2020-07-13T14:59:17-05:00 2019-08-31 742606559 AKIN DOHERTY KLEIN & FEUGE PC 8610 N NEW BRAUNFELS SUITE 101 SAN ANTONIO TX 78217 990 2018-09-01 741185669 SYMPHONY SOCIETY OF SAN ANTONIO SYMP 2105541000 115 AUDITORIUM CIRCLE NO B7 SAN ANTONIO TX 78205 COREY COWART EXECUTIVE DIRECTOR 2105541000 2020-07-09 1 SUSAN VALDEZ P00187817 2108291300 108.87.96.33 2020-07-09 12:11:58 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C2B74417BF8436119A15860130CCBBFEFC828188 2018 2020-09-23 17:36:50Z COREY COWART 115 AUDITORIUM CIRCLE B7 SAN ANTONIO TX 78205 6185597 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 30 0 0 0 3343868 3645414 2135541 2329039 49553 23092 526756 66125 6055718 6063670 0 0 0 0 2630492 4959268 0 0 217768 2622584 3155422 5253076 8114690 802642 -2051020 3987800 3059278 1404285 2554010 2583515 505268 X THE SAN ANTONIO SYMPHONY'S MISSION IS TO DELIGHT, ENGAGE, AND INSPIRE THE ENTIRE COMMUNITY THROUGH EXCELLENT PERFORMANCE, EDUCATION, AND OUTREACH. 0 0 7122910 2334716 DURING THE 2018-19 SEASON, THE SYMPHONY SOCIETY OF SAN ANTONIO (DBA SAN ANTONIO SYMPHONY) PERFORMED 28 CLASSICS SERIES CONCERTS; 14 POPS SERIES CONCETS; SIX MOVIE SERIES CONCERTS A SIDE-BY-SIDE PERFORMANCE WITH THE PHILHARMONIC ORCHESTRA OF YOUTH ORCHESTRAS OF SAN ANTONIO; AND 22 YOUNG PEOPLE'S CONCERTS. THIS SEASON, WE PRESENTED OUR ARTIST IN RESIDENCE VERONICA WILLIAMS, A LOCAL MEZZO-SOPRANO WITH BUDDING NATIONAL RECOGNITION FOR HER POIGNANT AND INSPIRING PERFORMANCES.OUR 2018-19 COMMUNITY OUTREACH ACTIVITIES FEATURED SPECIAL PRESENTATIONS AND PERFORMANCES ACROSS SAN ANTONIO AND SURROUNDING AREAS. IN MAY 2019, WE PRESENTED OUR PATRIOTIC POPS PROGRAM AT BROOKS AIRFORCE BASE AS A FREE COMMUNITY CONCERT. IN TOTAL, 43 COMMUNITY OUTREACH PRESENTATIONS AND PERFORMANCES WERE CONDUCTED, INCLUDING 30 SAN ANTONIO PUBLIC LIBRARY COMMUNITY CONCERTS.IN JULY 2018, TEN SELECT PERFORMANCES FROM THE 2017-2018 CLASSICS SERIES BEGAN AIRING ON TEXAS PUBLIC RADIO'S (TPR)STATATIONS KPAC 88.3FM AND KTXI 90.1FM IN TPR'S "PERFORMANCE SATURDAY" PROGRAM, WHICH HIGHLIGHTS LOCALLY RECORDED CLASSICAL CONCERTS. THESE SUMMER BROADCASTS PLAY AN INSTRUMENTAL ROLE IN MAINTAINING OUT CONNECTION TO THE COMMUNITY DURING THE OFF-SEASON. WE PERFORMED EDUCATIONAL YOUNG PEOPLE'S CONCERTS FOR 35,346 STUDENTS; IN TOTAL MORE THAN 39,000 STUDENTS, TEACHERS, AND PARENT HOMESCHOOL EDUCATORS ATTENDED THE CONCERTS. OF THESE STUDENTS, 66% ATTEND TITLE I DESIGNATED SCHOOLS WITH HIGH POPULATIONS OF AT RISK AND ECONOMICALLY DISADVANTAGED STUDENTS. OVER 16,000 STUDENTS ATTENDED THE YOUNG PEOPLE'S CONCERTS AS A RESULT OF TRANSPORTATION ASSISTANCE THAT WE PROVIDE TO THE SCHOOLS. OVER 400 PUBLIC, PRIVATE, AND HOME SCHOOLS WERE SERVED BY THE 2018-19 YPC PROGRAMMING. ADDITIONALLY, OVER 4,400 STUDENTS WERE SERVED DUE TO THREE SATELLITE YPC CONCERTS ADDED IN LOCAL HIGH SCHOOLS DURING THE 2018-19 SEASON. AS PART OF OUR EDUCATIONAL PROGRAMMING, THE SYMPHONY CONDUCTED IN-SCHOOL DOCENT VISITS, PERFORMANCES, MASTERCLASSES AND GROUP INSTRUCTION SECTIONALS AT 51 AREA SCHOOLS AND UNIVERSITIES. WE OFFERED SEVEN OPEN REHEARSALS FOR AREA UNIVERSITY, MIDDLE, AND HIGH SCHOOL MUSIC STUDENTS AND OTHERS, WITH 4,800 STUDENTS ATTENDED. WE PRESENTED A MASTER CLASS WITH AUGUSTIN HADELICH, ENABLING GIFTED LOCAL STUDENTS TO RECEIVE TRAINING FROM ONE OF THE WORLD'S MOST RENOWNED VIOLINISTS; 120 AREA RESIDENTS, INCLUDING MUSIC EDUCATORS AND STUDENTS, CAME TO OBSERVE AND LEARN. 7122910 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 39 0 1 30 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 BOARD MEMBER 2.50 X 0 0 0 LAUREN EBERHART BOARD MEMBER (MUSCIAN REP) 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 BOARD MEMBER (MASTERSINGERS REP) 17.50 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 BOARD MEMBER (MUSCIAN REP) 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 BOARD MEMBER (MUSCIAN REP) 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 COREY COWART EXECUTIVE DIRECTOR 37.50 X 0 0 0 KARINA BHARNE FORMER INTERIM EXECUTIVE DIRECTOR 37.50 X 54544 0 0 SEBASTIAN LANG-LESSING MUSIC DIRECTOR 37.50 X 268833 0 37948 323377 0 37948 1 0 1 0 0 1286500 2358914 12050 3645414 PERFORMANCE INCOME 711130 2329039 2329039 2329039 23092 23092 182375 121927 60448 60448 MISCELLANEOUS INCOME 711130 5677 5677 5677 6063670 2334716 0 83540 430308 418048 12260 3553876 3185416 214718 153742 579092 537369 30146 11577 395992 366607 18033 11352 425443 71990 333567 19886 279114 265232 13882 88753 68032 20721 14919 7911 6707 301 23951 23951 14610 14610 GUEST ARTIST AND SUB MU 867043 867043 CONCERT PRODUCTION COST 832797 832797 OTHER EXPENSES 302931 255534 45346 2051 INSTRUMENT & MUSIC 108914 108914 196947 138017 53953 4977 8114690 7122910 774012 217768 281395 47386 276078 30073 1026953 881051 159154 74998 407734 294566 123388 113168 2120832 1912602 3987800 3059278 401444 646167 1002841 907843 300000 700000 1404285 2554010 X -188339 -1423768 1452841 531753 1319013 1397283 2583515 505268 3987800 3059278 X -2051020 -16686 -10541 0 X 0 1 X 1 0 X 3549617 5329747 4556781 3343868 3645414 20425427 3549617 5329747 4556781 3343868 3645414 20425427 20425427 34683 10763 12447 49553 27935 135381 12246 19045 28757 600 5490 66138 20626946 0.99020 0.98980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2051993 50304 212426 1889871 1981609 111305 40921 2051993 1865581 145783 29755 1981609 1860768 1500 61338 58025 1865581 2028882 5050 -110550 62614 1860768 1 0 4390 4390 403344 294566 108778 113168 FUNDS HELD IN TRUST 1889871 BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY UNITRUST 17411 DEPOSITS 5320 1912602 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. 182375 182375 44263 77664 182375 182375 44263 77664 121927 60448 X 1 1 X X 0 0 0 0 0 0 0 0 0 SEBASTIAN LANG-LESSING MUSIC DIRECTOR 268833 0 0 0 0 0 0 0 37948 0 306781 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 90000 90000 0 0 0 TADDY MCALLISTER BOARD MEMBER SHORT-TERM LOAN X 10000 10000 0 0 0 300000 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 EMPLOYEMENT 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.