HOUSTON SYMPHONY SOCIETY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON SYMPHONY SOCIETY (EIN 74-1157373)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-04-14
- IRS object ID
- 201111049349300411
- Schema version
- 2009v1.7
- 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 | 2011-04-14T08:51:20-07:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | 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 | 2009-06-01 | 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 | Michael D Pawson | Name |
| Title | CFO | Title |
| Date Signed | 2011-04-14 | DateSigned |
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 | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 23132929 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| 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 | 49 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 47 | NbrIndependentVotingMembers |
| Total Nbr Employees | 405 | TotalNbrEmployees |
| Total Nbr Volunteers | 350 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 12365304 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13411912 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8760232 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9032110 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 188052 | InvestmentIncomePriorYear |
| Investment Income Current Year | 135288 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 99908 | OtherRevenuePriorYear |
| Other Revenue Current Year | 47488 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21413496 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22626798 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15952719 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16424927 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 121293 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 6086 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1426851 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7476969 | OtherExpensePriorYear |
| Other Expenses Current Year | 7999355 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23550981 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24430368 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2137485 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1803570 | RevenuesLessExpensesCY |
| Total Assets BOY | 5289688 | TotalAssetsBOY |
| Total Assets EOY | 3663914 | TotalAssetsEOY |
| Total Liabilities BOY | 21408239 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20582229 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -16118551 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -16918315 | 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 | 20729410 | Expense |
| Revenue | 9032110 | Revenue |
| Description | 2009-2010 Concert Season ActivitiesClassical Season HighlightsThe highest grossing classical concert was The Planets - An HD Odyssey yielding $349,000 in single ticket sales and 5,632 tickets.In September 2009, Hans Graf and the Houston Symphony performed the North American premiere of Der Rosenkavalier - Film and Music, a unique concert experience of a screening of the 1925 silent film with Herr Richard Strauss's dazzling orchestral score. For decades, the film was thought to be lost, but it was found and painstakingly restored and paired with Strauss' composition from his popular opera on which the film was based.In October 2009, the Symphony performed Lunada in a free community concert at Miller Outdoor Theatre, produced by the Mexican Institute of Greater Houston. Also in October, the orchestra traveled to Nederland, Texas, near Beaumont for a sold out concert at the Nederland Performing Arts Center.In November 2009, the Hans Graf and the orchestra performed Gustav Mahler's Das Lied von der Erde (The Song of the Earth). This performance was selected as the second commercial recording for the NAXOS label, and it also fulfilled a commitment made by Hans Graf in 2003 to perform all of Mahler's orchestral song cycles. In January 2010, as part of the classical subscription series, the Houston Symphony performed the world-premiere of The Planets - An HD Odyssey. The Houston Symphony collaborated with NASA, the Jet Propulsion Laboratory (JPL), and award-winning producer/director, Duncan Copp, to craft a film of the latest, high-definition planetary images that accompanied a live performance of Gustav Holst's suite, The Planets. Also in January 2010, the orchestra welcomed guest pianist, Kirill Gerstein, to the stage at Jones Hall. Gerstein won the 2010 Gilmore Young Artist award - receiving the notification only a day before his performance in Houston. In May 2010, the Symphony welcomed Houston Grand Opera graduate, soprano Albina Shagimuratova, for Poulenc's Gloria. Shagimuratova, who made her Houston Symphony debut, awed audiences with her vocal delivery of the dramatic, dark and mysterious Poulenc melodies.To close the season, Graf and the orchestra performed two of history's most thrilling pieces, Rachmaninoff's 3rd Piano Concerto and Stravinsky's The Rite of Spring. Outstanding guest conductors who took the podium in 2009-2010 included Louis Langre, Leonidas Kavakos, Marin Alsop, Hannu Lintu, Edward Gardner (who made his Houston Symphony debut in 2009-2010), Yan Pascal Tortelier, Claus Peter Flor and Bernard Labadie. The season included performances by some of the music world's recognized stars, including the opening night performance with Pianist Emanuel Ax, Pianist Ingrid Fliter, Pianist Jeffrey Kahane, Pianist Kirill Gerstein, Pianist Radu Lupu, Pianist Simon Trpceski, Pianist Garrick Ohlsson, Violinist James Ehnes, Violinist Baiba Skride, Cellist Alban Gerhardt, Mezzo-Soprano Jane Henschel and Tenor Paul Groves.Houston Symphony musicians were soloists as well during the 2009-2010 season including Oboist Robert Atherholt, Bassoonist Rian Craypo, Violinist Eric Halen, and Cellist Brinton Averil Smith. The Houston Symphony Chorus partnered with the orchestra in such grand programs as Beethoven's Ninth Symphony, The Planets - An HD Odyssey, Mozart's Requiem, and Poulenc's Gloria. Pops Season HighlightsThe highest grossing POPS concert was Pink Martini yielding $112,200 in single ticket sales and 7,196 tickets.Innovative guest artists who joined the Houston Symphony at Jones Hall for POPS concerts included Rockapella, Brian Stokes Mitchell, Mary Wilson, Michael Cavanaugh, John Pizzarelli, Pink Martini and Cirque de la Symphonie.POPS "Symphony Specials" included concerts featuring Kenny Rogers, Garrison Keillor, Frankie Valli and the Beach Boys. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SummerSummer Specials known as "Summer in the City" included The Music of Star Trek, Gamer MusiCON, Blue Planet LIVE and The Music of ABBA which sold more than 12,200 tickets and grossing more than $323,000 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 60,000. The Symphony continued to integrate new features into the Summer Series by providing interactive concert experiences for audiences. Gamer MusiCON 2009 was a multi-media event combining the music of video games with rock concert lighting and video game footage. Blue Planet LIVE featured compiled video from the BBC/Discovery Channel series The Blue Planet, which documented the extraordinary world of sea life under our oceans. Assistant Conductor/American Conducting Fellow Brett Mitchell led the Houston Symphony orchestra and chorus in performing legendary film composer George Fenton's Emmy-winning music score, while video from the series was projected onto a large screen above the stage. Great Day Houston host, Deborah Duncan, narrated the scenes. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Family ConcertsEach year, the Symphony's outreach programming also features four family concerts, led by Associate Conductor Robert Franz and Assistant Conductor/American Conducting Fellow Brett Mitchell. The themes for the 2009-10 season, attended by 15,005 children and their families, were The Wizard of Oz, The Twelve Days of Christmas, Beauty and the Beast, and Carnival of the Animals. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 20729410 | 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 |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| 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 | false | 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 | false | 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 | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 78 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 405 | 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 |
| Nbr Voting Governing Body Members | 49 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 47 | 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 |
| 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 (57 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| William VerMeulen | ||||||||
| Principal Horn | 0. | X | 154688 | 0 | 21733 | |||
| Vicki West | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Ulyesse LeGrange | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Steven Mach | ||||||||
| VP Fin and Gov | 10.00 | 0 | 0 | 0 | X | X | ||
| Stephen Tipps | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Stephen Glenn | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Scott Cutler | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Rodney Margolis | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Rochelle Levit | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Robert Yekovich | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Robert Peiser | ||||||||
| VP Dvlpmnt/Mktg | 10.00 | 0 | 0 | 0 | X | X | ||
| Paul Morico | ||||||||
| General Counsel | 10.00 | 0 | 0 | 0 | X | X | ||
| Nancy Littlejohn | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Mike Stude | ||||||||
| Chair Emeritus | 10.00 | 0 | 0 | 0 | X | X | ||
| Mike McLanahan | ||||||||
| Lifetme Trustee | 2.00 | 0 | 0 | 0 | X | |||
| Michael Shannon | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Michael Pawson | ||||||||
| CFO | 40.00 | 151090 | 0 | 18662 | X | |||
| Michael McMurray | ||||||||
| Dbl Bass/Asst. Lib | 40.00 | X | 120216 | 0 | 18076 | |||
| Michael Clark | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Matthew Van Besien | ||||||||
| ED/CEO 6/1-12/1 | 40.00 | 195231 | 0 | 8856 | X | |||
| Mary Lynn Marks | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Mark Hughes | ||||||||
| Principal Trumpet | 20.00 | X | 123984 | 0 | 21751 | |||
| Mark C Hanson | ||||||||
| ED/CEO fr 4/10 | 40.00 | 0 | 0 | 0 | X | |||
| Margaret Waisman | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Lorraine Dell | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Leslie Davidson | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Kelli Cohen Fein | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| John Irvine | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| John Cater | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Jesse Tutor | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Jennifer Wittman | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Jay Marks | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Janice Barrow | ||||||||
| Lifetme Trustee | 2.00 | 0 | 0 | 0 | X | |||
| Janet Clark | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Helen Shaffer | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Hans C Graf | ||||||||
| Music Director | 20.00 | 376041 | 0 | 13289 | X | |||
| Gloria Pryzant | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Gene McDavid | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Gene Dewhurst | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Gary Hollingsworth | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Fredric Weber | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Fran Fawcett Peterson | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Eric Halen | ||||||||
| Acting Cnctmaster | 20.00 | X | 164925 | 0 | 23384 | |||
| Ed Wulfe | ||||||||
| Chairman | 10.00 | 0 | 0 | 0 | X | X | ||
| David Wuthrich | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| David Steakley | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Daniel Dror | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Cora Sue Mach | ||||||||
| VP Education | 10.00 | 0 | 0 | 0 | X | X | ||
| Brodrick Hill | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Brinton Smith | ||||||||
| Principal Cello | 20.00 | X | 154046 | 0 | 21775 | |||
| Brett Busby | ||||||||
| VP Artstc & Orc | 10.00 | 0 | 0 | 0 | X | X | ||
| Bobby Tudor | ||||||||
| President | 10.00 | 0 | 0 | 0 | X | X | ||
| Betty Tutor | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Beth Madison | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Barbara McCelvey | ||||||||
| VP Dev and Vol | 10.00 | 0 | 0 | 0 | X | X | ||
| Arthur Newman | ||||||||
| Governing Dir | 2.00 | 0 | 0 | 0 | X | |||
| Allen Gelwick | ||||||||
| VP Popular Prog | 10.00 | 0 | 0 | 0 | X | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1440221 | TotalReportableCompFromOrg |
| Total Other Compensation | 147526 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | 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 | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|
| SD & A Teleservices | |||||||||
| 5757 W Centruy Blvd 300 | Los Angeles | CA | 90045 | Telemarketing | 407496 | ||||
| IMG Artists LLC | |||||||||
| 152 W 57th St | New York | NY | 10019 | Artist management | 213900 | ||||
| Duncan CoppLTD | |||||||||
| Composer | 189369 | 26 Collins St Blackheath | London | UK | SE3OUG | ||||
| Classic Printers & Digital Services | |||||||||
| PO Box 40572 | Houston | TX | 77240 | Printing | 235056 | ||||
| 5 Star Event Services | |||||||||
| 1801 Milby | Houston | TX | 77003 | Ushers | 203344 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 1142447 | FundraisingEvents |
| Related Organizations | 4103228 | RelatedOrganizations |
| Government Grants | 749665 | GovernmentGrants |
| All Other Contributions | 7416572 | AllOtherContributions |
| Noncash Contributions | 187399 | NoncashContributions |
| Total Contributions | 13411912 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Other concerts | 711130 | 2962568 | 2962568 |
| Classical and pops series | 711130 | 6069542 | 6069542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9032110 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 134121 | TotalRevenueColumn |
| Exclusion | $134,121 | 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 | 106111 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 104944 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1167 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1167 | TotalRevenueColumn |
| Exclusion | $1,167 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 448675 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1142447 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 401187 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47488 | TotalRevenueColumn |
| Exclusion | $47,488 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22626798 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9032110 | RelatedOrExemptFunctionIncome |
| Exclusion | $182,776 | 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 | 815399 | Total |
| Program Services | 441306 | ProgramServices |
| Management And General | 244962 | ManagementAndGeneral |
| Fundraising | 129131 | Fundraising |
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 | 11340842 | Total |
| Program Services | 10202947 | ProgramServices |
| Management And General | 525997 | ManagementAndGeneral |
| Fundraising | 611898 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1728715 | Total |
| Program Services | 1536990 | ProgramServices |
| Management And General | 118302 | ManagementAndGeneral |
| Fundraising | 73423 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1742932 | Total |
| Program Services | 1450788 | ProgramServices |
| Management And General | 179164 | ManagementAndGeneral |
| Fundraising | 112980 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 797039 | Total |
| Program Services | 691470 | ProgramServices |
| Management And General | 65140 | ManagementAndGeneral |
| Fundraising | 40429 | 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 | 15693 | Total |
| Management And General | 15693 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88288 | Total |
| Management And General | 88288 | 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 | 6086 | Total |
| Fundraising | 6086 | 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 | 504552 | Total |
| Program Services | 322852 | ProgramServices |
| Management And General | 134027 | ManagementAndGeneral |
| Fundraising | 47673 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 862254 | Total |
| Program Services | 861483 | ProgramServices |
| Management And General | 200 | ManagementAndGeneral |
| Fundraising | 571 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 427587 | Total |
| Program Services | 97917 | ProgramServices |
| Management And General | 190482 | ManagementAndGeneral |
| Fundraising | 139188 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252484 | Total |
| Program Services | 73290 | ProgramServices |
| Management And General | 163593 | ManagementAndGeneral |
| Fundraising | 15601 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114224 | Total |
| Program Services | 26738 | ProgramServices |
| Management And General | 83228 | ManagementAndGeneral |
| Fundraising | 4258 | 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 | 7449 | Total |
| Program Services | 385 | ProgramServices |
| Management And General | 5032 | ManagementAndGeneral |
| Fundraising | 2032 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188220 | Total |
| Management And General | 188220 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195175 | Total |
| Program Services | 65026 | ProgramServices |
| Management And General | 130149 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106478 | Total |
| Program Services | 8763 | ProgramServices |
| Management And General | 97715 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Printing, postage and tickets | 814857 | 814857 | ||
| Other expenses | 919369 | 832862 | 43915 | 42592 |
| Events expense | 200989 | 200989 | ||
| Conductors and guest artists | 2021138 | 2021138 | ||
| Concert productions | 1280598 | 1280598 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24430368 | Total |
| Program Services | 20729410 | ProgramServices |
| Management And General | 2274107 | ManagementAndGeneral |
| Fundraising | 1426851 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105445 | BOY |
| EOY | 183771 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3370762 | BOY |
| EOY | 1970293 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263458 | BOY |
| EOY | 318822 | 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 | 953151 | BOY |
| EOY | 633002 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2280495 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1730384 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 596621 | BOY |
| EOY | 550111 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 7915 | 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 | 5289688 | BOY |
| EOY | 3663914 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1550637 | BOY |
| EOY | 1862761 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3806667 | BOY |
| EOY | 3816408 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6171448 | BOY |
| EOY | 4606448 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9879487 | BOY |
| EOY | 10296612 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21408239 | BOY |
| EOY | 20582229 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -18581737 | BOY |
| EOY | -18239680 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2463186 | BOY |
| EOY | 1321365 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -16118551 | BOY |
| EOY | -16918315 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5289688 | BOY |
| EOY | 3663914 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 12409976 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24672790 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13896440 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12365304 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13411912 | CurrentTaxYear |
| Total | 76756422 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7203617 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7888566 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8725204 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8760232 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9032110 | CurrentTaxYear |
| Total | 41609729 | 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 | 19613593 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32561356 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22621644 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21125536 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22444022 | CurrentTaxYear |
| Total | 118366151 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5374090 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2134470 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3665018 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1456511 | CurrentTaxYearMinus1Year |
| Current Tax Year | 672178 | CurrentTaxYear |
| Total | 13302267 | 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 | 5374090 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2134470 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3665018 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1456511 | CurrentTaxYearMinus1Year |
| Current Tax Year | 672178 | CurrentTaxYear |
| Total | 13302267 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 105063884 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1284447 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1175198 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 186708 | CurrentTaxYearMinus1Year |
| Current Tax Year | 134121 | CurrentTaxYear |
| Total | 2780474 | 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 | 1284447 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1175198 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 186708 | CurrentTaxYearMinus1Year |
| Current Tax Year | 134121 | CurrentTaxYear |
| Total | 2780474 | 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) |
|---|---|---|
| Total | 121146625 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.86720 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.84520 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02300 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03070 | 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 | 60140787 | BeginningOfYearBalance |
| Contributions | 193551 | Contributions |
| Investment Earnings Or Losses | 7962392 | InvestmentEarningsOrLosses |
| Other Expenditures | 4103228 | OtherExpenditures |
| End Of Year Balance | 64193502 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 77349150 | BeginningOfYearBalance |
| Contributions | 259686 | Contributions |
| Investment Earnings Or Losses | -13103706 | InvestmentEarningsOrLosses |
| Other Expenditures | 4364343 | OtherExpenditures |
| End Of Year Balance | 60140787 | 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 | false | 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 | 191166 | Depreciation |
| Book Value | 28078 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2044336 | OtherCostOrOtherBasis |
| Depreciation | 1539218 | Depreciation |
| Book Value | 505118 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 550111 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Interest rate swap | $4,911 |
| Due to affiliated organization | $2,371,010 |
| Accrued pension liability | $7,920,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10296612 | TotalOfAmounts |
| Total Revenue | 22626798 | TotalRevenue |
| Total Expenses | 24430368 | TotalExpenses |
| Excess Or Deficit For Year | -1803570 | ExcessOrDeficitForYear |
| Other | $5,056,521 | OtherAmount |
| Total Adjustments | 5056521 | TotalAdjustments |
| Excess Or Deficit Per FS | 3252951 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 26738675 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 59162 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 8155943 | OtherRevenues |
| Revenue Not Rptd F990 | 8215105 | RevenueNotRptdF990 |
| Revenue Subtotal | 18523570 | RevenueSubtotal |
| Other Revenues Not Included | 4103228 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4103228 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22626798 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24489530 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 59162 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 59162 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24430368 | ExpensesSubtotal |
| Total Expenses Per Form990 | 24430368 | 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 $4103228 |
| 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 $8155943 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Change in value of pension liability under FASB 87 $945719 Change in value of interest rate swap agreement $58087 Revenue of affiliate $8155943 Endowment funds transfered to affiliate $ -4103228 |
| 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) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Ball | NameOfEvent1 |
| Gross Receipts Event1 | 897898 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 655783 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 242115 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 126759 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 61158 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Opening Night | NameOfEvent2 |
| Gross Receipts Event2 | 334192 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 184042 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 150150 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 69632 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 27982 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 359032 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 302622 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 56410 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 74031 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 41625 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1591122 | GrossReceiptsTotal |
| Charitable Contributions Total | 1142447 | CharitableContributionsTotal |
| Gross Revenue Total Events | 448675 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 270422 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 130765 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 401187 | DirectExpenseSummaryEvents |
| Net Income Summary | 47488 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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 | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|
| William VerMeulen | ||||
| 154688 | 4721 | 17012 | 176421 | |
| Michael Pawson | ||||
| 151090 | 18662 | 169752 | ||
| Matthew Van Besien | ||||
| 195231 | 8856 | 204087 | ||
| Hans C Graf | ||||
| 95126 | 13289 | 389330 | 280915 | |
| Eric Halen | ||||
| 164925 | 4722 | 18662 | 188309 | |
| Brinton Smith | ||||
| 154046 | 4721 | 17054 | 175821 | |
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 | 93338 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 93338 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 187399 | 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 | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 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 are available on our website. Governing documents and the Form 990 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 Executive Director/CEO's compensation package. 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. 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 | Joan Kaplan, Trustee and Judy Margolis, Trustee have a personal relationship.Judy Margolis, Trustee and Rodney Margolis, Governing Director and Trustee have a personal relationship.Joan Kaplan, Trustee and Rodney Margolis, Governing Director and Trustee have a personal relationship.Betty Tutor, Governing Director and Trustee and Jesse Tutor, Governing Director and Trustee have a personal relationship.Cora Sue Mach, VP Education, Exec. Committee, Governing Director and Trustee and Steven P. Mach, VP, Finance, Exec. Committee, Governing Director and Trustee have a personal relationship.Janice Barrow, Life Trustee and Barbara McCelvey, VP, Develop. and Volunteers, Exec. Committee, Gov. Director and Trustee have a personal relationship.Carolyn Mann, Trustee and Paul Mann, Trustee have a personal relationship. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: Serving HoustonTo 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. |
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 NA | N/A | DirectControllingEntityNA |
| 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 | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Houston Symphony Endowment | |
| p | 249795 |
| Houston Symphony Endowment | |
| c | 3853433 |
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