SYMPHONY SOCIETY OF SAN ANTONIO: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SYMPHONY SOCIETY OF SAN ANTONIO (EIN 74-1185669)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-07-14
- IRS object ID
- 201701959349301200
- Schema version
- 2015v3.0
- 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 | 2017-07-14T12:34:26-05:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19026 RIDGEWOOD PARKWAY SUITE 400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | 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 | 711 NAVARRO ST NO 325 NO 235 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GROSS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2105541000 | PhoneNum |
| Signature | 2017-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSIE BEHREND | PreparerPersonNm |
| PTIN | P00715390 | PTIN |
| Phone | 2108286281 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID GROSS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 NAVARRO ST NO 325 NO 235 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,239,472 | 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 | OUR MISSION IS TO ENHANCE AND INSPIRE OUR COMMUNITY BY VIGOROUSLY INFLUENCING THE ARTISTIC FABRIC OF SAN ANTONIO THROUGH EXCELLENT SYMPHONIC PERFORMANCE, EDUCATION AND SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 256 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $45,038 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$19,165 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,549,616 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,329,747 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,318,455 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,809,376 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,683 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,763 | CYInvestmentIncomeAmt |
| PY Other Revenue | $76,509 | PYOtherRevenueAmt |
| CY Other Revenue | $73,361 | CYOtherRevenueAmt |
| PY Total Revenue | $6,979,263 | PYTotalRevenueAmt |
| CY Total Revenue | $8,223,247 | 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 | $5,394,903 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,475,418 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $22,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $285,627 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,660,548 | PYOtherExpensesAmt |
| CY Other Expenses | $2,452,680 | CYOtherExpensesAmt |
| PY Total Expenses | $8,055,451 | PYTotalExpensesAmt |
| CY Total Expenses | $7,950,598 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,076,188 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $272,649 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,974,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,635,204 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,425,825 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,760,294 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,548,657 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,874,910 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO ENHANCE AND INSPIRE OUR COMMUNITY BY VIGOROUSLY INFLUENCING THE ARTISTIC FABRIC OF SAN ANTONIO THROUGH EXCELLENT SYMPHONIC PERFORMANCE, EDUCATION AND SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,920,444 | ExpenseAmt |
| Revenue | $2,837,699 | RevenueAmt |
| Desc | DURING THE 2015-16 SEASON, THE SAN ANTONIO SYMPHONY PERFORMED 32 CLASSICS SERIES CONCERTS; 16 POPS SERIES CONCERTS; THREE BAROQUE SERIES CONCERTS AT SAN FERNANDO CATHEDRAL; TWO 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 OCTOBER 16, 2015, WE PRESENTED WORLD-RENOWNED CELLIST YO-YO MA 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 NUTCRACKER AND SWAN LAKE PRODUCTIONS, AND WITH THE OPERA SAN ANTONIO IN ITS PRODUCTION OF MADAME BUTTERFLY. AT THE MAJESTIC THEATRE, WE PRESENTED TWO TRIBUTES TO MUSIC LEGENDS: THE MUSIC OF QUEEN AND THE MUSIC OF LED ZEPPELIN. IN JANUARY 2016, WE HOSTED THE LAS AMERICAS FESTIVAL FEATURING COLLABORATIONS WITH 17 ORGANIZATIONS INCLUDING THE CARVER COMMUNITY CULTURAL CENTER, YOUTH ORCHESTRAS OF SAN ANTONIO, THE SAN ANTONIO MUSEUM OF ART, AND MANY OTHERS IN THE ARTS. TOGETHER, 19 DIFFERENT EVENTS WERE PRESENTED AS PART OF THE FESTIVAL. THE SYMPHONY PERFORMED FOUR CONCERTS FEATURING WORKS BY COMPOSERS OF THE AMERICAS; OTHER GROUPS - MANY OF WHICH INCLUDE ORCHESTRA MEMBERS - PRESENTED RECITALS AND CHAMBER MUSIC PERFORMANCES. TWO ART MUSEUMS - THE BRISCOE WESTERN ART MUSEUM AND THE SAN ANTONIO MUSEUM OF ART - HOSTED MUSIC EVENTS AS PART OF THE FESTIVAL.THE 2015-16 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 USAF BAND OF THE WEST DIMENSIONS IN BLUE JAZZ ENSEMBLE AND WITH THE 323D ARMY BAND, "FORT SAM'S OWN" BIOHAZARD BRASS BAND. IN DECEMBER 2015, WE PERFORMED THE MESSIAH AT CONCORDIA LUTHERAN CHURCH. OVER 55 OUTREACH PRESENTATIONS AND PERFORMANCES WERE CONDUCTED; WE PERFORMED AT 27 SAN ANTONIO PUBLIC LIBRARY BRANCHES AS WELL AS AT OTHER COMMUNITY VENUES SUCH AS UT HEALTH SCIENCE CENTER, INDEPENDENCE VILLAGE, THE ARMY RESIDENCE COMMUNITY, AND AT THE GROUNDBREAKING OF THE CONFLUENCE PARK BEING DEVELOPED WHERE THE SAN ANTONIO RIVER AND SAN PEDRO CREEK MEET.SELECT PERFORMANCES FROM THE 2014-15 CLASSICS SERIES WERE FEATURED ON KPAC 88.3FM AND KTXI 90.1 FM ON TWELVE SATURDAYS FROM AUGUST 8 TO OCTOBER 31, 2015. THESE SUMMER BROADCASTS PLAY AN INSTRUMENTAL ROLE MAINTAINING OUR CONNECTION TO THE COMMUNITY DURING THE OFF-SEASON.WE PERFORMED OUR EDUCATIONAL YOUNG PEOPLE'S CONCERTS FOR 37,905 STUDENTS; IN TOTAL, MORE THAN 42,000 STUDENTS, TEACHERS, AND PARENT HOMESCHOOL EDUCATORS ATTENDED THE CONCERTS. OF THE 37,905 STUDENTS WHO ATTENDED DURING THE 2015-2016 SEASON, JUST OVER 20,000 CAME FROM TITLE I DESIGNATED SCHOOLS WITH HIGH POPULATIONS OF AT RISK AND ECONOMICALLY DISADVANTAGED STUDENTS. AMONG THE 191 PUBLIC SCHOOLS PARTICIPATING IN THE 2015-2016 PROGRAM, 29 WERE SCHOOLS WHOSE STUDENTS HAD NOT PARTICIPATED IN THE PAST AND 16 OF THESE ARE DESIGNATED TITLE 1 SCHOOLS. A TOTAL OF 27,062 STUDENTS ATTENDED THE YOUNG PEOPLE'S CONCERTS AS A RESULT OF TRANSPORTATION ASSISTANCE THAT WE PROVIDE TO THE SCHOOLSAS PART OF OUR EDUCATIONAL PROGRAMMING, THE SYMPHONY CONDUCTED IN-SCHOOL DOCENT VISITS, PERFORMANCES, MASTERCLASSES AND GROUP INSTRUCTION SECTIONALS AT 42 AREA SCHOOLS AND UNIVERSITIES. WE OFFERED SIX OPEN REHEARSALS FOR AREA UNIVERSITY, MIDDLE AND HIGH SCHOOL MUSIC STUDENTS AND OTHERS; 4,100 STUDENTS FROM 57 CAMPUSES 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 SARAH CHANG, 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 | $6,920,444 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 256 | 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 | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 | RICHARD ROCHE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2105541000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 NAVARRO STREET SUITE 235 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 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 |
|---|---|---|---|---|---|---|---|
| BARGE DAVID | |||||||
| BOARD MEMBER (MASTERSIGNER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| BENNETT STEVEN | |||||||
| VICE CHAIRMAN | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BERG JIM | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| BROMLEY ERNEST | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| BUSHMAN MARISA | |||||||
| BOARD MEMBER (MUSICIAN REP | 17.50 | Yes (X) | $36,879 | $0 | $4,925 | ||
| CANTU FELICIA | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| CERVERA III FREDDIE E | |||||||
| BOARD MEMBER (SYMPHONY LEA | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| EBERHART LAURA | |||||||
| BOARD MEMBER (MUSICIAN REP | 17.50 | Yes (X) | $39,295 | $0 | $3,204 | ||
| FLORES JR ALFREDO | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| HOLMES DAVID | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| HONEYMAN ERIC D | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| JETT CLAY | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| KINDER DAVID | |||||||
| BOARD CHAIRMAN | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KLOSE CAROL LEE | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| KNIGHT-SHEEN J PHILIP | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| LA ROSA ALFREDO | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| LOWE JAMES R | |||||||
| TREASURER | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARKOVICH GREG | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| MERCHANT BETTY M | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| MUNZEL JENNIFER | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| OZER MICHAEL | |||||||
| SECRETARY | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PARKER ANASTASIA | |||||||
| BOARD MEMBER (MUSICIAN REP | 17.50 | Yes (X) | $38,180 | $0 | $4,925 | ||
| PERSELLIN DIANE | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| PETKOVICH BRIAN | |||||||
| BOARD MEMBER (MUSICIAN REP | 17.50 | Yes (X) | $45,449 | $0 | $119 | ||
| PURCELL-GUERRA BEVERLY | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| SEIDEL STEPHEN | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| SIU ERIC | |||||||
| BOARD MEMBER (MUSICIAN REP | 17.50 | Yes (X) | $36,982 | $0 | $4,847 | ||
| SWARTZMAN SHEILA | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| TYE STEVEN | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| VERETTE MARY JANE | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| WARE DENNERT | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| WEINBLATT DIDI | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| MARINI CINDY | |||||||
| BOARD MEMBER (MASTERSIGNER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| MCALLISTER TADDY | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| STENGER-CASTRO FRANK | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| TOLLEY MARK | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| VALE KATHLEEN WEIR | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| VAZQUEZ MARIO | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| VIROSLAV ALICE | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| DEBAUCHE KATIE K | |||||||
| VP DEVELOPMENT | 37.50 | $63,419 | $0 | $4,842 | Yes (X) | ||
| GROSS DAVID | |||||||
| PRESIDENT | 37.50 | $161,736 | $0 | $4,925 | Yes (X) | ||
| ROCHE RICHARD | |||||||
| CHIEF FINANCIAL OFFICER | 37.50 | $122,224 | $0 | $4,841 | Yes (X) | ||
| SALAZAR PAUL | |||||||
| VP MARKETING & COMMUNICATI | 37.50 | $73,304 | $0 | $4,841 | Yes (X) | ||
| BHARNE KARINA | |||||||
| VP OF CONCERT PRODUCTION | 37.50 | $66,336 | $0 | $4,841 | Yes (X) | ||
| LESSING SEBASTIAN LANG | |||||||
| MUSIC DIRECTOR | 37.50 | $291,130 | $0 | $119 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $974,934 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,429 | 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 |
| Federated Campaigns | $7,883 | FederatedCampaignsAmt |
| Government Grants | $1,158,852 | GovernmentGrantsAmt |
| All Other Contributions | $4,163,012 | AllOtherContributionsAmt |
| Total Contributions | $5,329,747 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERFORMANCE INCOME | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $2,809,376 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,809,376 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,809,376 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,763 | TotalRevenueColumnAmt |
| Exclusion | $10,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $25,500 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $16,225 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,275 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,275 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING INCOME | 519100 | $45,038 | $45,038 | |
| MISCELLANEOUS INCOME | 711130 | $19,048 | $19,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $64,086 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,223,247 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,837,699 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $45,038 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,763 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980,764 | TotalAmt |
| Program Services | $662,712 | ProgramServicesAmt |
| Management And General | $280,543 | ManagementAndGeneralAmt |
| Fundraising | $37,509 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,471,049 | TotalAmt |
| Program Services | $3,254,164 | ProgramServicesAmt |
| Management And General | $114,240 | ManagementAndGeneralAmt |
| Fundraising | $102,645 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,552 | TotalAmt |
| Program Services | $575,822 | ProgramServicesAmt |
| Management And General | $19,320 | ManagementAndGeneralAmt |
| Fundraising | $16,410 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,053 | TotalAmt |
| Program Services | $369,733 | ProgramServicesAmt |
| Management And General | $28,268 | ManagementAndGeneralAmt |
| Fundraising | $14,052 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Management And General | $30,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,500 | TotalAmt |
| Fundraising | $22,500 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,334 | TotalAmt |
| Program Services | $55,590 | ProgramServicesAmt |
| Management And General | $21,129 | ManagementAndGeneralAmt |
| Fundraising | $59,615 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,384 | TotalAmt |
| Program Services | $286,192 | ProgramServicesAmt |
| Fundraising | $28,192 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,860 | TotalAmt |
| Program Services | $127,362 | ProgramServicesAmt |
| Management And General | $34,152 | ManagementAndGeneralAmt |
| Fundraising | $3,346 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,126 | TotalAmt |
| Program Services | $2,345 | ProgramServicesAmt |
| Management And General | $39,781 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,429 | TotalAmt |
| Program Services | $8,320 | ProgramServicesAmt |
| Management And General | $81,109 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,054 | TotalAmt |
| Program Services | $7,957 | ProgramServicesAmt |
| Management And General | $8,683 | ManagementAndGeneralAmt |
| Fundraising | $414 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197 | TotalAmt |
| Management And General | $197 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,542 | TotalAmt |
| Management And General | $35,542 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,977 | TotalAmt |
| Management And General | $13,977 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,436 | TotalAmt |
| Program Services | $43,773 | ProgramServicesAmt |
| Management And General | $34,663 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CONCERT PRODUCTION COST | $672,858 | $672,858 |
| GUEST ARTIST | $629,042 | $629,042 |
| INSTRUMENT & MUSIC | $137,259 | $137,259 |
| LICENSES & FEES | $52,951 | $52,951 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,231 | TotalAmt |
| Program Services | $34,364 | ProgramServicesAmt |
| Management And General | $2,923 | ManagementAndGeneralAmt |
| Fundraising | $944 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,950,598 | TotalAmt |
| Program Services | $6,920,444 | ProgramServicesAmt |
| Management And General | $744,527 | ManagementAndGeneralAmt |
| Fundraising | $285,627 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $861,914 | BOYAmt |
| EOY | $551,624 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,684 | BOYAmt |
| EOY | $733,317 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,671 | BOYAmt |
| EOY | $115,945 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,129 | BOYAmt |
| EOY | $148,191 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $475,093 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $333,326 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,900 | BOYAmt |
| EOY | $141,767 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,960,184 | BOYAmt |
| EOY | $1,944,360 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,974,482 | BOYAmt |
| EOY | $3,635,204 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,858 | BOYAmt |
| EOY | $105,306 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,395,954 | BOYAmt |
| EOY | $1,314,397 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,313 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,700 | BOYAmt |
| EOY | $340,591 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,425,825 | BOYAmt |
| EOY | $1,760,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,043,332 | BOYAmt |
| EOY | -$631,036 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,262,085 | BOYAmt |
| EOY | $1,186,932 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,329,904 | BOYAmt |
| EOY | $1,319,014 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,548,657 | BOYAmt |
| EOY | $1,874,910 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,974,482 | BOYAmt |
| EOY | $3,635,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $272,649 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $53,604 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $3,294,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,648,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,178,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,549,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,329,747 | CurrentTaxYearAmt |
| Total | $22,001,396 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,294,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,648,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,178,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,549,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,329,747 | CurrentTaxYearAmt |
| Total | $22,001,396 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,930,341 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,071,055 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,362 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,763 | CurrentTaxYearAmt |
| Total | $118,032 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,045 | CurrentTaxYearAmt |
| Total | $129,382 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,248,810 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,940,113 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93460 | 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 | $1,860,768 | 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,739,509 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $121,828 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,656 | OtherExpendituresAmt |
| Administrative Expenses | $5,629 | AdministrativeExpensesAmt |
| End Year Balance | $1,805,052 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.71000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29000 | TermEndowmentBalanceEOYPct |
| 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 | $475,093 | OtherCostOrOtherBasisAmt |
| Depreciation | $333,326 | DepreciationAmt |
| Book Value | $141,767 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $141,767 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| FUNDS HELD IN TRUST | $1,865,581 |
| BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY UNITRUST | $73,459 |
| DEPOSITS ARTISTS/MERCHANDISE | $5,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,944,360 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| Amt | $340,591 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $340,591 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,321,048 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $53,603 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $27,974 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $16,224 | OtherRevenueAmt |
| Revenue Not Reported | $97,801 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,223,247 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,223,247 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,994,797 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $27,974 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $16,225 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $44,199 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,950,598 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,950,598 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS VARY IN DESIGNATED PURPOSE AND DISTRIBUTION RIGHTS AND RESTRICTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 16,224. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 16,225. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWSON AND ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 CEDAR SPRINGS RD SUITE 1050 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROFESSIONAL FUNDRAISING CONSULTATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $10,000 | GrossReceiptsAmt |
| Retained By Contractor | $22,500 | RetainedByContractorAmt |
| Net To Organization | -$12,500 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $10,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $22,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$12,500 | TotalNetToOrganizationAmt |
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 | $155,765 | $0 | $0 | $0 | $5,971 | $0 | $0 | $0 | $4,925 | $0 | $166,661 | $0 | $0 | $0 |
| LESSING SEBASTIAN LANG | ||||||||||||||
| MUSIC DIRECTOR | $275,192 | $0 | $0 | $0 | $15,938 | $0 | $0 | $0 | $119 | $0 | $291,249 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | CONTRACT APPROVES TRAVEL FOR COMPANIONS ON A LIMITED BASIS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 VI, SECTION B, LINE 12C | EACH NEW RESPONSIBLE PERSON SHALL BE REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND TO ACKNOWLEDGE 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 BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. SUCH RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES MIGHT INCLUDE SERVICE AS A DIRECTOR OF OR CONSULTANT TO A NONPROFIT ORGANIZATION, OR EMPLOYMENT BY OR OWNERSHIP OF A BUSINESS THAT MIGHT PROVIDE GOODS OR SERVICES TO THE SAN ANTONIO SYMPHONY. ANY SUCH INFORMATION REGARDING BUSINESS INTERESTS OF A RESPONSIBLE 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 NECESSARY 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 IMMEDIATELY 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 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 2C: | THE ORGANIZATION HAS AN AUDIT COMMITTEE 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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