INDIANA SYMPHONY SOCIETY INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
INDIANA SYMPHONY SOCIETY INC (EIN 35-0998627)
Tax period
2022-09-01 to 2023-08-31
Filed
2024-07-15
IRS object ID
202421979349301212
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-15T10:52:08+00:00ReturnTs
Tax Period End2023-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 West Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061224ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350998627EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA SYMPHONY SOCIETY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone3172621100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 EAST WASHINGTON STREET 600AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462042919ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames M JohnsonPersonNm
Person TitleCEOPersonTitleTxt
Phone3172621100PhoneNum
Signature2024-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJENNIFERPersonFirstNm
Person LastJANIKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJennifer BurkePreparerPersonNm
PTINP01342224PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1James M JohnsonBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 EAST WASHINGTON STREET 600AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462042919ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$24,113,990GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.INDIANAPOLISSYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1937FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL.ActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent34VotingMembersIndependentCnt
Total Employee509TotalEmployeeCnt
Total Volunteers247TotalVolunteersCnt
Total Gross UBI$65,475TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$15,455,965PYContributionsGrantsAmt
CY Contributions Grants$13,990,599CYContributionsGrantsAmt
PY Program Service Revenue$7,219,691PYProgramServiceRevenueAmt
CY Program Service Revenue$9,057,076CYProgramServiceRevenueAmt
PY Investment Income-$53,827PYInvestmentIncomeAmt
CY Investment Income$44,627CYInvestmentIncomeAmt
PY Other Revenue$18,018PYOtherRevenueAmt
CY Other Revenue-$6,374CYOtherRevenueAmt
PY Total Revenue$22,639,847PYTotalRevenueAmt
CY Total Revenue$23,085,928CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,188,244PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,151,095CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$97,257PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,472,150CYTotalFundraisingExpenseAmt
PY Other Expenses$10,858,166PYOtherExpensesAmt
CY Other Expenses$10,931,242CYOtherExpensesAmt
PY Total Expenses$24,143,667PYTotalExpensesAmt
CY Total Expenses$25,082,337CYTotalExpensesAmt
PY Revenues Less Expenses-$1,503,820PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,996,409CYRevenuesLessExpensesAmt
Total Assets BOY$10,989,089TotalAssetsBOYAmt
Total Assets EOY$12,835,394TotalAssetsEOYAmt
Total Liabilities BOY$6,698,863TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,613,984TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,290,226NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,221,410NetAssetsOrFundBalancesEOYAmt
MissionTO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$20,976,562ExpenseAmt
Grant$0GrantAmt
Revenue$9,591,776RevenueAmt
DescTHE INDIANAPOLIS SYMPHONY ORCHESTRA IS THE LARGEST PERFORMING ARTS ORGANIZATION IN THE STATE OF INDIANA, PERFORMING A YEAR-ROUND SCHEDULE OF CONCERTS AND EDUCATION PROGRAMS. EACH SEASON, THE INDIANAPOLIS SYMPHONY ORCHESTRA PRESENTS A WIDE REPERTOIRE OF ORCHESTRAL MUSIC, INCLUDING COMMISSIONS OF NEW MUSIC, BOTH CLASSICAL AND POPS. CONCERTS INCLUDE PROGRAMS OF CLASSICAL MUSIC, SYMPHONIC POPS PERFORMANCES, FAMILY ORIENTED PROGRAMS, HOLIDAY PROGRAMS, UNCHARTED, THE OUTDOOR SUMMER SERIES AND MANY MORE. THE INDIANAPOLIS SYMPHONY ORCHESTRA IS DEDICATED TO LEADING THE FIELD IN MUSIC EDUCATION. SYMPHONY MUSICIANS AND STAFF CREATE PIONEERING LEARNING OPPORTUNITIES FOR PARTICIPANTS THROUGHOUT THE STATE THROUGH A VARIETY OF PROJECTS WHICH IMPACT STUDENTS AND ADULTS IN THE INDIANAPOLIS SYMPHONY ORCHESTRA'S LEARNING COMMUNITY. THE METROPOLITAN YOUTH ORCHESTRA WHICH IS A YOUTH AND FAMILY DEVELOPMENT PROGRAM OF THE LEARNING COMMUNITY USES THE LIFE SKILLS LEARNED IN MUSIC INSTRUCTION TO ENGAGE YOUTH IN ACTIVITIES THAT DISCOURAGE AT-RISK BEHAVIORS AND KEEP THEM COMMITTED TO STAYING IN SCHOOL. THE HISTORIC HILBERT CIRCLE THEATRE ON MONUMENT CIRCLE IN DOWNTOWN INDIANAPOLIS IS HOME TO THE INDIANAPOLIS SYMPHONY ORCHESTRA AND IS OWNED BY THE ORANGIZATION'S FOUNDATION. OUTSIDE THE THEATRE, THE INDIANAPOLIS SYMPHONY CAN BE HEARD LIVE IN SEVERAL INDIANA COMMUNITIES. AS A LEADING MEMBER OF THE ARTS COMMUNITY IN INDIANAPOLIS, THE INDIANAPOLIS SYMPHONY ORCHESTRA COLLABORATES ON A REGULAR BASIS WITH OTHER ARTS COMPANIES INCLUDING DANCE KALEIDOSCOPE, THE INTERNATIONAL VIOLIN COMPETITION OF INDIANAPOLIS, AND THE AMERICAN PIANIISTS ASSOCIATION.Desc
Total Program Service Expenses$20,976,562TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document210IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee509EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member34IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jennifer JanikBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3172621100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 EAST WASHINGTON STREET NO 600AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462042919ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Christina Bodurow PHD
Secretary2.0Yes (X)Yes (X)$0$0$0
Greg Loewen
Chair2.0Yes (X)Yes (X)$0$0$0
Peter W Howard PHD
Treasurer2.0Yes (X)Yes (X)$0$0$0
Phil Kenney
Vice Chair2.0Yes (X)Yes (X)$0$0$0
Alice K Schloss
Director2.0Yes (X)$0$0$0
Brian Smith
Director2.0Yes (X)$0$0$0
Bruce McCaw
Director2.0Yes (X)$0$0$0
Bryan Brenner
Director (Thru 11/2022)2.0Yes (X)$0$0$0
C Daniel Yates
Director2.0Yes (X)$0$0$0
Cheryl J Dick
Director2.0Yes (X)$0$0$0
Christopher Slapak MD
Director2.0Yes (X)$0$0$0
Craig Fenneman
Director2.0Yes (X)$0$0$0
David Wilcox
Director2.0Yes (X)$0$0$0
Diane Evans
Director (Thru 1/2023)2.0Yes (X)$0$0$0
Eloise Paul
Director2.0Yes (X)$0$0$0
Eric Sutphin
Director (Began 01/2023)2.0Yes (X)$0$0$0
Fred Winters
Director2.0Yes (X)$0$0$0
J Albert Smith Jr
Director2.0Yes (X)$0$0$0
Jackie Nytes
Director2.0Yes (X)$0$0$0
James C Zink Sr
Director2.0Yes (X)$0$0$0
Jan Pierce
Director2.0Yes (X)$0$0$0
John Bratt
Director (Thru 01/2023)2.0Yes (X)$0$0$0
Karen Ann P Lloyd
Director2.0Yes (X)$0$0$0
Karen H Mersereau
Director2.0Yes (X)$0$0$0
Kiamesha Colom
Director2.0Yes (X)$0$0$0
LaTonya Turner PhD
Director2.0Yes (X)$0$0$0
Liz Kyzr
Director2.0Yes (X)$0$0$0
Lucia J Mar
Director2.0Yes (X)$0$0$0
Marianne Williams Tobias
Director (Thru 07/2023)2.0Yes (X)$0$0$0
Michael Becher
Director2.0Yes (X)$0$0$0
Natalie Furney
Director2.0Yes (X)$0$0$0
Peter A Morse Jr
Director2.0Yes (X)$0$0$0
Ralph V Wihelm
Director (Thru 10/2022)2.0Yes (X)$0$0$0
Robert J Goulet MD
Director (Thru 04/2023)2.0Yes (X)$0$0$0
Sarah Studzinski
Director (Thru 08/2023)2.0Yes (X)$0$0$0
Sean L Huddleston PhD
Director2.0Yes (X)$0$0$0
Steven Rake
Director2.0Yes (X)$0$0$0
Terry Snell
Director2.0Yes (X)$0$0$0
Yecenia Tostado
Director2.0Yes (X)$0$0$0
Yvonne H Shaheen
Director2.0Yes (X)$0$0$0
James M Johnson
CEO37.5Yes (X)$255,817$0$38,379
Jennifer Janik
CFO37.5Yes (X)$141,309$0$22,589
Jack Everly
Pops Conductor37.5$246,862$0$13,420Yes (X)
Bennett Crantford
Musician & Asst. Orchestra Personnel Manager37.5$135,222$0$13,260Yes (X)
Christopher Williams
Stage Manager37.5$126,891$0$36,539Yes (X)
Ed Parsons
VP of Artistic37.5$144,166$0$28,750Yes (X)
Kevin Lin
Concertmaster37.5$240,223$0$24,382Yes (X)
Stephanie Hays Hussoni
VP of Development37.5$150,034$0$6,546Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,440,524TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$183,865TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K15IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtAddress Line2ContractorAddress/USAddress/AddressLine2TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Opus 3 Artists LLC
470 Park Avenue South9th FloorNew YorkNY10016Artist Agency$194,959
Printing Partners Inc
929 W 16th StreetIndianapolisIN46202Printing Services$174,945
Mid-America Sound Corporation
6643 West 400 NorthGreenfieldIN46140Audio and Lighting Services$149,469
Jonas Productions Inc
8606 North 700 WestFountaintownIN46130Audio Services$119,767
WME Entertainment LLC
9601 Wilshire Blvd3rd FloorBeverly HillsCA90210Artist Agency$108,187
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Fundraising$313,095FundraisingAmt
Related Organizations$6,290,436RelatedOrganizationsAmt
Government Grants$145,220GovernmentGrantsAmt
All Other Contributions$7,241,848AllOtherContributionsAmt
Noncash Contributions$162,531NoncashContributionsAmt
Total Contributions$13,990,599TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescTICKET SALES & FEES INCOMEDesc
Business900099BusinessCd
Total Revenue Column$9,057,076TotalRevenueColumnAmt
Related Or Exempt Func Income$9,057,076RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$9,057,076TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,627TotalRevenueColumnAmt
Exclusion$44,627ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$112,135RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$515,814RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$403,679RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$403,679TotalRevenueColumnAmt
Exclusion-$403,679ExclusionAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$76,564FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$313,095ContriRptFundraisingEventAmt
Fundraising Direct Expenses$280,619FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$204,055TotalRevenueColumnAmt
Exclusion-$204,055ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$1,235GamingGrossIncomeAmt
Gaming Direct Expenses$50GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,185TotalRevenueColumnAmt
Exclusion$1,185ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$637,354GrossSalesOfInventoryAmt
Cost Of Goods Sold$231,579CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$405,775TotalRevenueColumnAmt
Related Or Exempt Func Income$405,775RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS INCOME900099$78,925$78,925
Program Advertising541800$65,475$65,475
FOUNDATION SERVICE FEE900099$50,000$50,000

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$194,400OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,085,928TotalRevenueColumnAmt
Related Or Exempt Func Income$9,591,776RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$65,475UnrelatedBusinessRevenueAmt
Exclusion-$561,922ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$654,628TotalAmt
Program Services$344,912ProgramServicesAmt
Management And General$309,716ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,263,685TotalAmt
Program Services$8,975,898ProgramServicesAmt
Management And General$551,730ManagementAndGeneralAmt
Fundraising$736,057FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$790,961TotalAmt
Program Services$439,387ProgramServicesAmt
Management And General$189,585ManagementAndGeneralAmt
Fundraising$161,989FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,637,285TotalAmt
Program Services$1,425,728ProgramServicesAmt
Management And General$114,081ManagementAndGeneralAmt
Fundraising$97,476FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$804,536TotalAmt
Program Services$675,579ProgramServicesAmt
Management And General$69,539ManagementAndGeneralAmt
Fundraising$59,418FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$101,024TotalAmt
Management And General$101,024ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$75,289TotalAmt
Management And General$75,289ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$708,073TotalAmt
Program Services$480,566ProgramServicesAmt
Management And General$102,782ManagementAndGeneralAmt
Fundraising$124,725FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$773,848TotalAmt
Program Services$773,848ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,494,509TotalAmt
Program Services$642,977ProgramServicesAmt
Management And General$770,356ManagementAndGeneralAmt
Fundraising$81,176FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$76,401TotalAmt
Program Services$76,401ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,891,422TotalAmt
Program Services$1,798,446ProgramServicesAmt
Management And General$46,488ManagementAndGeneralAmt
Fundraising$46,488FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,256TotalAmt
Program Services$12,460ProgramServicesAmt
Fundraising$2,796FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$23,691TotalAmt
Program Services$14,096ProgramServicesAmt
Management And General$6,820ManagementAndGeneralAmt
Fundraising$2,775FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$412,949TotalAmt
Program Services$394,911ProgramServicesAmt
Management And General$9,019ManagementAndGeneralAmt
Fundraising$9,019FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$176,521TotalAmt
Program Services$28,540ProgramServicesAmt
Management And General$147,981ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
GENERAL PRODUCTION$1,681,719$1,681,719
GUEST ARTISTS$2,099,019$2,099,019
CONCERT FRONT OF HOUSE$310,237$310,237
HOSPITALITY$317,853$303,248$14,605

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$773,431TotalAmt
Program Services$498,590ProgramServicesAmt
Management And General$124,610ManagementAndGeneralAmt
Fundraising$150,231FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,082,337TotalAmt
Program Services$20,976,562ProgramServicesAmt
Management And General$2,633,625ManagementAndGeneralAmt
Fundraising$1,472,150FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,479,037BOYAmt
EOY$863,247EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$39,420BOYAmt
EOY$3,034,451EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,690,183BOYAmt
EOY$2,740,683EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$103,749BOYAmt
EOY$414,382EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$282,692EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$11,634BOYAmt
EOY$9,003EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$895,218BOYAmt
EOY$735,767EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,034,140LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,388,735LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,715,281BOYAmt
EOY$1,645,405EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$54,567BOYAmt
EOY$3,109,764EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,989,089BOYAmt
EOY$12,835,394EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,827,717BOYAmt
EOY$1,447,045EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,755,832BOYAmt
EOY$3,211,643EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,115,314BOYAmt
EOY$4,955,296EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,698,863BOYAmt
EOY$9,613,984EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,571,880BOYAmt
EOY-$232,552EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,718,346BOYAmt
EOY$3,453,962EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,290,226BOYAmt
EOY$3,221,410EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,989,089BOYAmt
EOY$12,835,394EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,996,409ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$927,593OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,062,869CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,408,231CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,354,181CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,455,965CurrentTaxYearMinus1YearAmt
Current Tax Year$13,990,599CurrentTaxYearAmt
Total$82,271,845TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,062,869CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,408,231CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,354,181CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,455,965CurrentTaxYearMinus1YearAmt
Current Tax Year$13,990,599CurrentTaxYearAmt
Total$82,271,845TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$37,577,685SubstantialContributorsTotAmt
Public Support Total170$44,694,160PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$282,139CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$186,579CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$188,086CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$202,408CurrentTaxYearMinus1YearAmt
Current Tax Year$156,762CurrentTaxYearAmt
Total$1,015,974TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$144,707CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$110,633CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,507CurrentTaxYearMinus1YearAmt
Current Tax Year$65,475CurrentTaxYearAmt
Total$375,322TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,629CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,480CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,856CurrentTaxYearMinus1YearAmt
Current Tax Year$128,925CurrentTaxYearAmt
Total$200,890TotalAmt
FieldValueIRS element (for citing)
Total Support$83,864,031TotalSupportAmt
Gross Receipts Rltd Activities$35,982,525GrossReceiptsRltdActivitiesAmt
Public Support CY1700.5329PublicSupportCY170Pct
Public Support PY1700.5441PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 0.0, COLUMN B - 23629.0, COLUMN C - 14480.0, COLUMN D - 33856.0, COLUMN E - 78925.0, COLUMN F - 150890.0; DESCRIPTION - FOUNDATION SERVICE FEE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 50000.0, COLUMN F - 50000.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,171,033BeginningYearBalanceAmt
Contributions$1,000ContributionsAmt
Investment Earnings Or Losses$430,861InvestmentEarningsOrLossesAmt
Other Expenditures$607,346OtherExpendituresAmt
End Year Balance$40,995,548EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,370,958BeginningYearBalanceAmt
Contributions$1,550ContributionsAmt
Investment Earnings Or Losses$422,930InvestmentEarningsOrLossesAmt
Other Expenditures$624,405OtherExpendituresAmt
End Year Balance$41,171,033EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,571,663BeginningYearBalanceAmt
Contributions$55,997ContributionsAmt
Investment Earnings Or Losses$3,743,298InvestmentEarningsOrLossesAmt
Other Expenditures$0OtherExpendituresAmt
End Year Balance$41,370,958EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,728,701BeginningYearBalanceAmt
Contributions$501,000ContributionsAmt
Investment Earnings Or Losses$848,185InvestmentEarningsOrLossesAmt
Other Expenditures$506,223OtherExpendituresAmt
End Year Balance$37,571,663EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,437,597BeginningYearBalanceAmt
Contributions$501,000ContributionsAmt
Investment Earnings Or Losses$282,415InvestmentEarningsOrLossesAmt
Other Expenditures$492,311OtherExpendituresAmt
End Year Balance$36,728,701EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.823PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.177TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,608,328OtherCostOrOtherBasisAmt
Depreciation$3,530,192DepreciationAmt
Book Value$1,078,136BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,425,812OtherCostOrOtherBasisAmt
Depreciation$4,858,543DepreciationAmt
Book Value$567,269BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,645,405TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Right of Use Asset$3,103,442
OTHER ASSETS$6,322
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,109,764TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
OTHER LIABILITIES$89,179
PENSION LIABILITY$1,283,670
GIFT CERTIFICATES$319,447
Lease Liability$3,263,000
FieldValueIRS element (for citing)
Total Liability$4,955,296TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$23,882,411TotalRevEtcAuditedFinclStmtAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$23,882,411RevenueSubtotalAmt
Other Revenues Not Included-$796,483OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$796,483RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$23,085,928TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,951,227TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$796,483OtherExpensesIncludedAmt
Expenses Not Reported$796,483ExpensesNotReportedAmt
Expenses Subtotal$24,154,744ExpensesSubtotalAmt
Other Expenses Not Included$927,593OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$927,593ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$25,082,337TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTO SUPPORT THE INDIANA SYMPHONY SOCIETY, INC.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe Society is exempt from federal and state income taxes on related income under Section 501(c)(3) of the United States Internal Revenue Code and similar state law. The exemption is on all income except unrelated business income as noted under Section 511 of the Internal Revenue Code. Internal Revenue Code Section 513(a) defines an unrelated trade or business of an exempt organization as any trade or business which is not substantially related to the exercise or performance of its exempt purpose. The Society's net advertising income is considered unrelated business income. The Society's related advertising expenses offset related income and no tax was paid during 2023 and 2022. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Society and recognize a tax liability if the Society has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the Society, and has concluded that as of August 31, 2023 and 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The Society is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Society has filed its federal and state income tax returns for periods through August 31, 2022. These income tax returns are generally open to examination by the relevant taxing authorities for a period of three years from the later of the date the return was filed or its due date (including approved extensions).
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsFundraising and Gaming Expenses - -280669 Tenant Expenses - -515814
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Fundraising and Gaming Expenses - 280669 Tenant Expenses - 515814
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsPension Liability Adjustment - 927593

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GalaEvent1Nm
Gross Receipts Event1$238,517GrossReceiptsEvent1Amt
Charitable Contri Event1$180,780CharitableContriEvent1Amt
Gross Revenue Event1$57,737GrossRevenueEvent1Amt
Rent Facility Costs Event1$3,124RentFacilityCostsEvent1Amt
Food And Beverage Event1$50,485FoodAndBeverageEvent1Amt
Entertainment Event1$27,933EntertainmentEvent1Amt
Other Direct Expenses Event1$78,204OtherDirectExpensesEvent1Amt
Event2BocelliEvent2Nm
Gross Receipts Event2$84,851GrossReceiptsEvent2Amt
Charitable Contri Event2$66,024CharitableContriEvent2Amt
Gross Revenue Event2$18,827GrossRevenueEvent2Amt
Food And Beverage Event2$20,564FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$68,913OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$66,291GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$66,291CharitableContriOtherEventsAmt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Food And Beverage Other Events$13,613FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$17,783OthDirectExpnssOtherEventsAmt
Gross Receipts Total$389,659GrossReceiptsTotalAmt
Charitable Contributions Tot$313,095CharitableContributionsTotAmt
Gross Revenue Total Events$76,564GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$3,124RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$84,662FoodAndBeverageTotalEventsAmt
Entertainment Total Events$27,933EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$164,900OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$280,619DirectExpenseSummaryEventsAmt
Net Income Summary-$204,055NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
James M Johnson
CEO$254,360$0$0$0$1,457$0$7,312$0$31,067$0$294,196$0$0$0
Jennifer Janik
CFO$136,099$0$0$0$5,210$0$4,549$0$18,040$0$163,898$0$0$0
Jack Everly
Pops Conductor$242,074$0$0$0$4,788$0$2,931$0$10,489$0$260,282$0$0$0
Kevin Lin
Concertmaster$238,110$0$2,077$0$36$0$7,269$0$17,113$0$264,605$0$0$0
Stephanie Hays Hussoni
VP of Development$149,719$0$0$0$315$0$4,552$0$1,994$0$156,580$0$0$0
Ed Parsons
VP of Artistic$143,956$0$0$0$210$0$4,462$0$24,288$0$172,916$0$0$0
Christopher Williams
Stage Manager$126,801$0$0$0$90$0$4,019$0$32,520$0$163,430$0$0$0

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution18ContributionCnt
Noncash Contributions Rpt F990$96,371NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - Selling PriceMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Printing2$42,715Cost
Yes (X)Beverages7$7,874Cost
Yes (X)Instruments4$3,250Cost
Yes (X)IT Equipment1$5,780Cost
Yes (X)Food1$840Cost
Yes (X)cough drops1$1,200Cost
Yes (X)Signage1$4,500Cost
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationSecurities - Publicly traded - Number of Contributions Other - Printing Number of Contributions Other - Beverages Number of Contributions Other - Instruments Number of Contributions Books and publications - Number of Contributions Other - IT Equipment number of contributions Other - Food number of contributions Other - cough drops number of contributions Other - Signage number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2 SECTION A, LINE 2AS PART OF THE CONFLICT OF INTEREST PROCESS, BOARD MEMBERS AND MANAGEMENT EMPLOYEES ARE ASKED TO DISCLOSE ANY DIRECT BUSINESS RELATIONSHIPS. THESE RELATIONSHIPS ARE REVIEWED TO ENSURE THAT ADEQUATE APPROVALS ARE SECURED FOR BUSINESS RELATIONSHIPS WITH THE ORGANIZATION, AND THAT BUSINESS RELATIONSHIPS BETWEEN BOARD MEMBERS DO NOT IMPACT THE GOVERNANCE STRUCTURE OF THE ORGANIZATION.
Form 990, Part VI, Line 8b Executive committeeThe Society has an executive committee with the authority to act on behalf of the governing body.
Form 990, Part VI, Line 15b Other Officer CompensationCompensation for the Executive Leadership Team is determined by the CEO based on performance, scope and responsibilities of the job, as well as comparison to comparable positions from the League of American Orchestras annual survey, at the time of hire. this process is not documented.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsPhilip Kenney - Business relationship, Karen Ann Lloyd - Business relationship, Greg Loewen - Business relationship, Lucia Mar - Business relationship, Steven Rake - Business relationship, David Wilcox - Business relationship, James C. Zink - Business relationship
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyINDIVIDUAL MEMBERS ARE THOSE WHO DONATE TO THE INDIANA SYMPHONY SOCIETY, INC. (SOCIETY) PER YEAR $100 OR MORE, AND CORPORATE MEMBERS ARE THOSE WHO DONATE TO THE SOCIETY PER YEAR $250 OR MORE. EVERY INDIVIDUAL MEMBER DONATING TO THE SOCIETY $500 OR MORE AND CORPORATE MEMBERS DONATING TO THE SOCIETY $1,000 OR MORE TO THE ANNUAL OPERATING FUND OF THE SOCIETY SHALL HAVE THE RIGHT AT THE ANNUAL MEETING OR SPECIAL MEETINGS OF THE MEMBERS OF THE SOCIEY TO ONE (1) VOTE FOR EACH MEMBERSHIP STANDING IN THAT NAME ON THE BOOKS OF THE SOCIETY. MEMBER ELECTED DIRECTORS ARE ELECTED BY THE VOTING MEMBERS OF THE SOCIETY AT THE ANNUAL MEETING OF THE SOCIETY. CANDIDATES FOR ELECTION AS MEMBER ELECTED DIRECTORS AT THE ANNUAL MEETING OF THE MEMBERS OF THE SOCIETY SHALL BE NOMINATED BY A BOARD AFFAIRS COMMITTEE OF THE BOARD. ANY GROUP OF FIVE (5) OR MORE VOTING MEMBERS OF THE SOCIETY MAY ALSO NOMINATE CANDIDATES FOR THE BOARD.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE SOCIETY HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE AUDIT COMMITTEE. A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS ELECTRONICALLY PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policyTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO ALL BOARD MEMBERS AND MANAGEMENT WITH SPENDING AUTHORITY. IN ADDITION, EACH PERSON IS REQUIRED TO SIGN AND RETURN A FORM INDICATING THEY HAVE READ THE POLICY AND DISCLOSED ANY CONFLICTS OF INTEREST. ALL CONFLICTS ARE FIRST BROUGHT TO THE AUDIT CHAIR FOR REVIEW, THEN TO THE COMMITTEE WHERE NECESSARY ACTION WILL BE DECIDED IF THE CONFLICT IS DEEMED TO BE MATERIAL.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialCOMPENSATION FOR THE CEO AND IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF THE INDIANAPOLIS SYMPHONY ORCHESTRA and the executive leadership team. This process is performed and documented on an annual basis.
Form 990, Part VI, Line 19 Required documents available to the publicThe Organization makes its form 990 available for public inspection as required under section 6104 of the Internal Revenue Code. The return is available on guidestar.org and other similar types of websites. In addition, the financial statements, conflict of interest policy, articles of incorporation, Form 990, and by-laws are also available upon written request or by calling the organization directly.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesPension Liability Adjustment - 927593;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1INDIANAPOLIS SYMPHONY ORCHESTRA FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 EAST WASHINGTON STAddressLine1Txt
Address Line2NO 600AddressLine2Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
EIN351812636EIN
Primary ActivitiesFINANCIAL SUPPORT OF INDIANA SYMPHONY SOCIETYPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status11PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

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