Civic Intelligence

Indianapolis Symphony Orchestra Foundation Inc.

990 • Fiscal year 2018 • EIN 35-1812636

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 02, 2019

Organization ProfileN/A
32 East Washington Street No 600Indianapolis, IN 46204-2919

(317) 262-1100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.01x

Higher debt load relative to assets than 7% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

9th percentile

0.05x

Higher debt load relative to revenue than 9% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

9th percentile

$183,086

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Asset Growth

48th percentile

2.6%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

51%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$101,397,219

Up $2,555,961 (+2.6%) from 2017

Net Assets

Up

$100,677,327

Up $2,442,738 (+2.5%) from 2017

Liabilities

Up

$719,892

Up $113,223 (+19%) from 2017

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin89th percentile

Revenue

Up

$13,287,556

Up $4,505,535 (+51%) from 2017

Expenses

Up

$7,908,184

Up $965,081 (+14%) from 2017

Net Income

Up

$5,379,372

Up $3,540,454 (+193%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $90,541,461Liabilities 2010: $452,224Net Assets 2010: $90,089,2372010Assets 2011: $96,557,064Liabilities 2011: $389,777Net Assets 2011: $96,167,2872011Assets 2012: $88,974,087Liabilities 2012: $393,010Net Assets 2012: $88,581,0772012Assets 2013: $92,968,180Liabilities 2013: $201,619Net Assets 2013: $92,766,5612013Assets 2014: $99,612,553Liabilities 2014: $154,505Net Assets 2014: $99,458,0482014Assets 2015: $95,559,692Liabilities 2015: $123,757Net Assets 2015: $95,435,9352015Assets 2016: $93,603,384Liabilities 2016: $587,217Net Assets 2016: $93,016,1672016Assets 2017: $98,841,258Liabilities 2017: $606,669Net Assets 2017: $98,234,5892017Assets 2018: $101,397,219Liabilities 2018: $719,892Net Assets 2018: $100,677,3272018Assets 2019: $98,318,900Liabilities 2019: $472,275Net Assets 2019: $97,846,6252019Assets 2020: $99,982,035Liabilities 2020: $255,998Net Assets 2020: $99,726,0372020Assets 2021: $120,040,413Liabilities 2021: $11,299Net Assets 2021: $120,029,1142021Assets 2022: $117,619,288Liabilities 2022: $55,324Net Assets 2022: $117,563,9642022Assets 2023: $114,922,418Liabilities 2023: $192,080Net Assets 2023: $114,730,3382023Assets 2024: $121,112,166Liabilities 2024: $52,749Net Assets 2024: $121,059,4172024

Highlighted filing

2018

Assets$101,397,219
Liabilities$719,892
Net Assets$100,677,327
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $10,443,7762010Expenses 2011: $9,601,0322011Expenses 2012: $13,608,4322012Expenses 2013: $7,317,6842013Revenue 2014: $8,976,242Expenses 2014: $7,359,168Net Income 2014: $1,617,0742014Revenue 2015: $6,370,291Expenses 2015: $8,300,148Net Income 2015: -$1,929,8572015Revenue 2016: $6,109,218Expenses 2016: $7,531,398Net Income 2016: -$1,422,1802016Revenue 2017: $8,782,021Expenses 2017: $6,943,103Net Income 2017: $1,838,9182017Revenue 2018: $13,287,556Expenses 2018: $7,908,184Net Income 2018: $5,379,3722018Revenue 2019: $7,707,532Expenses 2019: $9,264,073Net Income 2019: -$1,556,5412019Revenue 2020: $7,983,891Expenses 2020: $8,101,562Net Income 2020: -$117,6712020Revenue 2021: $10,534,808Expenses 2021: $7,795,739Net Income 2021: $2,739,0692021Revenue 2022: $9,602,897Expenses 2022: $8,157,454Net Income 2022: $1,445,4432022Revenue 2023: $7,393,933Expenses 2023: $7,777,735Net Income 2023: -$383,8022023Revenue 2024: $8,910,190Expenses 2024: $8,504,642Net Income 2024: $405,5482024

Highlighted filing

2018

Revenue$13,287,556
Expenses$7,908,184
Net Income$5,379,372
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 2, 2019
Return Version
2017v2.3
Gross Receipts
$32,100,244
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$52,327,700$60,023,618▲ $7,695,918
Investments in Publicly Traded Securities$35,997,243$30,395,779▼ $5,601,464
Land, Buildings, and Equipment, Net$4,590,020$4,419,698▼ $170,322
Savings and Temporary Cash Investments$2,695,687$3,128,520▲ $432,833
Pledges and Grants Receivable$1,442,115$1,522,709▲ $80,594
Other Notes and Loans Receivable, Net$804,000$682,400▼ $121,600
Accounts Receivable$5,697$143,151▲ $137,454
Prepaid Expenses and Deferred Charges-$83,333-
Total Assets$98,841,258$101,397,219▲ $2,555,961
Other Assets Total$978,796$998,011▲ $19,215
Liabilities
Mortgage Notes Payable Secured by Investment Property$304,000$682,400▲ $378,400
Accounts Payable and Accrued Expenses$302,669$37,492▼ $265,177
Total Liabilities$606,669$719,892▲ $113,223
Net Assets / Fund Balance
Unrestricted Net Assets$57,749,489$59,477,606▲ $1,728,117
Permanently Rstr Net Assets$32,549,472$32,660,472▲ $111,000
Temporarily Rstr Net Assets$7,935,628$8,539,249▲ $603,621
Total Net Assets Fund Balance$98,234,589$100,677,327▲ $2,442,738
Total Liabilities and Net Assets / Fund Balance$98,841,258$101,397,219▲ $2,555,961

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,819,692$6,263,649$10,083,341
Land$600,000-$600,000
Leasehold Improvements$6$37,150$37,156
Other Securities$60,023,618--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$35,646,389$111,000▲ $1,103,191$422,983$36,437,597
2016$34,461,941$12,500▲ $1,599,437$427,489$35,646,389
2015$34,546,103$15,000▲ $326,712$425,874$34,461,941
2014$34,607,148$117,850▲ $248,538$427,433$34,546,103
2013$33,084,697$65,000▲ $1,849,165$391,714$34,607,148
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
John ThornburghChair
Bob KasparDirector
Kent HawrylukDirector
Martha LamkinDirector
Robert D RamseyDirector
Susan RidlenDirector
Tom GreinDirector
Steve HamiltonAssistant Treasurer
Robert H ReynoldsSecretary
Jill MargettsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cambridge Associates LLCInvestment Advisor125 HIGH STREET, Boston, MA 02110, Oc$187,500
Partners GroupMoney Manager-$138,266
Revenue and Support

Revenue Composition

Contributions and Grants
$638,905
Program Service Revenue
$1,380,803
Investment Income
$11,226,933
Other Revenue
$40,915
All Other Contributions
$638,905
Change in Net Assets
$5,379,372

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,614,731
Revenue Not Reported on Financial Statements
$672,825
Revenue Not Reported on Form 990
$-2,936,634
Total Revenue per Audited Statements
$9,678,097
Total Revenue per Form 990
$13,287,556
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,754,476
Other Expenses$1,153,708
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,754,476--$6,754,476
Fees for Service Investment Mgmnt Fees-$672,825-$672,825
Depreciation Depletion$259,889--$259,889
Occupancy$130,803--$130,803
Fees for Services Accounting-$19,100-$19,100
Other Expenses-$11,885-$11,885
Interest-$6,035-$6,035
Fees for Services Legal-$3,171-$3,171
Total Functional Expenses$7,145,168$763,016$0$7,908,184

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,908,184
Expenses per Audited Statements$7,235,359
Total Expenses per Audited Statements$7,235,359
Expenses Not Reported on Financial Statements$672,825
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Indiana Symphony Society IncIndianapolis, IN501(c)(3)To Fund Operating Expenses, Rent, Education, and Artistic Endeavors.$6,742,953
Indianapolis Symphony Orchestra AssociationIndianapolis, IN501(c)(3)To Fund the Maurer Young Musician Contest$11,523

International Summary

Offices
0
Employees
0
Spending
$37,962,490

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,InvestmentsNone00$31,774,976
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumInvestmentsNone00$6,187,514
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“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.”

Form 990, Part VI, Section B, Line 11B

“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.”

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. Each person is required to sign and return a form indicating they have read the policy and have disclosed any conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon verbal or written request.”

Form 990, Part VII, Section A

“Compensation in part vii, section a is reported based on 2017 calendar year end.”

Form 990, Part VI, Section B, Line 15

“The organization has answered no to questions 15a and 15b in regards to the process for determining compensation for the executive director, officers, and key employees being subject to review and approval by independent persons. However, the organization does not have employees, thus there is no process for determining compensation.”

Filing and Contact Details

Filer

Filer Name
Indianapolis Symphony Orchestra
EIN
35-1812636
Phone
3172621100
Address
32 EAST WASHINGTON STREET NO 600, INDIANAPOLIS, IN 46204-2919

Signing Officer

Name
Steve Hamilton
Title
Asst Treasurer
Phone
3172621882
Signed
2019-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Hamilton
Formed
1990
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN STREET SUITE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in npv - charitable gift annuity -314.”

Form 990, Part XII, Line 2C

“The organization has an audit committee that assumes responsibility for the oversight of the audit and the selection of an independent accountant. This process has not changed from prior years.”

Financial Statement Notes

PART V, LINE 4:

“To support the indiana symphony society, inc.”

PART X, LINE 2:

“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 law. 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, 2018 and 2017, 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, 2017. 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).”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in npv - charitable gift annuity -314.”

Raw XML AppendixShowing 400 of 619 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/ActivityOrMissionDesc0THE 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/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASSISTANT TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0292
IRS990/GainOrLossGrp/SecuritiesAmt010109560
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt06754476
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06754476
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06754476
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0628
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt028921912
IRS990/GrossReceiptsAmt032100244
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt06035
IRS990/InterestGrp/TotalAmt06035
IRS990/InvestmentIncomeGrp/ExclusionAmt01143885
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01117081
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-26804
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt052327700
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt060023618
IRS990/InvestmentsPubTradedSecGrp/BOYAmt035997243
IRS990/InvestmentsPubTradedSecGrp/EOYAmt030395779
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06300799
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04590020
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04419698
IRS990/LandBldgEquipCostOrOtherBssAmt010720497
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0336
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt018812352
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0304000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0682400
IRS990/NetAssetsOrFundBalancesBOYAmt098234589
IRS990/NetAssetsOrFundBalancesEOYAmt0100677327
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010109852
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010109852
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2936320
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0130803
IRS990/OccupancyGrp/TotalAmt0130803
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0978796
IRS990/OtherAssetsTotalGrp/EOYAmt0998011
IRS990/OtherChangesInNetAssetsAmt0-314
IRS990/OtherExpensesGrp/Desc0ADMIN SERVICE FEE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111885
IRS990/OtherExpensesGrp/TotalAmt050000
IRS990/OtherExpensesGrp/TotalAmt111885
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ANNUITIES EARNINGS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt040915
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt040915
IRS990/OtherRevenueTotalAmt040915
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0804000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0682400
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt032549472
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt032660472
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01442115
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01522709
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt083333
IRS990/PrincipalOfficerNm0STEVE HAMILTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0RENT - HILBERT CIRCLE THEATRE
IRS990/ProgramServiceRevenueGrp/Desc1RENT - SYMPHONY CENTRE
IRS990/ProgramServiceRevenueGrp/Desc2CIRCLE TOWER RENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0850000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1400000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2130803
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0850000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1400000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2130803
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0333519
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05801851
IRS990/PYInvestmentIncomeAmt07034560
IRS990/PYOtherExpensesAmt01141252
IRS990/PYOtherRevenueAmt032207
IRS990/PYProgramServiceRevenueAmt01381735
IRS990/PYRevenuesLessExpensesAmt01838918
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06943103
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08782021
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt05379372
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01421718
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02695687
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03128520
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION IS ORGANIZED TO PROVIDE FUNDING TO THE INDIANA SYMPHONY SOCIETY INC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1IF THE FOUNDATION DID NOT EXIST, THE SOCIETY WOULD HAVE TO HOLD AND MANAGE THE ENDOWMENT ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0350998627
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06742953
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0INDIANA SYMPHONY SOCIETY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt06742953
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03819692
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06263649
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010083341
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt035646389
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0111000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt036437597
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01103191
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0422983
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt034461941
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt035646389
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01599437
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0427489
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt034546103
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt015000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt034461941
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0326712
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0425874
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt034607148
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0117850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt034546103
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0248538
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0427433
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt033084697
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt065000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt034607148
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01849165
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0391714
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0672825
IRS990ScheduleD/ExpensesSubtotalAmt07235359
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0672825
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0672825
IRS990ScheduleD/LandGrp/BookValueAmt0600000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0600000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt037150
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt037156
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2936320
IRS990ScheduleD/OtherRevenueAmt0-314
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt060023618
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT PARTNERSHIPS AND PRIVATE EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.89630
IRS990ScheduleD/RevenueNotReportedAmt0-2936634
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0672825
IRS990ScheduleD/RevenueSubtotalAmt012614731
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE INDIANA SYMPHONY SOCIETY, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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 LAW. 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, 2018 AND 2017, 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, 2017. 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/SupplementalInformationDetail/ExplanationTxt2CHANGE IN NPV - CHARITABLE GIFT ANNUITY -314.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.10370
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04419698
IRS990ScheduleD/TotalBookValueSecuritiesAmt060023618
IRS990ScheduleD/TotalExpensesPerForm990Amt07908184
IRS990ScheduleD/TotalRevenuePerForm990Amt013287556

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,397,219
Liabilities
$719,892
Net assets
$100,677,327
Revenue
$13,287,556
Expenses
$7,908,184
Net income
$5,379,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$121$0.05$121$8.91$8.50$0.41
2023Detailed filing. Detailed filing data is available for this year.$115$0.19$115$7.39$7.78$0.38
2022Detailed filing. Detailed filing data is available for this year.$118$0.06$118$9.60$8.16$1.45
2021Detailed filing. Detailed filing data is available for this year.$120$0.01$120$10.5$7.80$2.74
2020Detailed filing. Detailed filing data is available for this year.$100.0$0.26$99.7$7.98$8.10$0.12
2019Detailed filing. Detailed filing data is available for this year.$98.3$0.47$97.8$7.71$9.26$1.56
2018Detailed filing. Detailed filing data is available for this year.$101$0.72$101$13.3$7.91$5.38
2017Detailed filing. Detailed filing data is available for this year.$98.8$0.61$98.2$8.78$6.94$1.84
2016Detailed filing. Detailed filing data is available for this year.$93.6$0.59$93.0$6.11$7.53$1.42
2015Detailed filing. Detailed filing data is available for this year.$95.6$0.12$95.4$6.37$8.30$1.93
2014Detailed filing. Detailed filing data is available for this year.$99.6$0.15$99.5$8.98$7.36$1.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.0$0.20$92.8$7.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.0$0.39$88.6$13.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.6$0.39$96.2$9.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$90.5$0.45$90.1$10.4