INDIANA SYMPHONY SOCIETY INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA SYMPHONY SOCIETY INC (EIN 35-0998627)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-01-14
- IRS object ID
- 201140149349300414
- Schema version
- 2009v1.7
- 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 | 2011-01-14T14:55:04-06:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2009-09-01 | 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 | PRESIDENT | Name |
| Title | VP FINANCE & STRATEGIC PLANNING | Title |
| Phone | 3172621882 | Phone |
| Date Signed | 2011-01-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joell D Grisel | Name |
| Phone | 3178488920 | Phone |
| Date Prepared | 2011-01-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JACQUELYN GROTH | 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 | 24926399 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | 70 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 70 | NbrIndependentVotingMembers |
| Total Nbr Employees | 498 | TotalNbrEmployees |
| Total Nbr Volunteers | 2010 | TotalNbrVolunteers |
| Total Gross UBI | 213741 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -45093 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 17684543 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16484796 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7781089 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7617802 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 439 | InvestmentIncomePriorYear |
| Investment Income Current Year | 330 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 539865 | OtherRevenuePriorYear |
| Other Revenue Current Year | 518970 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 26005936 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24621898 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 24622120 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15774586 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1263802 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10997678 | OtherExpensePriorYear |
| Other Expenses Current Year | 10317849 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 35619798 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26092435 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9613862 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1470537 | RevenuesLessExpensesCY |
| Total Assets BOY | 6454314 | TotalAssetsBOY |
| Total Assets EOY | 6076547 | TotalAssetsEOY |
| Total Liabilities BOY | 18838297 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19931067 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -12383983 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -13854520 | NetAssetsOrFundBalancesEOY |
| 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 | 22408477 | Expense |
| Revenue | 7617802 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 22408477 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 0 | 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 | 1 | 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 | 498 | 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 | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 70 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 70 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACQUELYN GROTH | 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 |
Form990 Part VII Section A Form990PartVIISectionA (78 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Simon Crookall | ||||||||
| President and CEO | 37.50 | X | X | 237163 | 0 | 28099 | ||
| Don Altemeyer | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| HON ALEX M AZAR II | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DEBORAH WARE BALOGH | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CHARLENE BARNETTE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Frank Basile | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DENNIS L BASSETT | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| BARRY J BENTLEY | ||||||||
| VICE CHAIR, MARKETING | 2.00 | X | X | 0 | 0 | 0 | ||
| Alpha Blackburn | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CHRistina Bodurow PhD | ||||||||
| VICE CHAIR, DEVELOPMENT | 2.00 | X | X | 0 | 0 | 0 | ||
| John A Bratt | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MARY CLARE BROADBENT | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOHN CANNON | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ERICA CHAPPELL | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Margaret Chen | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Andrea D Cranfill | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CHARLES J GARCIA | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOHN R GIBBS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Carolyn S Hardman | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| PAM HICKS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Tomisue Hilbert | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Peter W Howard PhD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ANN HAMPTON HUNT | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Laura Ingham | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Robert S Kaspar | ||||||||
| IMMEDIATE PAST CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| WOODY KELLEY | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Alvin E Kite Jr | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Kay F Koch | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| martha D Lamkin | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Lawrence E Lawhead | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| SARAH LECHLEITER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Eric A Manterfield | ||||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| KELLY MARSH | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Illene K Maurer | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Bruce C McCaw | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Marni McKinney | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Michael A McRobbie | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Karen H Mersereau | ||||||||
| Treasurer | 2.00 | X | X | 0 | 0 | 0 | ||
| Alexander D Mih MD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| mark d miles | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| James T Morris | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| John M Mutz | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Jackie Nytes | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| IZABELA OZDEMIR | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| HOLLY M PANTZER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Kay Pashos | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Linda L Pence | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| J DANIEL PHILPOTT | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Linda Poulter | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MARCIA RAAB | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Josette C Rathbun | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Ken Renkens MD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Fred E Schlegel | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Thomas A Schlehuber | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Alice K Schloss | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| YVONNE SHAHEEN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD R SKILES | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Christopher A Slapak | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| Alan C Stanford | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| James B Steichen MD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DAWN TABLER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| KEVIN TAYLOR | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOHN R THORNBURGH | ||||||||
| CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | ||
| MARIANNE WILLIAMS TOBIAS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| AMB RANDALL L TOBIAS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| PETE WARD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DAVID E WILCOX PE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RALPH V WILHELM | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD D WOOD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| C DANIEL YATES | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MARIO VENZAGO | ||||||||
| MUSIC DIRECTOR | 37.50 | 309477 | 0 | 5200 | X | |||
| JACK EVERLY | ||||||||
| pops conductor | 37.50 | 243577 | 0 | 15192 | X | |||
| ARKADY ORLOVSKY | ||||||||
| MUSICIAN | 37.50 | 290433 | 0 | 19802 | X | |||
| ZACHARY DEPUE | ||||||||
| CONCERTMASTER | 37.50 | 184406 | 0 | 11443 | X | |||
| K BLAKE SCHLABACH | ||||||||
| ORCHESTRA PERS. MGR. | 37.50 | 171988 | 0 | 32856 | X | |||
| THOMAS RAMSEY | ||||||||
| VP/GENERAL MANAGER | 37.50 | 163530 | 0 | 27380 | X | |||
| SEAN DUNLAVY | ||||||||
| VP DEVELOPMENT | 37.50 | 147750 | 0 | 11998 | X | |||
| QUENTIN QUINN | ||||||||
| STAGE MANAGER | 37.50 | 140307 | 0 | 26943 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1888631 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 178913 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THREE SIXTY GROUP | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 SOUTH PENNSYLVANIA STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | DESIGN, PRINTING, AND ADVERTISING AGENCY | DescriptionOfServices |
| Compensation | 895340 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 111743 | FundraisingEvents |
| Related Organizations | 9372720 | RelatedOrganizations |
| Government Grants | 174823 | GovernmentGrants |
| All Other Contributions | 6825510 | AllOtherContributions |
| Noncash Contributions | 361688 | NoncashContributions |
| Total Contributions | 16484796 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TICKET SALES AND FEE I | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 7617802 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7617802 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7617802 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 330 | TotalRevenueColumn |
| Exclusion | $330 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 301780 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12631 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 289149 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 289149 | TotalRevenueColumn |
| Exclusion | $289,149 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 296226 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 111743 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 291670 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4556 | TotalRevenueColumn |
| Exclusion | $4,556 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 8260 | GrossIncomeGaming |
| Gaming Direct Expenses | 50 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8210 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8210 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 692 | GrossSalesOfInventory |
| Cost Of Goods Sold | 150 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 542 | TotalRevenueColumn |
| Related Or Exempt Function Income | 542 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| ADVERTISING | 541800 | 213741 | 213741 | |
| MISCELLANEOUS | 900099 | 2772 | $2,772 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 216513 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24621898 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7626554 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 213741 | UnrelatedBusinessRevenue |
| Exclusion | $296,807 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1816333 | Total |
| Program Services | 1439037 | ProgramServices |
| Management And General | 231159 | ManagementAndGeneral |
| Fundraising | 146137 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10247334 | Total |
| Program Services | 8802052 | ProgramServices |
| Management And General | 844207 | ManagementAndGeneral |
| Fundraising | 601075 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 471095 | Total |
| Program Services | 396696 | ProgramServices |
| Management And General | 74399 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2320305 | Total |
| Program Services | 1931775 | ProgramServices |
| Management And General | 238336 | ManagementAndGeneral |
| Fundraising | 150194 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 919519 | Total |
| Program Services | 780598 | ProgramServices |
| Management And General | 81967 | ManagementAndGeneral |
| Fundraising | 56954 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59081 | Total |
| Program Services | 1624 | ProgramServices |
| Management And General | 57457 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34903 | Total |
| Management And General | 34903 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381382 | Total |
| Program Services | 279940 | ProgramServices |
| Management And General | 60742 | ManagementAndGeneral |
| Fundraising | 40700 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 956117 | Total |
| Program Services | 956117 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1290852 | Total |
| Program Services | 917041 | ProgramServices |
| Management And General | 264181 | ManagementAndGeneral |
| Fundraising | 109630 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2023734 | Total |
| Program Services | 2023734 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37595 | Total |
| Program Services | 6603 | ProgramServices |
| Management And General | 28052 | ManagementAndGeneral |
| Fundraising | 2940 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6687 | Total |
| Program Services | 699 | ProgramServices |
| Management And General | 5988 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247181 | Total |
| Management And General | 247181 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 788954 | Total |
| Program Services | 717365 | ProgramServices |
| Management And General | 71589 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130993 | Total |
| Program Services | 19188 | ProgramServices |
| Management And General | 111805 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| GUEST ARTISTS | 2538632 | 2538632 |
| GENERAL PRODUCTION | 766565 | 766565 |
| MUSIC & INSTRUMENT RENT | 197434 | 197434 |
| CONCERT FRONT OF HOUSE | 195409 | 195409 |
| ACOUSTIC FEASIBILITY ST | 123229 | 123229 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539101 | Total |
| Program Services | 314739 | ProgramServices |
| Management And General | 68190 | ManagementAndGeneral |
| Fundraising | 156172 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26092435 | Total |
| Program Services | 22408477 | ProgramServices |
| Management And General | 2420156 | ManagementAndGeneral |
| Fundraising | 1263802 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 284216 | BOY |
| EOY | 122272 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9720 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1442344 | BOY |
| EOY | 2282112 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1119086 | BOY |
| EOY | 724693 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 9180 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420560 | BOY |
| EOY | 550809 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14052283 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11691742 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3152355 | BOY |
| EOY | 2360541 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26033 | BOY |
| EOY | 26940 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6454314 | BOY |
| EOY | 6076547 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1400974 | BOY |
| EOY | 1381815 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2148456 | BOY |
| EOY | 1958856 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6574649 | BOY |
| EOY | 7472195 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8714218 | BOY |
| EOY | 9118201 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18838297 | BOY |
| EOY | 19931067 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -16152944 | BOY |
| EOY | -17842551 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3768961 | BOY |
| EOY | 3988031 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -12383983 | BOY |
| EOY | -13854520 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6454314 | BOY |
| EOY | 6076547 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 15482262 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18286720 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19476223 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17772926 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16484796 | CurrentTaxYear |
| Total | 87502927 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15482262 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18286720 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19476223 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17772926 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16484796 | CurrentTaxYear |
| Total | 87502927 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 658464 | AmountsSubstContributorsTotal |
| Public Support Total170 | 86844463 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 489224 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 463096 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 428849 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 388970 | CurrentTaxYearMinus1Year |
| Current Tax Year | 302110 | CurrentTaxYear |
| Total | 2072249 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 260249 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 245225 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 266332 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 266075 | CurrentTaxYearMinus1Year |
| Current Tax Year | 213741 | CurrentTaxYear |
| Total | 1251622 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 90826798 | TotalSupport |
| Gross Receipts From Admissions Etc | 32923673 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.95620 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93600 | 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
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9007501 | OtherCostOrOtherBasis |
| Depreciation | 8028056 | Depreciation |
| Book Value | 979445 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5044782 | OtherCostOrOtherBasis |
| Depreciation | 3663686 | Depreciation |
| Book Value | 1381096 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2360541 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LIABILITIES | $123,290 |
| PENSION LIABILITY | $8,994,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9118201 | TotalOfAmounts |
| Total Revenue | 24621898 | TotalRevenue |
| Total Expenses | 26092435 | TotalExpenses |
| Excess Or Deficit For Year | -1470537 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -1470537 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24535963 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -387615 | OtherRevenues |
| Revenue Not Rptd F990 | -387615 | RevenueNotRptdF990 |
| Revenue Subtotal | 24923578 | RevenueSubtotal |
| Other Revenues Not Included | -301680 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -301680 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24621898 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26006500 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 301680 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 301680 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25704820 | ExpensesSubtotal |
| Other Expenses Not Included | 387615 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 387615 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26092435 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 2d - Other Adjustments: | SYMPHONIC POPS CONSORTIUM EXPENSES NETTED AGAINST REVENUE: -343082. HALL EXPENSE NETTED AGAINST REVENUE: -44428. MISCELLANEOUS EXPENSES NETTED AGAINST REVENUE: -105. |
| Part XII, Line 4b - Other Adjustments: | AFFINITY CARD REVENUE NETTED AGAINST EXPENSES: 2671. TENANT EXPENSES: -12631. FUNDRAISING & GAMING EXPENSES: -291720. |
| Part XIII, Line 2d - Other Adjustments: | TENANT EXPENSES: 12631. FUNDRAISING & GAMING EXPENSES: 291720. AFFINITY CARD REVENUE NETTED AGAINST EXPENSES: -2671. |
| Part XIII, Line 4b - Other Adjustments: | SYMPHONIC POPS CONSORTIUM EXPENSES NETTED AGAINST REVENUE: 343082. HALL EXPENSE NETTED AGAINST REVENUE: 44428. MISCELLANEOUS EXPENSES NETTED AGAINST REVENUE: 105. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 266641 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 76845 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 189796 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 205593 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MAESTRO OPEN | NameOfEvent2 |
| Gross Receipts Event2 | 67600 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 67600 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 26833 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 73728 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 34898 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 38830 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 59244 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 407969 | GrossReceiptsTotal |
| Charitable Contributions Total | 111743 | CharitableContributionsTotal |
| Gross Revenue Total Events | 296226 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 291670 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 291670 | DirectExpenseSummaryEvents |
| Net Income Summary | 4556 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 8260 | GrossRevenueOtherGaming |
| Other Direct Expenses Other Gaming | 50 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 8260 | GrossRevenueTotalGaming |
| Other Direct Expenses Total Gaming | 50 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 50 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 8210 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IN | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.00000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | ADAM WHITE | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 EAST WASHINGTON ST | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | CAROL ANN BARRETT | GamingManagerNamePerson |
| Gaming Manager Services Provided | ASSOCIATE DIRECTOR OF SPECIAL EVENTS | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 1 | CharitableDistribRequired |
| Amount Distributed | 12766 | AmountDistributed |
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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Simon Crookall | |||||||||||||
| 229847 | 0 | 0 | 0 | 7316 | 0 | 5566 | 0 | 22533 | 0 | 265262 | 0 | 0 | 0 |
| MARIO VENZAGO | |||||||||||||
| 309477 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5200 | 0 | 314677 | 0 | 0 | 0 |
| JACK EVERLY | |||||||||||||
| 242200 | 0 | 0 | 0 | 1377 | 0 | 3743 | 0 | 11449 | 0 | 258769 | 0 | 0 | 0 |
| ARKADY ORLOVSKY | |||||||||||||
| 90433 | 0 | 0 | 0 | 200000 | 0 | 303 | 0 | 19499 | 0 | 310235 | 0 | 0 | 0 |
| ZACHARY DEPUE | |||||||||||||
| 184358 | 0 | 0 | 0 | 48 | 0 | 1296 | 0 | 10147 | 0 | 195849 | 0 | 0 | 0 |
| K BLAKE SCHLABACH | |||||||||||||
| 171898 | 0 | 0 | 0 | 90 | 0 | 3297 | 0 | 29559 | 0 | 204844 | 0 | 0 | 0 |
| THOMAS RAMSEY | |||||||||||||
| 162160 | 0 | 0 | 0 | 1370 | 0 | 5067 | 0 | 22313 | 0 | 190910 | 0 | 0 | 0 |
| SEAN DUNLAVY | |||||||||||||
| 147487 | 0 | 0 | 0 | 263 | 0 | 1350 | 0 | 10648 | 0 | 159748 | 0 | 0 | 0 |
| QUENTIN QUINN | |||||||||||||
| 139707 | 0 | 600 | 0 | 0 | 0 | 7038 | 0 | 19905 | 0 | 167250 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1b | SOCIAL CLUB DUES ARE REIMBURSED FOR SPECIFIC EMPLOYEES IN ORDER TO ASSIST IN DEVELOPMENT FUNCTIONS. |
| Part I, Line 7 | THE STAGE MANAGER WAS PAID A BONUS AS PART OF THE COLLECTIVE BARGAINING AGREEMENT HE WAS A PART OF. |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ZACHARY DEPUE | NamePerson |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $23,200 | OriginalPrincipalAmount |
| Balance Due | 9180 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 0 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 9180 | TotalBalanceDue |
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
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 48 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 178699 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 27117 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (7 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ADVERTISING | 5 | 46200 | COST |
| X | SERVICES | 4 | 33129 | COST |
| X | DECORATIONS | 4 | 16807 | COST |
| X | COMPUTERS | 1 | 21600 | REPLACEMENT COST |
| X | TABLES | 1 | 270 | COST |
| X | TENT RENTAL | 2 | 24426 | COST |
| X | INSTRUMENTS & REPAIRS | 7 | 13340 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 XI, 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. | |
| FORM 990, PART I, LINE 15 | THE COMPONENTS OF THESE EXPENSES ARE AS FOLLOWS: 2008 2009 COMPENSATION $13,959,426 $12,063,667 PENSION 7,090,362 471,095 OTHER BENEFITS 2,543,169 2,320,305 PAYROLL TAXES 1,029,157 919,519 ___________ ___________ TOTAL $24,622,120 $15,774,586 THE PENSION EXPENSE DECREASED SIGNIFICANTLY FROM THE PRIOR YEAR DUE TO A PENSION LIABILITY ADJUSTMENT IN THE PRIOR YEAR OF $6,176,157 FOR UNREALIZED LOSSES ON THE PLAN'S ASSETS. | SALARIES, OTHER COMPENSATION, EMPLOYEE BENEFITS |
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 |
| 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 |
| 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 | 0 | 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 |