INDIANA SYMPHONY SOCIETY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INDIANA SYMPHONY SOCIETY INC (EIN 35-0998627)
Tax period
2023-09-01 to 2024-08-31
Filed
2025-06-10
IRS object ID
202521619349300517
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-06-10T09:15:29+00:00ReturnTs
Tax Period End2024-08-31TaxPeriodEndDt

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 Begin2023-09-01TaxPeriodBeginDt

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
Signature2025-06-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJennifer BurkePreparerPersonNm
PTINP01342224PTIN
Phone3128997000PhoneNum
Preparation2025-06-10PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1James M JohnsonBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 EAST WASHINGTON STREET 600AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462042919ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$24,458,475GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.INDIANAPOLISSYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1937FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionThe Indianapolis Symphony Orchestra inspires and unites our community thorugh our musicActivityOrMissionDesc
Voting Members Governing Body36VotingMembersGoverningBodyCnt
Voting Members Independent36VotingMembersIndependentCnt
Total Employee506TotalEmployeeCnt
Total Volunteers204TotalVolunteersCnt
Total Gross UBI$68,200TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$13,990,599PYContributionsGrantsAmt
CY Contributions Grants$13,895,731CYContributionsGrantsAmt
PY Program Service Revenue$9,057,076PYProgramServiceRevenueAmt
CY Program Service Revenue$9,430,299CYProgramServiceRevenueAmt
PY Investment Income$44,627PYInvestmentIncomeAmt
CY Investment Income$85,094CYInvestmentIncomeAmt
PY Other Revenue-$6,374PYOtherRevenueAmt
CY Other Revenue-$60,366CYOtherRevenueAmt
PY Total Revenue$23,085,928PYTotalRevenueAmt
CY Total Revenue$23,350,758CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$14,151,095PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$15,493,573CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,934,990CYTotalFundraisingExpenseAmt
PY Other Expenses$10,931,242PYOtherExpensesAmt
CY Other Expenses$12,379,091CYOtherExpensesAmt
PY Total Expenses$25,082,337PYTotalExpensesAmt
CY Total Expenses$27,872,664CYTotalExpensesAmt
PY Revenues Less Expenses-$1,996,409PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,521,906CYRevenuesLessExpensesAmt
Total Assets BOY$12,835,394TotalAssetsBOYAmt
Total Assets EOY$8,991,393TotalAssetsEOYAmt
Total Liabilities BOY$9,613,984TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,583,699TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,221,410NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$407,694NetAssetsOrFundBalancesEOYAmt
MissionThe Indianapolis Symphony Orchestra inspires and unites our community through our music.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$23,482,149ExpenseAmt
Revenue$9,880,850RevenueAmt
DescTHE INDIANAPOLIS SYMPHONY ORCHESTRA IS THE LARGEST PERFORMING ARTS ORGANIZATION IN THE STATE OF INDIANA, PERFORMING A YEAR-ROUND SCHEDULE OF CONCERTS AND EDUCATION PROGRAMS. EACH SEASON, THE INDIANAPOLIS SYMPHONY ORCHESTRA PRESENTS A WIDE REPERTOIRE OF ORCHESTRAL MUSIC, INCLUDING COMMISSIONS OF NEW MUSIC, BOTH CLASSICAL AND POPS. CONCERTS INCLUDE PROGRAMS OF CLASSICAL MUSIC, SYMPHONIC POPS PERFORMANCES, FAMILY ORIENTED PROGRAMS, HOLIDAY PROGRAMS, UNCHARTED, THE OUTDOOR SUMMER SERIES AND MANY MORE. THE INDIANAPOLIS SYMPHONY ORCHESTRA IS DEDICATED TO LEADING THE FIELD IN MUSIC EDUCATION. SYMPHONY MUSICIANS AND STAFF CREATE PIONEERING LEARNING OPPORTUNITIES FOR PARTICIPANTS THROUGHOUT THE STATE THROUGH A VARIETY OF PROJECTS WHICH IMPACT STUDENTS AND ADULTS IN THE INDIANAPOLIS SYMPHONY ORCHESTRA'S LEARNING COMMUNITY. THE METROPOLITAN YOUTH ORCHESTRA WHICH IS A YOUTH AND FAMILY DEVELOPMENT PROGRAM OF THE LEARNING COMMUNITY USES THE LIFE SKILLS LEARNED IN MUSIC INSTRUCTION TO ENGAGE YOUTH IN ACTIVITIES THAT DISCOURAGE AT-RISK BEHAVIORS AND KEEP THEM COMMITTED TO STAYING IN SCHOOL. THE HISTORIC HILBERT CIRCLE THEATRE ON MONUMENT CIRCLE IN DOWNTOWN INDIANAPOLIS IS HOME TO THE INDIANAPOLIS SYMPHONY ORCHESTRA AND IS OWNED BY THE ORANGIZATION'S FOUNDATION. OUTSIDE THE THEATRE, THE INDIANAPOLIS SYMPHONY CAN BE HEARD LIVE IN SEVERAL INDIANA COMMUNITIES. AS A LEADING MEMBER OF THE ARTS COMMUNITY IN INDIANAPOLIS, THE INDIANAPOLIS SYMPHONY ORCHESTRA COLLABORATES ON A REGULAR BASIS WITH OTHER ARTS COMPANIES INCLUDING DANCE KALEIDOSCOPE, THE INTERNATIONAL VIOLIN COMPETITION OF INDIANAPOLIS, AND THE AMERICAN PIANIISTS ASSOCIATION.Desc
Total Program Service Expenses$23,482,149TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document219IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee506EmployeeCnt
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 Members36GoverningBodyVotingMembersCnt
Independent Voting Member36IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Christina Bodurow PHD
Secretary2.0Yes (X)Yes (X)$0$0$0
Eric Sutphin
Treasurer2.0Yes (X)Yes (X)$0$0$0
Greg Loewen
Chair2.0Yes (X)Yes (X)$0$0$0
Phil Kenney
Vice Chair2.0Yes (X)Yes (X)$0$0$0
Alexandra French
Director (as of Jan 2024)2.0Yes (X)$0$0$0
Alice K Schloss
Director2.0Yes (X)$0$0$0
Amy Kniffen
Director (as of Jan 2024)2.0Yes (X)$0$0$0
Brian Smith
Director (through Dec 2023)2.0Yes (X)$0$0$0
Bruce McCaw
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 Wilcox
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 Zink
Director (through Dec 2023)2.0Yes (X)$0$0$0
Jan Pierce
Director2.0Yes (X)$0$0$0
Justin Sufan
Director (as of Jan 2024)2.0Yes (X)$0$0$0
Karen Ann P Lloyd
Director2.0Yes (X)$0$0$0
Karen Mersereau
Director (through Dec 2023)2.0Yes (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
Matthew Gutwein
Director (as of Jan 2024)2.0Yes (X)$0$0$0
Michael Bercher
Director (through Dec 2023)2.0Yes (X)$0$0$0
Natalie Furney
Director2.0Yes (X)$0$0$0
Nicholas Schellinger
Director (as of Jan 2024)2.0Yes (X)$0$0$0
Peter A Morse Jr
Director2.0Yes (X)$0$0$0
Peter W Howard PHD
Director2.0Yes (X)$0$0$0
Samuel Rothstein
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
Tori Weyers
Director2.0Yes (X)$0$0$0
Yecenia Tostado
Director2.0Yes (X)$0$0$0
Yvonne H Shaheen
Director2.0Yes (X)$0$0$0
James M Johnson
CEO37.5Yes (X)$241,453$0$36,720
Jennifer Janik
CFO37.5Yes (X)$145,383$0$16,970
Jack Everly
Pops Conductor37.5$293,548$0$15,625Yes (X)
Christopher Williams
Stage Manager37.5$131,503$0$33,428Yes (X)
Ed Parsons
VP of Artistic37.5$148,588$0$14,708Yes (X)
Kevin Lin
Concertmaster37.5$255,596$0$23,767Yes (X)
Patrick Feeney
Stagehand37.5$109,298$0$40,067Yes (X)
Stephanie Hays Hussoni
VP of Development37.5$153,739$0$6,744Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,479,108TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$188,029TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K19IndivRcvdGreaterThan100KCnt
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/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Disney Concerts
500 South Buena Vista StreetBurbankCA91521Film Agency$246,087
Printing Partners Inc
929 W 16th StreetIndianapolisIN46202Printing Services$245,488
Jonas Productions Inc
8606 North 700 WestFountaintownIN46130Audio Services$185,154
Sim2k
6330 E 75th StIndianapolisIN46250IT Services$179,349
Creative Booking Agency
6 East 45th StreetNew YorkNY10017Artist Agency$160,88810th Floor
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K10CntrctRcvdGreaterThan100KCnt
Fundraising$294,863FundraisingAmt
Related Organizations$6,653,048RelatedOrganizationsAmt
Government Grants$103,138GovernmentGrantsAmt
All Other Contributions$6,844,682AllOtherContributionsAmt
Noncash Contributions$957,466NoncashContributionsAmt
Total Contributions$13,895,731TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescTICKET SALES & FEES INCOMEDesc
Business900099BusinessCd
Total Revenue Column$9,430,299TotalRevenueColumnAmt
Related Or Exempt Func Income$9,430,299RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$9,430,299TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$85,094TotalRevenueColumnAmt
Exclusion$85,094ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$46,329RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$491,028RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$444,699RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$444,699TotalRevenueColumnAmt
Exclusion-$444,699ExclusionAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$129,939FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$294,863ContriRptFundraisingEventAmt
Fundraising Direct Expenses$265,469FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$135,530TotalRevenueColumnAmt
Exclusion-$135,530ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$1,162GamingGrossIncomeAmt
Gaming Direct Expenses$50GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,112TotalRevenueColumnAmt
Exclusion$1,112ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$687,508GrossSalesOfInventoryAmt
Cost Of Goods Sold$351,170CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$336,338TotalRevenueColumnAmt
Related Or Exempt Func Income$336,338RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Program Advertising541800$68,200$68,200
MISCELLANEOUS INCOME900099$64,213$64,213
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$182,413OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,350,758TotalRevenueColumnAmt
Related Or Exempt Func Income$9,880,850RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$68,200UnrelatedBusinessRevenueAmt
Exclusion-$494,023ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$884,095TotalAmt
Program Services$382,685ProgramServicesAmt
Management And General$501,410ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,768,568TotalAmt
Program Services$9,577,365ProgramServicesAmt
Management And General$399,745ManagementAndGeneralAmt
Fundraising$791,458FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,223,916TotalAmt
Program Services$1,177,797ProgramServicesAmt
Management And General$24,554ManagementAndGeneralAmt
Fundraising$21,565FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,722,548TotalAmt
Program Services$1,509,877ProgramServicesAmt
Management And General$113,227ManagementAndGeneralAmt
Fundraising$99,444FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$894,446TotalAmt
Program Services$755,161ProgramServicesAmt
Management And General$74,156ManagementAndGeneralAmt
Fundraising$65,129FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$98,875TotalAmt
Management And General$98,875ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$64,024TotalAmt
Management And General$64,024ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,342,929TotalAmt
Program Services$566,861ProgramServicesAmt
Management And General$101,868ManagementAndGeneralAmt
Fundraising$674,200FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,010,281TotalAmt
Program Services$1,010,281ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,457,008TotalAmt
Program Services$650,030ProgramServicesAmt
Management And General$723,400ManagementAndGeneralAmt
Fundraising$83,578FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$142,760TotalAmt
Program Services$142,760ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,998,090TotalAmt
Program Services$1,911,994ProgramServicesAmt
Management And General$43,048ManagementAndGeneralAmt
Fundraising$43,048FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$25,843TotalAmt
Program Services$17,687ProgramServicesAmt
Management And General$4,471ManagementAndGeneralAmt
Fundraising$3,685FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$19,681TotalAmt
Program Services$11,164ProgramServicesAmt
Management And General$6,043ManagementAndGeneralAmt
Fundraising$2,474FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$354TotalAmt
Management And General$354ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$331,162TotalAmt
Program Services$323,314ProgramServicesAmt
Management And General$3,924ManagementAndGeneralAmt
Fundraising$3,924FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$186,626TotalAmt
Program Services$26,376ProgramServicesAmt
Management And General$160,250ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
GUEST ARTISTS$2,317,649$2,317,649
GENERAL PRODUCTION$1,883,171$1,883,171
CONCERT FRONT OF HOUSE$367,488$367,488
HOSPITALITY$324,361$312,933$11,428

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$808,789TotalAmt
Program Services$537,556ProgramServicesAmt
Management And General$124,748ManagementAndGeneralAmt
Fundraising$146,485FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$27,872,664TotalAmt
Program Services$23,482,149ProgramServicesAmt
Management And General$2,455,525ManagementAndGeneralAmt
Fundraising$1,934,990FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$863,247BOYAmt
EOY$1,466,668EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,034,451BOYAmt
EOY$33,007EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,740,683BOYAmt
EOY$1,979,798EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$414,382BOYAmt
EOY$19,135EOYAmt

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$282,692BOYAmt
EOY$252,692EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$9,003BOYAmt
EOY$31,061EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$735,767BOYAmt
EOY$538,792EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,271,829LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,711,048LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,645,405BOYAmt
EOY$1,560,781EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,109,764BOYAmt
EOY$3,109,459EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,835,394BOYAmt
EOY$8,991,393EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,447,045BOYAmt
EOY$1,370,822EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,211,643BOYAmt
EOY$3,104,169EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,955,296BOYAmt
EOY$4,108,708EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,613,984BOYAmt
EOY$8,583,699EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$232,552BOYAmt
EOY-$1,691,403EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,453,962BOYAmt
EOY$2,099,097EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,221,410BOYAmt
EOY$407,694EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,835,394BOYAmt
EOY$8,991,393EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,521,906ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$1,708,190OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,408,231CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,354,181CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,455,965CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,990,599CurrentTaxYearMinus1YearAmt
Current Tax Year$13,896,462CurrentTaxYearAmt
Total$81,105,438TotalAmt

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$13,408,231CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,354,181CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,455,965CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,990,599CurrentTaxYearMinus1YearAmt
Current Tax Year$13,896,462CurrentTaxYearAmt
Total$81,105,438TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$37,115,001SubstantialContributorsTotAmt
Public Support Total170$43,990,437PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$186,579CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$188,086CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$202,408CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$156,762CurrentTaxYearMinus1YearAmt
Current Tax Year$131,423CurrentTaxYearAmt
Total$865,258TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$110,633CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,507CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,475CurrentTaxYearMinus1YearAmt
Current Tax Year$68,200CurrentTaxYearAmt
Total$298,815TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,629CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,480CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,856CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$128,925CurrentTaxYearMinus1YearAmt
Current Tax Year$114,213CurrentTaxYearAmt
Total$315,103TotalAmt
FieldValueIRS element (for citing)
Total Support$82,584,614TotalSupportAmt
Gross Receipts Rltd Activities$34,067,115GrossReceiptsRltdActivitiesAmt
Public Support CY1700.5327PublicSupportCY170Pct
Public Support PY1700.5329PublicSupportPY170Pct
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 - 23629.0, COLUMN B - 14480.0, COLUMN C - 33856.0, COLUMN D - 78925.0, COLUMN E - 64213.0, COLUMN F - 215103.0; DESCRIPTION - FOUNDATION SERVICE FEE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 50000.0, COLUMN E - 50000.0, COLUMN F - 100000.0;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$40,995,548BeginningYearBalanceAmt
Contributions$2,750,000ContributionsAmt
Investment Earnings Or Losses$1,956,162InvestmentEarningsOrLossesAmt
Other Expenditures$669,203OtherExpendituresAmt
End Year Balance$45,032,507EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.8099PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.1901TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,721,021OtherCostOrOtherBasisAmt
Depreciation$3,687,419DepreciationAmt
Book Value$1,033,602BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,550,808OtherCostOrOtherBasisAmt
Depreciation$5,023,629DepreciationAmt
Book Value$527,179BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,560,781TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Right of Use Asset$3,103,137
OTHER ASSETS$6,322
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,109,459TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
OTHER LIABILITIES$102,083
PENSION LIABILITY$429,191
GIFT CERTIFICATES$294,434
Lease Liability$3,283,000
FieldValueIRS element (for citing)
Total Liability$4,108,708TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$24,107,305TotalRevEtcAuditedFinclStmtAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$24,107,305RevenueSubtotalAmt
Other Revenues Not Included-$756,547OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$756,547RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$23,350,758TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$26,921,021TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$756,547OtherExpensesIncludedAmt
Expenses Not Reported$756,547ExpensesNotReportedAmt
Expenses Subtotal$26,164,474ExpensesSubtotalAmt
Other Expenses Not Included$1,708,190OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,708,190ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$27,872,664TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTO SUPPORT THE INDIANA SYMPHONY SOCIETY, INC.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe Society is exempt from federal and state income taxes on related income under Section 501(c)(3) of the United States Internal Revenue Code and similar state law. The exemption is on all income except unrelated business income as noted under Section 511 of the Internal Revenue Code. Internal Revenue Code Section 513(a) defines an unrelated trade or business of an exempt organization as any trade or business which is not substantially related to the exercise or performance of its exempt purpose. The Society's net advertising income is considered unrelated business income. The Society's related advertising expenses offset related income and no tax was paid during 2024 and 2023. 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, 2024 and 2023, 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, 2023. These income tax returns are generally open to examination by the relevant taxing authorities for a period of three years from the later of the date the return was filed or its due date (including approved extensions).
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsFundraising and Gaming Expenses - -265519 Tenant Expenses - -491028
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Fundraising and Gaming Expenses - 265519 Tenant Expenses - 491028
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsPension Liability Adjustment - 1708190

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GalaEvent1Nm
Gross Receipts Event1$379,542GrossReceiptsEvent1Amt
Charitable Contri Event1$250,334CharitableContriEvent1Amt
Gross Revenue Event1$129,208GrossRevenueEvent1Amt
Rent Facility Costs Event1$18,247RentFacilityCostsEvent1Amt
Food And Beverage Event1$57,849FoodAndBeverageEvent1Amt
Entertainment Event1$99,746EntertainmentEvent1Amt
Other Direct Expenses Event1$74,785OtherDirectExpensesEvent1Amt
Event2FORE! THE ISOEvent2Nm
Gross Receipts Event2$45,260GrossReceiptsEvent2Amt
Charitable Contri Event2$44,529CharitableContriEvent2Amt
Gross Revenue Event2$731GrossRevenueEvent2Amt
Rent Facility Costs Event2$7,855RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$6,987OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$424,802GrossReceiptsTotalAmt
Charitable Contributions Tot$294,863CharitableContributionsTotAmt
Gross Revenue Total Events$129,939GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$26,102RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$57,849FoodAndBeverageTotalEventsAmt
Entertainment Total Events$99,746EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$81,772OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$265,469DirectExpenseSummaryEventsAmt
Net Income Summary-$135,530NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
James M Johnson
CEO$238,991$0$0$0$2,462$0$7,490$0$29,230$0$278,173$0$0$0
Jennifer Janik
CFO$145,172$0$0$0$211$0$4,670$0$12,300$0$162,353$0$0$0
Jack Everly
Pops Conductor$288,214$0$0$0$5,334$0$5,823$0$9,802$0$309,173$0$0$0
Kevin Lin
Concertmaster$251,625$0$3,923$0$48$0$7,766$0$16,001$0$279,363$0$0$0
Christopher Williams
Stage Manager$129,413$0$2,000$0$90$0$4,158$0$29,270$0$164,931$0$0$0
Ed Parsons
VP of Artistic$148,377$0$0$0$211$0$4,670$0$10,038$0$163,296$0$0$0
Stephanie Hays Hussoni
VP of Development$153,422$0$0$0$317$0$4,673$0$2,071$0$160,483$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution35ContributionCnt
Noncash Contributions Rpt F990$332,179NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - Selling PriceMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (8 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Printing1$35,000Cost
Yes (X)Beverages6$14,040Cost
Yes (X)Instruments4$230,200Cost
Yes (X)Equipment3$180,212Cost
Yes (X)Food3$7,954Cost
Yes (X)Commercials/Print Ads12$146,536Cost
Yes (X)Flowers1$9,845Cost
Yes (X)Office Supplies1$1,500Cost
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationSecurities - Publicly traded - Number of Contributions Other - Printing Number of Contributions Other - Beverages Number of Contributions Other - Instruments Number of Contributions Other - Equipment number of contributions Other - Food number of contributions Other - Commercials/Print Ads number of contributions Other - Flowers number of contributions Other - Office Supplies number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2 SECTION A, LINE 2AS PART OF THE CONFLICT OF INTEREST PROCESS, BOARD MEMBERS AND MANAGEMENT EMPLOYEES ARE ASKED TO DISCLOSE ANY DIRECT BUSINESS RELATIONSHIPS. THESE RELATIONSHIPS ARE REVIEWED TO ENSURE THAT ADEQUATE APPROVALS ARE SECURED FOR BUSINESS RELATIONSHIPS WITH THE ORGANIZATION, AND THAT BUSINESS RELATIONSHIPS BETWEEN BOARD MEMBERS DO NOT IMPACT THE GOVERNANCE STRUCTURE OF THE ORGANIZATION.
Form 990, Part VI, Line 8b Executive committeeThe Society has an executive committee with the authority to act on behalf of the governing body.
Form 990, Part VI, Line 15b Other Officer CompensationCompensation for the Executive Leadership Team is determined by the CEO based on performance, scope and responsibilities of the job, as well as comparison to comparable positions from the League of American Orchestras annual survey, at the time of hire. this process is not documented.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsPhilip Kenney - Business relationship, Karen Ann Lloyd - Business relationship, Greg Loewen - Business relationship, Lucia Mar - Business relationship, Steven Rake - Business relationship, David Wilcox - Business relationship
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyINDIVIDUAL MEMBERS ARE THOSE WHO DONATE TO THE INDIANA SYMPHONY SOCIETY, INC. (SOCIETY) PER YEAR $100 OR MORE, AND CORPORATE MEMBERS ARE THOSE WHO DONATE TO THE SOCIETY PER YEAR $250 OR MORE. EVERY INDIVIDUAL MEMBER DONATING TO THE SOCIETY $500 OR MORE AND CORPORATE MEMBERS DONATING TO THE SOCIETY $1,000 OR MORE TO THE ANNUAL OPERATING FUND OF THE SOCIETY SHALL HAVE THE RIGHT AT THE ANNUAL MEETING OR SPECIAL MEETINGS OF THE MEMBERS OF THE SOCIEY TO ONE (1) VOTE FOR EACH MEMBERSHIP STANDING IN THAT NAME ON THE BOOKS OF THE SOCIETY. MEMBER ELECTED DIRECTORS ARE ELECTED BY THE VOTING MEMBERS OF THE SOCIETY AT THE ANNUAL MEETING OF THE SOCIETY. CANDIDATES FOR ELECTION AS MEMBER ELECTED DIRECTORS AT THE ANNUAL MEETING OF THE MEMBERS OF THE SOCIETY SHALL BE NOMINATED BY A BOARD AFFAIRS COMMITTEE OF THE BOARD. ANY GROUP OF FIVE (5) OR MORE VOTING MEMBERS OF THE SOCIETY MAY ALSO NOMINATE CANDIDATES FOR THE BOARD.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE SOCIETY HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE AUDIT COMMITTEE. A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS ELECTRONICALLY PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policyTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO ALL BOARD MEMBERS AND MANAGEMENT WITH SPENDING AUTHORITY. IN ADDITION, EACH PERSON IS REQUIRED TO SIGN AND RETURN A FORM INDICATING THEY HAVE READ THE POLICY AND DISCLOSED ANY CONFLICTS OF INTEREST. ALL CONFLICTS ARE FIRST BROUGHT TO THE AUDIT CHAIR FOR REVIEW, THEN TO THE COMMITTEE WHERE NECESSARY ACTION WILL BE DECIDED IF THE CONFLICT IS DEEMED TO BE MATERIAL.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialCOMPENSATION FOR THE CEO and executive leadership team IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF THE INDIANAPOLIS SYMPHONY ORCHESTRA . This process is performed and documented on an annual basis.
Form 990, Part VI, Line 19 Required documents available to the publicThe Organization makes its form 990 available for public inspection as required under section 6104 of the Internal Revenue Code. The return is available on guidestar.org and other similar types of websites. In addition, the financial statements, conflict of interest policy, articles of incorporation, Form 990, and by-laws are also available upon written request or by calling the organization directly.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesPension Liability Adjustment - 1708190;

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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