Nonprofit · EIN 36-2374224
MUSIC INSTITUTE OF CHICAGO
Tax-exempt · EVANSTON, IL 60201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $10,261,372 | $7,589,525 | $2,671,847 | $13,549,507 | $2,536,636 | $11,012,871 |
| August 31, 2024 | 990 | $7,055,939 | $7,606,946 | -$551,007 | $10,817,414 | $2,450,687 | $8,366,727 |
| August 31, 2023 | 990 | $6,681,836 | $8,058,706 | -$1,376,870 | $10,500,371 | $1,988,413 | $8,511,958 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $5,200,890
- Program service revenue
- $4,766,884
- Investment income
- $234,453
- Net rental income
- $169,367
- Net gain from sales of assets
- -$995
- Net income from fundraising events
- -$118,389
- Other revenue
- $59,145
Expenses
- Grants and similar amounts paid
- $459,639
- Compensation of officers, directors and key employees
- $847,069
- Other salaries and wages
- $3,553,812
- Salaries, compensation and benefits (total)
- $5,046,704
- Professional fundraising fees
- $0
- Accounting fees
- $49,296
- Occupancy
- $423,363
- Depreciation
- $288,884
- Program services (functional)
- $5,929,869
- Management and general (functional)
- $1,089,500
- Fundraising (functional)
- $570,156
Balance sheet and other
- Total assets, start of year
- $10,817,414
- Total assets, end of year
- $13,549,507
- Total liabilities, end of year
- $2,536,636
- Net assets, end of year
- $11,012,871
- Land, buildings and equipment
- $4,925,522
- Net assets without donor restrictions
- $3,990,394
- Net assets with donor restrictions
- $7,022,477
- Gross receipts
- $11,577,868
- Employees
- 201
- Volunteers
- 70
- Year formed
- 1939
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR MARK GEORGE | PRESIDENT & CEO - THRU 1/31/2025 Officer | 40 | $194,563 | $22,856 |
| JENNIFER BIENEMANN | VP & CDO Officer | 40 | $165,000 | $306 |
| MARCIA RUBIN | VP & CFO Officer | 40 | $125,441 | $2,162 |
| SUE POLUTNIK | VP & COO Officer | 40 | $106,822 | $10,033 |
| JENNIFER HANSON | VP & CMO Officer | 40 | $97,551 | $14,990 |
| EMILY ABRAHAM | VP ACADEMIC AFFAIRS Officer | 40 | $90,414 | $16,932 |
| ALEXANDRA C NICHOLS | CHAIR EMERITA Trustee or director, Officer | 1 | $0 | $0 |
| BARBARA SEREDA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LEE ANNE STODDART | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT VERSCHOOR | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TIM PATENODE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| AUDRA WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARLOS CARDENAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COURTNEY HOLOHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL HAHN | DIRECTOR Trustee or director | 1 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR YANA NEDVETSKY | DIRECTOR Trustee or director | 1 | $0 |
| FLORIAN ZETTELMEYER | DIRECTOR Trustee or director | 1 | $0 |
| HANS J GERMANN | DIRECTOR Trustee or director | 1 | $0 |
| JAMES STONE | DIRECTOR Trustee or director | 1 | $0 |
| KAY MABIE | DIRECTOR Trustee or director | 1 | $0 |
| PAUL BROURMAN | DIRECTOR Trustee or director | 1 | $0 |
| RENEE PARQUETTE | DIRECTOR Trustee or director | 1 | $0 |
| ROSS UPDEGRAFF | DIRECTOR Trustee or director | 1 | $0 |
| SAURAB BHARGAVA | DIRECTOR Trustee or director | 1 | $0 |
| SHIRAZ KOTTE | DIRECTOR Trustee or director | 1 | $0 |
| TAO ZHU | DIRECTOR Trustee or director | 1 | $0 |
| VAKRAM RAGHAVAN | DIRECTOR Trustee or director | 1 | $0 |
| ZALMAN USISKIN | DIRECTOR Trustee or director | 1 | $0 |
| SHALISA KLINE UGAZ | PRESIDENT & CEO - BEGIN 7/7/2025 Officer | 40 | $0 |
990 for the year ended August 31, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR MARK GEORGE | PRESIDENT & CEO Officer | 40 | $193,530 | $24,238 |
| JENNIFER BIENEMANN | VP & CDO Officer | 40 | $168,000 | $300 |
| MARCIA RUBIN | VP & CFO Officer | 40 | $135,465 | $2,309 |
| SUE POLUTNIK | VP & COO Officer | 40 | $115,857 | $10,836 |
| JENNIFER HANSON | VP & CMO Officer | 40 | $107,576 | $15,007 |
| EMILY ABRAHAM | VP ACADEMIC AFFAIRS Officer | 40 | $96,958 | $18,073 |
| SCOTT VERSCHOOR | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LEE ANNE STODDART | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALEXANDRA C NICHOLS | CHAIR EMERITA Trustee or director, Officer | 1 | $0 | $0 |
| BARBARA SEREDA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TIM PATENODE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MR PAUL BROURMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARLOS CARDENAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HANS J GERMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL HAHN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COURTNEY HOLOHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAY MABIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR YANA NEDVETSKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RENEE PARQUETTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES STONE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROSS UPDEGRAFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ZALMAN USISKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AUDRA WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID ZAMPA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FLORIAN ZETTELMEYER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR TAO ZHU | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR MARK GEORGE | PRESIDENT & CEO Officer | 40 | $198,026 | $33,485 |
| MARCIA RUBIN | VP & CFO Officer | 40 | $126,478 | $2,172 |
| SUE POLUTNIK | VP & COO Officer | 40 | $103,968 | $12,402 |
| EMILY ABRAHAM | VP ACADEMIC AFFAIRS Officer | 40 | $89,112 | $20,882 |
| WILLIAM RODI | VP & CMO - BEG 9/22 THRU 10/22 Officer | 40 | $17,249 | $0 |
| JENNIFER HANSON | VP & CMO - BEG 11/22 Officer | 40 | $16,195 | $0 |
| JENNIFER BIENEMANN | VP & CDO - BEG 12/22 Officer | 40 | $6,250 | $0 |
| SCOTT VERSCHOOR | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LEE ANNE STODDART | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALEXANDRA C NICHOLS | CHAIR EMERITA Trustee or director, Officer | 1 | $0 | $0 |
| BARBARA SEREDA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TIM PATENODE | TREASURER - BEG 7/23 Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS LEDDY | TREASURER - THRU 6/23 Trustee or director, Officer | 1 | $0 | $0 |
| CARLOS CARDENAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HANS J GERMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL HAHN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COURTNEY HOLOHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAY MABIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DRYANA NEDVETSKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RENEE PARQUETTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES STONE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROSS UPDEGRAFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ZALMAN USISKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AUDRA WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID ZAMPA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FLORIAN ZETTELMEYER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 622 DAVIS ST 4TH FLOOR, EVANSTON, IL 60201-4491
- Principal officer (990 for 2024)
- SHALISA KLINE UGAZ, 622 DAVIS ST 4TH FLOOR, EVANSTON, IL 60201
- Signed the 990
- SHALISA KLINE UGAZ, PRESIDENT AND CEO
- Phone
- (847) 905-1500
- Website
- WWW.MUSICINST.ORG
- Return prepared by
- Plante & Moran PLLC
Mission
THE MUSIC INSTITUTE OF CHICAGO ("MUSIC INSTITUTE") LEADS PEOPLE TOWARD A LIFELONG ENGAGEMENT WITH MUSIC, BY PROVIDING WIDELY ACCESSIBLE RESOURCES FOR HIGH-QUALITY MUSIC TEACHING, PERFORMING, AND SERVICE ACTIVITIES.
Program accomplishments
- THE MUSIC INSTITUTE OFFERS QUALITY MUSIC INSTRUCTION FOR NEARLY 2,000 STUDENTS OF ALL AGES, INSTRUMENTS, AND LEVELS OF EXPERIENCE, THROUGH PRIVATE INSTRUCTION -- TRADITIONAL AND SUZUKI METHOD -- GROUP CLASSES, AND ENSEMBLES, UTILIZING CLASSICAL, JAZZ, AND AMERICAN ROOTS MUSIC GENRES, INCLUDING THE ACADEMY PROGRAM, AN ELITE TRAINING CENTER FOR PRE-COLLEGE MUSICIANS WHO HAVE PROFESSIONAL ASPIRATIONS. NICHOLS CONCERT HALL IS A PREMIER PERFORMANCE VENUE WHICH PRESENTS PROFESSIONAL AND NON-PROFESSIONAL CONCERTS AND OFFERS AMPLE RECITAL OPPORTUNITIES FOR MUSIC INSTITUTE STUDENTS. THE MUSIC INSTITUTE ALSO OFFERS NUMEROUS SERVICE ACTIVITIES FOR FACULTY AND STUDENTS, BRINGING MUSIC AND MUSIC EDUCATION TO COMMUNITIES WHO OTHERWISE MIGHT NOT HAVE ACCESS.Expenses $5,929,869 · grants $459,639 · revenue $4,766,884
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 36-2374224
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1957
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A250)
- Assets (IRS master file)
- $13,549,507
- Income (IRS master file)
- $11,577,868
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $10,261,372 | $7,589,525 | $13,549,507 | XML |
| 990 | August 2024 | $7,055,939 | $7,606,946 | $10,817,414 | XML |
| 990 | August 2023 | $6,681,836 | $8,058,706 | $10,500,371 | XML |
| 990 | August 2022 | $8,335,240 | $7,217,576 | $11,160,030 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-2374224).
Questions about MUSIC INSTITUTE OF CHICAGO
- What is the EIN of MUSIC INSTITUTE OF CHICAGO?
- The employer identification number (EIN) of MUSIC INSTITUTE OF CHICAGO is 36-2374224.
- Is MUSIC INSTITUTE OF CHICAGO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to MUSIC INSTITUTE OF CHICAGO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MUSIC INSTITUTE OF CHICAGO file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MUSIC INSTITUTE OF CHICAGO due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MUSIC INSTITUTE OF CHICAGO last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of MUSIC INSTITUTE OF CHICAGO?
- The 990 for the year ended August 31, 2025 names SHALISA KLINE UGAZ.
- Who are the officers and directors of MUSIC INSTITUTE OF CHICAGO?
- The 990 for the year ended August 31, 2025 lists 29 people; 6 received compensation from the organization, the highest $194,563 (DR MARK GEORGE, PRESIDENT & CEO - THRU 1/31/2025).
- How much revenue does MUSIC INSTITUTE OF CHICAGO have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $10,261,372, expenses of $7,589,525 and total assets of $13,549,507 at year end.
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