SYMPHONY SOCIETY OF SAN ANTONIO: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SYMPHONY SOCIETY OF SAN ANTONIO (EIN 74-1185669)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-10-09
- IRS object ID
- 201832829349301268
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-09T14:41:12-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742606559 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKIN DOHERTY KLEIN & FEUGE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8610 N New Braunfels Suite 101 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741185669 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYMPHONY SOCIETY OF SAN ANTONIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYMP | BusinessNameControlTxt |
| Phone | 2105541000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 Auditorium Circle No B7 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathleen Weir Vale | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 2105541000 | PhoneNum |
| Signature | 2018-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Susan Valdez | PreparerPersonNm |
| PTIN | P00187817 | PTIN |
| Phone | 2108291300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.110.76.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-01 | IPDt |
| IP Tm | 14:45:05 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6476DBE56B20FDA72733007F89EAEDBC89F49872 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kathleen Weir Vale | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 Auditorium Circle B7 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,938,692 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SASYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The San Antonio Symphony's mission is to delight, engage, and inspire the entire community through excellent performance, education, and outreach. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 271 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $28,757 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$28,581 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,329,747 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,556,781 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,809,376 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,198,420 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,763 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,447 | CYInvestmentIncomeAmt |
| PY Other Revenue | $73,361 | PYOtherRevenueAmt |
| CY Other Revenue | $167,338 | CYOtherRevenueAmt |
| PY Total Revenue | $8,223,247 | PYTotalRevenueAmt |
| CY Total Revenue | $7,934,986 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,475,418 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,123,343 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $22,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $15,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $813,684 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,452,680 | PYOtherExpensesAmt |
| CY Other Expenses | $3,022,697 | CYOtherExpensesAmt |
| PY Total Expenses | $7,950,598 | PYTotalExpensesAmt |
| CY Total Expenses | $8,161,040 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $272,649 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$226,054 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,635,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,938,764 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,760,294 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,144,125 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,874,910 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,794,639 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The San Antonio Symphony's mission is to delight, engage, and inspire the entire community through excellent performance, education, and outreach. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,386,954 | ExpenseAmt |
| Revenue | $3,337,001 | RevenueAmt |
| Desc | During the 2016-17 season, the San Antonio Symphony performed 32 Classics Series concerts; 16 Pops Series concerts; three Mozart Festival Chamber Series concerts at San Fernando Cathedral; three Movie Series concerts; two Family Series concerts, one of which included a side-by-side performance with the Philharmonic Orchestra of Youth Orchestras of San Antonio; and 32 Young People's concerts. On March 4, 2017, we presented Gil Shaham, one of the foremost violinist of his time, for a one-night only performance at the Tobin Center. As part of our collaborative programming, we partnered with the Ballet San Antonio in its Swan Lake productions presented in three performances on the evenings of October 9-11, 2016, and The Nutcracker, presented in seven performances November 25-27th and December 1-4, 2016. Additionally, the Symphony partnered with Opera San Antonio for the production of Carmen on October 27 & 29, 2016. These artistically successful partnerships resulted in stunning performances and brought a combined 17,751 audience members in the Tobin Center's HEB Performance Hall. Our 2016-17 Community Outreach activities featured special presentations and performances across San Antonio and surrounding areas. The Symphony performed the annual free Veteran's Day "Salute to Service!" Concert at the Tobin Center, collaborating with the SUAF Band of the West Dimensions in Blue Jaz Ensemble and with the 323rd Army Band, "Fort Sam's Own" Biohazard Brass Band. Additionally, in January 2017 we presented the Martin Luther King, Jr. Community Concert at the Tobin Center. In total, 78 community outreach presentations and performances were conducted; including 29 San Antonio Public Library community concerts and a masterclass at the University of Texas at San Antonio. In July 2017, ten select performances from the 2016-17 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. Three broadcasts include three concerts form the Las Americas Festival (Jan 2016), celebrating music of North, South, and Central America. We performed our educational Young People's Concerts for 41,694 students; in total, more than 46,000 students, teachers, and parent homeschool educators attended the concerts. Of the 41,694 students who attended during the 2016-2017 season, 24,096 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. 366 total schools were served by the 2016-17 YPC programming; 55 of these were new schools, 22 of which were due to the increase of transportation funding assistance. Additionally, over 7,000 students were served due to 10 satellite YPC concerts added in local high schools during the 2016-17 season. As part of our educational programming, the Symphony conducted in-school docent visits, performances, masterclasses and group instruction sectionals at 30 area schools and universities. We offered six open rehearsals for area university, middle, and high school music students and others; 4,607 students attended; in addition to public and private schools and colleges, 128 other groups ranging from senior citizens centers, home schoolers, music educators, and others attended. We presented a master class with Kolja Blacher, enabling gifted local students to receive training from one of the world's most renowned violinists; 200 area residents, including music educators and students, came to observe and learn. | Desc |
| Total Program Service Expenses | $6,386,954 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 70 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 271 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clay Oliver | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2105541000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 Auditorium Circle B7 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CERVERA III FREDDIE E | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| EBERHART LAUREN | |||||||
| BOARD MEMBER (MUSCIAN REP) | 17.50 | Yes (X) | $42,459 | $0 | $1,646 | ||
| HOLMES DAVID | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| KLOSE CAROL LEE | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| LA ROSA ALFREDO | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| MERCHANT BETTY M | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| PERSELLIN DIANE | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| PURCELL-GUERRA BEVERLY | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| SWARTZMAN SHEILA | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| TYE STEVEN | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| WARE DENNERT | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| TOLLEY MARK | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| VALE KATHLEEN WIER | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| VASQUEZ MARIO | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| VIROSLAV ALICE | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| BHARNE KARINA | |||||||
| VP OF CONCERT PRODUCTION | 37.50 | Yes (X) | $66,194 | $0 | $3,359 | ||
| GROSS DAVID | |||||||
| PRESIDENT | 37.50 | $147,865 | $0 | $4,114 | Yes (X) | ||
| ROCHE RICHARD | |||||||
| CHIEF FINANCIAL OFFICER | 37.50 | $115,505 | $0 | $0 | Yes (X) | ||
| LESSING SEBASTIAN LANG | |||||||
| MUSIC DIRECTOR | 37.50 | $291,488 | $0 | $9,741 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $663,511 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,860 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,063,771 | GovernmentGrantsAmt |
| All Other Contributions | $3,493,010 | AllOtherContributionsAmt |
| Noncash Contributions | $17,660 | NoncashContributionsAmt |
| Total Contributions | $4,556,781 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERFORMANCE INCOME | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $3,198,420 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,198,420 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,198,420 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,447 | TotalRevenueColumnAmt |
| Exclusion | $12,447 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,854 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,706 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $148 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS INCOME | 711130 | $138,433 | $138,433 | |
| ADVERTISING INCOME | 519100 | $28,757 | $28,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $167,190 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,934,986 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,337,001 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $28,757 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,447 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,511 | TotalAmt |
| Program Services | $333,947 | ProgramServicesAmt |
| Management And General | $329,564 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,408,142 | TotalAmt |
| Program Services | $3,077,701 | ProgramServicesAmt |
| Management And General | $23,127 | ManagementAndGeneralAmt |
| Fundraising | $307,314 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,873 | TotalAmt |
| Program Services | $603,537 | ProgramServicesAmt |
| Management And General | $38,864 | ManagementAndGeneralAmt |
| Fundraising | $11,472 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,817 | TotalAmt |
| Program Services | $341,882 | ProgramServicesAmt |
| Management And General | $30,810 | ManagementAndGeneralAmt |
| Fundraising | $25,125 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,500 | TotalAmt |
| Management And General | $24,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Fundraising | $15,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,320 | TotalAmt |
| Management And General | $162,074 | ManagementAndGeneralAmt |
| Fundraising | $161,246 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,512 | TotalAmt |
| Program Services | $344,542 | ProgramServicesAmt |
| Fundraising | $45,970 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,030 | TotalAmt |
| Program Services | $71,152 | ProgramServicesAmt |
| Management And General | $34,878 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,863 | TotalAmt |
| Management And General | $53,863 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,715 | TotalAmt |
| Program Services | $8,170 | ProgramServicesAmt |
| Management And General | $3,524 | ManagementAndGeneralAmt |
| Fundraising | $1,021 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004 | TotalAmt |
| Program Services | $500 | ProgramServicesAmt |
| Management And General | $504 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,195 | TotalAmt |
| Management And General | $59,195 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,447 | TotalAmt |
| Management And General | $17,447 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,660 | TotalAmt |
| Program Services | $38,064 | ProgramServicesAmt |
| Management And General | $31,596 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONCERT PRODUCTION COST | $757,906 | $757,906 | ||
| GUEST ARTIST | $640,477 | $640,477 | ||
| INSTRUMENT & MUSIC | $123,745 | $123,745 | ||
| LICENSES & FEES | $49,133 | $45,189 | $2,200 | $1,744 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,190 | TotalAmt |
| Program Services | $142 | ProgramServicesAmt |
| Management And General | $148,256 | ManagementAndGeneralAmt |
| Fundraising | $244,792 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,161,040 | TotalAmt |
| Program Services | $6,386,954 | ProgramServicesAmt |
| Management And General | $960,402 | ManagementAndGeneralAmt |
| Fundraising | $813,684 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,624 | BOYAmt |
| EOY | $142,828 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $733,317 | BOYAmt |
| EOY | $616,726 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,945 | BOYAmt |
| EOY | $816,411 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,191 | BOYAmt |
| EOY | $191,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $483,296 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $350,774 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,767 | BOYAmt |
| EOY | $132,522 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,944,360 | BOYAmt |
| EOY | $2,039,079 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,635,204 | BOYAmt |
| EOY | $3,938,764 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,306 | BOYAmt |
| EOY | $262,974 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,314,397 | BOYAmt |
| EOY | $1,079,122 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $802,029 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,591 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,760,294 | BOYAmt |
| EOY | $2,144,125 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$631,036 | BOYAmt |
| EOY | -$631,044 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,932 | BOYAmt |
| EOY | $1,186,935 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,319,014 | BOYAmt |
| EOY | $1,238,748 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,874,910 | BOYAmt |
| EOY | $1,794,639 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,635,204 | BOYAmt |
| EOY | $3,938,764 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$226,054 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $145,783 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | 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 | $5,648,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,178,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,549,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,329,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,556,781 | CurrentTaxYearAmt |
| Total | $23,263,480 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,648,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,178,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,549,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,329,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,556,781 | CurrentTaxYearAmt |
| Total | $23,263,480 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $23,263,480 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,763 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,447 | CurrentTaxYearAmt |
| Total | $109,360 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,296 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,757 | CurrentTaxYearAmt |
| Total | $107,174 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,480,014 | TotalSupportAmt |
| Public Support CY170 | 0.99080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90210 | 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 | $1,865,581 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $145,783 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $29,755 | OtherExpendituresAmt |
| End Year Balance | $1,981,609 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,860,768 | BeginningYearBalanceAmt |
| Contributions | $1,500 | ContributionsAmt |
| Investment Earnings Or Losses | $61,338 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $58,025 | OtherExpendituresAmt |
| End Year Balance | $1,865,581 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,028,882 | BeginningYearBalanceAmt |
| Contributions | $5,050 | ContributionsAmt |
| Investment Earnings Or Losses | -$110,550 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $62,614 | OtherExpendituresAmt |
| End Year Balance | $1,860,768 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,866,833 | BeginningYearBalanceAmt |
| Contributions | $6,000 | ContributionsAmt |
| Investment Earnings Or Losses | $222,163 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $66,114 | OtherExpendituresAmt |
| End Year Balance | $2,028,882 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,805,052 | BeginningYearBalanceAmt |
| Contributions | $3,350 | ContributionsAmt |
| Investment Earnings Or Losses | $110,839 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,408 | OtherExpendituresAmt |
| End Year Balance | $1,866,833 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $483,296 | OtherCostOrOtherBasisAmt |
| Depreciation | $350,774 | DepreciationAmt |
| Book Value | $132,522 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $132,522 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| FUNDS HELD IN TRUST | $1,981,609 |
| BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY UNITRUST | $49,750 |
| DEPOSITS ARTISTS/MERCHANDISE | $7,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,039,079 | TotalBookValueOtherAssetsAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GROSS DAVID | ||||||||||||||
| PRESIDENT | $147,865 | $0 | $0 | $0 | $0 | $0 | $4,114 | $0 | $0 | $0 | $151,979 | $0 | $0 | $0 |
| LESSING SEBASTIAN LANG | ||||||||||||||
| MUSIC DIRECTOR | $291,488 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,741 | $0 | $301,229 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | A COPY OF THE FORM 990 WAS E-MAILED TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE |
| Form 990, Part VI, Section B, line 12c | EACH NEW RESPONSIBLE PERSON SHALL BE REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND TO 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 |
| 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 COMMITTE ARE CONSULTED ON SENIOR STAFF SALARIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 WAS E-MAILED TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART XI, LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTE AND FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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