2018-10-09T14:41:12-05:00 2017-08-31 742606559 AKIN DOHERTY KLEIN & FEUGE PC 8610 N New Braunfels Suite 101 San Antonio TX 78217 990 2016-09-01 741185669 SYMPHONY SOCIETY OF SAN ANTONIO SYMP 2105541000 115 Auditorium Circle No B7 SAN ANTONIO TX 78205 Kathleen Weir Vale Chairman 2105541000 2018-10-01 1 Susan Valdez P00187817 2108291300 216.110.76.18 2018-10-01 14:45:05 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6476DBE56B20FDA72733007F89EAEDBC89F49872 2016 2018-06-14 16:35:46Z Kathleen Weir Vale 115 Auditorium Circle B7 SAN ANTONIO TX 78205 7938692 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. 31 28 271 200 28757 -28581 5329747 4556781 2809376 3198420 10763 12447 73361 167338 8223247 7934986 0 0 0 0 5475418 5123343 22500 15000 813684 2452680 3022697 7950598 8161040 272649 -226054 3635204 3938764 1760294 2144125 1874910 1794639 X The San Antonio Symphony's mission is to delight, engage, and inspire the entire community through excellent performance, education, and outreach. 0 0 6386954 3337001 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. 6386954 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 70 0 1 271 1 1 1 0 0 0 0 0 0 0 0 0 X 31 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Clay Oliver 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 42459 0 1646 HOLMES DAVID BOARD MEMBER 2.50 X 0 0 0 KLOSE CAROL LEE BOARD MEMBER 2.50 X 0 0 0 LA ROSA ALFREDO BOARD MEMBER 2.50 X 0 0 0 MERCHANT BETTY M BOARD MEMBER 2.50 X 0 0 0 PERSELLIN DIANE BOARD MEMBER 2.50 X 0 0 0 PURCELL-GUERRA BEVERLY BOARD MEMBER 2.50 X 0 0 0 SWARTZMAN SHEILA BOARD MEMBER 2.50 X 0 0 0 TYE STEVEN BOARD MEMBER 2.50 X 0 0 0 WARE DENNERT 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 VASQUEZ MARIO BOARD MEMBER 2.50 X 0 0 0 VIROSLAV ALICE BOARD MEMBER 2.50 X 0 0 0 BHARNE KARINA VP OF CONCERT PRODUCTION 37.50 X 66194 0 3359 GROSS DAVID PRESIDENT 37.50 X 147865 0 4114 ROCHE RICHARD CHIEF FINANCIAL OFFICER 37.50 X 115505 0 0 LESSING SEBASTIAN LANG MUSIC DIRECTOR 37.50 X 291488 0 9741 663511 0 18860 3 0 1 0 0 1063771 3493010 17660 4556781 PERFORMANCE INCOME 711130 3198420 3198420 3198420 12447 12447 3854 3706 148 148 MISCELLANEOUS INCOME 711130 138433 138433 ADVERTISING INCOME 519100 28757 28757 167190 7934986 3337001 28757 12447 663511 333947 329564 3408142 3077701 23127 307314 653873 603537 38864 11472 397817 341882 30810 25125 24500 24500 15000 15000 323320 162074 161246 390512 344542 45970 106030 71152 34878 53863 53863 12715 8170 3524 1021 1004 500 504 59195 59195 17447 17447 69660 38064 31596 CONCERT PRODUCTION COST 757906 757906 GUEST ARTIST 640477 640477 INSTRUMENT & MUSIC 123745 123745 LICENSES & FEES 49133 45189 2200 1744 393190 142 148256 244792 8161040 6386954 960402 813684 551624 142828 733317 616726 115945 816411 148191 191198 483296 350774 141767 132522 1944360 2039079 3635204 3938764 105306 262974 1314397 1079122 802029 340591 0 1760294 2144125 X -631036 -631044 1186932 1186935 1319014 1238748 1874910 1794639 3635204 3938764 X -226054 145783 0 X 0 0 0 X 5648897 4178438 3549617 5329747 4556781 23263480 5648897 4178438 3549617 5329747 4556781 23263480 23263480 26362 25105 34683 10763 12447 109360 7830 39296 12246 19045 28757 107174 23480014 0.99080 0.90210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1865581 0 145783 29755 1981609 1860768 1500 61338 58025 1865581 2028882 5050 -110550 62614 1860768 1866833 6000 222163 66114 2028882 1805052 3350 110839 52408 1866833 1 0 483296 350774 132522 132522 FUNDS HELD IN TRUST 1981609 BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY UNITRUST 49750 DEPOSITS ARTISTS/MERCHANDISE 7720 2039079 X 1 1 X X 0 0 0 0 0 0 0 0 0 GROSS DAVID PRESIDENT 147865 0 0 0 0 0 4114 0 0 0 151979 0 0 0 LESSING SEBASTIAN LANG MUSIC DIRECTOR 291488 0 0 0 0 0 0 0 9741 0 301229 0 0 0 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.