2011-07-14T15:22:34-05:00 2010-08-31 PADGETT STRATEMANN & CO LLP 100 NE LOOP 410 SUITE 1100 SAN ANTONIO TX 78216 990 2009-09-01 741185669 SYMPHONY SOCIETY OF SAN ANTONIO SYMP 2105541000 130 EAST TRAVIS ST No 550 SAN ANTONIO TX 78205 RICHARD ROCHE 2105541000 2011-07-14 1 JOSIE BEHREND 2108286281 2009 2016-02-24 21:20:13Z jack fishman 130 EAST TRAVIS ST No 550 SAN ANTONIO TX 78205 4828313 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. 24 24 235 400 51105 -4144 4487542 2855879 1870414 1897043 1061 176 73928 71263 6432945 4824361 0 0 4102534 3634164 0 205379 2026150 1669620 6128684 5303784 304261 -479423 4615650 4368813 1250474 1337127 3365176 3031686 TO INSPIRE, EDUCATE, AND ENTERTAIN THE PEOPLE OF, AND VISITORS TO, SAN ANTONIO AND SOUTH TEXAS THROUGH THE PERFORMANCE OF LIVE ORCHESTRAL MUSIC. 0 0 4432407 1968306 PROGRAM SERVICE ACCOMPLISHMENTS:Subscription series and other Classics concerts:-28 Classical & 12 Pops concerts.-Repeat of select Classics concerts in high schools around San Antonio.Free community concerts:-Salute to Service - Veterans Day Concert.-Free neighborhood concerts and community engagement events in all the city districts throughout the season.-Side-by-Side concert with the Youth Orchestra of San Antonio.-Young Composers Competition-Future Stars Concerto Competition-Paint to Music competition.Special Concerts:-The Nutcracker in collaboration with Arts San Antonio.-Summer Sunday afternoon radio broadcasts of 10 Classics concerts on Texas Public Radio, reaching 18,000 listeners.-Traveled to cities surrounding San Antonio including Kerrville and Beeville.Music Matters! is our scholarship fund that provides transportation and tickets to Title 1 and low-income schools to attend our many educational concerts and world-class performances. Community Engagement ranges from in-classroom performances to educational workshops at local schools and nonprofit organizations. AT&T Music Scholars program brings musicians into Edgewood Academy, Lanier and Highlands High Schools music departments to mentor students with private and group instruction. Symphony musicians and high school music students come together for end-of-term collaborative performances that are open for the whole community.Beyond Traditional Concerts: -150 Community Engagement Performances/Activities including master classes, mentoring, Instrument Petting Zoo, and Mascot Appearances.The Symphony in the Community: - Orchestras Feeding America food drive collecting 33,000 pounds of food for the San Antonio Food Bank.- Diaper drive collecting 7,500 diapers (250 packages) for The Children's Shelter.- Toy drive for the San Antonio Police Department's Blue Santa program, collecting 700 toys.- Book drive for San Antonio Public Library.- Donation of complimentary tickets for non-profit organizations 4432407 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 58 0 235 1 1 1 0 0 0 0 0 0 0 0 24 24 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 Flores Jr Alfredo 2.00 X 0 0 0 Green David 2.00 X X 0 0 0 Hall Art 2.00 X 0 0 0 Montford Debbie 2.00 X 0 0 0 Hillman Maureen 2.00 X X 0 0 0 Kauss George 2.00 X 0 0 0 Kennedy Kathleen 2.00 X 0 0 0 Key Stephanie 2.00 X 0 0 0 Korte Bob 2.00 X 0 0 0 Lowe Jim 2.00 X 0 0 0 Freudigman Ken 2.00 X 0 0 0 Moore Deborah 2.00 X 0 0 0 Cain Randy 2.00 X 0 0 0 Ozer Michael Dr 2.00 X X 0 0 0 Seidel Stephen 2.00 X 0 0 0 White Dela 2.00 X 0 0 0 Swartzman Sheila 8.00 X 0 0 0 Vazquez Mario 2.00 X 0 0 0 Verette Mary Jane 2.00 X 0 0 0 Ware Denny 2.00 X X 0 0 0 Fishman Jack 37.50 X 103835 0 4203 ROCHE RICHARD 37.50 X 60865 0 3099 SALAZAR PAUL 37.50 X 43706 0 4126 WALTHOUR LAUREN 37.50 X 93940 0 4079 FILNER DAVID 37.50 X 66348 0 4125 OWINGS STEVE 37.50 X 0 0 0 368694 0 19632 1 0 0 0 0 10222 690250 2155407 2855879 PERFORMANCE INCOME 711130 1897043 1897043 1897043 176 176 8407 3952 4455 4455 ADVERTISING INCOME 519100 51105 51105 MISCELLANEOUS INCOME 711130 15703 15703 66808 4824361 1917201 51105 176 395304 84042 153727 157535 2643882 2520537 123345 296567 282334 12397 1836 298411 262668 22826 12917 39850 39850 62360 9927 52433 257421 222694 20703 14024 26746 619 22467 3660 28435 28435 159283 79261 80022 23839 14355 9484 5965 1708 4172 85 270 270 48682 48682 86228 57250 28978 GUEST ARTIST 418137 418137 CONCERT PRODUCTION COST 315252 315252 INSTRUMENT & MUSIC 50465 50465 CREDIT CARD FEES 45447 45027 420 EDUCATION 31361 31361 69879 36770 17787 15322 5303784 4432407 665998 205379 1438 11590 1483743 1147331 872414 947070 2652 52267 139938 144280 293522 173781 158164 119741 1957301 1946534 4615650 4368813 127275 97979 866089 986458 250000 250000 7110 2690 1250474 1337127 X 157893 134954 1905841 1583928 1301442 1312804 3365176 3031686 4615650 4368813 X 0 1 1 X 0 X 3875877 4090811 4473816 4487542 2855879 19783925 3875877 4090811 4473816 4487542 2855879 19783925 2323338 17460587 3851 90977 83770 1639 176 180413 28529 78276 70256 63953 66808 307822 20272160 9999677 0.86130 0.83300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1583049 11362 77502 45128 8267 1618518 1701401 7363 -110231 15484 1583049 1.00000 1 0 293522 173781 119741 119741 FUNDS HELD IN TRUST 1618518 MAJESTRIC DEVELOPMENT DEPOSIT 4935 BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY UNITRUST 323081 1946534 CAPITALIZED LEASE OBLIGATION 2690 2690 4824361 5303784 -479423 132010 13923 145933 -333490 5144715 132010 184392 3952 320354 4824361 0 4824361 5492128 184392 3952 188344 5303784 0 5303784 Part V, Line 4: Description of Intended Use of Endowment Funds: 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 X: Description of Uncertain Tax Positions Under FIN 48: THE SYMPHONY ELECTED THE DEFFERAL RELATING TO ACCOUNTING FOR THE UNCERTAINTY IN INCOME TAXES AND HAS ADOPTED THE NEW PROVISIONS AS OF SEPTEMBER 1, 2009. THE ADOPTION OF THE NEW PROVISIONS FOR ACCOUNTING FOR THE UNCERTAINTY IN INCOME TAXES DID NOT HAVE A MATERIAL IMPACT ON THE SYMPHONY'S STATEMENT OF FINANCIAL POSITION OR STATEMENTS ACTIVITIES AND CHANGES IN NET ASSETS. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD : 3952. Part XIII, Line 2d - Other Adjustments: COST OF GOODS SOLD : 3952. JIM BERG BOARD MEMBER 1450 MR. BERG OWNS MORE THAN 35% OF MATSON MULTI-MEDIA, INC. WHICH PROVIDES MARKETING SERVICES FOR THE ORGANIZATION. 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 conducts an annual salary survey of orchestras to develop compensation information. The San Antonio Symphony participates in the annual salary survey. Also, Werling Associates,Inc conducts an annual San Antonio Not-for-profit Wage and Benefit Survey. The San Antonio Symphony participates in the annual Werling salary survey. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE AND FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. 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 2010. THE ORGANIZATION (GOVERNANCE COMMITTEE) IS IN THE PROCESS OF IMPLEMENTING AND ADOPTING THESE POLICIES FOR THE FISCAL YEAR-ENDED 2011.