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NASHVILLE SYMPHONY ASSOCIATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NASHVILLE SYMPHONY ASSOCIATION (EIN 62-0550979)
Tax period
2022-08-01 to 2023-07-31
Filed
2024-05-29
IRS object ID
202441509349301854
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-29T20:00:48+00:00ReturnTs
Tax Period End2023-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19600 Brownsboro Road Suite 400AddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP402413902ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN620550979EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Nashville Symphony AssociationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNASHBusinessNameControlTxt
Phone6156876515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Symphony PlaceAddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAlan ValentinePersonNm
Person TitlePresident & CEOPersonTitleTxt
Phone6156876515PhoneNum
Signature2024-05-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAlanPersonFirstNm
Person LastValentinePersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRachel SpurlockPreparerPersonNm
PTINP00520729PTIN
Phone5023263996PhoneNum
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1The Nashville SymphonyBusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Alan D ValentineBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Symphony PlaceAddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$32,123,195GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addressnashvillesymphony.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1946FormationYr
Legal Domicile StateTNLegalDomicileStateCd
Activity Or MissionThe Nashville Symphony inspires and engages a diverse and growing community with extraordinary live orchestral music experiences.ActivityOrMissionDesc
Voting Members Governing Body57VotingMembersGoverningBodyCnt
Voting Members Independent49VotingMembersIndependentCnt
Total Employee509TotalEmployeeCnt
Total Volunteers200TotalVolunteersCnt
Total Gross UBI-$595,460TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$18,577,502PYContributionsGrantsAmt
CY Contributions Grants$11,326,273CYContributionsGrantsAmt
PY Program Service Revenue$7,409,676PYProgramServiceRevenueAmt
CY Program Service Revenue$8,802,712CYProgramServiceRevenueAmt
PY Investment Income$736,953PYInvestmentIncomeAmt
CY Investment Income$660,958CYInvestmentIncomeAmt
PY Other Revenue$3,206,132PYOtherRevenueAmt
CY Other Revenue$1,212,991CYOtherRevenueAmt
PY Total Revenue$29,930,263PYTotalRevenueAmt
CY Total Revenue$22,002,934CYTotalRevenueAmt
PY Grants And Similar Paid$48,130PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$34,675CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,600,069PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$15,460,159CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$213,400PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$249,840CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,102,143CYTotalFundraisingExpenseAmt
PY Other Expenses$12,807,527PYOtherExpensesAmt
CY Other Expenses$13,395,996CYOtherExpensesAmt
PY Total Expenses$25,669,126PYTotalExpensesAmt
CY Total Expenses$29,140,670CYTotalExpensesAmt
PY Revenues Less Expenses$4,261,137PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$7,137,736CYRevenuesLessExpensesAmt
Total Assets BOY$95,225,876TotalAssetsBOYAmt
Total Assets EOY$89,181,075TotalAssetsEOYAmt
Total Liabilities BOY$26,219,853TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,874,854TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$69,006,023NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$62,306,221NetAssetsOrFundBalancesEOYAmt
MissionThe Nashville Symphony inspires, entertains, educates and serves through musical performance, innovation, collaboration, and inclusion. Vision: As Middle Tennessee continues to grow and transform, the Nashville Symphony will be a financially robust, world-class orchestra fully supported and embraced by the community it serves. Key to achieving this vision, the Nashville Symphony will: * Become the leading orchestra for the performance, recording and commissioning of contemporary American Music. * Transform into an equitable and inclusive institution that is representative of the diverse community it serves. * Deliver visionary artistic and educational programming that excites the public, drives institutional growth and contributes to the growth of the art form.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$22,146,389ExpenseAmt
Grant$0GrantAmt
Revenue$11,136,452RevenueAmt
DescArtistic Programming : Led by Music Director Giancarlo Guerrero, the Nashville Symphony inspires and engages a diverse and growing community with extraordinary live orchestral music performances. The orchestra consists of 83 full-time musicians, who perform more than 160 concerts annually. The orchestra's flagship Classical Series consists of 14 concert weekends exploring the full breadth of classical repertoire. The 2022/23 season kicked off with the world premiere of Trailblazing Women. As part of a five-orchestra consortium, the Nashville Symphony co-commissioned Pulitzer Prize-winning composer Julia Wolfe's Her Story, in honor of the centennial celebration of women's voting rights. Featuring vocalists of the Lorelei Ensemble accompanied by the orchestra, Wolfe's Her Story addressed the adversities and successes of the women at the center of the suffrage movement. Other Classical highlights included: Mahler's Symphony No. 2 in C Minor, Resurrection, Holst's The Planets, Mozart's Requiem, and Saint-Saens: Organ Symphony. Composers featured as part of the Classical Series included Lera Auerbach, Hannibal Lokumbe, Brian Raphael Nabors, Florence Price, and Joan Tower, among others. Classical artists included Augustin Hadelich, violin, Johannes Moser, cello, Anne Akiko Myers, violin. In the 2022/23, the Nashville Symphony continued to build on its reputation as one of the most prolific recording orchestras in the United States with four works by four leading American composers, each performed live and recorded for future release on Naxos, a leading classical music label: Julia Wolfe's Her Story, featuring the Lorelei Ensemble; Gabriela Lena Frank's Conquest Requiem; Christopher Rouse's Organ Concerto, featuring organist Paul Jacobs; Wayne Oquin's Resilience, also with Paul Jacobs. In April 2023, the Nashville Symphony presented an epic, fully staged operatic production by composer Hannibal Lokumbe titled The Jonah People: A Legacy of Struggle and Triumph. This powerful production featured the Nashville Symphony; ten vocal soloists including a gospel singer and a Mississippi Delta Blues singer; more than 30 actors and dancers; a 100+ person chorus made up of members of Middle Tennessee Historically Black institutions plus the Nashville Symphony Chorus; an African drummer and instrumentalists; and a Jazz quintet, with the composer himself on trumpet. The Schermerhorn was transformed with a massive stage set and animation, elaborate costumes, dramatic lighting and other theatrical elements, and a related art installation in the public spaces of the building. In The Jonah People, Lokumbe called upon his own family's ancestry and the parable of Jonah and the Whale, finding commonality with those who endured the Middle Passage from Africa to slavery in America. Bridging the worlds of jazz and classical music, the work took us on that difficult journey, culminating in a celebration of those who persevered and against all odds, maintained hope and resilience to become artistic, intellectual, scientific, literary, and spiritual visionaries who contributions have forever changed our world. In addition to its classical programming, the Nashville Symphony offers a wide variety of concerts for the Middle Tennessee community, including pops, jazz, family events and movies with a live orchestra. Of special note, the Nashville Symphony Pops series featured such artists as The Beach Boys, Gladys Knight, and Vanessa Williams.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,925,773ExpenseAmt
Grant$34,675GrantAmt
Revenue$25,350RevenueAmt
DescEducation & Community Engagement Programs: The Nashville Symphony proudly serves thousands of children and families each year from the 41-county Middle Tennessee region, both at Schermerhorn Symphony Center and in local schools and community gathering spaces across the region. The Symphony works to offer integrated support across a number of programs for children with autism and/or other sensory sensitivities, including flexible and accessible seating, closed captioning, quiet spaces, trained staff, and additional resources. Education and community programming highlights include: Young People's Concerts are live orchestra performances at Schermerhorn Symphony Center, with age-appropriate programming and accompanying curriculum and lesson plans for teachers tied to statewide learning outcomes. In the 2022/23 season, these concerts reached more than 6,392 students over 8 concerts. Program highlights included Paul Dooley's "The Conductor's Spellbook," exploring the instrument families of the orchestra and showcasing the magic when the full ensemble performs together, and "Jazz Transformations," featuring Jazz trumpeter and composer, Hannibal Lokumbe with the Nashville Symphony performing Duke Ellington's Nutcracker Suite and Tchaikovsky's Nutcracker Suite. This program explored elements of Jazz and how they are similar to classical composition techniques. Teachers received downloadable curriculum with lesson plans and music. The Accelerando Program prepares gifted young students of diverse ethnic backgrounds in grades 5-12 to pursue professional careers in orchestral music. Students receive performance opportunities, mentorship, and educational resources that are unique to a major American orchestra. Twenty-two students participated in the 2022/23 season. The five graduating students from spring 2023 received a combined $572,204 in college scholarships to attend Vanderbilt, University of Louisville, Yale, Eastman School of Music, and Montclair State University, where they will continue their musical studies in orchestral performance. Ensembles in the Schools serve local schools with multiple visits from Nashville Symphony ensembles, along with lesson plans and other resources to enrich classroom learning. This program reached 849 students over sixteen performances. Masterclasses, sectionals, and lessons provide resources, instruction, and performance coaching for small groups of students around Middle Tennessee reaching 594 students over sixty-one sessions. MNPS String Residencies supported Metro Nashville Public Schools classrooms, in both sectional and side-by-side rehearsal settings during after-school visits - addressing a need for earlier and more robust strings education in our city. Open Dress Rehearsals offer a look at what goes on behind the scenes at our Classical Series concerts before the first public performance. This outreach engaged 450 students and sixty-four adults through rehearsals with the Nashville Symphony and guest artists at the Schermerhorn Symphony Center. STEAM Expeditions (Science, Technology, Engineering, Arts and Math) combined arts and science through interactive, educational presentations to demonstrate the physics of acoustic and electronic instruments. This program benefited five hundred students. The Nashville Symphony's Community Concerts series brings the orchestra's music to neighborhoods across the region during the summer months, reaching 12,000+ community members via free outdoor concerts. String Residency Program: In its inaugural year, the Nashville Symphony's String Residency Program partnered with elementary, middle, and high school students in five schools to supplement and expand string instruction and help grow string-instrument education in Metro Nashville Public Schools. Small groups of symphony musicians chose a partner school and built relationships with students throughout the school year, mentoring them and sitting side-by-side in rehearsals and concerts. 838 students and 12 Nashville Symphony musicians participated in the pilot program. Chamber Music: The Nashville Symphony offered six musician-curated, free chamber music performances at Schermerhorn Symphony Center in 2022/23. The total audience for these concerts was 592 people.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$24,072,162TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document205IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee509EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members57GoverningBodyVotingMembersCnt
Independent Voting Member49IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Karen WarrenBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6156876516PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Symphony PlaceAddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37201ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Alan D Valentine
PRESIDENT & CEO40.0Yes (X)Yes (X)$346,038$0$37,917
Dr Mark D Peacock
Immediate Past Chair1.0Yes (X)Yes (X)$0$0$0
Mary Cavarra
Board Chair - Elect1.0Yes (X)Yes (X)$0$0$0
Orrin Henry Ingram III
Secretary1.0Yes (X)Yes (X)$0$0$0
Pamela L Carter
Board Chair1.0Yes (X)Yes (X)$0$0$0
Teresa Mosley Sebastian
Treasurer1.0Yes (X)Yes (X)$0$0$0
Andrew Hard
Director1.0Yes (X)$0$0$0
Anne Neff MD
Director1.0Yes (X)$0$0$0
Anthony Giarratana
Director1.0Yes (X)$0$0$0
Anthony Parce
Director/Musician (See Schedule O)40.0Yes (X)$75,313$0$13,227
Ben Folds
Director1.0Yes (X)$0$0$0
Betsy Wills
Director1.0Yes (X)$0$0$0
Carolyn S Wenzel
Director1.0Yes (X)$0$0$0
Cynthia Clark Matthews
Director1.0Yes (X)$0$0$0
Dr E Kelly Sanford
Director1.0Yes (X)$0$0$0
Dr Janice Riley-Burt
Director1.0Yes (X)$0$0$0
Dr Kenneth Sands
Director1.0Yes (X)$0$0$0
Dr Lorenzo F Candelaria
Director1.0Yes (X)$0$0$0
Emily Humphreys
Director1.0Yes (X)$0$0$0
Eric Cook
Director1.0Yes (X)$0$0$0
Fredrik Antoine Savage
Director1.0Yes (X)$0$0$0
Gail Carr Williams
Director1.0Yes (X)$0$0$0
George R Lee III
Director1.0Yes (X)$0$0$0
Gerald Greer
Director/Musician (See Schedule O)40.0Yes (X)$83,750$0$17,071
Grace Awh
Director1.0Yes (X)$0$0$0
Henry Ingram
Director1.0Yes (X)$0$0$0
James Todd
Director1.0Yes (X)$0$0$0
Jeanie Rittenberry
Director1.0Yes (X)$0$0$0
Jeremie Papin
Director1.0Yes (X)$0$0$0
Joel Reist
Director/Musician (See Schedule O)40.0Yes (X)$75,006$0$17,212
Johna Smith
Director/Musician (See Schedule O)40.0Yes (X)$70,234$0$13,211
Karl Sprules
Director1.0Yes (X)$0$0$0
Kevin Crumbo
Director1.0Yes (X)$0$0$0
Laura Covington Kimbrell
Director1.0Yes (X)$0$0$0
Laura Ross
Director/Musician (See Schedule O)40.0Yes (X)$64,672$0$13,421
Manuel Delgado
Director1.0Yes (X)$0$0$0
Mark Lopez
Director1.0Yes (X)$0$0$0
Mark Tillinger
Director1.0Yes (X)$0$0$0
Martha R Ingram
Director1.0Yes (X)$0$0$0
Michael Sposato
Director1.0Yes (X)$0$0$0
Michael W Hayes
Director1.0Yes (X)$0$0$0
Nick Deidliker
Director1.0Yes (X)$0$0$0
Peri Widener
Director1.0Yes (X)$0$0$0
Phylanice Nashe JD
Director1.0Yes (X)$0$0$0
Rhonda Mulroy
Director1.0Yes (X)$0$0$0
Richard L Miller
Director1.0Yes (X)$0$0$0
Rodney Essig
Director1.0Yes (X)$0$0$0
Sandra Lipman
Director1.0Yes (X)$0$0$0
Shirley Zeitlin
Director1.0Yes (X)$0$0$0
Starling Davis Clark
Director1.0Yes (X)$0$0$0
Travis Vincent Dunn
Director1.0Yes (X)$0$0$0
Vanessa Jackson
Director/Chorus President1.0Yes (X)$0$0$0
Victoria Laughlin McCluggage
Director1.0Yes (X)$0$0$0
Victoria Pao
Director1.0Yes (X)$0$0$0
W Brantley Phillips Jr
Director1.0Yes (X)$0$0$0
William Jarrell Jones Jr
Director1.0Yes (X)$0$0$0
Winston Justice
Director1.0Yes (X)$0$0$0
Jonathan Norris
CDO40.0Yes (X)$165,690$0$9,294
Marye Walker Lewis
CFO40.0Yes (X)$162,826$0$9,825
Tonya Robles
COO (Hired 9/1/2022)40.0Yes (X)$87,412$0$0
Giancarlo Guerrero
Conductor/Music Director40.0$552,949$0$44,809Yes (X)
Enrico Lopez-Yanez
PRINCIPAL POPS CONDUCTOR40.0$124,605$0$9,621Yes (X)
Eric Swartz
VP OF VENUE MANAGEMENT40.0$108,019$0$10,372Yes (X)
Erik Gratton
Musician40.0$108,094$0$13,195Yes (X)
Karen Warren
Controller40.0$102,274$0$10,723Yes (X)
Katherine Sejba
VP OF MARKETING (Until September 2022)40.0$141,363$0$3,809Yes (X)
Jonathan Marx
COO (UNTIL JULY 2022)40.0$105,847$0$8,759Yes (X)
Jun Iwasaki
Concertmaster (Resigned July 2022)40.0$120,453$0$9,342Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,494,545TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$241,808TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K13IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtAddress Line2ContractorAddress/USAddress/AddressLine2TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ProImage Facility Services LLC
761 Old Hickory BlvdSte 102BrentwoodTN37027janitorial/housekeeping service$425,418
COMMUNITY COUNSELING SERVICE
PO BOX 824885PHILADELPHIAPA191824885CAMPAIGN CONSULTING$338,399
BENNETT DIRECT
PO BOX 0015MILWAUKEEWI532010015PROFESSIONAL TELEFUNDING$230,830
DISNEY CONCERTS
PO BOX 101622PASADENACA911891622Licensing Rights$166,801
IMG ARTISTS LLC
7 WEST 54TH STREETNEW YORKNY10019ARTIST AGENCY$140,750
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K10CntrctRcvdGreaterThan100KCnt
Membership Dues$8,700MembershipDuesAmt
Fundraising$1,590,129FundraisingAmt
Government Grants$1,238,493GovernmentGrantsAmt
All Other Contributions$8,488,951AllOtherContributionsAmt
Total Contributions$11,326,273TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Ticket Sales711190$8,434,685$8,434,685
Orchestra fees711190$368,027$368,027

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$8,802,712TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$569,660TotalRevenueColumnAmt
Exclusion$569,660ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,047,511RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,848,416RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$800,905RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$800,905TotalRevenueColumnAmt
Unrelated Business Revenue-$800,905UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,493,633SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,398,835SecuritiesAmt
Other$3,500OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$94,798SecuritiesAmt
Other-$3,500OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$91,298TotalRevenueColumnAmt
Unrelated Business Revenue$1,043UnrelatedBusinessRevenueAmt
Exclusion$90,255ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$107,872FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,590,129ContriRptFundraisingEventAmt
Fundraising Direct Expenses$657,468FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$549,596TotalRevenueColumnAmt
Exclusion-$549,596ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$822,278GrossSalesOfInventoryAmt
Cost Of Goods Sold$212,042CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$610,236TotalRevenueColumnAmt
Related Or Exempt Func Income$405,834RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$204,402UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TICKET HANDLING CHARGES/FACILITY FEES711190$1,936,215$1,936,215
ARTIST MERCH COMMISSIONS711190$17,041$17,041

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,953,256OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,002,934TotalRevenueColumnAmt
Related Or Exempt Func Income$11,161,802RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$595,460UnrelatedBusinessRevenueAmt
Exclusion$110,319ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$30,675TotalAmt
Program Services$30,675ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$4,000TotalAmt
Program Services$4,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,988,137TotalAmt
Program Services$1,101,908ProgramServicesAmt
Management And General$739,562ManagementAndGeneralAmt
Fundraising$146,667FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$11,207,512TotalAmt
Program Services$10,028,563ProgramServicesAmt
Management And General$387,102ManagementAndGeneralAmt
Fundraising$791,847FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$604,908TotalAmt
Program Services$593,752ProgramServicesAmt
Management And General$1,180ManagementAndGeneralAmt
Fundraising$9,976FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$681,671TotalAmt
Program Services$597,125ProgramServicesAmt
Management And General$49,416ManagementAndGeneralAmt
Fundraising$35,130FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$977,931TotalAmt
Program Services$836,724ProgramServicesAmt
Management And General$83,177ManagementAndGeneralAmt
Fundraising$58,030FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$23,668TotalAmt
Management And General$23,668ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$84,764TotalAmt
Management And General$84,764ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$249,840TotalAmt
Fundraising$249,840FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$46,990TotalAmt
Management And General$46,990ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,752,223TotalAmt
Program Services$4,052,408ProgramServicesAmt
Management And General$91,805ManagementAndGeneralAmt
Fundraising$608,010FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$959,727TotalAmt
Program Services$959,727ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$198,722TotalAmt
Program Services$47,201ProgramServicesAmt
Management And General$63,115ManagementAndGeneralAmt
Fundraising$88,406FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$300,335TotalAmt
Program Services$119,070ProgramServicesAmt
Management And General$181,265ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,216,489TotalAmt
Program Services$1,208,094ProgramServicesAmt
Management And General$8,395ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$558,591TotalAmt
Program Services$531,965ProgramServicesAmt
Management And General$1,388ManagementAndGeneralAmt
Fundraising$25,238FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$61,612TotalAmt
Program Services$25,985ProgramServicesAmt
Management And General$32,451ManagementAndGeneralAmt
Fundraising$3,176FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$456,229TotalAmt
Program Services$456,229ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,880,143TotalAmt
Program Services$1,467,190ProgramServicesAmt
Management And General$412,953ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$427,531TotalAmt
Program Services$197,424ProgramServicesAmt
Management And General$230,107ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MUSIC PURCHASE & RENTAL$448,012$448,012
CONCERT PRODUCTION$416,505$416,505
REPAIRS & MAINTENANCE$365,355$365,355
BANK CHARGES$341,792$341,792

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$857,308TotalAmt
Program Services$584,250ProgramServicesAmt
Management And General$187,235ManagementAndGeneralAmt
Fundraising$85,823FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$29,140,670TotalAmt
Program Services$24,072,162ProgramServicesAmt
Management And General$2,966,365ManagementAndGeneralAmt
Fundraising$2,102,143FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,274,301BOYAmt
EOY$880,639EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,896,702BOYAmt
EOY$6,627,752EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,991,204BOYAmt
EOY$2,472,059EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$403,676BOYAmt
EOY$514,866EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$53,733BOYAmt
EOY$52,665EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$642,949BOYAmt
EOY$424,257EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$148,329,084LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$82,787,494LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$67,614,527BOYAmt
EOY$65,541,590EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,055,668BOYAmt
EOY$3,059,584EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,293,116BOYAmt
EOY$9,607,663EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$95,225,876BOYAmt
EOY$89,181,075EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,171,452BOYAmt
EOY$2,113,789EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,048,401BOYAmt
EOY$4,761,065EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$20,000,000BOYAmt
EOY$20,000,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,219,853BOYAmt
EOY$26,874,854EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$62,876,230BOYAmt
EOY$55,031,878EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,129,793BOYAmt
EOY$7,274,343EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,006,023BOYAmt
EOY$62,306,221EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$95,225,876BOYAmt
EOY$89,181,075EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$7,137,736ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$450,086NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$12,152OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,667,688CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,367,661CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,262,146CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,577,502CurrentTaxYearMinus1YearAmt
Current Tax Year$11,325,473CurrentTaxYearAmt
Total$59,200,470TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,733,711CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,800,993CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,541CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,385,504CurrentTaxYearMinus1YearAmt
Current Tax Year$11,031,652CurrentTaxYearAmt
Total$41,982,401TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,401,399CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,168,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,292,687CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,963,006CurrentTaxYearMinus1YearAmt
Current Tax Year$22,357,125CurrentTaxYearAmt
Total$101,182,871TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$608,142CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$806,113CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$536,707CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$524,576CurrentTaxYearMinus1YearAmt
Current Tax Year$918,933CurrentTaxYearAmt
Total$3,394,471TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$608,142CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$806,113CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$536,707CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$524,576CurrentTaxYearMinus1YearAmt
Current Tax Year$918,933CurrentTaxYearAmt
Total$3,394,471TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$97,788,400PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,860,293CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,535,966CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$372,021CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$314,627CurrentTaxYearMinus1YearAmt
Current Tax Year$574,017CurrentTaxYearAmt
Total$4,656,924TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,860,293CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,535,966CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$372,021CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$314,627CurrentTaxYearMinus1YearAmt
Current Tax Year$574,017CurrentTaxYearAmt
Total$4,656,924TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$143,785CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72,330CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,912,945CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,130,699CurrentTaxYearMinus1YearAmt
Current Tax Year$107,872CurrentTaxYearAmt
Total$5,367,631TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,405,477CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,776,950CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,577,653CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,408,332CurrentTaxYearMinus1YearAmt
Current Tax Year$23,039,014CurrentTaxYearAmt
Total$111,207,426TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.8793PublicSupportCY509Pct
Public Support PY5090.8721PublicSupportPY509Pct
Investment Income CY0.04InvestmentIncomeCYPct
Investment Income PY0.05InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part III, Line 12 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - FUNDRAISING REVENUE, COLUMN A - 143785.0, COLUMN B - 65830.0, COLUMN C - 32425.0, COLUMN D - 130699.0, COLUMN E - 107872.0, COLUMN F - 480611.0; DESCRIPTION - INSURANCE PROCEEDS, COLUMN A - 0.0, COLUMN B - 6500.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 6500.0; DESCRIPTION - GAIN ON EXTINGUISHMENT OF DEBT, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 2880520.0, COLUMN D - 2000000.0, COLUMN E - 0.0, COLUMN F - 4880520.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,741,117BeginningYearBalanceAmt
Contributions$573,812ContributionsAmt
Investment Earnings Or Losses$759,129InvestmentEarningsOrLossesAmt
Other Expenditures$413,983OtherExpendituresAmt
Administrative Expenses$30,600AdministrativeExpensesAmt
End Year Balance$11,629,475EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,456,671BeginningYearBalanceAmt
Contributions$139,200ContributionsAmt
Investment Earnings Or Losses-$1,326,619InvestmentEarningsOrLossesAmt
Other Expenditures$412,001OtherExpendituresAmt
Administrative Expenses$116,134AdministrativeExpensesAmt
End Year Balance$10,741,117EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,291,899BeginningYearBalanceAmt
Contributions$371,229ContributionsAmt
Investment Earnings Or Losses$2,466,108InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$528,011OtherExpendituresAmt
Administrative Expenses$144,554AdministrativeExpensesAmt
End Year Balance$12,456,671EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,787,087BeginningYearBalanceAmt
Contributions$53,499ContributionsAmt
Investment Earnings Or Losses$63,949InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$534,221OtherExpendituresAmt
Administrative Expenses$78,415AdministrativeExpensesAmt
End Year Balance$10,291,899EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,121,240BeginningYearBalanceAmt
Contributions$4,752ContributionsAmt
Investment Earnings Or Losses$296,373InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$526,898OtherExpendituresAmt
Administrative Expenses$108,380AdministrativeExpensesAmt
End Year Balance$10,787,087EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.8261BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.1739PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,500,000OtherCostOrOtherBasisAmt
Book Value$3,500,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$132,970,266OtherCostOrOtherBasisAmt
Depreciation$75,828,095DepreciationAmt
Book Value$57,142,171BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,683,963OtherCostOrOtherBasisAmt
Depreciation$6,959,399DepreciationAmt
Book Value$1,724,564BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,174,855OtherCostOrOtherBasisAmt
Book Value$3,174,855BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$65,541,590TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescBeneficial Interest in TrustDesc
Book Value$9,607,663BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$9,607,663TotalBookValueSecuritiesAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$24,468,546TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$450,086NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$128,651DonatedServicesAndUseFcltsAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$578,737RevenueNotReportedAmt
Revenue Subtotal$23,889,809RevenueSubtotalAmt
Investment Expenses Not Incld$46,990InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$1,933,865OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$1,886,875RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$22,002,934TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$31,168,348TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$128,651DonatedServicesUseFcltsAmt
Other Expenses Included$1,946,017OtherExpensesIncludedAmt
Expenses Not Reported$2,074,668ExpensesNotReportedAmt
Expenses Subtotal$29,093,680ExpensesSubtotalAmt
Investment Expenses Not Incld2$46,990InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$46,990ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$29,140,670TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe investment funds are used for mission related activities.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ACCORDANCE WITH APPLICABLE GUIDANCE, THE ASSOCIATION WILL RECOGNIZE A TAX BENEFIT ONLY IF IT IS MORE-LIKELY-THAN-NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. AS OF JULY 31, 2023 AND 2022, MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. THE ASSOCIATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ASSOCIATION DID NOT RECOGNIZE OR ACCRUE ANY INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS AS OF JULY 31, 2023 AND 2022, AND FOR THE YEARS THEN ENDED.
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsRental Expenses - -1848416 Cost of Goods Sold - -212042 Loss on Sale of Equipment - -3500 Employee Retention Tax Credit - 82093 Kitchen Revenue - 48000
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Rental Expenses - 1848416 Cost of Good Sold - 212042 Uncollectible Pledge Allowance - 12152 Employee Retention Tax Credit - -82093 Kitchen Revenue - -48000 Loss on Sale of Equipment - 3500

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Bennett DirectBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 0015AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53201ZIPCd
FieldValueIRS element (for citing)
ActivityTELEFUNDINGActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$551,006GrossReceiptsAmt
Retained By Contractor$249,840RetainedByContractorAmt
Net To Organization$301,166NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$551,006TotalGrossReceiptsAmt
Total Retained By Contractors$249,840TotalRetainedByContractorsAmt
Total Net To Organization$301,166TotalNetToOrganizationAmt
Licensed StatesTNLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Symphony BallEvent1Nm
Gross Receipts Event1$1,100,814GrossReceiptsEvent1Amt
Charitable Contri Event1$1,041,592CharitableContriEvent1Amt
Gross Revenue Event1$59,222GrossRevenueEvent1Amt
Rent Facility Costs Event1$105,444RentFacilityCostsEvent1Amt
Food And Beverage Event1$91,713FoodAndBeverageEvent1Amt
Entertainment Event1$22,502EntertainmentEvent1Amt
Other Direct Expenses Event1$100,716OtherDirectExpensesEvent1Amt
Event2Fashion ShowEvent2Nm
Gross Receipts Event2$522,437GrossReceiptsEvent2Amt
Charitable Contri Event2$492,927CharitableContriEvent2Amt
Gross Revenue Event2$29,510GrossRevenueEvent2Amt
Rent Facility Costs Event2$218,489RentFacilityCostsEvent2Amt
Food And Beverage Event2$9,834FoodAndBeverageEvent2Amt
Entertainment Event2$21,897EntertainmentEvent2Amt
Other Direct Expenses Event2$79,587OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$74,750GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$55,610CharitableContriOtherEventsAmt
Gross Revenue Other Events$19,140GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$2,230RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$597FoodAndBeverageOtherEventsAmt
Entertainment Other Events$1,509EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$2,950OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,698,001GrossReceiptsTotalAmt
Charitable Contributions Tot$1,590,129CharitableContributionsTotAmt
Gross Revenue Total Events$107,872GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$326,163RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$102,144FoodAndBeverageTotalEventsAmt
Entertainment Total Events$45,908EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$183,253OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$657,468DirectExpenseSummaryEventsAmt
Net Income Summary-$549,596NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule G, Part I, Line 2b(ii) Describe the custody or control arrangement.BENNETT DIRECT-FUNDS RAISED BY TELEFUNDING COMPANY ARE PROCESSED BY THE REPORTING ORGANIZATION; DONATED FUNDS ARE NEVER IN POSSESSION OF THE TELEFUNDING FIRM. TELEFUNDING FIRM RECEIVES PAYMENT FOR ITS SERVICES VIA DIRECT INVOICE TO ORGANIZATION.;
Schedule G, Part I, Line 2b(v) payment of fees or payment of expensesBENNETT DIRECT-CONTRACT PROVIDES FOR AN ANNUAL FEE PLUS HOURLY WAGES. ADDITIONALLY, CERTAIN EXPENSES, SUCH AS PRINTING, SUPPLIES, AND POSTAGE ARE REIMBURSED. IN FISCAL YEAR 2023, FEES TOTALED $249,840.;

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLAIR SCHOOL OF MUSIC - VANDERBILT UNIVERSITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12400 BLAKEMORE AVEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37212ZIPCd
FieldValueIRS element (for citing)
Recipient EIN620476822RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$30,000CashGrantAmt
Purpose Of GrantTO SPONSOR THE CURB YOUTH SYMPHONYPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationGrantee organizations are 501(c)(3) organizations. The Symphony has ongoing relationships with the grantee organizations and is able to observe the use of the granted funds.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Alan D Valentine
PRESIDENT & CEO$339,438$0$0$0$6,600$0$15,813$0$22,104$0$383,955$0$0$0
Marye Walker Lewis
CFO$162,826$0$0$0$0$0$3,307$0$6,518$0$172,651$0$0$0
Jonathan Norris
CDO$165,090$0$0$0$600$0$4,294$0$5,000$0$174,984$0$0$0
Giancarlo Guerrero
Conductor/Music Director$502,949$0$50,000$0$0$0$21,564$0$23,245$0$597,758$0$0$0
Jun Iwasaki
Concertmaster (Resigned July 2022)$120,453$0$0$0$0$0$4,274$0$5,068$0$129,795$0$0$0
Jonathan Marx
COO (UNTIL JULY 2022)$105,847$0$0$0$0$0$2,203$0$6,556$0$114,606$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 4a Severance or change-of-control paymentORGANIZATION: NASHVILLE SYMPHONY ASSOCIATION EIN: 62-0550979 INTERESTED PERSON: KATHERINE SEJBA AMOUNT: $13,750 TERMS: COMPENSATION PAID AS A RESULT OF SEVERANCE FROM THE POSITION OF VP OF MARKETING
Schedule J, Part I, Line 7 Non-fixed paymentsThe VP of marketing receives a non fixed commission payment that is based upon meeting and exceeding ticket sales goals.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SYMPLACE REALTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgDIRECTOR MARTHA INGRAMRelationshipWithOrgTxt
Loan PurposeMORTGAGE ON SYMPHONY FACILITYLoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$23,250,000OriginalPrincipalAmt
Balance Due$20,000,000BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$20,000,000TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLAIR SCHOOL OF MUSICBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgBOARD MEMBER LORENZO CANDELARIA IS THE DEAN OF BLAIR SCHOOL OF MUSICRelationshipWithOrgTxt
Cash Grant$30,000CashGrantAmt
Type Of AssistancePROGRAM GRANTTypeOfAssistanceTxt
Assistance PurposeTO FURTHER THE YOUTH SYMPHONY PROGRAMAssistancePurposeTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 1a Delegate broad authority to a committeeARTICLE 4 (of Bylaws) EXECUTIVE COMMITTEE 4.1 Delegation of Power to Executive Committee. (a) The Executive Committee shall manage the business and affairs of the Association except as otherwise limited by these Bylaws, the Charter or the Act. The Executive Committee may advise the Board on all matters and shall report to the Board on all decisions made or actions taken by it which the Executive Committee or the Chair reasonably determine to be major decisions or actions. The Executive Committee shall be assisted by such administrative staff as the Chair or the President and CEO may determine. Except as otherwise provided in this Article, the provisions of Article 5 shall apply to the Executive Committee. (b) The Executive Committee shall have the power and authority (i) to appoint, negotiate and approve the terms of employment of, and evaluate the performance of the President and CEO and the Music Director and Conductor; (ii) approve agreements with the Musicians (with any member who is an Orchestra Member being excluded, except by invitation of the Chair); (iii) monitor compliance with the budget; (iv) establish and implement operating policies and procedures; (v) supervise the operations and functions of the other committees and receive reports from these committees on request or as required by these Bylaws; (vi) approve the creation of committees of the Board other than the committees created by these Bylaws and the appointment or removal of members of all committees and (vii) approve a sale, lease or pledge of less than all or substantially all of the assets of the Association. The Executive Committee shall have no power to amend any resolution of the Board or the budget. During discussions of salary, any collective bargaining negotiations, or other matters involving individual employees, the Executive Committee may exclude Association employees. 4.2 Number, Election and Term. (a) The Executive Committee shall have at least thirteen (13) and no more than twenty-four (24) members, all of whom shall be directors. The Executive Committee shall be comprised of the elected officers of the Association; the President and CEO; the required Orchestra Member; the chairs of the Associate Board, the Governing Members and the Board Advisory Council; the chair of the Annual Campaign, the chair of any capital campaign underway and the chairs of the following committees: Artistic Planning and Community Engagement, Governance, Strategic Planning, Marketing, Development, External Affairs, Equity, Diversity, Inclusion and Belonging (EDIB) and the Schermerhorn Symphony Center Committee. Subject to the limit on total members, other directors may be nominated by the Governance Committee and elected by the Board. Each member shall consent to serve prior to his or her nomination by the Governance Committee. (b) The elected members of the committee will be elected for minimum two-year terms, and members shall serve until their successors are elected or appointed and qualified. The terms for the members of the committee serving by virtue of serving as chair of a committee shall coincide with the term of the Board Chair. (c) The members shall serve at the pleasure of the Executive Committee and the Board, and the Executive Committee or Board may remove any elected member at any time, with or without cause. 4.3 Meetings. Regular meetings of the Executive Committee shall be held every other month unless otherwise determined by the Chair. Special meetings may be called at any time by an officer or any five (5) members of the Executive Committee. 4.4 Telephonic Meetings. The Executive Committee may permit any of its members to participate in any meeting by, or conduct the meeting through the use of, any means of communication by which all members participating may simultaneously hear each other during the meeting. 4.5 Quorum and Voting. At all meetings of the Executive Committee, the presence of a majority of the voting members shall constitute a quorum. Each member shall have one vote on all matters properly coming before the meeting. If a quorum is present when a vote is taken, the affirmative vote of a majority of members present is an act of the committee unless the Act, the Charter or these Bylaws require the vote of a greater number.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsOrrin Henry Ingram, III, Henry Ingram, and Martha R. Ingram - Family relationship, Mary Cavarra and Martha R. Ingram - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe Form 990 is prepared by the organization's public accounting firm; a draft is reviewed by the controller, the CFO, the Board Treasurer, and Audit Committee Chair. A full copy of the 990, including supplemental schedules, is provided to the full governing body after filing.
Form 990, Part VI, Line 12c Conflict of interest policy2.8 Conflict of Interest. (from Bylaws of Organization) (a) The President and CEO shall be responsible for maintaining a written conflict of interest policy for the Association approved by the Board of Directors. This policy shall address conflict of interest related to any director, officer, committee member, or administrative staff member of the Association. (b) Generally speaking, for directors, a conflict of interest is a situation in which a director or one of his or her family members has a direct or indirect personal or financial interest that compromises or could compromise the director's independence of judgment in exercising his or her responsibilities to the Association. When any conflict of interest relates to a matter requiring action by the Board of Directors or any Committee, the interested person shall call it to the attention of the Board of Directors or the Committee before which the matter is pending, as applicable. Any other Board or Committee member may call the matter to the attention of the Board or Committee, as applicable. The interested person shall not deliberate or vote on the matter; provided, however, that any director disclosing a conflict of interest may be counted in determining the presence of a quorum at a meeting of the Board of Directors or the Executive Committee. (c) Unless requested to remain present during the meeting, the interested person shall retire from the room in which the Board of Directors or Executive Committee is meeting, and shall not participate in the final deliberation or decision regarding the matter under consideration. However, the interested person shall provide the Board or Committee, as applicable with any and all relevant information. (d) The minutes of the meeting of the Board or any Committee, as applicable, shall reflect that the conflict of interest was disclosed, that the interested person did not participate in the final discussion or vote and did not vote, and the rationale for approving the action.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTYPICALLY, THE ORGANIZATION UTILIZES SURVEYS AND RESEARCH OF LOCAL, REGIONAL AND NATIONAL ORGANIZATIONS OF SIMILAR SIZE AND MAKEUP TO ACCUMULATE FAIR AND REASONABLE COMPENSATION DATA FOR OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS FOR THE COMPENSATION COMMITTEE (EXECUTIVE COMMITTEE) TO REVIEW. This was last completed during July of 2023.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesALL OFFICERS AND KEY EMPLOYEES INCLUDED IN THE COMPENSATION REVIEW WERE AS FOLLOWS: MUSIC DIRECTOR, PRESIDENT & CEO, CFO, COO, AND CONCERTMASTER. THIS PROCESS OCCURS ANNUALLY, PER THE FISCAL YEAR. This was last completed during July of 2023.
Form 990, Part VI, Line 18 How forms are made available to the publicThe Form 990 is available on the organization's website. The Form 990, Form 990-T, and Form 1023 are available for public inspection upon request.
Form 990, Part VI, Line 19 Required documents available to the publicGoverning documents and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104 and are not available to the public at this time. The Nashville Symphony does, however, make its annual financial audit & the 990 available on its own website.
Form 990, Part VII, Section A COMPENSATION OF DIRECTORSFIVE BOARD MEMBERS SERVED AS EMPLOYED MUSICIANS OF THE NASHVILLE SYMPHONY ORCHESTRA DURING FY23 AND RECEIVED COMPENSATION IN THEIR CAPACITY AS MUSICIANS OF THE ORCHESTRA. NONE OF THE LISTED COMPENSATION AT PART VII, SECTION A IS FOR THEIR ROLES AS BOARD MEMBERS. THESE INDIVIDUALS ARE LISTED BELOW: GERALD GREER JOEL REIST ANTHONY PARCE JOHNA SMITH LAURA ROSS
Form 990, Part IX, Line 11g Other FeesCONTRACT SERVICES - Total Expense: 238432, Program Service Expense: 238432, Management and General Expenses: , Fundraising Expenses: ; TELEMARKETING - Total Expense: 86701, Program Service Expense: 86701, Management and General Expenses: , Fundraising Expenses: ; SERVICE FEES - Total Expense: 9763, Program Service Expense: 9763, Management and General Expenses: , Fundraising Expenses: ; CONSULTING & RECRUITING FEES - Total Expense: 91805, Program Service Expense: , Management and General Expenses: 91805, Fundraising Expenses: ; OTHER PROFESSIONAL FEES - Total Expense: 936889, Program Service Expense: 328879, Management and General Expenses: , Fundraising Expenses: 608010; GUEST ARTIST FEES - Total Expense: 3263860, Program Service Expense: 3263860, Management and General Expenses: , Fundraising Expenses: ; LICENSING FEES - Total Expense: 124773, Program Service Expense: 124773, Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesUncollectible Pledge Allowance - -12152;

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NASHVILLE SYMPHONY ENDOWMENT TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CUMBERLAND TRUSTAddressLine1Txt
Address Line240 BURTON HILLS BLVD STE 300AddressLine2Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd
FieldValueIRS element (for citing)
EIN620550979EIN
Primary ActivitiesINVESTMENTSPrimaryActivitiesTxt
Legal Domicile StateTNLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NASHVILLE SYMPHONY ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTrustEntityTypeTxt
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
NASHVILLE SYMPHONY ENDOWMENT TRUST
S$485,107CASH
NASHVILLE SYMPHONY ENDOWMENT TRUST
R$599,502CASH