2019-07-11T14:23:14-05:00 2018-08-31 351178661 BLUE & CO LLC 12800 N MERIDIAN STREET SUITE 400 CARMEL IN 46032 990 2017-09-01 350998627 INDIANA SYMPHONY SOCIETY INC INDI 3172621100 32 EAST WASHINGTON STREET NO 600 INDIANAPOLIS IN 462042919 STEVE HAMILTON VP OF FINANCE & INTERM CEO 3172621882 2019-07-02 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2019-07-02 38.109.186.2 2019-07-02 12:49:48 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AF923E04E140C4DE71FD41AF2127CF5344A3E036 2017 2019-02-21 02:37:17Z STEVE HAMILTON 32 EAST WASHINGTON STREET NO 600 INDIANAPOLIS IN 462042919 28309840 0 X WWW.INDIANAPOLISSYMPHONY.ORG X 1937 IN TO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL. 47 46 498 1934 144753 42876 14952874 15798178 11322308 11187115 685 13 -159667 291009 26116200 27276315 0 0 0 0 11612424 13992000 131910 125000 1365511 11545904 12959095 23290238 27076095 2825962 200220 8845422 8678048 14719737 14352143 -5874315 -5674095 X TO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL. 0 0 22754274 11356703 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. 22754274 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 1 204 0 1 498 1 1 1 0 0 0 0 1 1 0 0 0 0 X 47 46 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X STEVE HAMILTON 3172621882 32 EAST WASHINGTON STREET NO 600 INDIANAPOLIS IN 462042919 X BALOGH DEBORAH WARE DIRECTOR 2.00 X 0 0 0 BARNETTE CHARLENE SECRETARY 2.00 X X 0 0 0 BECHER MICHAEL VICE-CHAIR 2.00 X X 0 0 0 BENTLEY BARRY J DIRECTOR 2.00 X 0 0 0 BODUROW PHD CHRISTINA DIRECTOR 2.00 X 0 0 0 BRATT JOHN A DIRECTOR 2.00 X 0 0 0 BRENNER BRYAN DIRECTOR 2.00 X 0 0 0 CAPONI VINCENT DIRECTOR 2.00 X 0 0 0 COLOM KIAMESHA DIRECTOR 2.00 X 0 0 0 COWLES TRENT DIRECTOR 2.00 X 0 0 0 DAVIS ANDREA DIRECTOR 2.00 X 0 0 0 DICK CHERYL DIRECTOR 2.00 X 0 0 0 FENNEMAN CRAIG DIRECTOR 2.00 X 0 0 0 HOWARD PHD PETER DIRECTOR 2.00 X 0 0 0 HUNT ANN HAMPTON DIRECTOR 8.00 X 0 0 0 KENNEY PHIL DIRECTOR 2.00 X 0 0 0 KYZR LIZ DIRECTOR 2.00 X 0 0 0 LECHLEITER SARAH L DIRECTOR 2.00 X 0 0 0 LEWIS MABEL DIRECTOR 2.00 X 0 0 0 LOEWEN GREG TREASURER 2.00 X 0 0 0 MAHURIN EMILY DIRECTOR 2.00 X 0 0 0 MANGIA KAREN DIRECTOR 2.00 X 0 0 0 MARTIN SCOTT DIRECTOR 2.00 X 0 0 0 MAURER MORRIE DIRECTOR 2.00 X 0 0 0 MCCAW BRUCE DIRECTOR 2.00 X 0 0 0 MERSEREAU KAREN H DIRECTOR 2.00 X 0 0 0 MORGAN DAVID DIRECTOR 2.00 X 0 0 0 MORSE JR PETER A DIRECTOR 2.00 X 0 0 0 MOSS GERALD L DIRECTOR 2.00 X 0 0 0 NYTES JACKIE DIRECTOR 2.00 X 0 0 0 O'NEIL MICHAEL P DIRECTOR 2.00 X 0 0 0 PAUL ELOISE DIRECTOR 2.00 X 0 0 0 PRESSLEY JENNIFER DIRECTOR 2.00 X 0 0 0 RUSSELL BRANDON DIRECTOR 2.00 X 0 0 0 SCHLOSS ALICE K DIRECTOR 2.00 X 0 0 0 SHAHEEN YVONNE CHAIR 15.00 X X 0 0 0 SLAPAK CHRISTOPHER DIRECTOR 2.00 X 0 0 0 SMITH JR J ALBERT DIRECTOR 2.00 X 0 0 0 SOLADA MARY DIRECTOR 2.00 X 0 0 0 TOBIAS MARIANNE WILLIAMS DIRECTOR 2.00 X 0 0 0 WARD PETE DIRECTOR 2.00 X 0 0 0 WILCOX DAVID DIRECTOR 2.00 X 0 0 0 WILHELM RALPH V DIRECTOR 2.00 X 0 0 0 YATES C DANIEL DIRECTOR 2.00 X 0 0 0 ZINK SR JAMES C DIRECTOR 2.00 X 0 0 0 ZINN JENNIFER DIRECTOR 2.00 X 0 0 0 JOHNSON JAMES CEO-EFFECTIVE 4/30/18 37.50 X X 0 0 0 HAMILTON STEVE VP OF FINANCE & CFO & INTERM CEO 37.50 2.00 X 164004 0 19082 EVERLY JACK POPS CONDUCTOR 37.50 X 281367 0 22686 URBANSKI KRZYSZTOF MUSIC DIRECTOR & CONDUCTOR 37.50 X 525000 0 8880 DEPUE ZACHARY CONCERTMASTER-RESIGN 6/18/18 37.50 X 243271 0 19052 QUINN QUENTIN STAGE MANAGER-RETIRED 6/30/18 37.50 X 135336 0 45089 SCHLABACH K BLAKE ORCH PERSONNEL MGR & MUSIC 37.50 X 168344 0 39554 BECKLEY DANNY VP & GENERAL MANAGER 37.50 X 162216 0 30127 GINSTLING GARY CEO-RESIGN 8/11/17 37.50 X 196753 0 25536 1876291 0 210006 8 1 1 0 BARNES & THORNBURG 11 S MERIDIAN ST INDIANAPOLIS IN 46204 LEGAL SERVICES 286500 WILLIAM MORRIS ENDEAVOR ENTERTAINMENT L 11 MADISON AVENUE 18TH FLOOR NEW YORK NY 10010 ARTIST AGENCY 247284 FORCE TECHNOLOGY SOLUTIONS LLC 6097 W 400 N SUITE C GREENFIELD IN 46140 TECHNOLOGY PROJECT 239243 OPUS 3 ARTISTS LLC 470 PARK AVENUE SOUTH 9TH FLOOR NOR NEW YORK NY 10016 ARTIST AGENCY 197938 TELEUNIQUE 600 N ALABAMA ST 1006 INDIANAPOLIS IN 46204 TELEMARKETING 178691 13 416758 6792953 140501 8447966 531974 15798178 TICKET SALES & FEES INCOME 900099 11187115 11187115 11187115 13 13 345452 524846 -179394 -179394 -179394 530258 416758 375011 155247 155247 865 50 815 815 293095 133618 159477 159477 PROGRAM ADVERTISING 541800 144753 144753 MISCELLANEOUS INCOME 900099 10111 10111 154864 27276315 11356703 144753 -23319 1179446 978958 200488 10980940 9634676 615514 730750 -1630423 -1670837 21321 19093 2557075 2306043 132434 118598 904962 776476 67784 60702 643731 1331 642172 228 35025 35025 125000 125000 674369 510813 143644 19912 975390 975390 1343320 907272 345661 90387 1752223 1667997 42113 42113 37643 21074 11792 4777 32479 11468 18032 2979 182468 182468 470816 363953 106863 243662 114438 129224 GUEST ARTISTS 3467760 3467760 GENERAL PRODUCTION 1298492 1298492 HOSPITALITY 358752 358433 319 TRANSPORTATION 273232 273232 1169733 757305 261456 150972 27076095 22754274 2956310 1365511 95982 68270 4883543 4315103 525044 884614 8908 550589 629459 16696698 14009415 2752702 2687283 37562 84411 8845422 8678048 1657249 1991047 2570375 2534448 6612008 7903763 3880105 1922885 14719737 14352143 X -12944444 -11760718 7070129 6086623 -5874315 -5674095 8845422 8678048 200220 0 X X 0 1 X 1 0 X 14559059 13830708 26338413 14952874 15798178 85479232 14559059 13830708 26338413 14952874 15798178 85479232 16735128 68744104 289486 308150 337859 347955 345466 1628916 144479 144200 137208 178359 144753 748999 87857147 963264 0.78250 0.77840 X 35646389 111000 1103191 422983 36437597 34461941 12500 1599437 427489 35646389 34546103 15000 326712 425874 34461941 34607148 117850 248538 427433 34546103 33084697 65000 1849165 391714 34607148 0.89630 0.10370 0 1 1 10246855 9103344 1143511 6383913 4906071 1477842 65930 65930 2687283 OTHER LIABILITIES 155146 PENSION LIABILITY 1085339 INTERCOMPANY LOANS 682400 1922885 X 28049285 -126937 -126937 28176222 -899907 -899907 27276315 27849065 899907 899907 26949158 126937 126937 27076095 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 2018 AND 2017. 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, 2018 AND 2017, 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, 2017. 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 -126,937. PART XI, LINE 4B - OTHER ADJUSTMENTS: TENANT EXPENSES -524,846. FUNDRAISING & GAMING EXPENSES -375,061. PART XII, LINE 2D - OTHER ADJUSTMENTS: TENANT EXPENSES 524,846. FUNDRAISING & GAMING EXPENSES 375,061. PART XII, LINE 4B - OTHER ADJUSTMENTS: SYMPHONIC POPS CONSORTIUM EXPENSES NETTED AGAINST REVENUE 126,937. X X X X X X X 1 BENNETT DIRECT 324 EAST WISCONSIN AVENUE STE 1220 MILWAUKEE WI 53202 TELEFUNDING 0 309376 125000 184376 309376 125000 184376 IN GALA 416675 295400 121275 66023 139354 57214 JOHN WILLIAMS CONCERT 432933 23949 408984 31214 43667 1 97408 97408 15966 21573 947016 416757 530259 81989 170568 122454 375011 155248 X 1 1 X X 1 0 0 0 0 0 0 0 0 HAMILTON STEVE VP OF FINANCE & CFO & INTERM CEO 157566 0 5000 0 1438 0 4836 0 14246 0 183086 0 0 0 EVERLY JACK POPS CONDUCTOR 277897 0 0 0 3470 0 7178 0 15508 0 304053 0 0 0 URBANSKI KRZYSZTOF MUSIC DIRECTOR & CONDUCTOR 440000 0 85000 0 0 0 0 0 8880 0 533880 0 0 0 DEPUE ZACHARY CONCERTMASTER-RESIGN 6/18/18 242217 0 1000 0 54 0 4185 0 14867 0 262323 0 0 0 QUINN QUENTIN STAGE MANAGER-RETIRED 6/30/18 134574 0 0 0 762 0 12270 0 32819 0 180425 0 0 0 SCHLABACH K BLAKE ORCH PERSONNEL MGR & MUSIC 167086 0 1000 0 258 0 9314 0 30240 0 207898 0 0 0 BECKLEY DANNY VP & GENERAL MANAGER 158004 0 4000 0 212 0 4936 0 25191 0 192343 0 0 0 GINSTLING GARY CEO-RESIGN 8/11/17 196039 0 0 0 714 0 5545 0 19991 0 222289 0 0 0 PART I, LINE 4A ZACH DEPUE RESIGNED AS OF 6/18/18. AS PART OF THE TRANSITION AGREEMENT, $40,500 WAS PAID OUT DURING THE FISCAL YEAR ENDING 8/31/18. FORM 990, SCHEDULE J, PART II WAGES REPORTED ARE BASED ON 2017 CALENDAR YEAR. VARIOUS INDIVIDUALS 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. 0 X 62 365143 FMV X 8 35655 COST X LEGAL 1 76605 COST X PRINTING & ADVERTISING 3 36721 COST X MUSIC 1 6980 COST X INSTRUMENTS 3 5920 COST X EQUIPMENT 1 4950 COST 0 1 1 PART I, LINE 32B: A BROKERAGE FIRM IS USED TO SELL ALL STOCK THAT IS DONATED. 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 2017 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. INDIANAPOLIS SYMPHONY ORCHESTRA FOUNDATION INC 32 EAST WASHINGTON ST NO 600 INDIANAPOLIS IN 46204 351812636 FINANCIAL SUPPORT OF INDIANA SYMPHONY SOCIETY IN 510(C)(3) 11C 0 0 0 1 0 1 0 0 0 0 0 1 1 0 1 1 0 1 1 0