2019-07-15T16:20:16-05:00 2018-08-31 742606559 AKIN DOHERTY KLEIN & FEUGE PC 8610 N NEW BRAUNFELS SUITE 101 SAN ANTONIO TX 78217 990 2017-09-01 741185669 SYMPHONY SOCIETY OF SAN ANTONIO SYMP 2105541000 115 AUDITORIUM CIRCLE NO B7 SAN ANTONIO TX 78205 COREY COWART EXECUTIVE DIRECTOR 2105541000 2019-07-15 1 SUSAN VALDEZ P00187817 2108291300 216.110.76.18 2019-07-15 16:19:34 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0ACA70D8290E634BB7A8D18DE170DBA414708F3F 2017 2019-02-21 02:37:17Z COREY COWART 115 AUDITORIUM CIRCLE B7 SAN ANTONIO TX 78205 6055718 0 X WWW.SASYMPHONY.ORG X 1939 TX THE SAN ANTONIO SYMPHONY'S MISSION IS TO DELIGHT, ENGAGE, AND INSPIRE THE ENTIRE COMMUNITY THROUGH EXCELLENT PERFORMANCE, EDUCATION, AND OUTREACH. 15 15 244 0 0 -11110 4556781 3343868 3198420 2135541 12447 49553 167338 526756 7934986 6055718 0 0 0 0 5123343 2630492 15000 0 253986 3022697 2622584 8161040 5253076 -226054 802642 3938764 3987800 2144125 1404285 1794639 2583515 X THE SAN ANTONIO SYMPHONY'S MISSION IS TO DELIGHT, ENGAGE, AND INSPIRE THE ENTIRE COMMUNITY THROUGH EXCELLENT PERFORMANCE, EDUCATION, AND OUTREACH. 0 0 4034800 2662297 ON 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. 4034800 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 59 0 1 244 1 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X COREY COWART 2105541000 115 AUDITORIUM CIRCLE B7 SAN ANTONIO TX 78205 CERVERA III FREDDIE E BOARD MEMBER 2.50 X 0 0 0 EBERHART LAUREN BOARD MEMBER (MUSCIAN REP) 17.50 X 0 0 0 LA ROSA ALFREDO BOARD MEMBER 2.50 X 0 0 0 PERSELLIN DIANE BOARD MEMBER 2.50 X 0 0 0 MERCHANT BETTY BOARD MEMBER 2.50 X 0 0 0 PURCELL-GUERRA BEVERLY BOARD MEMBER 2.50 X 0 0 0 TOLLEY MARK BOARD MEMBER 2.50 X 0 0 0 VALE KATHLEEN WIER BOARD MEMBER 2.50 X 0 0 0 SWARTZMAN SHEILA BOARD MEMBER 2.50 X 0 0 0 VIROSLAV ALICE BOARD MEMBER 2.50 X 0 0 0 BERG JIM BOARD MEMBER 2.50 X 0 0 0 PETKOVICH BRIAN BOARD MEMBER (MUSCIAN REP) 17.50 X 0 0 0 JOHNSON BETH BOARD MEMBER (MUSCIAN REP) 17.50 X 0 0 0 MARINI CINDY BOARD MEMBER 2.50 X 0 0 0 MUNZEL JENNIFER BOARD MEMBER 2.50 X 0 0 0 GROSS DAVID PRESIDENT 37.50 X 96402 0 13153 ROCHE RICHARD CHIEF FINANCIAL OFFICER 37.50 X 79802 0 4676 LESSING SEBASTIAN LANG MUSIC DIRECTOR 37.50 X 304043 0 33667 480247 0 51496 1 0 1 0 0 825900 2517968 4398 3343868 PERFORMANCE INCOME 711130 2135541 2135541 2135541 49553 49553 MISCELLANEOUS INCOME 711130 526756 526756 526756 6055718 2662297 0 49553 480247 459103 21144 1579201 1362512 79515 137174 322378 251513 64943 5922 248666 228613 9198 10855 307786 24155 259357 24274 329850 309458 20392 114526 103313 11213 102526 65998 36528 8285 5407 1439 1439 28152 27244 588 320 4662 4662 16582 8291 8291 54216 22542 31674 CONCERT PRODUCTION COST 690185 690185 GUEST ARTIST 389568 389568 INSTRUMENT & MUSIC 54387 54387 LICENSES & FEES 33533 32511 709 313 488326 435029 53297 5253076 4034800 964290 253986 142828 281395 616726 276078 816411 1026953 191198 159154 403344 279956 132522 123388 2039079 2120832 3938764 3987800 262974 401444 1079122 1002841 802029 0 2144125 1404285 X -631044 -188339 1186935 1452841 1238748 1319013 1794639 2583515 3938764 3987800 802642 106461 -120227 0 X 0 0 0 X 4178438 3549617 5329747 4556781 3343868 20958451 4178438 3549617 5329747 4556781 3343868 20958451 20958451 25105 34683 10763 12447 49553 132551 39296 12246 19045 28757 600 99944 21190946 0.98900 0.99080 X 1981609 111305 40921 2051993 1865581 145783 29755 1981609 1860768 1500 61338 58025 1865581 2028882 5050 -110550 62614 1860768 1866833 6000 222163 66114 2028882 1 0 403344 279956 123388 123388 FUNDS HELD IN TRUST 2086417 BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY UNITRUST 34415 2120832 X 1 1 X X 0 0 0 0 0 0 0 0 0 LESSING SEBASTIAN LANG MUSIC DIRECTOR 304043 0 0 0 0 0 0 0 33667 0 337710 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE 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 11B A 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 12C EACH 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 15 THE WERLING ASSOCIATIONS, INC CONDUCTS AN ANNUAL SAN ANTONIO NOT-FOR-PROFIT WAGE AND BENEFIT SURVEY. THE SAN ANTONIO SYMPHONY PARTICIPATES IN THE ANNUAL WERLING SALARY SURVEY AND CONSULTS THE SURVEY'S RESULTS WHEN DETERMINING STAFF SALARIES. MEMBERS OF THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE ARE CONSULTED ON SENIOR STAFF SALARIES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST