2021-06-08T16:48:34-05:00 2020-07-31 BDO USA LLP 301 Commerce Street Suite 2000 Fort Worth TX 76102 990 2019-08-01 756004761 Fort Worth Symphony Orchestra Association % BENNETT CEPAK FORT 8176656500 330 EAST 4TH STreet SUITE 200 FORT WORTH TX 761024019 BENNETT CEPAK Officer 8177382400 2021-05-10 true Jamie Eversole P00839244 8177382400 2021-05-10 2019 2022-09-23 18:48:47Z BENNETT CEPAK 330 EAST 4TH STreet SUITE 200 FORT WORTH TX 761024019 13433495 false X www.fwsymphony.org X 1929 TX Perform great symphonic music to educate, entertain, and enhance life. 67 67 312 260 0 0 3811896 4275352 5145766 3381519 3283988 966637 -34305 664652 12207345 9288160 0 0 0 0 8096741 8403282 0 0 544381 4774103 3788300 12870844 12191582 -663499 -2903422 30233145 29120810 2090860 3216698 28142285 25904112 X THE MISSION OF THE FORT WORTH SYMPHONY ORCHESTRA IS: - TO PERFORM GREAT SYMPHONIC MUSIC AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE TO EDUCATE, ENTERTAIN, AND ENHANCE CULTURAL LIFE. - TO PRESENT ENGAGING MUSIC EDUCATION PROGRAMS FOR YOUNG PEOPLE TO FOSTER EARLY INTEREST IN AND INSPIRE LIFELONG ENJOYMENT OF MUSIC. - TO ACHIEVE EVER-GREATER LEVELS OF ARTISTIC ACCOMPLISHMENT AND LEADERSHIP IN FORT WORTH AND ACROSS THE NATION. false false 6212305 2221687 SUBSCRIPTION CONCERTs - 69 CONCERTS WITH ATTENDANCE OF APPROXIMATELY 65,872 INCLUDES PERFORMANCES FOR COMMUNITY WIDE EVENTS AND PRESENTING GUEST ARTISTS AND FREE LECTURES. Fort Worth Symphony Orchestra Association's ability to perform live was sharply curtailed beginning in March 2020 due to the world-wide pandemic. 356797 127600 TOURING CONCERTS - PERFORMED 15 REGIONAL CONCERTS FOR COMMUNITIES WITHOUT A SYMPHONY; REACHED APPROXIMATELY 10,038 ADULTS AND CHILDREN INCLUDING MANY MINORITY POPULATIONS. Fort Worth Symphony Orchestra Association's community outreach was sharply curtailed beginning in March 2020. 577596 206564 EDUCATION CONCERTS - PERFORMED 27 CONCERTS FOR YOUTH THROUGHOUT THE AREA INCLUDING CONCERTS FOR PRESCHOOLERS, IN-SCHOOL CONCERTS AT AREA SCHOOLS, CONCERTS FOR 4TH AND 5TH GRADERS AND PERFORMED IN MINORITY NEIGHBORHOODS REACHING APPROXIMATELY 26,447. In March 2020, Fort Worth Symphony Orchestra Association introduced the digital music lab to continue music education outreach in virtual environments in response to the world-wide pandemic. 2308742 825668 Specials 2308742 825668 9455440 true true false false false false false false false true true false false true false false true false false false false false false false true true false false false true false false false false false false false false false false false false false false false false false true 102 0 true 312 true true true false false false false true true false false false false X 67 67 true false false false false false false true true false false true true true true true true true true false X BENNETT CEPAK 8176656500 330 EAST 4TH ST SUITE 200 Fort Worth TX 761024019 Miguel Harth-Bedoya Music Director 40.0 0.0 X 287056 0 13990 Dr Keith Cerny President and CEO 40.0 0.0 X 217654 0 8173 Michael Shih Musician 40.0 0.0 X 111769 0 0 Amy Roach Bailey Director 1.0 0.0 X 0 0 0 Mercedes T Bass Chairman of the Board 1.0 0.0 X X 0 0 0 Marvin E Blum Treasurer 1.0 0.0 X X 0 0 0 Ashli Blumenfeld Director 1.0 0.0 X 0 0 0 Victor J Boschini Jr Director 1.0 0.0 X 0 0 0 Mrs L O Brightbill III Director 0.0 0.0 X 0 0 0 Dr Leonard Day Director 1.0 0.0 X 0 0 0 Gail Cooke Director 1.0 0.0 X 0 0 0 Barbara A Cox Director 1.0 0.0 X 0 0 0 Juana-Rosa Daniell Director 1.0 0.0 X 0 0 0 Dr Ron Daniell Director 1.0 0.0 X 0 0 0 Mitzi Davis Director 1.0 0.0 X 0 0 0 Dr Asad Dean Director 1.0 0.0 X 0 0 0 Vance A Duffy Director 1.0 0.0 X 0 0 0 Mary Jeanne Dyess Director 1.0 0.0 X 0 0 0 Katie Farmer Director 1.0 0.0 X 0 0 0 Joan E Friedman Director 1.0 0.0 X 0 0 0 Gail Aronoff Granek Director 1.0 0.0 X 0 0 0 Barry L Green Director 1.0 0.0 X 0 0 0 Genie Guynn Director 1.0 0.0 X 0 0 0 Mrs James D Harper Director 1.0 0.0 X 0 0 0 Kathleen Hicks Director 1.0 0.0 X 0 0 0 The Rt Rev Sam B Hulsey Director 1.0 0.0 X 0 0 0 Robert L Jameson Director 1.0 0.0 X 0 0 0 Father Stephen Jasso Director 1.0 0.0 X 0 0 0 Dee J Kelly Jr Director 1.0 0.0 X 0 0 0 Sherry J Key Director 0.0 0.0 X 0 0 0 Teresa King Secretary 1.0 0.0 X X 0 0 0 Mollie L Lasater Director 1.0 0.0 X 0 0 0 Mary Hart Lipscomb Director 1.0 0.0 X 0 0 0 Priscilla W Martin Director 0.0 0.0 X 0 0 0 Louella Martin Director 1.0 0.0 X 0 0 0 Dr Stuart D McDonald Director 0.0 0.0 X 0 0 0 Ellen Messman Director 1.0 0.0 X 0 0 0 Frasher H Pergande Director 1.0 0.0 X 0 0 0 Don C Plattsmier Director 1.0 0.0 X 0 0 0 Mrs John V Roach II Director 1.0 0.0 X 0 0 0 Henry H Robinson Director 0.0 0.0 X 0 0 0 Jude Ryan Director 1.0 0.0 X 0 0 0 Jeff Schmeltekopf Chairman of the Exectutive Com 1.0 0.0 X X 0 0 0 Kal Silverberg Director 0.0 0.0 X 0 0 0 Dwayne Smith Director 1.0 0.0 X 0 0 0 Thomas L Smith Director 1.0 0.0 X 0 0 0 Kathleen B Stevens Director 1.0 0.0 X 0 0 0 Jonathan T Suder Director 1.0 0.0 X 0 0 0 Lon T Werner Director 0.0 0.0 X 0 0 0 Mrs Bobby J Wroten Director 1.0 0.0 X 0 0 0 Ronda Jones Stucker director 1.0 0.0 X 0 0 0 Tera Garvey Director 1.0 0.0 X 0 0 0 Aaron Howard Director 0.0 0.0 X 0 0 0 Alann Bedford Sampson Director 0.0 0.0 X 0 0 0 Colin McConnell Director 1.0 0.0 X 0 0 0 Dr John L Barnett Jr Director 0.0 0.0 X 0 0 0 Dr Till MacIvor Meyn Director 0.0 0.0 X 0 0 0 Joseph DeWoody Director 0.0 0.0 X 0 0 0 John B Giordano Director 0.0 0.0 X 0 0 0 Antonia Pryor Leavitt Director 1.0 0.0 X 0 0 0 Stathis Michaelides Director 1.0 0.0 X 0 0 0 Cara Owens Director 0.0 0.0 X 0 0 0 Ed Schollmaier Director 1.0 0.0 X 0 0 0 Marianne Auld Director 1.0 0.0 X 0 0 0 Peter Eyestone Director 1.0 0.0 X 0 0 0 Dotty Hall Director 1.0 0.0 X 0 0 0 Qiong Hulsey Director 1.0 0.0 X 0 0 0 Dana Porter Director 1.0 0.0 X 0 0 0 Carla Kemp Thompson Director 1.0 0.0 X 0 0 0 J W Wilson Director 1.0 0.0 X 0 0 0 616479 0 22163 3 false true false 0 17993 140391 1362 4115606 4275352 SUBSCRIPTION CONCERTS 711130 2221687 2221687 REGIONAL TOURING 711130 127600 127600 EDUCATIONAL CONCERTS 711130 206564 206564 SPECIALS 711130 825668 825668 3381519 542938 542938 0 0 0 0 0 4250965 3827266 423699 423699 856233 140391 271654 584579 584579 22450 46415 -23965 0 0 0 MISCELLANEOUS INCOME 900099 2538 2538 PAST SEASON INCOME 900099 101500 101500 104038 9288160 3485557 1127517 0 0 0 0 526873 409296 94062 23515 0 6629905 5150370 1183628 295907 0 1246504 1097191 119450 29863 0 0 0 0 0 0 121519 121519 234947 234947 506532 506532 0 0 0 462952 370362 92590 83107 83107 0 0 0 0 75522 7729 67793 0 PRODUCTION EXPENSES 2017421 2017421 CONCERTS IN THE GARDEN 139611 139611 DEVELOPMENT 102506 102506 OTHER 44183 44183 12191582 9455440 2191761 544381 611 0 1950651 1390804 1170681 444793 22238 49574 0 0 0 0 0 0 0 0 143085 628311 1620080 1288483 182563 331597 25266274 24802888 0 0 0 0 0 0 1497042 1472843 30233145 29120810 415265 179327 0 0 1675595 1447997 0 0 0 0 0 0 0 0 0 1589374 0 0 2090860 3216698 X 1178097 -759476 26964188 26663588 28142285 25904112 30233145 29120810 -2903422 665249 X false true X true false X 3875904 5863827 6145770 3041880 4134961 23062342 0 0 3875904 5863827 6145770 3041880 4134961 23062342 8373173 14689169 635411 723769 617075 584735 518739 3079729 0 7852 7693 32796 106480 104038 258859 26400930 26105263 0.55639 0.57466 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25740922 250000 103359 26094281 26275163 -534241 25740922 25157315 2519697 1398849 26278163 25107069 2719937 2672691 25154315 25309581 104570 858383 1165465 25107069 0.95780 0.04220 16138 12835 3303 485705 386291 99414 1118237 889357 228880 331597 10494745 665249 55029 336172 1056450 9438295 121519 -271654 -150135 9288160 12396746 55029 55029 12341717 121519 -271654 -150135 12191582 Part V, Line 4 Provide for orchestra's future by building an endowment which will supplement the orchestra's annual income in perpetuity. Part X, Line 2 THE ORGANIZATION IS EXEMPT FOR FEDERAL INCOME TAX PURPOSES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY UNRECOGNIZED TAX BENEFITS THAT SHOULD BE RECORDED. FOR THE YEARS ENDED JULY 31, 2020 AND 2019, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENTS OF ACTIVITIES RELATED TO TAXES. THE ORGANIZATION IS NOT UNDER EXAMINATION FOR TAX PURPOSES BY ANY JURISDICTION. TAX YEARS 2015 THROUGH PRESENT ARE SUBJECT TO EXAMINATION. Part XI, Line 4B - Other Adjustments Special Events Expenses < $ 271,654 > Part XII, Line 4B - Other Adjustments Special Events Expenses < $ 271,654 > Part XI, Line 2d - Other Adjustments Board Designated funds released from restrictions $ 336,172 Gala 996624 140391 856233 271654 0 996624 140391 856233 271654 271654 584579 22450 46415 true 1.00000 22450 46415 46415 -23965 TX false Texas allows nonprofits to conduct two raffles a year false true false 1.00000 Bennett Cepak VP FinanceCFO 330 EAST 4TH Street SUITE 200 Fort Worth TX 76102 false false X true true X X X X false false false false false false false false false Miguel Harth-Bedoya Music Director 287056 13990 301046 Dr Keith Cerny President and CEO 217654 8173 225827 Form 990, Part VI, Section A, Line 2 1) Henry Robinson, Director; Dee J. Kelly, Jr, Director - Partners in the law firm of Kelly, Hart and Hallman, Attorneys 2) Frasher Pergande, Director; Jude Ryan, Director - Family Members 3) Jean Roach, Director; Amy Roach, Director - Family Members 4) Adele Hart, Director; Mary Hart Lipscomb, Director - Family Members 5) Ron Daniell, Director; Juanna Rosa Daniell - Family Members Form 990, Part VI, Section B, Line 12C all members receive conflict of interest forms to be signed and submitted annually. Form 990, Part VI, Section B, Line 15 the personnel committee meets to review and approve compensation. Form 990, Part VI, Section C, Line 19 Form 990 is available at the guidestar website or available upon request to the asociation. governing documents, conflicts or interst policy, and financial statements are available upon request.