2013-07-15T07:50:53-05:00 2012-08-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2011-09-01 350998627 INDIANA SYMPHONY SOCIETY INC INDI 3172621100 32 EAST WASHINGTON STREET NO 600 INDIANAPOLIS IN 462042919 ADAM WHITE 3172627092 2013-07-10 1 ANGELA N CRAWFORD P00573197 3178488920 2013-07-10 2011 2016-02-24 21:20:13Z ADAM WHITE 32 EAST WASHINGTON STREET NO 600 INDIANAPOLIS IN 462042919 27265002 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. 56 55 479 413 199640 -42377 18502461 19123922 7808061 7478609 37 23 381589 382993 26692148 26985547 0 0 0 0 14668306 20371955 0 61280 1247266 10569983 10615094 25238289 31048329 1453859 -4062782 7705609 6999322 20106270 23462765 -12400661 -16463443 X TO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL. 0 0 27360938 7479767 THE INDIANAPOLIS SYMPHONY ORCHESTRA IS ONE OF ONLY 18 ORCHESTRAS IN THE COUNTRY THAT PERFORMS A YEAR-ROUND SCHEDULE OF MORE THAN 200 CONCERTS AND EDUCATION PROGRAMS. THE INDIANAPOLIS SYMPHONY ORCHESTRA IS THE LARGEST PERFORMING ARTS ORGANIZATION IN THE STATE OF INDIANA, AS IT ATTRACTS AND RETAINS 85 OF THE MOST GIFTED ORCHESTRAL MUSICIANS IN THE UNITED STATES AND ENGAGES THE BEST CONDUCTORS AND SOLOISTS IN THE WORLD.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. THIS INDIANAPOLIS SYMPHONY ORCHESTRA'S ANNUAL ATTENDANCE IS IN EXCESS OF 300,000 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 MORE THAN 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 INDIANAPOLIS OPERA, DANCE KALEIDOSCOPE, THE INTERNATIONAL VIOLIN COMPETITION OF INDIANAPOLIS, AND THE AMERICAN PIANISTS ASSOCIATION. 27360938 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 1 0 1 1 1 1 0 0 0 0 1 0 0 0 0 1 172 0 1 479 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 56 55 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X ADAM WHITE 3172627092 32 EAST WASHINGTON STREET NO 600 INDIANAPOLIS IN 462042919 X ALTEMEYER DON 2.00 X 0 0 0 ANKER ROBERT A 2.00 X 0 0 0 AZAR II THE HONORABLE ALEX M 1.00 X 0 0 0 BALOGH DEBORAH WARE 2.00 X 0 0 0 BARNES MARCIA 2.00 X 0 0 0 BARNETTE CHARLENE 5.00 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 5.00 X 0 0 0 CROOKALL SIMON RESIGNED 2112 37.50 X X 218232 0 26110 GIBBS JOHN R 2.00 X 0 0 0 GROTH JACQUELYN 37.50 X X 127094 0 13229 HARDMAN CAROLYN S 2.00 X X 0 0 0 HILBERT TOMISUE 2.00 X 0 0 0 HOWARD PHD PETER 2.00 X 0 0 0 HUNT ANN HAMPTON 2.00 X 0 0 0 JACQUIN PAUL J 2.00 X 0 0 0 KASPAR ROBERT S 2.00 X X 0 0 0 KITE JR ALVIN E 2.00 X 0 0 0 KOCH KAY F 2.00 X 0 0 0 LAMKIN MARTHA D 20.00 X X 0 0 0 LECHLEITER SARAH L 2.00 X 0 0 0 MAURER MORRIE 2.00 X 0 0 0 MCCAW BRUCE C 2.00 X 0 0 0 MENKE CONNIE 10.00 X 0 0 0 MERSEREAU KAREN H 3.00 X 0 0 0 MIH MD ALEXANDER D 2.00 X 0 0 0 MORGAN AGAPITO 2.00 X 0 0 0 MORSE JR PETER A 2.00 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 PHILPOTT J DANIEL 2.00 X 0 0 0 RATHBUN JOSETTE C 2.00 X 0 0 0 RENKENS MD KENNETH 2.00 X 0 0 0 SCHLEGEL FRED E 2.00 X 0 0 0 SCHLEHUBER THOMAS A 2.00 X X 0 0 0 SCHLOSS ALICE K 2.00 X 0 0 0 SHAHEEN YVONNE H 2.00 X 0 0 0 SLAPAK CHRISTOPHER A 2.00 X 0 0 0 TABLER DAWN C 2.00 X 0 0 0 TAYLOR KEVIN D 2.00 X 0 0 0 THORNBURGH JOHN R 2.00 X X 0 0 0 TOBIAS MARIANNE WILLIAMS 2.00 X 0 0 0 ULREY SUE 3.00 X 0 0 0 WARD PETE 2.00 X 0 0 0 WILCOX PE DAVID E 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 260240 0 13047 DEPUE ZACHARY 37.50 X 185928 0 12977 DUNLAVY SEAN 37.50 X 134333 0 11004 RAMSEY THOMAS 37.50 X 148335 0 31149 SCHLABACH K BLAKE 37.50 X 156702 0 30501 QUINN QUENTIN 37.50 X 148178 0 36002 1379042 0 174019 8 0 1 0 THREE SIXTY GROUP 36 SOUTH PENNSYLVANIA STREET INDIANAPOLIS IN 46204 DESIGN, PRINTING, AND ADVERTISING AGENCY 1231924 1 305648 12665709 194541 5958024 638605 19123922 TICKET SALES & FEES 900099 7478609 7478609 7478609 23 23 310038 12570 297468 297468 297468 150122 305648 266835 -116713 -116713 1490 50 1440 1440 ADVERTISING INCOME 541800 194640 194640 IT SERVICES INCOME 541519 5000 5000 MISCELLANEOUS INCOME 900099 1158 1158 200798 26985547 7479767 199640 182218 596559 260240 336319 12186689 10802739 662754 721196 4282383 4235039 27496 19848 2342892 2099145 141560 102187 963432 828254 78507 56671 297415 1765 295650 31745 31745 61280 61280 345724 215099 130625 1113325 1113325 1305739 928465 262756 114518 2118694 2118694 33090 14968 15912 2210 12786 2111 10580 95 69527 69527 470296 430176 40120 143603 22216 121387 GUEST ARTISTS 2613852 2613852 GENERAL PRODUCTION 930200 930200 MUSIC & INSTRUMENT RENT 209236 209236 CONCERT FRONT OF HOUSE 196888 196888 722974 338526 215187 169261 31048329 27360938 2440125 1247266 71837 89973 4724961 4545597 365728 281569 5584 589 423788 417358 13794237 12155599 2083294 1638638 30417 25598 7705609 6999322 1506464 1556552 1986016 1832499 7814955 7772133 8798835 12301581 20106270 23462765 X -17871737 -21494221 5471076 5030778 -12400661 -16463443 7705609 6999322 -4062782 0 X X 0 1 1 X 0 X 19476223 17772926 16484796 18502461 19143457 91379863 19476223 17772926 16484796 18502461 19143457 91379863 4373450 87006413 428849 388970 302110 320118 310061 1750108 266332 266075 213741 195545 199640 1141333 94271304 17213474 0.92290 0.92010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31941172 489600 773510 477142 32727140 30597282 220278 1471211 347599 31941172 30281572 5335 522745 212370 30597282 32801405 197000 -1830734 886099 30281572 0.00000 0.98620 0.01380 0 1 1 8917985 8180595 737390 4876252 3975004 901248 1638638 OTHER LIABILITIES 120642 PENSION LIABILITY 12180939 12301581 26985547 31048329 -4062782 -4062782 26991658 19535 -292879 -273344 27265002 -279455 -279455 26985547 31054440 19535 279455 298990 30755450 292879 292879 31048329 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: 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 2012 AND 2011. 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, 2012 AND 2011, 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, 2011. 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 XII, LINE 2D - OTHER ADJUSTMENTS: SYMPHONIC POPS CONSORTIUM EXPENSES NETTED AGAINST REVENUE -258,807. HALL EXPENSE NETTED AGAINST REVENUE -34,072. PART XII, LINE 4B - OTHER ADJUSTMENTS: TENANT EXPENSES -12,570. FUNDRAISING & GAMING EXPENSES -266,885. PART XIII, LINE 2D - OTHER ADJUSTMENTS: TENANT EXPENSES 12,570. FUNDRAISING & GAMING EXPENSES 266,885. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SYMPHONIC POPS CONSORTIUM EXPENSES NETTED AGAINST REVENUE 258,807. HALL EXPENSE NETTED AGAINST REVENUE 34,072. X X X X X X X 1 NANCY BERST 429 E VERMONT ST 102 INDIANAPOLIS IN 46202 GRANT WRITER 0 2018218 49570 1968648 COMMUNITY COUNSELLING SERVICE PO BOX 27462 NEW YORK NY 10087 CONSULTING FOR DEVELOPMENT DEPARTMENT 0 0 11710 -11710 2018218 61280 1956938 IN GALA 281587 167669 113918 98181 28633 69890 MAESTRO OPEN 74777 59707 15070 2932 20842 6 99406 78272 21134 7401 38956 455770 305648 150122 108514 28633 129688 266835 -116713 X 0 1 X 0 0 0 0 0 0 0 0 0 CROOKALL SIMON RESIGNED 2112 209225 0 0 0 9007 0 6247 0 19863 0 244342 0 0 0 EVERLY JACK 260240 0 0 0 0 0 2550 0 10497 0 273287 0 0 0 DEPUE ZACHARY 185928 0 0 0 0 0 2986 0 9991 0 198905 0 0 0 RAMSEY THOMAS 148335 0 0 0 0 0 4631 0 26518 0 179484 0 0 0 SCHLABACH K BLAKE 156702 0 0 0 0 0 6876 0 23625 0 187203 0 0 0 QUINN QUENTIN 148178 0 0 0 0 0 13399 0 22603 0 184180 0 0 0 PART I, LINE 1B SOCIAL CLUB DUES ARE REIMBURSED FOR SPECIFIC EMPLOYEES IN ORDER TO ASSIST IN DEVELOPMENT FUNCTIONS. SUPPLEMENTAL INFORMATION PART III WAGES REPORTED ARE BASED ON 2011 CALENDAR YEAR. ZACHARY DEPUE FROM / PAYMENT OF PHILADELPHIA ORCHESTRA LOAN X 23200 589 0 0 1 589 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 50 456945 FMV X 12 16626 COST X COMPUTER 1 1232 COST X INSTRUMENT RENTALS & REPAIR 3 25635 COST X FLOWERS & DECORATION 2 31303 COST X TENT 1 24800 COST X GIFT CARDS 1 1000 COST X HOTEL ROOMS 1 4000 COST X PRINTING & ADVERTISING 5 48049 COST X WEBSITE & BLOG 2 28500 COST X FIREWORKS 1 200 COST X TICKETS 1 316 COST 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 2011 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 0 1 1 0 1 0 0