2011-01-14T14:55:04-06:00 2010-08-31 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2009-09-01 350998627 Indiana Symphony Society Inc INDI 3172621100 32 East Washington Street No 600 Indianapolis IN 462042919 PRESIDENT 3172621882 2011-01-13 1 Joell D Grisel 3178488920 2011-01-13 2009 2016-02-24 21:20:13Z JACQUELYN GROTH 32 East Washington Street No 600 Indianapolis IN 462042919 24926399 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. 70 70 498 2010 213741 -45093 17684543 16484796 7781089 7617802 439 330 539865 518970 26005936 24621898 0 0 24622120 15774586 0 1263802 10997678 10317849 35619798 26092435 -9613862 -1470537 6454314 6076547 18838297 19931067 -12383983 -13854520 TO INSPIRE, ENTERTAIN, EDUCATE AND CHALLENGE THROUGH INNOVATIVE PROGRAMS AND SYMPHONIC MUSIC PERFORMED AT THE HIGHEST ARTISTIC LEVEL. 0 0 22408477 7617802 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. 22408477 1 1 0 0 0 0 0 0 0 1 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 1 148 0 1 498 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 70 70 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 Simon Crookall 37.50 X X 237163 0 28099 Don Altemeyer 2.00 X 0 0 0 HON ALEX M AZAR II 2.00 X 0 0 0 DEBORAH WARE BALOGH 2.00 X 0 0 0 CHARLENE BARNETTE 2.00 X 0 0 0 Frank Basile 2.00 X 0 0 0 DENNIS L BASSETT 2.00 X 0 0 0 BARRY J BENTLEY 2.00 X X 0 0 0 Alpha Blackburn 2.00 X 0 0 0 CHRistina Bodurow PhD 2.00 X X 0 0 0 John A Bratt 2.00 X 0 0 0 MARY CLARE BROADBENT 2.00 X 0 0 0 JOHN CANNON 2.00 X 0 0 0 ERICA CHAPPELL 2.00 X 0 0 0 Margaret Chen 2.00 X 0 0 0 Andrea D Cranfill 2.00 X 0 0 0 CHARLES J GARCIA 2.00 X 0 0 0 JOHN R GIBBS 2.00 X 0 0 0 Carolyn S Hardman 2.00 X 0 0 0 PAM HICKS 2.00 X 0 0 0 Tomisue Hilbert 2.00 X 0 0 0 Peter W Howard PhD 2.00 X 0 0 0 ANN HAMPTON HUNT 2.00 X 0 0 0 Laura Ingham 2.00 X 0 0 0 Robert S Kaspar 2.00 X X 0 0 0 WOODY KELLEY 2.00 X 0 0 0 Alvin E Kite Jr 2.00 X 0 0 0 Kay F Koch 2.00 X 0 0 0 martha D Lamkin 2.00 X 0 0 0 Lawrence E Lawhead 2.00 X 0 0 0 SARAH LECHLEITER 2.00 X 0 0 0 Eric A Manterfield 2.00 X X 0 0 0 KELLY MARSH 2.00 X 0 0 0 Illene K Maurer 2.00 X 0 0 0 Bruce C McCaw 2.00 X 0 0 0 Marni McKinney 2.00 X 0 0 0 Michael A McRobbie 2.00 X 0 0 0 Karen H Mersereau 2.00 X X 0 0 0 Alexander D Mih MD 2.00 X 0 0 0 mark d miles 2.00 X 0 0 0 James T Morris 2.00 X 0 0 0 John M Mutz 2.00 X 0 0 0 Jackie Nytes 2.00 X 0 0 0 IZABELA OZDEMIR 2.00 X 0 0 0 HOLLY M PANTZER 2.00 X 0 0 0 Kay Pashos 2.00 X 0 0 0 Linda L Pence 2.00 X 0 0 0 J DANIEL PHILPOTT 2.00 X 0 0 0 Linda Poulter 2.00 X 0 0 0 MARCIA RAAB 2.00 X 0 0 0 Josette C Rathbun 2.00 X 0 0 0 Ken Renkens MD 2.00 X 0 0 0 Fred E Schlegel 2.00 X 0 0 0 Thomas A Schlehuber 2.00 X 0 0 0 Alice K Schloss 2.00 X 0 0 0 YVONNE SHAHEEN 2.00 X 0 0 0 RICHARD R SKILES 2.00 X 0 0 0 Christopher A Slapak 2.00 X 0 0 0 Alan C Stanford 2.00 X 0 0 0 James B Steichen MD 2.00 X 0 0 0 DAWN TABLER 2.00 X 0 0 0 KEVIN TAYLOR 2.00 X 0 0 0 JOHN R THORNBURGH 2.00 X X 0 0 0 MARIANNE WILLIAMS TOBIAS 2.00 X 0 0 0 AMB RANDALL L TOBIAS 2.00 X 0 0 0 PETE WARD 2.00 X 0 0 0 DAVID E WILCOX PE 2.00 X 0 0 0 RALPH V WILHELM 2.00 X 0 0 0 RICHARD D WOOD 2.00 X 0 0 0 C DANIEL YATES 2.00 X 0 0 0 MARIO VENZAGO 37.50 X 309477 0 5200 JACK EVERLY 37.50 X 243577 0 15192 ARKADY ORLOVSKY 37.50 X 290433 0 19802 ZACHARY DEPUE 37.50 X 184406 0 11443 K BLAKE SCHLABACH 37.50 X 171988 0 32856 THOMAS RAMSEY 37.50 X 163530 0 27380 SEAN DUNLAVY 37.50 X 147750 0 11998 QUENTIN QUINN 37.50 X 140307 0 26943 1888631 0 178913 9 0 1 0 THREE SIXTY GROUP 36 SOUTH PENNSYLVANIA STREET INDIANAPOLIS IN 46204 DESIGN, PRINTING, AND ADVERTISING AGENCY 895340 1 111743 9372720 174823 6825510 361688 16484796 TICKET SALES AND FEE I 900099 7617802 7617802 7617802 330 330 301780 12631 289149 289149 289149 296226 111743 291670 4556 4556 8260 50 8210 8210 692 150 542 542 ADVERTISING 541800 213741 213741 MISCELLANEOUS 900099 2772 2772 216513 24621898 7626554 213741 296807 1816333 1439037 231159 146137 10247334 8802052 844207 601075 471095 396696 74399 2320305 1931775 238336 150194 919519 780598 81967 56954 59081 1624 57457 34903 34903 381382 279940 60742 40700 956117 956117 1290852 917041 264181 109630 2023734 2023734 37595 6603 28052 2940 6687 699 5988 247181 247181 788954 717365 71589 130993 19188 111805 GUEST ARTISTS 2538632 2538632 GENERAL PRODUCTION 766565 766565 MUSIC & INSTRUMENT RENT 197434 197434 CONCERT FRONT OF HOUSE 195409 195409 ACOUSTIC FEASIBILITY ST 123229 123229 539101 314739 68190 156172 26092435 22408477 2420156 1263802 284216 122272 9720 1442344 2282112 1119086 724693 9180 420560 550809 14052283 11691742 3152355 2360541 26033 26940 6454314 6076547 1400974 1381815 2148456 1958856 6574649 7472195 8714218 9118201 18838297 19931067 X -16152944 -17842551 3768961 3988031 -12383983 -13854520 6454314 6076547 X 0 1 1 X 0 X 15482262 18286720 19476223 17772926 16484796 87502927 15482262 18286720 19476223 17772926 16484796 87502927 658464 86844463 489224 463096 428849 388970 302110 2072249 260249 245225 266332 266075 213741 1251622 90826798 32923673 0.95620 0.93600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9007501 8028056 979445 5044782 3663686 1381096 2360541 OTHER LIABILITIES 123290 PENSION LIABILITY 8994911 9118201 24621898 26092435 -1470537 0 -1470537 24535963 -387615 -387615 24923578 -301680 -301680 24621898 26006500 301680 301680 25704820 387615 387615 26092435 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. GALA 266641 76845 189796 205593 MAESTRO OPEN 67600 67600 26833 3 73728 34898 38830 59244 407969 111743 296226 291670 291670 4556 8260 50 0 8260 50 50 8210 IN 1 0 1 0 0.00000 1.00000 ADAM WHITE 32 EAST WASHINGTON ST INDIANAPOLIS IN 46204 0 CAROL ANN BARRETT ASSOCIATE DIRECTOR OF SPECIAL EVENTS X 1 12766 X 0 1 X 1 0 0 0 0 0 0 1 0 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 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. ZACHARY DEPUE X 23200 9180 0 0 1 9180 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 48 178699 FMV X 15 27117 COST 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 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 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 SALARIES, OTHER COMPENSATION, EMPLOYEE BENEFITS 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. 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 1 0 1 0 0 0 0 1 1 0 1 1 0 1 0 0