2012-03-15T12:36:03-05:00 2011-08-31 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2010-09-01 350998627 INDIANA SYMPHONY SOCIETY INC INDI 3172621100 32 EAST WASHINGTON STREET NO 600 INDIANAPOLIS IN 462042919 PRESIDENT 3172621882 2012-03-13 1 ERIC JASKE 3178488920 2012-03-13 2010 2016-02-24 21:20:13Z JACQUELYN GROTH 32 EAST WASHINGTON STREET NO 600 INDIANAPOLIS IN 462042919 26988735 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. 66 65 476 463 195545 -73326 16484796 18502461 7617802 7808061 330 37 518970 381589 24621898 26692148 0 0 0 0 15774586 14668306 0 0 1526097 10317849 10569983 26092435 25238289 -1470537 1453859 6076547 7705609 19931067 20106270 -13854520 -12400661 X TO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL. 0 0 21801588 7808061 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 IS THE LARGEST PERFORMING ARTS ORGANIZATION IN THE STATE OF INDIANA, AS IT ATTRACTS AND RETAINS 87 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 PRESENTS A WIDE REPERTOIRE OF ORCHESTRAL MUSIC, INCLUDING COMMISSIONS OF NEW MUSIC, BOTH CLASSICAL AND POPS. RECENT COMMISSIONS INCLUDE GABRIELA LENA FRANK'S PEREGRINOS, WHICH WAS THE CENTERPIECE OF A TWO-YEAR LONG OUTREACH PROJECT WITH THE HISPANIC COMMUNITY IN INDIANAPOLIS. CONCERTS INCLUDE PROGRAMS OF CLASSICAL MUSIC, SYMPHONIC POPS PERFORMANCES, FAMILY ORIENTED PROGRAMS, HOLIDAY PROGRAMS, HAPPY HOUR AT THE SYMPHONY SERIES FOR YOUNG PROFESSIONALS, THE OUTDOOR SUMMER SERIES, AND MANY MORE. THE INDIANAPOLIS SYMPHONY ORCHESTRA'S ANNUAL ATTENDANCE IS IN EXCESS OF 350,000 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 ORIGINAL AND AWARD-WINNING ARTS EVERYDAY PROGRAM IS A FULLY INTEGRATED ARTS EDUCATION CURRICULUM ADDRESSING STATE STANDARDS IN NON-ARTISTIC SUBJECTS AND REACHES MORE THAN 2,300 ELEMENTARY STUDENTS EACH YEAR. IN ADDITION, THE ISO PROMOTES A SERIES OF INNOVATIVE FAMILY CONCERTS AND SIDE-BY-SIDE CONCERTS AND PRESENTS A WIDE VARIETY OF WORKSHOPS AND RESOURCES IN SCHOOLS AND COMMUNITIES ACROSS CENTRAL INDIANA. THE SYMPHONY ON THE MOVE PROGRAM SENDS CHAMBER ENSEMBLES TO PERFORM WHERE PEOPLE GATHER IN WORKPLACES, PUBLIC LIBRARIES, AND COMMUNITY CENTERS. THE METROPOLITAN YOUTH ORCHESTRA IS ALSO PART OF THE INDIANAPOLIS SYMPHONY ORCHESTRA FAMILY AND CONTINUES TO CREATE FAMILY ENRICHMENT OPPORTUNITIES THROUGH MUSIC INSTRUCTION FOR DOZENS OF INNER-CITY YOUTH AND THEIR PARENTS EACH YEAR.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 ORCHESTRA 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 SYMHONY ORCHESTRA COLLABORATES ON A REGULAR BASIS WITH OTHER ARTS COMPANIES INCLUDING INDIANAPOLIS OPERA, DANCE KALEIDOSCOPE, THE INTERNATIONAL VIOLIN COMPETITION OF INDIANAPOLIS, AND AMERICAN PIANISTS ASSOCIATION. 21801588 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 1 1 1 1 0 0 0 0 1 0 0 0 0 1 149 0 1 476 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 66 65 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X JACQUELYN GROTH 3172621882 32 EAST WASHINGTON STREET NO 600 INDIANAPOLIS IN 462042919 ALTEMEYER DON 2.00 X 0 0 0 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 2.00 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 BRATT JOHN A 2.00 X 0 0 0 BROADBENT MARY CLARE 2.00 X 0 0 0 CANNON JOHN 2.00 X 0 0 0 CHEN MARGARET 2.00 X 0 0 0 CRANFILL ANDREA 2.00 X 0 0 0 CROOKALL SIMON 37.50 X X 214150 0 25986 ECCLES MARGOT L 2.00 X 0 0 0 GARCIA CHARLES J 2.00 X 0 0 0 GIBBS JOHN R 2.00 X 0 0 0 HARDMAN CAROLYN S 2.00 X 0 0 0 HICKS PAM 2.00 X 0 0 0 HILBERT TOMISUE 2.00 X 0 0 0 HUNT ANN HAMPTON 2.00 X 0 0 0 INGHAM LAURA 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 KELLEY WOODY 2.00 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 2.00 X 0 0 0 LAWHEAD LAWRENCE E 2.00 X 0 0 0 LECHLEITER SARAH L 2.00 X 0 0 0 MANTERFIELD ERIC A 2.00 X X 0 0 0 MARSH KELLY 2.00 X 0 0 0 MAURER ILLENE K 2.00 X 0 0 0 MCCAW BRUCE C 2.00 X 0 0 0 MCKINNEY MARNI 2.00 X 0 0 0 MCROBBIE MICHAEL A 2.00 X 0 0 0 MIH MD ALEXANDER D 2.00 X 0 0 0 MORGAN AGAPITO 2.00 X 0 0 0 MORRIS JAMES T 2.00 X 0 0 0 MUTZ JOHN M 2.00 X 0 0 0 NYTES JACKIE 2.00 X 0 0 0 OZDEMIR IZABELA 2.00 X 0 0 0 PANTZER HOLLY M 2.00 X X 0 0 0 PASHOS KAY 2.00 X 0 0 0 PHILPOTT J DANIEL 2.00 X 0 0 0 POULTER LINDA 2.00 X 0 0 0 RAAB MARCIA 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 SKILES RICHARD R 2.00 X 0 0 0 SLAPAK CHRISTOPHER A 2.00 X 0 0 0 STANFORD ALAN C 2.00 X 0 0 0 STEICHEN MD JAMES B 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 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 YATES C DANIEL 2.00 X 0 0 0 ZINK WAYNE P 2.00 X 0 0 0 EVERLY JACK 37.50 X 187568 0 14180 DEPUE ZACHARY 37.50 X 177903 0 10571 SCHLABACH K BLAKE 37.50 X 154363 0 28864 RAMSEY THOMAS 37.50 X 143355 0 30573 QUINN QUENTIN 37.50 X 140128 0 29312 DUNLAVY SEAN 37.50 X 130978 0 11228 1148445 0 150714 7 0 1 0 THREE SIXTY GROUP 36 SOUTH PENNSYLVANIA STREET INDIANAPOLIS IN 46204 DESIGN, PRINTING, AND ADVERTISING AGENCY 908487 COMMUNITY COUNSELING SERVICES PO BOX 27462 NEW YORK NY 10087 CONSULTANT 247500 SECURITIAS SECURITY SERVICES PO BOX 403412 ATLANTA GA 30384 SECURITY SERVICES 100549 3 270589 8524520 194541 9512811 334200 18502461 TICKET SALES & FEES 900099 7808061 7808061 7808061 37 37 320081 16358 303723 303723 303723 157737 270589 280179 -122442 -122442 1000 50 950 950 ADVERTISING INCOME 541800 190545 190545 IT SERVICES INCOME 541519 5000 5000 MISCELLANEOUS INCOME 900099 3813 3813 199358 26692148 7811874 195545 182268 514769 187568 327201 11581256 10265556 558582 757118 -242764 -276346 18106 15476 1902449 1665394 127810 109245 912596 785746 68392 58458 54057 3332 50725 35875 35875 550824 289870 18573 242381 991881 991881 1337297 943912 242554 150831 2114132 2114132 36208 10362 21196 4650 12549 1087 9567 1895 138601 138601 547663 487574 60089 133417 18343 115074 GUEST ARTISTS 2650104 2650104 GENERAL PRODUCTION 803079 803079 CONCERT FRONT OF HOUSE 230046 230046 MUSIC & INSTRUMENT RENT 194877 194877 BAD DEBT EXPENSE 133133 18012 115121 606240 435071 100247 70922 25238289 21801588 1910604 1526097 122272 71837 2282112 4724961 724693 365728 9180 5584 550809 423788 14315573 12232279 2360541 2083294 26940 30417 6076547 7705609 1381815 1506464 1958856 1986016 7472195 7814955 9118201 8798835 19931067 20106270 X -17842551 -17871737 3988031 5471076 -13854520 -12400661 6076547 7705609 1453859 0 X X 0 1 1 X 0 X 18286720 19476223 17772926 16484796 18502461 90523126 18286720 19476223 17772926 16484796 18502461 90523126 4387112 86136014 463096 428849 388970 302110 320118 1903143 245225 266332 266075 213741 195545 1186918 93613187 24894379 0.92010 0.95620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30597282 220278 1471211 347599 31941172 30281572 5335 522745 212370 30597282 32801405 197000 -1830734 886099 30281572 0.00000 1.00000 0.00000 0 1 1 9191442 8250999 940443 5124131 3981280 1142851 2083294 OTHER LIABILITIES 122456 PENSION LIABILITY 8676379 8798835 26692148 25238289 1453859 0 1453859 26618557 -368848 -368848 26987405 -295257 -295257 26692148 25164698 295257 295257 24869441 368848 368848 25238289 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPORT THE INDIANA SYMPHONY SOCIETY, INC. PART XII, LINE 2D - OTHER ADJUSTMENTS: SYMPHONIC POPS CONSORTIUM EXPENSES NETTED AGAINST REVENUE -329,235. HALL EXPENSE NETTED AGAINST REVENUE -39,613. PART XII, LINE 4B - OTHER ADJUSTMENTS: AFFINITY CARD REVENUE NETTED AGAINST EXPENSES 1,330. TENANT EXPENSES -16,358. FUNDRAISING & GAMING EXPENSES -280,229. PART XIII, LINE 2D - OTHER ADJUSTMENTS: TENANT EXPENSES 16,358. FUNDRAISING & GAMING EXPENSES 280,229. AFFINITY CARD REVENUE NETTED AGAINST EXPENSES -1,330. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SYMPHONIC POPS CONSORTIUM EXPENSES NETTED AGAINST REVENUE 329,235. HALL EXPENSE NETTED AGAINST REVENUE 39,613. GALA 307069 169133 137936 113686 86174 40714 MAESTRO OPEN 77595 60370 17225 10936 400 15128 3 43662 41086 2576 1000 12141 428326 270589 157737 125622 86574 67983 280179 -122442 1000 50 0 1000 50 50 950 IN 1 0 1 0 0.00000 1.00000 ADAM WHITE 32 EAST WASHINGTON ST STE 600 INDIANAPOLIS IN 46204 0 CAROL ANN ARNELL 0 ASSOCIATE DIRECTOR OF SPECIAL EVENTS X 1 0 X 0 1 X 0 0 0 0 0 0 0 0 0 CROOKALL SIMON 205486 0 0 0 8664 0 6098 0 19888 0 240136 0 0 0 EVERLY JACK 187568 0 0 0 0 0 3379 0 10801 0 201748 0 0 0 DEPUE ZACHARY 177903 0 0 0 0 0 1071 0 9500 0 188474 0 0 0 SCHLABACH K BLAKE 154363 0 0 0 0 0 3131 0 25733 0 183227 0 0 0 RAMSEY THOMAS 143355 0 0 0 0 0 4502 0 26071 0 173928 0 0 0 QUINN QUENTIN 140128 0 0 0 0 0 7309 0 22003 0 169440 0 0 0 PART I, LINE 1B SOCIAL CLUB DUES ARE REIMBURSED FOR SPECIFIC EMPLOYEES IN ORDER TO ASSIST IN DEVELOPMENT FUNCTIONS. ZACHARY DEPUE X 23200 5584 0 0 1 5584 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 40 206546 FMV X 17 29200 COST X SERVICES 1 15954 COST X COMPUTERS 1 338 COST X TENT RENTAL 1 24080 COST X INSTRUMENTS & REPAIRS 8 1140 COST X GIFT CARDS 1 150 COST X HOTEL ROOMS 1 2947 COST X PRINTING 3 38000 COST X FLOWERS 1 15845 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 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