2013-04-15T11:56:33-05:00 2012-08-31 381337372 BEENE GARTER LLP 56 GRANDVILLE AVE SW SUITE 100 GRAND RAPIDS MI 495034036 990 2011-09-01 386005447 GRAND RAPIDS SYMPHONY SOCIETY GRAN 6164549451 300 OTTAWA AVENUE NW SUITE 100 GRAND RAPIDS MI 49503 PETER KJOME 6164549451 2013-04-13 1 MARGARET W BISHOP CPA P00295096 6162355200 2011 2016-03-07 17:11:31Z PETER KJOME 300 OTTAWA AVENUE NW SUITE 100 GRAND RAPIDS MI 49503 9550243 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. 52 51 267 450 180739 13844 4222134 6171288 2993064 3254909 72 21861 -15828 -59151 7199442 9388907 0 0 0 0 5646150 5624345 43668 15731 505622 2707046 3168114 8396864 8808190 -1197422 580717 6362966 7382186 2218998 2928027 4143968 4454159 TO BRING THE ENJOYMENT AND REWARDS OF GREAT MUSIC TO CITIZENS OF THE GRAND RAPIDS AREA AND THE STATE OF MICHIGAN. 0 0 7195791 3110055 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. 7195791 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 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 1 44 0 1 267 1 1 1 0 0 0 0 1 1 0 0 0 0 X 52 51 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MI 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 SARA ARMBRUSTER 2.00 X 0 0 0 KARL BETZ 2.00 X 0 0 0 RICK 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 JIM DUNLAP 2.00 X 0 0 0 DR DAVID L EISLER 2.00 X 0 0 0 MICHAEL ELLIS 2.00 X 0 0 0 MADELINE ERICKSON 2.00 X 0 0 0 ROBERT P FAIRMAN 2.00 X 0 0 0 CHARLES 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 DOROTHY JONES 2.00 X 0 0 0 LYN KERBER 2.00 X 0 0 0 LAWRENCE G KLOTH 2.00 X 0 0 0 PETER KOK 2.00 X 0 0 0 STEPHANIE LEONARDOS 2.00 X 0 0 0 TIM LIANG 2.00 X 0 0 0 LORISSA K MACALLISTER 2.00 X 0 0 0 CINDY MOLNAR 2.00 X 0 0 0 LARRY MURPHY 2.00 X 0 0 0 ISAAC NORRIS 2.00 X 0 0 0 TIMOTHY J O'DONOVAN 2.00 X X 0 0 0 GINA PAUL 2.00 X 0 0 0 JERRY R PEARSON 2.00 X 0 0 0 PETER PEREZ 2.00 X X 0 0 0 SARAH PETERSON 2.00 X 0 0 0 DR CORNELIUS PLANTINGA JR 2.00 X 0 0 0 JOHN PORTERFIELD 2.00 X 0 0 0 CLIFTON RHODES 2.00 X 0 0 0 LARRY J ROBSON MD 2.00 X 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 DEBBY SUTTNER 2.00 X 0 0 0 DR RIK STEVENSON 2.00 X 0 0 0 KEN THEWES 2.00 X 0 0 0 MARGARET E THOMPSON MD 2.00 X 0 0 0 JEFF TIGGLEMAN 2.00 X 0 0 0 STUART VANDER HEIDE 2.00 X X 0 0 0 WILLIAM VITS 2.00 X 0 0 0 WILLIAM WALKER 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 40.00 X X 124776 0 7650 SHARI DICK 40.00 X 24463 0 4530 DANIEL JONKMAN 40.00 X 43978 0 11266 DAVID LOCKINGTON 40.00 X 178492 0 15369 371709 0 38815 2 0 1 0 HOLLAND LITHO SERVICE 10972 CHICAGO DRIVE ZEELAND MI 49464 PRINTING 162448 1 105476 577000 15000 5473812 66219 6171288 DIRECT CONCERT REVENUE 711130 3074170 3074170 PROGRAM ADVERTISING RE 541800 180739 180739 3254909 21861 21861 66300 105476 161336 -95036 -95036 MISCELLANEOUS 900099 35885 35885 35885 9388907 3110055 180739 -73175 422395 210161 185019 27215 3989278 3271374 447694 270210 721606 585789 91326 44491 491066 393924 71090 26052 69043 62661 1722 4660 21692 21692 15731 15731 759218 740239 7592 11387 526538 516007 10531 305000 238671 52290 14039 33802 26643 7159 50223 50223 646048 539934 106114 209455 180132 12567 16756 22866 22866 46328 46328 25576 21740 3836 OTHER CONCERT 250856 240858 9998 MISCELLANEOUS 120040 120040 OTHER DONOR RELATIONS 57391 57391 OTHER RECORDING 24038 24038 8808190 7195791 1106777 505622 680852 460456 4943369 5920992 468143 36667 36085 247869 74649 687285 578364 140322 108921 313887 312940 6362966 7382186 496766 1222426 1114021 1077344 600000 8211 628257 2218998 2928027 X -1185894 -1675322 5225510 6022799 104352 106682 4143968 4454159 6362966 7382186 X 580717 -270526 X X 0 1 1 X 0 X 3926235 3253373 8456915 4222134 6171288 26029945 2980239 2955043 2942748 2905746 3110055 14893831 6906474 6208416 11399663 7127880 9281343 40923776 2683655 574425 5939355 2040580 3586975 14824990 0 2683655 574425 5939355 2040580 3586975 14824990 26098786 15145 1107 122 72 21861 38307 15145 1107 122 72 21861 38307 13844 13844 11152 66300 77452 6921619 6209523 11410937 7127952 9383348 41053379 0.63570 0.95200 0.00090 0.00120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118393 -11711 106682 98255 20138 118393 96099 982 1174 98255 50113 53257 -7271 96099 1.00000 1 0 210997 156438 54559 245499 210282 35217 230789 211644 19145 108921 SPLIT INTEREST OBLIGATIONS 28257 LINE OF CREDIT 600000 628257 9388907 8808190 580717 -11711 -258815 -270526 310191 9426065 -11711 48869 37158 9388907 0 9388907 8857059 48869 48869 8808190 0 8808190 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 2008. X X X X X X X 1 JMILITO & ASSOCIATES INC 1133 MAPLEGROVE DR GRAND RAPIDS MI 49504 TELEMARKETING 0 46516 10331 36185 PARRISH CONSULTING 233 E FULTON ST STE 101F GRAND RAPIDS MI 49503 FUNDRAISING CONSULTING 0 0 5400 0 46516 15731 36185 MI SYMPHONY WITH SOUL 91685 59545 32140 19229 9489 BRAVO 46971 38940 8031 49437 43011 3 33120 6991 26129 6881 33289 171776 105476 66300 75547 85789 161336 -95036 X X X 0 0 0 0 0 0 0 0 0 DAVID LOCKINGTON 178492 0 0 0 0 0 0 0 15369 0 193861 0 0 0 X PARKING 1 66219 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. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST WITHIN CORPORATE OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -11,711. PRIOR PERIOD ADJUSTMENTS: -258,815. TOTAL TO FORM 990, PART XI, LINE 5: -270,526. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE HAS THE REPONSIBILITY 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 1 0 1 1 0 1 0 0 GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT C 577000 ACTUAL AMOUNT OF GRANT RECEIVED