2012-07-16T14:47:36-05:00 2011-08-31 PADGETT STRATEMANN & CO LLP 100 NE LOOP 410 SUITE 1100 SAN ANTONIO TX 78216 990 2010-09-01 741185669 SYMPHONY SOCIETY OF SAN ANTONIO SYMP 2105541000 130 EAST TRAVIS ST NO 550 SAN ANTONIO TX 78205 RICHARD ROCHE 2105541000 2012-07-16 1 JOSIE BEHREND 2108286281 2010 2016-02-24 21:20:13Z JACK FISHMAN 130 EAST TRAVIS ST NO 550 SAN ANTONIO TX 78205 5843891 0 X WWW.SASYMPHONY.ORG X 1939 TX TO INSPIRE, EDUCATE, AND ENTERTAIN THE PEOPLE OF, AND VISITORS TO, SAN ANTONIO AND SOUTH TEXAS THROUGH THE PERFORMANCE OF LIVE ORCHESTRAL MUSIC. 36 36 205 400 54499 0 2855879 3545239 1897043 2090148 176 134 71263 45147 4824361 5680668 0 0 0 0 3634164 4446138 0 0 196040 1669620 2009872 5303784 6456010 -479423 -775342 4368813 3761369 1337127 1422165 3031686 2339204 X TO ENHANCE AND INSPIRE OUR COMMUNITY BY VIGOROUSLY INFLUENCING THE ARTISTIC FABRIC OF SAN ANTONIO THROUGH EXCELLENT SYMPHONIC PERFORMANCE, EDUCATION AND SERVICE. 0 0 5556276 2113470 PROGRAM SERVICE ACCOMPLISHMENTS:DURING THE FISCAL YEAR 10-11 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 (1) LANG LANG, (2) SAN ANTONIO SYMPHONY /BALLET SAN ANTONIO COLLABORATION OF THE NUTCRACKER, (3)HOLIDAY PERFORMANCES OF THE MESSIAH, (4) A KLRN TELEVISION BROADCAST AND (5) SUMMER SUNDAY AFTERNOON RADIO REBROADCASTS OF 10 CLASSICS CONCERTS ON TEXAS PUBLIC RADIO, REACHING 16,000 - 18,000 LISTENERS. SPECIAL EDUCATIONAL EVENTS INCLUDED (1) FUTURE STARS CONCERTO COMPETITION, (2) PAINT TO MUSIC COMPETITION, (3) PRO-AM AND (4) RUSSELL HILL ROGERS STRING RESIDENCY MASTER CLASS WITH GUEST VIOLINIST ROBERT MCDUFFIE. THE AT&T MUSIC SCHOLARS PROGRAM CONCLUDED DURING THE 10-11 SEASON. MUSICIANS VISITED SELECT LOW-INCOME HIGH SCHOOLS TO MENTOR STUDENT MUSICIANS. COLLABORATIVE AND FREE NEIGHBORHOOD CONCERTS WERE PERFORMED AT LANIER, BRACKENRIDGE, STEELE, BRANDEIS AND EDGEWOOD HIGH SCHOOLS. SAN ANTONIO SYMPHONY "COMMUNITY ENGAGEMENT" PERFORMANCES PROVIDED UNDERSERVED COMMUNITIES WITH LIVE ORCHESTRAL MUSIC. FREE CONCERT PERFORMANCES INCLUDED VETERANS DAY SALUTE TO SERVICE, LUMINARIA, JAPAN BENEFIT CONCERT, UNIVERSITY OF TEXAS HEALTH SCIENCES CENTER AND BARSHOP JEWISH COMMUNITY CENTER. ADDITIONAL SYMPHONY COMMUNITY ENGAGEMENT PERFORMANCES INCLUDED MASTER CLASSES, MENTORING, INSTRUMENT PETTING ZOO, MASCOT APPEARANCES AND MUSIC COACHING BY SYMPHONY MUSICIANS IN VARIOUS VENUES THROUGHOUT SAN ANTONIO. OUR SCHOLARSHIP FUND, MUSIC MATTERS, WAS OFFERED TO LOW-INCOME AND TITLE I SCHOOLS. THE PROGRAM OFFERS TICKET AND TRANSPORTATION SCHOLARSHIPS TO THOSE WHO CANNOT AFFORD TO ATTEND OUR EDUCATIONAL PROGRAMMING. THE SYMPHONY PARTNERS WITH LOCAL NON-PROFITS. THE SAN ANTONIO SYMPHONY COLLECTED CLOTHING FOR MISSION ROAD MINISTRIES, ART SUPPLIES AND TOYS FOR THE AUTISM COMMUNITY NETWORK AND SUNSHINE COTTAGE, FOOD ITEMS FOR THE SAN ANTONIO FOOD BANK, AND MONETARY DONATIONS FOR THE AMERICAN HEART ASSOCIATION. 5556276 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 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 1 158 0 205 1 1 1 0 0 0 0 0 0 0 0 0 X 36 36 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 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 109829 0 0 FLORES JR ALFREDO 2.00 X 0 0 0 HILLMAN MAUREEN 2.00 X 0 0 0 KAUSS GEORGE 2.00 X 0 0 0 KENNEDY KATHLEEN 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 VAZQUEZ MARIO 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 ESPINOSA ROBERTO 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 NEIHEISEL STEVE 2.00 X 0 0 0 PALMER LESLIE 2.00 X 0 0 0 PURCELL-GUERRA BEVERLY 2.00 X 0 0 0 RUEDA GIOVANNA 2.00 X 0 0 0 SINCLAIR DIANE 2.00 X 0 0 0 VILLARREAL NORMA 2.00 X 0 0 0 WARD CHARLES 2.00 X 0 0 0 KEY STEPHANIE 2.00 X 0 0 0 ROCHE RICHARD 37.50 X 77124 0 0 WALTHOUR LAUREN 37.50 X 75737 0 0 FILNER DAVID 37.50 X 58867 0 3250 321557 0 3250 1 0 0 0 0 12055 628386 2904798 3545239 PERFORMANCE INCOME 711130 2090148 2090148 2090148 134 134 128127 160801 -32674 -32674 7974 2422 5552 5552 ADVERTISING INCOME 519100 54499 54499 MISCELLANEOUS INCOME 711130 17770 17770 72269 5680668 2113470 54499 -32540 533644 232251 155906 145487 3083537 2968677 112280 2580 105687 105687 362770 343053 14708 5009 360500 321508 25065 13927 41300 41300 122092 35294 86798 350835 326204 799 23832 78144 52959 22850 2335 31754 150 31604 180252 84198 96054 15791 15131 660 1211 1211 4395 4395 48632 48632 96053 71971 24082 GUEST ARTIST 447137 447137 CONCERT PRODUCTION COST 419732 419732 INSTRUMENT & MUSIC 61482 61482 EDUCATION 38035 38035 MISCELLANEOUS 35542 2492 32855 195 37485 30315 4495 2675 6456010 5556276 703694 196040 11590 66 1147331 809048 947070 746215 52267 33886 144280 147156 299387 222412 119741 76975 1946534 1948023 4368813 3761369 97979 139438 986458 1011067 250000 250000 2690 21660 1337127 1422165 X 134954 -633204 1583928 1656904 1312804 1315504 3031686 2339204 4368813 3761369 X -775342 82860 X X 0 1 1 X 0 X 4090811 4473816 4487542 2855879 3545239 19453287 4090811 4473816 4487542 2855879 3545239 19453287 2410526 17042761 90977 83770 1639 176 134 176696 78276 70256 63953 66808 72269 351562 19981545 9942651 0.85290 0.86130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1618518 2700 165319 39747 7281 1739509 1583049 11362 77502 45128 8267 1618518 1701401 7363 -110231 15484 1583049 0.75630 0.24370 1 0 299387 222412 76975 76975 FUNDS HELD IN TRUST 1765921 BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY UNITRUST 182102 1948023 LINE OF CREDIT 21660 21660 5680668 6456010 -775342 197850 -114990 82860 -692482 6246778 197850 365838 2422 566110 5680668 0 5680668 6824270 365838 2422 368260 6456010 0 6456010 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 XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,422. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,422. SIEMPRE MEXICO 70715 70715 9578 1305 54000 83290 LANG LANG GALA 35492 35492 7215 3279 3 21920 21920 500 1634 128127 128127 10078 10154 54000 86569 160801 -32674 MATSON MULTI-MEDIA INC MR. BERG OWNS MORE THAN 35% OF INTERESTED PERSON 100 PROVIDED VIDEO TECHNOLOGY FOR MEET THE MAESTRO CONCERT 0 ALAMO MUSIC CENTER MR. FLORES OWNS MORE THAN 35% OF INTERESTED PERSON 13512 PROVIDED REPAIR SERVICES AND MUSIC MENTORS SCHOLARSHIP PROGRAM EXPENSES 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 OR ORCHESTRAS TO DEVELOP COMPENSATION INFORMATION. THE SAN ANTONIO SYMPHONY PARTICIPATES IN THE ANNUAL SURVEY. WERLING ASSOCIATIONS, INC. CONDUCTS AN ANNUAL SAN ANTONIO NOT-FOR-PROFIT WAGE AND BENEFIT SURVEY. THE SAN ANTONIO SYMPHONY PARTICIPATES IN THE ANNUAL WERLING SALARY SURVEY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 197,850. PRIOR PERIOD ADJUSTMENTS: -114,990. TOTAL TO FORM 990, PART XI, LINE 5: 82,860. 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 2011. THE ORGANIZATION (GOVERNANCE COMMITTEE) IS IN THE PROCESS OF IMPLEMENTING AND ADOPTING THESE POLICIES FOR THE FISCAL YEAR-ENDED 2013.