FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION INC (EIN 75-6004761)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-03-13
- IRS object ID
- 201420729349300107
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-03-13T10:29:46-05:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750807999 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPROLES WOODARD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 MAIN STREET SUITE 3250 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761025304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756004761 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FORT | NameControl |
| Phone | 8176656500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 EAST 4TH ST SUITE 200 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761024019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MELINDA W HAYDEN | Name |
| Title | VICE PRESIDENT OF FINANCE | Title |
| Phone | 8176656500 | Phone |
| Date Signed | 2014-02-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT W DUKE | Name |
| PTIN | P00151313 | PTIN |
| Phone | 8173321328 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MELINDA W HAYDEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 EAST 4TH ST 200 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761024019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18547616 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FWSYMPHONY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1929 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | PRESENTING ORCHESTRAL CONCERTS TO EDUCATE PUBLIC AND COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 91 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 91 | NbrIndependentVotingMembers |
| Total Nbr Employees | 464 | TotalNbrEmployees |
| Total Nbr Volunteers | 101 | TotalNbrVolunteers |
| Total Gross UBI | 7626 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -10189 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5456087 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5985495 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4787548 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4643601 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 955573 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1772885 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -95122 | OtherRevenuePriorYear |
| Other Revenue Current Year | -103761 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11104086 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12298220 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7864226 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7855458 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 446334 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3940501 | OtherExpensePriorYear |
| Other Expenses Current Year | 3912520 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11804727 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11767978 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -700641 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 530242 | RevenuesLessExpensesCY |
| Total Assets BOY | 26990240 | TotalAssetsBOY |
| Total Assets EOY | 28733965 | TotalAssetsEOY |
| Total Liabilities BOY | 1665448 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1750534 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25324792 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 26983431 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE SYMPHONIC PERFORMANCES AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE; TO PROMOTE MUSIC AND ATTRACT AND RETAIN THE WIDEST POSSIBLE AUDIENCE; AND TO SERVE AND ENRICH OUR COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9264158 | Expense |
| Revenue | 2558876 | Revenue |
| Description | SUBSCRIPTION CONCERT - 87 CONCERTS WITH ATTENDANCE OF APPROXIMATELY 122,911 INCLUDES PERFORMANCES FOR COMMUNITY WIDE EVENTS AND PRESENTING GUEST ARTISTS AND FREE LECTURES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 204368 | Expense |
| Revenue | 1933671 | Revenue |
| Description | TOURING CONCERTS - PERFORMED 24 REGIONAL CONCERTS FOR COMMUNITIES WITHOUT A SYMPHONY; REACHED APPROXIMATELY 14,963 ADULTS AND CHILDREN INCLUDING MANY MINORITY POPULATIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 306552 | Expense |
| Revenue | 156883 | Revenue |
| Description | EDUCATION CONCERTS - PERFORMED 78 CONCERTS FOR YOUTH THROUGHOUT THE AREA INCLUDING CONCERTS FOR PRESCHOOLERS, IN-SCHOOL CONCERTS AT AREA SCHOOLS, CONCERTS FOR 4TH AND 5TH GRADERS AND PERFORMED IN MINORITY NEIGHBORHOODS. REACHED APPROXIMATELY 55,643. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 9775078 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 81 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 464 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 91 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 91 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELINDA W HAYDEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8176656500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 EAST 4TH ST SUITE 200 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761024019 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (102 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MRS PERRY R BASS | ||||||||
| HONORARY CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| MERCEDES T BASS | ||||||||
| CHAIRMAN OF THE BOARD | 1.00 | X | X | 0 | 0 | 0 | ||
| MARK G NURDIN | ||||||||
| CHAIRMAN EXECUTIVE COMMITT | 1.00 | X | X | 0 | 0 | 0 | ||
| AMY ADKINS | ||||||||
| PRESIDENT AND CEO | 40.00 | X | X | 154392 | 0 | 10804 | ||
| TERESA KING | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| MARVIN E BLUM | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| SUZANNE BAHAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| AMY ROACH BAILEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LOU ANN BLAYLOCK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ASHLI BLUMENFELD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| VICTOR J BOSCHINI JR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS LO BRIGHTBILL III | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| NANCY BRYANT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS PHILLIP M BUNTING | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| AMANDA BUSH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN BUTT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| VICKI VINSON CANTWELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BEVERLY H CARDONA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN ALLEN CHALK SR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GAIL COOKE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA A COX | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JUANA-ROSA DANIELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MITZI DAVIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ASAD DEAN MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RAYMOND G DICKERSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| VANCE A DUFFY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARY JEANNE DYESS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KATIE FARMER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GBRADLEY ALFORD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN E FORESTNER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM FK FRENCH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS JOAN E FRIEDMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PAULA O'BRIEN FULTZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS SCOTT J GERRISH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| FELICE J GIROUARD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GAIL ARONOFF GRANEK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS DAVID A GRANT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BARRY L GREEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JANN GREEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GENIE GUYNN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM P HALLMAN JR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS JAMES D HARPER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ADELE HART | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KATHLEEN HICKS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KRISTEN BUSCHMAN HICKS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| THE RT REV SAM HULSEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BRENT ROWAN HYDER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| FATHER STEPHEN JASSO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PEGGY JONES | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DEE J KELLY JR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JANICE KELLY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MOLLIE L LASATER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARY HART LIPSCOMB | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CARTER JOHNSON MARTIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LOUELLA MARTIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PRISCILLA W MARTIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STUART D MCDONALD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ELLEN MESSMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KIT T MONCRIEF | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS RICHARD W MONCRIEF | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LESLIE MORITZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL R NOLAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARTIN J NOTO JR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LYNN O'DAY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS MARK PAUKUNE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| FRASHER H PERGANDE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS B REYNOLDS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS JOHN V ROACH II | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HENRY H ROBINSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JUDE RYAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAY SANDELIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JEFF SCHMELTEKOPF | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RAE SCHOLLMAIER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JANE E SCHOOMAKER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| FRANK H SHERWOOD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GARY M SILMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KAL SILVERBERG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DWAYNE SMITH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS L SMITH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GARY WORTEL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS WILLIAM E STEELE III | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KATHLEEN B STEVENS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JONATHAN T SUDER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SCOTT A SULLIVAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PRESTON THOMAS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS KELLY R THOMPSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GENEVIEVE WAGNER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CRAIG S WALL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SHERRY KEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LON T WERNER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DONNA AXUM WHITWORTH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ULLA WILSKA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MRS BOBBY J WROTEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MELINDA HAYDEN | ||||||||
| VP OF FINANCE | 40.00 | X | 107357 | 0 | 7772 | |||
| BEXIE NOBLES | ||||||||
| VP OF DEVELOPMENT | 40.00 | X | 50031 | 0 | 3886 | |||
| TRISH RODRIGUEZ | ||||||||
| VP OF DEVELOPMENT | 40.00 | X | 37500 | 0 | 3886 | |||
| TIMOTHY MCGRAW | ||||||||
| VP OF MARKETING | 40.00 | X | 91392 | 0 | 7772 | |||
| LINDSEY BRANCH | ||||||||
| ARTISTIC ADMIN | 40.00 | X | 59392 | 0 | 7772 | |||
| CHRIS MUNOZ | ||||||||
| VP OF OPERATIONS | 40.00 | X | 69392 | 0 | 7772 | |||
| SCOTT GRIFFITTS | ||||||||
| VP OF INFORMATION TECHNOLOGY | 40.00 | X | 70692 | 0 | 7772 | |||
| MIGUEL HARTH-BEDOYA | ||||||||
| MUSIC DIRECTOR | 40.00 | 299392 | 0 | 66063 | X | |||
| MICHAEL SHIH | ||||||||
| MUSICIAN | 40.00 | 123405 | 0 | 12678 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1062945 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 136177 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 4825 | MembershipDues |
| Fundraising Events | 965316 | FundraisingEvents |
| Government Grants | 14721 | GovernmentGrants |
| All Other Contributions | 5000633 | AllOtherContributions |
| Noncash Contributions | 14984 | NoncashContributions |
| Total Contributions | 5985495 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SUBSCRIPTION CONCERTS | 711130 | 2553047 | 2553047 |
| REGIONAL TOURING | 711130 | 1933671 | 1933671 |
| EDUCATIONAL CONCERTS | 711130 | 156883 | 156883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4643601 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 675852 | TotalRevenueColumn |
| Exclusion | $675,852 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 1350 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 1350 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1350 | TotalRevenueColumn |
| Unrelated Business Revenue | 1350 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7133888 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6036855 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1097033 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1097033 | TotalRevenueColumn |
| Exclusion | $1,097,033 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 30975 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 965316 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 198599 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -167624 | TotalRevenueColumn |
| Exclusion | -$167,624 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 64350 | GrossIncomeGaming |
| Gaming Direct Expenses | 13942 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50408 | TotalRevenueColumn |
| Exclusion | $50,408 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| ADVERTISING INCOME | 541800 | 6276 | 6276 | |
| MISCELLANEOUS INCOME | 900099 | 5829 | 5829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 12105 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12298220 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4649430 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 7626 | UnrelatedBusinessRevenue |
| Exclusion | $1,655,669 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1232008 | Total |
| Program Services | 570013 | ProgramServices |
| Management And General | 443920 | ManagementAndGeneral |
| Fundraising | 218075 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5835048 | Total |
| Program Services | 5257560 | ProgramServices |
| Management And General | 490979 | ManagementAndGeneral |
| Fundraising | 86509 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264571 | Total |
| Program Services | 259917 | ProgramServices |
| Management And General | 4654 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523831 | Total |
| Program Services | 454120 | ProgramServices |
| Management And General | 34536 | ManagementAndGeneral |
| Fundraising | 35175 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 356053 | Total |
| Program Services | 356053 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53865 | Total |
| Program Services | 19200 | ProgramServices |
| Management And General | 34665 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145364 | Total |
| Management And General | 145364 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39032 | Total |
| Program Services | 39032 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3656 | Total |
| Management And General | 3656 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22971 | Total |
| Program Services | 6350 | ProgramServices |
| Management And General | 16621 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88600 | Total |
| Program Services | 43924 | ProgramServices |
| Management And General | 43794 | ManagementAndGeneral |
| Fundraising | 882 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONCERTS IN THE GARDEN | 844309 | 844309 | ||
| PRODUCTION EXPENSES | 671701 | 531812 | 97249 | 42640 |
| ARTIST FEES | 671109 | 671109 | ||
| AUDITORIUM RENTAL | 269300 | 269300 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 746560 | Total |
| Program Services | 452379 | ProgramServices |
| Management And General | 231128 | ManagementAndGeneral |
| Fundraising | 63053 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11767978 | Total |
| Program Services | 9775078 | ProgramServices |
| Management And General | 1546566 | ManagementAndGeneral |
| Fundraising | 446334 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 781 | BOY |
| EOY | 3838 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2575623 | BOY |
| EOY | 4347855 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 578899 | BOY |
| EOY | 840905 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63566 | BOY |
| EOY | 45719 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202974 | BOY |
| EOY | 190270 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1136654 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1068537 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79609 | BOY |
| EOY | 68117 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19838748 | BOY |
| EOY | 21608642 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3650040 | BOY |
| EOY | 1628619 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26990240 | BOY |
| EOY | 28733965 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 257058 | BOY |
| EOY | 223840 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1408390 | BOY |
| EOY | 1526694 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1665448 | BOY |
| EOY | 1750534 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1730548 | BOY |
| EOY | 1692153 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1753856 | BOY |
| EOY | 2392298 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25301484 | BOY |
| EOY | 22898980 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25324792 | BOY |
| EOY | 26983431 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26990240 | BOY |
| EOY | 28733965 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 530242 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1128397 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5761775 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5759122 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5103813 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5456087 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5985495 | CurrentTaxYear |
| Total | 28066292 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5545312 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4853303 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4788965 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4833007 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4674576 | CurrentTaxYear |
| Total | 24695163 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11307087 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10612425 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9892778 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10289094 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10660071 | CurrentTaxYear |
| Total | 52761455 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3017148 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2887762 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2895920 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3303572 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3584485 | CurrentTaxYear |
| Total | 15688887 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 182950 | CurrentTaxYearMinus4Years |
| Total | 182950 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3200098 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2887762 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2895920 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3303572 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3584485 | CurrentTaxYear |
| Total | 15871837 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 36889618 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 773027 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 701128 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 624788 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 632371 | CurrentTaxYearMinus1Year |
| Current Tax Year | 677202 | CurrentTaxYear |
| Total | 3408516 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 773027 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 701128 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 624788 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 632371 | CurrentTaxYearMinus1Year |
| Current Tax Year | 677202 | CurrentTaxYear |
| Total | 3408516 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18168 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8423 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20261 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12105 | CurrentTaxYear |
| Total | 79207 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12098282 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11321976 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10537816 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10941726 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11349378 | CurrentTaxYear |
| Total | 56249178 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.65580 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.62190 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.06060 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06380 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23489288 | BeginningOfYearBalance |
| Contributions | 395083 | Contributions |
| Investment Earnings Or Losses | 2761897 | InvestmentEarningsOrLosses |
| Other Expenditures | 3408380 | OtherExpenditures |
| End Of Year Balance | 23237888 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24381195 | BeginningOfYearBalance |
| Contributions | 2500 | Contributions |
| Investment Earnings Or Losses | 552252 | InvestmentEarningsOrLosses |
| Other Expenditures | 1446659 | OtherExpenditures |
| End Of Year Balance | 23489288 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24651053 | BeginningOfYearBalance |
| Contributions | 20000 | Contributions |
| Investment Earnings Or Losses | 1174792 | InvestmentEarningsOrLosses |
| Other Expenditures | 1464650 | OtherExpenditures |
| End Of Year Balance | 24381195 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23536751 | BeginningOfYearBalance |
| Contributions | 25000 | Contributions |
| Investment Earnings Or Losses | 2675052 | InvestmentEarningsOrLosses |
| Other Expenditures | 1585750 | OtherExpenditures |
| End Of Year Balance | 24651053 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27733000 | BeginningOfYearBalance |
| Contributions | 260550 | Contributions |
| Investment Earnings Or Losses | -2963938 | InvestmentEarningsOrLosses |
| Other Expenditures | 1492861 | OtherExpenditures |
| End Of Year Balance | 23536751 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1136654 | OtherCostOrOtherBasis |
| Depreciation | 1068537 | Depreciation |
| Book Value | 68117 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 68117 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PERPETUAL TRUSTS ESTATES | Description |
| Book Value | 1628619 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1628619 | TotalBookValueOtherAssets |
| Tot Revenue Etc Audited Fincl Stmt | 13930646 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1128397 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 440984 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1569381 | RevenueNotRptdF990 |
| Revenue Subtotal | 12361265 | RevenueSubtotal |
| Investment Expenses Not Included | 139385 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -202430 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -63045 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12298220 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12272007 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 440984 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 440984 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11831023 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 139385 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -202430 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -63045 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11767978 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | PROVIDE FOR ORCHESTRA'S FUTURE BY BUILDING AN ENDOWMENT WHICH WILL SUPPLEMENT THE ORCHESTRA'S ANNUAL INCOME IN PERPETUITY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS EXPENSES -198,599. GAMING EVENTS EXPENSES -3,831. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS EXPENSES -198,599. GAMING EVENTS EXPENSES -3,831. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 847275 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 820575 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 26700 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 134696 | OtherDirectExpensesEvent1 |
| Name Of Event2 | STEAK OF THE ARTS | NameOfEvent2 |
| Gross Receipts Event2 | 102311 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 100061 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 2250 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 32193 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 46705 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 44680 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 2025 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 31710 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 996291 | GrossReceiptsTotal |
| Charitable Contributions Total | 965316 | CharitableContributionsTotal |
| Gross Revenue Total Events | 30975 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 198599 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 198599 | DirectExpenseSummaryEvents |
| Net Income Summary | -167624 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 64350 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 10111 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 3831 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 64350 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 10111 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 3831 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 13942 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 50408 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | 0 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Name Of Gaming Rec Keeper Person | MELINDA HAYDEN DIRECTOR OF FINANCE | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 EAST 4TH ST 200 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761024019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMY ADKINS | ||||||||||||||
| PRESIDENT AND CEO | 154392 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10804 | 0 | 165196 | 0 | 0 | 0 |
| MIGUEL HARTH-BEDOYA | ||||||||||||||
| MUSIC DIRECTOR | 299392 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 66063 | 0 | 365455 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | EXPLANATION OF RELATIONSHIPS: 1) WILLIAM P. HALLMAN, JR, DIRECTOR HENRY ROBINSON, DIRECTOR PARTNERS IN THE LAW FIRM OF KELLY, HART AND HALLMAN, ATTORNEYS 2) MRS. PERRY R. BASS, DIRECTOR MERCEDES T. BASS, DIRECTOR FAMILY MEMBERS 3) KIT MONCRIEF, DIRECTOR MRS. RICHARD W. MONCRIEF, DIRECTOR FAMILY MEMBERS 4) MRS. ANDREW J. KEMP, JR, DIRECTOR MRS. KELLY R. THOMPSON, DIRECTOR FAMILY MEMBERS 5) FRASHER HUDSON PERGANDE, DIRECTOR JUDE RYAN, DIRECTOR FAMILY MEMBERS 6) JEAN ROACH, DIRECTOR AMY E. ROACH, DIRECTOR FAMILY MEMBERS 7) MITZI DAVIS, DIRECTOR MRS. SCOTT J. GERRISH, DIRECTOR FAMILY MEMBERS 8) GEORGE ANN CARTER BAHAN, DIRECTOR NENETTA CARTER TATUM, DIRECTOR FAMILY MEMBERS 9) DWAYNE SMITH, DIRECTOR WILLIAM P. HALLMAN, JR., DIRECTOR FAMILY MEMBERS |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS EMAILED AND MAILED TO THOSE WITHOUT EMAIL LETTING THEM KNOW THE FORM 990 IS READY FOR REVIEW AND RESPONSE. THE GOVERNING BODY IS GIVEN THE CHOICE OF REVIEW BY EMAIL/FAX/MAIL OR IN THE SYMPHONY OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS RECEIVE CONFLICT OF INTEREST FORMS TO BE SIGNED AND SUBMITTED ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE MEETS TO REVIEW AND APPROVE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990 IS AVAILABLE AT THE GUIDESTAR WEBSITE OR AVAILABLE UPON REQUEST TO THE ASSOCIATION. GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |