HOUSTON SYMPHONY SOCIETY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON SYMPHONY SOCIETY (EIN 74-1157373)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-12
- IRS object ID
- 201311039349300406
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-12T10:56:10-07:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770275132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741157373 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Symphony Society | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOUS | NameControl |
| Phone | 7132244240 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 Louisiana Jones Hall | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark C Hanson | Name |
| Title | Exec Dir/CEO | Title |
| Date Signed | 2013-04-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jody Blazek | Name |
| Phone | 7134395739 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Mark C Hanson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 Louisiana | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31376416 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.houstonsymphony.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1913 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | The mission of the Houston Symphony is to inspire and enrich the lives of our diverse citizenry through outstanding symphonic music performed by our great orchestra. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 66 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 64 | NbrIndependentVotingMembers |
| Total Nbr Employees | 412 | TotalNbrEmployees |
| Total Nbr Volunteers | 350 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 16083339 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17664230 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9037818 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8774912 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 93570 | InvestmentIncomePriorYear |
| Investment Income Current Year | 229689 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 79435 | OtherRevenuePriorYear |
| Other Revenue Current Year | 184308 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25294162 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26853139 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16269217 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16224961 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 53635 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 73618 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1726194 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8297941 | OtherExpensePriorYear |
| Other Expenses Current Year | 9518480 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24620793 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25817059 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 673369 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1036080 | RevenuesLessExpensesCY |
| Total Assets BOY | 6106674 | TotalAssetsBOY |
| Total Assets EOY | 5570509 | TotalAssetsEOY |
| Total Liabilities BOY | 21170737 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22954855 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -15064063 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -17384346 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the Houston Symphony is to inspire and enrich the lives of our diverse citizenry through outstanding symphonic music performed by our great orchestra. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 21805057 | Expense |
| Revenue | 8774912 | Revenue |
| Description | 2011-2012 Season Activities:Classical Season Highlights - The highest grossing classical concert was "Carmina Burana" yielding $107,000 in single ticket sales and 5,763 tickets.Beginning on September 8, the Symphony launched a new three concert series in Sugar Land, Texas. The Sugar Land Series' concerts were on Thursday evenings, beginning at 8:00 p.m., and took place at Sugar Land Baptist Church on Highway 59. The first two concerts featured the Houston Symphony and Houston Symphony Chorus in performances of Beethoven's Symphony No. 9 and Handel's "Messiah," while the third performance presented the new ACCESS concert format of Elgar's "Enigma Variations." The Houston Symphony offered two Opening Night performances on September 9 and 10 of Beethoven's widely-loved choral masterpiece, Symphony No. 9, "Ode to Joy."In October 2011, the Symphony performed at "Lunada," a free community concert at Miller Outdoor Theatre, produced by the Mexican Institute of Greater Houston. On November 26, 2011, the Symphony performed a Beyond the Score performance of Vivaldi's Four Seasons, a multi-media concert format that offered an expanded historical presentation of the music, created by the Chicago Symphony Orchestra. Lead by guest conductor Cristian Macelaru, Associate Concertmaster Eric Halen performed as soloist Former Houston Symphony Music Director, Christoph Eschenbach (1988-1999), returned to Jones Hall on December 6 for a one-night-only "Symphony Special" performance of Mahler's Symphony No. 5 with the Houston Symphony. His last performance with the orchestra was in February 2002. In January 2012, the Symphony performed its first-ever three-weekend concert extravaganza called "Rach Fest," which focused on the popular repertoire of composer Sergei Rachmaninoff, who wrote hugely demanding music for the keyboard. Celebrated young pianist and 2010 Gilmore Artist Award winner, Kirill Gerstein, served as artist-in-residence during the festival performing all four of Rachmaninoff's knuckle-busting concertos during the three weeks. The festival yielded $170,000 in single ticket sales and 12,102 tickets. In February 2012, the Symphony performed a free concert at Grace Community Church of "The Planets - An HD Odyssey." Following the success of 2010's concert, "The Planets - An HD Odyssey," the Houston Symphony gave the world premiere performance of its sequel, "Orbit - An HD Odyssey", on February 17 and 18. Once again, producer/director Duncan Copp was commissioned by the Houston Symphony to create a high-definition film that accompanied a live orchestral performance. "Orbit's" imagery focused on Planet Earth and included high-definition images from NASA's shuttle missions, the International Space Station and Earth's orbiting satellites. Leading the orchestra was guest conductor, Giancarlo Guerrero. Hans Graf and the Houston Symphony returned, by invitation, to New York's Carnegie Hall on May 7 to participate in the 2nd annual "Spring for Music Festival." With a tag line of "Uncommon Concerts for $25," the festival is an innovative collection of concerts featuring North American symphony and chamber orchestras with a focus on unique programming at affordable prices. The week-long festival is designed to allow chosen orchestras to showcase their artistic philosophies through distinctive and creative programming in one of the world's most competitive musical environments, Carnegie Hall. The Houston Symphony performed a concert entitled "Two Faces of Shostakovich," which included two works by Shostakovich. The first work was his rarely-performed "Anti-formalist Rayok," accompanied by Russian/American bass vocalist, Mikhail Svetlov. The second work was Symphony No. 11, which was first commercially recorded by the Houston Symphony back in 1958.To close the season, Graf, the Houston Symphony and Chorus performed Orff's epic composition, "Carmina burana," along with the Ft. Bend Boys Choir of Texas. Also featured on this concert was Houston Symphony Concertmaster Frank Huang performing as soloist in Alban Berg's Violin Concerto. Outstanding guest conductors who took the podium in 2011-2012 included Cristian Macelaru, Giancarlo Guerrero, Pablo Heras-Casado and Christoph Eschenbach, along with debuting conductors David Afkham, Vasily Petrenko, Edward Gardner, Gilbert Varga, Christian Knapp, Christoph Koenig, Jakub Hrusa, John Storgards, Vasily Petrenko, Alexander Shelley. The season included performances by some of the music world's recognized stars, including pianists Olga Kern, Andr Watts, Emanuel Ax, Kirill Gerstein, Jon Kimura Parker; violinists James Ehnes, Chloe Hanslip, Hilary Hahn; cellist Daniel Mueller-Schott; percussionist Colin Currie; bass Mikhail Svetlov and soprano Albina Shagimuratova.Classical artists making their debut in the 2011-12 season were violinist Chloe Hanslip; cellist Daniel Mueller-Schott and percussionist Colin Currie. Houston Symphony musicians were soloists as well during the 2011-2012 season including concertmaster Frank Huang, Associate Concertmaster Eric Halen and principal bassoonist Rian Craypo. The Houston Symphony Chorus partnered with the orchestra in such grand programs as Beethoven's Symphony No. 9, Schubert's Mass No. 3, Dvork's "Te Deum," Borodin's "Polovstian Dances" and Orff's "Carmina burana." Pops Season Highlights - The highest grossing POPS concert was "Idina Menzel" yielding $213,000 in single ticket sales and 6,000 tickets.Guest artists who joined the Houston Symphony at Jones Hall for POPS concerts included Poperazzi, Idina Menzel, Tony Kishman in a tribute to Paul McCartney, Jim Curry in a tribute to John Denver, the violin troupe Bowfire, Latin music group Tiempo Libre, and former Assistant Conductor/American Conducting Fellow Brett Mitchell in a Cole Porter tribute. POPS "Symphony Specials" included concerts featuring Earth, Wind & Fire and Linda Eder. There was also a performance of "The Matrix Live!," which featured the orchestra's performance of "The Matrix" soundtrack while the film plays on a large screen above the stage. Summer - Summer Specials known as "Symphony Summer in the City" included "Music of The Who," "Bugs Bunny at the Symphony," "Distant Worlds: Music from Final Fantasy" and "The Lord of the Rings: The Fellowship of the Ring." In total, "Symphony Summer in the City" sold more than 11,300 tickets and grossed more than $554,000 in revenue.The orchestra's concerts and annual Independence Day celebrations at the Cynthia Woods Mitchell Pavilion and Miller Outdoor Theatre once again drew large crowds. These summer events have become a Houston tradition, with a combined audience of more than 35,000.The Symphony continued its quest to reach new audiences during the summer by providing three unique, multi-media concert experiences. "The Lord of the Rings: The Fellowship of the Ring" was a live performance of the movie soundtrack as the film is projected on a large screen above the orchestra, "Bugs Bunny at the Symphony" combined the unforgettable music and video from the popular cartoon series, and "Distant Worlds: Music from Final Fantasy" combined the music of the popular video game series with footage from the games themselves projected on a large screen above the orchestra. Family Concerts - Each year, the Symphony's outreach programming features four family concerts, targeted to children ages 4 to 11. For the 2011-12 season, these performances were led by Associate Conductor Robert Franz. The themes for the 2011-12 season, attended by 13,322 children and their families, were "Once Upon a Dream: Princes & Princesses," "The Night Before Christmas," "Symphony Under the Sea" and "Perfect Pitch: Music of Baseball" which featured Houston Astros' famed announcer, Milo Hamilton.Serving Houston - To honor its longstanding commitment to community service, the Houston Symphony offers free or low-cost concerts to thousands of people each year through its Music Matters! education and outreach programs. Venues include Jones Hall, Miller Outdoor Theatre and the Cynthia Woods Mitchell Pavilion in The Woodlands, as well as schools, churches, nursing homes, community centers and shelters for the homeless. The Symphony's outreach activities also feature master classes, instrumental instruction, student competitions, small ensemble performances and lectures. These initiatives are designed to ensure that Houstonians of all ages and backgrounds, including the underserved, the economically disadvantaged and those with physical or mental disabilities, have an opportunity to learn about and enjoy outstanding orchestral music. | Description |
| Total Program Service Expense | 21805057 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 101 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 412 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 66 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 64 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Sally Brassow | NamePerson |
| Telephone Number | 7132381470 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 Louisiana St 102 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (74 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Dr Robert Yekovich | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Judge Cary P Yates | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Ed Wulfe | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Margaret A Williams | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Vicki West | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Frederic A Weber | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Dr Margaret Waisman | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Betty Tutor | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| David Steakley | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Jim Smith | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Jerry Simon | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Helen Shaffer | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Manolo Sanchez | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| John Rydman | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Kathi Rovere | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Stephen Pryor | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| David R Pruner | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Geoffroy Petit | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Fran Fawcett Peterson | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Arthur Newman | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Kevin O Meyers | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Alexander K McLanahan | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Gene McDavid | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Billy McCartney | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Jackie Mazow | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Jay Marks | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Mary Lynn Marks | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Rodney H Margolis | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Beth Madison | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Nancy Littlejohn | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Dr Rochelle Levit | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Ulyesse J LeGrange | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Ryan Krogmeier | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Dr Gary L Hollingsworth | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Susan Hansen | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Stephen W Glenn | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| David Frankfort | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Julia Frankel | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Dr Kelli Cohen Fein | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Susanna Dokupil | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Mike Doherty | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Gene Dewhurst | ||||||||
| Pres. Endowment | 2.00 | X | 0 | 0 | 0 | |||
| Viviana Denechaud | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Lorraine Dell | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Dr Scott Cutler | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Michael H Clark | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Janet F Clark | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| John T Cater | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Prentiss C Burt | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Ralph Burch | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Terry A Brown | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Marie Bosarge | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Darlene Bisso | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Janice Barrow | ||||||||
| Governing Dir | 2.00 | X | 0 | 0 | 0 | |||
| Paul Morico | ||||||||
| General Counsel | 10.00 | X | 0 | 0 | 0 | X | ||
| Gloria Pryzant | ||||||||
| VP Marketing | 10.00 | X | 0 | 0 | 0 | X | ||
| Barbara McCelvey | ||||||||
| VP Volunteers | 10.00 | X | 0 | 0 | 0 | X | ||
| Robert Peiser | ||||||||
| VP Fin/Pres. El | 10.00 | X | 0 | 0 | 0 | X | ||
| Cora Sue Mach | ||||||||
| VP Education | 10.00 | X | 0 | 0 | 0 | X | ||
| Allen Gelwick | ||||||||
| VP Programming | 10.00 | X | 0 | 0 | 0 | X | ||
| Justice Brett Busby | ||||||||
| VP Artstc & Orc | 10.00 | X | 0 | 0 | 0 | X | ||
| David Wuthrich | ||||||||
| VP Development | 10.00 | X | 0 | 0 | 0 | X | ||
| Steven P Mach | ||||||||
| VPGov/Secretary | 10.00 | X | 0 | 0 | 0 | X | ||
| Mike Stude | ||||||||
| Chair Emeritus | 10.00 | X | 0 | 0 | 0 | X | ||
| Jesse B Tutor | ||||||||
| Chairman | 10.00 | X | 0 | 0 | 0 | X | ||
| Robert B Tudor | ||||||||
| President | 10.00 | X | 0 | 0 | 0 | X | ||
| Michael Pawson | ||||||||
| CFO | 40.00 | 180855 | 0 | 19198 | X | |||
| Mark C Hanson | ||||||||
| Exec Dir/CEO | 40.00 | 276781 | 0 | 19198 | X | |||
| Hans Graf | ||||||||
| Music Director | 40.00 | 346423 | 0 | 13780 | X | |||
| Frank Huang | ||||||||
| Concert Master | 20.00 | 188745 | 0 | 13923 | X | |||
| Brinton Smith | ||||||||
| Principal Cello | 20.00 | 156852 | 0 | 22984 | X | |||
| William VerMeulen | ||||||||
| Principal Horn | 20.00 | 156463 | 0 | 22984 | X | |||
| Robert Walp | ||||||||
| Asst Prpl Trumpet | 20.00 | 140563 | 0 | 12713 | X | |||
| Eric Halen | ||||||||
| Assc Concert Mastr | 20.00 | 135286 | 0 | 22270 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1581968 | TotalReportableCompFromOrg |
| Total Other Compensation | 147050 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SD & A Teleservices | |||||
| 5757 W Centruy Blvd 300 | Los Angeles | CA | 90045 | Telemarketing | 197569 |
| Page International Communications | |||||
| PO Box 40572 | Houston | TX | 77240 | Printing | 206588 |
| Opus 3 Artists | |||||
| 470 Park Avenue S 9th Flr | New York | NY | 10016 | Artist Agent | 220620 |
| Jackson & Company | |||||
| PO Box 130260 | Houston | TX | 77219 | Catering | 222533 |
| 5 Star Event Services | |||||
| 1801 Milby | Houston | TX | 77003 | Ushers | 212542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Fundraising Events | 1140051 | FundraisingEvents |
| Related Organizations | 4099590 | RelatedOrganizations |
| Government Grants | 695298 | GovernmentGrants |
| All Other Contributions | 11729291 | AllOtherContributions |
| Noncash Contributions | 1226215 | NoncashContributions |
| Total Contributions | 17664230 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Other concerts | 711130 | 2682235 | 2682235 |
| Classical and pops series | 711130 | 6092677 | 6092677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8774912 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 231448 | TotalRevenueColumn |
| Exclusion | $231,448 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4094931 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4096690 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1759 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1759 | TotalRevenueColumn |
| Exclusion | -$1,759 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 568525 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1140051 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 426587 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 141938 | TotalRevenueColumn |
| Exclusion | $141,938 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Insurance Refund | Description |
| Business Code | 524298 | BusinessCode |
| Total Revenue Column | 42370 | TotalRevenueColumn |
| Exclusion | $42,370 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 42370 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26853139 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8774912 | RelatedOrExemptFunctionIncome |
| Exclusion | $413,997 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 804059 | Total |
| Program Services | 346423 | ProgramServices |
| Management And General | 457636 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11273463 | Total |
| Program Services | 9869926 | ProgramServices |
| Management And General | 534176 | ManagementAndGeneral |
| Fundraising | 869361 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 656024 | Total |
| Program Services | 549781 | ProgramServices |
| Management And General | 87126 | ManagementAndGeneral |
| Fundraising | 19117 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2654038 | Total |
| Program Services | 2278379 | ProgramServices |
| Management And General | 246847 | ManagementAndGeneral |
| Fundraising | 128812 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 837377 | Total |
| Program Services | 710265 | ProgramServices |
| Management And General | 81287 | ManagementAndGeneral |
| Fundraising | 45825 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47184 | Total |
| Program Services | 27385 | ProgramServices |
| Management And General | 15099 | ManagementAndGeneral |
| Fundraising | 4700 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86418 | Total |
| Management And General | 86418 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73618 | Total |
| Fundraising | 73618 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 846425 | Total |
| Program Services | 758008 | ProgramServices |
| Management And General | 43924 | ManagementAndGeneral |
| Fundraising | 44493 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 952201 | Total |
| Program Services | 949986 | ProgramServices |
| Management And General | 835 | ManagementAndGeneral |
| Fundraising | 1380 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1110188 | Total |
| Program Services | 656912 | ProgramServices |
| Management And General | 243937 | ManagementAndGeneral |
| Fundraising | 209339 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34022 | Total |
| Program Services | 27608 | ProgramServices |
| Management And General | 6414 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228785 | Total |
| Program Services | 54611 | ProgramServices |
| Management And General | 173341 | ManagementAndGeneral |
| Fundraising | 833 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105958 | Total |
| Program Services | 44083 | ProgramServices |
| Management And General | 44449 | ManagementAndGeneral |
| Fundraising | 17426 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12939 | Total |
| Program Services | 6421 | ProgramServices |
| Management And General | 654 | ManagementAndGeneral |
| Fundraising | 5864 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119676 | Total |
| Management And General | 119676 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118247 | Total |
| Program Services | 72328 | ProgramServices |
| Management And General | 45919 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123395 | Total |
| Program Services | 28360 | ProgramServices |
| Management And General | 95035 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Events expense | 156204 | 156204 | ||
| Other expenses | 317447 | 149222 | 165190 | 3035 |
| Conductors & guest artists | 2409782 | 2409782 | ||
| Concert productions | 2849609 | 2849609 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25817059 | Total |
| Program Services | 21805057 | ProgramServices |
| Management And General | 2285808 | ManagementAndGeneral |
| Fundraising | 1726194 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 895176 | BOY |
| EOY | 77723 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200404 | BOY |
| EOY | 200861 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3215955 | BOY |
| EOY | 3618205 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365457 | BOY |
| EOY | 280964 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 721712 | BOY |
| EOY | 915002 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2430875 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2015393 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 399734 | BOY |
| EOY | 415482 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 308236 | BOY |
| EOY | 62272 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6106674 | BOY |
| EOY | 5570509 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1558920 | BOY |
| EOY | 2499188 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4092464 | BOY |
| EOY | 4099155 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5288448 | BOY |
| EOY | 5149448 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10230905 | BOY |
| EOY | 11207064 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21170737 | BOY |
| EOY | 22954855 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -16834600 | BOY |
| EOY | -19935425 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1770537 | BOY |
| EOY | 2551079 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -15064063 | BOY |
| EOY | -17384346 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6106674 | BOY |
| EOY | 5570509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1036080 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3356363 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
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 | 13896440 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12365304 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13411912 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16083339 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17664230 | CurrentTaxYear |
| Total | 73421225 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8725204 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8760232 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9032110 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9037818 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8774912 | CurrentTaxYear |
| Total | 44330276 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22621644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21125536 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22444022 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25121157 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26439142 | CurrentTaxYear |
| Total | 117751501 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3665018 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1456511 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 672178 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3489679 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2757481 | CurrentTaxYear |
| Total | 12040867 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3665018 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1456511 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 672178 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3489679 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2757481 | CurrentTaxYear |
| Total | 12040867 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 105710634 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 188558 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 186708 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 134121 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 107787 | CurrentTaxYearMinus1Year |
| Current Tax Year | 231448 | CurrentTaxYear |
| Total | 848622 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 188558 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 186708 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 134121 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 107787 | CurrentTaxYearMinus1Year |
| Current Tax Year | 231448 | CurrentTaxYear |
| Total | 848622 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22810202 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21312244 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22578143 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25228944 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26670590 | CurrentTaxYear |
| Total | 118600123 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.89130 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.89230 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00720 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01460 | 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 | 70195468 | BeginningOfYearBalance |
| Contributions | 2821129 | Contributions |
| Investment Earnings Or Losses | -2405139 | InvestmentEarningsOrLosses |
| Other Expenditures | 4099590 | OtherExpenditures |
| End Of Year Balance | 66511868 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 64193502 | BeginningOfYearBalance |
| Contributions | 554317 | Contributions |
| Investment Earnings Or Losses | 9317739 | InvestmentEarningsOrLosses |
| Other Expenditures | 3870090 | OtherExpenditures |
| End Of Year Balance | 70195468 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 60140787 | BeginningOfYearBalance |
| Contributions | 193551 | Contributions |
| Investment Earnings Or Losses | 7962392 | InvestmentEarningsOrLosses |
| Other Expenditures | 4103228 | OtherExpenditures |
| End Of Year Balance | 64193502 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16915 | OtherCostOrOtherBasis |
| Book Value | 16915 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 219244 | OtherCostOrOtherBasis |
| Depreciation | 206715 | Depreciation |
| Book Value | 12529 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2095061 | OtherCostOrOtherBasis |
| Depreciation | 1712496 | Depreciation |
| Book Value | 382565 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 99655 | OtherCostOrOtherBasis |
| Depreciation | 96182 | Depreciation |
| Book Value | 3473 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 415482 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Interest rate swap | $28,726 |
| Due to affiliated organization | $1,904,301 |
| Accrued pension liability | $9,274,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11207064 | TotalOfAmounts |
| Total Revenue | 26853139 | TotalRevenue |
| Total Expenses | 25817059 | TotalExpenses |
| Excess Or Deficit For Year | 1036080 | ExcessOrDeficitForYear |
| Other | -$7,039,963 | OtherAmount |
| Total Adjustments | -7039963 | TotalAdjustments |
| Excess Or Deficit Per FS | -6003883 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 23223487 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 53948 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 415990 | OtherRevenues |
| Revenue Not Rptd F990 | 469938 | RevenueNotRptdF990 |
| Revenue Subtotal | 22753549 | RevenueSubtotal |
| Other Revenues Not Included | 4099590 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4099590 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 26853139 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25871007 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 53948 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 53948 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25817059 | ExpensesSubtotal |
| Total Expenses Per Form990 | 25817059 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Grant from Endowment $4099590 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Consolidated audit - Endowment revenue $415990 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Change in value of interest rate swap agreement $22080 Change in value of pension liability under FASB 87 $ -3378443 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | Houston Symphony Endowment (the Endowment) was established to support the operations of the Houston Symphony Society. The Endowment holds contributed funds in perpetuity, invests those funds, and makes contributions from time to time to the Society. Such contributions must meet the stated restrictions of donors as well as the current policies of the Endowment. The Endowment is governed by a Board of Directors who are elected by the officers of the Board of Directors of the Society. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DCM | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 Main St 816 | AddressLine1 |
| City | Brooklyn | City |
| State | NY | State |
| ZIP Code | 11202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefundng | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 118386 | GrossReceipts |
| Amount Retained By Contractor | 73618 | AmountRetainedByContractor |
| Net To Organization | 44768 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 118386 | TotalGrossReceipts |
| Total Retained By Contractors | 73618 | TotalRetainedByContractors |
| Total Net To Organization | 44768 | TotalNetToOrganization |
| Licensed States | TX | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Ball | NameOfEvent1 |
| Gross Receipts Event1 | 1017780 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 690675 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 327105 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 35000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 110195 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 68725 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 6088 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Wine Dinner | NameOfEvent2 |
| Gross Receipts Event2 | 270025 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 182925 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 87100 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 6849 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 58300 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 500 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 637 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 420771 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 266451 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 154320 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 13175 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 113388 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 7844 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 5886 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1708576 | GrossReceiptsTotal |
| Charitable Contributions Total | 1140051 | CharitableContributionsTotal |
| Gross Revenue Total Events | 568525 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 55024 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 281883 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 77069 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 12611 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 426587 | DirectExpenseSummaryEvents |
| Net Income Summary | 141938 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|---|
| William VerMeulen | |||||
| 156463 | 5393 | 17591 | 179447 | ||
| Robert Walp | |||||
| 140563 | 5393 | 7320 | 153276 | ||
| Michael Pawson | |||||
| 180855 | 19198 | 200053 | |||
| Mark C Hanson | |||||
| 261781 | 19198 | 295979 | 15000 | ||
| Hans Graf | |||||
| 97523 | 13780 | 360203 | 248900 | ||
| Frank Huang | |||||
| 188745 | 5393 | 8530 | 202668 | ||
| Eric Halen | |||||
| 135286 | 5393 | 16877 | 157556 | ||
| Brinton Smith | |||||
| 156852 | 5393 | 17591 | 179836 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 7 | Identifier |
| Return Reference | Part I, Line 7: Non-Fixed payments not listed above | ReturnReference |
| Explanation | The Executive Director/CEO received a performance bonus based on agreed upon objectives. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Eric Halen | NamePerson |
| Purpose Of Loan | Purchase instrument | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $161,663 | OriginalPrincipalAmount |
| Balance Due | 73996 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 73996 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Paul Morico | |||
| Gen Counsel | 53561 | Discounted legal fees | false |
| John Rydman | |||
| Governing Dir | 22396 | Discounted beverages | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1226215 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 33, Revenues Not Reported | Identifier |
| Explanation | $3,681,704 of donated stock was received during the year. Only $1,226,215 was reported as revenue because the remainder of the stock received related to payments on previous year pledges, not current year contributions. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The audited financial statements and Form 990 are available on our website. Governing documents are available upon request through the Symphony offices. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Annually the Director, Human Resources obtains salary surveys for both the Houston area and the Symphony universe. The Director then shares the information with the Board President. The Compensation Committee, consisting of the Board President,Board Chairman, and any other members as may be appointed by the Executive Committee from time to time, are responsible for approving the compensation packages for the Chief Financial Officer and other key employees. Budget constraints are taken into account. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The Conflict of Interest Policy is provided annually to the Governing Board for their review and signature. If a conflict is noted the Trustee is asked to recuse himself from any applicable decisions. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The Form 990 is reviewed by the Controller and CFO before filing with the IRS. Once that review is complete, an e-mail is sent to the Governing Directors letting them know that the Form 990 is available for their review via a password protected link on the organization's website. |
| Form 990, Part VI, Line 6 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Members of the Society are defined as anyone who has contributed, or on whose behalf there has been a contribution of at least $100. Ten or more members shall constitute a quorum at any meeting. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Betty Tutor, Governing Director, and Jesse Tutor, Governing Director, have a family relationship.Cora Sue Mach, VP Education, Exec. Committee, and Governing Director and Steven P. Mach, VP, Finance & Board Governance, Exec. Committee, and Governing Director have a family relationship. Janice Barrow, Governing Director, and Barbara McCelvey, VP, Volunteers, Exec. Committee, Governing Director, have a family relationship. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Symphony Endowment | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 Louisiana St 102 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208350227 | EIN |
| Primary Activities | Support the Houston Symphony | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 509(a)(3)1 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Symphony Society | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Symphony Endowment | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionType |
| Amount Involved | 4099590 | AmountInvolved |
| Method Of Amt Determination | Cost | MethodOfAmtDetermination |
Comments