Liabilities / Assets
5th percentile
Higher debt load relative to assets than 5% of similar nonprofits.
Indianapolis Symphony Orchestra Foundation Inc.
990 • Fiscal year 2011 • EIN 35-1812636
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Up$96,557,064
Up $6,015,603 (+6.6%) from 2010
Net Assets
Up$96,167,287
Up $6,078,050 (+6.7%) from 2010
Liabilities
Down$389,777
Down $62,447 (-14%) from 2010
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$9,601,032
Down $842,744 (-8.1%) from 2010
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2010 to Aug 31, 2011
- Signed
- Mar 13, 2012
- Return Version
- 2010v3.4
- Gross Receipts
- $35,400,425
Mission and Program Overview
Mission
The indianapolis symphony orchestra foundation, inc. (the "iso foundation") was formed in september 1990 for the purpose of educating the public and providing financial and other support to the indiana symphony society, inc. (the "society"), an indiana not-for-profit corporation that operates the indianapolis symphony orchestra. It is the general practice of the society to transfer contributions raised, other than annual fund contributions, to the iso foundation unless a donor specifically requires the contribution to be maintained by the society. All fundraising expenses are recorded and reported in the society's accounts.
Filing and Contact Details
Filer
- EIN
- 35-1812636
Raw XML AppendixShowing 400 of 536 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/ActivityOrMissionDescription | 0 | THE INDIANAPOLIS SYMPHONY ORCHESTRA FOUNDATION, INC. (THE "ISO FOUNDATION") WAS FORMED IN SEPTEMBER 1990 FOR THE PURPOSE OF EDUCATING THE PUBLIC AND PROVIDING FINANCIAL AND OTHER SUPPORT TO THE INDIANA SYMPHONY SOCIETY, INC. (THE "SOCIETY"), AN INDIANA NOT-FOR-PROFIT CORPORATION THAT OPERATES THE INDIANAPOLIS SYMPHONY ORCHESTRA. IT IS THE GENERAL PRACTICE OF THE SOCIETY TO TRANSFER CONTRIBUTIONS RAISED, OTHER THAN ANNUAL FUND CONTRIBUTIONS, TO THE ISO FOUNDATION UNLESS A DONOR SPECIFICALLY REQUIRES THE CONTRIBUTION TO BE MAINTAINED BY THE SOCIETY. ALL FUNDRAISING EXPENSES ARE RECORDED AND REPORTED IN THE SOCIETY'S ACCOUNTS. |
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| IRS990/MissionDescription | 0 | THE INDIANAPOLIS SYMPHONY ORCHESTRA FOUNDATION, INC. (THE "ISO FOUNDATION") WAS FORMED IN SEPTEMBER 1990 FOR THE PURPOSE OF EDUCATING THE PUBLIC AND PROVIDING FINANCIAL AND OTHER SUPPORT TO THE INDIANA SYMPHONY SOCIETY, INC. (THE "SOCIETY"), AN INDIANA NOT-FOR-PROFIT CORPORATION THAT OPERATES THE INDIANAPOLIS SYMPHONY ORCHESTRA. IT IS THE GENERAL PRACTICE OF THE SOCIETY TO TRANSFER CONTRIBUTIONS RAISED, OTHER THAN ANNUAL FUND CONTRIBUTIONS, TO THE ISO FOUNDATION UNLESS A DONOR SPECIFICALLY REQUIRES THE CONTRIBUTION TO BE MAINTAINED BY THE SOCIETY. ALL FUNDRAISING EXPENSES ARE RECORDED AND REPORTED IN THE SOCIETY'S ACCOUNTS. |
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| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 8011096 |
| IRS990ScheduleD/NetUnrealizedGLOnInvestments | 0 | 8011096 |
| IRS990ScheduleD/OtherAmount | 0 | -96829 |
| IRS990ScheduleD/OtherRevenues | 0 | -96829 |
| IRS990ScheduleD/OtherSecurities/BookValue | 0 | 62624146 |
| IRS990ScheduleD/OtherSecurities/Description | 0 | INVESTMENT PARTNERSHIPS AND PRIVATE EQUITY FUNDS |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 0 | F |
| IRS990ScheduleD/PermanentEndowmentEOYBalance | 0 | 1.00000 |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 7914267 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 386277 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 7378538 |
| IRS990ScheduleD/TermEndowmentEOYBalance | 0 | 0.00000 |
| IRS990ScheduleD/TotalAdjustments | 0 | 7914267 |
| IRS990ScheduleD/TotalExpenses | 0 | 9601032 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 9601032 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 5025963 |
| IRS990ScheduleD/TotalOfBookValueSecurities | 0 | 62624146 |
| IRS990ScheduleD/TotalRevenue | 0 | 7764815 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 7764815 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 9214755 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 15292805 |
| IRS990ScheduleI/Form990ScheduleIPartIV/Explanation | 0 | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION HAS DIRECT ACCESS TO THE BOOKS OF THE INDIANA SYMPHONY SOCIETY, INC AS WELL AS THE INDIANAPOLIS SYMPHONY ORCHESTRA ASSOCIATION. IN ADDITION, THE CEO OF THE INDIANA SYMPHONY SOCIETY , INC. IS ON THE BOARD OF DIRECTORS OF THE INDIANAPOLIS SYMPHONY ORCHESTRA FOUNDATION, INC. |
| IRS990ScheduleI/Form990ScheduleIPartIV/Identifier | 0 | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: |
| IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference | 0 | PART I, LINE 2: |
| IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1 | 0 | 32 EAST WASHINGTON STREET NO 600 |
| IRS990ScheduleI/RecipientTable/AddressUS/City | 0 | INDIANAPOLIS |
| IRS990ScheduleI/RecipientTable/AddressUS/State | 0 | IN |
| IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode | 0 | 462042919 |
| IRS990ScheduleI/RecipientTable/AmountOfCashGrant | 0 | 8287971 |
| IRS990ScheduleI/RecipientTable/EINOfRecipient | 0 | 350998627 |
| IRS990ScheduleI/RecipientTable/IRCSection | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrant | 0 | TO FUND OPERATING EXPENSES, RENT, EDUCATION, ARTISTIC ENDEAVORS AND TRANSITIONAL PROJECTS |
| IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine1 | 0 | INDIANA SYMPHONY SOCIETY INC |
| IRS990ScheduleI/RecordsMaintained | 0 | 1 |
| IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants | 0 | 1 |
| IRS990ScheduleI/TotalNbrOfOtherOrganizations | 0 | 0 |
| IRS990ScheduleJ/AnyNonFixedPayments | 0 | 0 |
| IRS990ScheduleJ/CompBasedNetEarningsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 0 | 205486 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 0 | 6098 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | SIMON CROOKALL |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 0 | 19888 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 0 | 8664 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs | 0 | 240136 |
| IRS990ScheduleJ/InitialContractException | 0 | 0 |
| IRS990/ScheduleJRequired | 0 | 1 |
| IRS990ScheduleJ/SeverancePayment | 0 | 0 |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | BEGINNING IN 1995, THE ORGANIZATION ENTERED INTO A SERVICE AGREEMENT WITH THE INDIANA SYMPHONY SOCIETY, INC. (THE "SOCIETY") WHEREBY THE SOCIETY PROVIDES THE ORGANIZATION CERTAIN MANAGEMENT SERVICES, INCLUDING ENDOWMENT FUND RAISING, ADMINISTRATIVE SERVICES, PROVIDING OFFICE SPACE, AND PREPARING FINANCIAL RECORDS AND REPORTS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE 990 IS REVIEWED BY THE AUDIT COMMITTEE. A COPY OF THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO ALL BOARD MEMBERS AND MANAGEMENT WITH SPENDING AUTHORITY. EACH PERSON IS REQUIRED TO SIGN AND RETURN A FORM INDICATING THEY HAVE READ THE POLICY AND HAVE DISCLOSED ANY CONFLICTS OF INTEREST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON VERBAL OR WRITTEN REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | SIMON CROOKALL IS PAID BY THE INDIANA SYMPHONY SOCIETY, INC. AS THE SOCIETY'S PRESIDENT AND CEO. THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES AND DOES NOT COMPENSATE ANY OF ITS OFFICERS OR DIRECTORS. |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $96,557,064
- Liabilities
- $389,777
- Net assets
- $96,167,287
- Revenue
- -
- Expenses
- $9,601,032
- Net income
- -