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SYMPHONY SOCIETY OF SAN ANTONIO: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SYMPHONY SOCIETY OF SAN ANTONIO (EIN 74-1185669)
Tax period
2017-09-01 to 2018-08-31
Filed
2019-07-15
IRS object ID
201911969349302361
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-07-15T16:20:16-05:00ReturnTs
Tax Period End2018-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742606559PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AKIN DOHERTY KLEIN & FEUGE PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18610 N NEW BRAUNFELS SUITE 101AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78217ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN741185669EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SYMPHONY SOCIETY OF SAN ANTONIOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSYMPBusinessNameControlTxt
Phone2105541000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 AUDITORIUM CIRCLE NO B7AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCOREY COWARTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2105541000PhoneNum
Signature2019-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN VALDEZPreparerPersonNm
PTINP00187817PTIN
Phone2108291300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.110.76.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-15IPDt
IP Tm16:19:34IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id0ACA70D8290E634BB7A8D18DE170DBA414708F3FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCOREY COWARTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 AUDITORIUM CIRCLE B7AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,055,718GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SASYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1939FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTHE SAN ANTONIO SYMPHONY'S MISSION IS TO DELIGHT, ENGAGE, AND INSPIRE THE ENTIRE COMMUNITY THROUGH EXCELLENT PERFORMANCE, EDUCATION, AND OUTREACH.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee244TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$11,110NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,556,781PYContributionsGrantsAmt
CY Contributions Grants$3,343,868CYContributionsGrantsAmt
PY Program Service Revenue$3,198,420PYProgramServiceRevenueAmt
CY Program Service Revenue$2,135,541CYProgramServiceRevenueAmt
PY Investment Income$12,447PYInvestmentIncomeAmt
CY Investment Income$49,553CYInvestmentIncomeAmt
PY Other Revenue$167,338PYOtherRevenueAmt
CY Other Revenue$526,756CYOtherRevenueAmt
PY Total Revenue$7,934,986PYTotalRevenueAmt
CY Total Revenue$6,055,718CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,123,343PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,630,492CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$15,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$253,986CYTotalFundraisingExpenseAmt
PY Other Expenses$3,022,697PYOtherExpensesAmt
CY Other Expenses$2,622,584CYOtherExpensesAmt
PY Total Expenses$8,161,040PYTotalExpensesAmt
CY Total Expenses$5,253,076CYTotalExpensesAmt
PY Revenues Less Expenses-$226,054PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$802,642CYRevenuesLessExpensesAmt
Total Assets BOY$3,938,764TotalAssetsBOYAmt
Total Assets EOY$3,987,800TotalAssetsEOYAmt
Total Liabilities BOY$2,144,125TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,404,285TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,794,639NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,583,515NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE SAN ANTONIO SYMPHONY'S MISSION IS TO DELIGHT, ENGAGE, AND INSPIRE THE ENTIRE COMMUNITY THROUGH EXCELLENT PERFORMANCE, EDUCATION, AND OUTREACH.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,034,800ExpenseAmt
Revenue$2,662,297RevenueAmt
DescON SEPTEMBER 1, 2017, MANAGEMENT OF THE SYMPHONY TRANSITIONED FROM THE SYMPHONY SOCIETY OF SAN ANTONIO TO A NEWLY ESTABLISHED MANAGEMENT ENTITY, SYMPHONIC MUSIC FOR SAN ANTONIO. THROUGHOUT THE FALL OF 2017, SYMPHONY SOCIETY CONDUCTED ACTIVITIES IN PREPARATION OF THE ASSET SALE AND LEGAL TRANSITION OF MANAGEMENT TO SYMPHONIC MUSIC OF SAN ANTONIO; WHILE SYMPHONIC MUSIC ADMINISTRATED THE FALL 2017 SAN ANTONIO SYMPHONY PROGRAMMING. IN DECEMBER 2017, SYMPHONY SOCIETY OF SAN ANTONIO AND SYMPHONIC MUSIC FOR SAN ANTONIO ANNOUNCED THEY WERE NO LONGER WORKING ON A TRANSITION OF SYMPHONY MANAGEMENT. ON JANUARY 8, 2018, SYMPHONY SOCIETY RESUMED MANAGEMENT OF THE SAN ANTONIO SYMPHONY. ACTIVITIES DETAILED BELOW ARE THOSE SAN ANTONIO SYMPHONY PROGRAM ACTIVITY FROM JANUARY THROUGH AUGUST 2018 (ESSENTIALLY 6 OF THE 10 MONTHS OF A STANDARD SEASON) UNDER MANAGEMENT OF THE SYMPHONY SOCIETY OF SAN ANTONIO.COMMENCING THE 2017-18 SEASON ON JANUARY 2018, THE SYMPHONY SOCIETY OF SAN ANTONIO (DBA SAN ANTONIO SYMPHONY) PERFORMED 17 CLASSICS SERIES CONCERTS; 13 POPS SERIES CONCERTS; AND FOUR MOVIE SERIES CONCERTS. AS PART OF OUR ON-GOING COLLABORATIONS WITH OTHER SAN ANTONIO ARTS ORGANIZATIONS, THE ORCHESTRA PERFORMED WITH OPERA SAN ANTONIO IN THE PRODUCTION OF LA BOHEME ON MAY 17-19, 2018 TO AN AUDIENCE OF APPROXIMATELY 14,000 AUDIENCE MEMBERS. IN MAY WE ALSO PERFORMED OUR ANNUAL SIDE-BY-SIDE CONCERT WITH THE PHILHARMONIC ORCHESTRA OF THE YOUTH ORCHESTRAS OF SAN ANTONIO. OUR SPRING 2018 COMMUNITY OUTREACH ACTIVITIES FEATURED SPECIAL PRESENTATIONS AND PERFORMANCES ACROSS SAN ANTONIO AND SURROUNDING AREAS. IN MAY 2018 WE PRESENTED OUR PATRIOTIC POPS PROGRAM AT BROOKS AIRFORCE BASE AS A FREE COMMUNITY CONCERT. AN ADDITIONAL 43 COMMUNITY OUTREACH PRESENTATIONS AND PERFORMANCES WERE CONDUCTED DURING THE SPRING OF 2018 INCLUDING 21 SAN ANTONIO PUBLIC LIBRARY PRESENTATIONS, AND COLLABORATIVE PRESENTATIONS WITH HEARTS NEED ARTS IN AREA HOSPITALS.IN JULY 2018, TEN SELECT PERFORMANCES FROM THE 2017-18 CLASSICS SERIES BEGAN AIRING ON TEXAS PUBLIC RADIO'S STATIONS KPAC 88.3FM AND KTXI 90.1FM IN TPR'S "PERFORMANCE SATURDAY" PROGRAM, WHICH HIGHLIGHTS LOCALLY RECORDED CLASSICAL MUSIC CONCERTS. THESE SUMMER BROADCASTS PLAY AN INSTRUMENTAL ROLE IN MAINTAINING OUR CONNECTION TO THE COMMUNITY DURING THE OFF-SEASON. BETWEEN JANUARY AND JUNE 2018, WE PERFORMED 22 OUR EDUCATIONAL YOUNG PEOPLE'S CONCERTS FOR 34,477 STUDENTS; IN TOTAL, MORE THAN 38,000 STUDENTS, TEACHERS, AND PARENT HOMESCHOOL EDUCATORS ATTENDED THE CONCERTS. OF THESE STUDENTS, 62% ATTEND TITLE I DESIGNATED SCHOOLS WITH HIGH POPULATIONS OF AT RISK AND ECONOMICALLY DISADVANTAGED STUDENTS. OVER 27,000 STUDENTS ATTENDED THE YOUNG PEOPLE'S CONCERTS AS A RESULT OF TRANSPORTATION ASSISTANCE THAT WE PROVIDE TO THE SCHOOLS. OVER 300 PUBLIC, PRIVATE, AND HOME SCHOOLS WERE SERVED BY THE SPRING 2018 YPC PROGRAMMING. ADDITIONALLY, OVER 5,000 STUDENTS WERE SERVED DUE TO FOUR SATELLITE YPC CONCERTS PERFORMED AT LOCAL HIGH SCHOOLS DURING THE 2018 SPRING PROGRAMMING. AS PART OF OUR EDUCATIONAL PROGRAMMING, THE SYMPHONY CONDUCTED IN-SCHOOL DOCENT VISITS, PERFORMANCES, MASTERCLASSES AND GROUP INSTRUCTION SECTIONALS AT 54 AREA SCHOOLS AND UNIVERSITIES. WE OFFERED FIVE OPEN REHEARSALS FOR AREA UNIVERSITY, MIDDLE, AND HIGH SCHOOL MUSIC STUDENTS AND OTHERS WITH 4,800 STUDENTS ATTENDING. WE PRESENTED A MASTER CLASS WITH NADJA SALERNO-SONNENBERG, ENABLING GIFTED LOCAL STUDENTS TO RECEIVE TRAINING FROM ONE OF THE WORLD'S MOST RENOWNED VIOLINISTS; 100 AREA RESIDENTS, INCLUDING MUSIC EDUCATORS AND STUDENTS, CAME TO OBSERVE AND LEARN.Desc
Total Program Service Expenses$4,034,800TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document59IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee244EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COREY COWARTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2105541000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 AUDITORIUM CIRCLE B7AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CERVERA III FREDDIE E
BOARD MEMBER2.50Yes (X)$0$0$0
EBERHART LAUREN
BOARD MEMBER (MUSCIAN REP)17.50Yes (X)$0$0$0
LA ROSA ALFREDO
BOARD MEMBER2.50Yes (X)$0$0$0
PERSELLIN DIANE
BOARD MEMBER2.50Yes (X)$0$0$0
MERCHANT BETTY
BOARD MEMBER2.50Yes (X)$0$0$0
PURCELL-GUERRA BEVERLY
BOARD MEMBER2.50Yes (X)$0$0$0
TOLLEY MARK
BOARD MEMBER2.50Yes (X)$0$0$0
VALE KATHLEEN WIER
BOARD MEMBER2.50Yes (X)$0$0$0
SWARTZMAN SHEILA
BOARD MEMBER2.50Yes (X)$0$0$0
VIROSLAV ALICE
BOARD MEMBER2.50Yes (X)$0$0$0
BERG JIM
BOARD MEMBER2.50Yes (X)$0$0$0
PETKOVICH BRIAN
BOARD MEMBER (MUSCIAN REP)17.50Yes (X)$0$0$0
JOHNSON BETH
BOARD MEMBER (MUSCIAN REP)17.50Yes (X)$0$0$0
MARINI CINDY
BOARD MEMBER2.50Yes (X)$0$0$0
MUNZEL JENNIFER
BOARD MEMBER2.50Yes (X)$0$0$0
GROSS DAVID
PRESIDENT37.50$96,402$0$13,153Yes (X)
ROCHE RICHARD
CHIEF FINANCIAL OFFICER37.50$79,802$0$4,676Yes (X)
LESSING SEBASTIAN LANG
MUSIC DIRECTOR37.50$304,043$0$33,667Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$480,247TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$51,496TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$825,900GovernmentGrantsAmt
All Other Contributions$2,517,968AllOtherContributionsAmt
Noncash Contributions$4,398NoncashContributionsAmt
Total Contributions$3,343,868TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPERFORMANCE INCOMEDesc
Business711130BusinessCd
Total Revenue Column$2,135,541TotalRevenueColumnAmt
Related Or Exempt Func Income$2,135,541RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,135,541TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,553TotalRevenueColumnAmt
Exclusion$49,553ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business711130BusinessCd
Total Revenue Column$526,756TotalRevenueColumnAmt
Related Or Exempt Func Income$526,756RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$526,756OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,055,718TotalRevenueColumnAmt
Related Or Exempt Func Income$2,662,297RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$49,553ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$480,247TotalAmt
Program Services$459,103ProgramServicesAmt
Management And General$21,144ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,579,201TotalAmt
Program Services$1,362,512ProgramServicesAmt
Management And General$79,515ManagementAndGeneralAmt
Fundraising$137,174FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$322,378TotalAmt
Program Services$251,513ProgramServicesAmt
Management And General$64,943ManagementAndGeneralAmt
Fundraising$5,922FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$248,666TotalAmt
Program Services$228,613ProgramServicesAmt
Management And General$9,198ManagementAndGeneralAmt
Fundraising$10,855FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$307,786TotalAmt
Program Services$24,155ProgramServicesAmt
Management And General$259,357ManagementAndGeneralAmt
Fundraising$24,274FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$329,850TotalAmt
Program Services$309,458ProgramServicesAmt
Fundraising$20,392FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$114,526TotalAmt
Program Services$103,313ProgramServicesAmt
Management And General$11,213ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$102,526TotalAmt
Program Services$65,998ProgramServicesAmt
Management And General$36,528ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,285TotalAmt
Program Services$5,407ProgramServicesAmt
Management And General$1,439ManagementAndGeneralAmt
Fundraising$1,439FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$28,152TotalAmt
Program Services$27,244ProgramServicesAmt
Management And General$588ManagementAndGeneralAmt
Fundraising$320FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,662TotalAmt
Management And General$4,662ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,582TotalAmt
Program Services$8,291ProgramServicesAmt
Management And General$8,291ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$54,216TotalAmt
Program Services$22,542ProgramServicesAmt
Management And General$31,674ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONCERT PRODUCTION COST$690,185$690,185
GUEST ARTIST$389,568$389,568
INSTRUMENT & MUSIC$54,387$54,387
LICENSES & FEES$33,533$32,511$709$313

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$488,326TotalAmt
Management And General$435,029ManagementAndGeneralAmt
Fundraising$53,297FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,253,076TotalAmt
Program Services$4,034,800ProgramServicesAmt
Management And General$964,290ManagementAndGeneralAmt
Fundraising$253,986FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$142,828BOYAmt
EOY$281,395EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$616,726BOYAmt
EOY$276,078EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$816,411BOYAmt
EOY$1,026,953EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$191,198BOYAmt
EOY$159,154EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$403,344LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$279,956LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$132,522BOYAmt
EOY$123,388EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,039,079BOYAmt
EOY$2,120,832EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,938,764BOYAmt
EOY$3,987,800EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$262,974BOYAmt
EOY$401,444EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,079,122BOYAmt
EOY$1,002,841EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$802,029BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,144,125BOYAmt
EOY$1,404,285EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$631,044BOYAmt
EOY-$188,339EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,186,935BOYAmt
EOY$1,452,841EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,238,748BOYAmt
EOY$1,319,013EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,794,639BOYAmt
EOY$2,583,515EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,938,764BOYAmt
EOY$3,987,800EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$802,642ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$106,461NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$120,227PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,178,438CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,549,617CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,329,747CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,556,781CurrentTaxYearMinus1YearAmt
Current Tax Year$3,343,868CurrentTaxYearAmt
Total$20,958,451TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,178,438CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,549,617CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,329,747CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,556,781CurrentTaxYearMinus1YearAmt
Current Tax Year$3,343,868CurrentTaxYearAmt
Total$20,958,451TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$20,958,451PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,105CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,683CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,763CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,447CurrentTaxYearMinus1YearAmt
Current Tax Year$49,553CurrentTaxYearAmt
Total$132,551TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,296CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,246CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,045CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,757CurrentTaxYearMinus1YearAmt
Current Tax Year$600CurrentTaxYearAmt
Total$99,944TotalAmt
FieldValueIRS element (for citing)
Total Support$21,190,946TotalSupportAmt
Public Support CY1700.98900PublicSupportCY170Pct
Public Support PY1700.99080PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,981,609BeginningYearBalanceAmt
Investment Earnings Or Losses$111,305InvestmentEarningsOrLossesAmt
Other Expenditures$40,921OtherExpendituresAmt
End Year Balance$2,051,993EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,865,581BeginningYearBalanceAmt
Investment Earnings Or Losses$145,783InvestmentEarningsOrLossesAmt
Other Expenditures$29,755OtherExpendituresAmt
End Year Balance$1,981,609EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,860,768BeginningYearBalanceAmt
Contributions$1,500ContributionsAmt
Investment Earnings Or Losses$61,338InvestmentEarningsOrLossesAmt
Other Expenditures$58,025OtherExpendituresAmt
End Year Balance$1,865,581EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,028,882BeginningYearBalanceAmt
Contributions$5,050ContributionsAmt
Investment Earnings Or Losses-$110,550InvestmentEarningsOrLossesAmt
Other Expenditures$62,614OtherExpendituresAmt
End Year Balance$1,860,768EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,866,833BeginningYearBalanceAmt
Contributions$6,000ContributionsAmt
Investment Earnings Or Losses$222,163InvestmentEarningsOrLossesAmt
Other Expenditures$66,114OtherExpendituresAmt
End Year Balance$2,028,882EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$403,344OtherCostOrOtherBasisAmt
Depreciation$279,956DepreciationAmt
Book Value$123,388BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$123,388TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
FUNDS HELD IN TRUST$2,086,417
BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY UNITRUST$34,415
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,120,832TotalBookValueOtherAssetsAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLESSING SEBASTIAN LANGPersonNm
TitleMUSIC DIRECTORTitleTxt
Base Compensation Filing Org$304,043BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$33,667NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$337,710TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE BOARD ENTERED INTO A VERBAL AGREEMENT WITH A MANAGEMENT COMPANY TO MANAGE THE SYMPHONY BEGINNNING SEPTEMBER 2017. ON JANUARY 8, 2018, THE SYMPHONY SOCIETY RESUMED MANAGEMENT OF THE COMPANY.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 WAS E-MAILED TO AND APPROVED BY THE EXECUTIVE COMMITTEE PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH NEW RESPONSIBLE PERSON SHALL BE REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND TO AKNOWLEDGE 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 BELIVES 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 15THE 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 18THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST

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