2016-03-09T14:00:12-06:00 2015-07-31 350921680 CROWE HORWATH LLP 105 Continental Place Suite 200 Brentwood TN 37027 990 2014-08-01 620550979 Nashville Symphony Association NASH 6156876515 1 Symphony Place Nashville TN 37201 Marye Lewis CFO 2016-03-09 true rachel spurlock P00520729 6153605500 2014 2016-08-17 19:52:53Z The Nashville Symphony Alan Valentine 1 Symphony Place Nashville TN 37201 28564040 false X nashvillesymphony.org X 1946 TN The Nashville Symphony inspires, entertains, and educates through excellence in musical performance. 58 55 458 275 -544553 -544553 8356330 10603311 9179687 9476437 1011305 652485 700363 1232173 19247685 21964406 44700 44800 0 0 11724276 12052396 116475 137475 1240916 12559463 13123596 24444914 25358267 -5197229 -3393861 120713276 117274111 27987573 28087030 92725703 89187081 The Nashville Symphony inspires, entertains, and educates through excellence in musical performance. false false 20880655 0 11219857 Maestro Giancarlo Guerrero and the Nashville Symphony bring the classical repertoire vividly to life with performances designed to entertain, inspire and transport audiences. Each concert season is a musical adventure that travels across centuries and continents. Beloved works by Mozart, Beethoven and other cornerstones of the great musical tradition form the foundation of every concert season, but these are just the beginning. During the 2014/15 concert season, the orchestra performed a number of monumental works that showcased the full breadth of orchestral music. These included Strauss' An Alpine Symphony, an epic tone poem chronicling an eventful journey to the top of a mountain and back down again; DuruflE's Requiem, a deeply moving and infrequently performed work that infuses centuries-old Gregorian chant with impressionistic sensibilities; DvorAk's Symphony No. 9 "From the New World," one of the most beloved works in all of the orchestral repertoire; and Mahler's Symphony No. 9, the Austrian composer's last completed symphony. Nashville is a city where new music is constantly being created, and as Music City's resident orchestra, the Nashville Symphony is equally committed to keeping classical music fresh and relevant. As an integral part of its mission, the orchestra champions the work of contemporary American composers through an active schedule of commissions, world premieres and recordings. The 2014/15 season marked several major projects and achievements, all informed by the Nashville Symphony's fervent belief that orchestras have as much to say in the 21st century as they did three centuries ago. The Nashville Symphony released three recordings on Naxos this season: Stephen Paulus' Three Places of Enlightenment, Joan Tower's Violin Concerto, and Richard Danielpour's Ancient Voices. This season, the orchestra also recorded four works slated for future worldwide release, all of them inspired by great works of art and literature: Richard Danielpour's Songs of Solitude, which adapts Yeats' poetry; Danielpour's War Songs, which adapts the Civil War-era poetry of Walt Whitman; Michael Daugherty's American Gothic, a tribute to the paintings of Grant Wood; and Daugherty's Tales of Hemingway, a cello concerto in which each movement is based on a short story by Ernest Hemingway. As part of its commitment to American music, the Nashville Symphony also invests in the creation of new works. The 2014/15 concert season included one of the orchestra's most adventurous commissioning projects yet, The Bass Whisperer, the first concerto for electric bass ever commissioned by a major American ensemble, featuring composer and soloist Victor Wooten. 1128211 44800 0 The Nashville Symphony offers a wide array of free education programs that provide inspiration, instruction and mentorship for students from kindergarten through high school. Our goal is to reach young people at every stage of their development and to make music an integral part of their learning and growing experience. For students who become passionate about playing an instrument, the Nashville Symphony offers programs, resources and opportunities to help them develop the skills they need to pursue serious music study. Notable education programs include: Instrument Petting Zoo, a traveling educational exhibit that provides basic, hands-on introduction to all the instrument families in the orchestra; Is It a Fiddle or a Violin?, a collaboration with the Country Music Hall of Fame and Museum that offers school groups tours of both facilities and a live, interactive performance; Young People's Concerts, which offer students at all grade levels a comprehensive educational experience that enriches in-school learning through a live concert experience; One on a Part, in which musicians of the Nashville Symphony demonstrate the unique characteristics of an ensemble performing without a conductor; Sectionals, in which our teaching musicians travel to area schools to provide student ensembles with coaching and hands-on instruction; and the Curb Concerto Competition, an instrumental competition open to classically trained high school students. The Nashville Symphony is equally committed to sharing a variety of musical experiences with the entire Middle Tennessee community through free performances designed to ensure that everyone has the opportunity to enjoy live music. During the 2014/15 concert season, the orchestra offered 37 free concerts for children and adults at the Schermerhorn and throughout the region. These included: Free Day of Music, which attracted 7,800 attendees with more than 20 performers in an array of genres; OnStage, in which Nashville Symphony musicians give chamber music concerts and share their insights into the music; Community Concerts, a free concert series at public parks that drew 8,700 people to locations ranging from Centennial Park to Two Rivers Mansion; and Let Freedom Sing!, an annual tribute to the life and legacy of Dr. Martin Luther King Jr. featuring the Nashville Symphony Chorus, the Celebration Youth Chorus and special guests. 22008866 true true false false false false false false true true false false false false false true false false false false false false true true false false true true true false false false true false false false true false false false false false true true true false false true 138 0 true 458 true true true false false false false true true false false false false X 58 55 true false false false false false false true true false false true true true true true true true true false X X Marye Lewis 6156876515 1 Symphony Place Nashville TN 37201 JAMES C SEABURY III BOARD CHAIR 1.00 X X 0 0 0 ALAN D VALENTINE PRESIDENT & CEO 40.00 X X 323898 0 15538 JEFFERY C WALRAVEN BOARD TREASURER 1.00 X X 0 0 0 MARK PEACOCK CHAIR-ELECT 1.00 X X 0 0 0 JENNIFER H PURYEAR BOARD SECRETARY 1.00 X X 0 0 0 REBECCA J COLE DIRECTOR 1.00 X 0 0 0 BETSY WILLS DIRECTOR 1.00 X 0 0 0 CARL T HALEY JR DIRECTOR 1.00 X 0 0 0 JOHN H BAILEY III DIRECTOR 1.00 X 0 0 0 EDWARD A GOODRICH DIRECTOR 1.00 X 0 0 0 DAVID L BLACK DIRECTOR 1.00 X 0 0 0 RUSSELL W BATES DIRECTOR 1.00 X 0 0 0 ROBERT J DENNIS DIRECTOR 1.00 X 0 0 0 CANO A OZGENER DIRECTOR 1.00 X 0 0 0 ROGER WEISMEYER DIRECTOR 1.00 X 0 0 0 WILLIAM GREER WIGGINS DIRECTOR 1.00 X 0 0 0 BILL MINKOFF DIRECTOR 1.00 X 0 0 0 NELSON SHIELDS DIRECTOR 1.00 X 0 0 0 DR KEITH B CHURCHWELL DIRECTOR 1.00 X 0 0 0 JOHN T LEWIS DIRECTOR 1.00 X 0 0 0 LARRY J LARKIN DIRECTOR 1.00 X 0 0 0 ALISON F GOODING DIRECTOR 1.00 X 0 0 0 BEN L CUNDIFF DIRECTOR 1.00 X 0 0 0 MICHAEL W HAYES DIRECTOR 1.00 X 0 0 0 LEE ANN INGRAM DIRECTOR 1.00 X 0 0 0 DONNA B YURDIN DIRECTOR 1.00 X 0 0 0 MARK WAIT DIRECTOR 1.00 X 0 0 0 MINDY WHITLEY DIRECTOR 1.00 X 0 0 0 MARTHA R INGRAM DIRECTOR 1.00 X 0 0 0 JOHN MANSON DIRECTOR 1.00 X 0 0 0 DAVID K MORGAN DIRECTOR 1.00 X 0 0 0 SCOTT BECKER DIRECTOR 1.00 X 0 0 0 RENATA SOTO DIRECTOR 1.00 X 0 0 0 BENJAMIN FOLDS DIRECTOR 1.00 X 0 0 0 ELLIOTT W JONES DIRECTOR 1.00 X 0 0 0 MICHAEL MUSICK DIRECTOR 1.00 X 0 0 0 RICHARD L MILLER DIRECTOR 1.00 X 0 0 0 BRETT SWEET DIRECTOR 1.00 X 0 0 0 MICHELLE R COLLINS DIRECTOR 1.00 X 0 0 0 PAM K PFEFFER DIRECTOR 1.00 X 0 0 0 HARRELL ODOM DIRECTOR 1.00 X 0 0 0 SHIRLEY ZEITLIN DIRECTOR 1.00 X 0 0 0 PETER NEFF DIRECTOR 1.00 X 0 0 0 MR KEVIN W CRUMBO DIRECTOR 1.00 X 0 0 0 JUDY M FOSTER DIRECTOR 1.00 X 0 0 0 H VICTOR BRAREN DIRECTOR 1.00 X 0 0 0 FRANK DANIELS III DIRECTOR 1.00 X 0 0 0 BECKY GARDENHIRE DIRECTOR 1.00 X 0 0 0 VINCE GILL DIRECTOR 1.00 X 0 0 0 MARY 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24097549 109197479 0.8416 0.8363 0.1305 0.1440 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 34667.0, COLUMN B - 44709.0, COLUMN C - 61591.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 140967.0; DESCRIPTION - FUNDRAISING REVENUE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 129223.0, COLUMN E - 174711.0, COLUMN F - 303934.0; DESCRIPTION - GROSS SALES OF INVENTORY (10A), COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 449562.0, COLUMN E - 518559.0, COLUMN F - 968121.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10778281 7083 557481 625996 70582 10646267 9855873 63218 1064647 138292 67165 10778281 9187198 12664 1195452 467095 72346 9855873 9541169 23551 61163 348226 90459 9187198 8470124 1610 1597922 456975 71512 9541169 0.9405 0.0595 0.0 false true true 4824167 4824167 129457050 54690383 74766667 8998388 5055305 3943083 1194855 0 1194855 84728772 24109464 -86909 229563 0 2014878 2157532 21951932 12474 12474 21964406 27648086 229563 2060256 2289819 25358267 0 0 25358267 Schedule D, Part V, Line 4 Intended uses of endowment funds The investment funds are used for mission related activities. Of the $10,646,267 of endowment funds, $633,151, or approximately 5.95% of the funds, are permanently restricted. The remaining funds are unrestricted, board designated funds. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 RENTAL EXPENSE - 1892782 COST OF GOODS SOLD - 122096 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements THOR JOHNSON SCHOLARSHIPS (NSOL) - 10800 TAX COST ADJUSTMENT - 1674 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 RENTAL EXPENSE - 1892782 UNCOLLECTIBLE PLEDGE ALLOWANCE - 56178 COST OF GOODS SOLD - 122096 THOR JOHNSON SCHOLARSHIP (NSOL) - -10800 X X X X X X X true ARTSMARKETING SERVICES INC PO BOX 8000 DEPT 325 BUFFALO NY 14267 TELEFUNDING false 213550 136702 76848 213550 136702 76848 TN Symphony Ball 757036 699500 57536 64189 70071 12840 71432 Fashion Show 400659 366200 34459 54751 59554 10215 84493 5 93845 11129 82716 837 70009 4732 34745 1251540 1076829 174711 119777 199634 27787 190670 537868 -363157 true BLAIR SCHOOL OF MUSIC AT VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE NASHVILLE TN 37240 620476822 30000 SPONSOR CURB YOUTH SYMPHONY TO PROMOTE MUSIC EDUCATION 1 0 THOR JOHNSON SCHOLARSHIP 19 10800 CURB CONCERTO COMPETITION 3 4000 Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds The scholarships are awarded to students in two categories. The scholarships are actually distributed to the provider of the music lessons of the award winner, to be used in future music lessons. Nashville Symphony sponsors Curb Youth Symphony at Blair School of Music with Vanderbilt University. We have a close partnering with them at multiple times throughout the year, including our annual Side By Side concert. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The scholarships are awarded to students in two categories. The scholarships are actually distributed to the provider of the music lessons of the award winner, to be used in future music lessons. Nashville Symphony sponsors Curb Youth Symphony at Blair School of Music with Vanderbilt University. We have a close partnering with them at multiple times throughout the year, including our annual Side By Side concert. X X X false false false false false false false false false ALAN D VALENTINE PRESIDENT & CEO 317298 0 0 0 6600 0 0 0 15538 0 339436 0 0 0 CHAD BOYD CFO (& INTERIM COO 11/1/14-12/31/14) 154981 0 0 0 0 0 0 0 14245 0 169226 0 0 0 MARK A BLAKEMAN CHIEF OPERATING OFFICER (THROUGH 10/31/2014) 143501 0 0 0 4500 0 0 0 7704 0 155705 0 0 0 GIANCARLO GUERERRO MUSIC DIRECTOR 395167 0 0 0 0 0 0 0 20572 0 415739 0 0 0 JUN IWASAKI CONCERTMASTER 162423 0 0 0 0 0 5936 0 5481 0 173840 0 0 0 Schedule J, Part I, Line 3 COMPENSATION OF TOP MANAGEMENT OFFICIALS THE BOARD OF DIRECTORS DELEGATES RESPONSIBILITY TO THE EXECUTIVE COMMITTEE, WHICH ACTS AS THE COMPENSATION COMMITTEE, FOR THE REVIEW AND APPROVAL OF THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS. MARTHA INGRAM (SYMPLACE REALTY) DIRECTOR MORTGAGE ON SYMPHONY FACILITY X 23250000 21932192 false true true 21932192 Schedule L, Part II SCHEDULE L, PART II DIRECTOR, LEE ANN INGRAM IS A FAMILY MEMBER OF MARTHA INGRAM, INTERESTED PERSON DISCLOSURE AT SCHEDULE L, PART II. Form 990, Part VI, Line 1a Delegate broad authority to a committee ARTICLE 4 (of Bylaws) EXECUTIVE COMMITTEE 4.1 Delegation of Power to Executive Committee. (a) The Executive Committee shall manage the business and affairs of the Association except as otherwise limited by these Bylaws, the Charter or the Act. The Executive Committee may advise the Board on all matters and shall report to the Board on all decisions made or actions taken by it which the Executive Committee or the Chairman reasonably determine to be major decisions or actions. The Executive Committee shall be assisted by such administrative staff as the Chairman or the President and CEO may determine. Except as otherwise provided in this Article, the provisions of Article 5 shall apply to the Executive Committee. (b) The Executive Committee shall have the power and authority (i) to appoint, negotiate and approve the terms of employment of, and evaluate the performance of the President and CEO and the Music Director and Conductor; (ii) approve agreements with the Musicians' Union (with any member who is an Orchestra Member being excluded, except by invitation of the Chairman); (iii) monitor compliance with the budget; (iv) establish and implement operating policies and procedures; (v) supervise the operations and functions of the other committees and receive reports from these committees on request or as required by these Bylaws; (vi) approve the creation of committees of the Board other than the committees created by these Bylaws and the appointment or removal of members of all committees and (vii) approve a sale, lease or pledge of less than all or substantially all of the assets of the Association. The Executive Committee shall have no power to amend any resolution of the Board or the budget. During discussions of salary or sensitive personnel matters, the Executive Committee may exclude Association employees. 4.2 Number, Election and Term. (a) The Executive Committee shall have at least thirteen (13) and no more than fifteen (15) members, all of whom shall be directors. The Executive Committee shall be comprised of the elected officers of the Association, the President and CEO, the required Orchestra Member, the chairman of the Annual Campaign, the chairman of any capital campaign underway, and the chairmen of the following committees: Artistic Planning, Governance, Strategic Planning, Marketing, Development, and the Schermerhorn Symphony Center Committee. Subject to the limit on total members, other directors may be nominated by the Governance Committee and elected by the Board. Each member shall consent to serve prior to his or her nomination by the Governance Committee. (b) The members of the committee will be elected or appointed for minimum two-year terms, and members shall serve until their successors are elected or appointed and qualified. No member of the Executive Committee shall serve more than three consecutive two-year terms, and a former member may be re-elected or re-appointed following a one year absence from the Executive Committee. (c) The members shall serve at the pleasure of the Executive Committee and the Board, and the Executive Committee or Board may remove any elected member at any time, with or without cause. 4.3 Meetings. Regular meetings of the Executive Committee shall be held every other month unless otherwise determined by the Chairman. Special meetings may be called at any time by an officer or any five (5) members of the Executive Committee. 4.4 Quorum and Voting. At all meetings of the Executive Committee, the presence of a majority of the voting members shall constitute a quorum. Each member shall have one vote on all matters properly coming before the meeting. If a quorum is present when a vote is taken, the affirmative vote of a majority of members present is an act of the committee unless the Act, the Charter or these Bylaws require the vote of a greater number. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons LEE ANN INGRAM AND MARTHA INGRAM - Family relationship Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is prepared by the Controller; a draft is reviewed by the organization's public accounting firm, the CFO, the Audit Committee Chair, and the Board Treasurer. Prior to filing of the final Form 990, a full copy, including supplemental schedules, is provided to the full governing body. Form 990, Part VI, Line 12c Conflict of interest policy 2.8 Conflict of Interest. (from Bylaws of Organization) (a) The President and CEO shall be responsible for maintaining a written conflict of interest policy for the Association approved by the Board of Directors. This policy shall address conflict of interest related to any director, officer, committee member, or administrative staff member of the Association (b) When any conflict of interest relates to a matter requiring action by the Board of Directors or any Committee, the interested person shall call it to the attention of the Board of Directors or the Committee before which the matter is pending, as applicable. Any other Board or Committee member may call the matter to the attention of the Board or Committee, as applicable. The interested person shall not deliberate or vote on the matter; provided, however, that any director disclosing a conflict of interest may be counted in determining the presence of a quorum at a meeting of the Board of Directors or the Executive Committee. (c) Unless requested to remain present during the meeting, the interested person shall retire from the room in which the Board of Directors or Executive Committee is meeting, and shall not participate in the final deliberation or decision regarding the matter under consideration. However, the interested person shall provide the Board or Committee, as applicable with any and all relevant information. (d) The minutes of the meeting of the Board or any Committee, as applicable, shall reflect that the conflict of interest was disclosed, that the interested person did not participate in the final discussion or vote and did not vote, and the rationale for approving the action. Form 990, Part VI, Line 15a Process to establish compensation of top management official Typically, the organization utilizes surveys and research of local, regional and national organizations of similar size and makeup to accumulate fair and reasonable compensation data for officers and key employees on an annual basis for the compensation committee to review. In fiscal year 2015, this review led to the compensation committee providing for a 0-3% increase in the compensation that had been established in fiscal year 2013. Form 990, Part VI, Line 15b Process to establish compensation of other employees All officers and key employees included in the compensation review were as follows: Music Conductor, President & CEO, CFO, COO, and Concertmaster. Form 990, Part VI, Line 19 Required documents available to the public Governing documents and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104 and are not available to the public at this time. The Nashville Symphony does, however, make its annual financial audit & the 990 available on its own website. Form 990, Part IX, Line 11g Other Fees GUEST ARTIST FEES - Total Expense: 3419238, Program Service Expense: 3419238, Management and General Expenses: , Fundraising Expenses: ; ADVOCACY FEES - Total Expense: 13655, Program Service Expense: , Management and General Expenses: 13655, Fundraising Expenses: ; DONOR MARKET RESEARCH CONSULTANTS - Total Expense: 66133, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: 66133; Form 990, Part XI, Line 9 Other changes in net assets or fund balances TAX COST ADJUSTMENTS - -1674; UNCOLLECTIBLE PLEDGE ALLOWANCE - -56178; NASHVILLE SYMPHONY ENDOWMENT TRUST PO BOX 1802 PROVIDENCE RI 029011802 626222276 SUPPORT NASHVILLE SYMPHONY TN 501(c)(3 Type I NASHVILLE SYMPHONY ASSOCIATION true IRREVOCABLE GRANTOR TRUSTS (2) INVESTMENTS TN NASHVILLE SYMPHONY ASSOCIATION Trust false false false false false false false false false false false false false false false false false false true true Nashville Symphony Endowment Trust (#62-6222276) R 107951 cash Nashville Symphony Endowment Trust (#62-6222276) S 444461 cash