INDIANA SYMPHONY SOCIETY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA SYMPHONY SOCIETY INC (EIN 35-0998627)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-07-03
- IRS object ID
- 201411849349300111
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-07-03T12:36:49-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351178661 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST SUITE 400 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350998627 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA SYMPHONY SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INDI | NameControl |
| Phone | 3172621100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 EAST WASHINGTON STREET NO 600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462042919 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE HAMILTON | Name |
| Title | VP OF FINANCE | Title |
| Phone | 3172621882 | Phone |
| Date Signed | 2014-07-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANGELA N CRAWFORD | Name |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | Phone |
| Date Prepared | 2014-07-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVE HAMILTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 EAST WASHINGTON STREET NO 600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462042919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29788551 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.INDIANAPOLISSYMPHONY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1937 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | TO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 585 | TotalNbrEmployees |
| Total Nbr Volunteers | 613 | TotalNbrVolunteers |
| Total Gross UBI | 155790 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 19123922 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 22060532 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7478609 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7174817 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 382993 | OtherRevenuePriorYear |
| Other Revenue Current Year | 504348 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 26985547 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29739702 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20371955 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11811358 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 61280 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 337828 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1316879 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10615094 | OtherExpensePriorYear |
| Other Expenses Current Year | 10694922 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 31048329 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22844108 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4062782 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6895594 | RevenuesLessExpensesCY |
| Total Assets BOY | 6999322 | TotalAssetsBOY |
| Total Assets EOY | 11187213 | TotalAssetsEOY |
| Total Liabilities BOY | 23462765 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20755062 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -16463443 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -9567849 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19515808 | Expense |
| Revenue | 7252129 | Revenue |
| Description | 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 230,000 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 80,000 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 THE ADJACENT SYMPHONY CENTRE OFFICE BUILDING IS OWNED AND OPERATED 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. | Description |
| Total Program Service Expense | 19515808 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 148 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 585 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE HAMILTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3172621882 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 EAST WASHINGTON STREET NO 600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462042919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 3.00 | X | 0 | 0 | 0 | X | ||||
| BASSETT DENNIS L | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| BENTLEY BARRY J | ||||||||||
| VICE CHAIR, MARKETING | 2.00 | X | 0 | 0 | 0 | X | ||||
| BLACKBURN ALPHA | ||||||||||
| 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 | |||||
| CANNON JOHN | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| CAPONI VINCE | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| CRANFILL ANDREA | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| GINSTLING GARY | ||||||||||
| CEO | 37.50 | X | 0 | 0 | 0 | X | ||||
| GROTH JACQUELINE RESIGNED | ||||||||||
| 3/15/13 INTERIM PRESIDENT AND CEO | 37.50 | X | 186364 | 0 | 13278 | X | 7.50 | |||
| HOWARD PHD PETER | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| HUNT ANN HAMPTON | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| LAMKIN MARTHA D | ||||||||||
| CHAIR | 15.00 | X | 0 | 0 | 0 | X | ||||
| LECHLEITER SARAH L | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| MAURER MORRIE | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| MENKE CONNIE | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| MERSEREAU KAREN H | ||||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||||
| MORGAN AGAPITO | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| MORSE JR PETER A | ||||||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |||||
| MOSS GERALD L | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| MUTZ JOHN M | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| NYTES JACKIE | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| PANTZER HOLLY M | ||||||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | ||||
| RATHBUN JOSETTE C | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| SCHLEGEL FRED E | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| SCHLOSS ALICE K | ||||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||||
| SHAHEEN YVONNE | ||||||||||
| VICE CHAIR, DEVELOPMENT | 4.00 | X | 0 | 0 | 0 | X | ||||
| TAYLOR KEVIN D | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| THORNBURGH JOHN R | ||||||||||
| IMMEDIATE PAST CHAIR | 4.00 | X | 0 | 0 | 0 | X | ||||
| TOBIAS MARIANNE WILLIAMS | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| ULREY SUE | ||||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||||
| WEBER NICK | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| WHITE KEITH | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| WILHELM RALPH V | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| WOOD RICHARD D | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| ZINK JAMES C | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| ZINK WAYNE P | ||||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||||
| EVERLY JACK | ||||||||||
| POPS CONDUCTOR | 37.50 | 219623 | 0 | 11869 | X | |||||
| RAMSEY THOMAS RESIGNED 21713 | ||||||||||
| VP OF OPERATIONS/GENERAL M | 37.50 | 161214 | 0 | 28825 | X | |||||
| URBANSKI KRZYSZTOF | ||||||||||
| MUSIC DIRECTOR & CLASSICAL CONDUCTOR | 37.50 | 269308 | 0 | 6939 | X | |||||
| ALFORD P ALAN | ||||||||||
| STAGE TECHNICIAN | 37.50 | 101339 | 0 | 25519 | X | |||||
| DEPUE ZACHARY | ||||||||||
| CONCERTMASTER | 37.50 | 176476 | 0 | 10827 | X | |||||
| OUTLAND BETH | ||||||||||
| VICE PRESIDENT OF COMMUNITY ENGAGEMENT | 37.50 | 108316 | 0 | 25233 | X | |||||
| QUINN QUENTIN | ||||||||||
| STAGE MANAGER | 37.50 | 147021 | 0 | 32688 | X | |||||
| SCHLABACH K BLAKE | ||||||||||
| ORCHESTRA PERSONEL MANAGER | 37.50 | 143309 | 0 | 27201 | X | |||||
| CROOKALL SIMON RESIGNED 2112 | ||||||||||
| PRESIDENT & CEO | 0.00 | 172287 | 0 | 2000 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1685257 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 184379 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THREE-SIXTY GROUP | |||||
| 36 SOUTH PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | DESIGN, PRINTING, AND ADVERTISING AGENCY | 656158 |
| HIRONS AND COMPANY | |||||
| 422 E NEW YORK ST | INDIANAPOLIS | IN | 46202 | ADVERTISING AGENCY | 487905 |
| BARNES & THORNBURG | |||||
| 11 S MERIDIAN ST | INDIANAPOLIS | IN | 46204 | LAW FIRM | 384127 |
| SECURITAS SECURITY SERVICES | |||||
| PO BOX 403412 | ATLANTA | GA | 30384 | SECURITY | 126050 |
| MATNEY & ASSOCIATES | |||||
| 728 SILVERLEAD DR PO BOX 971 | GREENWOOD | IN | 46142 | INFORMATION TECHNOLOGY SERVICES | 111119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 65043 | FundraisingEvents |
| Related Organizations | 6395350 | RelatedOrganizations |
| Government Grants | 195250 | GovernmentGrants |
| All Other Contributions | 15404889 | AllOtherContributions |
| Noncash Contributions | 1695053 | NoncashContributions |
| Total Contributions | 22060532 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TICKET SALES & FEES INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 7174817 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7174817 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7174817 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5 | TotalRevenueColumn |
| Exclusion | $5 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 299750 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 10570 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 289180 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 289180 | TotalRevenueColumn |
| Exclusion | $289,180 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 18940 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 65043 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 38229 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -19289 | TotalRevenueColumn |
| Exclusion | -$19,289 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 1405 | GrossIncomeGaming |
| Gaming Direct Expenses | 50 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1355 | TotalRevenueColumn |
| Exclusion | $1,355 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| PROGRAM ADVERTISING | 541800 | 155790 | 155790 | |
| MISCELLANEOUS INCOME | 900099 | 77312 | 77312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 233102 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29739702 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7252129 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 155790 | UnrelatedBusinessRevenue |
| Exclusion | $271,251 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1070742 | Total |
| Program Services | 901642 | ProgramServices |
| Management And General | 169100 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8563694 | Total |
| Program Services | 7538959 | ProgramServices |
| Management And General | 526395 | ManagementAndGeneral |
| Fundraising | 498340 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -21716 | Total |
| Program Services | -53029 | ProgramServices |
| Management And General | 16712 | ManagementAndGeneral |
| Fundraising | 14601 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1481431 | Total |
| Program Services | 1323037 | ProgramServices |
| Management And General | 75895 | ManagementAndGeneral |
| Fundraising | 82499 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 717207 | Total |
| Program Services | 623033 | ProgramServices |
| Management And General | 53644 | ManagementAndGeneral |
| Fundraising | 40530 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276294 | Total |
| Program Services | 6447 | ProgramServices |
| Management And General | 269847 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33365 | Total |
| Management And General | 33365 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337828 | Total |
| Fundraising | 337828 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 717898 | Total |
| Program Services | 330771 | ProgramServices |
| Management And General | 269231 | ManagementAndGeneral |
| Fundraising | 117896 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1405470 | Total |
| Program Services | 1405470 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1196341 | Total |
| Program Services | 905506 | ProgramServices |
| Management And General | 245813 | ManagementAndGeneral |
| Fundraising | 45022 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2116038 | Total |
| Program Services | 2116038 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32863 | Total |
| Program Services | 14983 | ProgramServices |
| Management And General | 16733 | ManagementAndGeneral |
| Fundraising | 1147 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13253 | Total |
| Program Services | 3522 | ProgramServices |
| Management And General | 9731 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63350 | Total |
| Management And General | 63350 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339684 | Total |
| Program Services | 316734 | ProgramServices |
| Management And General | 22950 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155572 | Total |
| Program Services | 23021 | ProgramServices |
| Management And General | 132551 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| GUEST ARTISTS | 2403210 | 2403210 |
| GENERAL PRODUCTION | 841562 | 841562 |
| MUSIC ROYALTIES | 202077 | 202077 |
| CONCERT FRONT OF HOUSE | 157912 | 157912 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 740033 | Total |
| Program Services | 454913 | ProgramServices |
| Management And General | 106104 | ManagementAndGeneral |
| Fundraising | 179016 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22844108 | Total |
| Program Services | 19515808 | ProgramServices |
| Management And General | 2011421 | ManagementAndGeneral |
| Fundraising | 1316879 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89973 | BOY |
| EOY | 247938 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4545597 | BOY |
| EOY | 8179395 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281569 | BOY |
| EOY | 465442 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 589 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 417358 | BOY |
| EOY | 490407 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14253408 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12478404 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1638638 | BOY |
| EOY | 1775004 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25598 | BOY |
| EOY | 29027 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6999322 | BOY |
| EOY | 11187213 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1556552 | BOY |
| EOY | 1140250 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1832499 | BOY |
| EOY | 1835165 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7772133 | BOY |
| EOY | 7334992 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12301581 | BOY |
| EOY | 10444655 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23462765 | BOY |
| EOY | 20755062 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -21494221 | BOY |
| EOY | -19859013 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5030778 | BOY |
| EOY | 10291164 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -16463443 | BOY |
| EOY | -9567849 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6999322 | BOY |
| EOY | 11187213 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 6895594 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17772926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16484796 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18502461 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19143457 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22060532 | CurrentTaxYear |
| Total | 93964172 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17772926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16484796 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18502461 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19143457 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22060532 | CurrentTaxYear |
| Total | 93964172 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6324376 | AmountsSubstContributorsTotal |
| Public Support Total170 | 87639796 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 388970 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 302110 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 320118 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 310061 | CurrentTaxYearMinus1Year |
| Current Tax Year | 299755 | CurrentTaxYear |
| Total | 1621014 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 266075 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 213741 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 195545 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 199640 | CurrentTaxYearMinus1Year |
| Current Tax Year | 155790 | CurrentTaxYear |
| Total | 1030791 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 96615977 | TotalSupport |
| Gross Receipts From Admissions Etc | 8846621 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.90710 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92290 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32727140 | BeginningOfYearBalance |
| Contributions | 64500 | Contributions |
| Investment Earnings Or Losses | 995014 | InvestmentEarningsOrLosses |
| Other Expenditures | 701957 | OtherExpenditures |
| End Of Year Balance | 33084697 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31941172 | BeginningOfYearBalance |
| Contributions | 489600 | Contributions |
| Investment Earnings Or Losses | 773510 | InvestmentEarningsOrLosses |
| Other Expenditures | 477142 | OtherExpenditures |
| End Of Year Balance | 32727140 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30597282 | BeginningOfYearBalance |
| Contributions | 220278 | Contributions |
| Investment Earnings Or Losses | 1471211 | InvestmentEarningsOrLosses |
| Other Expenditures | 347599 | OtherExpenditures |
| End Of Year Balance | 31941172 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30281572 | BeginningOfYearBalance |
| Contributions | 5335 | Contributions |
| Investment Earnings Or Losses | 522745 | InvestmentEarningsOrLosses |
| Other Expenditures | 212370 | OtherExpenditures |
| End Of Year Balance | 30597282 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32801405 | BeginningOfYearBalance |
| Contributions | 197000 | Contributions |
| Investment Earnings Or Losses | -1830734 | InvestmentEarningsOrLosses |
| Other Expenditures | 886099 | OtherExpenditures |
| End Of Year Balance | 30281572 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.97750 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02250 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9330480 | OtherCostOrOtherBasis |
| Depreciation | 8345749 | Depreciation |
| Book Value | 984731 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4922928 | OtherCostOrOtherBasis |
| Depreciation | 4132655 | Depreciation |
| Book Value | 790273 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1775004 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LIABILITIES | $131,726 |
| PENSION LIABILITY | $10,312,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10444655 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 29544678 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 106393 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -350266 | OtherRevenues |
| Revenue Not Rptd F990 | -243873 | RevenueNotRptdF990 |
| Revenue Subtotal | 29788551 | RevenueSubtotal |
| Other Revenues Not Included | -48849 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -48849 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 29739702 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22649084 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 106393 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 48849 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 155242 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22493842 | ExpensesSubtotal |
| Other Expenses Not Included | 350266 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 350266 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22844108 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO SUPPORT THE INDIANA SYMPHONY SOCIETY, INC. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 ADVERTISING EXPENSES OFFSET ADVERTISING INCOME, THUS NO TAX WAS PAID DURING FISCAL 2013 AND 2012. 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, 2013 AND 2012, 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, 2012. 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 -341,489. HALL EXPENSE NETTED AGAINST REVENUE -4,777. BAD DEBT EXPENSE NETTED AGAINST REVENUE -4,000. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TENANT EXPENSES -10,570. FUNDRAISING & GAMING EXPENSES -38,279. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | TENANT EXPENSES 10,570. FUNDRAISING & GAMING EXPENSES 38,279. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SYMPHONIC POPS CONSORTIUM EXPENSES NETTED AGAINST REVENUE 341,489. HALL EXPENSE NETTED AGAINST REVENUE 4,777. BAD DEBT EXPENSE NETTED AGAINST REVENUE 4,000. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY COUNSELLING SERVICE | ||||||||
| PO BOX 27462 | NEW YORK | NY | 10087 | CONSULTING FOR DEVELOPMENT DEPARTMENT | 0 | 2113315 | 241590 | 1871725 |
| TAYLAR DEVELOPMENT LLC | ||||||||
| 219 N MILWAUKEE ST 5TH FLOOR | MILWAUKEE | WI | 53202 | TELEMARKETING | 0 | 302747 | 84200 | 218547 |
| NANCY BERST | ||||||||
| 429 E VERMONT ST 102 | INDIANAPOLIS | IN | 46202 | GRANT WRITER | 0 | 151500 | 12038 | 139462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2567562 | TotalGrossReceipts |
| Total Retained By Contractors | 337828 | TotalRetainedByContractors |
| Total Net To Organization | 2229734 | TotalNetToOrganization |
| Licensed States | IN | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MAESTRO OPEN | NameOfEvent1 |
| Gross Receipts Event1 | 83983 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 65043 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 18940 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 7459 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 29880 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Other Direct Expenses Other Events | 890 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 83983 | GrossReceiptsTotal |
| Charitable Contributions Total | 65043 | CharitableContributionsTotal |
| Gross Revenue Total Events | 18940 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 7459 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 30770 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 38229 | DirectExpenseSummaryEvents |
| Net Income Summary | -19289 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GROTH JACQUELINE RESIGNED | ||||||||||||||
| 3/15/13 INTERIM PRESIDENT AND CEO | 145606 | 0 | 40000 | 0 | 758 | 0 | 4411 | 0 | 8867 | 0 | 199642 | 0 | 0 | 0 |
| EVERLY JACK | ||||||||||||||
| POPS CONDUCTOR | 217916 | 0 | 0 | 0 | 1707 | 0 | 2318 | 0 | 9551 | 0 | 231492 | 0 | 0 | 0 |
| RAMSEY THOMAS RESIGNED 21713 | ||||||||||||||
| VP OF OPERATIONS/GENERAL M | 148402 | 0 | 10000 | 0 | 2812 | 0 | 4984 | 0 | 23841 | 0 | 190039 | 0 | 0 | 0 |
| URBANSKI KRZYSZTOF | ||||||||||||||
| MUSIC DIRECTOR & CLASSICAL CONDUCTOR | 199308 | 0 | 70000 | 0 | 0 | 0 | 6939 | 0 | 0 | 0 | 276247 | 0 | 0 | 0 |
| DEPUE ZACHARY | ||||||||||||||
| CONCERTMASTER | 176432 | 0 | 0 | 0 | 44 | 0 | 2189 | 0 | 8638 | 0 | 187303 | 0 | 0 | 0 |
| QUINN QUENTIN | ||||||||||||||
| STAGE MANAGER | 146625 | 0 | 0 | 0 | 396 | 0 | 13186 | 0 | 19502 | 0 | 179709 | 0 | 0 | 0 |
| SCHLABACH K BLAKE | ||||||||||||||
| ORCHESTRA PERSONEL MANAGER | 143182 | 0 | 0 | 0 | 127 | 0 | 6015 | 0 | 21186 | 0 | 170510 | 0 | 0 | 0 |
| CROOKALL SIMON RESIGNED 2112 | ||||||||||||||
| PRESIDENT & CEO | 21495 | 0 | 0 | 0 | 150792 | 0 | 647 | 0 | 1353 | 0 | 174287 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1B | SOCIAL CLUB DUES ARE REIMBURSED FOR SPECIFIC EMPLOYEES IN ORDER TO ASSIST IN DEVELOPMENT FUNCTIONS AS APPROVED BY MANAGEMENT. | |
| PART I, LINE 4A | SIMON CROOKALL RESIGNED 2/1/12. AS PART OF THE SEVERANCE AGREEMENT, $37,500 WAS PAID OUT DURING THE FISCAL YEAR ENDING 8/31/13. | |
| PART III | WAGES REPORTED ARE BASED ON 2012 CALENDAR YEAR. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | VARIOUS INDIVIDUALS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of 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. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18800 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE PROCEEDS | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 52 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1491435 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 23 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 22983 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MUSIC AND CDS | 2 | 7034 | COST |
| X | PRINTING & ADVERTISING | 6 | 135069 | COST |
| X | INSTRUMENTS, RENTALS, AND REPAIRS | 4 | 5895 | COST |
| X | FLOWERS AND DECORATIONS | 1 | 1800 | COST |
| X | HOTEL ROOMS | 3 | 12037 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | A BROKERAGE FIRM IS USED TO SELL ALL STOCK THAT IS DONATED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 PERFORMANCE AND COMPENSATION COMMITTEE, WHICH REPORTS TO 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 2012 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
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANAPOLIS SYMPHONY ORCHESTRA FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 EAST WASHINGTON ST NO 600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462012919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351812636 | EIN |
| Primary Activities | FINANCIAL SUPPORT OF INDIANA SYMPHONY SOCIETY | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 510(C)(3) | ExemptCodeSection |
| Public Charity Status | 11C | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |