2023-01-16T14:06:51-06:00 2022-06-30 742606559 ADKF PC 9601 MCALLISTER FREEWAY SUITE 800 SAN ANTONIO TX 78216 990 2021-07-01 741185669 SYMPHONY SOCIETY OF SAN ANTONIO SYMP 2107383001 342 WEST WOODLAWN 100 SAN ANTONIO TX 78212 COREY COWART EXECUTIVE DIRECTOR 2107383001 2023-01-16 1 COREY COWART 999009999 SUSAN VALDEZ P00187817 2108291300 2023-01-16 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z X COREY COWART 342 WEST WOODLAWN SAN ANTONIO TX 78212 4096617 0 X WWW.SASYMPHONY.ORG X 1939 TX THE SAN ANTONIO SYMPHONY'S MISSION IS TO DELIGHT, ENGAGE, AND INSPIRE THE ENTIRE COMMUNITY THROUGH EXCELLENT PERFORMANCE, EDUCATION, AND OUTREACH. 24 24 140 50 0 0 3644072 4085249 269088 0 71166 11118 97035 250 4081361 4096617 0 0 0 0 1870209 1052143 0 0 256300 1120388 1304397 2990597 2356540 1090764 1740077 2825764 2467216 2427842 675692 397922 1791524 THE SAN ANTONIO SYMPHONY'S MISSION IS TO DELIGHT, ENGAGE, AND INSPIRE THE ENTIRE COMMUNITY THROUGH EXCELLENT PERFORMANCE, EDUCATION, AND OUTREACH 0 0 1077344 0 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. 1077344 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 140 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X COREY COWART 2105541000 115 AUDITORIUM CIRCLE B7 SAN ANTONIO TX 78205 BROMLEY ERNEST BOARD MEMBER 2.50 X 0 0 0 DUPRE ERIC VICE-CHAIR 2.50 X X 0 0 0 FOX-HARRIS SUSAN BOARD MEMBER 2.50 X 0 0 0 GALT JEFF BOARD MEMBER 2.50 X 0 0 0 GARCIA GINI BOARD MEMBER 2.50 X 0 0 0 GUERRA BEVERY PURCELL BOARD MEMBER 2.50 X 0 0 0 HARIG KAY BOARD MEMBER 2.50 X 0 0 0 JARMON JOE BOARD MEMBER 2.50 X 0 0 0 KNAPP ROBERT BOARD MEMBER 2.50 X 0 0 0 LA ROSA ALFREDO TREASURER 2.50 X X 0 0 0 MARINI CINDY SECRETARY 2.50 X X 0 0 0 MCALLISTER TADDY BOARD MEMBER 2.50 X 0 0 0 MCCORMICK MARGUERITE BOARD MEMBER 2.50 X 0 0 0 OZER MICHAEL BOARD MEMBER 2.50 X 0 0 0 PERSELLIN DIANE BOARD MEMBER 2.50 X 0 0 0 SPENCH RITCHIE BOARD MEMBER 2.50 X 0 0 0 STENGER-CASTRO FRANK BOARD MEMBER 2.50 X 0 0 0 SWARTZMAN SHEILA BOARD MEMBER 2.50 X 0 0 0 VALE KATHLEEN WEIR CHAIRMAN 2.50 X X 0 0 0 WATERS JAMES BOARD MEMBER 2.50 X 0 0 0 WEINBLATT DIDI BOARD MEMBER 2.50 X 0 0 0 PHILLIPE STACY BOARD MEMBER 2.50 X 0 0 0 THOMAS DON BOARD MEMBER 2.50 X 0 0 0 TORRES TINA BOARD MEMBER 2.50 X 0 0 0 COWART COREY EXECUTIVE DIRECTOR 37.50 X 144717 0 0 144717 0 0 1 0 0 0 0 2812859 1272390 4085249 11118 11118 MISCELLANEOUS INCOME 711130 250 250 250 4096617 250 0 11118 X 144380 108285 36095 658745 437828 151391 69526 178319 160271 12415 5633 70699 54617 10804 5278 354507 77173 158174 119160 89928 48011 41917 23911 12377 11534 83 83 8653 8653 OTHER EXPENSES 648328 25291 613018 10019 GUEST ARTIST AND SUB MU 121039 121039 BANK SERVICE CHARGES 13048 13048 INSTRUMENT & MUSIC 11746 11746 33154 20623 7764 4767 2356540 1077344 1022896 256300 153521 60073 264556 0 480789 88378 17164 403344 323234 88763 80110 2230546 1829080 2825764 2467216 503624 465247 499010 0 261605 210445 1163603 0 2427842 675692 X -1935492 -37556 2333414 1829080 397922 1791524 2825764 2467216 1740077 -346475 0 X X 0 0 0 X 3343868 3645414 3934352 3644072 4085249 18652955 3343868 3645414 3934352 3644072 4085249 18652955 18652955 49553 27935 15377 11118 103983 600 5490 6090 18763028 1542598 0.99410 0.99270 X PART II, SECTION A AND SECTION B 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2225226 -395157 0 1830069 1936117 344755 53105 2225226 1889871 152658 106412 1936117 2051993 50304 212426 1889871 1981609 111305 40921 2051993 1 0 403344 323234 80110 80110 FUNDS HELD IN TRUST 1829080 1829080 X PART X, LINE 2: 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. X 1 BENNETT DIRECT INC PO BOX 0015 MILWAUKEE WI 532010015 PHONE SOLICITATIONS 0 43500 9888 33612 43500 9888 33612 SCHEDULE G, PART I, LINE 2B, COLUMN (V) FUNDRAISER USED PHONE SOLICITATIONS TO INCREASE SUBSCRIPTION CULTIVATION. IN RETURN THE FUNDRAISER RECEIVES A PERCENTAGE OF THE AMOUNT RAISED. X X 0 0 0 0 0 0 0 0 0 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.