Civic Intelligence

Indianapolis Symphony Orchestra Foundation Inc.

990 • Fiscal year 2019 • EIN 35-1812636

Sep 01, 2018 to Aug 31, 2019 • Filed on May 29, 2020

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

0.00x

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

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

12th percentile

0.06x

Higher debt load relative to revenue than 12% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

10th percentile

-20%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

22nd percentile

$203,176

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

16th percentile

-3.0%

Faster asset growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-42%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$98,318,900

Down $3,078,319 (-3.0%) from 2018

Net Assets

Down

$97,846,625

Down $2,830,702 (-2.8%) from 2018

Liabilities

Down

$472,275

Down $247,617 (-34%) from 2018

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin10th percentile

Revenue

Down

$7,707,532

Down $5,580,024 (-42%) from 2018

Expenses

Up

$9,264,073

Up $1,355,889 (+17%) from 2018

Net Income

Down

-$1,556,541

Down $6,935,913 (-129%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2019

Assets$98,318,900
Liabilities$472,275
Net Assets$97,846,625
Open 2019 Filing

Operations Trend

Revenue Growth6th 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

2019

Revenue$7,707,532
Expenses$9,264,073
Net Income-$1,556,541
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
May 29, 2020
Return Version
2018v3.1
Gross Receipts
$33,590,240
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$60,023,618$63,688,912▲ $3,665,294
Investments in Publicly Traded Securities$30,395,779$24,557,688▼ $5,838,091
Land, Buildings, and Equipment, Net$4,419,698$4,105,372▼ $314,326
Pledges and Grants Receivable$1,522,709$1,608,344▲ $85,635
Savings and Temporary Cash Investments$3,128,520$1,290,560▼ $1,837,960
Other Notes and Loans Receivable, Net$682,400$435,800▼ $246,600
Prepaid Expenses and Deferred Charges$83,333--
Accounts Receivable$143,151$79,763▼ $63,388
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$101,397,219$98,318,900▼ $3,078,319
Other Assets Total$998,011$2,552,460▲ $1,554,449
Liabilities
Mortgage Notes Payable Secured by Investment Property$682,400$435,800▼ $246,600
Accounts Payable and Accrued Expenses$37,492$36,475▼ $1,017
Total Liabilities$719,892$472,275▼ $247,617
Net Assets / Fund Balance
Unrestricted Net Assets$59,477,606$55,980,687▼ $3,496,919
Permanently Rstr Net Assets$32,660,472$33,161,472▲ $501,000
Temporarily Rstr Net Assets$8,539,249$8,704,466▲ $165,217
Total Net Assets Fund Balance$100,677,327$97,846,625▼ $2,830,702
Total Liabilities and Net Assets / Fund Balance$101,397,219$98,318,900▼ $3,078,319

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,505,372$6,577,969$10,083,341
Land$600,000-$600,000
Leasehold Improvements$0$37,156$37,156
Other Securities$63,688,912--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$36,437,597$501,000▲ $282,415$492,311$36,728,701
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
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
John ThornburghChair
Kent HawrylukDirector
Martha LamkinDirector
Robert D RamseyDirector
Scott DavisDirector
Susan RidlenDirector
Tom GreinDirector
Steve Hamilton Retired 92019Assistant Treasurer
Robert H ReynoldsSecretary
Jill MargettsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cambridge Associates LLCInvestment Advisor125 HIGH STREET, Boston, MA 02110$187,500
Revenue and Support

Revenue Composition

Contributions and Grants
$2,352,831
Program Service Revenue
$1,380,572
Investment Income
$3,833,027
Other Revenue
$141,102
All Other Contributions
$2,352,831
Change in Net Assets
$-1,556,541

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,809,222
Revenue Not Reported on Financial Statements
$898,310
Revenue Not Reported on Form 990
$-1,274,161
Total Revenue per Audited Statements
$5,535,061
Total Revenue per Form 990
$7,707,532
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,781,540
Other Expenses$1,482,533
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,781,540--$7,781,540
Fees for Service Investment Mgmnt Fees-$898,310-$898,310
Depreciation Depletion$314,327--$314,327
Occupancy$130,572--$130,572
Other Expenses-$28,109-$28,109
Office Expenses-$23,835-$23,835
Fees for Services Accounting-$18,900-$18,900
Interest-$18,480-$18,480
Total Functional Expenses$8,226,439$1,037,634$0$9,264,073

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,264,073
Expenses per Audited Statements$8,365,763
Total Expenses per Audited Statements$8,365,763
Expenses Not Reported on Financial Statements$898,310
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.$7,771,927
Indianapolis Symphony Orchestra AssociationIndianapolis, IN501(c)(3)To Fund the Maurer Young Musician Contest$9,613

International Summary

Offices
0
Employees
0
Spending
$42,592,131

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
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,InvestmentsNone00$35,916,803
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumInvestmentsNone00$6,675,328
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 2018 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
Adam White
Title
Controller
Phone
3172927092
Signed
2020-05-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam White
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 ST STE 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 -904.”

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 similar 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, 2019 and 2018, 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, 2018. 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 -904.”

Raw XML AppendixShowing 400 of 628 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/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.
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IRS990/PoliticalCampaignActyInd00
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IRS990/PrincipalOfficerNm0ADAM WHITE
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IRS990/PYInvestmentIncomeAmt011226933
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IRS990/PYOtherRevenueAmt040915
IRS990/PYProgramServiceRevenueAmt01380803
IRS990/PYRevenuesLessExpensesAmt05379372
IRS990/PYSalariesCompEmpBnftPaidAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE INDIANA SYMPHONY SOCIETY, INC. (SOCIETY) IS THE SUPPORTED ORGANIZATION FOR THE FOUNDATION. THE MAIN ACTIVITY OF THE FOUNDATION IS TO MANAGE THE INVESTMENTS, INCLUDING REAL ESTATE, THAT DERIVED FROM CONTRIBUTIONS THAT WERE LONG TERM IN NATURE. THIS ACTIVITY FURTHERS THE EXEMPT PURPOSE OF THE SOCIETY BY ALLOWING THE FOUNDATION TO PROVIDE FUNDING TO THE SOCIETY TO COVER EXPENSES RELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION IS RESPONSIVE TO THE SOCIETY AS IT PROVIDES AN OPERATING GRANT EACH YEAR AND IT IS WILLING TO HEAR REQUESTS FROM THE SOCIETY FOR SPECIAL GRANTS WHEN THE NEEDS ARISE THAT ARE IN ADDITION TO THE YEARLY OPERATING GRANT. THE FOUNDATION WILL DECIDE WHETHER TO APPROVE OR DENY THE REQUEST BY THE SOCIETY ON A CASE BY CASE BASIS. THE FOUNDATION HAS DETERMINED THAT MANAGING THE INVESTMENTS , INCLUDING REAL ESTATE IS SUBSTANTIALLY ALL OF ITS ACTIVITIES BECAUSE IT MAKES UP 95% OF ITS ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1IF THE FOUNDATION DID NOT EXIST, THE ACTIVITIES DESCRIBED FOR LINE 2A, WOULD STILL HAVE TO BE DONE AS IT WOULD NOT BE PRUDENT TO LEAVE $90 MILLION OF INVESTMENTS AND $4 MILLION OF REAL ESTATE UNMANAGED. THEREFORE, IF THE FOUNDATION DID NOT ENGAGE IN THIS ACTIVITY, THE SOCIETY WOULD NEED TO MANAGE THEM ITSELF.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B:
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0INDIANA SYMPHONY SOCIETY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt07771927
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt037156
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT PARTNERSHIPS AND PRIVATE EQUITY FUNDS
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IRS990ScheduleD/RevenueSubtotalAmt06809222
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 SIMILAR 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, 2019 AND 2018, 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, 2018. 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 -904.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.09710
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04105372

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,318,900
Liabilities
$472,275
Net assets
$97,846,625
Revenue
$7,707,532
Expenses
$9,264,073
Net income
-$1,556,541
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