2026-06-10T10:48:55-05:00 2025-07-31 946214841 ARMANINO ADVISORY LLC 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2024-08-01 756004761 FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION FORT 8176656500 330 EAST 4TH STREET 200 FORT WORTH TX 76102 JONATHAN CAMERON CPA, CFO 8176656500 2026-06-09 1 1 MATTHEW PETROSKI P00853132 9726611843 2026-06-08 2024 2025-03-06 01:10:19Z KEITH CERNY 330 EAST 4TH STREET 200 FORT WORTH TX 76102 12598419 0 X WWW.FWSYMPHONY.ORG X 1929 TX PERFORM GREAT SYMPHONIC MUSIC TO EDUCATE, ENTERTAIN, AND ENHANCE LIFE. 78 75 308 60 0 0 9916798 7900138 3538042 3743134 630528 737445 0 0 14085368 12380717 0 0 0 0 9430683 9991309 0 0 1267586 5410310 6117682 14840993 16108991 -755625 -3728274 39511874 37913229 4875648 5195350 34636226 32717879 X SEE SCHEDULE O-TO PERFORM GREAT SYMPHONIC MUSIC AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE TO EDUCATE, ENTERTAIN, AND ENHANCE CULTURAL LIFE.-TO PRESENT ENGAGING MUSIC EDUCATION PROGRAMS FOR YOUNG PEOPLE TO FOSTER EARLY INTEREST IN AND INSPIRE LIFELONG ENJOYMENT OF MUSIC. -TO ACHIEVE EVER-GREATER LEVELS OF ARTISTIC ACCOMPLISHMENT AND LEADERSHIP IN FORT WORTH AND ACROSS THE NATION. 0 0 9027995 3402797 ORCHESTRAL PRODUCTIONS- WE PERFORMED A 46-WEEK CONCERT SEASON FEATURING 79 UNIQUE ORCHESTRAL PRODUCTIONS, REACHING AN AUDIENCE OF 66,000 LOCALS AND TOURISTS. PERFORMANCES INCLUDED A SYMPHONIC SERIES, A POPS SERIES, SPECIAL EVENTS, AND FAMILY-FRIENDLY CONCERTS FEATURING AN ARRAY OF BOTH NATIONAL AND INTERNATIONAL GUEST ARTISTS AND CONDUCTORS. COMMUNITY MEMBERS OF ALL WALKS OF LIFE WERE BROUGHT TOGETHER BY OUR DIVERSE ARRAY OF PROGRAMMING, SERVING AS A REMINDER OF THE UNIFYING POWER OF MUSIC. 3339121 340337 EDUCATION CONCERTS - WE PERFORMED 21 EDUCATION CONCERTS ACROSS NORTH TEXAS, REACHING AN AUDIENCE OF 14,500 STUDENTS AND FAMILIES. SCHOOL DISTRICTS ENGAGED INCLUDE FORT WORTH ISD, WEATHERFORD ISD, BIRDVILLE ISD, H-E-B ISD, NORTHWEST ISD, ARLINGTON ISD, FRISCO ISD, AND KELLER ISD. PERFORMANCES PROVIDED STUDENTS WITH INTERACTIVE MUSICAL EXPERIENCES THAT FOSTER COMMUNITY CONNECTION AND ARTISTIC APPRECIATION. COMMUNITY CONCERTS AND EVENTS - WE PRODUCED 8 COMMUNITY PERFORMANCES AND EVENTS ACROSS TARRANT COUNTY THAT ENGAGED APPROXIMATELY 4,300 ADULTS AND CHILDREN, INCLUDING COMMUNITY MEMBERS FROM HISTORICALLY UNDER-REPRESENTED GROUPS. PROVIDING THE COMMUNITY WITH MEANINGFUL OUTREACH EVENTS HELPED TO UPLIFT, EDUCATE, AND (CONT. ON SCH. O) INSPIRE PEOPLE OF VARIOUS BACKGROUNDS WHILE ENRICHING THE COUNTY'S BROADER ARTS AND CULTURE SECTOR. 12367116 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 73 0 1 308 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 78 75 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 8176656500 330 EAST 4TH STREET SUITE 200 FORT WORTH TX 761024019 KEITH CERNY PRESIDENT & CEO 40.00 X X 318095 0 6277 MERCEDES T BASS CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 MARIANNE AULD CHAIRMAN OF THE EXECUTIVE COMMITTEE 1.00 X X 0 0 0 JOHN WELLS VICE CHAIR 1.00 X X 0 0 0 BOB KARL TREASURER 1.00 X X 0 0 0 CONNIE BECK SECRETARY 1.00 X X 0 0 0 GRANT ALLEN DIRECTOR 1.00 X 0 0 0 DR EDWIN AUGUSTAT DIRECTOR 1.00 X 0 0 0 SEMI ALI DIRECTOR 1.00 X 0 0 0 AMY ROACH BAILEY DIRECTOR 1.00 X 0 0 0 JOHN BELK MUSICIAN DIRECTOR 1.00 X 62288 0 8734 MICHAEL BENNETT DIRECTOR 1.00 X 0 0 0 ASHLI BLUMENFELD DIRECTOR (THRU 05/25) 1.00 X 0 0 0 ANNE MARIE BRATTON DIRECTOR 1.00 X 0 0 0 JOHN BROUDE DIRECTOR 1.00 X 0 0 0 J BROOKS DIRECTOR 1.00 X 0 0 0 KAREN BURCHFIELD DIRECTOR 1.00 X 0 0 0 ANNE CARVALHO DIRECTOR (THRU 02/25) 1.00 X 0 0 0 ERVIN CASH DIRECTOR 1.00 X 0 0 0 DR JOSEPH CECERE DIRECTOR 1.00 X 0 0 0 BRENDA CLINE DIRECTOR 1.00 X 0 0 0 CRAIG COLLINS DIRECTOR 1.00 X 0 0 0 DR MARY COSTAS DIRECTOR 1.00 X 0 0 0 BARBARA A COX DIRECTOR 1.00 X 0 0 0 DR BENGE DANIEL DIRECTOR 1.00 X 0 0 0 SALAM DAVID DIRECTOR 1.00 X 0 0 0 MITZI DAVIS DIRECTOR 1.00 X 0 0 0 DR TOM DEAS DIRECTOR 1.00 X 0 0 0 DR ASAD DEAN DIRECTOR (THRU 04/25) 1.00 X 0 0 0 DR JEFFREY G DETWEILER DIRECTOR 1.00 X 0 0 0 BRIAN DRAKE DIRECTOR 1.00 X 0 0 0 ALTHEA DUERSTEN DIRECTOR 1.00 X 0 0 0 WILLA DUNLEAVY DIRECTOR 1.00 X 0 0 0 BRANDON ELMS DIRECTOR 1.00 X 0 0 0 DR JENNIFER FREEMAN DIRECTOR 1.00 X 0 0 0 CHARLOTTE FRENCH DIRECTOR (THRU 06/25) 1.00 X 0 0 0 AUBREY GIDEON DIRECTOR 1.00 X 0 0 0 PAMELA GILCHRIST DIRECTOR 1.00 X 0 0 0 CHRISTOPHER GOFF DIRECTOR 1.00 X 0 0 0 GAIL ARONOFF GRANEK DIRECTOR 1.00 X 0 0 0 ERIC HAITZ DIRECTOR 1.00 X 0 0 0 LEE HALLMAN DIRECTOR 1.00 X 0 0 0 AARON HOWARD DIRECTOR 1.00 X 0 0 0 BONNIE JANZEN DIRECTOR 1.00 X 0 0 0 SHAUNA JENKINS DIRECTOR 1.00 X 0 0 0 KIM JOHNSON DIRECTOR 1.00 X 0 0 0 DEE J KELLY JR DIRECTOR 1.00 X 0 0 0 KELLY LANCARTE DIRECTOR 1.00 X 0 0 0 DR DEBRA KOPPELBERGER DIRECTOR 1.00 X 0 0 0 MOLLIE L LASATER DIRECTOR 1.00 X 0 0 0 NICO LEONE DIRECTOR 1.00 X 0 0 0 MARY HART LIPSCOMB DIRECTOR 1.00 X 0 0 0 MISTY LOCKE DIRECTOR (THRU 05/25) 1.00 X 0 0 0 QUYNH LU DIRECTOR 1.00 X 0 0 0 KATE LUMMIS NORRIS DIRECTOR 1.00 X 0 0 0 LOUELLA MARTIN DIRECTOR 1.00 X 0 0 0 PRISCILLA W MARTIN DIRECTOR 1.00 X 0 0 0 DR STUART D MCDONALD DIRECTOR 1.00 X 0 0 0 ELLEN MESSMAN DIRECTOR 1.00 X 0 0 0 SAMUEL E NAVARRO DIRECTOR 1.00 X 0 0 0 JUSTIN NEWTON DIRECTOR 1.00 X 0 0 0 FRASHER H PERGANDE DIRECTOR 1.00 X 0 0 0 DON C PLATTSMIER DIRECTOR 1.00 X 0 0 0 DANA PORTER DIRECTOR 1.00 X 0 0 0 DON REID DIRECTOR 1.00 X 0 0 0 JEAN ROACH DIRECTOR 1.00 X 0 0 0 ANITA ROBIDOU DIRECTOR 1.00 X 0 0 0 HENRY H ROBINSON DIRECTOR 1.00 X 0 0 0 LEONARD RYAN DIRECTOR 1.00 X 0 0 0 JUDE RYAN DIRECTOR (THRU 08/24) 1.00 X 0 0 0 ALANN BEDFORD SAMPSON DIRECTOR 1.00 X 0 0 0 JEFF SCHMELTEKOPF DIRECTOR 1.00 X 0 0 0 DR RUSS SCHULTZ DIRECTOR 1.00 X 0 0 0 DR DOLORES DARCY SETY DIRECTOR 1.00 X 0 0 0 ALLAN STEELE MUSICIAN DIRECTOR 1.00 X 84625 0 8734 CLARE STONESIFER DIRECTOR 1.00 X 0 0 0 REBECCA STUPFEL DIRECTOR 1.00 X 0 0 0 JONATHAN T SUDER DIRECTOR 1.00 X 0 0 0 CARLA KEMP THOMPSON DIRECTOR 1.00 X 0 0 0 DR AMY TULLY DIRECTOR 1.00 X 0 0 0 PAUL WEHBA DIRECTOR 1.00 X 0 0 0 DR JAMES WILLIAMS DIRECTOR 1.00 X 0 0 0 KRISTINE WILLIAMS DIRECTOR 1.00 X 0 0 0 JW WILSON DIRECTOR 1.00 X 0 0 0 JACQUE CARPENTER VP OF FINANCE AND HR 40.00 X 123385 0 515 ROBERT SPANO MUSIC DIRECTOR 40.00 X 317493 0 9248 CARRIE ELLEN ADAMIAN CHIEF MARKETING OFFICER 40.00 X 161760 0 6277 MEAGAN HEMENWAY VP OF DEVELOPMENT 40.00 X 130065 0 0 MICHAEL SHIH CONCERTMASTER 40.00 X 117666 0 8241 1315377 0 48026 6 0 1 0 UTP PRODUCTIONS 35 W BROADWAY SUITE 104 SALT LAKE CITY UT 84110 STAGEHANDS FOR PERFORMANCES 485834 J CULLEY IMAGING 7520 GLENSHANNON CIR DALLAS TX 75225 ADVERT MATERIAL DESIGN & PRINT 128119 CAPACITY INTERACTIVE CONSULTING LLC 82 NASSAU ST 60283 NEW YORK NY 10038 INTERNET ADVERTISING 123800 RA BYN TAYLOR 933 BONNIE BRAE AVE FT WORTH TX 76111 STAGE DESIGN & MICROPHONE RENT 119134 KARITA MATTILA 4851 CERROMAR DR NAPLES FL 34112 STAGE LIGHT DESIGNS 110000 7 961438 6938700 1126567 7900138 SINGLE TICKET SALES 711130 1919614 1919614 SUBSCRIPTION CONCERTS 711130 868074 868074 HANDLING, FACILITY, PA 711130 518322 518322 EDUCATIONAL CONCERTS 711130 340337 340337 ENGAGEMENT FEES 711130 96787 96787 3743134 737445 737445 217702 961438 217702 0 12380717 3743134 0 737445 875522 543433 332089 8712967 6587279 1269718 855970 325569 260775 42635 22159 54450 46132 2403 5915 22801 18706 3038 1057 2320 2320 89331 89331 126555 126555 66007 17856 2638 45513 591549 376868 214681 776030 537643 160783 77604 9908 9908 125367 125367 196552 29482 157242 9828 339388 234593 70856 33939 PRODUCTION EXPENSES 2845601 2845601 HALL RENTAL 733473 733473 DEVELOPMENT 215601 215601 16108991 12367116 2474289 1267586 82827 79927 5596281 3633043 6459 3834 676278 469767 1576591 1133899 495721 442692 30873752 30959005 1780556 2324961 39511874 37913229 894891 1057843 1319010 974447 2395000 2398000 266747 765060 4875648 5195350 X -2966221 -5956559 37602447 38674438 34636226 32717879 39511874 37913229 X -3728274 1714989 94938 X 0 1 X 1 0 X 12531042 7713439 8485766 9916798 7900138 46547183 12531042 7713439 8485766 9916798 7900138 46547183 12442123 34105060 531819 874060 720388 630528 737445 3494240 50041423 16794752 0.68150 0.62500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30876652 1502474 2325879 1391000 33314005 29391128 2900 3582624 2100000 30876652 28958009 2100 2093019 1662000 29391128 32708721 9851 -2230563 1530000 28958009 25202888 1706716 7040020 1240903 32708721 0.00000 0.81310 0.18690 0 0 23401 18513 4888 845776 615451 230325 707414 499935 207479 442692 BENEFICIAL INTEREST IN TRUST 1562973 RIGHT-OF-USE ASSET 761988 2324961 LEASE LIABILITIES 765060 765060 X 14126940 1714989 157789 1872778 12254162 126555 126555 12380717 16045287 62851 62851 15982436 126555 126555 16108991 PART V, LINE 4: THE ENDOWMENT PROVIDES FOR THE ORCHESTRA'S FUTURE BY BUILDING AN ENDOWMENT WHICH WILL SUPPLEMENT THE ORCHESTRA'S ANNUAL INCOME IN PERPETUITY. PART X, LINE 2: THE SYMPHONY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. THE SYMPHONY'S ESTIMATE OF THE POTENTIAL OUTCOME OF ANY UNCERTAIN TAX ISSUES IS SUBJECT TO MANAGEMENT'S ASSESSMENT OF RELEVANT RISKS, FACTS, AND CIRCUMSTANCES EXISTING AT THAT TIME. THE SYMPHONY USES A MORE LIKELY THAN NOT THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TO THE EXTENT THAT THE SYMPHONY'S ASSESSMENT OF SUCH TAX POSITION CHANGES, THE CHANGE IN ESTIMATE IS RECORDED IN THE PERIOD IN WHICH THE DETERMINATION IS MADE. THE SYMPHONY REPORTS TAX-RELATED INTEREST AND PENALTIES, IF APPLICABLE, AS A COMPONENT OF INCOME TAX EXPENSE, AS INCURRED. AS OF JULY 31, 2025 AND 2024, NO UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED BY MANAGEMENT AND, THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: BENEFICIAL INTEREST IN TRUST 94,938. SPECIAL EVENT EXPENSE 62,851. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 62,851. ANNUAL GALA 1131140 952595 178545 58121 25000 60805 22571 12048 OPENING NIGHT 48000 8843 39157 32267 6890 1179140 961438 217702 58121 25000 93072 22571 18938 217702 0 1 X X X X 0 0 0 0 0 0 0 1 0 ROBERT SPANO MUSIC DIRECTOR 317493 0 0 0 0 0 0 0 9248 0 326741 0 0 0 KEITH CERNY PRESIDENT & CEO 303095 0 15000 0 0 0 0 0 6277 0 324372 0 0 0 CARRIE ELLEN ADAMIAN CHIEF MARKETING OFFICER 161760 0 0 0 0 0 0 0 6277 0 168037 0 0 0 PART I, LINE 7 KEITH CERNY, PRESIDENT/CEO, RECEIVED A BONUS OF $15,000 IN THE 2024 CALENDER YEAR. X 2 1017846 PUBLIC TRADED EXCHANGE X GALA 5 58121 FAIR MARKET VALUE X AIRLINE MILES 1 50600 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): CONTRIBUTIONS REPORTED REPRESENT THE NUMBER OF CONTRIBUTIONS AND NOT THE NUMBER OF ITEMS RECEIVED FORM 990, PART VI, SECTION A, LINE 2 1) HENRY ROBINSON, DIRECTOR; DEE J. KELLY, JR, DIRECTOR; MARIANNE AULD, DIRECTOR - PARTNERS IN THE LAW FIRM OF KELLY, HART AND HALLMAN, ATTORNEYS 2) JEAN ROACH, DIRECTOR; AMY ROACH, DIRECTOR - FAMILY MEMBERS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY MANAGEMENT OF THE FWSO WITH THE ASSISTANCE FROM ITS INDEPENDENT TAX ADVISORS. THE TREASURER OF THE BOARD REVIEWS THE DRAFT FORM 990 FOR ACCURACY AND APPROVES THE RETURN FOR FILING. A COMPLETED COPY IS PROVIDED TO THE BOARD MEMBERS AFTER FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS RECEIVE CONFLICT OF INTEREST FORMS TO BE SIGNED AND SUBMITTED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRMAN OF THE BOARD REVIEWS THE PERFORMANCE AND COMPENSATION FOR THE PRESIDENT AND CEO ANNUALLY USING COMPARABLE DATA FROM OTHER INDEPENDENT PERFORMING ARTS INSTITUTIONS AND THE WRITTEN CONTRACT WHICH WAS APPROVED BY THE BOARD. THE PRESIDENT AND CEO REVIEWS SALARIES FOR KEY MANAGEMENT EMPLOYEES WITH THE BOARD CHAIR. THE COMPENSATION PROCESS FOR THE PRESIDENT AND CEO WAS LAST CONDUCTED IN JANUARY 2025. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE AT THE GUIDESTAR WEBSITE OR AVAILABLE UPON REQUEST TO THE ASSOCIATION. GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FORM 990 AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: BENEFICIAL INTEREST IN TRUST 94,938.