2015-07-15T13:30:18-05:00 2014-08-31 351178661 BLUE & CO LLC 12800 N MERIDIAN STREET SUITE 400 CARMEL IN 46032 990 2013-09-01 350998627 INDIANA SYMPHONY SOCIETY INC INDI 3172621100 32 EAST WASHINGTON STREET NO 600 INDIANAPOLIS IN 462042919 STEVE HAMILTON VP OF FINANCE 3172621882 2015-07-10 1 ANGELA N CRAWFORD P00573197 3178488920 2015-07-10 2013 2016-02-25 16:41:14Z STEVE HAMILTON 32 EAST WASHINGTON STREET NO 600 INDIANAPOLIS IN 462042919 23113703 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. 40 39 438 995 144479 0 22060532 14559059 7174817 8011912 5 5730 504348 -208777 29739702 22367924 0 0 0 0 11811358 14065382 337828 125254 1344337 10694922 9926333 22844108 24116969 6895594 -1749045 11187213 10435326 20755062 21752219 -9567849 -11316893 X TO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL. 0 0 20713618 8022739 THE INDIANAPOLIS SYMPHONY ORCHESTRA IS THE LARGEST PERFORMING ARTS ORGANIZATION IN THE STATE OF INDIANA, PERFORMING A YEAR-ROUND SCHEDULE OF OVER 150 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 250,000 PATRONS EACH YEAR.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 AND AROUND THE WORLD THROUGH WWW.INSTANTENCORE.COM, A SITE THAT OFFERS CONCERT RECORDINGS FOR DOWNLOAD ON COMPUTERS AND MP3 DEVICES.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. 20713618 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 1 185 0 1 438 1 1 1 0 0 0 0 1 1 0 0 0 0 X 40 39 1 0 0 0 0 0 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 ALTEMEYER DON DIRECTOR 2.00 X 0 0 0 AMLUNG SHERRY DIRECTOR 2.00 X 0 0 0 ANKER ROBERT A DIRECTOR 2.00 X 0 0 0 AZAR II THE HONORABLE ALEX M DIRECTOR 2.00 X 0 0 0 BALOGH DEBORAH WARE DIRECTOR 2.00 X 0 0 0 BARNETTE CHARLENE SECRETARY 2.00 X X 0 0 0 BECHER MICHAEL DIRECTOR 2.00 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 VINCE VICE CHAIR 2.00 X X 0 0 0 COWLES TRENT DIRECTOR 2.00 X 0 0 0 CRANFILL ANDREA DIRECTOR 2.00 X 0 0 0 GINSTLING GARY CEO 37.50 X X 235774 0 24337 HANNON CAITLIN DIRECTOR 2.00 X 0 0 0 HOWARD PHD PETER DIRECTOR 2.00 X 0 0 0 HUNT ANN HAMPTON DIRECTOR 6.00 X 0 0 0 LAMKIN MARTHA D CHAIR 15.00 X X 0 0 0 LECHLEITER SARAH L DIRECTOR 2.00 X 0 0 0 MANGIA KAREN 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 MORSE JR PETER A DIRECTOR 2.00 X 0 0 0 MOSS GERALD L DIRECTOR 5.00 X 0 0 0 NYTES JACKIE DIRECTOR 2.00 X 0 0 0 O'NEIL MICHAEL P DIRECTOR 2.00 X 0 0 0 PANTZER HOLLY M TREASURER 2.00 X X 0 0 0 PASHOS KAY DIRECTOR 2.00 X 0 0 0 SCHLOSS ALICE K DIRECTOR 2.00 X 0 0 0 SHAHEEN YVONNE DIRECTOR 2.00 X 0 0 0 SMITH JR J ALBERT 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 WEBER NICK 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 ZINK JAMES C DIRECTOR 2.00 X 0 0 0 ZINN JENNIFER DIRECTOR 2.00 X 0 0 0 EVERLY JACK POPS CONDUCTOR 37.50 X 257806 0 13008 URBANSKI KRZYSZTOF MUSIC DIRECTOR & CONDUCTOR 37.50 X 378000 0 11340 CHEN MIKE MUSICIAN 37.50 X 110372 0 32163 CHRISTEN JENNIFER MUSICIAN 37.50 X 119389 0 13498 DEPUE ZACHARY CONCERTMASTER 37.50 X 216913 0 12157 QUINN QUENTIN STAGE MANAGER 37.50 X 148709 0 35766 SCHLABACH K BLAKE ORCH PERSONNEL MGR & MUSICIAN 37.50 X 147488 0 29943 1614451 0 172212 11 0 1 0 HIRONS AND COMPANY 422 E NEW YORK ST INDIANAPOLIS IN 46202 ADVERTISING AGENCY 860137 AMERICAN SEATING 401 AMERICAN SEATING CENTER GRAND RAPIDS MI 49504 CONSTRUCTION 614706 BARNES & THORNBURG 11 S MERIDIAN ST INDIANAPOLIS IN 46204 LAW FIRM 183203 FIRST PERSON BENEFIT ADVISORS 9000 KEYSTONE CROSSING STE 910 INDIANAPOLIS IN 46240 HR CONSULTING 163685 COMMUNITY COUNSELING SERVICE PO BOX 824885 PHILADELPHIA PA 19182 DEVELOPMENT CONSULTING 159300 10 239559 6509767 216930 7592803 1575203 14559059 TICKET SALES & FEES INCOME 900099 8011912 8011912 8011912 90 90 289486 552614 -263128 -263128 -263128 5640 0 5640 5640 5640 96595 239559 193115 -96520 -96520 1255 50 1205 1205 PROGRAM ADVERTISING 541800 144479 144479 MISCELLANEOUS INCOME 900099 5187 5187 149666 22367924 8022739 144479 -358353 1076497 721021 355476 9199425 7961978 565001 672446 1321559 1290228 14073 17258 1789504 1600319 82799 106386 678397 580927 44982 52488 48446 402 47975 69 31390 31390 125254 125254 666459 508414 151920 6125 856659 856659 1291691 914871 313078 63742 1823067 1741947 40560 40560 52360 17750 22069 12541 13505 5033 8472 61961 61961 283475 214955 68520 162206 24948 137258 GUEST ARTISTS 2449581 2449581 GENERAL PRODUCTION 909536 909536 HOSPITALITY 207974 207056 918 MUSIC & INSTRUMENT RENT 192117 192117 875906 515876 112562 247468 24116969 20713618 2059014 1344337 247938 152783 8179395 6797532 465442 282549 490407 793100 14955153 12573439 1775004 2381714 29027 27648 11187213 10435326 1140250 1471923 1835165 1973074 7334992 7695543 10444655 10611679 20755062 21752219 X -19859013 -19749342 10291164 8432449 -9567849 -11316893 11187213 10435326 X -1749045 1 X X 0 1 X 1 0 X 16484796 18502461 19143457 22060532 14559059 90750305 16484796 18502461 19143457 22060532 14559059 90750305 6445429 84304876 302110 320118 310061 299755 289486 1521530 213741 195545 199640 155790 144479 909195 93181030 733722 0.90470 0.90710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33084697 65000 1849165 391714 34607148 32727140 64500 995014 701957 33084697 31941172 489600 773510 477142 32727140 30597282 220278 1471211 347599 31941172 30281572 5335 522745 212370 30597282 0.00000 0.93630 0.06370 0 1 1 10016516 8481573 1534943 4938637 4091866 846771 2381714 OTHER LIABILITIES 150265 PENSION LIABILITY 10461414 10611679 X 22874575 27600 -266728 -239128 23113703 -745779 -745779 22367924 24623619 27600 745780 773380 23850239 266730 266730 24116969 PART V, LINE 4: TO SUPPORT THE INDIANA SYMPHONY SOCIETY, INC. PART X, LINE 2: INCOME TAXES THE SOCIETY IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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 2014 AND 2013. 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, 2014 AND 2013, 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, 2013. 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 -266,730. ROUNDING 2. PART XI, LINE 4B - OTHER ADJUSTMENTS: TENANT EXPENSES -552,614. FUNDRAISING & GAMING EXPENSES -193,165. PART XII, LINE 2D - OTHER ADJUSTMENTS: TENANT EXPENSES 552,614. FUNDRAISING & GAMING EXPENSES 193,166. PART XII, LINE 4B - OTHER ADJUSTMENTS: SYMPHONIC POPS CONSORTIUM EXPENSES NETTED AGAINST REVENUE 266,730. X X X X X X X 1 TAYLAR DEVELOPMENT LLC 219 N MILWAUKEE ST 5TH FLOOR MILWAUKEE WI 53202 TELEMARKETING 0 386792 122010 264782 386792 122010 264782 IN GALA 230191 147196 82995 41650 59549 52962 MAESTRO OPEN 89498 75898 13600 12566 23033 1 16465 16465 2471 884 336154 239559 96595 56687 59549 76879 193115 -96520 X 0 1 X 0 0 0 0 0 0 0 0 0 GINSTLING GARY CEO 210314 0 25000 0 460 0 6029 0 18308 0 260111 0 0 0 EVERLY JACK POPS CONDUCTOR 256099 0 0 0 1707 0 2108 0 10900 0 270814 0 0 0 URBANSKI KRZYSZTOF MUSIC DIRECTOR & CONDUCTOR 318000 0 60000 0 0 0 11340 0 0 0 389340 0 0 0 DEPUE ZACHARY CONCERTMASTER 216863 0 0 0 50 0 2704 0 9453 0 229070 0 0 0 QUINN QUENTIN STAGE MANAGER 147947 0 0 0 762 0 13386 0 22380 0 184475 0 0 0 SCHLABACH K BLAKE ORCH PERSONNEL MGR & MUSICIAN 147350 0 0 0 138 0 7015 0 22928 0 177431 0 0 0 PART I, LINE 1B SOCIAL CLUB DUES ARE REIMBURSED FOR SPECIFIC EMPLOYEES IN ORDER TO ASSIST IN DEVELOPMENT FUNCTIONS AS APPROVED BY MANAGEMENT. FORM 990, SCHEDULE J, PART II WAGES REPORTED ARE BASED ON 2013 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 63 1436203 FMV X 7 23808 COST X PRINTING & AD 4 68312 COST X INSTRUMENTS & 4 24881 COST X HOTEL ROOMS 3 20659 COST X FLOWERS AND D 1 1170 COST X TICKETS 1 170 COST 0 0 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 B, LINE 11 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 2013 CALENDAR YEAR END. FORM 990, PART XI, LINE 9: ROUNDING 1. 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 462012919 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 0 0