Civic Intelligence

Chicago Symphony Orchestra

990T • Fiscal year 2023 • EIN 36-2167823

Jul 01, 2022 to Jun 30, 2023 • Filed on May 07, 2024

Organization Profilewww.cso.org

View Organization Page

220 S Michigan AvenueChicago, IL 60604-2559

(312) 294-3333

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2010: $422,420,740Liabilities 2010: $203,840,344Net Assets 2010: $218,580,3962010Assets 2011: $454,550,299Liabilities 2011: $192,356,024Net Assets 2011: $262,194,2752011Assets 2012: $436,051,982Liabilities 2012: $220,777,276Net Assets 2012: $215,274,7062012Assets 2013: $473,483,741Liabilities 2013: $207,424,758Net Assets 2013: $266,058,9832013Assets 2014: $528,711,667Liabilities 2014: $206,064,076Net Assets 2014: $322,647,5912014Assets 2015: $519,503,965Liabilities 2015: $215,627,711Net Assets 2015: $303,876,2542015Assets 2016: $488,657,963Liabilities 2016: $241,697,456Net Assets 2016: $246,960,5072016Assets 2017: $499,889,304Liabilities 2017: $232,617,343Net Assets 2017: $267,271,9612017Assets 2018: $508,805,441Liabilities 2018: $217,523,215Net Assets 2018: $291,282,2262018Assets 2019: $503,065,284Liabilities 2019: $236,105,778Net Assets 2019: $266,959,5062019Assets 2020: $475,390,554Liabilities 2020: $258,525,321Net Assets 2020: $216,865,2332020Assets 2021: $576,700,123Liabilities 2021: $228,045,278Net Assets 2021: $348,654,8452021Assets 2022: $530,890,156Liabilities 2022: $200,470,932Net Assets 2022: $330,419,2242022Assets 2024: $581,822,920Liabilities 2024: $161,517,516Net Assets 2024: $420,305,4042024

Latest loaded filing

2024

Assets$581,822,920
Liabilities$161,517,516
Net Assets$420,305,404
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MExpenses 2010: $69,381,2972010Expenses 2011: $71,174,9192011Expenses 2012: $80,055,6722012Expenses 2013: $80,705,9072013Revenue 2014: $102,542,334Expenses 2014: $80,482,607Net Income 2014: $22,059,7272014Revenue 2015: $84,720,324Expenses 2015: $79,160,340Net Income 2015: $5,559,9842015Revenue 2016: $77,635,145Expenses 2016: $79,902,368Net Income 2016: -$2,267,2232016Revenue 2017: $79,683,734Expenses 2017: $79,669,618Net Income 2017: $14,1162017Revenue 2018: $81,820,078Expenses 2018: $81,339,432Net Income 2018: $480,6462018Revenue 2019: $72,050,421Expenses 2019: $78,697,891Net Income 2019: -$6,647,4702019Revenue 2020: $73,806,692Expenses 2020: $76,256,229Net Income 2020: -$2,449,5372020Revenue 2021: $109,905,535Expenses 2021: $47,205,442Net Income 2021: $62,700,0932021Revenue 2022: $102,432,097Expenses 2022: $75,080,250Net Income 2022: $27,351,8472022Revenue 2024: $125,469,447Expenses 2024: $88,621,632Net Income 2024: $36,847,8152024

Latest loaded filing

2024

Revenue$125,469,447
Expenses$88,621,632
Net Income$36,847,815
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 7, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

The central mission of the Chicago Symphony Orchestra Association is to present classical music through the Chicago Symphony Orchestra to Chicago, national and international audiences.The mission is supported by four mutually reinforcing elements:Artistic excellence: continued international preeminence in the field of orchestral excellenceAudience development: leading audience development initiativesEducation: superior education and community programsFinancial stability: fiscal responsibility for long-term stability

Filing and Contact Details

Filer

Filer Name
Chicago Symphony Orchestra
EIN
36-2167823
Phone
3122943333
Address
220 S Michigan Avenue, Chicago, IL 60604-2559

Signing Officer

Name
Jeff Alexander
Title
President
Phone
3122943301
Signed
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
30 South Wacker Dr Suite 3300, Chicago, IL 60606-3392
Preparer
Rebekuh Eley
Phone
3126343400
Raw XML Appendix228 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0201725
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt01484
IRS1120ScheduleD/Form4797GainOrLossAmt0161294
IRS1120ScheduleD/NetCapitalGainAmt0200241
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0200241
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt01484
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt038947
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01484
IRS4562/BusinessOrActivityTxt0Schedule A COGS
IRS4562/BusinessOrActivityTxt1Rental Facilities
IRS4562/BusinessOrActivityTxt2Retail Store
IRS4562/MaximumDollarLimitationAmt01080000
IRS4562/MaximumDollarLimitationAmt11080000
IRS4562/MaximumDollarLimitationAmt21080000
IRS4562/OtherDepreciationAmt076994
IRS4562/OtherDepreciationAmt14238
IRS4562/ThresholdCostOfSect179PropAmt02700000
IRS4562/ThresholdCostOfSect179PropAmt12700000
IRS4562/ThresholdCostOfSect179PropAmt22700000
IRS4562/TotalDepreciationAmt00
IRS4562/TotalDepreciationAmt176994
IRS4562/TotalDepreciationAmt24238
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01469
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt137478
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0Commonfund Capital Venture Partners VI
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1Madison Dearborn VII-B
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt038947
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01484
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0Madison Dearborn VIII-A
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt01484
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt03439334
IRS990T/BooksInCareOfDetail/PersonNm0Stacie M Frank VP and CFO
IRS990T/BooksInCareOfDetail/PhoneNum03122943301
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 S Michigan Avenue
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Chicago
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0606042559
IRS990T/BookValueAssetsEOYAmt0515186651
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt04
IRS990T/NetOperatingLossDeductionAmt0802409
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0777587
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt167358
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt2295677
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0530000
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1450000
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd2900001
IRS990TScheduleA/AdditionalSection263ACostsAmt00
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/AdvertisedPeriodicalNameTxt0Program Book Advertising
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/AdvertisingGainLossAmt078912
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/DirectAdvertisingCostAmt0132756
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/ExcessReadershipCostsAmt0392602
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/ExcessReadershipCostsDedAmt078912
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/GrossAdvertisingIncomeAmt0211668
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/ReadershipCostsAmt0392602
IRS990TScheduleA/BeginningOfYearInventoryAmt028716
IRS990TScheduleA/CapitalGainNetIncomeAmt0201725
IRS990TScheduleA/CostOfGoodsSoldAmt051445
IRS990TScheduleA/CostOfLaborAmt00
IRS990TScheduleA/DepreciationNetAmt076994
IRS990TScheduleA/DepreciationNetAmt14238
IRS990TScheduleA/EmployeeBenefitProgramAmt08855
IRS990TScheduleA/EmployeeBenefitProgramAmt16752
IRS990TScheduleA/EndOfYearInventoryAmt030426
IRS990TScheduleA/GrossProfitAmt058518
IRS990TScheduleA/GrossReceiptsOrSalesAmt0109963
IRS990TScheduleA/NetAdvertisingIncomeAmt078912
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0109963
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/NetOperatingLossDeductionAmt20
IRS990TScheduleA/NetOperatingLossDeductionAmt30
IRS990TScheduleA/OtherCostsAmt00
IRS990TScheduleA/OtherDeductionsAmt0151447
IRS990TScheduleA/OtherDeductionsAmt132684
IRS990TScheduleA/OtherIncomeAmt076339
IRS990TScheduleA/PrincipalBusinessActivityCd0530000
IRS990TScheduleA/PrincipalBusinessActivityCd1450000
IRS990TScheduleA/PrincipalBusinessActivityCd2900001
IRS990TScheduleA/PrincipalBusinessActivityCd3510000
IRS990TScheduleA/PurchasesAmt053155
IRS990TScheduleA/SalariesAndWagesAmt035333
IRS990TScheduleA/SalariesAndWagesAmt134408
IRS990TScheduleA/Section263ARulesApplyInd00
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceReferenceNum23
IRS990TScheduleA/SequenceReferenceNum34
IRS990TScheduleA/SequenceTotalNum04
IRS990TScheduleA/SequenceTotalNum14
IRS990TScheduleA/SequenceTotalNum24
IRS990TScheduleA/SequenceTotalNum34
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalAllocableDeductionsAmt20
IRS990TScheduleA/TotalAllocableDeductionsAmt30
IRS990TScheduleA/TotalCostGoodsSoldAmt081871
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt20
IRS990TScheduleA/TotalCtrlOrgDeductionAmt30
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt20
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt30
IRS990TScheduleA/TotalDeductionsAmt0272629
IRS990TScheduleA/TotalDeductionsAmt178082
IRS990TScheduleA/TotalDeductionsAmt20
IRS990TScheduleA/TotalDeductionsAmt378912
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt20
IRS990TScheduleA/TotalDeductionSetAsidesAmt30
IRS990TScheduleA/TotalDepreciationAmt076994
IRS990TScheduleA/TotalDepreciationAmt14238
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt20
IRS990TScheduleA/TotalDirectAdvertisingCostAmt3132756
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt20
IRS990TScheduleA/TotalDividendsReceivedDedAmt30
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt20
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt3211668
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt20
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt30
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt20
IRS990TScheduleA/TotalInvestmentIncomeAmt30
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0600684
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentDeductionsAmt20
IRS990TScheduleA/TotalRentDeductionsAmt30
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalRentIncomeAmt20
IRS990TScheduleA/TotalRentIncomeAmt30
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt20
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt30
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt20
IRS990TScheduleA/TotExcessReadershipCostsDedAmt378912
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt076339
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt158518
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt2802409
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt378912
IRS990TScheduleA/TotUnrltTrdBusIncmAmt076339
IRS990TScheduleA/TotUnrltTrdBusIncmAmt158518
IRS990TScheduleA/TotUnrltTrdBusIncmAmt2802409
IRS990TScheduleA/TotUnrltTrdBusIncmAmt3211668
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt3132756
IRS990TScheduleA/TradeOrBusinessDesc0Rental Facilities
IRS990TScheduleA/TradeOrBusinessDesc1Retail Store
IRS990TScheduleA/TradeOrBusinessDesc2Investment Activity
IRS990TScheduleA/TradeOrBusinessDesc3Program Book Advertising
IRS990TScheduleA/UBIBeforeNOLDedAmt0-196290
IRS990TScheduleA/UBIBeforeNOLDedAmt1-19564
IRS990TScheduleA/UBIBeforeNOLDedAmt2802409
IRS990TScheduleA/UBIBeforeNOLDedAmt30
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-196290
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-19564
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt2802409
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0802409
IRS990T/TotalUBTIComputedAmt0802409
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Alexander
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03122943301
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Chicago Symphony Orchestra
ReturnHeader/Filer/BusinessNameControlTxt0CHIC
ReturnHeader/Filer/EIN0362167823
ReturnHeader/Filer/PhoneNum03122943333
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 S Michigan Avenue
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606042559
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 South Wacker Dr Suite 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606063392
ReturnHeader/PreparerPersonGrp/PhoneNum03126343400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebekuh Eley
ReturnHeader/ReturnTs02024-05-10T11:59:11-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeff
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Alexander
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$582$162$420$125$88.6$36.8
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$531$200$330$102$75.1$27.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$577$228$349$110$47.2$62.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$475$259$217$73.8$76.3$2.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$503$236$267$72.1$78.7$6.65
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$509$218$291$81.8$81.3$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$500$233$267$79.7$79.7$0.01
2016Detailed filing. Detailed filing data is available for this year.$489$242$247$77.6$79.9$2.27
2015Detailed filing. Detailed filing data is available for this year.$520$216$304$84.7$79.2$5.56
2014Detailed filing. Detailed filing data is available for this year.$529$206$323$103$80.5$22.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$473$207$266$80.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$436$221$215$80.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$455$192$262$71.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$422$204$219$69.4