2017-02-27T12:52:34-06:00 2016-08-31 381337372 BEENE GARTER LLP 56 GRANDVILLE AVE SW SUITE 100 GRAND RAPIDS MI 49503 990 2015-09-01 386005447 GRAND RAPIDS SYMPHONY SOCIETY GRAN 6164549451 300 OTTAWA AVE NW STE 100 GRAND RAPIDS MI 49503 PETER PEREZ INTERIM PRESIDENT AND CEO 6164549451 2017-02-20 1 P00295096 6162355200 2015 2021-01-29 14:40:06Z PETER PEREZ 300 OTTAWA AVE NW STE 100 GRAND RAPIDS MI 49503 10027947 0 X WWW.GRSYMPHONY.ORG X 1930 MI TO SHARE GREAT MUSIC THAT MOVES THE HUMAN SOUL AND TO EXCEL AT PROVIDING DISTINCTIVE MUSICAL EXPERIENCES, WITH AN EMPHASIS ON LIVE ORCHESTRA MUSIC, FOR DIVERSE AUDIENCES THROUGHOUT WEST MICHIGAN. 45 44 264 49 282551 3018 6696123 6540478 2925507 3326643 9057 4160 -925862 -61074 8704825 9810207 5431 5400 12788 15569 6111173 6106342 23872 28648 731929 3504948 3962185 9658212 10118144 -953387 -307937 6904979 6144763 3542918 3082584 3362061 3062179 X TO SHARE GREAT MUSIC THAT MOVES THE HUMAN SOUL AND TO EXCEL AT PROVIDING DISTINCTIVE MUSICAL EXPERIENCES, WITH AN EMPHASIS ON LIVE ORCHESTRA MUSIC, FOR DIVERSE AUDIENCES THROUGHOUT WEST MICHIGAN. 0 0 6854470 5400 3045633 THE GRAND RAPIDS SYMPHONY IS AN INTEGRAL AND INDISPENSABLE PART OF THE WEST MICHIGAN COMMUNITY. THE INSTITUTION HAS LONG BEEN AN IMPORTANT PART OF THE COMMUNITY, WITH MUSICAL EXCELLENCE, DIVERSE PROGRAMMING, COLLABORATIVE SPIRIT, AND A COMMITMENT TO LEARNING, ALL ADDING TO THE QUALITY OF LIFE WE ENJOY IN WEST MICHIGAN. EACH YEAR, THE SYMPHONY OFFERS NINE MAIN SEASON CONCERT SERIES AND A SUMMER SERIES, REACHING APPROXIMATELY 200,000 PEOPLE THROUGH 400 PERFORMANCES. 231428 GATEWAY TO MUSIC IS THE GRAND RAPIDS SYMPHONY'S MATRIX OF 16 EDUCATION AND ACCESS PROGRAMS THAT SERVES MORE THAN 80,000 CHILDREN AND ADULTS EACH YEAR.CURRENT GATEWAY TO MUSIC PROGRAMS FALL INTO ONE OF FOUR CATEGORIES: CHILDREN AND YOUTH, ADULTS, YOUNG MUSICIANS, AND FAMILIES.CHILDREN AND YOUTH - THIRD GRADE CONCERTS: FEATURING SYMPHONY PRINCIPAL PERCUSSION BILL VITS, THIRD GRADE CONCERTS HIGHLIGHT THE HISTORY USE OF TRADITIONAL PERCUSSION INSTRUMENTS.- FIFTH GRADE CONCERTS: FIFTH GRADE CONCERTS INCORPORATE A CLASSROOM FEEL INTO A TRADITIONAL CONCERT STRUCTURE, INCLUDING VISUAL ELEMENTS AND A DISPLAY OF STUDENT ARTWORK CREATED FOR A DESIGNATED PIECE ON THE PROGRAM.- ARTISTS IN RESIDENCE PROGRAM: THIS EXTENSIVE EDUCATION PROGRAM INCORPORATES EDUCATIONAL OPPORTUNITIES FOR GRADES K-6 AND ADDS ADDITIONAL IN-SCHOOL PERFORMANCES BY SMALL ENSEMBLES.ADULTS- NOOKS AND CRANNIES TOURS: THESE ONE HOUR TOURS PROVIDE AN OPPORTUNITY TO EXPLORE DEVOS PERFORMANCE HALL AND INVITE DISCUSSION ABOUT CAREERS IN THE ARTS.- ACCESS TO MUSIC CONCERTS: CONCERTS DESIGNED TO PROVIDE A WELCOMING EXPERIENCE FOR GUESTS WITH PHYSICAL AND ECONOMIC LIMITATIONS.- MUSIC FOR HEALTH: A COLLABORATIVE PARTNERSHIP BETWEEN THE GRAND RAPIDS SYMPHONY AND SPECTRUM HEALTH, MUSIC FOR HEALTH OFFERS EFFECTIVE NEUROLOGIC MUSIC THERAPY TO PATIENTS IN MEDICAL SETTINGS AS A REHABILITATION INTERVENTION FOLLOWING NEUROLOGIC INJURY. - GR SYMPHONY CHORUS: AN ALL-VOLUNTEER ORGANIZATION COMPRISED OF 130 MEMBERS, THE CHORUS IS DEDICATED TO ACHIEVING EXCELLENCE IN CHORAL PRESENTATIONS. THE CHORUS PERFORMS WITH THE SYMPHONY THREE TIMES PER YEAR.YOUNG MUSICIANS- MOSAIC SCHOLARSHIPS: MOSAIC SCHOLARSHIPS PROVIDE COMPLETELY SUBSIDIZED PRIVATE INSTRUCTION ON THEIR INSTRUMENTS TO AFRICAN-AMERICAN AND HISPANIC INSTRUMENTAL STUDENTS.- SIDE BY SIDE CONCERTS: THE SIDE BY SIDE CONCERTS ENABLE STUDENTS TO PERFORM ALONGSIDE THE GRAND RAPIDS SYMPHONY MUSICIANS ON A CONCERT IN THEIR SCHOOL.- GRS YOUTH CHORUSES: THE YOUTH CHORUS PROGRAMS PROVIDE AN OPPORTUNITY FOR STUDENTS AGES 6-18 TO SING AT SELECT SYMPHONY PERFORMANCES.- GRS YOUTH SYMPHONY AND CLASSICAL ORCHESTRA: THE YOUTH SYMPHONY PROGRAM PROVIDES ADVANCED ENSEMBLE PERFORMANCE OPPORTUNITIES FOR HIGHLY SKILLED STUDENTS IN THE GRAND RAPIDS AREA.FAMILIES- LOLLIPOPS CONCERTS: 45 MINUTE CONCERTS CONNECTED TO CLASSIC CHILDREN'S LITERATURE DESIGNED TO ENGAGE YOUNG CHILDREN AND REINFORCE LEARNING IN THE HOME AND AT SCHOOL.- FAMILY SERIES CONCERTS: CONCERTS DESIGNED TO INSPIRE AND MOTIVATE YOUNG MUSICIANS WHO ARE JUST STARTING OUT ON THEIR INSTRUMENTS AND ENCOURAGE THOSE WHO AREN'T PLAYING TO GIVE IT A TRY.- SYMPHONY SCORECARD: ACCESS PROGRAM DESIGNED TO PROVIDE FREE CONCERT TICKETS AND TRANSPORTATION TO FAMILIES AND INDIVIDUALS RECEIVING FINANCIAL ASSISTANCE FROM THE STATE OF MICHIGAN AND ACTIVE MILITARY HOUSEHOLDS.- FREE FOR FAMILIES: CREATING A CULTURE OF MUSIC APPRECIATION AND STRENGTHENING FAMILY ARTS AND CULTURE ENGAGEMENT OPPORTUNITIES IN WEST MICHIGAN. THIS PROGRAM OFFERS TWO FREE CHILDREN TICKETS WITH EVERY FULL-PRICED ADULT TICKET PURCHASED. 7085898 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 62 0 1 264 1 1 1 0 0 0 0 1 1 0 0 0 0 X 45 44 0 1 0 0 1 1 0 1 1 0 0 0 1 1 0 1 1 1 0 0 MI X JIM PIKE 6164549451 300 OTTAWA AVENUE NW SUITE 100 GRAND RAPIDS MI 49503 SARA ARMBRUSTER DIRECTOR 2.00 X 0 0 0 GEORGE BAYARD DIRECTOR 2.00 X 0 0 0 KARL BETZ DIRECTOR 2.00 X 0 0 0 PEG BREON DIRECTOR 2.00 X 0 0 0 DAVID EISLER DIRECTOR 2.00 X 0 0 0 MIKE ELLIS VICE CHAIRPERSON 2.00 X X 0 0 0 ANETTE ESTRADA TREASURER 2.00 X X 0 0 0 ROBERT FAIRMAN DIRECTOR 2.00 X 0 0 0 GENE FORD DIRECTOR 2.00 X 0 0 0 CHUCK FRAYER CHAIRPERSON ELECT 2.00 X X 0 0 0 LARRY GERBENS DIRECTOR 2.00 X 0 0 0 MARCIA HAAS DIRECTOR 2.00 X 0 0 0 CHRIS HUFNAGEL DIRECTOR 2.00 X 0 0 0 DON HUNT DIRECTOR 2.00 X 0 0 0 JOHN IRWIN DIRECTOR 2.00 X 0 0 0 DOTTIE JOHNSON DIRECTOR 2.00 X 0 0 0 AMY KEANE DIRECTOR 2.00 X 0 0 0 DOUG KLEIN DIRECTOR 2.00 X 0 0 0 PETER KOK DIRECTOR 2.00 X 0 0 0 HERB LANTINGA DIRECTOR 2.00 X 0 0 0 JOE LEVAN DIRECTOR 2.00 X 0 0 0 TIM LIANG VICE CHAIRPERSON 2.00 X X 0 0 0 ANDOLA MATHIS DIRECTOR 2.00 X 0 0 0 TIM O'DONOVAN VICE CHAIRPERSON 2.00 X X 0 0 0 JUAN OLIVAREZ FORMER DIRECTOR 2.00 X 0 0 0 GINA PAUL DIRECTOR 2.00 X 0 0 0 JERRY PEARSON FORMER DIRECTOR 2.00 X 0 0 0 PETER PEREZ IMMEDIATE PAST CHAIRPERSON 2.00 X X 0 0 0 KATHLEEN PONITZ DIRECTOR 2.00 X 0 0 0 JOHN PORTERFIELD FORMER DIRECTOR 2.00 X 0 0 0 CLIFTON RHODES DIRECTOR 2.00 X 0 0 0 LARRY ROBSON VICE CHAIRPERSON 2.00 X X 0 0 0 MARVIN SAPP DIRECTOR 2.00 X 0 0 0 CAROL SAROSIK DIRECTOR 2.00 X 0 0 0 JOHN SCHNEIDER DIRECTOR 2.00 X 0 0 0 DAVE STAPLES DIRECTOR 2.00 X 0 0 0 KAREN HENRY STOKES SECRETARY 2.00 X X 0 0 0 MARY TUUK VICE CHAIRPERSON 2.00 X 0 0 0 STEVE WATERBURY FORMER DIRECTOR 2.00 X 0 0 0 KATE PEW WOLTERS CHAIRPERSON 2.00 X X 0 0 0 PETER KJOME PRESIDENT AND CEO 38.00 2.00 X X 161615 0 838 BOB CONNERS DIRECTOR 2.00 X 0 0 0 EILEEN DEVRIES DIRECTOR 2.00 X 0 0 0 JOHN HENDRICKSON DIRECTOR 2.00 X 0 0 0 ART JOHNSON DIRECTOR 2.00 X 0 0 0 MILT ROHWER DIRECTOR 2.00 X 0 0 0 RENEE TABBEN DIRECTOR 2.00 X 0 0 0 DAVID THOMPSON DIRECTOR 2.00 X 0 0 0 DAVID WHITESCARVER DIRECTOR 2.00 X 0 0 0 CHRISTINE MULKA FORMER INTERIM VICE PRESID 38.00 2.00 X 25545 0 928 ROSS HINKLE FORMER DIRECTOR OF FINANCE AND AD 38.00 2.00 X 31218 0 2934 DAVID LOCKINGTON FORMER MUSIC DIRECTOR 40.00 X 130091 0 13094 348469 0 17794 2 0 1 0 0 168547 807511 5564420 254292 6540478 DIRECT CONCERT REVENUE 711130 3044092 3044092 PROGRAM ADVERTISING RE 541800 282551 282551 3326643 4160 4160 131421 168547 207976 -76555 -76555 23704 9764 13940 13940 MISCELLANEOUS 900099 1541 1541 1541 9810207 3045633 282551 -58455 5400 5400 15569 15569 221756 65602 81311 74843 4458401 3579190 616543 262668 919702 730988 138850 49864 506483 393409 77613 35461 145249 145249 800 720 80 77209 77209 28648 28648 848765 848765 958283 3064 858635 96584 92267 27779 6070 58418 28587 5378 16134 7075 36291 36291 181311 40292 94012 47007 75301 70543 4758 26215 9343 16772 100 133448 133327 121 30343 11650 18693 28003 8193 19810 CONCERT PROGRAMMING 1137724 1137724 RECORDING/BROADCASTING/ 93516 93516 DONOR RELATIONS 62289 225 9 62055 MISCELLANEOUS 6584 2257 4327 10118144 7085898 2300317 731929 340122 403357 4921396 4876840 117040 85153 92144 102839 888036 646839 93737 241197 390540 335340 950000 100037 6904979 6144763 1188719 1534872 978135 1031712 1376064 516000 3542918 3082584 X -2554998 -3215615 4656338 5018629 1260721 1259165 3362061 3062179 6904979 6144763 -307937 8055 0 X X 0 1 X 1 0 X 6171288 4456453 7137554 6696123 6540478 31001896 3110055 2825934 2836206 2714409 3044092 14530696 9281343 7282387 9973760 9410532 9584570 45532592 3631975 670050 4019326 2705000 1982420 13008771 0 3631975 670050 4019326 2705000 1982420 13008771 32523821 21861 26317 6247 9273 4160 67858 21861 26317 6247 9273 4160 67858 13844 11133 24977 66300 196055 133531 69825 156666 622377 9383348 7504759 10124671 9489630 9745396 46247804 0.70330 0.68640 0.00150 0.00150 X SECTION B, LINE 12: OTHER INCOME INCLUDES SPECIAL EVENTS, GAMING ACTIVITIES AND SALE OF INVENTORY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1260721 -1556 1259165 120926 1150000 -10205 1260721 110607 10319 120926 106682 3925 110607 118393 -11711 106682 1.00000 1 1 1 210997 205289 5708 220448 211230 9218 456591 230320 226271 241197 POOLED INCOME 226175 F BENEFICIAL INTEREST 109165 F 335340 SPLIT INTEREST OBLIGATIONS 16000 LINE OF CREDIT 500000 516000 X 9870326 8055 52064 60119 9810207 0 9810207 10170208 52064 52064 10118144 0 10118144 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THE SOCIETY TO BE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TAX POSITIONS TAKEN ARE ASSESSED FOR UNCERTAINTY AND A PROVISION MAY BE RECORDED IF A TAX POSITION IS NOT LIKELY TO BE SUSTAINED UPON EXAMINATION. IN ADDITION, THE ENTITY QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND IS CLASSIFIED AS AN ORGANIZATION THAT IS A PUBLIC CHARITY UNDER SECTION 509(A)(2). PART V, LINE 4 THE INTENDED USE OF ENDOWMENT FUNDS IS TO PROVIDE FUTURE GRANTS TO SPECIFIC PROGRAMS AND TO HELP SUPPORT OPERATIONS. X X X X X X X 1 JMILITO & ASSOCIATES INC 1133 MAPLEGROVE DR GRAND RAPIDS MI 49504 TELEMARKETING 0 66674 7815 0 KENNARI CONSULTING 401 HALL STREET SUITE 309 GRAND RAPIDS MI 49506 FUNDRAISING CONSULTING 0 0 20833 0 66674 28648 MI BRAVO 225974 146883 79091 1100 47731 37024 2000 29772 CELEBRATION OF SOUL 42032 21664 20368 16299 21419 2929 18740 8 31962 0 31962 4214 9136 1309 16303 299968 168547 131421 1100 68244 67579 6238 64815 207976 -76555 23704 1000 7654 1110 0 23704 1000 7654 1110 9764 13940 MI 1 0 1 0 1.00000 JIM PIKE 300 OTTAWA AVE NW STE 100 GRAND RAPIDS MI 49503 0 0 1 MOSAIC SCHOLARS PROGRAM SUPPORT MATERIALS 20 1683 ORIGINAL COST OF SUPPLIES AND FAIR VALUE OF EQUIPMENT RENTAL AND TICKETS INSTRUMENT RENTAL, CONCERT TICKETS, MUSIC AND SUPPLIES. MOSAIC SCHOLARS PRIVATE INSTRUCTION 20 3717 ORIGINAL COST OF INSTRUCTION INSTRUCTION SCHEDULE I, PART III COLUMN (B) THE SYMPHONY IDENTIFIES MOSAIC SCHOLARSHIP RECIPIENTS THROUGH A RIGOROUS APPLICATION PROCESS. THE SYMPHONY PROVIDES THE FOLLOWING FOR EACH RECIPIENT: 1. INSTRUMENT RENTAL FEES, 2. 24 1/2 HOUR MUSIC LESSONS ON THEIR INSTRUMENT, 3. COACHING AND MENTORING ADVISORY ASSISTANCE, 4. SHEET MUSIC AND OTHER SUPPLIES, 5. A RECITAL AT THE END OF THE YEAR. SCHEDULE I, PART I LINE 2 THE SYMPHONY ENGAGES AND DIRECTLY PAYS THE MUSICIAN- INSTRUCTORS AND ACCOMPANISTS FOR THEIR SERVICES. THE MUSICIAN- INSTRUCTORS COMPLETE LESSON PLANS AND ASSESSMENTS FOR EACH STUDENT, WHICH ARE SUBMITED TO THE DIRECTOR OF EDUCATION FOR REVIEW. FOR EACH CHECK RUN AFTER EACH LESSON PROVIDED, THE MUSICIAN- INSTRUCTORS PROVIDE PROGRAM EVALUATIONS TO THE DIRECTOR OF EDUCATION, ATTENED A GALA EVENT HONORING THE STUDENTS AND SHOWCASING THE PROGRAM, AND PARTICIPANT IN AND ATTEND THE ANNUAL RECITAL. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 PETER KJOME PRESIDENT AND CEO 161615 0 0 0 0 0 0 0 838 0 162453 0 0 0 X 8 46884 FAIR MARKET VALUE X CELLO 1 140000 APPRAISAL X PARKING 1 67408 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION ENGAGED A THIRD-PARTY INDEPENDENT CONTRACTOR TO PERFORM FINANCIAL MANAGEMENT SERVICES. NO INDIVIDUALS REPORTED IN PART VII SECTION A RECEIVED COMPENSATION FROM THIS THIRD-PARTY. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF DIRECTORS AT AN ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF DIRECTORS AT AN ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE OUTSOURCED CFO, THE TREASURER, FINANCE COMMITTEE AND BOARD PRIOR TO THE RETURN BEING SIGNED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS SET BY THE EXECUTIVE COMMITTEE. THEIR DECISION IS BASED ON NATIONAL INDUSTRY COMPARISONS AND LOCAL INDUSTRY KNOWLEDGE COMPENSATION IS REVIEWED, AT MINIMUM, ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT WITH FINANCIAL DATA IS AVAILABLE ON THE WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST WITHIN CORPORATE OFFICE. FORM 990, PART XXI, LINE 2C THE FINANCE COMMITTEE HAS THE RESPONSIBILITY OF THE OVERSIGHT OF THE ANNUAL AUDIT AND THE SELECTION OF INDEPENDENT AUDITORS. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT FUND 300 OTTAWA AVE NW GRAND RAPIDS MI 49503 382243585 TO PROVIDE SUPPLEMENTAL SUPPORT OF GRAND RAPIDS SYMPHONY OPERATIONS MI 501(C)(3) 170(B)(2) (A)(VI) GRAND RAPIDS SYMPHONY SOCIETY 1 0 0 1 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT C 807511 ACTUAL AMOUNT OF GRANT RECEIVED GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT O 103175 WAGE ALLOCATIONS GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT E 375000 FUNDS ADVANCED