2014-05-22T12:48:25-05:00 2013-08-31 381337372 BEENE GARTER LLP 56 GRANDVILLE AVE SW SUITE 100 GRAND RAPIDS MI 495034036 990 2012-09-01 386005447 GRAND RAPIDS SYMPHONY SOCIETY GRAN 6164549451 300 OTTAWA AVE NW STE 100 GRAND RAPIDS MI 49503 PETER KJOME 6164549451 2014-05-21 1 MARGARET W BISHOP CPA P00295096 6162355200 2012 2015-11-30 17:44:51Z PETER KJOME 300 OTTAWA AVE NW STE 100 GRAND RAPIDS MI 49503 7685741 0 X WWW.GRSYMPHONY.ORG X 1930 MI TO BRING THE ENJOYMENT AND REWARDS OF GREAT MUSIC TO CITIZENS OF THE GRAND RAPIDS AREA AND THE STATE OF MICHIGAN. 55 54 267 450 180982 0 6171288 4456453 3254909 2925074 21861 26317 -59151 133028 9388907 7540872 0 12810 0 0 5624345 5701187 15731 18675 486638 3168114 3193358 8808190 8926030 580717 -1385158 7382186 6904526 2928027 3831600 4454159 3072926 TO BRING THE ENJOYMENT AND REWARDS OF GREAT MUSIC TO CITIZENS OF THE GRAND RAPIDS AREA AND THE STATE OF MICHIGAN. 0 0 7072967 12810 2801414 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. 7072967 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 44 0 1 267 1 1 1 0 0 0 0 1 1 0 0 0 0 X 55 54 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MI X X SHARI DICK 6164549451 300 OTTAWA AVENUE NW SUITE 100 GRAND RAPIDS MI 49503 STEPHEN C WATERBURY 2.00 X X 0 0 0 DAVID WEISKITTEL 2.00 X X 0 0 0 KAREN HENRY STOKES 2.00 X X 0 0 0 PEG BREON 2.00 X 0 0 0 JERRY BROERSMA 2.00 X 0 0 0 RUTH BYLSMA 2.00 X 0 0 0 LORI CURLEY 2.00 X 0 0 0 BRETT DEVRIES 2.00 X 0 0 0 JIM DUNLAP 2.00 X 0 0 0 DAVID EISLER 2.00 X 0 0 0 MIKE ELLIS 2.00 X 0 0 0 JEANNE ENGLEHART 2.00 X 0 0 0 BOB FAIRMAN 2.00 X 0 0 0 GENE FORD 2.00 X 0 0 0 CHUCK FRAYER 2.00 X 0 0 0 LARRY GERBENS 2.00 X 0 0 0 MARCIA HAAS 2.00 X 0 0 0 LYNN HEMPE 2.00 X 0 0 0 CHRIS HUFNAGEL 2.00 X 0 0 0 DOTTIE JOHNSON 2.00 X 0 0 0 LYNN KERBER 2.00 X 0 0 0 LARRY KLOTH 2.00 X 0 0 0 PETER KOK 2.00 X 0 0 0 HERB LANTINGA 2.00 X 0 0 0 STEPHANIE LEONARDOS 2.00 X 0 0 0 TIM LIANG 2.00 X 0 0 0 LORISSA MACALLISTER 2.00 X 0 0 0 CHRISTOPHER MARTIN 2.00 X 0 0 0 LARRY MURPHY 2.00 X 0 0 0 ISSAC NORRIS 2.00 X 0 0 0 TIM O'DONOVAN 2.00 X X 0 0 0 JUAN OLIVAREZ 2.00 X 0 0 0 GINA PAUL 2.00 X 0 0 0 JERRY PEARSON 2.00 X 0 0 0 PETER PEREZ 2.00 X X 0 0 0 NEAL PLANTINGA 2.00 X 0 0 0 KATHLEEN PONITZ 2.00 X 0 0 0 JOHN PORTERFIELD 2.00 X 0 0 0 CLIFTON RHODES 2.00 X 0 0 0 LARRY ROBSON 2.00 X X 0 0 0 MARVIN SAPP 2.00 X 0 0 0 ELLEN SATTERLEE 2.00 X 0 0 0 JOHN SCHNEIDER 2.00 X 0 0 0 GIL SEGOVIA 2.00 X 0 0 0 ART SHANNON 2.00 X 0 0 0 KEVIN SPLAINE 2.00 X 0 0 0 DAVE STAPLES 2.00 X 0 0 0 RIK STEVENSON 2.00 X 0 0 0 SARA ARMBRUSTER 2.00 X 0 0 0 DEBBY SUTTNER 2.00 X 0 0 0 JEFF TIGGLEMAN 2.00 X 0 0 0 MARY TUUK 2.00 X 0 0 0 STU VANDER HEIDE 2.00 X X 0 0 0 BILL WALKER 2.00 X 0 0 0 KARL BETZ 2.00 X 0 0 0 WENDY WASSINK 2.00 X 0 0 0 GEROGE BAYARD 2.00 X 0 0 0 SKOT WELCH 2.00 X 0 0 0 SEAN WELSH 2.00 X 0 0 0 KATE PEW WOLTERS 2.00 X 0 0 0 PETER KJOME 34.00 6.00 X X 127930 0 9599 SHARI DICK 36.00 4.00 X 71690 0 18216 DAVID LOCKINGTON 40.00 X 177843 0 20848 377463 0 48663 2 0 1 0 HOLLAND LITHO SERVICE 10972 CHICAGO DRIVE ZEELAND MI 49464 PRINTING 193170 1 280904 714000 3461549 107523 4456453 DIRECT CONCERT REVENUE 711130 2744092 2744092 PROGRAM ADVERTISING RE 541800 180982 180982 2925074 26317 26317 117962 280904 84204 33758 33758 20771 1000 19771 19771 81842 59665 22177 22177 MISCELLANEOUS 900099 57322 57322 57322 7540872 2801414 180982 102023 12810 12810 441118 165502 206173 69443 3967093 3276628 474344 216121 804605 654827 109567 40211 488371 382785 77742 27844 68379 28075 40304 28653 28653 18675 18675 740817 734233 1246 5338 566750 549689 3523 13538 256263 168081 83014 5168 23549 108 23441 57615 57048 567 673122 538163 134959 168723 133584 30152 4987 22831 22831 36708 5400 31308 32750 21816 10934 FEDERAL TAX 2126 2126 OTHER CONCERT 205781 199914 5867 MISCELLANEOUS 125518 122426 3092 OTHER DONOR RELATIONS 82221 82221 101552 21878 79674 8926030 7072967 1366425 486638 460456 397908 5920992 5212534 468143 805440 36085 2264 74649 79057 650841 564861 108921 85980 312940 321343 7382186 6904526 1222426 2159724 1077344 1056458 628257 615418 2928027 3831600 X -1675322 -2413254 6022799 5375573 106682 110607 4454159 3072926 7382186 6904526 -1385158 3925 0 X X 0 1 X 1 0 X 3253373 8456915 4222134 6171288 4456453 26560163 2955043 2942748 2905746 3110055 2825934 14739526 6208416 11399663 7127880 9281343 7282387 41299689 574425 5939355 2040580 3586975 609280 12750615 0 574425 5939355 2040580 3586975 609280 12750615 28549074 1107 122 72 21861 26317 49479 1107 122 72 21861 26317 49479 13844 13844 11152 66300 196055 273507 6209523 11410937 7127952 9383348 7504759 41636519 0.68570 0.63570 0.00120 0.00090 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SECTION B, LINE 12: OTHER INCOME INCLUDES SPECIAL EVENTS, GAMING ACTIVITIES AND MISCELLANEOUS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106682 3925 110607 118393 -11711 106682 98255 20138 118393 96099 982 1174 98255 50113 53257 -7271 96099 1.00000 1 0 210997 172061 38936 209054 177413 31641 230790 215387 15403 85980 SPLIT INTEREST OBLIGATIONS 15418 LINE OF CREDIT 600000 615418 X 7678662 3925 73200 60665 137790 7540872 0 7540872 9059895 73200 60665 133865 8926030 0 8926030 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 59,665. COST OF GAMING ACTIVITY 1,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 59,665. COST OF GAMING ACTIVITY 1,000. PART V, LINE 4: THE INTENDED USE OF ENDOWMENT FUNDS IS TO PROVIDE FUTURE GRANTS TO SPECIFIC PROGRAMS. 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 2009. X X X X X X X 1 JMILITO & ASSOCIATES INC 1133 MAPLEGROVE DR GRAND RAPIDS MI 49504 TELEMARKETING 0 73118 14800 60842 PARRISH CONSULTING 233 E FULTON ST STE 101F GRAND RAPIDS MI 49503 FUNDRAISING CONSULTING 0 0 3875 0 73118 18675 60842 MI SYMPHONY WITH SOUL 101882 73355 28527 53085 BRAVO 261203 188066 73137 14928 2 35781 19483 16298 16191 398866 280904 117962 84204 84204 33758 20771 1000 1 1.00000 20771 1000 1000 19771 MI 1 0 1 0 1.00000 SHARI DICK 300 OTTAWA AVE NW STE 100 GRAND RAPIDS MI 49503 0 0 1 MUSIC SCHOLARSHIP 20 8256 4554 ORIGINAL COST OF SUPPLIES AND FAIR VALUE OF EQUIPMENT RENTAL SUPPLIES AND INSTRUMENT RENTAL 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 1, 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 X 0 0 0 0 0 0 0 0 0 DAVID LOCKINGTON 177843 0 0 0 0 0 0 0 20848 0 198691 0 0 0 X 7 39588 FAIR VALUE X PARKING 1 67935 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE VP OF FINANCE AND SIGNED BY THE PRESIDENT PRIOR TO FILING. 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 AND ON GUIDESTAR.ORG. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST WITHIN CORPORATE OFFICE. 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 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT C 714000 ACTUAL AMOUNT OF GRANT RECEIVED GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT O 89657 WAGE ALLOCATIONS