INDIANA SYMPHONY SOCIETY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA SYMPHONY SOCIETY INC (EIN 35-0998627)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-06-10
- IRS object ID
- 202021629349300802
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-10T07:31:43-05:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST STE 400 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350998627 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA SYMPHONY SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3172621100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 EAST WASHINGTON STREET NO 600 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462042919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE HAMILTON | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 3172627092 | PhoneNum |
| Signature | 2020-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA N CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2020-06-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.38.246.36 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-05 | IPDt |
| IP Tm | 09:39:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C8DC32B061ADB9507BFD8B88F407401AD82BCEB3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ADAM WHITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 EAST WASHINGTON STREET NO 600 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462042919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,556,010 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INDIANAPOLISSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1937 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 49 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 48 | VotingMembersIndependentCnt |
| Total Employee | 579 | TotalEmployeeCnt |
| Total Volunteers | 1630 | TotalVolunteersCnt |
| Total Gross UBI | $144,707 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,798,178 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,062,869 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,187,115 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,345,709 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13 | PYInvestmentIncomeAmt |
| CY Investment Income | -$531 | CYInvestmentIncomeAmt |
| PY Other Revenue | $291,009 | PYOtherRevenueAmt |
| CY Other Revenue | -$9,980 | CYOtherRevenueAmt |
| PY Total Revenue | $27,276,315 | PYTotalRevenueAmt |
| CY Total Revenue | $26,398,067 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,992,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,675,363 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $125,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $42,120 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,371,666 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,959,095 | PYOtherExpensesAmt |
| CY Other Expenses | $12,401,334 | CYOtherExpensesAmt |
| PY Total Expenses | $27,076,095 | PYTotalExpensesAmt |
| CY Total Expenses | $32,118,817 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $200,220 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,720,750 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,678,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,470,453 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,352,143 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,865,298 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$5,674,095 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$11,394,845 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,258,365 | ExpenseAmt |
| Revenue | $11,578,600 | RevenueAmt |
| Desc | THE INDIANAPOLIS SYMPHONY ORCHESTRA IS THE LARGEST PERFORMING ARTS ORGANIZATION IN THE STATE OF INDIANA, PERFORMING A YEAR-ROUND SCHEDULE OF OVER 160 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'S ANNUAL ATTENDANCE IS IN EXCESS OF 280,000 PATRONS.THE INDIANAPOLIS SYMPHONY ORCHESTRA IS DEDICATED TO LEADING THE FIELD IN MUSIC EDUCATION. SYMPHONY MUSICIANS AND STAFF CREATE PIONEERING LEARNING OPPORTUNITIES FOR APPROXIMATELY 90,000 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 ORGANIZATION'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 PIANISTS ASSOCIATION. | Desc |
| Total Program Service Expenses | $28,258,365 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 210 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 579 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 49 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 48 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAM WHITE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3172627092 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 EAST WASHINGTON STREET NO 600 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462042919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BALOGH DEBORAH WARE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARNETTE CHARLENE | |||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| BECHER MICHAEL | |||||||||
| VICE-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| BENTLEY BARRY J | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BODUROW PHD CHRISTINA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRATT JOHN A | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRENNER BRYAN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| COLOM KIAMESHA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| COWLES TRENT | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DICK CHERYL | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FENNEMAN CRAIG | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARRAWAY LEVI | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HOWARD PHD PETER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HULDIN LIZ | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HUNT ANN HAMPTON | |||||||||
| DIRECTOR | 8.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENNEY PHIL | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KYZR LIZ | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LANDSCHULTZ WILLIAM H | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LECHLEITER SARAH L | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEWIS MABEL | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LLYOD KAREN ANN P | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOEWEN GREG | |||||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MAHURIN EMILY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MANGIA KAREN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAURER MORRIE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MCCAW BRUCE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MERSEREAU KAREN H | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MORGAN DAVID | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MORSE JR PETER A | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NYTES JACKIE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| O'NEIL MICHAEL P | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL ELOISE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PRESSLEY JENNIFER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RUSSELL BRANDON | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCHLOSS ALICE K | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHAHEEN YVONNE | |||||||||
| CHAIR | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SLAPAK CHRISTOPHER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SLAUGHTER CHAD | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SMITH JR J ALBERT | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SOLADA MARY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOBIAS MARIANNE WILLIAMS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WARD PETE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILCOX DAVID | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILHELM RALPH V | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| YATES C DANIEL | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| YOUNG AHMED | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ZINK SR JAMES C | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ZINN JENNIFER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHNSON JAMES | |||||||||
| CEO | 37.50 | Yes (X) | $163,427 | $0 | $32,601 | Yes (X) | |||
| HAMILTON STEVE | |||||||||
| VP OF FINANCE & CFO (RETIRED 9/2019) | 37.50 | $183,907 | $0 | $19,269 | Yes (X) | 2.00 | |||
| EVERLY JACK | |||||||||
| POPS CONDUCTOR | 37.50 | $270,725 | $0 | $23,398 | Yes (X) | ||||
| URBANSKI KRZYSZTOF | |||||||||
| MUSIC DIRECTOR & CONDUCTOR | 37.50 | $564,731 | $0 | $1,297 | Yes (X) | ||||
| DEPUE ZACHARY | |||||||||
| CONCERTMASTER (RESIGN 6/18) | 37.50 | $253,473 | $0 | $7,423 | Yes (X) | ||||
| HOWLETT JENNIFER | |||||||||
| MUSICIAN | 37.50 | $130,541 | $0 | $26,449 | Yes (X) | ||||
| SCHLABACH K BLAKE | |||||||||
| ORCH PERSONNEL MGR & MUSIC | 37.50 | $173,510 | $0 | $33,858 | Yes (X) | ||||
| BECKLEY DANNY | |||||||||
| VP & GENERAL MANAGER (RESIGN 4/19) | 37.50 | $161,233 | $0 | $30,588 | Yes (X) | ||||
| BECKEL JAMES | |||||||||
| MUSICIAN (RETIRED 12/18) | 37.50 | $129,171 | $0 | $27,265 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,030,718 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $202,148 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BARNES & THORNBURG | |||||
| 11 S MERIDIAN ST | INDIANAPOLIS | IN | 46204 | LEGAL SERVICES | $498,150 |
| OPUS 3 ARTISTS LLC | |||||
| 470 PARK AVENUE SOUTH 9TH FLOOR NOR | NEW YORK | NY | 10016 | ARTIST AGENCY | $175,552 |
| TELEUNIQUE | |||||
| 600 N ALABAMA ST 1006 | INDIANAPOLIS | IN | 46204 | TELEMARKETING | $158,399 |
| WILLIAM MORRIS ENDEAVOR ENTERTAINMENT L | |||||
| 11 MADISON AVENUE 18TH FLOOR | NEW YORK | NY | 10010 | ARTIST AGENCY | $149,000 |
| TESSITURA NETWORK INC | |||||
| PO BOX 203410 | DALLAS | TX | 75320 | SOFTWARE AND LICENSE AND HOSTING FEES | $147,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $401,460 | FundraisingAmt |
| Related Organizations | $7,771,927 | RelatedOrganizationsAmt |
| Government Grants | $119,025 | GovernmentGrantsAmt |
| All Other Contributions | $6,770,457 | AllOtherContributionsAmt |
| Noncash Contributions | $448,248 | NoncashContributionsAmt |
| Total Contributions | $15,062,869 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES & FEES INCOME | 900099 | $11,295,709 | $11,295,709 |
| FOUNDATION SERVICE FEE | 900099 | $50,000 | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,345,709 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28 | TotalRevenueColumnAmt |
| Exclusion | $28 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $282,139 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $524,720 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$242,581 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$242,581 | TotalRevenueColumnAmt |
| Exclusion | -$242,581 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $559 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$559 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$559 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$559 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $144,011 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $401,460 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $290,657 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$146,646 | TotalRevenueColumnAmt |
| Exclusion | -$146,646 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $1,140 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $50 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,090 | TotalRevenueColumnAmt |
| Exclusion | $1,090 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $578,332 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $341,957 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $236,375 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $236,375 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| PROGRAM ADVERTISING | 541800 | $144,707 | $144,707 | |
| MISCELLANEOUS INCOME | 900099 | -$2,925 | -$2,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $141,782 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,398,067 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,578,600 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $144,707 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$388,109 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,409,428 | TotalAmt |
| Program Services | $1,088,845 | ProgramServicesAmt |
| Management And General | $320,583 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,563,788 | TotalAmt |
| Program Services | $9,234,599 | ProgramServicesAmt |
| Management And General | $582,556 | ManagementAndGeneralAmt |
| Fundraising | $746,633 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,819,402 | TotalAmt |
| Program Services | $3,773,877 | ProgramServicesAmt |
| Management And General | $24,922 | ManagementAndGeneralAmt |
| Fundraising | $20,603 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,943,412 | TotalAmt |
| Program Services | $2,611,369 | ProgramServicesAmt |
| Management And General | $181,771 | ManagementAndGeneralAmt |
| Fundraising | $150,272 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $939,333 | TotalAmt |
| Program Services | $802,901 | ProgramServicesAmt |
| Management And General | $74,687 | ManagementAndGeneralAmt |
| Fundraising | $61,745 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,987 | TotalAmt |
| Management And General | $109,987 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,650 | TotalAmt |
| Management And General | $35,650 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,120 | TotalAmt |
| Fundraising | $42,120 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,513 | TotalAmt |
| Program Services | $475,320 | ProgramServicesAmt |
| Management And General | $220,988 | ManagementAndGeneralAmt |
| Fundraising | $128,205 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,694 | TotalAmt |
| Program Services | $1,038,694 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,279,255 | TotalAmt |
| Program Services | $852,135 | ProgramServicesAmt |
| Management And General | $356,598 | ManagementAndGeneralAmt |
| Fundraising | $70,522 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,710,861 | TotalAmt |
| Program Services | $1,628,685 | ProgramServicesAmt |
| Management And General | $41,088 | ManagementAndGeneralAmt |
| Fundraising | $41,088 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,333 | TotalAmt |
| Program Services | $23,971 | ProgramServicesAmt |
| Management And General | $6,002 | ManagementAndGeneralAmt |
| Fundraising | $2,360 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,892 | TotalAmt |
| Program Services | $1,604 | ProgramServicesAmt |
| Management And General | $11,051 | ManagementAndGeneralAmt |
| Fundraising | $5,237 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,753 | TotalAmt |
| Management And General | $239,753 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,335 | TotalAmt |
| Program Services | $456,171 | ProgramServicesAmt |
| Management And General | $14,582 | ManagementAndGeneralAmt |
| Fundraising | $14,582 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,477 | TotalAmt |
| Program Services | $94,901 | ProgramServicesAmt |
| Management And General | $134,576 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GUEST ARTISTS | $3,324,674 | $3,324,674 | |
| GENERAL PRODUCTION | $1,479,182 | $1,479,182 | |
| TRANSPORTATION | $394,233 | $394,233 | |
| UNRELATED BUSINESS INCO | $11,387 | $11,387 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,188,108 | TotalAmt |
| Program Services | $977,204 | ProgramServicesAmt |
| Management And General | $122,605 | ManagementAndGeneralAmt |
| Fundraising | $88,299 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,118,817 | TotalAmt |
| Program Services | $28,258,365 | ProgramServicesAmt |
| Management And General | $2,488,786 | ManagementAndGeneralAmt |
| Fundraising | $1,371,666 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,270 | BOYAmt |
| EOY | $154,720 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,315,103 | BOYAmt |
| EOY | $2,813,516 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,614 | BOYAmt |
| EOY | $252,990 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,908 | BOYAmt |
| EOY | $23,893 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $629,459 | BOYAmt |
| EOY | $647,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,943,442 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,442,367 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,687,283 | BOYAmt |
| EOY | $2,501,075 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,411 | BOYAmt |
| EOY | $77,176 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,678,048 | BOYAmt |
| EOY | $6,470,453 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,991,047 | BOYAmt |
| EOY | $1,519,404 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,534,448 | BOYAmt |
| EOY | $4,018,189 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,903,763 | BOYAmt |
| EOY | $7,248,964 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,922,885 | BOYAmt |
| EOY | $5,078,741 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,352,143 | BOYAmt |
| EOY | $17,865,298 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$11,760,718 | BOYAmt |
| EOY | -$14,632,937 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,086,623 | BOYAmt |
| EOY | $3,238,092 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,674,095 | BOYAmt |
| EOY | -$11,394,845 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,678,048 | BOYAmt |
| EOY | $6,470,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,720,750 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,830,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,338,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,952,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,798,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,062,869 | CurrentTaxYearAmt |
| Total | $85,983,042 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,830,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,338,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,952,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,798,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,062,869 | CurrentTaxYearAmt |
| Total | $85,983,042 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,796,691 | SubstantialContributorsTotAmt |
| Public Support Total170 | $69,186,351 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $337,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $347,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $345,466 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $282,139 | CurrentTaxYearAmt |
| Total | $1,621,569 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $178,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,707 | CurrentTaxYearAmt |
| Total | $749,227 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $88,353,838 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,440,821 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,437,597 | BeginningYearBalanceAmt |
| Contributions | $501,000 | ContributionsAmt |
| Investment Earnings Or Losses | $282,415 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $492,311 | OtherExpendituresAmt |
| End Year Balance | $36,728,701 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,646,389 | BeginningYearBalanceAmt |
| Contributions | $111,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,103,191 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $422,983 | OtherExpendituresAmt |
| End Year Balance | $36,437,597 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,461,941 | BeginningYearBalanceAmt |
| Contributions | $12,500 | ContributionsAmt |
| Investment Earnings Or Losses | $1,599,437 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $427,489 | OtherExpendituresAmt |
| End Year Balance | $35,646,389 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,546,103 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | $326,712 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $425,874 | OtherExpendituresAmt |
| End Year Balance | $34,461,941 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,607,148 | BeginningYearBalanceAmt |
| Contributions | $117,850 | ContributionsAmt |
| Investment Earnings Or Losses | $248,538 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $427,433 | OtherExpendituresAmt |
| End Year Balance | $34,546,103 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.90290 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09710 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,520,132 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,452,491 | DepreciationAmt |
| Book Value | $1,067,641 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,423,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,989,876 | DepreciationAmt |
| Book Value | $1,433,434 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,501,075 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES | $138,642 |
| PENSION LIABILITY | $4,504,299 |
| INTERCOMPANY LOANS | $435,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,078,741 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,189,194 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$24,300 | OtherRevenueAmt |
| Revenue Not Reported | -$24,300 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,213,494 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$815,427 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$815,427 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,398,067 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,909,944 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $815,427 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $815,427 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,094,517 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $24,300 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $24,300 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,118,817 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2019 AND 2018. DUE TO TAX LAW CHNAGES, THE SOCIETY'S EMPLOYEE PARKING BENEFIT IS CURRENTLY CONSIDERED UNRELATED BUSINESS INCOME AND GENERATED UNRELATED BUSINESS INCOME TAX TO BE PAID DURING 2019. 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, 2019 AND 2018, 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, 2018. 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 2D - OTHER ADJUSTMENTS: | SYMPHONIC POPS CONSORTIUM EXPENSES NETTED AGAINST REVENUE -24,300. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TENANT EXPENSES -524,720. FUNDRAISING & GAMING EXPENSES -290,707. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | TENANT EXPENSES 524,720. FUNDRAISING & GAMING EXPENSES 290,707. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SYMPHONIC POPS CONSORTIUM EXPENSES NETTED AGAINST REVENUE 24,300. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT DIRECT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 EAST WISCONSIN AVENUE STE 1220 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $247,031 | GrossReceiptsAmt |
| Retained By Contractor | $42,120 | RetainedByContractorAmt |
| Net To Organization | $204,911 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $247,031 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $42,120 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $204,911 | TotalNetToOrganizationAmt |
| Licensed States | IN | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $449,085 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $305,074 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $144,011 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $68,501 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $139,923 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $48,331 | OtherDirectExpensesEvent1Amt |
| Event2 | MAESTRO | Event2Nm |
| Gross Receipts Event2 | $95,247 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $95,247 | CharitableContriEvent2Amt |
| Food And Beverage Event2 | $14,746 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,075 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $18,081 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $544,332 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $400,321 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $144,011 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $83,247 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $140,998 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $66,412 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $290,657 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$146,646 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHNSON JAMES | ||||||||||||||
| CEO | $142,372 | $0 | $20,000 | $0 | $1,055 | $0 | $4,569 | $0 | $28,032 | $0 | $196,028 | $0 | $0 | $0 |
| HAMILTON STEVE | ||||||||||||||
| VP OF FINANCE & CFO (RETIRED 9/2019) | $162,329 | $0 | $20,000 | $0 | $1,578 | $0 | $4,951 | $0 | $14,318 | $0 | $203,176 | $0 | $0 | $0 |
| EVERLY JACK | ||||||||||||||
| POPS CONDUCTOR | $265,900 | $0 | $0 | $0 | $4,825 | $0 | $7,898 | $0 | $15,500 | $0 | $294,123 | $0 | $0 | $0 |
| URBANSKI KRZYSZTOF | ||||||||||||||
| MUSIC DIRECTOR & CONDUCTOR | $484,731 | $0 | $80,000 | $0 | $0 | $0 | $1,297 | $0 | $0 | $0 | $566,028 | $0 | $0 | $0 |
| DEPUE ZACHARY | ||||||||||||||
| CONCERTMASTER (RESIGN 6/18) | $172,447 | $0 | $0 | $0 | $81,026 | $0 | $0 | $0 | $7,423 | $0 | $260,896 | $0 | $0 | $0 |
| HOWLETT JENNIFER | ||||||||||||||
| MUSICIAN | $130,493 | $0 | $0 | $0 | $48 | $0 | $3,717 | $0 | $22,732 | $0 | $156,990 | $0 | $0 | $0 |
| SCHLABACH K BLAKE | ||||||||||||||
| ORCH PERSONNEL MGR & MUSIC | $173,252 | $0 | $0 | $0 | $258 | $0 | $10,806 | $0 | $23,052 | $0 | $207,368 | $0 | $0 | $0 |
| BECKLEY DANNY | ||||||||||||||
| VP & GENERAL MANAGER (RESIGN 4/19) | $161,015 | $0 | $0 | $0 | $218 | $0 | $5,040 | $0 | $25,548 | $0 | $191,821 | $0 | $0 | $0 |
| BECKEL JAMES | ||||||||||||||
| MUSICIAN (RETIRED 12/18) | $93,315 | $0 | $0 | $0 | $35,856 | $0 | $3,498 | $0 | $23,767 | $0 | $156,436 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | ZACH DEPUE RESIGNED AS OF 6/18/18. AS PART OF THE TRANSITION AGREEMENT, $81,000 WAS PAID OUT DURING THE FISCAL YEAR ENDING 8/31/19. JAMES BECKEL REITRED IN THE FISCAL YEAR OF 2019. AS PART OF THE RETIREMENT AGREEMENT, $35,000 WAS PAID DURING THE FISCAL YEAR ENDING 8/31/19. |
| FORM 990, SCHEDULE J, PART II | WAGES REPORTED ARE BASED ON 2018 CALENDAR YEAR. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VARIOUS INDIVIDUALS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction | AS 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. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 46 | ContributionCnt |
| Noncash Contributions Rpt F990 | $262,949 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,182 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FUNDRAISING | 1 | $93,224 | COST |
| Yes (X) | PRINTING & ADVERTISING | 4 | $42,298 | COST |
| Yes (X) | DECORATIONS | 1 | $14,000 | COST |
| Yes (X) | INSTRUMENTS | 2 | $6,595 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | A BROKERAGE FIRM IS USED TO SELL ALL STOCK THAT IS DONATED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | AS 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 7A | INDIVIDUAL 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 11B | THE 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 12C | THE 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 15 | COMPENSATION 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 19 | THE 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 A | COMPENSATION IN PART VII, SECTION A IS REPORTED BASED ON 2018 CALENDAR YEAR END. |
| FORM 990, PART XII, LINE 2C | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANAPOLIS SYMPHONY ORCHESTRA FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 EAST WASHINGTON ST NO 600 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351812636 | EIN |
| Primary Activities | FINANCIAL SUPPORT OF INDIANA SYMPHONY SOCIETY | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 510(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11C | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANAPOLIS SYMPHONY ORCHESTRA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $7,771,927 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments