SYMPHONY SOCIETY OF SAN ANTONIO: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SYMPHONY SOCIETY OF SAN ANTONIO (EIN 74-1185669)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-01-16
- IRS object ID
- 202330169349300043
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-16T14:06:51-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742606559 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADKF PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9601 MCALLISTER FREEWAY SUITE 800 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741185669 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYMPHONY SOCIETY OF SAN ANTONIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYMP | BusinessNameControlTxt |
| Phone | 2107383001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 342 WEST WOODLAWN 100 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COREY COWART | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2107383001 | PhoneNum |
| Signature | 2023-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | COREY | PersonFirstNm |
| Person Last | COWART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN VALDEZ | PreparerPersonNm |
| PTIN | P00187817 | PTIN |
| Phone | 2108291300 | PhoneNum |
| Preparation | 2023-01-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | COREY COWART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 342 WEST WOODLAWN | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,096,617 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SASYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE SAN ANTONIO SYMPHONY'S MISSION IS TO DELIGHT, ENGAGE, AND INSPIRE THE ENTIRE COMMUNITY THROUGH EXCELLENT PERFORMANCE, EDUCATION, AND OUTREACH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 140 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,644,072 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,085,249 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $269,088 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $71,166 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,118 | CYInvestmentIncomeAmt |
| PY Other Revenue | $97,035 | PYOtherRevenueAmt |
| CY Other Revenue | $250 | CYOtherRevenueAmt |
| PY Total Revenue | $4,081,361 | PYTotalRevenueAmt |
| CY Total Revenue | $4,096,617 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,870,209 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,052,143 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $256,300 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,120,388 | PYOtherExpensesAmt |
| CY Other Expenses | $1,304,397 | CYOtherExpensesAmt |
| PY Total Expenses | $2,990,597 | PYTotalExpensesAmt |
| CY Total Expenses | $2,356,540 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,090,764 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,740,077 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,825,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,467,216 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,427,842 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $675,692 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $397,922 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,791,524 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SAN ANTONIO SYMPHONY'S MISSION IS TO DELIGHT, ENGAGE, AND INSPIRE THE ENTIRE COMMUNITY THROUGH EXCELLENT PERFORMANCE, EDUCATION, AND OUTREACH | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,077,344 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE SAN ANTONIO SYMPHONY, ESTABLISHED IN 1939, IS A NONPROFIT PERFORMING ARTS ORGANIZATION WITH THE MISSION TO DELIGHT, ENGAGE, AND ENRICH THE ENTIRE COMMUNITY THROUGH EXCELLENT PERFORMANCE, EDUCATION, AND OUTREACH. | Desc |
| Total Program Service Expenses | $1,077,344 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 140 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COREY COWART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2105541000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 AUDITORIUM CIRCLE B7 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BROMLEY ERNEST | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| DUPRE ERIC | ||||||
| VICE-CHAIR | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FOX-HARRIS SUSAN | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| GALT JEFF | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| GARCIA GINI | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| GUERRA BEVERY PURCELL | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| HARIG KAY | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| JARMON JOE | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| KNAPP ROBERT | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| LA ROSA ALFREDO | ||||||
| TREASURER | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARINI CINDY | ||||||
| SECRETARY | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MCALLISTER TADDY | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| MCCORMICK MARGUERITE | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| OZER MICHAEL | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| PERSELLIN DIANE | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| SPENCH RITCHIE | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| STENGER-CASTRO FRANK | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| SWARTZMAN SHEILA | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| VALE KATHLEEN WEIR | ||||||
| CHAIRMAN | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WATERS JAMES | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| WEINBLATT DIDI | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| PHILLIPE STACY | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| THOMAS DON | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| TORRES TINA | ||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| COWART COREY | ||||||
| EXECUTIVE DIRECTOR | 37.50 | $144,717 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $144,717 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,812,859 | GovernmentGrantsAmt |
| All Other Contributions | $1,272,390 | AllOtherContributionsAmt |
| Total Contributions | $4,085,249 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,118 | TotalRevenueColumnAmt |
| Exclusion | $11,118 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $250 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $250 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,096,617 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $250 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,118 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,380 | TotalAmt |
| Program Services | $108,285 | ProgramServicesAmt |
| Management And General | $36,095 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,745 | TotalAmt |
| Program Services | $437,828 | ProgramServicesAmt |
| Management And General | $151,391 | ManagementAndGeneralAmt |
| Fundraising | $69,526 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,319 | TotalAmt |
| Program Services | $160,271 | ProgramServicesAmt |
| Management And General | $12,415 | ManagementAndGeneralAmt |
| Fundraising | $5,633 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,699 | TotalAmt |
| Program Services | $54,617 | ProgramServicesAmt |
| Management And General | $10,804 | ManagementAndGeneralAmt |
| Fundraising | $5,278 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,507 | TotalAmt |
| Program Services | $77,173 | ProgramServicesAmt |
| Management And General | $158,174 | ManagementAndGeneralAmt |
| Fundraising | $119,160 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,928 | TotalAmt |
| Program Services | $48,011 | ProgramServicesAmt |
| Fundraising | $41,917 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,911 | TotalAmt |
| Program Services | $12,377 | ProgramServicesAmt |
| Management And General | $11,534 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83 | TotalAmt |
| Program Services | $83 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,653 | TotalAmt |
| Management And General | $8,653 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $648,328 | $25,291 | $613,018 | $10,019 |
| GUEST ARTIST AND SUB MU | $121,039 | $121,039 | ||
| BANK SERVICE CHARGES | $13,048 | $13,048 | ||
| INSTRUMENT & MUSIC | $11,746 | $11,746 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,154 | TotalAmt |
| Program Services | $20,623 | ProgramServicesAmt |
| Management And General | $7,764 | ManagementAndGeneralAmt |
| Fundraising | $4,767 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,356,540 | TotalAmt |
| Program Services | $1,077,344 | ProgramServicesAmt |
| Management And General | $1,022,896 | ManagementAndGeneralAmt |
| Fundraising | $256,300 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,521 | BOYAmt |
| EOY | $60,073 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,556 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $480,789 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,378 | BOYAmt |
| EOY | $17,164 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $403,344 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $323,234 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,763 | BOYAmt |
| EOY | $80,110 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,230,546 | BOYAmt |
| EOY | $1,829,080 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,825,764 | BOYAmt |
| EOY | $2,467,216 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,624 | BOYAmt |
| EOY | $465,247 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,010 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,605 | BOYAmt |
| EOY | $210,445 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,163,603 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,427,842 | BOYAmt |
| EOY | $675,692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,935,492 | BOYAmt |
| EOY | -$37,556 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,333,414 | BOYAmt |
| EOY | $1,829,080 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,922 | BOYAmt |
| EOY | $1,791,524 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,825,764 | BOYAmt |
| EOY | $2,467,216 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,740,077 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$346,475 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,343,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,645,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,934,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,644,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,085,249 | CurrentTaxYearAmt |
| Total | $18,652,955 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,343,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,645,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,934,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,644,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,085,249 | CurrentTaxYearAmt |
| Total | $18,652,955 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $18,652,955 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $11,118 | CurrentTaxYearAmt |
| Total | $103,983 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,490 | CurrentTaxYearMinus3YearsAmt |
| Total | $6,090 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,763,028 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,542,598 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99410 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, SECTION A AND SECTION B | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION CHANGED THEIR FISCAL YEAR END FROM AUGUST 31, 2021 TO JUNE 30, 2021. THE SCHEDULE PRESENTED IN PART II, COLUMN D, HAS ONLY THE ALLOCATION FOR THE 10 MONTHS ENDING JUNE 30, 2021. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,225,226 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$395,157 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $1,830,069 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,936,117 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $344,755 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $53,105 | OtherExpendituresAmt |
| End Year Balance | $2,225,226 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,889,871 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $152,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $106,412 | OtherExpendituresAmt |
| End Year Balance | $1,936,117 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,051,993 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $50,304 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $212,426 | OtherExpendituresAmt |
| End Year Balance | $1,889,871 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,981,609 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $111,305 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,921 | OtherExpendituresAmt |
| End Year Balance | $2,051,993 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $403,344 | OtherCostOrOtherBasisAmt |
| Depreciation | $323,234 | DepreciationAmt |
| Book Value | $80,110 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $80,110 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD IN TRUST | Desc |
| Book Value | $1,829,080 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,829,080 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT IS NOT AWARE OF ANY TAX POSITIONS THAT WOULD HAVE A SIGNIFICANT IMPACT ON ITS FINANCIAL POSITION. ITS FEDERAL TAX RETURNS FOR THE LAST FOUR YEARS REMAIN SUBJECT TO EXAMINATION. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT DIRECT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0015 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATIONS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $43,500 | GrossReceiptsAmt |
| Retained By Contractor | $9,888 | RetainedByContractorAmt |
| Net To Organization | $33,612 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $43,500 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $9,888 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $33,612 | TotalNetToOrganizationAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | FUNDRAISER USED PHONE SOLICITATIONS TO INCREASE SUBSCRIPTION CULTIVATION. IN RETURN THE FUNDRAISER RECEIVES A PERCENTAGE OF THE AMOUNT RAISED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 WAS E-MAILED TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH NEW RESPONSIBLE PERSON SHALL BE REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. EACH RESPONSIBLE PERSON SHALL ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. SUCH RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES MIGHT INCLUDE SERVICE AS A DIRECTOR OR CONSULTANT TO A NONPROFIT ORGANIZATION, OR EMPLOYMENT BY OWNERSHIP OF A BUSINESS THAT MIGHT PROVIDE GOODS OR SERVICES TO THE SAN ANTONIO SYMPHONY. ANY SUCH INFORMATION REGARDING BUSINESSS INTERESTS OF A RESPONSIBILE PERSON OR A FAMILY MEMBER SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE CHAIR, THE PRESIDENT/CEO, AND ANY COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSSARY IN CONNECTION WITH THE IMPLEMENTATION OF THIS POLICY. THIS POLICY SHALL BE REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. ANY CHANGES TO THE POLICY SHALL BE COMMUNICATED IMMEDIATLEY TO ALL RESPONSIBLE PERSONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE WERLING ASSOCIATIONS, INC CONDUCTS AN ANNUAL SAN ANTONIO NOT-FOR-PROFIT WAGE AND BENEFIT SURVEY. THE SAN ANTONIO SYMPHONY PARTICIPATES IN THE ANNUAL WERLING SALARY SURVEY AND CONSULTS THE SURVEY'S RESULTS WHEN DETERMINING STAFF SALARIES. MEMBERS OF THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE ARE CONSULTED ON SENIOR STAFF SALARIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 77,173. MANAGEMENT AND GENERAL EXPENSES 158,174. FUNDRAISING EXPENSES 119,160. TOTAL EXPENSES 354,507. |
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