Civic Intelligence

The Indianapolis Symphony Orchestra Association

EIN 35-2024219 • 501(c)3 • Indianapolis, IN

Profile

The indianapolis symphony orchestra association (isoa) supports the programs and goals of the indianapolis symphony orchestra. Membership in the isoa promotes the enjoyment of music and provides support for the indianapolis symphony orchestra through fundraising and music education for children and adults throughout indiana. The isoa works to develop tomorrow's audience by exposing children and adults to rich musical experiences. The isoa seeks to: increase public awareness of the symphony, encourage audience development and concert attendance, promote music education statewide for children and adults, develop and support fundraising projects, and promote and participate in the symphony's annual fund.

32 East Washington Street 600Indianapolis, IN 46204-2919

www.indianapolissymphony.org/SUPPORT/GETIN

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

27th percentile

-30%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

2.3%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$74,784

Down $31,943 (-30%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$74,784

Down $31,943 (-30%) from 2023

Revenue

Up

$226,266

Up $5,129 (+2.3%) from 2023

Expenses

Up

$258,209

Up $74,983 (+41%) from 2023

Net Income

Down

-$31,943

Down $69,854 (-184%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $54,628Liabilities 2012: $0Net Assets 2012: $54,6282012Assets 2013: $51,883Liabilities 2013: $0Net Assets 2013: $51,8832013Assets 2014: $62,016Liabilities 2014: $0Net Assets 2014: $62,0162014Assets 2015: $53,477Liabilities 2015: $0Net Assets 2015: $53,4772015Assets 2016: $63,181Liabilities 2016: $0Net Assets 2016: $63,1812016Assets 2017: $67,641Liabilities 2017: $0Net Assets 2017: $67,6412017Assets 2018: $71,880Liabilities 2018: $0Net Assets 2018: $71,8802018Assets 2019: $87,731Liabilities 2019: $9,613Net Assets 2019: $78,1182019Assets 2020: $72,832Liabilities 2020: $0Net Assets 2020: $72,8322020Assets 2021: $71,100Liabilities 2021: $0Net Assets 2021: $71,1002021Assets 2022: $68,816Liabilities 2022: $0Net Assets 2022: $68,8162022Assets 2023: $106,727Liabilities 2023: $0Net Assets 2023: $106,7272023Assets 2024: $74,784Liabilities 2024: $0Net Assets 2024: $74,7842024

Highlighted filing

2024

Assets$74,784
Liabilities$0
Net Assets$74,784

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2012: $172,9692012Expenses 2013: $202,7532013Revenue 2014: $217,842Expenses 2014: $207,709Net Income 2014: $10,1332014Revenue 2015: $145,901Expenses 2015: $154,440Net Income 2015: -$8,5392015Revenue 2016: $106,085Expenses 2016: $96,381Net Income 2016: $9,7042016Revenue 2017: $164,896Expenses 2017: $160,436Net Income 2017: $4,4602017Revenue 2018: $178,930Expenses 2018: $174,691Net Income 2018: $4,2392018Revenue 2019: $197,053Expenses 2019: $190,815Net Income 2019: $6,2382019Revenue 2020: $133,195Expenses 2020: $138,481Net Income 2020: -$5,2862020Revenue 2021: $82,667Expenses 2021: $84,399Net Income 2021: -$1,7322021Revenue 2022: $183,949Expenses 2022: $186,233Net Income 2022: -$2,2842022Revenue 2023: $221,137Expenses 2023: $183,226Net Income 2023: $37,9112023Revenue 2024: $226,266Expenses 2024: $258,209Net Income 2024: -$31,9432024

Highlighted filing

2024

Revenue$226,266
Expenses$258,209
Net Income-$31,943

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$2.26$2.58$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$2.21$1.83$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$1.84$1.86$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.83$0.84$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$1.33$1.38$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.10$0.78$1.97$1.91$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$1.79$1.75$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$1.65$1.60$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$1.06$0.96$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.46$1.54$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$2.18$2.08$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$2.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$1.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 11, 2025
Return Version
2023v6.0
Gross Receipts
$357,107
Mission and Program Overview

Mission

The indianapolis symphony orchestra association (isoa) supports the programs and goals of the indianapolis symphony orchestra. Membership in the isoa promotes the enjoyment of music and provides support for the indianapolis symphony orchestra through fundraising and music education for children and adults throughout indiana. The isoa works to develop tomorrow's audience by exposing children and adults to rich musical experiences. The isoa seeks to: increase public awareness of the symphony, encourage audience development and concert attendance, promote music education statewide for children and adults, develop and support fundraising projects, and promote and participate in the symphony's annual fund.

The Indianapolis Symphony Orchestra Association volunteers enthusiastically support and promote the Indianapolis Symphony Orchestrta and its musicians through fundraising, educational programs, and audience development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$106,727$74,784▼ $31,943
Cash and Non-Interest-Bearing Accounts$97,722$67,017▼ $30,705
Savings and Temporary Cash Investments$9,005$7,767▼ $1,238
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$106,727$74,784▼ $31,943
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$106,727$74,784▼ $31,943
Total Liabilities and Net Assets / Fund Balance$106,727$74,784▼ $31,943
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carol Rohrabaugh-MoteChair
Judi TaflingerChair
Mary Kay AnthonyChair
Rita MartinChair
Robin CoffeeChair
Susan BeckettChair
Ann Deagan-RombergChair (THROUGH 06/2024)
Sharon StegemollerParliamentarian/Chair
Jan PierceImmediate Past President
Terry SnellImmediate Past President
Joanna WeilerPresident
Leslie NelsonPresident-Elect
Anne GreggBoard Member
Barb RalphBoard Member
Debbie VargoBoard Member
Debra DyarBoard Member
Elaine MasseyBoard Member
Frances HeavrinBoard Member
Gail McDermott-BowlerBoard Member
Jenna TragesserBoard Member
Karen AllenBoard Member
Karen DavisBoard Member
Kay KinderBoard Member
Linda SanningBoard Member
Mary RichardsBoard Member
Meg NiehausBoard Member
Patti GoeschBoard Member
Patty ButwinBoard Member
Paula ElamBoard Member
Peg McRoyBoard Member
Rita SteinbergBoard Member
Roz RobertsonBoard Member
Sarah StoelBoard Member
Tom GoeschBoard Member
Veronica FooteBoard Member
Barbara BennettBoard Member (THROUGH 06/2024)
Diane HildenbrandBoard Member (THROUGH 06/2024)
Esther WeaverBoard Member (THROUGH 06/2024)
Glenda GriffinBoard Member (THROUGH 06/2024)
Jane WenzelBoard Member (THROUGH 06/2024)
Janet BarbExecutive Board Advisor
Mary Ellen WeitekampExecutive Board Advisor
Susan SmithburnExecutive Board Advisor
Linda SykesCorresponding Secretary
Diane EvansRecording Secretary
Cindy OhlroggeTreasurer
Susan DueTreasurer Special Projects
Revenue and Support

Revenue Composition

Contributions and Grants
$87,290
Program Service Revenue
$1,861
Investment Income
$135
Other Revenue
$136,980
All Other Contributions
$2,035
Change in Net Assets
$-31,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$226,450
Other Expenses$31,759
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$226,450--$226,450
Other Expenses$7,745--$7,745
Office Expenses-$1,031-$1,031
Total Functional Expenses$257,178$1,031$0$258,209
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Indiana Symphony Society IncIndianapolis, IN501(c)(3)To support the exempt purpose of the Indiana Symphony Society, Inc.$226,450
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$245,428
Fundraising Direct Expenses$130,541
Gaming Gross Income$1,820
Gaming Direct Expenses$300
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Jubilee$151,770$109,297$43,003$66,294
Paramount$48,929$48,929$33,431$15,498
Total Events$305,451$245,428$130,541$114,887
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 15A Process to establish compensation of Top management official

The association does not compensate its top management official. Therefore, this question is not applicable and should be answered no per the instructions.

Form 990, Part VI, Line 15B Process for Determining Compensation of other officers

The association does not compensate any other officers. Therefore, this question is not applicable and should be answered no per the instructions.

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

Patti and Tom Goesch - Family relationship, Jenna Tragesser and Jan Pierce - Family relationship

Form 990, Part VI, Line 6 Classes of members or stockholders

The organization is made up of members. An individual becomes a member of the organization by completing an application and paying the appropriate dues.

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

The nominating committee presents a proposed slate of officers to the current executive board. The current executive board then votes to approve the officers.

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

An annual meeting is held, at which time any issues subject to approval of the members are presented and voted upon.

Form 990, Part VI, Line 8B Documentation of meetings held by committees of governing body

There are no committees with authority to act on behalf of the governing body.

Form 990, Part VI, Line 11B Review of form 990 by governing body

the association has its form 990 prepared by an outside accounting firm. it is then GIVEN TO THE ISOA PRESIDENT TO electronically DISTRIBUTE TO THE GOVERNING BODY TO REVIEW BEFORE THE RETURN IS FILED.

Form 990, Part VI, Line 19 Required documents available to the public

The organization makes its governing documents and financial statements available upon written or verbal request.

Filing and Contact Details

Filer

Filer Name
The Indianapolis Symphony Orchestra Association
EIN
35-2024219
Phone
3172621100
Address
32 EAST WASHINGTON STREET 600, INDIANAPOLIS, IN 46204-2919

Signing Officer

Name
Joanna Weiler
Title
President
Phone
3172621100
Signed
2025-06-11
Discuss with paid preparer
Yes

Organization Details

Formed
1937
Legal Domicile
In
Voting Board Members
41
Independent Board Members
41
Employees
0
Volunteers
397

Preparer

Firm
Crowe Llp
Address
225 West Wacker Drive Suite 2600, Chicago, IL 60606-1224
Preparer
Jennifer Burke
Phone
3128997000
Raw XML AppendixShowing 400 of 781 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.

Path#Value
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IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ADAM WHITE
IRS990/BooksInCareOfDetail/PhoneNum03172627092
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IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
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IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
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IRS990/CompensationProcessOtherInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt060023
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt087290
IRS990/CYGrantsAndSimilarPaidAmt0226450
IRS990/CYInvestmentIncomeAmt0135
IRS990/CYOtherExpensesAmt031759
IRS990/CYOtherRevenueAmt0136980
IRS990/CYProgramServiceRevenueAmt01861
IRS990/CYRevenuesLessExpensesAmt0-31943
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0258209
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0226266
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IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
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IRS990/Desc0CONTRIBUTIONS TO THE INDIANAPOLIS SYMPHONY ORCHESTRA IN ACCORDANCE WITH THE INDIANAPOLIS SYMPHONY ORCHESTRA ASSOCIATION'S EXEMPT PURPOSE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0226450
IRS990/FamilyOrBusinessRlnInd0true
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt460
IRS990/Form990PartVIISectionAGrp/PersonNm0Ann Deagan-Romberg
IRS990/Form990PartVIISectionAGrp/PersonNm1Carol Rohrabaugh-Mote
IRS990/Form990PartVIISectionAGrp/PersonNm2Cindy Ohlrogge
IRS990/Form990PartVIISectionAGrp/PersonNm3Diane Evans
IRS990/Form990PartVIISectionAGrp/PersonNm4Jan Pierce
IRS990/Form990PartVIISectionAGrp/PersonNm5Janet Barb
IRS990/Form990PartVIISectionAGrp/PersonNm6Joanna Weiler
IRS990/Form990PartVIISectionAGrp/PersonNm7Judi Taflinger
IRS990/Form990PartVIISectionAGrp/PersonNm8Leslie Nelson
IRS990/Form990PartVIISectionAGrp/PersonNm9Linda Sykes
IRS990/Form990PartVIISectionAGrp/PersonNm10Mary Ellen Weitekamp
IRS990/Form990PartVIISectionAGrp/PersonNm11Mary Kay Anthony
IRS990/Form990PartVIISectionAGrp/PersonNm12Rita Martin
IRS990/Form990PartVIISectionAGrp/PersonNm13Robin Coffee
IRS990/Form990PartVIISectionAGrp/PersonNm14Sharon Stegemoller
IRS990/Form990PartVIISectionAGrp/PersonNm15Susan Beckett
IRS990/Form990PartVIISectionAGrp/PersonNm16Susan Due
IRS990/Form990PartVIISectionAGrp/PersonNm17Susan Smithburn
IRS990/Form990PartVIISectionAGrp/PersonNm18Terry Snell
IRS990/Form990PartVIISectionAGrp/PersonNm19Anne Gregg
IRS990/Form990PartVIISectionAGrp/PersonNm20Barb Ralph
IRS990/Form990PartVIISectionAGrp/PersonNm21Barbara Bennett
IRS990/Form990PartVIISectionAGrp/PersonNm22Debbie Vargo
IRS990/Form990PartVIISectionAGrp/PersonNm23Debra Dyar
IRS990/Form990PartVIISectionAGrp/PersonNm24Diane Hildenbrand
IRS990/Form990PartVIISectionAGrp/PersonNm25Elaine Massey
IRS990/Form990PartVIISectionAGrp/PersonNm26Esther Weaver
IRS990/Form990PartVIISectionAGrp/PersonNm27Frances Heavrin
IRS990/Form990PartVIISectionAGrp/PersonNm28Gail McDermott-Bowler
IRS990/Form990PartVIISectionAGrp/PersonNm29Glenda Griffin
IRS990/Form990PartVIISectionAGrp/PersonNm30Jane Wenzel
IRS990/Form990PartVIISectionAGrp/PersonNm31Jenna Tragesser
IRS990/Form990PartVIISectionAGrp/PersonNm32Karen Allen
IRS990/Form990PartVIISectionAGrp/PersonNm33Karen Davis
IRS990/Form990PartVIISectionAGrp/PersonNm34Kay Kinder
IRS990/Form990PartVIISectionAGrp/PersonNm35Linda Sanning
IRS990/Form990PartVIISectionAGrp/PersonNm36Mary Richards
IRS990/Form990PartVIISectionAGrp/PersonNm37Meg Niehaus
IRS990/Form990PartVIISectionAGrp/PersonNm38Patti Goesch
IRS990/Form990PartVIISectionAGrp/PersonNm39Patty Butwin
IRS990/Form990PartVIISectionAGrp/PersonNm40Paula Elam
IRS990/Form990PartVIISectionAGrp/PersonNm41Peg McRoy
IRS990/Form990PartVIISectionAGrp/PersonNm42Rita Steinberg
IRS990/Form990PartVIISectionAGrp/PersonNm43Roz Robertson
IRS990/Form990PartVIISectionAGrp/PersonNm44Sarah Stoel
IRS990/Form990PartVIISectionAGrp/PersonNm45Tom Goesch
IRS990/Form990PartVIISectionAGrp/PersonNm46Veronica Foote
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300

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