2024-04-10T17:40:55-05:00 2023-05-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-06-01 741157373 Houston Symphony Society HOUS 7132244240 615 Louisiana St 102 Houston TX 77002 Elizabeth Condic CFO 7132244240 2024-04-10 1 Elizabeth Condic 999009999 0 Barbara Murphy P01386215 7134395739 2024-04-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z John Mangum 615 Louisiana St 102 Houston TX 77002 34446601 0 X www.houstonsymphony.org X 1913 TX Orchestral performances, educational programs, and community activities. 111 110 589 621 0 0 26049116 22665031 10000615 10507188 46612 76322 -101740 124984 35994603 33373525 0 0 0 0 19257303 22648502 87079 69603 3476024 10726746 11719359 30071128 34437464 5923475 -1063939 6917238 7742932 17391900 19761307 -10474662 -12018375 X The mission of the Houston Symphony is to inspire and engage a large and diverse audience in Greater Houston and beyond through exceptional orchestral performances, educational programs and community activities. 0 0 24559370 10418961 See Schedule OArtistic Endeavors: The Houston Symphony continues its second century as one of America's leading orchestras with a full complement of concert, community, education, and recording activities. Today, with an operating budget of $37.8 million (FY24), the full-time ensemble of professional musicians presents more than 130 concerts annually, making it the largest performing arts organization in Houston. After suspending concert activities in March 2020, the Symphony successfully completed the full 2020-21 season with in-person audiences and weekly livestreams of each performance, making it one of the only orchestras in the world to do so. The Houston Symphony remains committed to livestreaming to a broad audience in over forty-five countries and all fifty states, one of few American orchestras dedicated to transmitting live performances to a sizeable audience outside its home city through this technology. Highlights of the 2022-2023 classical season began with Music Director Juraj Valcuha opening his first season as Music Director conducting Verdi's Requiem; as well as performances of Mahler's Das Lied von der Erde (The Song of the Earth), Bartok's The Miraculous Mandarin, and Stravinsky's The Rite of Spring, closing the season with a semi-staged production of Stravinsky's Oedipus Rex. Memorable guest artists this season included violinists Joshua Bell, Augustin Hadelich, Itzhak Perlman, Tai Murray, and Elina Vahala; pianists Yefim Bronfman, Stephen Hough, Lucas and Arthur Jussen, Lise de la Salle, and Jeffrey Kahane; vocalists Ana Maria Martinez, Sasha Cooke, Michelle DeYoung, and Sean Panikkar; and conductors Jane Glover, Matthew Halls, Jonathon Heyward, Gemma New, Jukka-Pekka Saraste, and Osmo Vanska; as well as brilliant soloist turns from Houston Symphony Concertmaster Yoonshin Song, Principal Bassoon Rian Craypo, Acting Principal Viola Joan DerHovsepian, Principal Flute Aralee Dorough, Principal Oboe Jonathan Fischer, Principal Bass Robin Kesselman, Principal Clarinet Mark Nuccio, Principal Cello Brinton Averil Smith, and Principal Horn William VerMeulen. The POPS season launched with Principal POPS Conductor Steven Reineke presiding over the gravity-defying Cirque de la Symphonie. Powerhouse vocalist Capathia Jenkins returned for First Ladies of Soul, the orchestra screened Disney's Fantasia with the orchestra performing the score live to film, Michael Krajewski lead the annual holiday tradition A Very Merry POPS, Steven Reineke returned to lead The Music of Elton John and Billy Joel, Broadway star Jeremy Jordan sang his greatest Broadway hits with the orchestra, Steven Reineke conducted Let's Misbehave: The Songs of Cole Porter, and the POPS season closed with Broadway Goes Hollywood. 4157658 88227 See Schedule OEducation and Community Engagement: The Houston Symphony is committed to increasing the quality of life in Houston by addressing priority community issues including education, healthcare, building community between disparate populations, and improving the welfare of underserved populations. The Symphony accomplishes this by presenting an extraordinary range of music education and community engagement programs both inside Jones Hall and in community venues throughout the Greater Houston area. Through nearly 1,000 events with Houston Symphony musicians and Community-Embedded Musicians, partnerships with schools, community centers, hospitals and other non-profits, the Society serves a wide range of Houstonians that reflects the diversity of the city. Whether they are underserved students, cancer patients, refugees, or homeless families, we put the people we serve first, asking how music can best meet their needs. Our goal is to remove economic and geographical barriers to music so that Houstonians from all walks of life can benefit from the art form. Traditionally, Houston Symphony Education and Community Engagement programs serve more than 200,000 Houstonians of all ages and backgrounds and these activities represented an investment of $4.15 million, or nearly 10% of the annual organization budget, during the 2022-23 Season. 28717028 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 153 0 1 589 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 111 110 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Elizabeth Condic CPA 7132381465 615 Louisiana St Ste 102 Houston TX 77002 John Rydman President 4.00 0.00 X X 0 0 0 Janet Clark Chair 4.00 0.00 X X 0 0 0 Barbara McCelvey Secretary 4.00 0.00 X X 0 0 0 Barbara Burger President-Elect 4.00 0.00 X X 0 0 0 Steven Mach Immediate Past Chairman 4.00 0.00 X X 0 0 0 Jonathan Ayre Chair, Finance 4.00 0.00 X X 0 0 0 Brad Corson Chair, Governance & Leadership 4.00 0.00 X X 0 0 0 Manuel Delgado Chair, Marketing & Communication 4.00 0.00 X X 0 0 0 Evan Glick Chair, Popular Programming 4.00 0.00 X X 0 0 0 Lidiya Gold Chair, Development 4.00 0.00 X X 0 0 0 Sippi Khurana Chair, Education 4.00 0.00 X X 0 0 0 Mary Lynn Marks Chair, Volunteers & Special Events 4.00 0.00 X X 0 0 0 Paul Morico General Counsel 4.00 0.00 X X 0 0 0 Robert Orr Chair, Strategic Planning 4.00 0.00 X X 0 0 0 Ed Schneider Chair, Community Partnerships 4.00 0.00 X X 0 0 0 Miles Smith Chair, Artistic & Orchestra Affairs 4.00 0.00 X X 0 0 0 Mike Stude Chairman Emeritus 4.00 0.00 X X 0 0 0 Jesse Tutor Chair, Audit 4.00 0.00 X X 0 0 0 Bobby Tudor Governing Director 4.00 0.00 X X 0 0 0 Maria Backus Governing Director 2.00 0.00 X 0 0 0 Janice Barrow Governing Director 2.00 0.00 X 0 0 0 Gary Beauchamp Governing Director 2.00 0.00 X 0 0 0 David Beck Trustee 2.00 0.00 X 0 0 0 James Bell Jr Trustee 2.00 0.00 X 0 0 0 Devinder Bhatia Trustee 2.00 0.00 X 0 0 0 Tony Bradfield Governing Director 2.00 0.00 X 0 0 0 Carrie Brandsberg-Dahl Trustee 2.00 0.00 X 0 0 0 Nancy Shelton Bratic Trustee 2.00 0.00 X 0 0 0 Terry Ann Brown Trustee 2.00 0.00 X 0 0 0 Eric Brueggeman Governing Director 2.00 0.00 X 0 0 0 Lindsay Buchanan Trustee 2.00 0.00 X 0 0 0 Bill Bullock Governing Director 2.00 0.00 X 0 0 0 Ralph Burch Trustee 2.00 0.00 X 0 0 0 Cheryl Byington Governing Director 2.00 0.00 X 0 0 0 Dougal Cameron Trustee 2.00 0.00 X 0 0 0 John Cater Trustee 2.00 0.00 X 0 0 0 Robert Chanon Trustee 2.00 0.00 X 0 0 0 Juan Zane Crawford Trustee 2.00 0.00 X 0 0 0 Virginia Clark Trustee 2.00 0.00 X 0 0 0 Michael Clark Trustee 2.00 0.00 X 0 0 0 John Steven Cisneros Trustee 2.00 0.00 X 0 0 0 Evan Collins Trustee 2.00 0.00 X 0 0 0 Andrew Davis Trustee 2.00 0.00 X 0 0 0 Denise Davis Trustee 2.00 0.00 X 0 0 0 Tracy Dieterich Trustee 2.00 0.00 X 0 0 0 Bob Duff Trustee 2.00 0.00 X 0 0 0 Joan Duff Trustee 2.00 0.00 X 0 0 0 Connie Dyer Trustee 2.00 0.00 X 0 0 0 Jeffrey Firestone Trustee 2.00 0.00 X 0 0 0 Eugene Fong Trustee 2.00 0.00 X 0 0 0 Aggie Foster Trustee 2.00 0.00 X 0 0 0 Julia Anderson Frankel Trustee 2.00 0.00 X 0 0 0 Ronald Franklin Trustee 2.00 0.00 X 0 0 0 Carolyn Gaidos Trustee 2.00 0.00 X 0 0 0 Claudio Gutierrez Trustee 2.00 0.00 X 0 0 0 Gary Hollingsworth Trustee 2.00 0.00 X 0 0 0 William Hunt Governing Director 2.00 0.00 X 0 0 0 Stephen Incavo Trustee 2.00 0.00 X 0 0 0 Brian James Trustee 2.00 0.00 X 0 0 0 Rick Jaramillo Governing Director 2.00 0.00 X 0 0 0 Ray Kirk Trustee 2.00 0.00 X 0 0 0 Carey Kirkpatrick Governing Director 2.00 0.00 X 0 0 0 David Krieger Trustee 2.00 0.50 X 0 0 0 Kenny Kurtzman Governing Director 2.00 0.00 X 0 0 0 Ulyesse LeGrange Trustee 2.00 0.00 X 0 0 0 Andrew Go Lee Trustee 2.00 0.00 X 0 0 0 James Lee Trustee 2.00 0.50 X 0 0 0 Cindy Levit Trustee 2.00 0.00 X 0 0 0 Matthew Loden Trustee 2.00 0.00 X 0 0 0 Isabel Stude Lummis Governing Director 2.00 0.00 X 0 0 0 Cora Sue Mach Governing Director 2.00 0.00 X 0 0 0 Michael Mann Trustee 2.00 0.00 X 0 0 0 Rodney Margolis Governing Director 2.00 0.00 X 0 0 0 Jay Marks Governing Director 2.00 0.00 X 0 0 0 Elissa Martin Governing Director 2.00 0.00 X 0 0 0 Jack Matzer Trustee 2.00 0.00 X 0 0 0 Jackie Wolens Mazow Trustee 2.00 0.00 X 0 0 0 Alexander McLanahan Trustee 2.00 0.00 X 0 0 0 Marilyn Miles Trustee 2.00 0.00 X 0 0 0 Shane Miller Trustee 2.00 0.00 X 0 0 0 Aprill Nelson Trustee 2.00 0.00 X 0 0 0 Tammy Tran Nguyen Trustee 2.00 0.00 X 0 0 0 Leslie Nossaman Trustee 2.00 0.00 X 0 0 0 Scott Nyquist Trustee 2.00 0.00 X 0 0 0 Edward Osterberg Jr Trustee 2.00 0.00 X 0 0 0 Kusum Patel Trustee 2.00 0.00 X 0 0 0 Zeljko Pavlovic Trustee 2.00 0.00 X 0 0 0 Chris Powers Governing Director 2.00 0.00 X 0 0 0 David Pruner Trustee 2.00 0.00 X 0 0 0 Gloria Pryzant Trustee 2.00 0.00 X 0 0 0 Miwa Sakashita Trustee 2.00 0.00 X 0 0 0 Andrew Schwaitzberg Trustee 2.00 0.00 X 0 0 0 Helen Shaffer Trustee 2.00 0.00 X 0 0 0 Robert Sloan Trustee 2.00 0.00 X 0 0 0 Quentin Smith Trustee 2.00 0.00 X 0 0 0 Jim Smith Sr Trustee 2.00 0.00 X 0 0 0 Anthony Speier Governing Director 2.00 0.00 X 0 0 0 Ishwaria Subbiah Trustee 2.00 0.00 X 0 0 0 William Toomey II Governing Director 2.00 0.00 X 0 0 0 Shirley Toomim Trustee 2.00 0.00 X 0 0 0 Betty Tutor Governing Director 2.00 0.00 X 0 0 0 Judith Vincent Governing Director 2.00 0.00 X 0 0 0 Margaret Waisman Trustee 2.00 0.00 X 0 0 0 Gretchen Watkins Governing Director 2.00 0.00 X 0 0 0 Fredric Weber Trustee 2.00 0.00 X 0 0 0 Diana Weil Trustee 2.00 0.00 X 0 0 0 Robert Weiner Governing Director 2.00 0.00 X 0 0 0 Vicki West Trustee 2.00 0.00 X 0 0 0 Margaret Alkek Williams Governing Director 2.00 0.00 X 0 0 0 Steven Williams Trustee 2.00 0.00 X 0 0 0 Frank Wilson IV Trustee 2.00 0.00 X 0 0 0 David Wuthrich Trustee 2.00 0.00 X 0 0 0 Ellen Yarrell Trustee 2.00 0.00 X 0 0 0 Robert Yekovich Trustee 2.00 0.00 X 0 0 0 John Mangum Executive Director/CEO 40.00 2.00 X 471656 0 48366 Elizabeth Condic Chief Financial Officer 40.00 2.00 X 211426 0 34342 Victoria Dominguez Chief Operating Officer 40.00 0.00 X 210466 0 18104 Nancy Giles Chief Development Officer 40.00 0.00 X 251370 0 22236 Juraj Valcuha Music Director 40.00 0.00 X 271500 0 5284 Yoonshin Song Musician 40.00 0.00 X 327155 0 15459 Mark Nuccio Musician 40.00 0.00 X 205322 0 31002 Gwen Watkins Marketing Director 40.00 0.00 X 194362 0 8974 Brinton Smith Musician 40.00 0.00 X 189048 0 31912 Eric Halen Musician 40.00 0.00 X 183480 0 23373 2515785 0 239052 74 0 1 0 Levy Food Services 1001 Avenida De Las Americas Houston TX 77010 Food services 462507 Opus 3 Artists LLC 348 West 57th St 282 New York NY 10019 Artistic talent agent 431884 William Morris Endeavor Entertainment 9601 Wilshire Blvd Beverly Hills CA 90210 Artistic talent agent 333700 Itzhak Perlman 19 West 69th St 601 New York NY 10023 Artist 300000 RR Donnelley PO Box 932721 Cleveland OH 44193 Marketing services 277789 7 2251434 4159432 2185462 14068703 713559 22665031 Ticket sales 711130 9748458 9748458 Education, other programs 711130 758730 758730 10507188 76322 76322 911608 2251434 1073076 -161468 -161468 Insurance proceeds 900099 286452 286452 286452 33373525 10507188 0 201306 X 1509310 716859 308076 484375 16177240 14298080 645466 1233694 848490 772766 33031 42693 2835020 2446908 80904 307208 1278442 1106907 57303 114232 15927 7453 8449 25 74521 74521 69603 69603 4692087 4451239 155274 85574 1727608 1602043 3286 122279 242602 114826 54842 72934 424151 267882 56328 99941 1036000 845770 75947 114283 549854 531477 11737 6640 537203 537203 113638 109169 1849 2620 168756 100785 28126 39845 Production equip, mat. 915753 915753 Patron cultivation 528489 40105 21925 466459 Merchant fees 405501 310312 16092 79097 Other expenses 287269 78694 74053 134522 34437464 28717028 2244412 3476024 275148 582918 2441771 4732351 282135 330680 351393 447913 2686184 2116860 600686 569324 2960928 5177 1079746 6917238 7742932 1670468 1612712 3355371 3677620 9374488 11335488 1999422 2991573 1136065 17391900 19761307 X -12733150 -14647723 2258488 2629348 -10474662 -12018375 6917238 7742932 X -1063939 16731 -496505 X 0 1 X 1 0 X 17930495 19903727 25222027 26049116 22665031 111770396 17930495 19903727 25222027 26049116 22665031 111770396 27650595 84119801 50810 80986 4323 46612 76322 259053 286452 286452 112315901 46535628 0.74900 0.72890 X Schedule A, Part II, Line 10, Explanation of Other Income: Insurance proceeds - 2022 Amount: $ 286,452. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87450933 3382449 -158128 4159432 86515822 90419052 459209 376634 3803962 87450933 73523933 396060 20016760 3517701 90419052 75471987 2249272 1104697 5302023 73523933 76888296 332720 2010118 3759147 75471987 0.00216 0.91441 0.08343 0 1 1 16915 16915 284878 284248 630 2197095 1719655 477440 187296 112957 74339 569324 Lease right-of-use assets 1079746 1079746 Lease right-of-use liabilities 1074865 Due to affiliate 61200 1136065 Part V, Line 4: Houston Symphony Endowment (the Endowment) was established to support the operations of the Houston Symphony Society (the Society). The Endowment holds contributed funds in perpetuity, invests those funds, and makes contributions from time to time to the Society. Such contributions must meet the stated restrictions of donors as well as the current policies of the Endowment. The Endowment is governed by a Board of Directors who are elected by the officers of the Board of Directors of the Society. X X X X X X X 1 DCM PO Box 4707 Sunnyside NY 11104 Telefunding 0 28620 21767 6853 SD&A 5757 W Century Blvd 300 Los Angeles CA 90045 Telefunding 0 23209 47836 0 51829 69603 6853 TX Ball 1291039 904216 386823 35770 143029 31765 309746 Wine Dinner 1267975 953190 314785 7224 98862 2304 195794 2 604028 394028 210000 21072 127041 8875 91594 3163042 2251434 911608 64066 368932 42944 597134 1073076 -161468 X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 John Mangum Executive Director/CEO 421321 0 50335 0 0 0 16784 0 31582 0 520022 0 0 0 Yoonshin Song Musician 326855 0 300 0 0 0 7092 0 8367 0 342614 0 0 0 Juraj Valcuha Music Director 82500 0 0 0 189000 0 0 0 5284 0 276784 0 0 0 Nancy Giles Chief Development Officer 241370 0 10000 0 0 0 11577 0 10659 0 273606 0 0 0 Elizabeth Condic Chief Financial Officer 201426 0 10000 0 0 0 10018 0 24324 0 245768 0 0 0 Mark Nuccio Musician 205022 0 300 0 0 0 7092 0 23910 0 236324 0 0 0 Victoria Dominguez Chief Operating Officer 200466 0 10000 0 0 0 9737 0 8367 0 228570 0 0 0 Brinton Smith Musician 188748 0 300 0 0 0 7092 0 24820 0 220960 0 0 0 Eric Halen Musician 183180 0 300 0 0 0 7092 0 16281 0 206853 0 0 0 Gwen Watkins Marketing Director 194362 0 0 0 0 0 8974 0 0 0 203336 0 0 0 Part I, Line 1a The Society provides the Executive Director a membership to a dining club due to the social and fundraising aspects of his position. The cost of this benefit is reasonable, customary, and necessary. The Society paid a total of $3,897 of membership fees during the current fiscal year. This amount was not treated as taxable compensation. Part I, Line 7 The Music Director's other reportable compensation is comprised of conducting fees for a series of weekend classical concerts and a travel allowance. CCM LP Owned by Director 307976 Rent 0 X 13 403046 FMV X Auction items 271 291608 Sales proceeds X Raffle items 1 18905 FMV 0 0 1 0 Form 990, Part VI, Section A, line 1a The Executive Committee of the Society is composed of not more than fifteen of the Governing Directors of the Society, exclusive of ex-officio members. The Executive Committee consists of the Society's President, Chairman of the Board of Trustees, President-Elect (if and when in office), Vice Presidents, General Counsel, Secretary, and such other persons as may be designated annually by the President from among the elected Governing Directors. The Executive Committee has the power to propose the strategic direction of the Society for approval by the Governing Directors, propose any major policy of the Society for approval by the Governing Directors, propose the disposition of the properties and funds of the Society (through the proposal of the Society's budget) to the Governing Directors, make recommendations to the Governing Directors to retain or terminate the employment of the Music Director, and to take such other actions as shall be delegated to the Executive Committee by the Governing Directors from time to time. Form 990, Part VI, Section A, line 2 Betty Tutor, Governing Director and Lifetime Trustee and Jesse Tutor, Governing Director and Lifetime Trustee have a family relationship. Cora Sue Mach, Governing Director and Lifetime Trustee and Steven Mach, Immediate Past Chairman and Trustee have a family relationship. Janice Barrow, Governing Director and Lifetime Trustee and Barbara McCelvey, Secretary and Governing Director and Eric Brueggeman, Trustee have a family relationship. Janet Clark, Immediate Past President and Governing Director and Virginia Clark, Trustee have a family relationship. Bob Duff, Trustee and Joan Duff, Trustee have a family relationship. Mike Stude, Chairman Emeritus and Lifetime Trustee and Isabel Stude Lummis, Governing Director have a family relationship. Form 990, Part VI, Section A, line 6 Members of the Society are defined as anyone who has contributed, or on whose behalf there has been a contribution of, at least $100. Ten or more members shall constitute a quorum at any meeting. Form 990, Part VI, Section A, line 7a One regular meeting of the members of the Society shall be held each year in the month of May for the purpose of electing a Board of Trustees for the ensuing fiscal year. The Board of Trustees elect the Governing Directors and Officers of the Society. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Financial Controller and CFO. After internal review, Form 990 is sent to the Governing Directors electronically for their review, questions, and suggested edits. Once their review is complete, the Society electronically files Form 990 with the IRS. Form 990, Part VI, Section B, line 12c The Conflict of Interest Policy is provided annually to the Governing Board for their review and signature. If a conflict is noted, the Trustee is asked to recuse himself from any applicable decisions. Form 990, Part VI, Section B, line 15 Annually, Human Resources staff obtain salary surveys for both the Houston area and orchestras of a similar budget size. The information is made available to the Board President. The Compensation Committee, consisting of the Board President, Board Chair and any other members as may be appointed by the Executive Committee, are responsible for reviewing the comparative data and approving the Executive Director/CEO's compensation package. Budget constraints are taken into account. For the Chief Financial Officer and other key employees, annually, Human Resources staff obtain salary surveys for both the Houston area and orchestras of a similar budget size. The information is made available to the Executive Director, who is responsible for approving the compensation packages. Budget constraints are taken into account. Form 990, Part VI, Section C, line 19 The audited financial statements and Form 990 are available on the Houston Symphony website. Governing documents are available upon request through the Symphony offices. Form 990, Part IX, line 11g Prof. fees - artistic fees: Program service expenses 4,285,347. Management and general expenses 155,274. Fundraising expenses 85,574. Total expenses 4,526,195. Prof. fees - marketing, education: Program service expenses 165,892. Total expenses 165,892. Form 990, Part XI, line 9: Change in value of pension liability under FASB 87 -496,505. Houston Symphony Endowment 615 Louisiana St Ste 102 Houston TX 77002 208350227 Support the Houston Symphony TX 501(c)(3) 12a, Type I Houston Symphony Society 1 Foundation for Jones Hall 55 Waugh Dr 601 Houston TX 77007 760202646 Restore Jones Hall TX 501(c)(3) 12a, Type I N/A 0 0 0 1 0 1 0 0 0 0 1 0 1 0 1 1 1 1 0 0 Houston Symphony Endowment C 4159432 Cash Houston Symphony Endowment E 11335488 Loan guarantee Houston Symphony Endowment E 1999422 Promissory note