INDIANA SYMPHONY SOCIETY INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
INDIANA SYMPHONY SOCIETY INC (EIN 35-0998627)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-06-29
IRS object ID
202211809349301751
Schema version
2020v4.2
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)
Return2022-06-29T13:56:07-05:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351178661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112800 N MERIDIAN ST STE 400AddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-09-01TaxPeriodBeginDt

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 NO 600AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462042919ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER JANIKPersonNm
Person TitleCFOPersonTitleTxt
Phone3172627092PhoneNum
Signature2022-06-29SignatureDt
Discuss With Paid PreparerYes (1)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 PersonANGELA N CRAWFORD CPAPreparerPersonNm
PTINP00573197PTIN
Phone3178488920PhoneNum
Preparation2022-06-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJENNIFER JANIKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 EAST WASHINGTON STREET NO 600AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462042919ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,119,329GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
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 Body40VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee347TotalEmployeeCnt
Total Volunteers114TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$13,408,231PYContributionsGrantsAmt
CY Contributions Grants$24,354,181CYContributionsGrantsAmt
PY Program Service Revenue$5,823,750PYProgramServiceRevenueAmt
CY Program Service Revenue$2,536,299CYProgramServiceRevenueAmt
PY Investment Income$2,869PYInvestmentIncomeAmt
CY Investment Income-$68,263CYInvestmentIncomeAmt
PY Other Revenue-$75,278PYOtherRevenueAmt
CY Other Revenue-$271,277CYOtherRevenueAmt
PY Total Revenue$19,159,572PYTotalRevenueAmt
CY Total Revenue$26,550,940CYTotalRevenueAmt
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$11,532,367PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,208,645CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$35,766PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$53,277CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,005,011CYTotalFundraisingExpenseAmt
PY Other Expenses$7,617,167PYOtherExpensesAmt
CY Other Expenses$6,074,402CYOtherExpensesAmt
PY Total Expenses$19,185,300PYTotalExpensesAmt
CY Total Expenses$9,336,324CYTotalExpensesAmt
PY Revenues Less Expenses-$25,728PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$17,214,616CYRevenuesLessExpensesAmt
Total Assets BOY$5,222,523TotalAssetsBOYAmt
Total Assets EOY$13,063,766TotalAssetsEOYAmt
Total Liabilities BOY$16,643,096TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,269,723TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$11,420,573NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,794,043NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,341,534ExpenseAmt
Revenue$2,482,480RevenueAmt
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 DANCCE KALEIDOSCOPE, THE INTERNATIONAL VIOLIN COMPETITION OF INDIANAPOLIS, AND THE AMERICAN PIANIISTS ASSOCIATION.Desc
Total Program Service Expenses$6,341,534TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document46IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee347EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members40GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADAM WHITEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3172627092PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 EAST WASHINGTON STREET NO 600AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462042919ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
YVONNE H SHAHEEN
CHAIR15.00Yes (X)Yes (X)$0$0$0
MICHAEL BECHER
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
GREG LOEWEN
TREASURER2.00Yes (X)Yes (X)$0$0$0
CHRISTINA BODUROW PHD
SECRETARY2.00Yes (X)Yes (X)$0$0$0
AHMED YOUNG
DIRECTOR2.00Yes (X)$0$0$0
ALICE K SCHLOSS
DIRECTOR2.00Yes (X)$0$0$0
ANN HAMPTON HUNT
DIRECTOR8.00Yes (X)$0$0$0
BRUCE MCCAW
DIRECTOR2.00Yes (X)$0$0$0
BRYAN BRENNER
DIRECTOR2.00Yes (X)$0$0$0
C DANIEL YATES
DIRECTOR2.00Yes (X)$0$0$0
CHERYL J DICK
DIRECTOR2.00Yes (X)$0$0$0
CHRISTOPHER SLAPAK
DIRECTOR2.00Yes (X)$0$0$0
CRAIG FENNEMAN
DIRECTOR2.00Yes (X)$0$0$0
DAVID MORGAN
DIRECTOR2.00Yes (X)$0$0$0
DAVID WILCOX
DIRECTOR2.00Yes (X)$0$0$0
ELOISE PAUL
DIRECTOR2.00Yes (X)$0$0$0
FRED WINTERS
DIRECTOR2.00Yes (X)$0$0$0
J ALBERT SMITH JR
DIRECTOR2.00Yes (X)$0$0$0
JACKIE NYTES
DIRECTOR2.00Yes (X)$0$0$0
JAMES C ZINK SR
DIRECTOR2.00Yes (X)$0$0$0
JAMIE ELLIS
DIRECTOR2.00Yes (X)$0$0$0
JOHN A BRATT
DIRECTOR2.00Yes (X)$0$0$0
KAREN ANN P LLOYD
DIRECTOR2.00Yes (X)$0$0$0
KAREN H MERSEREAU
DIRECTOR2.00Yes (X)$0$0$0
KIAMESHA COLOM
DIRECTOR2.00Yes (X)$0$0$0
LATONYA TUNER PHD
DIRECTOR2.00Yes (X)$0$0$0
LIZ KYZR
DIRECTOR2.00Yes (X)$0$0$0
MARIANNE WILLIAMS TOBIAS
DIRECTOR2.00Yes (X)$0$0$0
MARY ELLEN WEITEKAMP
DIRECTOR2.00Yes (X)$0$0$0
MORRIE MAURER
DIRECTOR2.00Yes (X)$0$0$0
PETE WARD
DIRECTOR2.00Yes (X)$0$0$0
PETER A MORSE JR
DIRECTOR2.00Yes (X)$0$0$0
PETER W HOWARD PHD
DIRECTOR2.00Yes (X)$0$0$0
PHIL KENNEY
DIRECTOR2.00Yes (X)$0$0$0
RALPH V WILHELM
DIRECTOR2.00Yes (X)$0$0$0
SARAH STUDZINSKI
DIRECTOR2.00Yes (X)$0$0$0
STEVE RAKE
DIRECTOR2.00Yes (X)$0$0$0
TRENT COWLES
DIRECTOR2.00Yes (X)$0$0$0
WILLIAM H LANDSCHULZ
DIRECTOR2.00Yes (X)$0$0$0
JAMES M JOHNSON
CEO37.50Yes (X)Yes (X)$199,290$0$38,241
JACK EVERLY
POPS CONDUCTOR37.50$151,806$0$16,049Yes (X)
KRZYSZTOF URBANSKI
MUSIC DIRECTOR & CLASSICAL CONDUCTOR37.50$217,615$0$2,813Yes (X)
BETH OUTLAND
VP OF COMMUNITY ENGAGEMENT37.50$101,431$0$27,133Yes (X)
CASEY CHELL
VP OF DEVELOPMENT37.50$108,062$0$16,238Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$778,204TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$100,474TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BARNES & THORNBURG
11S MERIDIAN STINDIANAPOLISIN46204LEGAL$203,102
PRINTING PARTNERS
929 W 16TH STINDIANAPOLISIN46202PRINTING$122,956
ELSEWHEN TECHNOLOGY
1429 S MAIN STKOKOMOIN46902INFORMATION TECHNOLOGY$122,194
TESSITURA NETWORK INC
PO BOX 222234DALLASTX75222SOFTWARE LICENSING/CONSULTING$104,701
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Fundraising$91,658FundraisingAmt
Related Organizations$5,737,047RelatedOrganizationsAmt
Government Grants$10,463,722GovernmentGrantsAmt
All Other Contributions$8,061,754AllOtherContributionsAmt
Noncash Contributions$715,005NoncashContributionsAmt
Total Contributions$24,354,181TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TICKET SALES & FEES INCOME900099$2,486,299$2,486,299
FOUNDATION SERVICE FEE900099$50,000$50,000
FieldValueIRS element (for citing)
Total Program Service Revenue$2,536,299TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$64TotalRevenueColumnAmt
Exclusion$64ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$188,022RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$434,061RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$246,039RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$246,039TotalRevenueColumnAmt
Exclusion-$246,039ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$68,327OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$68,327OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$68,327TotalRevenueColumnAmt
Related Or Exempt Func Income-$68,327RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$91,658ContriRptFundraisingEventAmt
Fundraising Direct Expenses$39,746FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$39,746TotalRevenueColumnAmt
Exclusion-$39,746ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$26,283GrossSalesOfInventoryAmt
Cost Of Goods Sold$26,255CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$28TotalRevenueColumnAmt
Related Or Exempt Func Income$28RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$14,480TotalRevenueColumnAmt
Related Or Exempt Func Income$14,480RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$14,480OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,550,940TotalRevenueColumnAmt
Related Or Exempt Func Income$2,482,480RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$285,721ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$384,602TotalAmt
Program Services$132,016ProgramServicesAmt
Management And General$252,586ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,332,863TotalAmt
Program Services$2,599,526ProgramServicesAmt
Management And General$264,991ManagementAndGeneralAmt
Fundraising$468,346FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total-$2,306,339TotalAmt
Program Services-$2,330,408ProgramServicesAmt
Management And General$12,635ManagementAndGeneralAmt
Fundraising$11,434FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,524,578TotalAmt
Program Services$1,243,484ProgramServicesAmt
Management And General$147,565ManagementAndGeneralAmt
Fundraising$133,529FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$272,941TotalAmt
Program Services$185,074ProgramServicesAmt
Management And General$46,127ManagementAndGeneralAmt
Fundraising$41,740FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$446,125TotalAmt
Management And General$446,125ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,200TotalAmt
Management And General$35,200ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$53,277TotalAmt
Fundraising$53,277FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$527,642TotalAmt
Program Services$287,125ProgramServicesAmt
Management And General$125,965ManagementAndGeneralAmt
Fundraising$114,552FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$250,668TotalAmt
Program Services$250,668ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$632,057TotalAmt
Program Services$245,315ProgramServicesAmt
Management And General$316,806ManagementAndGeneralAmt
Fundraising$69,936FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,573,459TotalAmt
Program Services$1,499,224ProgramServicesAmt
Management And General$37,118ManagementAndGeneralAmt
Fundraising$37,117FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,569TotalAmt
Program Services$2,272ProgramServicesAmt
Management And General$658ManagementAndGeneralAmt
Fundraising$639FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,915TotalAmt
Program Services$1,008ProgramServicesAmt
Management And General$907ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$56,435TotalAmt
Management And General$56,435ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$479,202TotalAmt
Program Services$456,320ProgramServicesAmt
Management And General$11,441ManagementAndGeneralAmt
Fundraising$11,441FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$154,377TotalAmt
Program Services$42,662ProgramServicesAmt
Management And General$111,715ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
GENERAL PRODUCTION$1,054,045$1,054,045
GUEST ARTISTS$406,500$406,500
MUSIC ROYALTIES$83,158$83,158
CONCERT HOSPITALITY$37,995$37,706$289

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$332,055TotalAmt
Program Services$145,839ProgramServicesAmt
Management And General$123,216ManagementAndGeneralAmt
Fundraising$63,000FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,336,324TotalAmt
Program Services$6,341,534ProgramServicesAmt
Management And General$1,989,779ManagementAndGeneralAmt
Fundraising$1,005,011FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$461,317BOYAmt
EOY$6,241,906EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,154,924BOYAmt
EOY$3,680,411EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$32,379BOYAmt
EOY$536,336EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$13,061BOYAmt
EOY$11,343EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$425,039BOYAmt
EOY$413,334EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,262,544LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,146,519LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,062,989BOYAmt
EOY$2,116,025EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$72,814BOYAmt
EOY$64,411EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,222,523BOYAmt
EOY$13,063,766EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$962,464BOYAmt
EOY$1,582,600EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,610,246BOYAmt
EOY$1,642,869EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$7,043,141BOYAmt
EOY$2,623,120EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,027,245BOYAmt
EOY$1,421,134EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,643,096BOYAmt
EOY$7,269,723EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$13,492,487BOYAmt
EOY$2,503,107EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,071,914BOYAmt
EOY$3,290,936EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$11,420,573BOYAmt
EOY$5,794,043EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,222,523BOYAmt
EOY$13,063,766EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$17,214,616ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$14,952,874CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,798,178CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,062,869CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,408,231CurrentTaxYearMinus1YearAmt
Current Tax Year$24,354,181CurrentTaxYearAmt
Total$83,576,333TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,952,874CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,798,178CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,062,869CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,408,231CurrentTaxYearMinus1YearAmt
Current Tax Year$24,354,181CurrentTaxYearAmt
Total$83,576,333TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,425,331SubstantialContributorsTotAmt
Public Support Total170$78,151,002PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$347,955CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$345,466CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$282,139CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$186,579CurrentTaxYearMinus1YearAmt
Current Tax Year$188,086CurrentTaxYearAmt
Total$1,350,225TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$178,359CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$144,753CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$144,707CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$110,633CurrentTaxYearMinus1YearAmt
Total$578,452TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58,452CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,111CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$23,629CurrentTaxYearMinus1YearAmt
Current Tax Year$14,480CurrentTaxYearAmt
Total$106,672TotalAmt
FieldValueIRS element (for citing)
Total Support$85,611,682TotalSupportAmt
Gross Receipts Rltd Activities$42,215,181GrossReceiptsRltdActivitiesAmt
Public Support CY1700.91290PublicSupportCY170Pct
Public Support PY1700.79150PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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$37,571,663BeginningYearBalanceAmt
Contributions$55,997ContributionsAmt
Investment Earnings Or Losses$3,743,298InvestmentEarningsOrLossesAmt
End Year Balance$41,370,958EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,461,941BeginningYearBalanceAmt
Contributions$12,500ContributionsAmt
Investment Earnings Or Losses$1,599,437InvestmentEarningsOrLossesAmt
Other Expenditures$427,489OtherExpendituresAmt
End Year Balance$35,646,389EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.81500PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.18500TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,807,207OtherCostOrOtherBasisAmt
Depreciation$8,682,641DepreciationAmt
Book Value$1,124,566BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,337,657OtherCostOrOtherBasisAmt
Depreciation$5,463,878DepreciationAmt
Book Value$873,779BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$117,680OtherCostOrOtherBasisAmt
Book Value$117,680BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,116,025TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
OTHER LIABILITIES$42,083
PENSION LIABILITY$969,512
GIFT CERTIFICATES$334,214
ACCRUED RENT$75,325
FieldValueIRS element (for citing)
Total Liability$1,421,134TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$27,023,900TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$27,023,900RevenueSubtotalAmt
Other Revenues Not Included-$472,960OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$472,960RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$26,550,940TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,809,280TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$472,956OtherExpensesIncludedAmt
Expenses Not Reported$472,956ExpensesNotReportedAmt
Expenses Subtotal$9,336,324ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,336,324TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO SUPPORT THE INDIANA SYMPHONY SOCIETY, INC.
PART X, LINE 2:THE SOCIETY IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE 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 FISCAL 2021 AND 2020. 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, 2021 AND 2020, 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 NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE SOCIETY HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH AUGUST 31, 2020. 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).
PART XI, LINE 4B - OTHER ADJUSTMENTS:TENANT EXPENSES -433,214. FUNDRAISING & GAMING EXPENSES -39,746.
PART XII, LINE 2D - OTHER ADJUSTMENTS:TENANT EXPENSES 433,210. FUNDRAISING & GAMING EXPENSES 39,746.

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 (1)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 Line1324 EAST WISCONSIN AVENUE STE 1220AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
ActivityTELEFUNDINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$205,458GrossReceiptsAmt
Retained By Contractor$53,277RetainedByContractorAmt
Net To Organization$152,181NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$205,458TotalGrossReceiptsAmt
Total Retained By Contractors$53,277TotalRetainedByContractorsAmt
Total Net To Organization$152,181TotalNetToOrganizationAmt
Licensed StatesINLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Other Direct Expenses Event1$2,000OtherDirectExpensesEvent1Amt
Event2MAESTRO OPENEvent2Nm
Gross Receipts Event2$91,658GrossReceiptsEvent2Amt
Charitable Contri Event2$91,658CharitableContriEvent2Amt
Food And Beverage Event2$12,292FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$25,454OtherDirectExpensesEvent2Amt
Gross Receipts Total$91,658GrossReceiptsTotalAmt
Charitable Contributions Tot$91,658CharitableContributionsTotAmt
Food And Beverage Total Events$12,292FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$27,454OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$39,746DirectExpenseSummaryEventsAmt
Net Income Summary-$39,746NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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$197,966$0$0$0$1,324$0$4,456$0$33,785$0$237,531$0$0$0
KRZYSZTOF URBANSKI
MUSIC DIRECTOR & CLASSICAL CONDUCTOR$217,615$0$0$0$0$0$2,813$0$0$0$220,428$0$0$0
JACK EVERLY
POPS CONDUCTOR$149,139$0$0$0$2,667$0$3,106$0$12,943$0$167,855$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE J, PART IIFormAndLineReferenceDesc
ExplanationWAGES REPORTED ARE BASED ON 2020 CALENDAR YEAR.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution41ContributionCnt
Noncash Contributions Rpt F990$634,058NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$578NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)PRINTING2$34,633COST
Yes (X)FUNDRAISING1$31,736COST
Yes (X)INSTRUMENTS2$8,500COST
Yes (X)SIGNAGE1$5,000COST
Yes (X)COOLERS1$500COST
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationA BROKERAGE FIRM IS USED TO SELL ALL STOCK THAT IS DONATED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, 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, SECTION A, LINE 7AINDIVIDUAL 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, SECTION B, LINE 11BTHE 990 IS REVIEWED BY THE AUDIT COMMITTEE. A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR THE CEO AND DEPARTMENT HEADS ARE DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF THE INDIANAPOLIS SYMPHONY ORCHESTRA
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON VERBAL OR WRITTEN REQUEST.
FORM 990, PART VII, SECTION ACOMPENSATION IN PART VII, SECTION A IS REPORTED BASED ON 2020 CALENDAR YEAR END.
FORM 990, PART XII, LINE 2CTHE ORGANIZATION MAINTAINS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.

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 ST NO 600AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
EIN351812636EIN
Primary ActivitiesFINANCIAL SUPPORT OF INDIANA SYMPHONY SOCIETYPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section510(C)(3)ExemptCodeSectionTxt
Public Charity Status11CPublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1INDIANAPOLIS SYMPHONY ORCHESTRA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$5,737,047InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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