2013-07-15T13:55:07-05:00 2012-08-31 741650885 PADGETT STRATEMANN & CO LLP 100 NE LOOP 410 SUITE 1100 SAN ANTONIO TX 78216 990 2011-09-01 741185669 SYMPHONY SOCIETY OF SAN ANTONIO SYMP 2105541000 130 EAST TRAVIS ST NO 550 SAN ANTONIO TX 78205 RICHARD ROCHE 2105541000 2013-07-15 1 JOSIE BEHREND P00715390 2108286281 2011 2016-02-24 21:20:13Z JACK FISHMAN 130 EAST TRAVIS ST NO 550 SAN ANTONIO TX 78205 5557444 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. 27 27 226 400 50411 -16196 3545239 3294697 2090148 2118682 134 21119 45147 114259 5680668 5548757 0 0 0 0 4446138 4290318 0 0 199043 2009872 2106028 6456010 6396346 -775342 -847589 3761369 3631533 1422165 2053674 2339204 1577859 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 5530162 2182530 DURING THE FISCAL YEAR 11-12 SEASON, THE SAN ANTONIO SYMPHONY PERFORMED 28 CLASSICS SERIES CONCERTS, 12 POPS SERIES CONCERTS, 4 FAMILY SERIES CONCERTS AND 22 YOUNG PEOPLE'S CONCERTS. SPECIAL CONCERTS INCLUDED RENEE FLEMING, BALLET SAN ANTONIO COLLABORATION OF THE NUTCRACKER, HOLIDAY PERFORMANCES OF THE MESSIAH, BEETHOVEN FESTIVAL, AND KLRN TELEVISION BROADCASTS. THE SYMPHONY'S OUTREACH AND EDUCATION PROGRAMS INCLUDED 45 IN-SCHOOL MUSIC EDUCATION MENTOR EVENTS, MASTER CLASSES AND 25 COMMUNITY OUTREACH EVENTS. 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, VADIM GLUZMAN. FREE CONCERT PERFORMANCES INCLUDED VETERANS DAY SALUTE TO SERVICE AND MAKING MIRACLES: A NIGHT OF ILLUMINATION, ALONG WITH PERFORMANCES AT THE JEWISH COMMUNITY CENTER, CANCER THERAPY RESEARCH CENTER, AND THE AREA ARTS SHOWCASE EVENT. ADDITIONAL SYMPHONY COMMUNITY ENGAGEMENT PERFORMANCES INCLUDED AN INSTRUMENT PETTING ZOO, MASCOT APPEARANCES AND MUSIC LESSONS BY SYMPHONY MUSICIANS IN VARIOUS VENUES THROUGHOUT SAN ANTONIO. OUR SCHOLARSHIP PROGRAM, MUSIC MATTERS, WAS OFFERED TO LOW-INCOME AND TITLE I SCHOOLS. THE PROGRAM OFFERS TICKET AND TRANSPORTATION SCHOLARSHIPS TO SCHOOLS WHO CANNOT AFFORD TO SEND STUDENTS TO OUR EDUCATIONAL YOUNG PEOPLE CONCERTS. THE SYMPHONY PARTNERED WITH LOCAL NON-PROFITS, COLLECTING ARTS SUPPLIES FOR BOYSVILLE, MONETARY DONATIONS AND PAPER GOODS FOR THE FISHER HOUSE, AND MONETARY DONATIONS AND FOOD ITEMS FOR THE SAN ANTONIO FOOD BANK. 5530162 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 1 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 27 27 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 X RICHARD ROCHE 2105541000 130 EAST TRAVIS ST SUITE 550 SAN ANTONIO TX 78205 BERG JIM 2.00 X X 0 0 0 BROMLEY ERNEST 2.00 X 0 0 0 DAWKINS ALLYSON 2.00 X 0 0 0 FAYE MARILYN 2.00 X 0 0 0 FISHMAN JACK 37.50 X X 112744 0 146 FLORES JR ALFREDO 2.00 X 0 0 0 RAFFERTY KATHY 2.00 X 0 0 0 KAUSS GEORGE 2.00 X 0 0 0 JENKINS CRAIG 2.00 X 0 0 0 KORTE BOB 2.00 X 0 0 0 FREUDIGMAN KEN 2.00 X 0 0 0 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 2.00 X 0 0 0 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 ROCHE RICHARD 37.50 X 79710 0 4226 WALTHOUR LAUREN 37.50 X 50298 0 97 FILNER DAVID 37.50 X 36344 0 3613 TOOMES JANET 37.50 X 36293 0 4226 CARTER PAUL 37.50 X 14329 0 704 LESSING SEBASTIAN LANG 37.50 X 198704 0 4226 528422 0 17238 2 0 1 0 0 14249 609488 2670960 3294697 PERFORMANCE INCOME 711130 2118682 2118682 2118682 21119 21119 21570 8687 12883 12883 MISCELLANEOUS INCOME 711130 50965 50965 ADVERTISING INCOME 519100 50411 50411 101376 5548757 2182530 50411 21119 585463 329925 125782 129756 2876080 2680964 195116 489392 461687 19244 8461 339383 300971 25964 12448 34000 34000 84087 50136 25951 8000 373794 349813 23981 79377 60164 16104 3109 32229 94 32135 187181 91966 95215 15869 15825 44 1639 250 1389 13973 13973 41833 41833 96754 69164 27590 GUEST ARTIST 521784 521784 CONCERT PRODUCTION COST 469529 469529 INSTRUMENT & MUSIC 64856 64856 LICENSES & FEES 34924 34924 54199 28110 12801 13288 6396346 5530162 667141 199043 66 135 809048 774175 746215 632436 33886 44983 147156 155367 313753 264245 76975 49508 1948023 1974929 3761369 3631533 139438 103442 1011067 1158253 250000 250000 21660 541979 1422165 2053674 X -633204 -825268 1656904 1087623 1315504 1315504 2339204 1577859 3761369 3631533 X -847589 86244 X X 0 1 1 X 0 X 4473816 4487542 2855879 3545239 3294697 18657173 4473816 4487542 2855879 3545239 3294697 18657173 2167415 16489758 83770 1639 176 134 6418 92137 70256 63953 66808 72269 101376 374662 19123972 9944199 0.86230 0.85290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1739509 121828 50656 5629 1805052 1618518 2700 165319 39747 7281 1739509 1583049 11362 77502 45128 8267 1618518 1701401 7363 -110231 15484 1583049 0.73000 0.27000 1 0 313753 264245 49508 49508 FUNDS HELD IN TRUST 1805252 BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY UNITRUST 169677 1974929 LINE OF CREDIT 541979 541979 5548757 6396346 -847589 86244 86244 -761345 5836690 86244 193002 8687 287933 5548757 0 5548757 6598035 193002 8687 201689 6396346 0 6396346 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. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 8,687. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 8,687. X 1 1 X X 0 0 0 0 0 0 0 0 0 LESSING SEBASTIAN LANG 198704 0 0 0 0 0 0 0 4226 0 202930 0 0 0 PART I, LINE 1A CONTRACT APPROVES TRAVEL FOR COMPANIONS ON A LIMITED BASIS. ALAMO MUSIC CENTER MR. FLORES OWNS MORE THAN 35% OF INTERESTED PERSON 550 PROVIDED PIANO RENTAL FOR THE FUTURE STARS COMPETITION. 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WAS E-MAILED TO THE FINANCE COMMITEE AND THE BOARD OF DIRECTORS, FOR THEIR REVIEW, BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 86,244. 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. FORM 990, PART VI, SECTION B, LINES 12-14: THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, OR DOCUMENT RETENTION AND DESTRUCTION POLICY FOR THE FISCAL YEAR-ENDED 8/31/2012. THE ORGANIZATION'S BOARD HAS APPROVED AND ADOPTED THESE POLICIES EFFECTIVE MAY 28, 2013.