROCEEDS FROM THE COUNTY OF CUYAHOGA, OHIO ECONOMIC DEVELOPMENT REVENUE BONDS, SERIES 2019 BONDS (SERIES 2019 BONDS) WITH MATURITY DATES RANGING FROM JANUARY 1, 2029 THROUGH JANUARY 1, 2041, WERE USED TO (I) REFUND THE $28,150,000 SERIES 2003 BONDS, WHICH WERE DUE DECEMBER 1, 2028, AND (II) PAY COSTS OF ISSUANCE, AND WILL BE USED TO (III) PAY COSTS OF CERTAIN CAPITAL IMPROVEMENTS AT SEVERANCE HALL, THE MUSICAL ARTS ASSOCIATION'S CONCERT HALL AND PRINCIPAL OFFICES. THE PROCEEDS FROM THE SERIES 2003 BONDS WERE USED TO REDEEM COUNTY OF CUYAHOGA, OHIO ECONOMIC DEVELOPMENT REVENUE BONDS, SERIES 1998, WHICH WERE DUE APRIL 1, 2028. THE PROCEEDS FROM THE SERIES 1998 ISSUANCE FUNDED CERTAIN COSTS ASSOCIATED WITH THE RENOVATION, EXPANSION AND RESTORATION OF SEVERANCE HALL.
Schedule K (Form 990) 2019

Additional Data


Software ID:  
Software Version:  

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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), section 501(c)(4), and section 501(c)(29) 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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
(1) JAMES E MENGER CFO SEE PT V - RETENTION FOR MULTI-YEAR PERIOD   X 61,250 56,875   No Yes   Yes  
(2) JAMES E MENGER CFO SEE PT V - RETENTION FOR MULTI-YEAR PERIOD   X 61,250     No Yes   Yes  
Total ...............Small Bullet $ 56,875
Part III
Grants or Assistance Benefiting 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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
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
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash 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 114 1,394,245 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
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't 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 nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS MADE.
Schedule M (Form 990) (2019)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
THE MUSICAL ARTS ASSOCIATION
 
Employer identification number

34-0714468
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE FAMILY RELATIONSHIPS: ALFRED M. RANKIN, JR. AND CLARA T. RANKIN ALFRED M. RANKIN, JR. AND HELEN RANKIN BUTLER CLARA T. RANKIN AND HELEN RANKIN BUTLER CHARLES A. RATNER AND AUDREY GILBERT RATNER THE FOLLOWING BOARD MEMBERS HAVE BUSINESS RELATIONSHIPS: JEFFREY J. WEAVER, BETH E. MOONEY, AND ALEXANDER M. CUTLER DENNIS LABARRE AND ALFRED M. RANKIN, JR. RICHARD STOVSKY AND DANIEL P. WALSH RICHARD STOVSKY AND DAVID A. WOLFORT YUVAL BRISKER AND IRAD CARMI
FORM 990, PART VI, SECTION A, 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.
FORM 990, PART VI, SECTION A, LINE 7A THE VOTING MEMBERS SHALL EXERCISE ALL THE RIGHTS AND PRIVILEGES AND SHALL HAVE ALL THE RESPONSIBILITIES OF MEMBERS UNDER OHIO NONPROFIT CORPORATE 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.
FORM 990, PART VI, SECTION A, 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 PROVISION 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, AND (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.
FORM 990, PART VI, SECTION B, LINE 11B MAA FINANCE DEPARTMENT SUPPLIES ALL OF THE INFORMATION NECESSARY FOR RSM US LLP TO PREPARE A DRAFT FORM 990. THE FORM 990 IS THEN UPDATED FOR ANY AGREED UPON REVISIONS. THE UPDATED FORM 990 IS CIRCULATED TO THE AUDIT COMMITTEE, WITH ANY SUGGESTED REVISIONS THAT WEREN'T AGREED UPON SO NOTED. AT THE SAME TIME, THE MUSICAL ARTS ASSOCIATION TRUSTEES ARE NOTIFIED THAT THE DRAFT FORM 990, IN PUBLIC DISCLOSURE FORM, IS AVAILABLE FOR THEIR REVIEW. TRUSTEES ARE INVITED TO SUBMIT ANY COMMENTS THEY HAVE ON THE DRAFT FORM 990 TO FINANCE DEPARTMENT STAFF, WHO WILL SUMMARIZE AND DISTRIBUTE THEM TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE THEN MEETS AND REVIEWS AND DISCUSSES THE DRAFT FORM 990, INCLUDING THE COMPLETE SCHEDULE OF CONTRIBUTORS (SCHEDULE B), WITH MANAGEMENT AND RSM US LLP. ONCE FINAL, THE FORM 990, IN PUBLIC DISCLOSURE FORM, IS MADE AVAILABLE TO MUSICAL ARTS ASSOCIATION TRUSTEES, AND THEN IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, 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 WITH 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, AND (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 MANAGER 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 TO 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 PRESIDENT & CEO, 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 PRESIDENT & CEO OR THE EXECUTIVE COMMITTEE, AND (3) SHALL NOT AUTHORIZE OR APPROVE SUCH TRANSACTION OR OTHER ARRANGEMENT, AND THE AUTHORIZATION OR APPROVAL SHALL BE UNDERTAKEN BY THE PRESIDENT & CEO OR THE EXECUTIVE COMMITTEE. WHEN THE SENIOR MANAGER WITH THE POTENTIAL CONFLICT IS THE PRESIDENT & CEO, THE FOREGOING PROCEDURES SHALL BE FOLLOWED EXCEPT THAT THE ASSOCIATION'S PRESIDENT SHALL ASSUME THE OVERSIGHT, AUTHORIZATION, AND APPROVAL OF THE TRANSACTION OR ARRANGEMENT.
FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION SUBCOMMITTEE FUNCTIONS AS A SUBCOMMITTEE OF THE PERSONNEL COMMITTEE AND SHALL EVALUATE ANNUALLY AND RECOMMEND PERIODICALLY THE COMPENSATION OF THE ASSOCIATION'S PRESIDENT & CEO AND MUSIC DIRECTOR. RESPONSIBILITIES INCLUDE EVALUATING THE PRESIDENT & CEO'S AND MUSIC DIRECTOR'S PERFORMANCE ANNUALLY, RECOMMENDING THE ANNUAL GOALS AND OBJECTIVES FOR THE PRESIDENT & CEO, SETTING THE PRESIDENT & CEO'S AND MUSIC DIRECTOR'S COMPENSATION AND ANY BONUS, AND 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. THIS PROCESS WAS LAST UNDERTAKEN IN 2020. THE COMPENSATION SUBCOMMITTEE REVIEWS THE OVERALL COMPENSATION PROGRAM FOR THE SENIOR MANAGEMENT OF THE ASSOCIATION ESTABLISHED AND RECOMMENDED BY THE PRESIDENT & CEO. 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). THIS PROCESS WAS LAST UNDERTAKEN IN 2020.
FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION'S AUDITED FINANCIAL STATEMENTS ARE MADE PUBLIC UPON REQUEST, FOR THE SAME PERIOD OF TIME AS SET FORTH IN THE INTERNAL REVENUE CODE SECTION 6104(D), 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.
FORM 990, PART XI, LINE 9: PARTNERSHIP AND OTHER -8,182. PENSION PLAN LIABILITY ADJUSTMENT -8,580,463.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version: