INDIANA SYMPHONY SOCIETY INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
INDIANA SYMPHONY SOCIETY INC (EIN 35-0998627)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-07-17
IRS object ID
202301989349302660
Schema version
2021v4.2
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)
Return2023-07-17T22:30:43+00:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt

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 Begin2021-09-01TaxPeriodBeginDt

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
Signature2023-07-17SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJennifer BurkePreparerPersonNm
PTINP01342224PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2021TaxYr
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$23,547,263GrossReceiptsAmt
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 Body38VotingMembersGoverningBodyCnt
Voting Members Independent38VotingMembersIndependentCnt
Total Employee393TotalEmployeeCnt
Total Volunteers142TotalVolunteersCnt
Total Gross UBI$54,507TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$24,354,181PYContributionsGrantsAmt
CY Contributions Grants$15,455,965CYContributionsGrantsAmt
PY Program Service Revenue$2,536,299PYProgramServiceRevenueAmt
CY Program Service Revenue$7,219,691CYProgramServiceRevenueAmt
PY Investment Income-$68,263PYInvestmentIncomeAmt
CY Investment Income-$53,827CYInvestmentIncomeAmt
PY Other Revenue-$271,277PYOtherRevenueAmt
CY Other Revenue$18,018CYOtherRevenueAmt
PY Total Revenue$26,550,940PYTotalRevenueAmt
CY Total Revenue$22,639,847CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,208,645PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,188,244CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$53,277PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$97,257CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,113,983CYTotalFundraisingExpenseAmt
PY Other Expenses$6,074,402PYOtherExpensesAmt
CY Other Expenses$10,858,166CYOtherExpensesAmt
PY Total Expenses$9,336,324PYTotalExpensesAmt
CY Total Expenses$24,143,667CYTotalExpensesAmt
PY Revenues Less Expenses$17,214,616PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,503,820CYRevenuesLessExpensesAmt
Total Assets BOY$13,063,766TotalAssetsBOYAmt
Total Assets EOY$10,989,089TotalAssetsEOYAmt
Total Liabilities BOY$7,269,723TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,698,863TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,794,043NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,290,226NetAssetsOrFundBalancesEOYAmt
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$20,816,199ExpenseAmt
Revenue$7,577,226RevenueAmt
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, HAPPY HOUR AT THE SYMPHONY, 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$20,816,199TotalProgramServiceExpensesAmt
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 AssetsfalseReportOtherAssetsInd
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 FundraisingYes (true)ProfessionalFundraisingInd
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 Document133IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee393EmployeeCnt
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 Members38GoverningBodyVotingMembersCnt
Independent Voting Member38IndependentVotingMemberCnt
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 CEOfalseCompensationProcessCEOInd
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 (52 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
Vice Chair (Began Jan 2022)2.0Yes (X)Yes (X)$0$0$0
Jamie Ellis
Treasurer (Jan 2022 - May 2022)2.0Yes (X)Yes (X)$0$0$0
Peter W Howard PHD
Treasurer (Began May 2022)2.0Yes (X)Yes (X)$0$0$0
Yvonne H Shaheen
Chair15.0Yes (X)Yes (X)$0$0$0
Alice K Schloss
Director2.0Yes (X)$0$0$0
Ann Hampton Hunt
Director (Through Jan 2021)2.0Yes (X)$0$0$0
Brian Smith
Director2.0Yes (X)$0$0$0
Bruce McCaw
Director2.0Yes (X)$0$0$0
Bryan Brenner
Director2.0Yes (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 Morgan
Director (Through Jan 2021)2.0Yes (X)$0$0$0
David Wilcox
Director2.0Yes (X)$0$0$0
Diane Evans
Director2.0Yes (X)$0$0$0
Eloise Paul
Director2.0Yes (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 A Bratt
Director2.0Yes (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
Director2.0Yes (X)$0$0$0
Mery Ellen Weitekamp
Director (Through Jan 2021)2.0Yes (X)$0$0$0
Michael Becher
Director2.0Yes (X)$0$0$0
Morrie Maurer
Director (Through Jan 2021)2.0Yes (X)$0$0$0
Natalie Furney
Director2.0Yes (X)$0$0$0
Pete Ward
Director (Through Jan 2021)2.0Yes (X)$0$0$0
Peter A Morse Jr
Director2.0Yes (X)$0$0$0
Phil Kenney
Director2.0Yes (X)$0$0$0
Ralph V Wihelm
Director2.0Yes (X)$0$0$0
Robert J Goulet MD
Director2.0Yes (X)$0$0$0
Sarah Studzinski
Director2.0Yes (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
Trent Cowles
Director (Through Jan 2021)2.0Yes (X)$0$0$0
William H Landschulz
Director (Through Jan 2021)2.0Yes (X)$0$0$0
Yecenia Tostado
Director2.0Yes (X)$0$0$0
James M Johnson
CEO37.5Yes (X)$210,387$0$39,327
Jennifer Janik
CFO (began Nov 2021)37.5Yes (X)$11,133$0$1,058
Jack Everly
Pops Conductor37.5$194,407$0$14,615Yes (X)
Kevin Lin
Concertmaster37.5$119,731$0$21,740Yes (X)
Larry Baysinger
VP of Human Resources37.5$101,826$0$19,853Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$637,484TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$96,593TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Barnes & Thornburg
11 South Meridian StreetIndianapolisIN46204Legal Services$714,990
Pickett and Associates LLC
6618 Rushing RiverNoblesvilleIN46062Consulting Services$173,959
Elsewhen Technology
1429 South Main StreetKokomoIN46902Information Technology$172,043
TeleUnique
5733 Oak AvenueIndianapolisIN46219Telemarketing$130,053
Printing Partners Inc
929 W 16th StreetIndianapolisIN46202Printing Services$110,288
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$335,899FundraisingAmt
Related Organizations$5,880,307RelatedOrganizationsAmt
Government Grants$3,584,173GovernmentGrantsAmt
All Other Contributions$5,655,586AllOtherContributionsAmt
Noncash Contributions$289,359NoncashContributionsAmt
Total Contributions$15,455,965TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescTICKET SALES & FEES INCOMEDesc
Business900099BusinessCd
Total Revenue Column$7,219,691TotalRevenueColumnAmt
Related Or Exempt Func Income$7,219,691RelatedOrExemptFuncIncomeAmt

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$7,219,691TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$79TotalRevenueColumnAmt
Exclusion$79ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$202,329RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$484,061RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$281,732RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$281,732TotalRevenueColumnAmt
Exclusion-$281,732ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$53,906OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other-$53,906OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$53,906TotalRevenueColumnAmt
Exclusion-$53,906ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$74,165FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$335,899ContriRptFundraisingEventAmt
Fundraising Direct Expenses$187,707FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$113,542TotalRevenueColumnAmt
Exclusion-$113,542ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$1,300GamingGrossIncomeAmt
Gaming Direct Expenses$50GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,250TotalRevenueColumnAmt
Exclusion$1,250ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$455,371GrossSalesOfInventoryAmt
Cost Of Goods Sold$181,692CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$273,679TotalRevenueColumnAmt
Related Or Exempt Func Income$273,679RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS INCOME900099$33,856$33,856
Program Advertising541800$54,507$54,507
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$138,363OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,639,847TotalRevenueColumnAmt
Related Or Exempt Func Income$7,577,226RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$54,507UnrelatedBusinessRevenueAmt
Exclusion-$447,851ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$626,289TotalAmt
Program Services$289,111ProgramServicesAmt
Management And General$337,178ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$9,484,835TotalAmt
Program Services$8,480,471ProgramServicesAmt
Management And General$473,397ManagementAndGeneralAmt
Fundraising$530,967FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,006,835TotalAmt
Program Services$970,724ProgramServicesAmt
Management And General$21,819ManagementAndGeneralAmt
Fundraising$14,292FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,295,331TotalAmt
Program Services$1,144,637ProgramServicesAmt
Management And General$91,051ManagementAndGeneralAmt
Fundraising$59,643FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$774,954TotalAmt
Program Services$666,717ProgramServicesAmt
Management And General$65,398ManagementAndGeneralAmt
Fundraising$42,839FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$171,365TotalAmt
Management And General$171,365ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$55,050TotalAmt
Management And General$55,050ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$97,257TotalAmt
Fundraising$97,257FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$806,506TotalAmt
Program Services$492,449ProgramServicesAmt
Management And General$225,231ManagementAndGeneralAmt
Fundraising$88,826FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$684,136TotalAmt
Program Services$684,136ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,265,768TotalAmt
Program Services$716,146ProgramServicesAmt
Management And General$466,283ManagementAndGeneralAmt
Fundraising$83,339FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$87,916TotalAmt
Program Services$57,007ProgramServicesAmt
Management And General$21,690ManagementAndGeneralAmt
Fundraising$9,219FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,817,814TotalAmt
Program Services$1,735,442ProgramServicesAmt
Management And General$41,186ManagementAndGeneralAmt
Fundraising$41,186FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$189,064TotalAmt
Program Services$120,939ProgramServicesAmt
Management And General$47,367ManagementAndGeneralAmt
Fundraising$20,758FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,753TotalAmt
Program Services$6,751ProgramServicesAmt
Management And General$1,483ManagementAndGeneralAmt
Fundraising$6,519FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$7,381TotalAmt
Management And General$7,381ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$441,867TotalAmt
Program Services$427,353ProgramServicesAmt
Management And General$7,257ManagementAndGeneralAmt
Fundraising$7,257FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$127,535TotalAmt
Program Services$25,578ProgramServicesAmt
Management And General$101,957ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
GENERAL PRODUCTION$2,187,514$2,187,514
GUEST ARTISTS$1,881,216$1,881,216
CONCERT FRONT OF HOUSE$247,161$247,161
CONCERT HOSPITALITY$249,256$247,338$1,918

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$623,864TotalAmt
Program Services$435,509ProgramServicesAmt
Management And General$76,474ManagementAndGeneralAmt
Fundraising$111,881FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,143,667TotalAmt
Program Services$20,816,199ProgramServicesAmt
Management And General$2,213,485ManagementAndGeneralAmt
Fundraising$1,113,983FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,241,906BOYAmt
EOY$5,479,037EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$39,420EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,680,411BOYAmt
EOY$2,690,183EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$536,336BOYAmt
EOY$103,749EOYAmt

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$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$11,343BOYAmt
EOY$11,634EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$413,334BOYAmt
EOY$895,218EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,688,120LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,972,839LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,116,025BOYAmt
EOY$1,715,281EOYAmt

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$64,411BOYAmt
EOY$54,567EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,063,766BOYAmt
EOY$10,989,089EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,582,600BOYAmt
EOY$1,827,717EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,718,194BOYAmt
EOY$2,755,832EOYAmt

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$2,623,120BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,345,809BOYAmt
EOY$2,115,314EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,269,723BOYAmt
EOY$6,698,863EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,503,107BOYAmt
EOY$1,571,880EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,290,936BOYAmt
EOY$2,718,346EOYAmt

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$5,794,043BOYAmt
EOY$4,290,226EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,063,766BOYAmt
EOY$10,989,089EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,503,820ReconcilationRevenueExpnssAmt
Prior Period Adjustments$3PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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 RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

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$15,798,178CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,062,869CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,408,231CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,354,181CurrentTaxYearMinus1YearAmt
Current Tax Year$15,455,965CurrentTaxYearAmt
Total$84,079,424TotalAmt

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$15,798,178CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,062,869CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,408,231CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,354,181CurrentTaxYearMinus1YearAmt
Current Tax Year$15,455,965CurrentTaxYearAmt
Total$84,079,424TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$37,384,462SubstantialContributorsTotAmt
Public Support Total170$46,694,962PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$345,466CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$282,139CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$186,579CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$188,086CurrentTaxYearMinus1YearAmt
Current Tax Year$202,408CurrentTaxYearAmt
Total$1,204,678TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$144,753CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$144,707CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$110,633CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$54,507CurrentTaxYearAmt
Total$454,600TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,111CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,629CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,480CurrentTaxYearMinus1YearAmt
Current Tax Year$33,856CurrentTaxYearAmt
Total$82,076TotalAmt
FieldValueIRS element (for citing)
Total Support$85,820,778TotalSupportAmt
Gross Receipts Rltd Activities$38,112,564GrossReceiptsRltdActivitiesAmt
Public Support CY1700.5441PublicSupportCY170Pct
Public Support PY1700.9129PublicSupportPY170Pct
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 - 10111.0, COLUMN B - 0.0, COLUMN C - 23629.0, COLUMN D - 14480.0, COLUMN E - 33856.0, COLUMN F - 82076.0;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$41,370,958BeginningYearBalanceAmt
Contributions$1,550ContributionsAmt
Investment Earnings Or Losses$422,930InvestmentEarningsOrLossesAmt
Other Expenditures$624,405OtherExpendituresAmt
End Year Balance$41,171,033EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$35,646,389BeginningYearBalanceAmt
Contributions$111,000ContributionsAmt
Investment Earnings Or Losses$1,103,191InvestmentEarningsOrLossesAmt
Other Expenditures$422,983OtherExpendituresAmt
End Year Balance$36,437,597EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.819PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.181TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$0BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$4,491,689OtherCostOrOtherBasisAmt
Depreciation$3,349,087DepreciationAmt
Book Value$1,142,602BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$5,196,431OtherCostOrOtherBasisAmt
Depreciation$4,623,752DepreciationAmt
Book Value$572,679BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,715,281TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
OTHER LIABILITIES$89,481
PENSION LIABILITY$1,732,330
GIFT CERTIFICATES$293,503
FieldValueIRS element (for citing)
Total Liability$2,115,314TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$23,311,665TotalRevEtcAuditedFinclStmtAmt
Other Revenue$671,818OtherRevenueAmt
Revenue Not Reported$671,818RevenueNotReportedAmt
Revenue Subtotal$22,639,847RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$22,639,847TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,815,485TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$671,818OtherExpensesIncludedAmt
Expenses Not Reported$671,818ExpensesNotReportedAmt
Expenses Subtotal$24,143,667ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$24,143,667TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 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 2022 and 2021. 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, 2022 and 2021, 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, 2021. 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 2(d) Other revenues in audited financial statements not in form 990Tenant Expenses - 484061 Fundraising & Gaming Expenses - 187757
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Tenant Expenses - 484061 Fundraising and Gaming Expenses - 187757

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1BENNETT DIRECTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 0015AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53201ZIPCd
FieldValueIRS element (for citing)
ActivityTELEFUNDINGActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$173,823GrossReceiptsAmt
Retained By Contractor$97,257RetainedByContractorAmt
Net To Organization$76,566NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$173,823TotalGrossReceiptsAmt
Total Retained By Contractors$97,257TotalRetainedByContractorsAmt
Total Net To Organization$76,566TotalNetToOrganizationAmt
Licensed StatesINLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GalaEvent1Nm
Gross Receipts Event1$325,169GrossReceiptsEvent1Amt
Charitable Contri Event1$251,004CharitableContriEvent1Amt
Gross Revenue Event1$74,165GrossRevenueEvent1Amt
Food And Beverage Event1$55,098FoodAndBeverageEvent1Amt
Entertainment Event1$46,290EntertainmentEvent1Amt
Other Direct Expenses Event1$52,259OtherDirectExpensesEvent1Amt
Event2Maestro OpenEvent2Nm
Gross Receipts Event2$84,895GrossReceiptsEvent2Amt
Charitable Contri Event2$84,895CharitableContriEvent2Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Food And Beverage Event2$11,400FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$22,660OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$410,064GrossReceiptsTotalAmt
Charitable Contributions Tot$335,899CharitableContributionsTotAmt
Gross Revenue Total Events$74,165GrossRevenueTotalEventsAmt
Food And Beverage Total Events$66,498FoodAndBeverageTotalEventsAmt
Entertainment Total Events$46,290EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$74,919OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$187,707DirectExpenseSummaryEventsAmt
Net Income Summary-$113,542NetIncomeSummaryAmt

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 (2 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$209,252$0$0$0$1,135$0$6,542$0$32,785$0$249,714$0$0$0
Jack Everly
Pops Conductor$194,407$0$0$0$0$0$3,710$0$10,905$0$209,022$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution31ContributionCnt
Noncash Contributions Rpt F990$208,679NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - FMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Printing2$37,303Cost
Yes (X)Beverages4$13,726Cost
Yes (X)Instruments4$29,650Cost
Yes (X)Books1$1Cost
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 Contributions Other - Beverages Contributions Other - Instruments Contributions Other - Books ContributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 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 15a Officer CompensationCOMPENSATION FOR THE CEO AND IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF THE INDIANAPOLIS SYMPHONY ORCHESTRA at the time of hire. This process is not documented.
Form 990, Part VI, Line 15b Other Officer CompensationCOMPENSATION FOR THE DEPARTMENT HEADS ARE DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF THE INDIANAPOLIS SYMPHONY ORCHESTRA 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, J. Albert Smith, Jr. - Business relationship, Sarah M Studzinski - Business relationship, David Wilcox - 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 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.

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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