SYMPHONY SOCIETY OF SAN ANTONIO: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SYMPHONY SOCIETY OF SAN ANTONIO (EIN 74-1185669)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-06-29
- IRS object ID
- 201521809349300522
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-29T10:18:01-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741650885 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PADGETT STRATEMANN & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NE LOOP 410 SUITE 1100 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741185669 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYMPHONY SOCIETY OF SAN ANTONIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYMP | BusinessNameControlTxt |
| Phone | 2105541000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 NAVARRO STREET NO 235 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78205 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD ROCHE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2105541000 | PhoneNum |
| Signature | 2015-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSIE BEHREND | PreparerPersonNm |
| PTIN | P00715390 | PTIN |
| Phone | 2108286281 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID GROSS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 NAVARRO STREET NO 235 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,661,089 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SASYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO ENHANCE AND INSPIRE OUR COMMUNITY BY VIGOROUSLY INFLUENCING THE ARTISTIC FABRIC OF SAN ANTONIO THROUGH EXCELLENT SYMPHONIC PERFORMANCE, EDUCATION AND SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 231 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $48,684 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,648,897 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,178,438 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,332,821 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,338,656 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,362 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,105 | CYInvestmentIncomeAmt |
| PY Other Revenue | $62,445 | PYOtherRevenueAmt |
| CY Other Revenue | $106,263 | CYOtherRevenueAmt |
| PY Total Revenue | $8,070,525 | PYTotalRevenueAmt |
| CY Total Revenue | $6,648,462 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,605,462 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,773,818 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $333,683 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,215,117 | PYOtherExpensesAmt |
| CY Other Expenses | $2,207,082 | CYOtherExpensesAmt |
| PY Total Expenses | $6,820,579 | PYTotalExpensesAmt |
| CY Total Expenses | $6,980,900 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,249,946 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$332,438 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,949,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,180,209 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,039,259 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,398,084 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,910,541 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,782,125 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO ENHANCE AND INSPIRE OUR COMMUNITY BY VIGOROUSLY INFLUENCING THE ARTISTIC FABRIC OF SAN ANTONIO THROUGH EXCELLENT SYMPHONIC PERFORMANCE, EDUCATION AND SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,986,128 | ExpenseAmt |
| Revenue | $2,396,235 | RevenueAmt |
| Desc | PROGRAM SERVICE ACCOMPLISHMENTS:DURING THE FY13-14 SEASON, THE SAN ANTONIO SYMPHONY PERFORMED 28 CLASSICS SERIES CONCERTS, 13 POPS SERIES CONCERTS, THREE DISCOVER SERIES CONCERTS, THREE BAROQUE SERIES CONCERTS, THREE FAMILY SERIES CONCERTS AND 23 YOUNG PEOPLE'S CONCERTS. SPECIAL PERFORMANCES INCLUDED OUR 75TH ANNIVERSARY CONCERT FEATURING WORLD-RENOWNED VIOLINIST JOSHUA BELL. ADDITIONALLY, WE PERFORMED THE NUTCRACKER IN COLLABORATION WITH THE BALLET SAN ANTONIO AND FOUR HOLIDAY PERFORMANCES OF THE MESSIAH; AND HOSTED THE DVORK FESTIVAL, FEATURING OVER 20 ARTS ORGANIZATIONS IN PERFORMANCES, LECTURES, AND SPECIAL EVENTS THROUGHOUT THE CITY OF SAN ANTONIO.SPECIAL OUTREACH AND ENGAGEMENT PROGRAMS INCLUDED THE PAINT TO MUSIC COMPETITION, THE PRO-AM CONCERT, THE FREE PERFORMANCE OF THE VETERAN'S DAY SALUTE TO SERVICE, THE SIDE-BY-SIDE CONCERT WITH THE YOUTH ORCHESTRAS OF SAN ANTONIO, AND THE RUSSELL HILL ROGERS STRING RESIDENCY MASTER CLASS WITH GUEST VIOLINIST CHO-LIANG LIN. ADDITIONALLY, WE CONDUCTED 57 COMMUNITY ENGAGEMENT EVENTS IN AREA CHURCHES, NURSING HOMES, COMMUNITY CENTERS, AND SCHOOLS, REACHING OVER 8,500 PEOPLE. DURING THE SEASON, SYMPHONY MUSICIANS MADE TWO APPEARANCES IN KABB FOX 29 TV "DAYTIME AT NINE" AND NEWS 4 WOAI AND IN THE SUMMER OF 2014, 9 PERFORMANCES OF SELECT CLASSICAL CONCERTS AIRED ON KPAC 88.3FM AND KTXI 90.1 FM. OUR EDUCATIONAL YOUNG PEOPLE'S CONCERTS WERE BROUGHT TO OVER 31,000 STUDENTS AND TEACHERS FROM 277 PUBLIC, PRIVATE, AND HOME SCHOOLS. TO ENSURE ACCESS TO STUDENTS FROM LOW-INCOME SCHOOLS, A TOTAL OF $124,886 IN TICKET AND TRANSPORTATION SCHOLARSHIPS WERE PROVIDED TO SCHOOLS DEMONSTRATING FINANCIAL NEED, ENABLING 25,649 STUDENTS FROM THESE SCHOOLS TO ATTEND A YOUNG PEOPLE'S CONCERT. AS PART OF OUR OUTREACH PROGRAMS, DVORK ON TOUR BROUGHT THREE CONCERTS TO 2,300 STUDENTS AT AREA HIGH SCHOOLS. | Desc |
| Total Program Service Expenses | $5,986,128 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 69 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 231 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD ROCHE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2105541000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 NAVARRO STREET SUITE 235 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78205 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KUSTER SHARON | |||||||
| BOARD MEMBER (MUSICIAN REP | 17.50 | Yes (X) | $33,197 | $0 | $10,038 | ||
| TOOMES AIMEE | |||||||
| BOARD MEMBER (MUSICIAN REP | 17.50 | Yes (X) | $31,661 | $0 | $4,633 | ||
| GROSS DAVID | |||||||
| PRESIDENT & CEO | 37.50 | Yes (X) | $21,523 | $0 | $1,361 | Yes (X) | |
| PETKOVICH BRIAN | |||||||
| BOARD MEMBER (MUSICIAN REP | 17.50 | Yes (X) | $35,603 | $0 | $4,633 | ||
| LYDON WANDA | |||||||
| BOARD MEMBER (MUSICIAN REP | 17.50 | Yes (X) | $25,914 | $0 | $5,313 | ||
| BARNETT DAVID | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| BERG JIM | |||||||
| VICE CHAIRMAN | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BROMLEY ERNEST | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| DIETZ RICHARD | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| FAYE MARILYN | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| FLORES ALFREDO | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| FRIEL LISA | |||||||
| TREASURER | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HONEYMAN ERIC | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| JENKINS CRAIG | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| KLOSE CAROL LEE | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| KNIGHT-SHEEN PHILIP | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| LA ROSA ALFREDO | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| LOWE JIM | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| MARKOVICH GREG | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| MOORE DEBORAH | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| MUNZEL JENNIFER | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| OZER MICHAEL | |||||||
| SECRETARY | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PALMER LESLIE | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| PURCELL-GUERRA BEVERLY | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| SEIDEL STEPHEN | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| SWARTZMAN SHEILA | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| TYE STEVEN | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| VERETTE MARY JANE | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| WARD CHARLES | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| WARE DENNERT | |||||||
| BOARD CHAIR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| WEINBLATT DIDI | |||||||
| BOARD MEMBER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| FISHMAN JACK | |||||||
| PRESIDENT & CEO (PART YEAR) | 37.50 | $57,756 | $0 | $1,926 | Yes (X) | ||
| ROCHE RICHARD | |||||||
| CHEIF FINANCIAL OFFICER | 37.50 | $98,360 | $0 | $5,899 | Yes (X) | ||
| FILNER DAVID | |||||||
| INTERIM PRESIDENT & CEO | 37.50 | $59,946 | $0 | $5,597 | Yes (X) | ||
| TOOMES JANET | |||||||
| VP OPERATIONS | 37.50 | $60,152 | $0 | $4,633 | Yes (X) | ||
| DOWNEY JACK | |||||||
| PRESIDENT & CEO (PART YEAR) | 37.50 | $37,269 | $0 | $6,345 | Yes (X) | ||
| BARRON MARGARET | |||||||
| VP OF DEVELOPMENT | 37.50 | $28,025 | $0 | $1,926 | Yes (X) | ||
| HAMILTON CYNTHIA | |||||||
| VP OF DEVELOPMENT & MARKET | 37.50 | $43,329 | $0 | $1,995 | Yes (X) | ||
| SALAZAR PAUL | |||||||
| VP OF MARKETING & COMMUNICATIONS | 37.50 | $57,595 | $0 | $4,633 | Yes (X) | ||
| LESSING SEBASTIAN LANG | |||||||
| MUSIC DIRECTOR | 37.50 | $238,360 | $0 | $1,989 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $828,690 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $60,921 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $10,486 | FederatedCampaignsAmt |
| Government Grants | $104,000 | GovernmentGrantsAmt |
| All Other Contributions | $4,063,952 | AllOtherContributionsAmt |
| Total Contributions | $4,178,438 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERFORMANCE INCOME | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $2,338,656 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,338,656 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,338,656 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,105 | TotalRevenueColumnAmt |
| Exclusion | $25,105 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $30,910 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $12,627 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,283 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING INCOME | 519100 | $48,684 | $48,684 | |
| MISCELLANEOUS INCOME | 711130 | $39,296 | $39,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $87,980 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,648,462 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,396,235 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $48,684 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,105 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $936,333 | TotalAmt |
| Program Services | $613,547 | ProgramServicesAmt |
| Management And General | $218,324 | ManagementAndGeneralAmt |
| Fundraising | $104,462 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,885,657 | TotalAmt |
| Program Services | $2,692,636 | ProgramServicesAmt |
| Management And General | $109,538 | ManagementAndGeneralAmt |
| Fundraising | $83,483 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $590,122 | TotalAmt |
| Program Services | $565,690 | ProgramServicesAmt |
| Management And General | $9,014 | ManagementAndGeneralAmt |
| Fundraising | $15,418 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,706 | TotalAmt |
| Program Services | $321,369 | ProgramServicesAmt |
| Management And General | $25,247 | ManagementAndGeneralAmt |
| Fundraising | $15,090 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,360 | TotalAmt |
| Management And General | $38,360 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,760 | TotalAmt |
| Program Services | $45,944 | ProgramServicesAmt |
| Management And General | $32,325 | ManagementAndGeneralAmt |
| Fundraising | $78,491 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,952 | TotalAmt |
| Program Services | $280,111 | ProgramServicesAmt |
| Fundraising | $29,841 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,876 | TotalAmt |
| Program Services | $85,808 | ProgramServicesAmt |
| Management And General | $18,442 | ManagementAndGeneralAmt |
| Fundraising | $5,626 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,942 | TotalAmt |
| Program Services | $374 | ProgramServicesAmt |
| Management And General | $33,568 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,068 | TotalAmt |
| Program Services | $91,521 | ProgramServicesAmt |
| Management And General | $96,547 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,709 | TotalAmt |
| Program Services | $23,413 | ProgramServicesAmt |
| Management And General | $10,116 | ManagementAndGeneralAmt |
| Fundraising | $180 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50 | TotalAmt |
| Program Services | $50 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,491 | TotalAmt |
| Management And General | $19,491 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,723 | TotalAmt |
| Management And General | $19,723 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,574 | TotalAmt |
| Program Services | $62,875 | ProgramServicesAmt |
| Management And General | $19,699 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CONCERT PRODUCTION COST | $574,093 | $574,093 |
| GUEST ARTIST | $465,313 | $465,313 |
| INSTRUMENT & MUSIC | $72,944 | $72,944 |
| LICENSES & FEES | $34,948 | $34,948 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,279 | TotalAmt |
| Program Services | $55,492 | ProgramServicesAmt |
| Management And General | $10,695 | ManagementAndGeneralAmt |
| Fundraising | $1,092 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,980,900 | TotalAmt |
| Program Services | $5,986,128 | ProgramServicesAmt |
| Management And General | $661,089 | ManagementAndGeneralAmt |
| Fundraising | $333,683 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187 | BOYAmt |
| EOY | $228 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,393 | BOYAmt |
| EOY | $1,436,293 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,078,573 | BOYAmt |
| EOY | $1,371,466 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,121 | BOYAmt |
| EOY | $18,982 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,407 | BOYAmt |
| EOY | $126,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $369,366 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $305,938 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,256 | BOYAmt |
| EOY | $63,428 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,011,863 | BOYAmt |
| EOY | $2,162,933 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,949,800 | BOYAmt |
| EOY | $5,180,209 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,779 | BOYAmt |
| EOY | $110,606 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,124,862 | BOYAmt |
| EOY | $1,420,502 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $202,707 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,618 | BOYAmt |
| EOY | $664,269 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,039,259 | BOYAmt |
| EOY | $2,398,084 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$765,236 | BOYAmt |
| EOY | -$687,984 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,356,923 | BOYAmt |
| EOY | $2,145,255 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,318,854 | BOYAmt |
| EOY | $1,324,854 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,910,541 | BOYAmt |
| EOY | $2,782,125 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,949,800 | BOYAmt |
| EOY | $5,180,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$332,438 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $204,022 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,855,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,545,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,294,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,648,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,178,438 | CurrentTaxYearAmt |
| Total | $19,523,150 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,855,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,545,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,294,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,648,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,178,438 | CurrentTaxYearAmt |
| Total | $19,523,150 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,557,189 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,965,961 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,105 | CurrentTaxYearAmt |
| Total | $72,896 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,808 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,965 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,296 | CurrentTaxYearAmt |
| Total | $237,168 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,833,214 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,783,180 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,866,833 | BeginningYearBalanceAmt |
| Contributions | $6,000 | ContributionsAmt |
| Investment Earnings Or Losses | $222,163 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $66,114 | OtherExpendituresAmt |
| End Year Balance | $2,028,882 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,805,052 | BeginningYearBalanceAmt |
| Contributions | $3,350 | ContributionsAmt |
| Investment Earnings Or Losses | $110,839 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,408 | OtherExpendituresAmt |
| End Year Balance | $1,866,833 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,739,509 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $121,828 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,656 | OtherExpendituresAmt |
| Administrative Expenses | $5,629 | AdministrativeExpensesAmt |
| End Year Balance | $1,805,052 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,618,518 | BeginningYearBalanceAmt |
| Contributions | $2,700 | ContributionsAmt |
| Investment Earnings Or Losses | $165,319 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $39,747 | OtherExpendituresAmt |
| Administrative Expenses | $7,281 | AdministrativeExpensesAmt |
| End Year Balance | $1,739,509 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,583,049 | BeginningYearBalanceAmt |
| Contributions | $11,362 | ContributionsAmt |
| Investment Earnings Or Losses | $77,502 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $45,128 | OtherExpendituresAmt |
| Administrative Expenses | $8,267 | AdministrativeExpensesAmt |
| End Year Balance | $1,618,518 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.65000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $369,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $305,938 | DepreciationAmt |
| Book Value | $63,428 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $63,428 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| FUNDS HELD IN TRUST | $2,028,882 |
| BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY UNITRUST | $128,731 |
| DEPOSITS ARTISTS/MERCHANDISE | $5,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,162,933 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| Amt | $664,269 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $664,269 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,894,934 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $204,021 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $29,824 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $12,627 | OtherRevenueAmt |
| Revenue Not Reported | $246,472 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,648,462 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,648,462 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,023,351 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $29,824 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $12,627 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $42,451 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,980,900 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,980,900 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS VARY IN DESIGNATED PURPOSE AND DISTRIBUTION RIGHTS AND RESTRICTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 12,627. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 12,627. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESSING SEBASTIAN LANG | PersonNm |
| Title | MUSIC DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $238,360 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,989 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $240,349 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | CONTRACT APPROVES TRAVEL FOR COMPANIONS ON A LIMITED BASIS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | ON SEPTEMBER 24, 2013 THE ORGANIZATION MADE THE FOLLOWING SIGNIFICANT CHANGES TO THEIR BYLAWS: 1) CHANGING THE NUMBER OF ELECTED BOARD MEMBERS FROM 60 TO 40 2) ADDITION OF ARTICLE 6; CONTRACTS, CHECKS, DEPOSITS AND FUNDS 3) ADDITION OF ARTICLE 7; ACTIONS WITHOUT MEETINGS 4) ADDITION OF ARTICLE 8; MISCELLANEOUS. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 WAS E-MAILED TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH NEW RESPONSIBLE PERSON SHALL BE REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. EACH RESPONSIBLE PERSON SHALL ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. SUCH RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES MIGHT INCLUDE SERVICE AS A DIRECTOR OF OR CONSULTANT TO A NONPROFIT ORGANIZATION, OR EMPLOYMENT BY OR OWNERSHIP OF A BUSINESS THAT MIGHT PROVIDE GOODS OR SERVICES TO THE SAN ANTONIO SYMPHONY. ANY SUCH INFORMATION REGARDING BUSINESS INTERESTS OF A RESPONSIBLE PERSON OR A FAMILY MEMBER SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE CHAIR, THE PRESIDENT/CEO, AND ANY COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THIS POLICY. THIS POLICY SHALL BE REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. ANY CHANGES TO THE POLICY SHALL BE COMMUNICATED IMMEDIATELY TO ALL RESPONSIBLE PERSONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE LEAGUE OF AMERICAN ORCHESTRAS CONDUCTS AN ANNUAL SALARY SURVEY OR ORCHESTRAS TO DEVELOP COMPENSATION INFORMATION. THE SAN ANTONIO SYMPHONY PARTICIPATES IN THE ANNUAL SURVEY. WERLING ASSOCIATIONS, INC. CONDUCTS AN ANNUAL SAN ANTONIO NOT-FOR-PROFIT WAGE AND BENEFIT SURVEY. THE SAN ANTONIO SYMPHONY PARTICIPATES IN THE ANNUAL WERLING SALARY SURVEY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 2C: | THE ORGANIZATION HAS AN AUDIT COMMITTEE AND FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Comments