2017-07-14T12:34:26-05:00 2016-08-31 420714325 RSM US LLP 19026 RIDGEWOOD PARKWAY SUITE 400 SAN ANTONIO TX 78259 990 2015-09-01 741185669 SYMPHONY SOCIETY OF SAN ANTONIO SYMP 2105541000 711 NAVARRO ST NO 325 NO 235 SAN ANTONIO TX 78205 DAVID GROSS PRESIDENT 2105541000 2017-07-14 1 JOSIE BEHREND P00715390 2108286281 2015 2021-01-29 14:40:06Z DAVID GROSS 711 NAVARRO ST NO 325 NO 235 SAN ANTONIO TX 78205 8239472 0 X WWW.SASYMPHONY.ORG X 1939 TX 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. 39 34 256 200 45038 -19165 3549616 5329747 3318455 2809376 34683 10763 76509 73361 6979263 8223247 0 0 0 0 5394903 5475418 0 22500 285627 2660548 2452680 8055451 7950598 -1076188 272649 3974482 3635204 2425825 1760294 1548657 1874910 X 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. 0 0 6920444 2837699 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. 6920444 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 77 0 256 1 1 1 0 0 0 0 0 0 0 0 0 X 39 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X RICHARD ROCHE 2105541000 711 NAVARRO STREET SUITE 235 SAN ANTONIO TX 78205 BARGE DAVID BOARD MEMBER (MASTERSIGNER 2.50 X 0 0 0 BENNETT STEVEN VICE CHAIRMAN 2.50 X X 0 0 0 BERG JIM BOARD MEMBER 2.50 X 0 0 0 BROMLEY ERNEST BOARD MEMBER 2.50 X 0 0 0 BUSHMAN MARISA BOARD MEMBER (MUSICIAN REP 17.50 X 36879 0 4925 CANTU FELICIA BOARD MEMBER 2.50 X 0 0 0 CERVERA III FREDDIE E BOARD MEMBER (SYMPHONY LEA 2.50 X 0 0 0 EBERHART LAURA BOARD MEMBER (MUSICIAN REP 17.50 X 39295 0 3204 FLORES JR ALFREDO BOARD MEMBER 2.50 X 0 0 0 HOLMES DAVID BOARD MEMBER 2.50 X 0 0 0 HONEYMAN ERIC D BOARD MEMBER 2.50 X 0 0 0 JETT CLAY BOARD MEMBER 2.50 X 0 0 0 KINDER DAVID BOARD CHAIRMAN 2.50 X X 0 0 0 KLOSE CAROL LEE BOARD MEMBER 2.50 X 0 0 0 KNIGHT-SHEEN J PHILIP BOARD MEMBER 2.50 X 0 0 0 LA ROSA ALFREDO BOARD MEMBER 2.50 X 0 0 0 LOWE JAMES R TREASURER 2.50 X X 0 0 0 MARKOVICH GREG BOARD MEMBER 2.50 X 0 0 0 MERCHANT BETTY M BOARD MEMBER 2.50 X 0 0 0 MUNZEL JENNIFER BOARD MEMBER 2.50 X 0 0 0 OZER MICHAEL SECRETARY 2.50 X X 0 0 0 PARKER ANASTASIA BOARD MEMBER (MUSICIAN REP 17.50 X 38180 0 4925 PERSELLIN DIANE BOARD MEMBER 2.50 X 0 0 0 PETKOVICH BRIAN BOARD MEMBER (MUSICIAN REP 17.50 X 45449 0 119 PURCELL-GUERRA BEVERLY BOARD MEMBER 2.50 X 0 0 0 SEIDEL STEPHEN BOARD MEMBER 2.50 X 0 0 0 SIU ERIC BOARD MEMBER (MUSICIAN REP 17.50 X 36982 0 4847 SWARTZMAN SHEILA BOARD MEMBER 2.50 X 0 0 0 TYE STEVEN BOARD MEMBER 2.50 X 0 0 0 VERETTE MARY JANE BOARD MEMBER 2.50 X 0 0 0 WARE DENNERT BOARD MEMBER 2.50 X 0 0 0 WEINBLATT DIDI BOARD MEMBER 2.50 X 0 0 0 MARINI CINDY BOARD MEMBER (MASTERSIGNER 2.50 X 0 0 0 MCALLISTER TADDY BOARD MEMBER 2.50 X 0 0 0 STENGER-CASTRO FRANK BOARD MEMBER 2.50 X 0 0 0 TOLLEY MARK BOARD MEMBER 2.50 X 0 0 0 VALE KATHLEEN WEIR BOARD MEMBER 2.50 X 0 0 0 VAZQUEZ MARIO BOARD MEMBER 2.50 X 0 0 0 VIROSLAV ALICE BOARD MEMBER 2.50 X 0 0 0 DEBAUCHE KATIE K VP DEVELOPMENT 37.50 X 63419 0 4842 GROSS DAVID PRESIDENT 37.50 X 161736 0 4925 ROCHE RICHARD CHIEF FINANCIAL OFFICER 37.50 X 122224 0 4841 SALAZAR PAUL VP MARKETING & COMMUNICATI 37.50 X 73304 0 4841 BHARNE KARINA VP OF CONCERT PRODUCTION 37.50 X 66336 0 4841 LESSING SEBASTIAN LANG MUSIC DIRECTOR 37.50 X 291130 0 119 974934 0 42429 3 0 1 0 0 7883 1158852 4163012 5329747 PERFORMANCE INCOME 711130 2809376 2809376 2809376 10763 10763 25500 16225 9275 9275 ADVERTISING INCOME 519100 45038 45038 MISCELLANEOUS INCOME 711130 19048 19048 64086 8223247 2837699 45038 10763 980764 662712 280543 37509 3471049 3254164 114240 102645 611552 575822 19320 16410 412053 369733 28268 14052 30000 30000 22500 22500 136334 55590 21129 59615 314384 286192 28192 164860 127362 34152 3346 42126 2345 39781 89429 8320 81109 17054 7957 8683 414 197 197 35542 35542 13977 13977 78436 43773 34663 CONCERT PRODUCTION COST 672858 672858 GUEST ARTIST 629042 629042 INSTRUMENT & MUSIC 137259 137259 LICENSES & FEES 52951 52951 38231 34364 2923 944 7950598 6920444 744527 285627 861914 551624 711684 733317 141671 115945 163129 148191 475093 333326 135900 141767 1960184 1944360 3974482 3635204 193858 105306 1395954 1314397 119313 716700 340591 2425825 1760294 X -1043332 -631036 1262085 1186932 1329904 1319014 1548657 1874910 3974482 3635204 272649 53604 0 X X 0 1 X 1 0 X 3294697 5648897 4178438 3549617 5329747 22001396 3294697 5648897 4178438 3549617 5329747 22001396 1930341 20071055 21119 26362 25105 34683 10763 118032 50965 7830 39296 12246 19045 129382 22248810 12940113 0.90210 0.93460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1860768 1500 61338 58025 1865581 2028882 5050 -110550 62614 1860768 1866833 6000 222163 66114 2028882 1805052 3350 110839 52408 1866833 1739509 121828 50656 5629 1805052 0.71000 0.29000 1 0 475093 333326 141767 141767 FUNDS HELD IN TRUST 1865581 BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY UNITRUST 73459 DEPOSITS ARTISTS/MERCHANDISE 5320 1944360 LINE OF CREDIT 340591 340591 8321048 53603 27974 16224 97801 8223247 0 8223247 7994797 27974 16225 44199 7950598 0 7950598 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. 1 LAWSON AND ASSOCIATES 2101 CEDAR SPRINGS RD SUITE 1050 DALLAS TX 75201 PROFESSIONAL FUNDRAISING CONSULTATION 0 10000 22500 -12500 10000 22500 -12500 X 1 1 X X 0 0 0 0 0 0 0 0 0 GROSS DAVID PRESIDENT 155765 0 0 0 5971 0 0 0 4925 0 166661 0 0 0 LESSING SEBASTIAN LANG MUSIC DIRECTOR 275192 0 0 0 15938 0 0 0 119 0 291249 0 0 0 PART I, LINE 1A CONTRACT APPROVES TRAVEL FOR COMPANIONS ON A LIMITED BASIS. 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.