2022-02-23T16:05:28-06:00 2021-06-30 742606559 ADKF PC 8610 N NEW BRAUNFELS SUITE 101 SAN ANTONIO TX 78217 990 2020-09-01 741185669 SYMPHONY SOCIETY OF SAN ANTONIO SYMP 2105541000 115 AUDITORIUM CIRCLE NO B7 SAN ANTONIO TX 78205 COREY COWART EXECUTIVE DIRECTOR 2105541000 2022-01-25 1 COREY COWART 999009999 SUSAN VALDEZ P00187817 2108291300 2022-01-25 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z COREY COWART 115 AUDITORIUM CIRCLE B7 SAN ANTONIO TX 78205 4123670 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. 29 29 226 50 0 0 3934352 3644072 1290647 269088 15377 71166 222 97035 5240598 4081361 0 0 0 0 4982860 1870209 0 0 274176 1887574 1120388 6870434 2990597 -1629836 1090764 2271504 2825764 3249331 2427842 -977827 397922 THE SAN ANTONIO SYMPHONY'S MISSION IS TO DELIGHT, ENGAGE, AND INSPIRE THE ENTIRE COMMUNITY THROUGH EXCELLENT PERFORMANCE, EDUCATION, AND OUTREACH. 0 0 2109828 312864 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. THE SAN ANTONIO SYMPHONY GIVES MORE THAN 100 PERFORMANCES ANNUALLY, INCLUDING CLASSICS, POPS, EDUCATIONAL PROGRAMS, MOVIE CONCERTS, AND PERFORMANCES WITH OUR FELLOW RESIDENT OPERA AND BALLET COMPANIES. WITH MORE THAN 70 PROFESSIONAL MUSICIANS, THE SYMPHONY SERVES OVER 130,000 PEOPLE PER YEAR INCLUDED IN THAT TOTAL IS OVER 50,000 STUDENTS. COVID-19 SHORTENED THE SEASON TO FEBRUARY 2021 THROUGH JUNE 2021 AND LIMITED THE SIZE OF THE AUDIENCES. 2109828 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 226 1 0 0 0 0 0 0 0 0 0 0 X 29 29 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 ERNEST BROMLEY BOARD MEMBER 2.50 X 0 0 0 ERIC DUPRE VICE-CHAIR 2.50 X X 0 0 0 LAUREN EBERHART MUSICIAN 17.50 X 0 0 0 JEFFREY GALT BOARD MEMBER 2.50 X 0 0 0 SUSAN FOX-HARRIS BOARD MEMBER 2.50 X 0 0 0 JOSEPH JARMON BOARD MEMBER 2.50 X 0 0 0 VICKIE KINDER BOARD MEMBER 2.50 X 0 0 0 ROBERT KNAPP BOARD MEMBER 2.50 X 0 0 0 ALFREDO LA ROSA TREASURER 2.50 X X 0 0 0 CINDY MARINI SECRETARY 2.50 X X 0 0 0 TADDY MCALLISTER BOARD MEMBER 2.50 X 0 0 0 KATHRYN GLASS HARIG BOARD MEMBER 2.50 X 0 0 0 RYAN MURPHY MUSICIAN 17.50 X 0 0 0 MICHAEL OZER BOARD MEMBER 2.50 X 0 0 0 DIANE PERSELLIN BOARD MEMBER 2.50 X 0 0 0 BRIAN PETKOVICH MUSICIAN 17.50 X 0 0 0 KAREN POZZA BOARD MEMBER 2.50 X 0 0 0 BEVERLY PURCELL-GUERRA BOARD MEMBER 2.50 X 0 0 0 RITCHIE SPENCE BOARD MEMBER 2.50 X 0 0 0 FRANK STENGER-CASTRO BOARD MEMBER 2.50 X 0 0 0 SHEILA SWARTZMAN BOARD MEMBER 2.50 X 0 0 0 DON THOMAS BOARD MEMBER 2.50 X 0 0 0 KATHLEEN WEIR VALE CHAIR 2.50 X X 0 0 0 DIDI WEINBLATT BOARD MEMBER 2.50 X 0 0 0 JAMES WATERS BOARD MEMBER 2.50 X 0 0 0 GINI GARCIA BOARD MEMBER 2.50 X 0 0 0 MARGUERITE MCCORMICK BOARD MEMBER 2.50 X 0 0 0 STACY PHILLIPPE BOARD MEMBER 2.50 X 0 0 0 COREY COWART EXECUTIVE DIRECTOR 37.50 X 144380 0 0 144380 0 0 1 0 0 0 0 1637461 2006611 3644072 PERFORMANCE INCOME 711130 269088 269088 269088 27409 27409 60171 16414 43757 43757 43757 122911 25895 97016 97016 MISCELLANEOUS INCOME 711130 19 19 19 4081361 312864 0 124425 144380 108285 36095 1096065 735199 253481 107385 482989 434106 33626 15257 146775 113387 22431 10957 281267 61229 125496 94542 66440 35255 31185 88277 23744 49683 14850 54795 28364 26431 500 500 22618 22618 8134 8134 GUEST ARTIST AND SUB MU 234285 234285 CONCERT PRODUCTION COST 194444 194444 LICENSES & FEES 108386 79788 28598 INSTRUMENT & MUSIC 61242 61242 2990597 2109828 606593 274176 21825 153521 116481 264556 4958 0 89906 88378 403344 314581 96897 88763 1941437 2230546 2271504 2825764 575083 503624 220348 499010 420000 0 800000 261605 1233900 1163603 3249331 2427842 X -3018434 -1935492 2040607 2333414 -977827 397922 2271504 2825764 1090764 284985 0 X X 0 1 X 1 0 X 4556781 3343868 3645414 3934352 3644072 19124487 4556781 3343868 3645414 3934352 3644072 19124487 19124487 12447 49553 27935 15377 0 105312 28757 600 5490 34847 19264646 1542598 0.99270 0.99190 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 E, HAS ONLY THE ALLOCATION FOR THE 10 MONTHS ENDING JUNE 30, 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1936117 344755 53105 2225226 1889871 152658 106412 1936117 2051993 50304 212426 1889871 1981609 111305 40921 2051993 1865581 145783 29755 1981609 1 0 403344 314581 88763 88763 FUNDS HELD IN TRUST 2225226 DEPOSITS 5320 2230546 X 4420143 284985 53797 338782 4081361 0 4081361 3044394 53797 53797 2990597 0 2990597 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 88580 22960 65620 88580 22960 65620 VIRTUAL GALA 122911 122911 25895 122911 122911 25895 25895 97016 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. ROBERT V KNAPP BOARD MEMBER LONG-TERM LOAN X 200000 0 0 0 1 KATHLEEN WEIR VALE BOARD MEMBER SHORT-TERM LOAN X 245000 0 0 0 1 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