Liabilities / Assets
5th percentile
Higher debt load relative to assets than 5% of similar nonprofits.
Indianapolis Symphony Orchestra Foundation Inc.
990 • Fiscal year 2012 • 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
8th percentile
Faster asset growth than 8% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Down$88,974,087
Down $7,582,977 (-7.9%) from 2011
Net Assets
Down$88,581,077
Down $7,586,210 (-7.9%) from 2011
Liabilities
Up$393,010
Up $3,233 (+0.8%) from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$13,608,432
Up $4,007,400 (+42%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2011 to Aug 31, 2012
- Signed
- Apr 5, 2013
- Return Version
- 2011v1.5
- Gross Receipts
- $27,127,439
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 550 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/ExpensesSubtotal | 0 | 13281844 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | TO SUPPORT THE INDIANA SYMPHONY SOCIETY, INC. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 1 | INCOME TAXES THE ISO FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND RELATED STATE LAWS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ISO FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE ISO FOUNDATION 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 ISO FOUNDATION, 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 ISO FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ISO FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE ISO FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND A CORRESPONDING STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE ISO FOUNDATION 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). |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 2 | CHANGE IN NPV - CHARITABLE GIFT ANNUITY 56,627. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 3 | CHANGE IN NPV - CHARITABLE GIFT ANNUITY 56,627. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 0 | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 1 | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 2 | PART XI, LINE 8 - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 3 | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 0 | PART V, LINE 4: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 1 | PART X: |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 326588 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 326588 |
| IRS990ScheduleD/Land/BookValue | 0 | 600000 |
| IRS990ScheduleD/Land/OtherCostOrOtherBasis | 0 | 600000 |
| IRS990ScheduleD/LeaseholdImprovements/BookValue | 0 | 929130 |
| IRS990ScheduleD/LeaseholdImprovements/Depreciation | 0 | 2769509 |
| IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis | 0 | 3698639 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | -3094691 |
| IRS990ScheduleD/NetUnrealizedGLOnInvestments | 0 | -3094691 |
| IRS990ScheduleD/OtherAmount | 0 | 56627 |
| IRS990ScheduleD/OtherRevenues | 0 | 56627 |
| IRS990ScheduleD/OtherSecurities/BookValue | 0 | 58547845 |
| IRS990ScheduleD/OtherSecurities/Description | 0 | INVESTMENT PARTNERSHIPS AND PRIVATE EQUITY FUNDS |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 0 | F |
| IRS990ScheduleD/PermanentEndowmentEOYBalance | 0 | 0.98620 |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | -3038064 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 326588 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 8733698 |
| IRS990ScheduleD/TermEndowmentEOYBalance | 0 | 0.01380 |
| IRS990ScheduleD/TotalAdjustments | 0 | -3038064 |
| IRS990ScheduleD/TotalExpenses | 0 | 13608432 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 13608432 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 4590443 |
| IRS990ScheduleD/TotalOfBookValueSecurities | 0 | 58547845 |
| IRS990ScheduleD/TotalRevenue | 0 | 9060286 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 9060286 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 13281844 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 5695634 |
| 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. |
| 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 | 12322709 |
| IRS990ScheduleI/RecipientTable/EINOfRecipient | 0 | 350998627 |
| IRS990ScheduleI/RecipientTable/IRCSection | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrant | 0 | TO FUND OPERATING EXPENSES, RENT, EDUCATION, AND ARTISTIC ENDEAVORS. |
| IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine1 | 0 | INDIANA SYMPHONY SOCIETY INC |
| IRS990ScheduleI/RecordsMaintained | 0 | 1 |
| 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 | 209225 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 0 | 6247 |
| IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation | 0 | WAGES REPORTED ARE BASED ON 2011 CALENDAR YEAR. |
| IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier | 0 | SUPPLEMENTAL INFORMATION |
| IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference | 0 | PART III |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | SIMON CROOKALL- RESIGNED 2112 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 0 | 0 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $88,974,087
- Liabilities
- $393,010
- Net assets
- $88,581,077
- Revenue
- -
- Expenses
- $13,608,432
- Net income
- -