2021-04-07T14:15:00-05:00 2020-08-31 742606559 ADKF PC 8610 N NEW BRAUNFELS SUITE 101 SAN ANTONIO TX 78217 990 2019-09-01 741185669 SYMPHONY SOCIETY OF SAN ANTONIO SYMP 2105541000 115 AUDITORIUM CIRCLE NO B7 SAN ANTONIO TX 78205 COREY COWART EXECUTIVE DIRECTOR 2105541000 2021-03-22 1 SUSAN VALDEZ P00187817 2108291300 2021-03-22 2019 2022-09-23 18:48:47Z COREY COWART 115 AUDITORIUM CIRCLE B7 SAN ANTONIO TX 78205 5240598 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. 28 28 300 100 0 0 3645414 3934352 2329039 1290647 23092 15377 66125 222 6063670 5240598 0 0 0 0 4959268 4982860 0 0 302385 3155422 1887574 8114690 6870434 -2051020 -1629836 3059278 2271504 2554010 3249331 505268 -977827 THE SAN ANTONIO SYMPHONY'S MISSION IS TO DELIGHT, ENGAGE, AND INSPIRE THE ENTIRE COMMUNITY THROUGH EXCELLENT PERFORMANCE, EDUCATION, AND OUTREACH. 0 0 5806433 1290869 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. 5806433 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 49 0 1 300 1 0 0 0 0 0 0 0 0 0 0 X 28 28 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 AMY HARDBERGER 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 MARGARET MIRELES 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 RICHIE SPENCE BOARD MEMBER 2.50 X 0 0 0 FRANK STENGER-CASTRO VICE-CHAIR 2.50 X X 0 0 0 SHEILA SWARTZMAN BOARD MEMBER 2.50 X 0 0 0 DON THOMAS BOARD MEMBER 2.50 X 0 0 0 MARK TOLLEY 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 LYNNE WILKERSON SECRETARY 2.50 X 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 145765 0 5160 SEBASTIAN LANG LESSING MUSIC DIRECTOR 37.50 X 237373 0 14206 383138 0 19366 2 0 1 0 0 1114598 2819754 3934352 PERFORMANCE INCOME 711130 1290647 1290647 1290647 15377 15377 MISCELLANEOUS INCOME 711130 222 222 222 5240598 1290869 0 15377 383137 365645 17492 3501385 3068069 319826 113490 723356 646836 63513 13007 374982 335478 28688 10816 305414 20364 167037 118013 124003 103294 20709 61343 34765 26578 2203 2166 37 60710 60710 11881 11881 GUEST ARTIST AND SUB MU 529655 529655 CONCERT PRODUCTION COST 438458 438458 LICENSES & FEES 136800 99775 37000 25 INSTRUMENT & MUSIC 85814 85814 131293 76114 28891 26288 6870434 5806433 761616 302385 47386 21825 30073 116481 881051 4958 74998 89906 403344 306447 113168 96897 1912602 1941437 3059278 2271504 646167 575083 907843 220348 300000 420000 800000 700000 1233900 2554010 3249331 X -1423768 -3018434 1929036 2040607 505268 -977827 3059278 2271504 X -1629836 146741 0 X 0 1 X 1 0 X 5329747 4556781 3343868 3645414 3934352 20810162 5329747 4556781 3343868 3645414 3934352 20810162 20810162 10763 12447 49553 27935 15377 116075 19045 28757 600 5490 53892 20980129 1290647 0.99190 0.99020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1889871 152658 106412 1936117 2051993 50304 212426 1889871 1981609 111305 40921 2051993 1865581 145783 29755 1981609 1860768 1500 61338 58025 1865581 0.69000 0.31000 1 0 403344 306447 96897 96897 FUNDS HELD IN TRUST 1936117 DEPOSITS 5320 1941437 X 5491484 146741 104145 250886 5240598 0 5240598 6974579 104145 104145 6870434 0 6870434 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 1 X X 0 0 0 0 0 0 0 0 0 COREY COWART EXECUTIVE DIRECTOR 145765 0 0 0 0 0 0 0 5160 0 150925 0 0 0 SEBASTIAN LANG LESSING MUSIC DIRECTOR 237373 0 0 0 0 0 0 0 14206 0 251579 0 0 0 ROBERT V KNAPP BOARD MEMBER LONG-TERM LOAN X 200000 200000 0 0 1 KATHLEEN WEIR VALE BOARD MEMBER SHORT-TERM LOAN X 245000 220000 0 0 1 420000 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 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST 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 XI, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTE AND FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.