Liabilities / Assets
4th percentile
Higher debt load relative to assets than 4% of similar nonprofits.
Indianapolis Symphony Orchestra Foundation Inc.
990 • Fiscal year 2013 • 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
45th percentile
Faster asset growth than 45% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Up$92,968,180
Up $3,994,093 (+4.5%) from 2012
Net Assets
Up$92,766,561
Up $4,185,484 (+4.7%) from 2012
Liabilities
Down$201,619
Down $191,391 (-49%) from 2012
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$7,317,684
Down $6,290,748 (-46%) from 2012
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2012 to Aug 31, 2013
- Signed
- Mar 14, 2014
- Return Version
- 2012v2.1
- Gross Receipts
- $16,332,099
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 539 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/FootnoteInPartXIII | 0 | X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | TO SUPPORT THE INDIANA SYMPHONY SOCIETY, INC. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/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, 2013 AND 2012, 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, BOTH OF WHICH ARE INFORMATIONAL RETURNS ONLY. THE ISO FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH AUGUST 31, 2012. 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/Form990ScheduleDPartXIII/Explanation | 2 | CHANGE IN NPV - CHARITABLE GIFT ANNUITY 119,857. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 1 | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 2 | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 0 | PART V, LINE 4: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 1 | PART X, LINE 2: |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 291140 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 291140 |
| IRS990ScheduleD/Land/BookValue | 0 | 600000 |
| IRS990ScheduleD/Land/OtherCostOrOtherBasis | 0 | 600000 |
| IRS990ScheduleD/LeaseholdImprovements/BookValue | 0 | 767932 |
| IRS990ScheduleD/LeaseholdImprovements/Depreciation | 0 | 2930707 |
| IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis | 0 | 3698639 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 4538656 |
| IRS990ScheduleD/OtherRevenues | 0 | 119857 |
| IRS990ScheduleD/OtherSecurities/BookValue | 0 | 58036083 |
| IRS990ScheduleD/OtherSecurities/Description | 0 | INVESTMENT PARTNERSHIPS AND PRIVATE EQUITY FUNDS |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 0 | F |
| IRS990ScheduleD/PermanentEndowmentEOYBalance | 0 | 0.97750 |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 4658513 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 291140 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 6553515 |
| IRS990ScheduleD/TermEndowmentEOYBalance | 0 | 0.02250 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 7317684 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 4158032 |
| IRS990ScheduleD/TotalOfBookValueSecurities | 0 | 58036083 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 6844655 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 7026544 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 11212028 |
| 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 | 6345350 |
| IRS990ScheduleI/RecipientTable/EINOfRecipient | 0 | 350998627 |
| IRS990ScheduleI/RecipientTable/IRCSection | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrant | 0 | TO FUND OPERATING EXPENSES, RENT, EDUCATION, PENSION FUNDING 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 | 40000 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 0 | 145606 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 0 | 4411 |
| IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation | 0 | SCHEDULE J, PART II IS REPORTED BASED ON CALENDAR YEAR 2012. |
| IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier | 0 | SUPPLEMENTAL INFORMATION |
| IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference | 0 | PART III |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | JACQUELYN GROTH-RESIGNED 31513 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 0 | 8867 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 0 | 758 |
| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 0 | ASSISTANT TREASURER |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs | 0 | 199642 |
| 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 FUNDRAISING, ADMINISTRATIVE SERVICES, PROVIDING OFFICE SPACE, AND PREPARING FINANCIAL RECORDS AND REPORTS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE ARTICLES OF INCORPORATION WERE AMENDED EFFECTIVE 5/15/2013. THE FOLLOWING CHANGES WERE MADE: TRANSFER OF ASSETS UPON DISSOLUTION SHALL BE MADE TO THE INDIANA SYMPHONY SOCIETY. IF THE SOCIETY CEASES TO EXIST OR QUALIFY AS A 501(C)(3) ORGANIZATION, ASSETS SHALL BE DISTRIBUTED TO A NONPROFIT CORPORATION, TRUST, FOUNDATION OR OTHER ORGANIZATION DEEMED BY THE BOARD OF DIRECTORS TO HAVE PURPOSES SIMILAR TO THOSE OF THE SOCIETY. PREVIOUS ARTICLES PLACED A NONPROFIT COPORATION, TRUST, FOUNDATION OR OTHER ORGANIZATION WHOSE PURPOSE WAS THE OPERATION AND MAINTENANCE OF A SYMPHONY ORCHESTRA IN INDIANA AFTER THE TRANSFER TO THE SOCIETY AND BEFORE A TRANSFER TO AN ORGANIZATION WITH SIMILAR PURPOSE. THE AMENDED ARTICLES ADDED A CLAUSE TO THE ARTICLES FOR THE AMENDMENTS TO PURPOSE. AN AFFIRMATIVE VOTE OF TWO-THIRDS OF THE TOTAL NUMBER OF VOTING DIRECTORS OF THE CORPORATION AT THE TIME OF SUCH VOTE SHALL BE REQUIRED TO MAKE THOSE AMENDMENTS TO ARTICLE II PURPOSES AND POWERS. THE AMENDED ARTICLES CHANGED THE NUMBER OF DIRECTORS FROM NINE TO FIVE PLUS THE EX OFFICIO DIRECTOR WHO SHALL BE THE INCUMBENT CHAIRPERSON OF THE SOCIETY. THE CEO OF THE INDIANA SYMPHONY SOCIETY, INC. SHALL NO LONGER BE A DIRECTOR OF THE FOUNDATION. THE NUMBER MAY BE INCREASED OR DECREASED BY RESOLUTION ADOPTED BY THE MAJORITY OF THE BOARD OF DIRECTORS. FURTHER, THERE SHALL BE ONLY ONE CLASS OF DIRECTORS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | THE 990 IS REVIEWED BY THE AUDIT COMMITTEE BEFORE DISTRIBUTION TO THE BOARD. A COPY OF THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | 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. |
Document Assets
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Filings
Displayed year
2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $92,968,180
- Liabilities
- $201,619
- Net assets
- $92,766,561
- Revenue
- -
- Expenses
- $7,317,684
- Net income
- -