2015-04-07T17:07:49-05:00 2014-08-31 381337372 BEENE GARTER LLP 56 GRANDVILLE AVE SW SUITE 100 GRAND RAPIDS MI 495034036 990 2013-09-01 386005447 GRAND RAPIDS SYMPHONY SOCIETY GRAN 6164549451 300 OTTAWA AVE NW STE 100 GRAND RAPIDS MI 49503 PETER KJOME PRESIDENT 6164549451 2015-04-01 1 MARGARET W BISHOP CPA P00295096 6162355200 2013 2016-03-07 17:11:31Z PETER KJOME 300 OTTAWA AVE NW STE 100 GRAND RAPIDS MI 49503 10354729 0 X WWW.GRSYMPHONY.ORG X 1930 MI TO BRING THE ENJOYMENT AND REWARDS OF GREAT MUSIC TO THE GRAND RAPIDS AREA AND THE STATE OF MICHIGAN. 42 41 270 450 252763 11133 4456453 7137554 2925074 3072050 26317 6747 133028 -64312 7540872 10152039 0 17952 0 14356 5701187 5678220 18675 15073 617217 3206168 3182027 8926030 8907628 -1385158 1244411 6904526 8026821 3831600 3699165 3072926 4327656 X TO BRING THE ENJOYMENT AND REWARDS OF GREAT MUSIC TO THE GRAND RAPIDS AREA AND THE STATE OF MICHIGAN. 0 0 6839439 17952 2856728 THE GRAND RAPIDS SYMPHONY IS AN INTEGRAL AND INDISPENSABLE PART OF THE WEST MICHIGAN COMMUNITY. THE INSTITUTION HAS LONG BEEN AN IMPORTANT PART OF THE COMMUNITY, WITH MUSICAL EXCELLENCE, DIVERSE PROGRAMMING, COLLABORATIVE SPIRIT, AND A COMMITMENT TO LEARNING, ALL ADDING TO THE QUALITY OF LIFE WE ENJOY IN WEST MICHIGAN. WE ARE ABOUT SHARING GREAT CONCERTS AND EDUCATIONAL PROGRAMS WITH OUR COMMUNITY AS GRAND RAPIDS AND WEST MICHIGAN GROWS AND EVOLVES, BECOMING A CENTER OF REGIONAL EXCELLENCE WITH A DIVERSE POPULATION AND BUSINESS BASE. WE HAVE AN IMPORTANT ROLE IN THE CONTINUED DEVELOPMENT OF WEST MICHIGAN, HELPING TO CONNECT PEOPLE WITH ONE ANOTHER AND SUPPORTING ECONOMIC GROWTH. 195868 THE GRAND RAPIDS SYMPHONY EDUCATION PROGRAMS: THE SYMPHONY PROVIDES EXCEPTIONAL MUSIC EDUCATION PROGRAMS FOR MORE THAN 80,000 ATTENDEES ACROSS 14 COUNTIES IN MICHIGAN ANNUALLY. PROGRAMS INCLUDE OPPORTUNITIES FOR TODDLERS THROUGH ADULTS TO EXPLORE THE WORLD OF CLASSICAL MUSIC THROUGH PERFORMANCES AND EVENTS IN AND AROUND GRAND RAPIDS. AND WE ARE WORKING HARD TO ENSURE THAT THESE OPPORTUNITIES ARE AVAILABLE FOR A BROAD SPECTRUM OF OUR COMMUNITY-MORE THAN 35% OF STUDENTS ATTENDING CONCERTS COME FROM MINORITY POPULATIONS, AND MORE THAN 49% OF STUDENTS QUALIFY FOR THE FEDERAL FREE OR REDUCED LUNCH PROGRAM-A BAROMETER FOR LOW-INCOME/HIGH-POVERTY STATUS. WITH THE HELP OF DONORS, CORPORATIONS, SPONSORS, AND FOUNDATIONS, WE ARE ABLE TO PROVIDE THESE OPPORTUNITIES AT LOW- OR NO-COST TO ATTENDEES, THEREBY REMOVING AS MANY BARRIERS TO PARTICIPATION AS POSSIBLE. CURRENT SYMPHONY EDUCATION PROGRAMS INCLUDE:LOLLIPOP CONCERTS (GRADES K-2): THESE CONCERTS OFTEN PROVIDE A FIRST EXPERIENCE WITH THE GRAND RAPIDS SYMPHONY AND ORCHESTRAL MUSIC. THEY ARE DEVELOPED TO INCLUDE A CONNECTION TO CLASSIC CHILDREN'S LITERATURE, AND OFTEN INCORPORATE OTHER ARTS MEDIUMS THROUGH VISUAL ARTS, ACTORS AND COLLABORATIONS WITH OTHER ARTS ORGANIZATIONS. MORE THAN 19,000 CHILDREN AND ADULTS ATTEND THESE PERFORMANCES EACH YEAR.THIRD GRADE CONCERT: THE FOCUS IS ON THE PERCUSSION SECTION FOR THESE HIGH-ENERGY PERFORMANCES FEATURING SYMPHONY PRINCIPAL PERCUSSION, BILL VITS. NOT ONLY DO HIS CONCERTS HIGHLIGHT TRADITIONAL PERCUSSION INSTRUMENTS HEARD IN THE ORCHESTRA, BUT THEY INCLUDE A SHORT HISTORY ON THE DEVELOPMENT OF PERCUSSION INSTRUMENTS. STUDENTS ALWAYS REMEMBER THE "GOAT-TOENAIL" RATTLES AND THE THEREMIN DEMONSTRATIONS! EACH YEAR, MORE THAN 3,900 STUDENTS AND TEACHERS ATTEND THESE PERFORMANCES.INSTRUMENT & STRING DISCOVERY ENSEMBLES (4TH GRADE): COMPRISED OF SMALL GROUPS OF SYMPHONY MUSICIANS, THESE HANDS-ON ENSEMBLES COMBINE SHORT PERFORMANCES WITH THE OPPORTUNITY FOR STUDENTS TO TRY THE INSTRUMENTS FOR THEMSELVES WHILE UNDER THE GUIDANCE OF THE SYMPHONY MUSICIANS. PERFORMANCES ARE PRESENTED TO ONE FOURTH GRADE CLASS AT A TIME TO MAXIMIZE THE STUDENT/PERFORMER RATIO.FIFTH GRADE CONCERT PROGRAM: STARTED IN 1944, THIS CONCERT HAS SERVED HUNDREDS OF THOUSANDS OF STUDENTS OVER TIME. THE FIFTH GRADE CONCERT PERFORMANCES INCORPORATE A CLASSROOM FEEL INTO A TRADITIONAL CONCERT STRUCTURE. ANNUALLY, MORE THAN 16,000 STUDENTS AND TEACHERS ATTEND THESE EVENTS, WITH 26 DISTRICTS SENDING 100% OF THEIR FIFTH GRADERS!NOOKS & CRANNIES TOUR (6TH GRADE - ADULTS): THESE ONE-HOUR TOURS OF DEVOS PERFORMANCE HALL NOT ONLY DIG INTO THE NOOKS AND CRANNIES OF THE HOME OF THE SYMPHONY, BUT ALSO INVITE DISCUSSION ABOUT CAREERS AND OPPORTUNITIES RELATED TO THE ARTS BEYOND THOSE OF PERFORMER. TOUR GUESTS ARE TREATED TO THE FULL BACK-STAGE EXPERIENCE, INCLUDING THE CHANCE TO SIT ONSTAGE. MORE THAN 1,500 ATTENDEES PARTICIPATE IN THESE TOURS EACH YEAR.ARTISTS IN RESIDENCE PROGRAM (GRADES K-6): THIS IS THE MOST EXTENSIVE OF THE GRAND RAPIDS SYMPHONY'S EDUCATION PROGRAMS. THE ARTISTS IN RESIDENCE (AIR) PROGRAM COMBINES THE CONCERT EXPERIENCES LISTED PREVIOUSLY FOR EACH GRADE LEVEL AND ADDS ADDITIONAL IN-SCHOOL PERFORMANCES BY SMALL ENSEMBLES. SCHOOLS ARE ACCEPTED INTO THE AIR PROGRAM THROUGH AN APPLICATION PROCESS FOR A TWO-YEAR PROGRAM CYCLE ANNUALLY, BETWEEN 40 AND 45 SCHOOLS ARE ACCEPTED AS AN AIR PARTNER SCHOOL, WHICH REPRESENTS MORE THAN 18,000 STUDENTS. SCHOOLS ARE LOCATED IN GRAND RAPIDS AND THROUGHOUT WEST MICHIGAN. SCHOOLS PARTICIPATE AT NO CHARGE FOR THE FIRST TWO YEARS, AND ARE ACCEPTED BACK FOR ADDITIONAL PROGRAM CYCLES WITH A PARTICIPATION FEE OF ONLY $1,000 PER YEAR.FAMILY SERIES CONCERTS (AGES 8+): THE FAMILY SERIES CONCERTS ARE DESIGNED TO INSPIRE AND MOTIVATE YOUNG MUSICIANS WHO ARE JUST STARTING OUT ON THEIR INSTRUMENTS, AND ENCOURAGE THOSE WHO AREN'T PLAYING TO GIVE IT A TRY! THESE CONCERTS FEATURE A WIDE VARIETY OF MUSICAL STYLES TO SHOW THE VERSATILITY OF THE ORCHESTRA AND OUR MUSICIANS, AND TO PROVIDE A PLATFORM TO SHOWCASE GUEST ARTISTS FROM A VARIETY OF MUSICAL BACKGROUNDS. EACH CONCERT IS PAIRED WITH PRE-CONCERT ACTIVITIES IN THE LOBBY, WHICH INCLUDE AN INSTRUMENT PETTING ZOO OF INSTRUMENTS FOUND IN THE ORCHESTRA.MOSAIC SCHOLARSHIPS (AGES 11-18): A STRONG COMPONENT OF THE SYMPHONY'S EFFORTS TO REACH DIVERSE AUDIENCES, THESE SCHOLARSHIPS PROVIDE TALENTED AFRICAN-AMERICAN AND HISPANIC INSTRUMENTAL STUDENTS WITH COMPLETELY SUBSIDIZED PRIVATE INSTRUCTION ON THEIR INSTRUMENT WITH SYMPHONY MUSICIANS. IN ADDITION TO THEIR LESSONS, ALL SUPPLIES-SUCH AS BOOKS, REEDS, STRINGS AND INSTRUMENT RENTAL-ARE PROVIDED. MOSAIC SCHOLARS ALSO RECEIVE COMPLIMENTARY TICKETS TO ATTEND SELECT SYMPHONY CONCERTS WITH THEIR FAMILIES. SCHOLARSHIP RECIPIENTS ARE CHOSEN BY AN AUDITION PROCESS, AND SCHOLARSHIPS ARE RENEWABLE THROUGH THE STUDENT'S SENIOR YEAR IN HIGH SCHOOL. WE CURRENTLY HAVE 20 STUDENTS INVOLVED IN THIS PROGRAM ANNUALLY.GRAND RAPIDS YOUTH SYMPHONY AND CLASSICAL ORCHESTRA (AGES 11-18): FOR MORE THAN 50 YEARS, THE YOUTH SYMPHONY PROGRAM HAS PROVIDED ADVANCED ENSEMBLE PERFORMANCE OPPORTUNITIES FOR HIGHLY-SKILLED STUDENTS IN THE GREATER GRAND RAPIDS AREA. THE YOUTH SYMPHONY ENSEMBLES MEET WEEKLY AND PRESENT THREE CONCERTS ANNUALLY. CURRENTLY, MORE THAN 150 STUDENTS PARTICIPATE IN THE PROGRAM. STUDENTS ARE CHOSEN THROUGH AN AUDITION PROCESS.GRAND RAPIDS SYMPHONY YOUTH CHORUSES (AGES 6-18): STARTED TO MEET THE SYMPHONY'S NEED FOR A HIGHLY-SKILLED YOUTH VOCAL ENSEMBLE, THE YOUTH CHORUS PROGRAM HAS BEEN A SUCCESS FROM ITS FIRST DAY. HAVING NOW GARNERED A REPUTATION FOR DELIVERING PROFESSIONAL-QUALITY SINGING IN A VARIETY OF SYMPHONY CONCERTS AND EVENTS, THE YOUTH CHORUS PROGRAMS CONTINUE TO GROW, OFFERING THREE LEVELS OF SINGING EXPERIENCES, SERVING MORE THAN 150 STUDENTS. SIDE BY SIDE CONCERTS (AGES 14-18): SELECT HIGH SCHOOL ORCHESTRAS ARE CHOSEN TO PARTICIPATE IN A LIMITED QUANTITY, ONCE-IN-A-LIFETIME OPPORTUNITY TO PERFORM RIGHT ALONGSIDE THE SYMPHONY MUSICIANS ON A CONCERT IN THEIR SCHOOL. THE SIDE BY SIDE CONCERTS ENABLE STUDENTS TO MEET OUR MUSICIANS, TALK WITH THEM, LEARN SOME "TIPS OF THE TRADE," AND PLAY THE SAME REPERTOIRE THAT THE PROFESSIONALS PLAY. THESE CONCERTS HAVE BECOME AN OUTSTANDING OPPORTUNITY TO SUPPORT OUR TEACHER COLLEAGUES IN THE FIELD WHO WORK DAY IN AND DAY OUT TO PROVIDE QUALITY MUSIC EDUCATION FOR THEIR STUDENTS. STUDENT PASSPORT (AGES 11-ADULT): THE STUDENT PASSPORT PROGRAM PROVIDES REDUCED-PRICED TICKETS TO STUDENTS FROM MIDDLE SCHOOL THROUGH COLLEGE TO ATTEND REGULAR SYMPHONY CONCERTS. THIS PROGRAM CONTINUES TO GROW EACH YEAR WITH AVERAGE STUDENT ATTENDANCE HOVERING AROUND 200 STUDENTS PER CONCERT, PER EVENING. ANNUALLY, MORE THAN 4,000 ATTENDEES PARTICIPATE.ACCESS TO MUSIC CONCERTS (ALL AGES): THE SYMPHONY IS COMMITTED TO ENSURING THAT EVERY SEGMENT OF OUR COMMUNITY HAS ACCESS TO THE AMAZING MUSIC WE HAVE TO OFFER. EACH YEAR NEARLY 1,000 GUESTS WITH PHYSICAL AND ECONOMIC LIMITATIONS ARE PROVIDED WITH A SPECIAL CONCERT THAT ENABLES EVERYONE TO FEEL WELCOME AND A PART OF THE SYMPHONY FAMILY. THE ACCESS TO MUSIC CONCERTS ARE FURTHER MADE POSSIBLE BY THE MORE THAN 100 VOLUNTEERS ON HAND TO ASSIST GUESTS WITH ARRIVAL AND SEATING FOR THE CONCERT.MUSIC FOR HEALTH INITIATIVE (ADULTS): THIS NEW ADDITION TO THE SYMPHONY'S PROGRAMS BEGAN AS A CONVERSATION BETWEEN SPECTRUM HEALTH HEALTHCARE PROFESSIONALS AND THE SYMPHONY TO ADDRESS A NEED TO ENHANCE THE THERAPEUTIC MUSIC INTERVENTIONS PROVIDED FOR THEIR PATIENTS IN THE NEURO-REHABILITATION PROGRAMS. THERAPY SESSIONS ARE GUIDED BY THE ON-STAFF MUSIC THERAPIST AND SYMPHONY DUOS ARE INCORPORATED INTO THE SESSIONS. THIS PROGRAM IS CURRENTLY SERVING APPROXIMATELY 100 PATIENTS, WITH PROGRAM GROWTH GOALS TO BEGIN SIMILAR PROGRAMS IN OTHER HEALTH CARE FACILITIES IN THE GRAND RAPIDS COMMUNITY.UP BEAT (ADULTS): TICKET HOLDERS FOR CLASSICAL SERIES CONCERTS ARE ELIGIBLE TO ATTEND THESE SPECIAL MULTI-MEDIA PRESENTATIONS THAT GO WELL BEYOND THE PROGRAM NOTES. PRESENTATIONS INCLUDE CONVERSATIONS WITH CONDUCTORS AND GUEST ARTISTS, AS WELL AS COMPOSERS AND OTHERS. EACH EVENING, MORE THAN 200 GUESTS HAVE COME TO MAKE THIS THEIR FIRST STOP IN THEIR CONCERT EXPERIENCE-THIS REPRESENTS ABOUT 4,000 GUESTS ANNUALLY. JOHN P. VARINEAU OUTSTANDING MUSIC EDUCATOR AWARD: WITH THE JOHN P. VARINEAU OUTSTANDING MUSIC EDUCATOR AWARD, THE SYMPHONY TAKES A FULL YEAR TO SAY THANK YOU TO THE DEDICATED INDIVIDUALS WHO HAVE FOCUSED THEIR CAREERS ON PROVIDING EXCEPTIONAL LEARNING OPPORTUNITIES AND CREATIVE SKILL DEVELOPMENT TO THE STUDENTS IN OUR COMMUNITY. EACH RECIPIENT RECEIVES A CASH AWARD TO SUPPORT THEIR PROGRAM IN WHATEVER MANNER THEY SEE FIT, A SEASON OF COMPLIMENTARY TICKETS TO THE GRAND RAPIDS SYMPHONY, AND SPECIALIZED ACTIVITIES FOR THE RECIPIENT'S STUDENTS TO INTERACT WITH THE SYMPHONY MUSICIANS. 7035307 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 40 0 1 270 1 1 1 0 0 0 0 1 1 0 0 0 0 X 42 41 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MI X CHRISTINE MULKA 6164549451 300 OTTAWA AVENUE NW SUITE 100 GRAND RAPIDS MI 49503 SARA ARMBRUSTER DIRECTOR 2.00 X 0 0 0 GEORGE BAYARD DIRECTOR 2.00 X 0 0 0 KARL BETZ DIRECTOR 2.00 X 0 0 0 PEG BREON DIRECTOR 2.00 X 0 0 0 RONA CASWELL TREASURER 2.00 X X 0 0 0 JIM DUNLAP DIRECTOR 2.00 X 0 0 0 DAVID EISLER DIRECTOR 2.00 X 0 0 0 MIKE ELLIS VICE CHAIRPERSON 2.00 X X 0 0 0 JEANNE ENGLEHART DIRECTOR 2.00 X 0 0 0 ROBERT FAIRMAN DIRECTOR 2.00 X 0 0 0 GENE FORD DIRECTOR 2.00 X 0 0 0 CHUCK FRAYER DIRECTOR 2.00 X 0 0 0 LARRY GERBENS DIRECTOR 2.00 X 0 0 0 MARICA HAAS DIRECTOR 2.00 X 0 0 0 LYNN HEMPE DIRECTOR 2.00 X 0 0 0 CHRIS HUFNAGEL DIRECTOR 2.00 X 0 0 0 DOTTIE JOHNSON VICE CHAIRPERSON 2.00 X X 0 0 0 LARRY KLOTH FORMER DIRECTOR 2.00 X 0 0 0 PETER KOK DIRECTOR 2.00 X 0 0 0 HERB LANTINGA DIRECTOR 2.00 X 0 0 0 TIM LIANG DIRECTOR 2.00 X 0 0 0 LORISSA K MACALLISTER DIRECTOR 2.00 X 0 0 0 LARRY MURPHY FORMER DIRECTOR 2.00 X 0 0 0 ISAAC NORRIS FORMER DIRECTOR 2.00 X 0 0 0 TIM O'DONOVAN VICE CHAIRPERSON 2.00 X X 0 0 0 JUAN OLIVAREZ DIRECTOR 2.00 X 0 0 0 GINA PAUL DIRECTOR 2.00 X 0 0 0 JERRY PEARSON DIRECTOR 2.00 X 0 0 0 PETER PEREZ CHAIRPERSON 2.00 X X 0 0 0 KATHLEEN PONITZ DIRECTOR 2.00 X 0 0 0 JOHN PORTERFIELD DIRECTOR 2.00 X 0 0 0 CLIFTON RHODES DIRECTOR 2.00 X 0 0 0 LARRY ROBSON VICE CHAIRPERSON 2.00 X X 0 0 0 MARVIN SAPP DIRECTOR 2.00 X 0 0 0 ELLEN SATTERLEE FORMER DIRECTOR 2.00 X 0 0 0 JOHN SCHNEIDER DIRECTOR 2.00 X 0 0 0 GIL SEGOVIA FORMER DIRECTOR 2.00 X 0 0 0 ART SHANNON DIRECTOR 2.00 X 0 0 0 KEVIN SPLAINE DIRECTOR 2.00 X 0 0 0 DAVE STAPLES DIRECTOR 2.00 X 0 0 0 KAREN HENRY STOKES SECRETARY 2.00 X X 0 0 0 MARY TUUK DIRECTOR 2.00 X 0 0 0 STU VANDER HEIDE DIRECTOR 2.00 X 0 0 0 BILL WALKER FORMER DIRECTOR 2.00 X 0 0 0 WENDY WASSINK DIRECTOR 2.00 X 0 0 0 STEVE WATERBURY DIRECTOR 2.00 X 0 0 0 DAVE WEISKITTEL FORMER TREASURER 2.00 X X 0 0 0 SEAN WELSH FORMER DIRECTOR 2.00 X 0 0 0 KATE PEW WOLTERS CHAIRPERSON ELECT 2.00 X X 0 0 0 PETER KJOME PRESIDENT AND CEO 34.00 6.00 X X 129566 0 9599 SHARI DICK FORMER VICE PRESIDENT FOR FINANCE 36.00 4.00 X 72627 0 17995 CHRISTINE MULKA INTERIM VICE PRESIDENT FOR FINANCE 36.80 3.20 X 0 0 0 DAVID LOCKINGTON MUSIC DIRECTOR 40.00 X 185379 0 20848 387572 0 48442 2 0 1 0 HOLLAND LITHO SERVICE 10972 CHICAGO DRIVE ZEELAND MI 49464 PRINTING 158531 1 738293 656000 5743261 86973 7137554 DIRECT CONCERT REVENUE 711130 2831359 2831359 PROGRAM ADVERTISING REVENUE 541800 240691 240691 3072050 6247 6247 500 0 500 500 500 80819 738293 192418 -111599 12072 -123671 32190 10272 21918 21918 4847 0 4847 4847 MISCELLANEOUS 900099 20522 20522 20522 10152039 2856728 252763 -95006 17952 17952 14356 14356 478126 217106 156520 104500 3872059 3181829 488534 201696 829136 663244 134074 31818 498899 383596 86380 28923 51173 51173 22169 22169 15073 15073 727499 727499 642383 642383 139135 25455 40502 73178 39597 6315 18944 14338 40448 40448 95890 21309 49721 24860 71958 64835 7123 23002 4873 17739 390 110004 108283 1721 44184 20291 23893 25211 8762 16449 CONCERT PROGRAMMING 853297 853297 RECORDING/BROADCASTING/ 141212 141212 DONOR RELATIONS 113597 113597 BAD DEBTS 40723 40723 545 545 8907628 7035307 1255104 617217 397908 958556 5212534 6548312 805440 24934 2264 4012 79057 73382 663122 586903 85980 76219 321343 341406 6904526 8026821 2159724 1999673 1056458 1073428 615418 626064 3831600 3699165 X -2413254 -1679570 5375573 5886300 110607 120926 3072926 4327656 6904526 8026821 1244411 10319 0 X X 0 1 X 1 0 X 8456915 4222134 6171288 4456453 7137554 30444344 2942748 2905746 3110055 2825934 2836206 14620689 11399663 7127880 9281343 7282387 9973760 45065033 5939355 2040580 3586975 609280 3353326 15529516 0 5939355 2040580 3586975 609280 3353326 15529516 29535517 122 72 21861 26317 6247 54619 122 72 21861 26317 6247 54619 13844 11133 24977 11152 66300 196055 133531 407038 11410937 7127952 9383348 7504759 10124671 45551667 0.64840 0.68570 0.00120 0.00120 X SECTION B, LINE 12: OTHER INCOME INCLUDES SPECIAL EVENTS, GAMING ACTIVITIES AND SALE OF INVENTORY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 110607 10319 120926 106682 3925 110607 118393 -11711 106682 98255 20138 118393 96099 982 1174 98255 1.00000 1 0 210997 193007 17990 217620 193190 24430 234505 200706 33799 76219 SPLIT INTEREST OBLIGATIONS 26064 LINE OF CREDIT 600000 626064 X 10202464 10319 40106 50425 10152039 0 10152039 8947734 40106 40106 8907628 0 8907628 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THE SOCIETY TO BE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TAX POSITIONS TAKEN ARE ASSESSED FOR UNCERTAINTY AND A PROVISION MAY BE RECORDED IF A TAX POSITION IS NOT LIKELY TO BE SUSTAINED UPON EXAMINATION. IN ADDITION, THE ENTITY QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND IS CLASSIFIED AS AN ORGANIZATION THAT IS A PUBLIC CHARITY UNDER SECTION 509(A)(2). WITH LIMITED EXCEPTIONS, THE SOCIETY IS NO LONGER SUBJECT TO TAX AUDITS BY FEDERAL AUTHORITIES FOR YEARS PRIOR TO 2010. PART V, LINE 4 THE INTENDED USE OF ENDOWMENT FUNDS IS TO PROVIDE FUTURE GRANTS TO SPECIFIC PROGRAMS. X X X X X X X 1 JMILITO & ASSOCIATES INC 1133 MAPLEGROVE DR GRAND RAPIDS MI 49504 TELEMARKETING 0 71059 9212 61847 PARRISH CONSULTING 233 E FULTON ST STE 101F GRAND RAPIDS MI 49503 FUNDRAISING CONSULTING 0 0 5861 0 71059 15073 61847 MI CELEBRATION OF SOUL 83443 66582 16861 1756 18559 14626 10666 BRAVO 58732 43112 15620 46782 25751 14314 16 676937 628599 48338 3476 10065 39 46384 819112 738293 80819 5232 75406 40416 71364 192418 -111599 32190 1000 8083 1189 0 32190 1000 8083 1189 10272 21918 MI 1 0 1 0 1.00000 CHRISTINE MULKA 300 OTTAWA AVE NW STE 100 GRAND RAPIDS MI 49503 0 0 1 MUSIC SCHOLARSHIP 8 7920 ORIGINAL COST OF SUPPLIES AND FAIR VALUE OF EQUIPMENT RENTAL AND INSTRUCTION INSTRUCTION, INSTRUMENT RENTAL, MUSIC AND SUPPLIES STUDENT COACHING 36 3025 ORIGINAL COST OF SUPPLIES AND FAIR VALUE OF INSTRUCTION COACHING, MUSIC AND SUPPLIES YOUTH SYMPHONY MERIT AWARDS 22 1300 YOUTH SYMPHONY COMPETITION AWARDS 8 2075 3632 ORIGINAL COST OF SUPPLIES AND FAIR VALUE OF INSTRUCTION LESSONS, MUSIC AND SUPPLIES SCHEDULE I, PART III, COLUMN (B) THE SYMPHONY IDENTIFIES MOSAIC SCHOLARSHIP RECIPIENTS THROUGH A RIGOROUS APPLICATION PROCESS. THE SYMPHONY PROVIDES THE FOLLOWING FOR EACH RECIPIENT: 1. INSTRUMENT RENTAL FEES, 2. 24 1/2-HOUR MUSIC LESSONS ON THEIR INSTRUMENT, 3. COACHING AND MENTORING ADVISORY ASSISTANCE, 4. SHEET MUSIC AND OTHER SUPPLIES, 5. A RECITAL AT THE END OF THE YEAR. SCHEDULE I, PART I, LINE 2 THE SYMPHONY ENGAGES AND DIRECTLY PAYS THE MUSICIAN-INSTRUCTORS AND ACCOMPANISTS FOR THEIR SERVICES. THE MUSICIAN-INSTRUCTORS COMPLETE LESSON PLANS AND ASSESSMENTS FOR EACH STUDENT, WHICH ARE SUBMITTED TO THE DIRECTOR OF EDUCATION FOR REVIEW. FOR EACH CHECK RUN AFTER EACH LESSON PROVIDED,THE MUSICIAN-INSTRUCTOR SUBMITS A REQUEST FOR PAYMENT. ANNUALLY, THE STUDENTS AND THE MUSICIAN-INSTRUCTORS PROVIDE PROGRAM EVALUATIONS TO THE DIRECTOR OF EDUCATION, ATTEND A GALA EVENT HONORING THE STUDENTS AND SHOWCASING THE PROGRAM, AND PARTICIPATE IN AND ATTEND THE ANNUAL RECITAL. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DAVID LOCKINGTON MUSIC DIRECTOR 185379 0 0 0 0 0 0 0 20848 0 206227 0 0 0 X 4 15600 FAIR VALUE X PARKING 1 71373 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE VP OF FINANCE, AND THE EXECUTIVE AND AUDIT COMMITTEES PRIOR TO THE RETURN BEING SIGNED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF MUST SIGN THE WRITTEN CONFLICT OF INTEREST POLICY ANNUALLY AND REPORT ANY CONFLICTS OR INTEREST ON THE FORM. POLICY IS MONITORED BY EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS SET BY THE EXECUTIVE COMMITTEE. THEIR DECISION IS BASED ON NATIONAL INDUSTRY COMPARISONS AND LOCAL INDUSTRY KNOWLEDGE COMPENSATION IS REVIEWED, AT MINIMUM, ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT WITH FINANCIAL DATA IS AVAILABLE ON THE WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST WITHIN CORPORATE OFFICE. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE HAS THE RESPONSIBILITY OF THE OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF INDEPENDENT AUDITORS. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT FUND 300 OTTAWA AVE NW GRAND RAPIDS MI 49503 382243585 TO PROVIDE SUPPLEMENTAL SUPPORT OF GRAND RAPIDS SYMPHONY OPERATIONS MI 501(C)(3) 170(B)(2) (A)(VI) GRAND RAPIDS SYMPHONY SOCIETY 1 0 1 1 0 1 0 0 0 0 0 0 1 1 1 1 0 1 0 0 GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT C 656000 ACTUAL AMOUNT OF GRANT RECEIVED GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT O 186907 WAGE ALLOCATIONS GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT N 104800 OVERHEAD ALLOCATION GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT E 625000 FUNDS ADVANCED GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT B 15025 ACTUAL AMOUNT OF CONTRIBUTION PAI