2023-04-11T14:26:53-05:00 2022-05-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2021-06-01 741157373 Houston Symphony Society HOUS 7132244240 615 Louisiana St 102 Houston TX 77002 Elizabeth Condic CFO 7132244240 2023-04-11 1 Elizabeth Condic 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z John Mangum 615 Louisiana St 102 Houston TX 77002 36935594 0 X www.houstonsymphony.org X 1913 TX Orchestral performances, educational programs, and community activities. 111 110 394 544 0 0 25222027 26049116 2785614 10000615 4323 46612 -215421 -101740 27796543 35994603 0 0 0 0 17137491 19257303 112298 87079 2929939 4779944 10726746 22029733 30071128 5766810 5923475 6681545 6917238 22850463 17391900 -16168918 -10474662 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 22734783 9942771 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 $34.325 million (FY23), 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 and cancelling the remainder of 2019-20 events due to the COVID-19 pandemic, the Symphony resumed activities in May 2020, opening the 2020-21 Season on schedule in September 2020. The 2021-22 season saw the full orchestra back onstage at Jones Hall in front of audiences restricted only by the auditorium's seating capacity. Highlights of the classical season began with Conductor Laureate Andres Orozco-Estrada opening his final season as Music Director conducting Beethoven's Fifth Symphony; as well as performances of Tchaikovsky's full ballet score The Nutcracker; Andres Fest: a mini-festival celebrating his tenure that included Saint-Saens' The Carnival of the Animals, Bruch's Double Concerto, and the world premieres of Kyle Rivera's Bridgetower Variations, and Bruce Broughton's Horn Concerto; and Mahler's Symphony No. 2 "Resurrection" providing a monumental close to Orozco-Estrada's tenure as Music Director. Memorable guest artists this season included Renee Fleming, Itzhak Perlman, Jean-Yves Thibaudet, Emanuel Ax, Augustin Hadelich, Helene Grimaud, Gil Shaham, and Yefim Bronfman, as well as brilliant soloist turns from Houston Symphony musicians Yoonshin Song, Brinton Averil Smith, Jonathan Fischer, William VerMeulen, Robin Kesselman, Megan Conley, Matthew Strauss, and Scott Holshauser. The POPS season launched with Principal POPS Conductor Steven Reineke presiding over an engaging showcase of one of Broadway and Hollywood's greatest composers in Once Upon a Time: Alan Menken's Broadway, and continued with highlights including Byron Stripling in Wonderful World: The Louis Armstrong Songbook, Star Wars: Return of the Jedi In Concert, and Capathia Jenkins in Aretha: Queen of Soul. 2794537 57844 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 interactions 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 $2.8 million, or nearly 10% of the annual organization budget, during the 2021-22 Season. 25529320 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 1 95 0 1 394 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 Steven Mach Chair 4.00 0.00 X X 0 0 0 Barbara McCelvey Secretary 4.00 0.00 X X 0 0 0 Barbara Burger Chair, Finance 4.00 0.00 X X 0 0 0 Bradley Corson Chair, Governance and Leadership 4.00 0.00 X X 0 0 0 Manuel Delgado Chair, Mkt/Comm (from Jan. 2022) 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 Robert Orr Chair, Strategic Planning 4.00 0.00 X X 0 0 0 Manolo Sanchez Chair, Mkt/Comm (to Jan. 2022) 4.00 0.00 X X 0 0 0 Ed Schneider Chair, Community Partnerships 4.00 0.00 X X 0 0 0 Leslie Siller President-Houston Symphony League 4.00 0.00 X X 0 0 0 Miles Smith Chair, Artistic/Orchestra Affairs 4.00 0.00 X X 0 0 0 William Toomey President-Houston Symphony Endowment 4.00 4.00 X X 0 0 0 Jesse Tutor Chair, Audit 4.00 0.00 X X 0 0 0 Janet Clark Immediate Past President 4.00 0.00 X X 0 0 0 Bobby Tudor Immediate Past Chair 4.00 0.00 X X 0 0 0 Mike Stude Chair Emeritus 4.00 0.00 X X 0 0 0 Paul Morico General Counsel 4.00 0.00 X X 0 0 0 Jonathan Ayre Trustee 2.00 0.00 X 0 0 0 Marcia 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 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 Bratic Trustee 2.00 0.00 X 0 0 0 Terry Brown Trustee 2.00 0.00 X 0 0 0 Eric Brueggeman 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 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 Terry Cheyney Governing Director 2.00 0.00 X 0 0 0 Michael Clark Trustee 2.00 0.00 X 0 0 0 Virginia Clark 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 Frankel Trustee 2.00 0.00 X 0 0 0 Ronald Franklin Trustee 2.00 0.00 X 0 0 0 Gary Hollingsworth Trustee 2.00 0.00 X 0 0 0 William D 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 I 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 2.00 X 0 0 0 Kenneth Kurtzman Governing Director 2.00 0.00 X 0 0 0 Andrew Go Lee Trustee 2.00 0.00 X 0 0 0 Ulyesse LeGrange Trustee 2.00 0.00 X 0 0 0 Rochelle Levit Governing Director 2.00 0.00 X 0 0 0 Matthew Loden Trustee 2.00 0.00 X 0 0 0 Carlos Lopez 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 Jack Matzer Trustee 2.00 0.00 X 0 0 0 Jackie Mazow Trustee 2.00 0.00 X 0 0 0 Billy McCartney Governing Director 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 Trustee 2.00 0.00 X 0 0 0 Christopher 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 Christian Schwartz Trustee 2.00 0.00 X 0 0 0 Dilanka Seimon 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 Jim Smith Trustee 2.00 0.00 X 0 0 0 Quentin Smith Governing Director 2.00 0.00 X 0 0 0 Anthony Speier Governing Director 2.00 0.00 X 0 0 0 Ishwariah Subbiah Trustee 2.00 0.00 X 0 0 0 L Proctor Thomas Trustee 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 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 294578 0 32277 Elizabeth Condic Chief Financial Officer 40.00 2.00 X 171362 0 25513 Victoria Dominguez Chief Operating Officer 40.00 0.00 X 171362 0 12788 Andres Orozco-Estrada Music Director 40.00 0.00 X 270333 0 26411 Nancy Giles Chief Development Officer 40.00 0.00 X 205054 0 15420 Yoonshin Song Musician 40.00 0.00 X 265752 0 14440 Mark Nuccio Musician 40.00 0.00 X 174829 0 32195 Brinton Smith Musician 40.00 0.00 X 160567 0 27518 Eric Halen Musician 40.00 0.00 X 156859 0 20741 Gwen Watkins Chief Marketing Officer 40.00 0.00 X 150304 0 3996 2021000 0 211299 24 0 1 0 The Events Company 1237 N Post Oak Rd Houston TX 77055 Event management 184003 DCM PO Box 4707 Sunnyside NY 11104 Telefunding/ Telemarketing 183859 The Post Oak at Uptown 1600 West Loop South Houston TX 77027 Event rentals 149774 5 Star Event Services 1801 Milby Houston TX 77003 Ushers 148430 The Methodist Hospital PO Box 4752 Houston TX 77210 COVID Testing 141400 12 1614904 3803962 9093603 11536647 392795 26049116 Ticket sales 711130 7131055 7131055 Education, other programs 711130 2869560 2869560 10000615 46612 46612 839251 1614904 940991 -101740 -101740 35994603 10000615 0 -55128 X 1220170 623051 239213 357906 13784192 12110012 568187 1105993 705235 651916 23381 29938 2459714 2163928 10641 285145 1087992 935241 50900 101851 35140 22087 8551 4502 64664 64664 87079 87079 5403359 5155298 190174 57887 1539977 1439862 1178 98937 313323 184130 51331 77862 476696 299300 66438 110958 958534 776106 78309 104119 357055 344088 9745 3222 151762 151762 81014 78225 1180 1609 157455 90343 28394 38718 Production equip, mat. 354807 354807 Patron cultivation 333392 15508 18369 299515 Merchant fees 307901 231356 17157 59388 Other expenses 191667 54062 32295 105310 30071128 25529320 1611869 2929939 159484 275148 3901004 2441771 1817361 282135 297223 351393 2621676 2020990 506473 600686 2960928 0 5177 6681545 6917238 1281375 1670468 2301650 3355371 13634488 9374488 5632950 2991573 22850463 17391900 X -19460949 -12733150 3292031 2258488 -16168918 -10474662 6681545 6917238 X 5923475 -59507 -169712 X 0 1 X 1 1 1 X 18447168 17930495 19903727 25222027 26049116 107552533 18447168 17930495 19903727 25222027 26049116 107552533 28994497 78558036 42666 50810 80986 4323 46612 225397 107777930 46910923 0.72890 0.70840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90419052 459209 376634 3803962 87450933 73523933 396060 20016760 3517701 90419052 75471987 2249272 1104697 5302023 73523933 76888296 332720 2010118 3759147 75471987 74610515 352019 5996874 4071112 76888296 0.00181 0.86637 0.13182 0 1 1 16915 16915 284878 284038 840 2205058 1627151 577907 114825 109801 5024 600686 Accrued pension liability 991573 Paycheck Protection Program Loan 2000000 2991573 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 Telefundng 0 120570 87079 33491 120570 87079 33491 TX Ball 1254469 886733 367736 134740 20000 325112 Wine Dinner 715980 453765 262215 107234 163113 2 483706 274406 209300 71011 5725 114056 2454155 1614904 839251 312985 25725 602281 940991 -101740 X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 John Mangum Executive Director/CEO 294578 0 0 0 0 0 5867 0 26410 0 326855 0 0 0 Andres Orozco-Estrada Music Director 127333 0 0 0 143000 0 0 0 26411 0 296744 0 0 0 Yoonshin Song Musician 265752 0 0 0 0 0 5764 0 8676 0 280192 0 0 0 Nancy Giles Chief Development Officer 205054 0 0 0 0 0 4938 0 10482 0 220474 0 0 0 Mark Nuccio Musician 174829 0 0 0 0 0 5764 0 26431 0 207024 0 0 0 Elizabeth Condic Chief Financial Officer 171362 0 0 0 0 0 4132 0 21381 0 196875 0 0 0 Brinton Smith Musician 160567 0 0 0 0 0 5764 0 21754 0 188085 0 0 0 Victoria Dominguez Chief Operating Officer 171362 0 0 0 0 0 4132 0 8656 0 184150 0 0 0 Eric Halen Musician 156859 0 0 0 0 0 5771 0 14970 0 177600 0 0 0 Gwen Watkins Chief Marketing Officer 150304 0 0 0 0 0 3628 0 368 0 154300 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 $3,572 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 293896 Rent 0 Betsy Cook Weber Trustee Spouse 19230 Salary 0 X 15 95495 FMV X Auction items 316 291151 Sales proceeds X Raffle items 12 6149 FMV 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 P. 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 2,359,981. Total expenses 2,359,981. Prof. fees - marketing, education: Program service expenses 927,920. Total expenses 927,920. Prof. fees - production : Program service expenses 1,867,397. Total expenses 1,867,397. Prof. fees - mgmt & general: Management and general expenses 190,174. Total expenses 190,174. Prof. fees - fundraising: Fundraising expenses 57,887. Total expenses 57,887. Form 990, Part XI, line 9: Change in value of pension liability under FASB 87 -169,712. 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 3803962 Cash Houston Symphony Endowment E 9374488 Loan guarantee