2014-06-18T15:58:01-05:00 2013-08-31 741650885 PADGETT STRATEMANN & CO LLP 100 NE LOOP 410 SUITE 1100 SAN ANTONIO TX 78216 990 2012-09-01 741185669 SYMPHONY SOCIETY OF SAN ANTONIO SYMP 2105541000 711 NAVARRO STREET NO 235 SAN ANTONIO TX 78205 RICHARD ROCHE 2105541000 2014-06-18 1 JOSIE BEHREND P00715390 2108286281 2012 2015-11-30 17:44:51Z X DAVID FILNER 711 NAVARRO STREET NO 235 SAN ANTONIO TX 78205 8083201 0 X WWW.SASYMPHONY.ORG X 1939 TX OUR MISSION IS TO ENHANCE AND INSPIRE OUR COMMUNITY BY VIGOROUSLY INFLUENCING THE ARTISTIC FABRIC OF SAN ANTONIO THROUGH EXCELLENT SYMPHONIC PERFORMANCE, EDUCATION AND SERVICE. 34 29 226 400 45375 -30065 3294697 5648897 2118682 2332821 6418 26362 114259 62445 5534056 8070525 0 0 0 0 4290318 4605462 0 0 261269 2106028 2215117 6396346 6820579 -862290 1249946 3631533 4949800 2053674 2039259 1577859 2910541 X OUR MISSION IS TO ENHANCE AND INSPIRE OUR COMMUNITY BY VIGOROUSLY INFLUENCING THE ARTISTIC FABRIC OF SAN ANTONIO THROUGH EXCELLENT SYMPHONIC PERFORMANCE, EDUCATION AND SERVICE. 0 0 5819707 2349891 PROGRAM SERVICE ACCOMPLISHMENTS:DURING THE FY12-13 SEASON, THE SAN ANTONIO SYMPHONY PERFORMED 28 CLASSICS SERIES CONCERTS, 12 POPS SERIES CONCERTS, 4 FAMILY SERIES CONCERTS AND 18 YOUNG PEOPLE'S CONCERTS. NEW PROGRAMMING INCLUDED THE DISCOVER SERIES (2 CONCERTS) AND THE BAROQUE SERIES (4 CONCERTS).SPECIAL PERFORMANCES INCLUDED THE RACH 2 CONCERT WITH SPECIAL GUEST PIANIST LANG LANG, THE BALLET SAN ANTONIO COLLABORATION OF THE NUTCRACKER, HOLIDAY PERFORMANCES OF THE MESSIAH, THE BRAHMS FESTIVAL, AND KLRN TELEVISION BROADCASTS. SPECIAL PROGRAMS INCLUDED FUTURE STARS CONCERTO COMPETITION, PAINT TO MUSIC COMPETITION, PRO-AM CONCERT AND RUSSELL HILL ROGERS STRING RESIDENCY MASTER CLASS WITH GUEST VIOLINIST, CHO-LIANG-LIN. WE CONDUCTED 60 COMMUNITY ENGAGEMENT EVENTS IN AREA CHURCHES, NURSING HOMES, COMMUNITY CENTERS, AND SCHOOLS, REACHING OVER 7,700 PEOPLE. ADDITIONAL COMMUNITY OUTREACH EVENTS INCLUDE 11 PERFORMANCES AIRED ON KPAC, TWO PERFORMANCES AIRED ON KABB FOX 29, AND THE FREE PERFORMANCE OF THE VETERANS DAY SALUTE TO SERVICE. THE SYMPHONY PARTNERED WITH THE SAN ANTONIO FOOD BANK TO COLLECT MONETARY AND FOOD DONATIONS AT SELECT CONCERTS.OUR EDUCATIONAL YOUNG PEOPLES CONCERTS WERE BROUGHT TO OVER 31,000 STUDENTS AND TEACHERS FROM 261 PUBLIC, PRIVATE, AND HOME SCHOOLS. TO ENSURE ACCESS TO STUDENTS FROM LOW-INCOME SCHOOLS, A TOTAL OF $103,428 IN TICKET AND TRANSPORTATION SCHOLARSHIPS WERE PROVIDED TO SCHOOLS DEMONSTRATING FINANCIAL NEED, ENABLING 24,971 STUDENTS FROM THESE SCHOOLS TO ATTEND A YOUNG PEOPLES CONCERT. THE FESTIVAL ON TOUR EDUCATIONAL PROGRAM WAS INTRODUCED THIS SEASON AS PART OF THE BRAHMS FESTIVAL. BRAHMS ON TOUR WAS BROUGHT TO OVER 4,000 STUDENTS AT SIX AREA HIGH SCHOOLS. 5819707 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 73 0 226 1 1 1 0 0 0 0 0 0 0 0 0 X 34 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X RICHARD ROCHE 2105541000 711 NAVARRO STREET SUITE 235 SAN ANTONIO TX 78205 BERG JIM 2.00 X X 0 0 0 BROMLEY ERNEST 2.00 X 0 0 0 DAWKINS ALLYSON 17.50 X 25363 0 10088 FAYE MARILYN 2.00 X 0 0 0 FLORES JR ALFREDO 2.00 X 0 0 0 RAFFERTY KATHY 2.00 X X 0 0 0 KAUSS GEORGE 2.00 X 0 0 0 JENKINS CRAIG 2.00 X 0 0 0 FREUDIGMAN KEN 17.50 X 29364 0 5338 MOORE DEBORAH 2.00 X 0 0 0 OZER MICHAEL DR 2.00 X X 0 0 0 SEIDEL STEPHEN 2.00 X 0 0 0 SWARTZMAN SHEILA 2.00 X 0 0 0 MCHESNEY SHAUN 2.00 X 0 0 0 VERETTE MARY JANE 2.00 X 0 0 0 WARE DENNERT 2.00 X X 0 0 0 DIETZ RICHARD 2.00 X 0 0 0 WEINBLATT DIDI PHD CFA 2.00 X 0 0 0 FORREST JAY 2.00 X 0 0 0 FRIEL LISA 2.00 X X 0 0 0 HONEYMAN ERIC D 2.00 X 0 0 0 KINDER DAVID 2.00 X 0 0 0 KUSTER SHARON 17.50 X 28515 0 9388 LA ROSA ALFREDO 2.00 X 0 0 0 PALMER LESLIE 2.00 X 0 0 0 PURCELL-GUERRA BEVERLY 2.00 X 0 0 0 WARD CHARLES 2.00 X 0 0 0 NEIHEISEL STEVE 2.00 X 0 0 0 BARNETT DAVID 2.00 X 0 0 0 DICEY BRUCE 2.00 X 0 0 0 GARZA JEFF 17.50 X 35109 0 4338 LOWE JIM 2.00 X 0 0 0 MUNZEL JENNIFER 2.00 X 0 0 0 TOOMES AIMEE 17.50 X 27184 0 4338 FISHMAN JACK 37.50 X 144782 0 99 ROCHE RICHARD 37.50 X 89908 0 10253 FILNER DAVID 37.50 X 12746 0 1598 TOOMES JANET 37.50 X 57823 0 4338 DOWNEY JACK 37.50 X 0 0 0 BARRON MARGARET 37.50 X 15910 0 798 GREEN DAVID 2.00 X 0 0 0 HAMILTON CYNTHIA 37.50 X 0 0 0 LESSING SEBASTIAN LANG 37.50 X 225598 0 4338 692302 0 54914 2 0 1 0 0 16602 1182147 4450148 5648897 PERFORMANCE INCOME 711130 2332821 2332821 2332821 26362 26362 21916 12676 9240 9240 ADVERTISING INCOME 519100 45375 45375 MISCELLANEOUS INCOME 711130 7830 7830 53205 8070525 2349891 45375 26362 983366 583502 340299 59565 2732805 2614254 45617 72934 535842 507697 16043 12102 353449 308924 31570 12955 35450 35450 167523 61277 42246 64000 362072 331475 30597 91378 71792 17185 2401 32286 1804 30482 183675 85321 98354 22457 22220 237 3124 625 2499 19676 19676 21970 21970 89881 62085 27796 CONCERT PRODUCTION COST 529635 529635 GUEST ARTIST 462926 462926 SUBSTITUTE AND EXTRA MU 67858 67858 INSTRUMENT & MUSIC 55190 55190 70016 53122 10416 6478 6820579 5819707 739603 261269 135 187 774175 682393 632436 2078573 44983 4121 155367 132407 326470 286214 49508 40256 1974929 2011863 3631533 4949800 103442 91779 1158253 1124862 250000 250000 541979 572618 2053674 2039259 X -825268 -765236 1087623 2356923 1315504 1318854 1577859 2910541 3631533 4949800 1249946 82736 0 X X 0 1 X 1 0 X 4487542 2855879 3545239 3294697 5648897 19832254 4487542 2855879 3545239 3294697 5648897 19832254 2645089 17187165 1639 176 134 21119 26362 49430 63953 66808 72269 50965 7830 261825 20143509 10327783 0.85320 0.86230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1805052 3350 110839 52408 1866833 1739509 121828 50656 5629 1805052 1618518 2700 165319 39747 7281 1739509 1583049 11362 77502 45128 8267 1618518 1701401 7363 -110231 15484 1583049 0.70650 0.29350 1 0 326470 286214 40256 40256 FUNDS HELD IN TRUST 1866833 BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY UNITRUST 145030 2011863 LINE OF CREDIT 572618 572618 8248656 82736 82719 12676 178131 8070525 0 8070525 6915974 82719 12676 95395 6820579 0 6820579 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS VARY IN DESIGNATED PURPOSE AND DISTRIBUTION RIGHTS AND RESTRICTIONS. INVESTMENTS HELD IN TRUST ARE MANAGED BY THE SAN ANTONIO AREA FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 12,676. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 12,676. X 1 1 X X 0 0 0 0 0 0 0 0 0 LESSING SEBASTIAN LANG 225598 0 0 0 0 0 0 0 4338 0 229936 0 0 0 PART I, LINE 1A CONTRACT APPROVES TRAVEL FOR COMPANIONS ON A LIMITED BASIS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WAS E-MAILED TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH NEW RESPONSIBLE PERSON SHALL BE REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. EACH RESPONSIBLE PERSON SHALL ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. SUCH RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES MIGHT INCLUDE SERVICE AS A DIRECTOR OF OR CONSULTANT TO A NONPROFIT ORGANIZATION, OR EMPLOYMENT BY OR OWNERSHIP OF A BUSINESS THAT MIGHT PROVIDE GOODS OR SERVICES TO THE SAN ANTONIO SYMPHONY. ANY SUCH INFORMATION REGARDING BUSINESS INTERESTS OF A RESPONSIBLE PERSON OR A FAMILY MEMBER SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE CHAIR, THE PRESIDENT/CEO, AND ANY COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THIS POLICY. THIS POLICY SHALL BE REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. ANY CHANGES TO THE POLICY SHALL BE COMMUNICATED IMMEDIATELY TO ALL RESPONSIBLE PERSONS. FORM 990, PART VI, SECTION B, LINE 15 THE LEAGUE OF AMERICAN ORCHESTRAS CONDUCTS AN ANNUAL SALARY SURVEY OF 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.