2020-01-28T14:29:10-08:00 2019-05-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990 2018-06-01 741157373 Houston Symphony Society HOUS 7132244240 615 Louisiana St Houston TX 77002 Elizabeth Condic CFO 2020-01-28 true Barbara Murphy P01386215 7134395739 2018 2020-09-22 18:59:49Z John Mangum 615 Louisiana St 102 Houston TX 77002 31589895 false false X www.houstonsymphony.org X 1913 TX 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. 112 111 544 775 0 18447168 17930495 10882483 12524004 50670 50810 -204456 -36947 29175865 30468362 0 0 21910028 21698871 170953 26670 2980733 12023683 11421595 34104664 33147136 -4928799 -2678774 10401080 8399635 27902311 29943902 -17501231 -21544267 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. false false 22003295 11662368 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. 5922299 861636 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. 27925594 true true false false false false false false false true true false false false true false false true false false false false false true true false false false false true false false false false false false false false false true true true false false false false true true true false false true 142 0 true 544 true false false false false false false true true false 0 false false false false false false false false false false false false X 112 111 true false false false true true false true true false false true true true true true true true true false X X Elizabeth Condic CPA 7132381465 615 Louisiana St 102 Houston TX 77002 Janet F Clark President 4.00 0.00 X X 0 0 0 Steven P Mach Imm Past Pres 4.00 0.00 X X 0 0 0 Barbara B McCelvey Secretary 4.00 0.00 X X 0 0 0 Danielle C Batchelor Chair Pops Pgm 4.00 0.00 X X 0 0 0 Barbara Burger Chair Finance 4.00 0.00 X X 0 0 0 Brett Busby Chair Art./Orch 4.00 0.00 X X 0 0 0 Dr Mary Kathryn Campion Chair Pension 4.00 0.00 X 0 0 0 Bradley Corson Chair GLC 4.00 0.00 X X 0 0 0 Viviana Denechaud Chair Dev Comm 4.00 0.00 X X 0 0 0 Tracy Dieterich Chair Comm Ptns 4.00 0.00 X X 0 0 0 Mary Lynn Marks Chair Vol/Evts 4.00 0.00 X X 0 0 0 Billy McCartney Chair Education 4.00 0.00 X X 0 0 0 David R Pruner Chair Planning 4.00 0.00 X X 0 0 0 Robert Orr Co-Chr Planning 4.00 0.00 X X 0 0 0 Manolo Sanchez Chair Mkt Comm 4.00 0.00 X X 0 0 0 Mike S Stude Chairman Emerit 4.00 0.00 X X 0 0 0 Paul R Morico General Counsel 4.00 0.00 X X 0 0 0 Maureen Higdon Pres-HS League 4.00 0.00 X X 0 0 0 Farida Abjani Governing Dir 2.00 0.00 X 0 0 0 Michael Adler Governing Dir 2.00 0.00 X 0 0 0 Ann Ayre Trustee 2.00 0.00 X 0 0 0 Marcia Backus Governing Dir 2.00 0.00 X 0 0 0 Philip A Bahr Trustee 2.00 0.00 X 0 0 0 Janice Barrow Governing Dir 2.00 0.00 X 0 0 0 Gary Beauchamp Governing Dir 2.00 0.00 X 0 0 0 James Bell Trustee 2.00 0.00 X 0 0 0 Devinder Bhatia Trustee 2.00 0.00 X 0 0 0 Marie Taylor Bosarge Governing Dir 2.00 0.00 X 0 0 0 Nancy S Bratic Trustee 2.00 0.00 X 0 0 0 Terry A Brown Trustee 2.00 0.00 X 0 0 0 Ralph Burch Governing Dir 2.00 0.00 X 0 0 0 Andrew Calder Governing Dir 2.00 0.00 X 0 0 0 Dougal A Cameron Trustee 2.00 0.00 X 0 0 0 John T Cater Trustee 2.00 0.00 X 0 0 0 Michael H Clark Governing Dir 2.00 0.00 X 0 0 0 Kelli Cohen Fein Trustee 2.00 0.00 X 0 0 0 Evan D Collins Trustee 2.00 0.00 X 0 0 0 Andrew Davis Trustee 2.00 0.00 X 0 0 0 Michael Doherty Governing Dir 2.00 0.00 X 0 0 0 Terry Everett Governing Dir 2.00 0.00 X 0 0 0 Jeffrey B Firestone Trustee 2.00 0.00 X 0 0 0 Eugene A Fong Trustee 2.00 0.00 X 0 0 0 Julia A Frankel Trustee 2.00 0.00 X 0 0 0 Ronald G Franklin Governing Dir 2.00 0.00 X 0 0 0 Betsy Garlinger Trustee 2.00 0.00 X 0 0 0 Allen M Gelwick Trustee 2.00 0.00 X 0 0 0 Evan B Glick Trustee 2.00 0.00 X 0 0 0 Jennifer H Gravenor Trustee 2.00 0.00 X 0 0 0 Susan A Hansen Trustee 2.00 0.00 X 0 0 0 Eric J Haufrect Trustee 2.00 0.00 X 0 0 0 Gary L Hollingsworth Trustee 2.00 0.00 X 0 0 0 Brian James Trustee 2.00 0.00 X 0 0 0 Joan Kaplan Trustee 2.00 0.00 X 0 0 0 Sippi Khurana Governing Dir 2.00 0.00 X 0 0 0 IR Kirk Trustee 2.00 0.00 X 0 0 0 Ulyesse J LeGrange Trustee 2.00 0.00 X 0 0 0 Rochelle Levit Governing Dir 2.00 0.00 X 0 0 0 Carlos J Lpez Trustee 2.00 0.00 X 0 0 0 Cora Sue Mach Governing Dir 2.00 0.00 X 0 0 0 Michael Mann Trustee 2.00 0.00 X 0 0 0 Paul M Mann Governing Dir 2.00 0.00 X 0 0 0 Rodney H Margolis Governing Dir 2.00 0.00 X 0 0 0 Jay Marks Governing Dir 2.00 0.00 X 0 0 0 John N Matzer III Trustee 2.00 0.00 X 0 0 0 Jackie W Mazow Trustee 2.00 0.00 X 0 0 0 Alexander K McLanahan Governing Dir 2.00 0.00 X 0 0 0 Gary Mercer Trustee 2.00 0.00 X 0 0 0 Marilyn Miles Trustee 2.00 0.00 X 0 0 0 Janet Moore Trustee 2.00 0.00 X 0 0 0 Bobbie Newman Trustee 2.00 0.00 X 0 0 0 Scott S Nyquist Trustee 2.00 0.00 X 0 0 0 Edward C Osterberg Jr Trustee 2.00 0.00 X 0 0 0 Robert Peiser Trustee 2.00 0.00 X 0 0 0 Thomas C Platt Governing Dir 2.00 0.00 X 0 0 0 Alexandra Pruner Endowment Pres 2.00 2.00 X 0 0 0 Gloria G Pryzant Trustee 2.00 0.00 X 0 0 0 Tadd Pullin Trustee 2.00 0.00 X 0 0 0 Richard Robbins Trustee 2.00 0.00 X 0 0 0 J Hugh Roff Jr Trustee 2.00 0.00 X 0 0 0 John Rydman Governing Dir 2.00 0.00 X 0 0 0 Miwa Sakashita Trustee 2.00 0.00 X 0 0 0 Ed Schneider Trustee 2.00 0.00 X 0 0 0 Helen P Shaffer Governing Dir 2.00 0.00 X 0 0 0 Michael E Shannon Trustee 2.00 0.00 X 0 0 0 Donna N Shen Trustee 2.00 0.00 X 0 0 0 Robert B Sloan Jr Trustee 2.00 0.00 X 0 0 0 Jim R Smith Governing Dir 2.00 0.00 X 0 0 0 Miles O Smith Governing Dir 2.00 0.00 X 0 0 0 Tad Smith Trustee 2.00 0.00 X 0 0 0 Ishwaria Subbiah Trustee 2.00 0.00 X 0 0 0 L Proctor Thomas III Trustee 2.00 0.00 X 0 0 0 William Toomey II Governing Dir 2.00 4.00 X 0 0 0 Shirley W Toomim Trustee 2.00 0.00 X 0 0 0 Andrew Truscott Trustee 2.00 0.00 X 0 0 0 Robert B Tudor III Trustee 2.00 0.00 X 0 0 0 Betty Tutor Governing Dir 2.00 0.00 X 0 0 0 Jesse B Tutor Governing Dir 2.00 0.00 X 0 0 0 Judith Vincent Governing Dir 2.00 0.00 X 0 0 0 Margaret Waisman Trustee 2.00 0.00 X 0 0 0 Fredric A Weber Trustee 2.00 2.00 X 0 0 0 Diana Weil Trustee 2.00 0.00 X 0 0 0 Robert Weiner Trustee 2.00 0.00 X 0 0 0 Vicki West Trustee 2.00 0.00 X 0 0 0 Margaret Alkek Williams Governing Dir 2.00 0.00 X 0 0 0 Steven J Williams Trustee 2.00 0.00 X 0 0 0 Frank Wilson Trustee 2.00 0.00 X 0 0 0 Edmond D Wulfe Trustee 2.00 0.00 X 0 0 0 Scott Wulfe Governing Dir 2.00 0.00 X 0 0 0 David J Wuthrich Governing Dir 2.00 0.00 X 0 0 0 Ellen A Yarrell Trustee 2.00 0.00 X 0 0 0 Robert Yekovich Trustee 2.00 0.00 X 0 0 0 Frank Yonish Trustee 2.00 0.00 X 0 0 0 John Mangum CEO/Exec Dir 38.00 2.00 X 314831 0 20433 Elizabeth Condic CFO 36.00 4.00 X 172375 0 28357 Andres Orozco-Estrada Artistic Director 40.00 0.00 X 430750 0 28382 Vicky Dominguez COO 40.00 0.00 X 177941 0 18203 Trazanna Moreno CMO to Aug 2018 40.00 0.00 X 152828 0 24232 Mark Nuccio Musician 40.00 0.00 X 215923 0 34762 Eric Halen Musician 40.00 0.00 X 191329 0 22391 Brinton Smith Musician 40.00 0.00 X 185304 0 29773 Jonathan Fischer Musician 40.00 0.00 X 185069 0 17529 Mark Hughes Musician 40.00 0.00 X 170449 0 29773 2196799 253835 12 false true false Strike Marketing 906 Rutland Street Houston TX 77008 Marketing 697815 Travtours Inc 71-703 Highway 111 2E Rancho Mirage CA 92270 Orchestra tour 545816 Fndn for Jones Hall 55 Waugh Dr 601 Houston TX 77007 Bldg maint, security 350346 Opus 3 Artists LLC 470 Park Ave S 9th Floor N New York NY 10016 Professional service 308422 Infovine Inc 1100 W 23rd St 100 Houston TX 77008 Marketing, printing 283814 22 1588434 3759147 1285078 11297836 344729 17930495 Education, other programs 711130 1318180 1318180 Ticket sales 711130 11205824 11205824 12524004 50810 50810 0 0 0 0 1084586 1588434 1121533 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-2678774 -1364262 X false true X true false X 22062498 18418761 21024630 18447168 17930495 97883552 0 0 22062498 18418761 21024630 18447168 17930495 97883552 31832206 66051346 102367 38618 42666 50810 234461 0 0 98118013 55168007 0.67320 0.68440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76888296 332720 2010118 3759147 75471987 74610515 352019 5996874 4071112 76888296 72640980 553844 6524797 5109106 74610515 75501151 4109801 -2437539 4532433 72640980 73729642 3711580 2331320 4271391 75501151 0.00010 0.99080 0.00910 false true true 16915 16915 284878 279186 5692 2842727 2063568 779159 128675 99713 28962 830728 Accrued pension liability 7186613 Due to affiliated organization 1291730 8478343 Part V, Line 4: Intended uses of the endowment fund. 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. X X X X X X X true SD&A Teleservices Inc 5757 W Century Blvd 300 Los Angeles CA 90045 Telefundng false 32760 18096 14664 DCM 330 W 38th St 207 New York NY 10018 Telefundng false 8574 32760 26670 14664 TX Ball 1257134 841603 415531 155406 48630 306696 Opening Night 734378 323128 411250 4500 126613 3990 201333 2 681508 423703 257805 13547 124927 2660 133231 2673020 1588434 1084586 18047 406946 55280 641260 1121533 -36947 X true true X X X X true false false false false false false false false false Andres Orozco-Estrada Artistic Director 116635 314115 28382 459132 Brinton Smith Musician 185304 6502 23271 215077 Elizabeth Condic CFO 172375 834 27523 200732 Eric Halen Musician 191329 6502 15889 213720 John Mangum CEO/Exec Dir 290186 24645 20433 335264 Jonathan Fischer Musician 185069 6502 11027 202598 Mark Hughes Musician 170449 6502 23271 200222 Mark Nuccio Musician 215923 6380 28382 250685 Trazanna Moreno CMO to Aug 2018 125890 26938 4603 19629 177060 Vicky Dominguez COO 177941 7170 11033 196144 Part I, Line 1a: Relevant information in regards to selections on 1a. 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. Rand Group Owned by Gov Dir 100385 IT services false CCM LP Owned by Gov Dir 332790 Rent false Betsy Cook Weber Trustee Spouse 51923 Compensation false X 13 116721 FMV X Auction items 198 212025 FMV X Raffle items 13 15983 FMV false true false 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 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 true Foundation for Jones Hall 55 Waugh Dr 601 Houston TX 77007 760202646 Restore Jones Hall TX 501(c)(3) 12a, Type I N/A false false false true false true false false false false false false true false true false false true false false Houston Symphony Endowment c 3759147 Cash Houston Symphony Endowment e 15678482 Loan garantee