2016-04-01T10:37:55-05:00 2015-08-31 741650885 PADGETT STRATEMANN & CO LLP 100 NE LOOP 410 SUITE 1100 SAN ANTONIO TX 78216 990 2014-09-01 741185669 SYMPHONY SOCIETY OF SAN ANTONIO SYMP 2105541000 711 NAVARRO ST NO 235 SAN ANTONIO TX 78205 RICHARD ROCHE CFO 2105541000 2016-04-01 1 JOSIE BEHREND P00715390 2108286281 2014 2016-08-17 19:52:53Z DAVID GROSS 711 NAVARRO ST NO 235 SAN ANTONIO TX 78205 6992271 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. 36 30 227 400 57643 -11873 4178438 3549616 2338656 3318455 25105 34683 106263 76509 6648462 6979263 0 0 0 0 4773818 5394903 0 0 337868 2207082 2660548 6980900 8055451 -332438 -1076188 5180209 3974482 2398084 2425825 2782125 1548657 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 6950369 3337321 DURING THE FY14-15 SEASON, THE SAN ANTONIO SYMPHONY PERFORMED 32 CLASSICS SERIES CONCERTS, 16 POPS SERIES CONCERTS, TWO DISCOVER SERIES CONCERTS, THREE BAROQUE SERIES CONCERTS, TWO MOVIE SERIES CONCERTS, TWO FAMILY SERIES CONCERTS AND 23 YOUNG PEOPLE'S CONCERTS. WE OPENED THE SEASON ON SEPTEMBER 20, 2014 WITH A PERFORMANCE FEATURING FOUR-TIME GRAMMY-WINNER RENEE FLEMING IN A SPECIAL CONCERT CELEBRATING OUR INAUGURAL SEASON AT THE TOBIN CENTER. AS PART OF OUR CLASSICAL PROGRAMMING, WE UNVEILED THE AMERICAN PRELUDES, A PROJECT COMMISSIONING 14 WORKS CREATED BY NOTABLE COMPOSERS FROM ALL OVER THE WORLD. EACH WORK WORLD PREMIERED AS A PRELUDE DURING A CLASSICS SERIES WEEKEND OF CONCERTS. AS PART OF OUR COLLABORATIVE PROGRAMMING, WE PARTNERED WITH THE TOBIN CENTER FOR THE PERFORMING ARTS IN PRESENTING A RECITAL SERIES FEATURING WORLD RENOWNED ARTISTS. ON FEBRUARY 8, 2015, WE FEATURED THE LEGENDARY VIOLINIST, ITZHAK PERLMAN AND SUPERSTAR PIANIST LANG LANG ON MARCH 2, 2015. ADDITIONALLY, WE PERFORMED IN COLLABORATION WITH THE BALLET SAN ANTONIO IN THEIR NUTCRACKER AND ROMEO AND JULIET PRODUCTIONS, AND WITH THE OPERA SAN ANTONIO IN THEIR PRODUCTION OF SALOME.IN JANUARY 2015, WE HOSTED THE STRAUSS FESTIVAL FEATURING 16 ARTS ORGANIZATIONS IN 13 PRESENTATIONS. FESTIVAL PROGRAMMING INCLUDED FOUR SYMPHONY CONCERTS, RECITALS AND CHAMBER MUSIC PERFORMANCES, COLLABORATIVE PRESENTATIONS BETWEEN MUSIC, ART, AND DANCE ORGANIZATIONS, AND LECTURES ON THE HISTORIC CONTEXT OF STRAUSS' MUSIC. THE 2014-15 COMMUNITY OUTREACH ACTIVITIES FEATURED SPECIAL PRESENTATIONS AND PERFORMANCES ACROSS SAN ANTONIO AND SURROUNDING AREAS. THE SYMPHONY PERFORMED THE ANNUAL VETERAN'S DAY "SALUTE TO SERVICE!" CONCERT AT THE LAURIE AUDITORIUM AT NO CHARGE TO AUDIENCES AND PRESENTED THE MESSIAH AT THE EMPIRE THEATRE. OVER 47 OUTREACH PRESENTATIONS AND PERFORMANCES WERE CONDUCTED IN LOCAL LIBRARIES AND COMMUNITY VENUES INCLUDING UT HEALTH SCIENCE CENTER, ADANTE SENIOR LIVING CENTER, AND THE ARMY RESIDENCE COMMUNITY. THE INSTRUMENT PETTING ZOO WAS BROUGHT TO COMMUNITY EVENTS SUCH AS THE GRAND OPENING OF THE DOSEUM AND THE CREATE-IT! CONVENTION AT SAN ANTONIO CHILDREN'S MUSEUM. TEN SELECT PERFORMANCES FROM THE 2014-15 CLASSICS SERIES WERE FEATURED ON KPAC 88.3FM AND KTXI 90.1 FM ON CONSECUTIVE SATURDAYS FROM AUGUST 8 TO OCTOBER 10, 2015. THESE SUMMER BROADCASTS PLAY AN INSTRUMENTAL ROLE MAINTAINING OUR CONNECTION TO THE COMMUNITY DURING THE OFF-SEASON.OUR EDUCATIONAL YOUNG PEOPLE'S CONCERTS WERE BROUGHT TO OVER 37,000 STUDENTS AND TEACHERS FROM OVER 250 PUBLIC, PRIVATE, AND HOME SCHOOLS; 18,300 CAME FROM DESIGNATED TITLE I SCHOOLS WITH HIGH POPULATIONS OF AT RISK AND ECONOMICALLY DISADVANTAGED STUDENTS. WE MADE SIGNIFICANT STRIDES TO INCREASE ACCESS FOR PUBLIC SCHOOLS THROUGH WAIVED TICKET FEES AND AN INCREASE IN OUR TRANSPORTATION ASSISTANCE. OVER 23,900 STUDENTS ATTENDED THE YPCS DUE TO THESE INITIATIVES. AS PART OF OUR EDUCATIONAL PROGRAMMING, THE SYMPHONY CONDUCTED IN-SCHOOL DOCENT VISITS, PERFORMANCES, MASTERCLASSES AND GROUP INSTRUCTION SECTIONALS AT 41 AREA SCHOOLS. WE OFFERED SIX OPEN REHEARSALS TO AREA UNIVERSITY, MIDDLE AND HIGH SCHOOL MUSIC STUDENTS; OVER 4,000 STUDENTS FROM 63 CAMPUSES ATTENDED. 6950369 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 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 73 0 227 1 1 1 0 0 0 0 0 0 0 0 0 X 36 30 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 BENNETT STEVEN BOARD MEMBER 2.50 X 0 0 0 BERG JIM VICE CHAIRMAN 2.50 X X 0 0 0 BROMLEY ERNEST BOARD MEMBER 2.50 X 0 0 0 BUSHMAN MARISA BOARD MEMBER (MUSICIAN REP) 17.50 X 33692 0 4646 CALDWELL LISA BOARD MEMBER 2.50 X 0 0 0 CANTU FELICIA BOARD MEMBER 2.50 X 0 0 0 DIETZ RICHARD BOARD MEMBER 2.50 X 0 0 0 FAYE MARILYN BOARD MEMBER 2.50 X 0 0 0 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 KUSTER SHARON BOARD MEMBER (MUSICIAN REP)) 17.50 X 40207 0 10294 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 BOARD MEMBER 2.50 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 PERSELLIN DIANE BOARD MEMBER 2.50 X 0 0 0 PETKOVICH BRIAN BOARD MEMBER (MUSICIAN REP)) 17.50 X 40012 0 4646 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 32699 0 4645 SWARTZMAN SHEILA BOARD MEMBER 2.50 X 0 0 0 TOOMES AIMEE BOARD MEMBER (MUSICIAN REP) 17.50 X 33102 0 4646 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 WANDA LYDON BOARD MEMBER (MUSICIAN REP)) 17.50 X 23145 0 7847 BARGE DAVID BOARD MEMBER (MASTERSIGNERS REP) 2.50 X 0 0 0 CERVERA III FREDDIE E BOARD MEMBER (SYMPHONY LEAGUE REP) 2.50 X 0 0 0 GROSS DAVID PRESIDENT 37.50 X 133542 0 8760 TOOMES JANET VP OPERATIONS (UNTIL 37.50 X 73192 0 4794 DEBAUCHE KATIE K VP DEVELOPMENT 37.50 X 13713 0 1850 HAMILTON CYNTHIA VP DEVELOPMENT & MARKETING 37.50 X 81714 0 3595 ROCHE RICHARD CHIEF FINANCIAL OFFICER 37.50 X 111166 0 13301 SALAZAR PAUL VP MARKETING & COMMUNICATIONS 37.50 X 64001 0 4646 LESSING SEBASTIAN LANG MUSIC DIRECTOR 37.50 X 274154 0 114 954339 0 73784 3 0 1 0 0 5542 709562 2834512 3549616 PERFORMANCE INCOME 711130 3318455 3318455 3318455 34683 34683 19628 13008 6620 6620 ADVERTISING INCOME 519100 57643 57643 MISCELLANEOUS INCOME 711130 12246 12246 69889 6979263 3337321 57643 34683 1081521 706777 299915 74829 3326937 3116541 117723 92673 575057 562188 12869 411388 364899 31702 14787 40450 40450 174017 47715 22137 104165 276737 254662 22075 105692 83375 16702 5615 41518 3668 37850 150570 46367 104203 19439 13720 5610 109 1180 306 874 23177 23177 13412 13412 75786 45264 30522 CONCERT PRODUCTION COST 651802 651802 GUEST ARTIST 648525 648525 INSTRUMENT & MUSIC 185742 185742 MISCELLANEOUS 139159 137190 1436 533 113342 81934 22069 9339 8055451 6950369 767214 337868 228 1436293 861914 1371466 711684 18982 141671 126879 163129 455250 319350 63428 135900 2162933 1960184 5180209 3974482 110606 193858 1420502 1395954 202707 119313 664269 716700 2398084 2425825 X -687984 -1043332 2145255 1262085 1324854 1329904 2782125 1548657 5180209 3974482 -1076188 -157280 0 X X 0 1 X 1 0 X 3545239 3294697 5648897 4178438 3549617 20216888 3545239 3294697 5648897 4178438 3549617 20216888 1051505 19165383 134 21119 26362 25105 34683 107403 72269 50965 7830 39296 12246 182606 20506897 12196185 0.93460 0.90590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2028882 5050 -110550 62614 1860768 1866833 6000 222163 66114 2028882 1805052 3350 110839 52408 1866833 1739509 121828 50656 5629 1805052 1618518 2700 165319 39747 7281 1739509 0.71000 0.29000 1 0 455250 319350 135900 135900 FUNDS HELD IN TRUST 1860768 BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY UNITRUST 94096 DEPOSITS ARTISTS/MERCHANDISE 5320 1960184 LINE OF CREDIT 716700 716700 6851032 -157280 16041 13008 -128231 6979263 0 6979263 8084500 16041 13008 29049 8055451 0 8055451 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 13,008. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 13,008. X 1 1 X X 0 0 0 0 0 0 0 0 0 LESSING SEBASTIAN LANG MUSIC DIRECTOR 268163 0 0 0 5991 0 0 0 114 0 274268 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 SYMPHONY OBTAINED COMPENSATION INFORMATION FROM THE ANNUAL SAN ANTONIO WERLING SURVEY, A NON PROFIT WAGE AND BENEFIT SURVEY. THE SURVEY PROVIDED COMPREHENSIVE DATA ON JOBS FROM 90 NON PROFIT ORGANIZATIONS IN THE SAN ANTONIO AREA. 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.