HOUSTON SYMPHONY SOCIETY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON SYMPHONY SOCIETY (EIN 74-1157373)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2020-01-28
- IRS object ID
- 202020289349301807
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-28T14:29:10-08:00 | ReturnTs |
| Tax Period End | 2019-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741157373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Symphony Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 7132244240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 Louisiana St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Condic | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2020-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John Mangum | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 Louisiana St 102 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,589,895 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.houstonsymphony.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1913 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 112 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 111 | VotingMembersIndependentCnt |
| Total Employee | 544 | TotalEmployeeCnt |
| Total Volunteers | 775 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $18,447,168 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,930,495 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,882,483 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,524,004 | CYProgramServiceRevenueAmt |
| PY Investment Income | $50,670 | PYInvestmentIncomeAmt |
| CY Investment Income | $50,810 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$204,456 | PYOtherRevenueAmt |
| CY Other Revenue | -$36,947 | CYOtherRevenueAmt |
| PY Total Revenue | $29,175,865 | PYTotalRevenueAmt |
| CY Total Revenue | $30,468,362 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,910,028 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,698,871 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $170,953 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $26,670 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,980,733 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,023,683 | PYOtherExpensesAmt |
| CY Other Expenses | $11,421,595 | CYOtherExpensesAmt |
| PY Total Expenses | $34,104,664 | PYTotalExpensesAmt |
| CY Total Expenses | $33,147,136 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,928,799 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,678,774 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,401,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,399,635 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,902,311 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,943,902 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$17,501,231 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$21,544,267 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $22,003,295 | ExpenseAmt |
| Revenue | $11,662,368 | RevenueAmt |
| Desc | Artistic EndeavorsMusic Director Andrs Orozco-Estrada began his fifth season at the helm of the Houston Symphony with a tour of 33 musicians to his home country of Colombia to commemorate the 31st anniversary of the Teatro Metropolitano in Medelln. Soloist Hilary Hahn joined the orchestra for the sold-out concert, performing Sibelius's ever-challenging Violin Concerto. Back home, the 201819 Season kicked off with its Opening Night program featuring the illustrious pianist Yuja Wang conquering Ravel's virtuosic Concerto for the Left Hand. September at the Symphony featured powerful works of reflection, including Mahler's Resurrection, sung by soprano Nicole Heaston, and Dvork's Stabat Mater, which included the Houston Symphony Chorus. Andrs continued his exploration of Charles Ives by programming one movement each from his Fourth Symphony onto four different concerts throughout the year, encouraging patrons to continually return to hear the full piece. The Season welcomed familiar favorites, such as Tchaikovsky's Violin Concerto and Brahmss Fourth Symphony; also featured were 20th Century nuances from Gershwins original jazz band score to Rhapsody in Blue and a semi-staged production of Kurt Weills The Seven Deadly Sins which highlighted the vocal talents of Storm Large. In March, the Symphony and Chorus presented Orffs visceral Carmina Burana. After each concert, guests ushered into the lobby to hear a DJ who remixed elements from the piece to create a modern house music version of the familiar work. The season concluded with another semi-staged production, this time Bartks riveting thriller, Bluebeards Castle. The cast included mezzo-soprano Michelle DeYoung and baritone Matthias Goerne while Adam Larsen designed the set of mesh curtains that draped the stage to create the series of doors pivotal to the piece's plot. The 201819 Classical Season saw the return of former music director Christoph Eschenbach, as well as a host of esteemed guest soloists including Itzhak Perlman, Joshua Bell, Letica Moreno, and Susan Graham. The season also premiered Jimmy Lpez Bellidos Aurora under the baton of the music director. Steven Reineke returned from his second season as Principal POPS conductor, kicking off the season with a glitzy homage to the wonder and excitement of Las Vegas. Vocalist and pianist Frankie Moreno performed a wide array of works from Frank Sinatra, the Beatles, and even Elvis. The season continued by welcoming Finnish a capella ensemble Rajaton for a tribute to ABBA. Also included this year were two films-to-live-orchestra, An American in Paris, featuring upbeat tunes by Gershwin, and the first installment of Star Wars, which was met with sold-out bravo by audiences. Broadway legend Ali Ewoldt ushered in holiday cheer with the Symphony and Chorus in December for its annual Very Merry Pops. For Valentines Day weekend, a trio of Broadway stars, Montego Glover, Capathia Jenkins, and NKenge, schmoozed audiences with romantic standards by the great Ella Fitzgerald, and in April beloved former conductor Michael Krajewski returned as the Cirque de la Symphonie troupe performed death-defying aerial stunts above the orchestra. The 201819 POPS Season also included a vintage weekend of 1980s hits and a musical journey of Broadway hits old and new. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,922,299 | ExpenseAmt |
| Revenue | $861,636 | RevenueAmt |
| Desc | Education and CommunityThe 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. Houston Symphony Education and Community Engagement programs served more than 200,000 Houstonians of all ages and backgrounds and represented an investment of $6.4 million, or over 18% of the annual organization budget, during the 201819 Season. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $27,925,594 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 142 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 544 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 112 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 111 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Condic CPA | PersonNm |
| Phone | 7132381465 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 Louisiana St 102 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (122 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Janet F Clark | |||||||||
| President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Steven P Mach | |||||||||
| Imm Past Pres | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Barbara B McCelvey | |||||||||
| Secretary | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Danielle C Batchelor | |||||||||
| Chair Pops Pgm | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Barbara Burger | |||||||||
| Chair Finance | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Brett Busby | |||||||||
| Chair Art./Orch | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Dr Mary Kathryn Campion | |||||||||
| Chair Pension | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bradley Corson | |||||||||
| Chair GLC | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Viviana Denechaud | |||||||||
| Chair Dev Comm | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tracy Dieterich | |||||||||
| Chair Comm Ptns | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mary Lynn Marks | |||||||||
| Chair Vol/Evts | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Billy McCartney | |||||||||
| Chair Education | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David R Pruner | |||||||||
| Chair Planning | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert Orr | |||||||||
| Co-Chr Planning | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Manolo Sanchez | |||||||||
| Chair Mkt Comm | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mike S Stude | |||||||||
| Chairman Emerit | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Paul R Morico | |||||||||
| General Counsel | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Maureen Higdon | |||||||||
| Pres-HS League | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Farida Abjani | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Adler | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ann Ayre | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marcia Backus | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Philip A Bahr | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Janice Barrow | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gary Beauchamp | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James Bell | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Devinder Bhatia | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marie Taylor Bosarge | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Nancy S Bratic | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Terry A Brown | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ralph Burch | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew Calder | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dougal A Cameron | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John T Cater | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael H Clark | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kelli Cohen Fein | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Evan D Collins | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew Davis | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Doherty | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Terry Everett | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey B Firestone | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eugene A Fong | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Julia A Frankel | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronald G Franklin | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Betsy Garlinger | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Allen M Gelwick | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Evan B Glick | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jennifer H Gravenor | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan A Hansen | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric J Haufrect | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gary L Hollingsworth | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian James | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joan Kaplan | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sippi Khurana | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| IR Kirk | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ulyesse J LeGrange | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rochelle Levit | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Carlos J Lpez | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cora Sue Mach | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Mann | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul M Mann | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rodney H Margolis | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jay Marks | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John N Matzer III | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jackie W Mazow | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alexander K McLanahan | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gary Mercer | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marilyn Miles | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Janet Moore | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bobbie Newman | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott S Nyquist | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Edward C Osterberg Jr | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Peiser | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas C Platt | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alexandra Pruner | |||||||||
| Endowment Pres | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Gloria G Pryzant | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Tadd Pullin | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Robbins | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J Hugh Roff Jr | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John Rydman | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Miwa Sakashita | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ed Schneider | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Helen P Shaffer | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael E Shannon | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Donna N Shen | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert B Sloan Jr | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jim R Smith | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Miles O Smith | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Tad Smith | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ishwaria Subbiah | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| L Proctor Thomas III | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| William Toomey II | |||||||||
| Governing Dir | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Shirley W Toomim | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew Truscott | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert B Tudor III | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Betty Tutor | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jesse B Tutor | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Judith Vincent | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Waisman | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Fredric A Weber | |||||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Diana Weil | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Weiner | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Vicki West | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Alkek Williams | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven J Williams | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank Wilson | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Edmond D Wulfe | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Wulfe | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David J Wuthrich | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ellen A Yarrell | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Yekovich | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank Yonish | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John Mangum | |||||||||
| CEO/Exec Dir | 38.00 | 2.00 | Yes (X) | $314,831 | $0 | $20,433 | |||
| Elizabeth Condic | |||||||||
| CFO | 36.00 | 4.00 | Yes (X) | $172,375 | $0 | $28,357 | |||
| Andres Orozco-Estrada | |||||||||
| Artistic Director | 40.00 | 0.00 | $430,750 | $0 | $28,382 | Yes (X) | |||
| Vicky Dominguez | |||||||||
| COO | 40.00 | 0.00 | $177,941 | $0 | $18,203 | Yes (X) | |||
| Trazanna Moreno | |||||||||
| CMO to Aug 2018 | 40.00 | 0.00 | $152,828 | $0 | $24,232 | Yes (X) | |||
| Mark Nuccio | |||||||||
| Musician | 40.00 | 0.00 | $215,923 | $0 | $34,762 | Yes (X) | |||
| Eric Halen | |||||||||
| Musician | 40.00 | 0.00 | $191,329 | $0 | $22,391 | Yes (X) | |||
| Brinton Smith | |||||||||
| Musician | 40.00 | 0.00 | $185,304 | $0 | $29,773 | Yes (X) | |||
| Jonathan Fischer | |||||||||
| Musician | 40.00 | 0.00 | $185,069 | $0 | $17,529 | Yes (X) | |||
| Mark Hughes | |||||||||
| Musician | 40.00 | 0.00 | $170,449 | $0 | $29,773 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,196,799 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $253,835 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Strike Marketing | |||||
| 906 Rutland Street | Houston | TX | 77008 | Marketing | $697,815 |
| Travtours Inc | |||||
| 71-703 Highway 111 2E | Rancho Mirage | CA | 92270 | Orchestra tour | $545,816 |
| Fndn for Jones Hall | |||||
| 55 Waugh Dr 601 | Houston | TX | 77007 | Bldg maint, security | $350,346 |
| Opus 3 Artists LLC | |||||
| 470 Park Ave S 9th Floor N | New York | NY | 10016 | Professional service | $308,422 |
| Infovine Inc | |||||
| 1100 W 23rd St 100 | Houston | TX | 77008 | Marketing, printing | $283,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,588,434 | FundraisingAmt |
| Related Organizations | $3,759,147 | RelatedOrganizationsAmt |
| Government Grants | $1,285,078 | GovernmentGrantsAmt |
| All Other Contributions | $11,297,836 | AllOtherContributionsAmt |
| Noncash Contributions | $344,729 | NoncashContributionsAmt |
| Total Contributions | $17,930,495 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Education, other programs | 711130 | $1,318,180 | $1,318,180 |
| Ticket sales | 711130 | $11,205,824 | $11,205,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,524,004 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,810 | TotalRevenueColumnAmt |
| Exclusion | $50,810 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,084,586 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,588,434 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,121,533 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$36,947 | TotalRevenueColumnAmt |
| Exclusion | -$36,947 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,468,362 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,524,004 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $13,863 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,525 | TotalAmt |
| Program Services | $531,131 | ProgramServicesAmt |
| Management And General | $247,680 | ManagementAndGeneralAmt |
| Fundraising | $119,714 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,460,073 | TotalAmt |
| Program Services | $13,551,391 | ProgramServicesAmt |
| Management And General | $553,998 | ManagementAndGeneralAmt |
| Fundraising | $1,354,684 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,207,909 | TotalAmt |
| Program Services | $1,074,985 | ProgramServicesAmt |
| Management And General | $28,703 | ManagementAndGeneralAmt |
| Fundraising | $104,221 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,900,143 | TotalAmt |
| Program Services | $2,403,256 | ProgramServicesAmt |
| Management And General | $212,753 | ManagementAndGeneralAmt |
| Fundraising | $284,134 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232,221 | TotalAmt |
| Program Services | $1,052,417 | ProgramServicesAmt |
| Management And General | $55,595 | ManagementAndGeneralAmt |
| Fundraising | $124,209 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,323 | TotalAmt |
| Program Services | $5,421 | ProgramServicesAmt |
| Management And General | $39,902 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,559 | TotalAmt |
| Management And General | $74,559 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,670 | TotalAmt |
| Fundraising | $26,670 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,163,577 | TotalAmt |
| Program Services | $3,914,078 | ProgramServicesAmt |
| Management And General | $134,395 | ManagementAndGeneralAmt |
| Fundraising | $115,104 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,121,017 | TotalAmt |
| Program Services | $1,115,510 | ProgramServicesAmt |
| Fundraising | $5,507 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,107,591 | TotalAmt |
| Program Services | $971,651 | ProgramServicesAmt |
| Management And General | $16,311 | ManagementAndGeneralAmt |
| Fundraising | $119,629 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,866 | TotalAmt |
| Program Services | $189,392 | ProgramServicesAmt |
| Management And General | $57,327 | ManagementAndGeneralAmt |
| Fundraising | $66,147 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $964,182 | TotalAmt |
| Program Services | $877,896 | ProgramServicesAmt |
| Management And General | $79,947 | ManagementAndGeneralAmt |
| Fundraising | $6,339 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,840 | TotalAmt |
| Program Services | $614,316 | ProgramServicesAmt |
| Management And General | $22,465 | ManagementAndGeneralAmt |
| Fundraising | $14,059 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,322 | TotalAmt |
| Program Services | $7,334 | ProgramServicesAmt |
| Management And General | $6,636 | ManagementAndGeneralAmt |
| Fundraising | $7,352 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,747 | TotalAmt |
| Management And General | $536,747 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,381 | TotalAmt |
| Program Services | $228,232 | ProgramServicesAmt |
| Management And General | $17,260 | ManagementAndGeneralAmt |
| Fundraising | $5,889 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,312 | TotalAmt |
| Program Services | $124,675 | ProgramServicesAmt |
| Management And General | $46,896 | ManagementAndGeneralAmt |
| Fundraising | $20,741 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Production materials/ equip | $793,422 | $793,422 | ||
| Patron Cultivation | $580,308 | $139,583 | $4,902 | $435,823 |
| Merchant fees | $408,673 | $302,475 | $18,403 | $87,795 |
| Other expenses | $197,475 | $28,429 | $86,330 | $82,716 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,147,136 | TotalAmt |
| Program Services | $27,925,594 | ProgramServicesAmt |
| Management And General | $2,240,809 | ManagementAndGeneralAmt |
| Fundraising | $2,980,733 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,220 | BOYAmt |
| EOY | $137,194 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,425,630 | BOYAmt |
| EOY | $6,537,570 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $704,177 | BOYAmt |
| EOY | $384,662 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,585 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,025,861 | BOYAmt |
| EOY | $509,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,273,195 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,442,467 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,077,607 | BOYAmt |
| EOY | $830,728 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,401,080 | BOYAmt |
| EOY | $8,399,635 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,443,375 | BOYAmt |
| EOY | $1,727,981 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,064,377 | BOYAmt |
| EOY | $4,059,096 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,187,695 | BOYAmt |
| EOY | $15,678,482 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,206,864 | BOYAmt |
| EOY | $8,478,343 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,902,311 | BOYAmt |
| EOY | $29,943,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$20,071,988 | BOYAmt |
| EOY | -$24,624,337 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,570,757 | BOYAmt |
| EOY | $3,080,070 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$17,501,231 | BOYAmt |
| EOY | -$21,544,267 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,401,080 | BOYAmt |
| EOY | $8,399,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,678,774 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1,364,262 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,062,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,418,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,024,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,447,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,930,495 | CurrentTaxYearAmt |
| Total | $97,883,552 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,062,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,418,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,024,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,447,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,930,495 | CurrentTaxYearAmt |
| Total | $97,883,552 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $31,832,206 | SubstantialContributorsTotAmt |
| Public Support Total170 | $66,051,346 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $42,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,810 | CurrentTaxYearAmt |
| Total | $234,461 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $98,118,013 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $55,168,007 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,888,296 | BeginningYearBalanceAmt |
| Contributions | $332,720 | ContributionsAmt |
| Investment Earnings Or Losses | $2,010,118 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,759,147 | OtherExpendituresAmt |
| End Year Balance | $75,471,987 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,610,515 | BeginningYearBalanceAmt |
| Contributions | $352,019 | ContributionsAmt |
| Investment Earnings Or Losses | $5,996,874 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,071,112 | OtherExpendituresAmt |
| End Year Balance | $76,888,296 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,640,980 | BeginningYearBalanceAmt |
| Contributions | $553,844 | ContributionsAmt |
| Investment Earnings Or Losses | $6,524,797 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,109,106 | OtherExpendituresAmt |
| End Year Balance | $74,610,515 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,501,151 | BeginningYearBalanceAmt |
| Contributions | $4,109,801 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,437,539 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,532,433 | OtherExpendituresAmt |
| End Year Balance | $72,640,980 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,729,642 | BeginningYearBalanceAmt |
| Contributions | $3,711,580 | ContributionsAmt |
| Investment Earnings Or Losses | $2,331,320 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,271,391 | OtherExpendituresAmt |
| End Year Balance | $75,501,151 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00010 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99080 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00910 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,915 | OtherCostOrOtherBasisAmt |
| Book Value | $16,915 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $284,878 | OtherCostOrOtherBasisAmt |
| Depreciation | $279,186 | DepreciationAmt |
| Book Value | $5,692 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,842,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,063,568 | DepreciationAmt |
| Book Value | $779,159 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,675 | OtherCostOrOtherBasisAmt |
| Depreciation | $99,713 | DepreciationAmt |
| Book Value | $28,962 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $830,728 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued pension liability | $7,186,613 |
| Due to affiliated organization | $1,291,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,478,343 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| SD&A Teleservices Inc | ||||||||
| 5757 W Century Blvd 300 | Los Angeles | CA | 90045 | Telefundng | false | $32,760 | $18,096 | $14,664 |
| DCM | ||||||||
| 330 W 38th St 207 | New York | NY | 10018 | Telefundng | false | $8,574 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $32,760 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $26,670 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $14,664 | TotalNetToOrganizationAmt |
| Licensed States | TX | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Ball | Event1Nm |
| Gross Receipts Event1 | $1,257,134 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $841,603 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $415,531 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $155,406 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $48,630 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $306,696 | OtherDirectExpensesEvent1Amt |
| Event2 | Opening Night | Event2Nm |
| Gross Receipts Event2 | $734,378 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $323,128 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $411,250 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $126,613 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,990 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $201,333 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $681,508 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $423,703 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $257,805 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $13,547 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $124,927 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,660 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $133,231 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,673,020 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,588,434 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,084,586 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,047 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $406,946 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $55,280 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $641,260 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,121,533 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$36,947 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt |
|---|---|---|---|---|---|
| Andres Orozco-Estrada | |||||
| Artistic Director | $116,635 | $314,115 | $28,382 | $459,132 | |
| Brinton Smith | |||||
| Musician | $185,304 | $23,271 | $215,077 | $6,502 | |
| Elizabeth Condic | |||||
| CFO | $172,375 | $27,523 | $200,732 | $834 | |
| Eric Halen | |||||
| Musician | $191,329 | $15,889 | $213,720 | $6,502 | |
| John Mangum | |||||
| CEO/Exec Dir | $290,186 | $24,645 | $20,433 | $335,264 | |
| Jonathan Fischer | |||||
| Musician | $185,069 | $11,027 | $202,598 | $6,502 | |
| Mark Hughes | |||||
| Musician | $170,449 | $23,271 | $200,222 | $6,502 | |
| Mark Nuccio | |||||
| Musician | $215,923 | $28,382 | $250,685 | $6,380 | |
| Trazanna Moreno | |||||
| CMO to Aug 2018 | $125,890 | $26,938 | $19,629 | $177,060 | $4,603 |
| Vicky Dominguez | |||||
| COO | $177,941 | $11,033 | $196,144 | $7,170 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | The Society paid dues/entertainment costs to The Coronado Club on behalf of John Mangum during the fiscal year for a total $25,236.34 (of which $13,140.50 was membership fees). This amount was not treated as taxable compensation. Due to the social aspect of his position as CEO, these benefits are customary and necessary. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Rand Group | |||
| Owned by Gov Dir | $100,385 | IT services | false |
| CCM LP | |||
| Owned by Gov Dir | $332,790 | Rent | false |
| Betsy Cook Weber | |||
| Trustee Spouse | $51,923 | Compensation | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $116,721 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Auction items | 198 | $212,025 | FMV |
| Yes (X) | Raffle items | 13 | $15,983 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee | There shall be an Executive Committee of the Society composed of not more than fifteen of the Governing Directors of the Society, exclusive of ex-officio members. The Executive Committee shall consist 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 shall have 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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Joan Kaplan, Governing Director & Trustee and Rodney Margolis, Governing Director and Trustee have a family relationship. Betty Tutor, Governing Director & 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, Governing Director and Trustee have a family relationship. Janice Barrow, Governing Director and Lifetime Trustee and Barbara McCelvey, Governing Director and Trustee have a family relationship. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | 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, Line 11b: Form 990 Review Process | 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 the Form 990 with the IRS. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management | Annually the Human Resources staff obtains salary surveys for both the Houston area and orchestras of a similar budget size. The Senior Human Resources Manager then shares the information with the Board President. The Compensation Committee, consisting of the Board President, Board Chairman, 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. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Annually the Senior Human Resources Manager obtains salary surveys for both the Houston area and the Symphony universe. The Director then shares the information with the Board President. The Compensation Committee, consisting of the Board President, Board Chairman, and any other members as may be appointed by the Executive Committee, are responsible for approving the compensation packages for the Chief Financial Officer and other key employees. Budget constraints are taken into account. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The audited financial statements and Form 990 are available on the Houston Symphony website. Governing documents are available upon request through the Symphony offices. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Change in value of pension liability under FASB 87 = -$1364262 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Houston Symphony Endowment | |||||||||||
| 615 Louisiana St 102 | Houston | TX | 77002 | 208350227 | Support the Houston Symphony | TX | 501(c)(3) | 12a, Type I | Houston Symphony Society | Yes (true) | |
| Foundation for Jones Hall | |||||||||||
| 55 Waugh Dr 601 | Houston | TX | 77007 | 760202646 | Restore Jones Hall | TX | 501(c)(3) | 12a, Type I | false | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Houston Symphony Endowment | ||
| c | $3,759,147 | Cash |
| Houston Symphony Endowment | ||
| e | $15,678,482 | Loan garantee |
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