2014-07-03T12:36:49-05:00 2013-08-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2012-09-01 350998627 INDIANA SYMPHONY SOCIETY INC INDI 3172621100 32 EAST WASHINGTON STREET NO 600 INDIANAPOLIS IN 462042919 STEVE HAMILTON 3172621882 2014-07-01 1 ANGELA N CRAWFORD P00573197 3178488920 2014-07-01 2012 2015-11-30 17:44:51Z STEVE HAMILTON 32 EAST WASHINGTON STREET NO 600 INDIANAPOLIS IN 462042919 29788551 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 39 585 613 155790 0 19123922 22060532 7478609 7174817 23 5 382993 504348 26985547 29739702 0 0 0 0 20371955 11811358 61280 337828 1316879 10615094 10694922 31048329 22844108 -4062782 6895594 6999322 11187213 23462765 20755062 -16463443 -9567849 X TO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL. 0 0 19515808 7252129 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. 19515808 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 1 148 0 1 585 1 1 1 0 0 0 0 1 1 1 1 0 0 1 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 ANKER ROBERT A 2.00 X 0 0 0 AZAR II THE HONORABLE ALEX M 2.00 X 0 0 0 BALOGH DEBORAH WARE 2.00 X 0 0 0 BARNETTE CHARLENE 3.00 X X 0 0 0 BASSETT DENNIS L 2.00 X 0 0 0 BENTLEY BARRY J 2.00 X X 0 0 0 BLACKBURN ALPHA 2.00 X 0 0 0 BODUROW PHD CHRISTINA 2.00 X 0 0 0 BRATT JOHN A 2.00 X 0 0 0 CANNON JOHN 2.00 X 0 0 0 CAPONI VINCE 2.00 X 0 0 0 CRANFILL ANDREA 2.00 X 0 0 0 GINSTLING GARY 37.50 X X 0 0 0 GROTH JACQUELINE RESIGNED 37.50 7.50 X X 186364 0 13278 HOWARD PHD PETER 2.00 X 0 0 0 HUNT ANN HAMPTON 2.00 X 0 0 0 LAMKIN MARTHA D 15.00 X X 0 0 0 LECHLEITER SARAH L 2.00 X 0 0 0 MAURER MORRIE 2.00 X 0 0 0 MENKE CONNIE 2.00 X 0 0 0 MERSEREAU KAREN H 3.00 X 0 0 0 MORGAN AGAPITO 2.00 X 0 0 0 MORSE JR PETER A 4.00 X 0 0 0 MOSS GERALD L 2.00 X 0 0 0 MUTZ JOHN M 2.00 X 0 0 0 NYTES JACKIE 2.00 X 0 0 0 PANTZER HOLLY M 2.00 X X 0 0 0 RATHBUN JOSETTE C 2.00 X 0 0 0 SCHLEGEL FRED E 2.00 X 0 0 0 SCHLOSS ALICE K 1.00 X 0 0 0 SHAHEEN YVONNE 4.00 X X 0 0 0 TAYLOR KEVIN D 2.00 X 0 0 0 THORNBURGH JOHN R 4.00 X X 0 0 0 TOBIAS MARIANNE WILLIAMS 2.00 X 0 0 0 ULREY SUE 1.00 X 0 0 0 WEBER NICK 2.00 X 0 0 0 WHITE KEITH 2.00 X 0 0 0 WILHELM RALPH V 2.00 X 0 0 0 WOOD RICHARD D 2.00 X 0 0 0 ZINK JAMES C 2.00 X 0 0 0 ZINK WAYNE P 2.00 X 0 0 0 EVERLY JACK 37.50 X 219623 0 11869 RAMSEY THOMAS RESIGNED 21713 37.50 X 161214 0 28825 URBANSKI KRZYSZTOF 37.50 X 269308 0 6939 ALFORD P ALAN 37.50 X 101339 0 25519 DEPUE ZACHARY 37.50 X 176476 0 10827 OUTLAND BETH 37.50 X 108316 0 25233 QUINN QUENTIN 37.50 X 147021 0 32688 SCHLABACH K BLAKE 37.50 X 143309 0 27201 CROOKALL SIMON RESIGNED 2112 0.00 X 172287 0 2000 1685257 0 184379 10 1 1 0 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 5 65043 6395350 195250 15404889 1695053 22060532 TICKET SALES & FEES INCOME 900099 7174817 7174817 7174817 5 5 299750 10570 289180 289180 289180 18940 65043 38229 -19289 -19289 1405 50 1355 1355 PROGRAM ADVERTISING 541800 155790 155790 MISCELLANEOUS INCOME 900099 77312 77312 233102 29739702 7252129 155790 271251 1070742 901642 169100 8563694 7538959 526395 498340 -21716 -53029 16712 14601 1481431 1323037 75895 82499 717207 623033 53644 40530 276294 6447 269847 33365 33365 337828 337828 717898 330771 269231 117896 1405470 1405470 1196341 905506 245813 45022 2116038 2116038 32863 14983 16733 1147 13253 3522 9731 63350 63350 339684 316734 22950 155572 23021 132551 GUEST ARTISTS 2403210 2403210 GENERAL PRODUCTION 841562 841562 MUSIC ROYALTIES 202077 202077 CONCERT FRONT OF HOUSE 157912 157912 740033 454913 106104 179016 22844108 19515808 2011421 1316879 89973 247938 4545597 8179395 281569 465442 589 417358 490407 14253408 12478404 1638638 1775004 25598 29027 6999322 11187213 1556552 1140250 1832499 1835165 7772133 7334992 12301581 10444655 23462765 20755062 X -21494221 -19859013 5030778 10291164 -16463443 -9567849 6999322 11187213 6895594 0 X X 0 1 X 1 0 X 17772926 16484796 18502461 19143457 22060532 93964172 17772926 16484796 18502461 19143457 22060532 93964172 6324376 87639796 388970 302110 320118 310061 299755 1621014 266075 213741 195545 199640 155790 1030791 96615977 8846621 0.90710 0.92290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32727140 64500 995014 701957 33084697 31941172 489600 773510 477142 32727140 30597282 220278 1471211 347599 31941172 30281572 5335 522745 212370 30597282 32801405 197000 -1830734 886099 30281572 0.97750 0.02250 0 1 1 9330480 8345749 984731 4922928 4132655 790273 1775004 OTHER LIABILITIES 131726 PENSION LIABILITY 10312929 10444655 X 29544678 106393 -350266 -243873 29788551 -48849 -48849 29739702 22649084 106393 48849 155242 22493842 350266 350266 22844108 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. X X X X X X X 1 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 2567562 337828 2229734 IN MAESTRO OPEN 83983 65043 18940 7459 29880 1 890 83983 65043 18940 7459 30770 38229 -19289 X 0 1 X 1 0 0 0 0 0 0 0 0 GROTH JACQUELINE RESIGNED 145606 0 40000 0 758 0 4411 0 8867 0 199642 0 0 0 EVERLY JACK 217916 0 0 0 1707 0 2318 0 9551 0 231492 0 0 0 RAMSEY THOMAS RESIGNED 21713 148402 0 10000 0 2812 0 4984 0 23841 0 190039 0 0 0 URBANSKI KRZYSZTOF 199308 0 70000 0 0 0 6939 0 0 0 276247 0 0 0 DEPUE ZACHARY 176432 0 0 0 44 0 2189 0 8638 0 187303 0 0 0 QUINN QUENTIN 146625 0 0 0 396 0 13186 0 19502 0 179709 0 0 0 SCHLABACH K BLAKE 143182 0 0 0 127 0 6015 0 21186 0 170510 0 0 0 CROOKALL SIMON RESIGNED 2112 21495 0 0 0 150792 0 647 0 1353 0 174287 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. 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. SUPPLEMENTAL INFORMATION PART III WAGES REPORTED ARE BASED ON 2012 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 1 18800 SALE PROCEEDS X 52 1491435 FMV X 23 22983 COST 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 1 0 0 1 THIRD PARTY USE: 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 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. 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 1 1 1 0 1 1 0 1 0 0