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Indianapolis Symphony Orchestra Foundation Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$8.91M (2024)

Expenses
$8.5M (2024)

Total Assets
$121M (2024)

Total Liabilities
$52.7k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,910,190
Expenses
$8,504,642
Net Income
$405,548
Net Assets
$121,059,417
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,918,147
32.8%
Program Services $1,250,000
14.0%
Investment Income $2,011,605
22.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,697,713
30.3%
Net Inventory Sales $0
Other Revenue $32,725
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $121,112,166
Total Liabilities $52,749
Net Assets $121,059,417
Compensation
Key Employees and Officers Compensation Related Other
Jill Margetts (Treasurer) $0 $0 $0
John R Thornburgh (Chair) $0 $0 $0
Robert D Ramsey (Secretary) $0 $0 $0
Mark Mutz (Director) $0 $0 $0
Martha Lamkin (Director) $0 $0 $0
Scott Davis (Director) $0 $0 $0
Susan Ridlen (Director) $0 $0 $0
Tom Grein (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,393,933
Expenses
$7,777,735
Net Income
-$383,802
Net Assets
$114,730,338
Notable Sources of Revenue Percent of Total Revenue
Contributions $728,374
9.9%
Program Services $1,250,000
16.9%
Investment Income $886,701
12.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,493,173
60.8%
Net Inventory Sales $0
Other Revenue $35,685
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $114,922,418
Total Liabilities $192,080
Net Assets $114,730,338
Compensation
Key Employees and Officers Compensation Related Other
Jill Margetts (Treasurer) $0 $0 $0
John R Thornburgh (Chair) $0 $0 $0
Robert D Ramsey (Secretary) $0 $0 $0
Mark Mutz (Director) $0 $0 $0
Martha Lamkin (Director) $0 $0 $0
Scott Davis (Director) $0 $0 $0
Susan Ridlen (Director) $0 $0 $0
Tom Grein (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,602,897
Expenses
$8,157,454
Net Income
$1,445,443
Net Assets
$117,563,964
Notable Sources of Revenue Percent of Total Revenue
Contributions $182,277
1.9%
Program Services $1,250,000
13.0%
Investment Income $1,779,195
18.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,363,630
66.3%
Net Inventory Sales $0
Other Revenue $27,795
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $117,619,288
Total Liabilities $55,324
Net Assets $117,563,964
Compensation
Key Employees and Officers Compensation Related Other
Jill Margetts (Treasurer) $0 $0 $0
John R Thornburgh (Chair) $0 $0 $0
Robert D Ramsey (Secretary) $0 $0 $0
Mark Mutz (Director) $0 $0 $0
Martha Lamkin (Director) $0 $0 $0
Scott Davis (Director) $0 $0 $0
Susan Ridlen (Director) $0 $0 $0
Tom Grein (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,534,808
Expenses
$7,795,739
Net Income
$2,739,069
Net Assets
$120,029,114
Notable Sources of Revenue Percent of Total Revenue
Contributions $294,518
2.8%
Program Services $1,250,000
11.9%
Investment Income $1,358,248
12.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,596,027
72.1%
Net Inventory Sales $0
Other Revenue $36,015
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $120,040,413
Total Liabilities $11,299
Net Assets $120,029,114
Compensation
Key Employees and Officers Compensation Related Other
Tom Grein (Director) $0 $0 $0
Mark Mutz (Director) $0 $0 $0
Scott Davis (Director) $0 $0 $0
Martha Lamkin (Director) $0 $0 $0
Jill Margetts (Treasurer) $0 $0 $0
Robert D Ramsey (Secretary) $0 $0 $0
Susan Ridlen (Director) $0 $0 $0
John R Thornburgh (Chair) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,983,891
Expenses
$8,101,562
Net Income
-$117,671
Net Assets
$99,726,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,402,252
17.6%
Program Services $1,304,127
16.3%
Investment Income $888,575
11.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,348,353
54.5%
Net Inventory Sales $0
Other Revenue $40,584
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $99,982,035
Total Liabilities $255,998
Net Assets $99,726,037
Compensation
Key Employees and Officers Compensation Related Other
John R Thornburgh (Chair) $0 $0 $0
Jill Margetts (Treasurer) $0 $0 $0
Robert H Reynolds (Secretary) $0 $0 $0
Scott Davis (Director) $0 $0 $0
Tom Grein (Director) $0 $0 $0
Martha Lamkin (Director) $0 $0 $0
Mark Mutz (Director) $0 $0 $0
Robert D Ramsey (Director) $0 $0 $0
Susan Ridlen (Director) $0 $0 $0
Steve Hamilton Retired 92019 (Assistant Treasurer) $0 $114,630 $29,691

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,707,532
Expenses
$9,264,073
Net Income
-$1,556,541
Net Assets
$97,846,625
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,352,831
30.5%
Program Services $1,380,572
17.9%
Investment Income $946,324
12.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,886,703
37.5%
Net Inventory Sales $0
Other Revenue $141,102
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $98,318,900
Total Liabilities $472,275
Net Assets $97,846,625
Compensation
Key Employees and Officers Compensation Related Other
Tom Grein (Director) $0 $0 $0
Martha Lamkin (Director) $0 $0 $0
Robert H Reynolds (Secretary) $0 $0 $0
Robert D Ramsey (Director) $0 $0 $0
Kent Hawryluk (Director) $0 $0 $0
Scott Davis (Director) $0 $0 $0
John Thornburgh (Chair) $0 $0 $0
Jill Margetts (Treasurer) $0 $0 $0
Susan Ridlen (Director) $0 $0 $0
Steve Hamilton Retired 92019 (Assistant Treasurer) $0 $183,907 $19,269

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,287,556
Expenses
$7,908,184
Net Income
$5,379,372
Net Assets
$100,677,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $638,905
4.8%
Program Services $1,380,803
10.4%
Investment Income $1,117,081
8.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,109,852
76.1%
Net Inventory Sales $0
Other Revenue $40,915
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $101,397,219
Total Liabilities $719,892
Net Assets $100,677,327
Compensation
Key Employees and Officers Compensation Related Other
Tom Grein (Director) $0 $0 $0
Martha Lamkin (Director) $0 $0 $0
Robert H Reynolds (Secretary) $0 $0 $0
Robert D Ramsey (Director) $0 $0 $0
Kent Hawryluk (Director) $0 $0 $0
Bob Kaspar (Director) $0 $0 $0
John Thornburgh (Chair) $0 $0 $0
Jill Margetts (Treasurer) $0 $0 $0
Susan Ridlen (Director) $0 $0 $0
Steve Hamilton (Assistant Treasurer) $0 $164,004 $19,082

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,782,021
Expenses
$6,943,103
Net Income
$1,838,918
Net Assets
$98,234,589
Notable Sources of Revenue Percent of Total Revenue
Contributions $333,519
3.8%
Program Services $1,381,735
15.7%
Investment Income $1,430,685
16.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,603,875
63.8%
Net Inventory Sales $0
Other Revenue $32,207
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $98,841,258
Total Liabilities $606,669
Net Assets $98,234,589
Compensation
Key Employees and Officers Compensation Related Other
Tom Grein (Direct Or) $0 $0 $0
Martha Lamkin (Direct Or) $0 $0 $0
Robert H Reynolds (Secretary) $0 $0 $0
Robert D Ramsey (Director) $0 $0 $0
Kent Hawryluk (Direct Or) $0 $0 $0
Bob Kaspar (Direct Or) $0 $0 $0
John Thornburgh (Chair) $0 $0 $0
Jill Margetts (Treasurer) $0 $0 $0
Susan Ridlen (Director) $0 $0 $0
Steve Hamilton (Assistant Treasurer) $0 $139,468 $17,031

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,109,218
Expenses
$7,531,398
Net Income
-$1,422,180
Net Assets
$93,016,167
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,510,070
24.7%
Program Services $1,379,396
22.6%
Investment Income $1,151,562
18.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,041,972
33.4%
Net Inventory Sales $0
Other Revenue $26,218
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $93,603,384
Total Liabilities $587,217
Net Assets $93,016,167
Compensation
Key Employees and Officers Compensation Related Other
Tom Grein (Direct Or) $0 $0 $0
Charles J O'drobinak (Direct Or) $0 $0 $0
Robert H Reynolds (Secretary) $0 $0 $0
Fred Ruebeck (Director) $0 $0 $0
Kent Hawryluk (Direct Or) $0 $0 $0
Bob Kaspar (Direct Or) $0 $0 $0
John Thornburgh (Chair) $0 $0 $0
Jill Margetts (Treasurer) $0 $0 $0
Susan Ridlen (Director) $0 $0 $0
Steve Hamilton (Assistant Treasurer) $0 $131,451 $14,317

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,370,291
Expenses
$8,300,148
Net Income
-$1,929,857
Net Assets
$95,435,935
Notable Sources of Revenue Percent of Total Revenue
Contributions $664,565
10.4%
Program Services $1,376,691
21.6%
Investment Income $1,276,762
20.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,126,129
49.1%
Net Inventory Sales $0
Other Revenue -$73,856
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $95,559,692
Total Liabilities $123,757
Net Assets $95,435,935
Compensation
Key Employees and Officers Compensation Related Other
Tom Grein (Director) $0 $0 $0
Marc D Johnson (Director) $0 $0 $0
Charles J O'drobinak (Director) $0 $0 $0
Robert H Reynolds (Secretary) $0 $0 $0
Fred Ruebeck (Chair) $0 $0 $0
Kent Hawryluk (Director) $0 $0 $0
Bob Kaspar (Director) $0 $0 $0
John Thornburgh (Director) $0 $0 $0
Jill Margetts (Treasurer) $0 $0 $0
Susan Ridlen (Director) $0 $0 $0
Steve Hamilton (Assistant Treasurer) $0 $133,927 $15,522

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,976,242
Expenses
$7,359,168
Net Income
$1,617,074
Net Assets
$99,458,048
Notable Sources of Revenue Percent of Total Revenue
Contributions $170,551
1.9%
Program Services $1,374,727
15.3%
Investment Income $1,314,528
14.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,114,724
68.1%
Net Inventory Sales $0
Other Revenue $1,712
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $99,612,553
Total Liabilities $154,505
Net Assets $99,458,048
Compensation
Key Employees and Officers Compensation Related Other
Tom Grein (Director) $0 $0 $0
Marc D Johnson (Treasurer) $0 $0 $0
Charles J O'drobinak (Director) $0 $0 $0
Robert H Reynolds (Secretary) $0 $0 $0
Fred Ruebeck (Chair) $0 $0 $0
Kent Hawryluk (Director) $0 $0 $0
Bob Kaspar (Director) $0 $0 $0
John Thornburgh (Director) $0 $0 $0
Steve Hamilton (Assistant Treasurer) $0 $52,048 $6,650

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,844,655
Expenses
$7,317,684
Net Income
-$473,029
Net Assets
$92,766,561
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,971,755
28.8%
Program Services $1,371,713
20.0%
Investment Income $1,071,896
15.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,425,908
35.4%
Net Inventory Sales $0
Other Revenue $3,383
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $92,968,180
Total Liabilities $201,619
Net Assets $92,766,561

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,060,286
Expenses
$13,608,432
Net Income
-$4,548,146
Net Assets
$88,581,077
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,193,589
13.2%
Program Services $1,369,586
15.1%
Investment Income $797,400
8.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,692,265
62.8%
Net Inventory Sales $0
Other Revenue $7,446
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $88,974,087
Total Liabilities $393,010
Net Assets $88,581,077

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,764,815
Expenses
$9,601,032
Net Income
-$1,836,217
Net Assets
$96,167,287
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,289,923
16.6%
Program Services $1,366,964
17.6%
Investment Income $610,002
7.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,490,087
57.8%
Net Inventory Sales $0
Other Revenue $7,839
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $96,557,064
Total Liabilities $389,777
Net Assets $96,167,287

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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