2012-07-12T13:01:25-05:00 2011-08-31 HUNGERFORD ALDRIN NICHOLS & CARTER PC 2910 LUCERNE DRIVE SE GRAND RAPIDS MI 49546 990 2010-09-01 386005447 GRAND RAPIDS SYMPHONY SOCIETY GRAN 6164549451 300 OTTAWA AVENUE NW SUITE 100 GRAND RAPIDS MI 49503 PETER KJOME 6164549451 2012-04-19 1 RICHARD L CHRISMAN CPA 6169493200 2010 2016-02-24 21:20:13Z PETER KJOME 300 OTTAWA AVENUE NW SUITE 100 GRAND RAPIDS MI 49503 7316291 0 X N/A X 1930 MI TO BRING THE ENJOYMENT AND REWARDS OF GREAT MUSIC TO CITIZENS OF THE GRAND RAPIDS AREA AND THE STATE OF MICHIGAN. 51 50 258 600 87318 0 8456915 4222134 2942748 2993064 122 72 27226 -15828 11427011 7199442 0 0 0 0 5551046 5646150 25902 43668 480720 2637133 2707046 8214081 8396864 3212930 -1197422 7251707 6362966 1930454 2218998 5321253 4143968 TO BRING THE ENJOYMENT AND REWARDS OF GREAT MUSIC TO CITIZENS OF THE GRAND RAPIDS AREA AND THE STATE OF MICHIGAN. 0 0 7247317 2906329 SYMPHONY CONCERTS 7247317 1 1 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 0 0 0 0 0 1 0 0 0 0 1 28 0 1 258 1 1 1 0 0 0 0 1 1 0 0 0 0 X 51 50 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 AVE NW SUITE 100 GRAND RAPIDS MI 49503 CHARLES FRAYER 2.00 X 0 0 0 CHRISTINE GOLDEN 2.00 X 0 0 0 CINDY MOLNAR 2.00 X 0 0 0 CLIFTON RHODES 2.00 X 0 0 0 CORNELIUS PLANTINGA JR 2.00 X 0 0 0 DAVID EISLER 2.00 X 0 0 0 DAVID WEISKITTEL 2.00 X X 0 0 0 DOROTHY JONES 2.00 X 0 0 0 ELLEN SATTERLEE 2.00 X 0 0 0 GIL SEGOVIA 2.00 X 0 0 0 GINA PAUL 2.00 X 0 0 0 ISAAC NORRIS 2.00 X 0 0 0 JEFF TIGGLEMAN 2.00 X 0 0 0 JERRY BROERSMA 2.00 X 0 0 0 JERRY PEARSON 2.00 X 0 0 0 JIM DUNLAP 2.00 X 0 0 0 JOHN PORTERFIELD 2.00 X 0 0 0 JOHN SCHNEIDER 2.00 X 0 0 0 KAREN STOKES 2.00 X X 0 0 0 KARL BETZ 2.00 X 0 0 0 KATE PEW WALTERS 2.00 X 0 0 0 KEN THEWES 2.00 X 0 0 0 LARRY MURPHY 2.00 X 0 0 0 LARRY ROBSON 2.00 X X 0 0 0 LAWRENCE KLOTH 2.00 X 0 0 0 LERRY GERBENS 2.00 X 0 0 0 LORI CURLEY 2.00 X 0 0 0 LORISSA MACALLISTER 2.00 X 0 0 0 LYN KERBER 2.00 X 0 0 0 LYNN HEMPE 2.00 X 0 0 0 MADELINE ERICKSON 2.00 X 0 0 0 MARCIA HAAS 2.00 X 0 0 0 MICHAEL ELLIS 2.00 X 0 0 0 PEGGY THOMPSON 2.00 X 0 0 0 PETER KOK 2.00 X 0 0 0 PETER PEREZ 2.00 X 0 0 0 RICK BREON 2.00 X 0 0 0 RIK STEVENSON 2.00 X 0 0 0 ROBERT FAIRMAN 2.00 X 0 0 0 SARA ARMBRUSTER 2.00 X 0 0 0 SARAH PETERSON 2.00 X 0 0 0 SEAN WELSH 2.00 X 0 0 0 SKOT WELCH 2.00 X 0 0 0 STEPHANIE LEONARDOS 2.00 X 0 0 0 STEVE WATERBURY 2.00 X X 0 0 0 STUART VANDERHEIDE 2.00 X 0 0 0 TIMOTHY LIANG 2.00 X 0 0 0 TIMOTHY O'DONOVAN 2.00 X 0 0 0 WILLIAM VITS 2.00 X 0 0 0 WILLIAM WALKER 2.00 X 0 0 0 DAN JONKMAN 40.00 X 68196 0 5392 DAVID LOCKINGTON 40.00 X X 180189 0 5392 PETER KJOME 40.00 X X 132159 0 5392 380544 0 16176 2 0 1 0 AETNA 28588 NORTHWESTERN HIGHWAY SOUTHFIELD MI 48034 HEALTH INSURANCE 631925 HOLLAND LITHO SERVICE 10972 CHICAGO DRIVE ZEELAND MI 49464 PRINTING 178981 SPECTATOR MANAGEMENT GROUP 303 MONROE AVE NW GRAND RAPIDS MI 49503 HALL RENTAL 143978 DEEP CREEK HOLDINGS LLC 15 IONIA SW GRAND RAPIDS MI 49503 RENT 102135 4 192070 15000 4015064 4222134 DIRECT CONCERT REVENUE 711130 2905746 2905746 PROGRAM ADVERTISING RE 541800 87318 87318 2993064 72 72 96856 192070 113267 -16411 -16411 2534 3582 -1048 -1048 MISCELLANEOUS 900099 1631 1631 1631 7199442 2906329 87318 -16339 391899 196212 159862 35825 4060151 3716202 122692 221257 734421 648669 33214 52538 459679 408851 26128 24700 9255 9255 43668 43668 567048 552648 6000 8400 348674 342154 6520 507832 375939 65112 66781 32505 32505 37075 37075 495368 393501 101867 192031 178393 9225 4413 14459 14459 43903 43903 17668 10154 7514 OTHER CONCERT PRODUCTIO 327057 327057 RECORDING & BROADCASTIN 52640 52640 MISC 45865 1304 37091 7470 DONOR RELATIONS 9148 9148 INSTRUMENT MAINTENANCE 6518 6518 8396864 7247317 668827 480720 527281 680852 6024952 4943369 40506 36667 229244 247869 672557 532235 142347 140322 287377 313887 7251707 6362966 416232 496766 1155901 1114021 350000 600000 8321 8211 1930454 2218998 X -1033455 -1185894 6251338 5225510 103370 104352 5321253 4143968 7251707 6362966 X -1197422 20137 X X 0 1 1 X 0 X 3707067 3926235 3253373 8456915 4222134 23565724 3050768 2980239 2955043 2942748 2905746 14834544 6757835 6906474 6208416 11399663 7127880 38400268 105300 730667 128500 820500 1784967 0 105300 730667 128500 820500 1784967 36615301 30198 15145 1107 122 72 46644 30198 15145 1107 122 72 46644 3520 11152 14672 6791553 6921619 6209523 11410937 7127952 38461584 0.95200 0.95680 0.00120 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 98255 20138 118393 96099 982 1174 98255 50113 53257 -7271 96099 0.88000 0.12000 1 0 570860 432087 138773 101697 100148 1549 140322 SPLIT INTEREST OBLIGATIONS 8211 8211 7199442 8396864 -1197422 20137 20137 -1177285 7336426 20137 116846 136983 7199443 0 7199443 8513710 116846 116846 8396864 0 8396864 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE FUTURE GRANTS TO SPECIFIC PROGRAMS. THE ADJUSTMENTS ARE FOR SPECIAL EVENT EXPENSES AND COST OF GOODS SOLD THAT ARE INCLUDED IN PART VIII, STATEMENT OF REVENUES. PART XIV, LINE 2: THE ORGANIZATION EVALUATES TAX POSITIONS TAKEN ON ITS FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES WHICH REQUIRE THAT TAX POSITIONS TAKEN BE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO SIGNIFICANT UNRECOGNIZED TAX BENEFITS UNDER THAT CRITERIA. PENALTIES AND INTEREST, IF ANY, ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN OPERATING EXPENSES. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR THREE YEARS AFTER THEY WERE FILED. X X X X X X X 1 PARRISH CONSULTING 4290 CASCADE ROAD SE GRAND RAPIDS MI 49546 FUNDRAISING 0 412089 14600 397489 J MILITO & ASSOCIATES 1133 MAPLEGROVE DR GRAND RAPIDS MI 49504 FUNDRAISING 0 56567 8468 48099 JEROLD PANAS LINZY 500 N MICHIGAN CHICAGO MI 60611 FUNDRAISING 0 0 20600 -20600 468656 43668 424988 MI BRAVO 186326 127560 58766 34326 19208 SYMPHONY WITH SOUL 93900 59410 34490 25151 31428 2 8700 5100 3600 900 2254 288926 192070 96856 60377 52890 113267 -16411 X X X 0 0 0 0 0 0 0 0 0 DAVID LOCKINGTON 180189 0 0 0 0 0 0 0 5392 0 185581 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 OF INTEREST ON THE FORM. POLICY IS MONITORED BY ORGANIZATION. 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 ON, AT A MINIMUM, AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT WITH FINANCIAL DATA IS AVIALABLE ON 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 GAINS ON INVESTMENTS: 20,137. FORM 990 PART XI LINE 2C THE BOARD OF DIRECTORS APPROVES THE AUDITOR AND APPROVES THE AUDITED FINANCIAL STATEMENTS. THERE WAS NO CHANGE 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) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GRAND RAPIDS SYMPHONY ORCHESTRA ENDOWMENT C 613000 FAIR VALUE