HOUSTON SYMPHONY SOCIETY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON SYMPHONY SOCIETY (EIN 74-1157373)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-14
- IRS object ID
- 201511049349301101
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-14T12:52:59-07:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770275132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741157373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Symphony Society | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 7132244240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 Louisiana Jones Hall | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rauli Garcia | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2015-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mark C Hanson | PrincipalOfficerNm |
| Gross Receipts | $31,245,377 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.houstonsymphony.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1913 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Houston Symphony is to inspire and engage a large and diverse audience in Greater Houston and beyond through exceptional orchestral performances, educational programs and community activities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 79 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 79 | VotingMembersIndependentCnt |
| Total Employee | 516 | TotalEmployeeCnt |
| Total Volunteers | 788 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $22,940,791 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,460,596 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,428,828 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,537,909 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,968 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,534 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$129,436 | PYOtherRevenueAmt |
| CY Other Revenue | -$281,035 | CYOtherRevenueAmt |
| PY Total Revenue | $32,245,151 | PYTotalRevenueAmt |
| CY Total Revenue | $27,726,004 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,072,211 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,210,418 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $27,302 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $20,930 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,547,599 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,982,778 | PYOtherExpensesAmt |
| CY Other Expenses | $11,168,617 | CYOtherExpensesAmt |
| PY Total Expenses | $27,082,291 | PYTotalExpensesAmt |
| CY Total Expenses | $29,399,965 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,162,860 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,673,961 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,093,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,731,054 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,182,728 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,551,727 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$9,088,747 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$8,820,673 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the Houston Symphony is to inspire and engage a large and diverse audience in Greater Houston and beyond through exceptional orchestral performances, educational programs and community activities. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $23,839,662 | ExpenseAmt |
| Revenue | $10,537,909 | RevenueAmt |
| Desc | HOUSTON SYMPHONY 2013-14 CENTENNIAL SEASON The Houston Symphonys 2013-14 Centennial Season was a yearlong celebration of the citys most established performing arts organization. This landmark season embraced the entire community and featured a wide range of artistic success. This overview shows the highlights of the Symphonys remarkable 100th season. 2013-14 CLASSICAL SEASON The season-long Centennial Celebration brought an exciting lineup of concerts and guest artists to the Jones Hall stage to commemorate 100 years of music-making in Houston. This celebration brought together rising stars of the future as well as some of the Symphonys oldest and dearest friends, including former music directors of the organization, artists who have become Houston favorites and four concert weekends with Andrs Orozco-Estrada, who will lead the Houston Symphony into its second century of success as the orchestras 15th Music Director. Former Music Directors In September, the Houston Symphony welcomed back former music director Lawrence Foster for three performances featuring world-renowned violinist Joshua Bell. Former music director Hans Graf made two appearances during the Centennial Season as Conductor Laureate. In November he was joined by Argentinian pianist Ingrid Fliter who delighted audiences with the beauty of Mozarts Piano Concerto No. 23. Then in April he treated audiences to a powerful all-Russian program that included performances of Tchaikovskys Fantasy Overture from Romeo and Juliet and Prokofievs Symphony No. 3. The finale of the classical season featured former music director Christoph Eschenbach leading the orchestra in Mahlers monumental Symphony No. 8, Symphony of a Thousand, described below. Music Director Designate Andrs Orozco-Estrada As part of our Centennial Season it was important not only to highlight the orchestras past but also look to the future. The thirteen concerts over four weekends with then Music Director Designate Andrs Orozco-Estrada gave an exciting glimpse into what the Houston Symphony has to look forward to under his leadership. In October, Andrs was joined by the incomparable Midori, his first collaboration with the violinist and her first visit to Houston in over a decade. In January, Andrs led the orchestra in two extraordinary back-to-back weekends of concerts. On January 3, 4 and 5, 2014 he conducted Schnittkes Moz-Art la Haydn paired with a work by each of the composers referenced in Schnitkes piece: Mozarts Jupiter Symphony and Haydns Fire Symphony. The following weekend, more than 6,000 people packed Jones Hall to experience the Symphonys first back-to-back presentation of The Planets An HD Odyssey and The Earth An HD Odyssey. Following this weekend of concerts, Andrs led the orchestra in the recording of the music for The Earth that will be paired with the film for release on DVD and Blu-Ray in fall 2014. Andrs fourth and final concert weekend during the Centennial Season featured Grammy Award-winning pianist Yefim Bronfman in a program titled Bronfman Plays Beethoven 4. The program also included Dvoraks Symphony No. 8, the performances of which were recorded for future release as part of a compilation of Dvoraks final four symphonies (Symphony Nos. 6-9). Signature Centennial Concerts The Symphonys Centennial celebration presented unique opportunities to bring together extraordinary performers for once-in-a-lifetime experiences. Such was the case with the special one-night only performance on December 5, 2013 that featured two of the worlds most celebrated artists composer and conductor John Williams and cellist Yo-Yo Ma. This concert, which was one of the most anticipated highlights of the Centennial Season, was an incredible success for the organization. On November 1, 2 and 3, 2013, the Houston Symphony presented the world premiere of its latest multimedia commission, La Triste Historia. Led by former Houston Symphony associate conductor Carlos Miguel Prieto, the performances, which celebrated the Mexican tradition of Dia de los Muertos, or Day of the Dead, were extremely well received. Houston Press called it the classiest and perhaps most monumental honoring of the dead since the ancient pyramids were built. Composer Juan Trigos original Symphony No. 3, Ofrenda a los muertos, served as the musical score to the story by director Ben Young Mason and mostly animated film by executive producer Duncan Copp and U.K. animation studio ticktockrobot. All three creators attended the world premiere weekend. Adding to the festivities, the Mexican Consulate of Houstons annual Dia de Los Muertos Oferendas Exhibit was on display at Jones Hall for the duration of the weekend. Another much anticipated highlight of the Classical Season was the two monumental performances of Gustav Mahlers Symphony No. 8, Symphony of a Thousand, on May 9 and 10, 2014. For this grand finale of the classical season, a total of 436 performers joined former music director Christoph Eschenbach on stage for two incredible performances that were not only heard but felt throughout Jones Hall. Comprising the roster of performers were: 118 orchestral musicians; 250 members of an expanded Houston Symphony Chorus that included current members and alumni as well as 35 student performers drawn from Prairie View A&M University Chorus, Clear Creek High School Choir and Clear Lake High School Choir; 60 members of the combined Houston Boychoir and Fort Bend Boys Choir of Texas; and eight vocal soloists. Leading up to the two concerts, the Houston Symphony hosted a series of 20 educational opportunities for audience and community members to learn more about the life and work of composer Gustav Mahler and the performances of this rarely performed work. In total, more than 1,400 people took part in these engagement activities, including lectures, panel discussions, film screenings, open rehearsals for individuals and business council members and more. These pre-concert community activities helped to drive ticket sales as nearly 4,000 people packed Jones Hall for two nights, requiring the use of the balcony which is traditionally closed for classical concerts. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2013-14 POPS SEASON Principal POPS Conductor Michael Krajewski led the orchestra in an incredible season that celebrated the orchestras ongoing commitment to being an industry leader in developing new shows and providing a broad range of programming options to delight all musical tastes. The season opened in September with the return of Cirque de la Symphonie, a show the Houston Symphony premiered in 2006. Pairing daredevil cirque performers with thrilling symphonic music, this show quickly became one of the best-selling pops concerts. In October, the Houston Symphony presented the world premiere of Classic Soul, the first pops show specifically dedicated to the artistry of soul. The orchestra welcomed star of stage and screen Megan Hilty in November for three performances of Luck be a Lady, featuring songs made famous by legendary artists such as Frank Sinatra, Etta James, Ella Fitzgerald and Dolly Parton. The 2013-14 performances of Very Merry Pops, always a crowd favorite, once again drew large audiences with more than 7,000 people attending the four performances. In addition to traditional holiday favorites, this seasons concerts featured a special presentation of Glad Tidings, a musical journey through the story of the first Christmas commissioned by the Houston Symphony in 2003. The Houston Symphony and Michael Krajewski opened the new year in January with the premiere of The Contemporary Songbook with Tony DeSare. In February, frequent guest conductor Steven Reineke returned to conduct Music of the Mad Men Era. Also scheduled in February was a special one-night-only Valentines Day concert with Linda Eder. Unfortunately, snowstorms on the east coast prevented Linda from traveling to Houston for the concert, but Houston Symphony partner Spec's Wines, Spirits & Finer Foods saved the day by sponsoring a free Valentine's Day performance of Vivaldis Four Seasons, led by Houston Symphony Concertmaster Frank Huang. To coincide with the Houston Symphonys Centennial, Principal POPS Conductor Michael Krajewski curated 100 Years of Broadway featuring the greatest hits of American musical theater. This concert showcased the Houston Symphony Chorus, joined by three stars of Broadway to sing through the decades. The response to these concerts was overwhelming. Single-ticket sales surpassed goal by an incredible 67 percent, making it the second most attended POPS weekend with nearly 5,800 attendees. Superstar trumpeter Chris Botti made his third appearance with the Houston Symphony in April. The season concluded with Symphonic Spectacular! featuring host Victor Garber. 2013-14 FAMILY SERIES Each season, the Houston Symphony and Associate Conductor Robert Franz present four innovative and engaging family programs featuring themes specifically chosen to create a stimulating experience for children while providing entertainment for the whole family. In selecting themes for the Centennial Season, the Symphony wanted to celebrate not only its history but also the talents of its Theater District partners and other organizations that help to make Houston a vibrant cultural arts city. In October, Alley Theatre actor Jeffrey Bean provided the narration for Peter and the Wolf. Baritone Reginald Smith Jr. of the Houston Grand Opera Studio and The Woodlands High School Choir joined the Houston Symphony in December to take audiences into the whimsical world of Whoville in How the Grinch Stole Christmas. More than 3,500 children and parents came to celebrate the season with the Houston Symphony. In January, the Houston Symphony celebrated its partnership with the Houston Livestock Show & Rodeo and Houstons western heritage in Wild, Wild West! A rodeo cowboy and performers from Theatre Under the Stars helped audiences to explore the sights and sounds of the western frontier. For the final family concert in April, the High School for the Performing and Visual Arts Chorale and graceful dancers from Hope Stone Dance Company transported audiences to a royal court for Belle of the Ball. This concert, featuring music from Disneys Beauty and the Beast and other regal works, surpassed its single-ticket sales goal by more than 40 percent, making it the second most attended family concert of the season behind the holiday concert. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION AND COMMUNITY PROGRAMMING As part of its commitment to serving its community, the Symphony invests more than $4 million, or 14% of its annual budget, in educational programs, community activities and free concerts. Education and Community Programming is a vital part of our communitys cultural and educational fabric. In the Centennial Season, through more than 250 education and community engagement performances and events at over 100 venues, the Houston Symphony and its musicians inspired and engaged greater Houstons diverse community, including more than 140,000 people who attended free of charge and over 97,000 children. The David Dewhurst Student Concert Series The cornerstone of the Houston Symphonys education programs, the David Dewhurst Student Concert Series in the 2013-14 Season consisted of 15 concerts. Six Symphony Detective Concerts for students in 1st through 3rd grade were performed at Jones Hall on January 22, 23 and March 4, 2014 at 9:40 and 11:15 a.m. Eight Cameron Symphony Explorer Concerts for students in 4th through 8th grade were performed at Jones Hall on October 7, 8, 29 and November 13, 2013 at 9:40 and 11:15 a.m. An additional performance was held at the Cynthia Woods Mitchell Pavilion on May 20, 2014 for students of Conroe ISD. Attendance was very strong. More than 40,000 public, private and home-schooled students from more than 300 schools across 21 Houston-area school districts attended the 2013-14 Student Concert Series. All eight Symphony Explorer Concerts at Jones Hall hosted maximum capacity crowds (2,700 per concert), and attendance at the Symphony Detective Concerts increased by nearly 4,000, or 36 percent. Due to this demand for student concerts, the Symphony has expanded the program in the 2014-15 Season from 15 concerts to 20, including two new concerts for middle school students. This incredible growth emphasizes the fact that our concerts provide an important service for teachers and an invaluable educational experience for students. Day of Music A highlight of the summer of 2013 was the Symphonys first annual Day of Music on July 13, which drew nearly 10,000 people to Jones Hall for a free 13-hour event featuring two performances by the orchestra and more than 30 ensembles drawn from Houstons diverse musical community. The Day of Music began with a free Houston Symphony family concert and concluded with the annual Houston Chronicle Concert, which was free this year, featuring Moran Katz, the first place winner of the 2013 Ima Hogg Competition. Between these concerts, an amazing array of musical acts, ranging from blues and klezmer to mariachi and baroque, performed on five stations in and around Jones Hall. Food trucks parked across the street on Jones Plaza added to the festive atmosphere. Holidays Across Houston New for the 2013-14 Centennial Season, Holidays Across Houston provided free, family-oriented holiday music in several community venues around Houston. In December of 2013, the orchestra visited Houston Methodist Hospital, the Church Without Walls, and Fallbrook Church to perform for audiences of more than 2,300 people. GDF Suez Community Connections In 2013-14, this year-round volunteer program, which brings the extraordinary talents of Houston Symphony musicians into the community, reached close to 5,000 individuals in 83 different venues, ranging from small nursing homes to school gymnasiums. Performances were held at community centers, churches and synagogues, extended learning centers, hospitals, assisted living centers and homeless shelters. This wholehearted commitment by Houston Symphony musicians is a natural outgrowth of their dedication to art and community service, and underscores the value of introducing listeners, both old and new, to the universal joys of music. 2013 and 2014 Ima Hogg Competitions The Houston Symphony Ima Hogg Competition is the only orchestra-run, volunteer-managed, multi-instrumental competition of its caliber in the country. Fittingly, the Centennial Season included two Ima Hogg Competitions, which marked the beginning and end of this year-long celebration. The 2013 Competition took place from May 30 to June 1, 2013. Thanks to the generosity of John and Tracy Dennis as well as other donors, the prize pool of the Competition was increased from $9,300 to $43,000. This significant increase raised the profile of the Competition, brought it in line with other instrumental competitions in the country, and resulted in a record-setting applicant pool of 135 musicians. Israeli-born clarinetist Moran Katz became the star of the Competition by winning the First Prize, as well as the Audience Choice and the Artistic Encouragement Awards. In total the competition raised $64,000, and provided leverage to increase the goal for the 2014 Competition. That competition, which occurred from May 29-31, 2014, marked the final concert of the Centennial Season, again attracting many young musicians representing 17 countries and 19 states. The Competitions first-ever fundraising goal of $210,000 was exceeded, with a total of $218,000 raised. Through various marketing efforts, media exposure and partnerships, the Stude Concert Hall was filled to near capacity, raising awareness of the Competition throughout the Houston area and beyond. The winner of the 2014 Competition, clarinetist Lin Ma, was featured as a soloist during the Houston Chronicle Concert on July 12, 2014. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,839,662 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 131 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 516 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 79 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 79 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sally Brassow | PersonNm |
| Phone | 7132381470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 Louisiana St 102 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (85 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Robert A Peiser | |||||||||
| President | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jesse B Tutor | |||||||||
| Chairman | 10.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mike Stude | |||||||||
| Chair Emeritus | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Steven P Mach | |||||||||
| VPGov/Secretary | 10.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jerry Simon | |||||||||
| VP Development | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Justice Brett Busby | |||||||||
| VP Artstc & Orc | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Allen Gelwick | |||||||||
| VP Programming | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Billy McCartney | |||||||||
| VP Education | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Gloria Pryzant | |||||||||
| VP Aud Dev Mkt | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David J Wuthrich | |||||||||
| VP Volunteers | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Anthony W Bohnert | |||||||||
| VP Finance | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Donna N Shen | |||||||||
| VP Comm Prtner | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert B Tudor III | |||||||||
| Past President | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Paul R Morico | |||||||||
| General Counsel | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Marie Taylor Bosarge | |||||||||
| At-Large Member | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Eugene H Dewhurst | |||||||||
| At-Large Member | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Helen P Shaffer | |||||||||
| At-Large | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jim R Smith | |||||||||
| At-Large | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Graham Baker | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Janice H Barrow | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Danielle C Batchelor | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Darlene Bisso | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Terry A Brown | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ralph Burch | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Donna Chapman | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Janet F Clark | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael H Clark | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kelli Cohen Fein | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ryan Colburn | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Cutler | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alexander Dell | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Viviana Denechaud | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Doherty | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Susanna Dokupil | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John Esquivel | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Julia A Frankel | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David Frankfort | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronald Franklin | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mauro Gimenez | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen W Glenn | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Enrique Gonzalez | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan A Hansen | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gary L Hollingsworth | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian James | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joan Kaplan | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ulyesse J LeGrange | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rochelle Levit | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cora Sue Mach | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rodney H Margolis | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jay Marks | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary Lynn Marks | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David Massin | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jackie W Mazow | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Barbara B McCelvey | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alexander K McLanahan | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kevin O Meyers | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bobbie Newman | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Geoffroy Petit | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David R Pruner | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen D Pryor | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ron R Rand | |||||||||
| Governing Dir | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John Rydman | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Manolo Sanchez | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Miles Smith | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David G Steakley | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James Stein | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| William Toomey II | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ileana V Trevino | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Betty Tutor | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Waisman | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Fredric A Weber | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Diana Weil | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Vicki West | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Alkek Williams | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Edmond D Wulfe | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Yekovich | |||||||||
| Governing Dir | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark C Hanson | |||||||||
| Exec Dir/CEO | 40.00 | 0.00 | Yes (X) | $378,329 | $0 | $20,613 | |||
| Michael Pawson | |||||||||
| CFO to 7/12/13 | 40.00 | 0.00 | Yes (X) | $213,867 | $0 | $18,204 | |||
| Rauli Garcia | |||||||||
| CFO fr 9/1/13 | 40.00 | 0.00 | Yes (X) | $57,746 | $0 | $7,809 | |||
| Hans Graf | |||||||||
| Music Director | 40.00 | 0.00 | $345,030 | $0 | $9,545 | Yes (X) | |||
| Frank Huang | |||||||||
| Concert Master | 20.00 | 0.00 | $200,251 | $0 | $14,550 | Yes (X) | |||
| Brinton Smith | |||||||||
| Principal Cello | 20.00 | 0.00 | $158,751 | $0 | $24,339 | Yes (X) | |||
| William VerMeulen | |||||||||
| Principal Horn | 20.00 | 0.00 | $160,471 | $0 | $24,549 | Yes (X) | |||
| David Chambers | |||||||||
| Chief Dev Officer | 40.00 | 0.00 | $193,693 | $0 | $9,541 | Yes (X) | |||
| Jonathan Fischer | |||||||||
| Principal Oboe | 20.00 | 0.00 | $148,685 | $0 | $13,103 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,856,823 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $142,253 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1 | CityContractorAddress/ForeignAddress/City | CountryContractorAddress/ForeignAddress/Country | Postal CodeContractorAddress/ForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|
| Strike Marketing | |||||||||
| 906 Rutland Street | Houston | TX | 77008 | Marketing | $845,050 | ||||
| Page International Communications | |||||||||
| 2749 Bingle Rd | Houston | TX | 77055 | Printing | $299,434 | ||||
| Jackson & Company | |||||||||
| PO Box 130260 | Houston | TX | 77219 | Catering | $401,524 | ||||
| Duncan Copp LTD | |||||||||
| Telemarketing | $461,765 | 26 Collins St | Blackheath London | UK | SE3 OUG | ||||
| Aramark | |||||||||
| 1001 Avenida de las Americas | Houston | TX | 77010 | Catering | $305,042 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,650,523 | FundraisingAmt |
| Related Organizations | $4,124,316 | RelatedOrganizationsAmt |
| Government Grants | $930,450 | GovernmentGrantsAmt |
| All Other Contributions | $9,755,307 | AllOtherContributionsAmt |
| Noncash Contributions | $1,213,660 | NoncashContributionsAmt |
| Total Contributions | $17,460,596 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Classical and pops series | 711130 | $6,929,545 | $6,929,545 |
| Other concerts | 711130 | $3,608,364 | $3,608,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,537,909 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,929 | TotalRevenueColumnAmt |
| Exclusion | $19,929 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,191,152 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,202,547 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$11,395 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,395 | TotalRevenueColumnAmt |
| Exclusion | -$11,395 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,035,791 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,650,523 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,316,826 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$281,035 | TotalRevenueColumnAmt |
| Exclusion | -$281,035 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,726,004 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,537,909 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$272,501 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,809,359 | TotalAmt |
| Program Services | $882,579 | ProgramServicesAmt |
| Management And General | $718,875 | ManagementAndGeneralAmt |
| Fundraising | $207,905 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,576,581 | TotalAmt |
| Program Services | $9,970,272 | ProgramServicesAmt |
| Management And General | $849,079 | ManagementAndGeneralAmt |
| Fundraising | $757,230 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,896,128 | TotalAmt |
| Program Services | $1,617,218 | ProgramServicesAmt |
| Management And General | $171,068 | ManagementAndGeneralAmt |
| Fundraising | $107,842 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,001,352 | TotalAmt |
| Program Services | $1,576,984 | ProgramServicesAmt |
| Management And General | $249,461 | ManagementAndGeneralAmt |
| Fundraising | $174,907 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $926,998 | TotalAmt |
| Program Services | $759,326 | ProgramServicesAmt |
| Management And General | $102,841 | ManagementAndGeneralAmt |
| Fundraising | $64,831 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,614 | TotalAmt |
| Program Services | $25,614 | ProgramServicesAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,603 | TotalAmt |
| Management And General | $81,603 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,930 | TotalAmt |
| Fundraising | $20,930 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,308 | TotalAmt |
| Program Services | $654,441 | ProgramServicesAmt |
| Management And General | $129,998 | ManagementAndGeneralAmt |
| Fundraising | $81,869 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,845,435 | TotalAmt |
| Program Services | $2,830,431 | ProgramServicesAmt |
| Management And General | $1,540 | ManagementAndGeneralAmt |
| Fundraising | $13,464 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,942 | TotalAmt |
| Program Services | $62,979 | ProgramServicesAmt |
| Management And General | $95,944 | ManagementAndGeneralAmt |
| Fundraising | $225,019 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,801 | TotalAmt |
| Program Services | $67,297 | ProgramServicesAmt |
| Management And General | $225,844 | ManagementAndGeneralAmt |
| Fundraising | $2,660 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,213 | TotalAmt |
| Program Services | $49,076 | ProgramServicesAmt |
| Management And General | $94,884 | ManagementAndGeneralAmt |
| Fundraising | $202,253 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,805 | TotalAmt |
| Program Services | $4,322 | ProgramServicesAmt |
| Management And General | $10,328 | ManagementAndGeneralAmt |
| Fundraising | $18,155 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,063 | TotalAmt |
| Management And General | $82,063 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,360 | TotalAmt |
| Program Services | $79,028 | ProgramServicesAmt |
| Management And General | $78,332 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,105 | TotalAmt |
| Program Services | $7,863 | ProgramServicesAmt |
| Management And General | $103,242 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Conductors & guest artists | $2,631,429 | $2,631,429 | |
| Concert productions | $1,300,026 | $1,300,026 | |
| Stagehand/extra/sub expense | $1,015,347 | $1,015,347 | |
| Event expenses | $381,428 | $381,428 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,138 | TotalAmt |
| Program Services | $305,430 | ProgramServicesAmt |
| Management And General | $2,602 | ManagementAndGeneralAmt |
| Fundraising | $289,106 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,399,965 | TotalAmt |
| Program Services | $23,839,662 | ProgramServicesAmt |
| Management And General | $3,012,704 | ManagementAndGeneralAmt |
| Fundraising | $2,547,599 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,055 | BOYAmt |
| EOY | $306,198 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,516,616 | BOYAmt |
| EOY | $8,109,199 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,117 | BOYAmt |
| EOY | $367,402 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,268,710 | BOYAmt |
| EOY | $1,335,081 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,882,630 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,291,649 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624,903 | BOYAmt |
| EOY | $590,981 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,580 | BOYAmt |
| EOY | $22,193 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,093,981 | BOYAmt |
| EOY | $10,731,054 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,524,764 | BOYAmt |
| EOY | $3,128,933 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,346,004 | BOYAmt |
| EOY | $4,431,960 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,170,448 | BOYAmt |
| EOY | $5,297,448 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,141,512 | BOYAmt |
| EOY | $6,693,386 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,182,728 | BOYAmt |
| EOY | $19,551,727 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$16,140,822 | BOYAmt |
| EOY | -$13,950,238 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,052,075 | BOYAmt |
| EOY | $5,129,565 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,088,747 | BOYAmt |
| EOY | -$8,820,673 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,093,981 | BOYAmt |
| EOY | $10,731,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,673,961 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,942,035 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $13,411,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,083,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,664,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,940,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,460,596 | CurrentTaxYearAmt |
| Total | $87,560,868 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,411,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,083,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,664,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,940,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,460,596 | CurrentTaxYearAmt |
| Total | $87,560,868 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $27,690,280 | SubstantialContributorsTotAmt |
| Public Support Total170 | $59,870,588 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $231,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,929 | CurrentTaxYearAmt |
| Total | $498,168 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $88,059,036 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $46,811,577 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65060 | 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 | $71,276,690 | BeginningYearBalanceAmt |
| Contributions | $76,808 | ContributionsAmt |
| Investment Earnings Or Losses | $6,500,460 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,124,316 | OtherExpendituresAmt |
| End Year Balance | $73,729,642 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,511,868 | BeginningYearBalanceAmt |
| Contributions | $47,898 | ContributionsAmt |
| Investment Earnings Or Losses | $9,275,620 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,558,696 | OtherExpendituresAmt |
| End Year Balance | $71,276,690 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,195,468 | BeginningYearBalanceAmt |
| Contributions | $2,821,129 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,405,139 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,099,590 | OtherExpendituresAmt |
| End Year Balance | $66,511,868 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,193,502 | BeginningYearBalanceAmt |
| Contributions | $554,317 | ContributionsAmt |
| Investment Earnings Or Losses | $9,317,739 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,870,090 | OtherExpendituresAmt |
| End Year Balance | $70,195,468 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,140,787 | BeginningYearBalanceAmt |
| Contributions | $193,551 | ContributionsAmt |
| Investment Earnings Or Losses | $7,962,392 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,103,228 | OtherExpendituresAmt |
| End Year Balance | $64,193,502 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.93590 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06410 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,915 | OtherCostOrOtherBasisAmt |
| Book Value | $16,915 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $268,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $231,487 | DepreciationAmt |
| Book Value | $36,568 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,464,876 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,956,434 | DepreciationAmt |
| Book Value | $508,442 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $132,784 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,728 | DepreciationAmt |
| Book Value | $29,056 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $590,981 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued pension liability | $4,468,597 |
| Due to affiliated organization | $2,224,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,693,386 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | Houston Symphony Endowment (the Endowment) was established to support the operations of the Houston Symphony Society. The Endowment holds contributed funds in perpetuity, invests those funds, and makes contributions from time to time to the Society. Such contributions must meet the stated restrictions of donors as well as the current policies of the Endowment. The Endowment is governed by a Board of Directors who are elected by the officers of the Board of Directors of the Society. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aria Comm Corp | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11900 Wayzata | AddressLine1 |
| City | Minnetonka | City |
| State | MN | State |
| ZIP Code | 55305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefundng | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $60,727 | GrossReceiptsAmt |
| Retained By Contractor | $20,930 | RetainedByContractorAmt |
| Net To Organization | $39,797 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $60,727 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $20,930 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $39,797 | TotalNetToOrganizationAmt |
| Licensed States | TX | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Ball | NameOfEvent1Amt |
| Gross Receipts Event1 | $2,405,495 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,778,456 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $627,039 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $172,564 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $163,577 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $96,096 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $463,870 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Opening Night | NameOfEvent2Amt |
| Gross Receipts Event2 | $633,325 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $455,225 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $178,100 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $24,500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $92,860 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,980 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $21,140 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $647,494 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $416,842 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $230,652 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $40,188 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $87,947 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $5,674 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $142,430 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,686,314 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,650,523 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,035,791 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $237,252 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $344,384 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $107,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $627,440 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,316,826 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$281,035 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|
| Brinton Smith | |||||
| Principal Cello | $158,751 | $5,370 | $18,969 | $183,090 | |
| David Chambers | |||||
| Chief Dev Officer | $193,693 | $9,541 | $203,234 | ||
| Frank Huang | |||||
| Concert Master | $200,251 | $5,543 | $9,007 | $214,801 | |
| Hans Graf | |||||
| Music Director | $345,030 | $9,545 | $354,575 | ||
| Jonathan Fischer | |||||
| Principal Oboe | $148,685 | $5,169 | $7,934 | $161,788 | |
| Mark C Hanson | |||||
| Exec Dir/CEO | $328,329 | $20,613 | $398,942 | $50,000 | |
| Michael Pawson | |||||
| CFO to 7/12/13 | $213,867 | $18,204 | $232,071 | ||
| William VerMeulen | |||||
| Principal Horn | $160,471 | $5,543 | $19,006 | $185,020 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7: Non-Fixed payments not listed above | FormAndLineReferenceDesc |
| Explanation | The Executive Director/CEO received a performance bonus based on agreed upon objectives. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Halen | PersonNm |
| Relationship With Org | Employee | RelationshipWithOrgTxt |
| Loan Purpose | violin | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $161,663 | OriginalPrincipalAmt |
| Balance Due | $53,564 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $53,564 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $813,235 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Auction items | Desc |
| Noncash Contributions Rpt F990 | $400,425 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: HOUSTON SYMPHONY LEAGUE AND HOUSTON SYMPHONY LEAGUE BAY AREA Houston Symphony League volunteers were involved with in-hall activities and the Instrument Petting Zoo for Day of Music, Theatre District Open House and the Houston Symphony family concerts as well as Magical Musical Morning and Childrens Fashion Show fundraising events. More than 140 volunteers from the League were integral to the efficiency of the Houston Symphony League Concerto Competition and 2014 Houston Symphony Ima Hogg Competition, assisting with airport transfers, host homes, competition hospitality, timekeeping and monitoring in the hall, contestant check-in and organizational oversight. Members of the Houston Symphony League Bay Area continued their long-standing commitment to music education in the Clear Creek ISD by presenting I Love Music programs to 13,000 students in grades K-4. This amounted to a total of 544 volunteer hours. CENTENNIAL CELEBRATIONS The wide range of the Centennial concerts and events would not have been possible without the extraordinary volunteer leadership of the Centennial Planning Committee. Longtime Symphony patrons Jesse and Betty Tutor, Mary Lynn and Steve Marks, and Barbara and Pat McCelvey served as Centennial Season Co-Chairs. Honorary Centennial Chairs were Janice H. Barrow, Janice and Robert McNair, the late George Mitchell, Mike Stude, Bobby and Phoebe Tudor, and Margaret Alkek Williams. The yearlong celebration featured a number of unique and record-setting events. 100th Birthday Concert The Centennial Season officially began on June 21, 2013, with a free concert on the day of the orchestras 100th birthday. This milestone celebration, complete with fireworks, attracted an amazing audience of 17,000 to Miller Outdoor Theatre. Houston Symphony media partners ABC-Channel 13 and Classical 91.7 reached a further 250,000 through live television and radio broadcasts of the program. The momentum and excitement of the blockbuster birthday performance continued with record-breaking attendance for the subsequent ExxonMobil Summer Symphony Nights concert series at Miller Outdoor Theatre, concluding with the annual July 4 Star-Spangled Salute. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Joan Kaplan, Governing Director & Trustee and Judy Margolis, Trustee have a family relationship. Judy Margolis, Trustee and Rodney Margolis, Governing Director and Trustee have a family relationship. Joan Kaplan, Governing Director & Trustee and Rodney Margolis, Governing Director and Trustee have a family relationship. Betty Tutor, Governing Director & Lifetime Trustee and Jesse Tutor, Chairman, Governing Director and Lifetime Trustee have a family relationship. Cora Sue Mach,Governing Director and LifetimeTrustee and Steven P. Mach, VP board Governance, Exec. Committee, Governing Director and Trustee have a family relationship. Janice Barrow, Life Trustee and Barbara McCelvey, Gov. Director and Trustee have a family relationship. Carolyn Mann, Trustee, Paul Mann, Trustee and Mike Mann have a family relationship. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Members of the Society are defined as anyone who has contributed, or on whose behalf there has been a contribution of at least $100. Ten or more members shall constitute a quorum at any meeting. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Form 990 is reviewed by the Controller and CFO before filing with the IRS. Once that review is complete, an e-mail is sent to the Governing Directors letting them know that the Form 990 is available for their review via a password protected link on the organization's website. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The Conflict of Interest Policy is provided annually to the Governing Board for their review and signature. If a conflict is noted the Trustee is asked to recuse himself from any applicable decisions. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | Annually the Director, Human Resources obtains salary surveys for both the Houston area and the Symphony universe. The Director then shares the information with the Board President. The Compensation Committee, consisting of the Board President,Board Chairman, and any other members as may be appointed by the Executive Committee from time to time, are responsible for approving the Executive Director/CEO's compensation package. Budget constraints are taken into account. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Annually the Director, Human Resources obtains salary surveys for both the Houston area and the Symphony universe. The Director then shares the information with the Board President. The Compensation Committee, consisting of the Board President,Board Chairman, and any other members as may be appointed by the Executive Committee from time to time, are responsible for approving the compensation packages for the Chief Financial Officer and other key employees. Budget constraints are taken into account. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The audited financial statements and Form 990 are available on our website. Governing documents are available upon request through the Symphony offices. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Change in value of interest swap agreement = $6105 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Change in value of pension liability under FASB 87 = $1935930 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Symphony Endowment | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 Louisiana St 102 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208350227 | EIN |
| Primary Activities | Support the Houston Symphony | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(a)(3)1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Symphony Society | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Symphony Endowment | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionTypeTxt |
| Involved | $4,124,316 | InvolvedAmt |
| Method Of Amount Determination | Cost | MethodOfAmountDeterminationTxt |
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