HOUSTON SYMPHONY SOCIETY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON SYMPHONY SOCIETY (EIN 74-1157373)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-04-11
- IRS object ID
- 202331019349301333
- Schema version
- 2021v4.2
- 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) |
|---|---|---|
| Return | 2023-04-11T14:26:53-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741157373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Symphony Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 7132244240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 Louisiana St 102 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Condic | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7132244240 | PhoneNum |
| Signature | 2023-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Elizabeth | PersonFirstNm |
| Person Last | Condic | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John Mangum | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 Louisiana St 102 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,935,594 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.houstonsymphony.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1913 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Orchestral performances, educational programs, and community activities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 111 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 110 | VotingMembersIndependentCnt |
| Total Employee | 394 | TotalEmployeeCnt |
| Total Volunteers | 544 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,222,027 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,049,116 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,785,614 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,000,615 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,323 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,612 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$215,421 | PYOtherRevenueAmt |
| CY Other Revenue | -$101,740 | CYOtherRevenueAmt |
| PY Total Revenue | $27,796,543 | PYTotalRevenueAmt |
| CY Total Revenue | $35,994,603 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,137,491 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,257,303 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $112,298 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $87,079 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,929,939 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,779,944 | PYOtherExpensesAmt |
| CY Other Expenses | $10,726,746 | CYOtherExpensesAmt |
| PY Total Expenses | $22,029,733 | PYTotalExpensesAmt |
| CY Total Expenses | $30,071,128 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,766,810 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,923,475 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,681,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,917,238 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,850,463 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,391,900 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$16,168,918 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$10,474,662 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the Houston Symphony is to inspire and engage a large and diverse audience in Greater Houston and beyond through exceptional orchestral performances, educational programs and community activities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,734,783 | ExpenseAmt |
| Revenue | $9,942,771 | RevenueAmt |
| Desc | See Schedule OArtistic Endeavors: The Houston Symphony continues its second century as one of America's leading orchestras with a full complement of concert, community, education, and recording activities. Today, with an operating budget of $34.325 million (FY23), the full-time ensemble of professional musicians presents more than 130 concerts annually, making it the largest performing arts organization in Houston. After suspending concert activities in March 2020 and cancelling the remainder of 2019-20 events due to the COVID-19 pandemic, the Symphony resumed activities in May 2020, opening the 2020-21 Season on schedule in September 2020. The 2021-22 season saw the full orchestra back onstage at Jones Hall in front of audiences restricted only by the auditorium's seating capacity. Highlights of the classical season began with Conductor Laureate Andres Orozco-Estrada opening his final season as Music Director conducting Beethoven's Fifth Symphony; as well as performances of Tchaikovsky's full ballet score The Nutcracker; Andres Fest: a mini-festival celebrating his tenure that included Saint-Saens' The Carnival of the Animals, Bruch's Double Concerto, and the world premieres of Kyle Rivera's Bridgetower Variations, and Bruce Broughton's Horn Concerto; and Mahler's Symphony No. 2 "Resurrection" providing a monumental close to Orozco-Estrada's tenure as Music Director. Memorable guest artists this season included Renee Fleming, Itzhak Perlman, Jean-Yves Thibaudet, Emanuel Ax, Augustin Hadelich, Helene Grimaud, Gil Shaham, and Yefim Bronfman, as well as brilliant soloist turns from Houston Symphony musicians Yoonshin Song, Brinton Averil Smith, Jonathan Fischer, William VerMeulen, Robin Kesselman, Megan Conley, Matthew Strauss, and Scott Holshauser. The POPS season launched with Principal POPS Conductor Steven Reineke presiding over an engaging showcase of one of Broadway and Hollywood's greatest composers in Once Upon a Time: Alan Menken's Broadway, and continued with highlights including Byron Stripling in Wonderful World: The Louis Armstrong Songbook, Star Wars: Return of the Jedi In Concert, and Capathia Jenkins in Aretha: Queen of Soul. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,794,537 | ExpenseAmt |
| Revenue | $57,844 | RevenueAmt |
| Desc | See Schedule OEducation and Community Engagement: The Houston Symphony is committed to increasing the quality of life in Houston by addressing priority community issues including education, healthcare, building community between disparate populations, and improving the welfare of underserved populations. The Symphony accomplishes this by presenting an extraordinary range of music education and community engagement programs both inside Jones Hall and in community venues throughout the Greater Houston area. Through nearly 1,000 interactions with Houston Symphony musicians and Community-Embedded Musicians, partnerships with schools, community centers, hospitals and other non-profits, the Society serves a wide range of Houstonians that reflects the diversity of the city. Whether they are underserved students, cancer patients, refugees, or homeless families, we put the people we serve first, asking how music can best meet their needs. Our goal is to remove economic and geographical barriers to music so that Houstonians from all walks of life can benefit from the art form. Traditionally, Houston Symphony Education and Community Engagement programs serve more than 200,000 Houstonians of all ages and backgrounds and these activities represented an investment of $2.8 million, or nearly 10% of the annual organization budget, during the 2021-22 Season. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,529,320 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 95 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 394 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 111 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 110 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elizabeth Condic CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7132381465 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 Louisiana St Ste 102 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (121 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| John Rydman | |||||||||
| President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Steven Mach | |||||||||
| Chair | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Barbara McCelvey | |||||||||
| Secretary | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Barbara Burger | |||||||||
| Chair, Finance | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Bradley Corson | |||||||||
| Chair, Governance and Leadership | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Manuel Delgado | |||||||||
| Chair, Mkt/Comm (from Jan. 2022) | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Evan Glick | |||||||||
| Chair, Popular Programming | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lidiya Gold | |||||||||
| Chair, Development | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sippi Khurana | |||||||||
| Chair, Education | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mary Lynn Marks | |||||||||
| Chair, Volunteers/Special Events | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert Orr | |||||||||
| Chair, Strategic Planning | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Manolo Sanchez | |||||||||
| Chair, Mkt/Comm (to Jan. 2022) | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ed Schneider | |||||||||
| Chair, Community Partnerships | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Leslie Siller | |||||||||
| President-Houston Symphony League | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Miles Smith | |||||||||
| Chair, Artistic/Orchestra Affairs | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| William Toomey | |||||||||
| President-Houston Symphony Endowment | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jesse Tutor | |||||||||
| Chair, Audit | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Janet Clark | |||||||||
| Immediate Past President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Bobby Tudor | |||||||||
| Immediate Past Chair | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mike Stude | |||||||||
| Chair Emeritus | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Paul Morico | |||||||||
| General Counsel | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jonathan Ayre | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marcia Backus | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Janice Barrow | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gary Beauchamp | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David Beck | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James Bell | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Devinder Bhatia | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Tony Bradfield | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Carrie Brandsberg-Dahl | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Bratic | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Terry Brown | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Brueggeman | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bill Bullock | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ralph Burch | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dougal Cameron | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John Cater | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Chanon | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Terry Cheyney | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Clark | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Virginia Clark | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Evan Collins | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew Davis | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Denise Davis | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Tracy Dieterich | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bob Duff | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joan Duff | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Connie Dyer | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Firestone | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eugene Fong | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Aggie Foster | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Julia Frankel | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronald Franklin | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gary Hollingsworth | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| William D Hunt | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Incavo | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian James | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rick Jaramillo | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| I Ray Kirk | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Carey Kirkpatrick | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David Krieger | |||||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth Kurtzman | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew Go Lee | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ulyesse LeGrange | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rochelle Levit | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Loden | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Carlos Lopez | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Isabel Stude Lummis | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cora Sue Mach | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Mann | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rodney Margolis | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jay Marks | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jack Matzer | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jackie Mazow | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Billy McCartney | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alexander McLanahan | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marilyn Miles | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Shane Miller | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Aprill Nelson | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Tammy Tran Nguyen | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Leslie Nossaman | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Nyquist | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Edward Osterberg | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Powers | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David Pruner | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gloria Pryzant | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Miwa Sakashita | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Christian Schwartz | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dilanka Seimon | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Helen Shaffer | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Sloan | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jim Smith | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Quentin Smith | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Anthony Speier | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ishwariah Subbiah | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| L Proctor Thomas | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Shirley Toomim | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Betty Tutor | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Judith Vincent | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Waisman | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gretchen Watkins | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Fredric Weber | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Diana Weil | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Weiner | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Vicki West | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Alkek Williams | |||||||||
| Governing Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven Williams | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank Wilson | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David Wuthrich | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ellen Yarrell | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Yekovich | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John Mangum | |||||||||
| Executive Director/CEO | 40.00 | 2.00 | Yes (X) | $294,578 | $0 | $32,277 | |||
| Elizabeth Condic | |||||||||
| Chief Financial Officer | 40.00 | 2.00 | Yes (X) | $171,362 | $0 | $25,513 | |||
| Victoria Dominguez | |||||||||
| Chief Operating Officer | 40.00 | 0.00 | $171,362 | $0 | $12,788 | Yes (X) | |||
| Andres Orozco-Estrada | |||||||||
| Music Director | 40.00 | 0.00 | $270,333 | $0 | $26,411 | Yes (X) | |||
| Nancy Giles | |||||||||
| Chief Development Officer | 40.00 | 0.00 | $205,054 | $0 | $15,420 | Yes (X) | |||
| Yoonshin Song | |||||||||
| Musician | 40.00 | 0.00 | $265,752 | $0 | $14,440 | Yes (X) | |||
| Mark Nuccio | |||||||||
| Musician | 40.00 | 0.00 | $174,829 | $0 | $32,195 | Yes (X) | |||
| Brinton Smith | |||||||||
| Musician | 40.00 | 0.00 | $160,567 | $0 | $27,518 | Yes (X) | |||
| Eric Halen | |||||||||
| Musician | 40.00 | 0.00 | $156,859 | $0 | $20,741 | Yes (X) | |||
| Gwen Watkins | |||||||||
| Chief Marketing Officer | 40.00 | 0.00 | $150,304 | $0 | $3,996 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,021,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $211,299 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Events Company | |||||
| 1237 N Post Oak Rd | Houston | TX | 77055 | Event management | $184,003 |
| DCM | |||||
| PO Box 4707 | Sunnyside | NY | 11104 | Telefunding/ Telemarketing | $183,859 |
| The Post Oak at Uptown | |||||
| 1600 West Loop South | Houston | TX | 77027 | Event rentals | $149,774 |
| 5 Star Event Services | |||||
| 1801 Milby | Houston | TX | 77003 | Ushers | $148,430 |
| The Methodist Hospital | |||||
| PO Box 4752 | Houston | TX | 77210 | COVID Testing | $141,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,614,904 | FundraisingAmt |
| Related Organizations | $3,803,962 | RelatedOrganizationsAmt |
| Government Grants | $9,093,603 | GovernmentGrantsAmt |
| All Other Contributions | $11,536,647 | AllOtherContributionsAmt |
| Noncash Contributions | $392,795 | NoncashContributionsAmt |
| Total Contributions | $26,049,116 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Ticket sales | 711130 | $7,131,055 | $7,131,055 |
| Education, other programs | 711130 | $2,869,560 | $2,869,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,000,615 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,612 | TotalRevenueColumnAmt |
| Exclusion | $46,612 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $839,251 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,614,904 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $940,991 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$101,740 | TotalRevenueColumnAmt |
| Exclusion | -$101,740 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,994,603 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,000,615 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$55,128 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,220,170 | TotalAmt |
| Program Services | $623,051 | ProgramServicesAmt |
| Management And General | $239,213 | ManagementAndGeneralAmt |
| Fundraising | $357,906 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,784,192 | TotalAmt |
| Program Services | $12,110,012 | ProgramServicesAmt |
| Management And General | $568,187 | ManagementAndGeneralAmt |
| Fundraising | $1,105,993 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,235 | TotalAmt |
| Program Services | $651,916 | ProgramServicesAmt |
| Management And General | $23,381 | ManagementAndGeneralAmt |
| Fundraising | $29,938 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,459,714 | TotalAmt |
| Program Services | $2,163,928 | ProgramServicesAmt |
| Management And General | $10,641 | ManagementAndGeneralAmt |
| Fundraising | $285,145 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,087,992 | TotalAmt |
| Program Services | $935,241 | ProgramServicesAmt |
| Management And General | $50,900 | ManagementAndGeneralAmt |
| Fundraising | $101,851 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,140 | TotalAmt |
| Program Services | $22,087 | ProgramServicesAmt |
| Management And General | $8,551 | ManagementAndGeneralAmt |
| Fundraising | $4,502 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,664 | TotalAmt |
| Management And General | $64,664 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,079 | TotalAmt |
| Fundraising | $87,079 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,403,359 | TotalAmt |
| Program Services | $5,155,298 | ProgramServicesAmt |
| Management And General | $190,174 | ManagementAndGeneralAmt |
| Fundraising | $57,887 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,539,977 | TotalAmt |
| Program Services | $1,439,862 | ProgramServicesAmt |
| Management And General | $1,178 | ManagementAndGeneralAmt |
| Fundraising | $98,937 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,323 | TotalAmt |
| Program Services | $184,130 | ProgramServicesAmt |
| Management And General | $51,331 | ManagementAndGeneralAmt |
| Fundraising | $77,862 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,696 | TotalAmt |
| Program Services | $299,300 | ProgramServicesAmt |
| Management And General | $66,438 | ManagementAndGeneralAmt |
| Fundraising | $110,958 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $958,534 | TotalAmt |
| Program Services | $776,106 | ProgramServicesAmt |
| Management And General | $78,309 | ManagementAndGeneralAmt |
| Fundraising | $104,119 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,055 | TotalAmt |
| Program Services | $344,088 | ProgramServicesAmt |
| Management And General | $9,745 | ManagementAndGeneralAmt |
| Fundraising | $3,222 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,762 | TotalAmt |
| Management And General | $151,762 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,014 | TotalAmt |
| Program Services | $78,225 | ProgramServicesAmt |
| Management And General | $1,180 | ManagementAndGeneralAmt |
| Fundraising | $1,609 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,455 | TotalAmt |
| Program Services | $90,343 | ProgramServicesAmt |
| Management And General | $28,394 | ManagementAndGeneralAmt |
| Fundraising | $38,718 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Production equip, mat. | $354,807 | $354,807 | ||
| Patron cultivation | $333,392 | $15,508 | $18,369 | $299,515 |
| Merchant fees | $307,901 | $231,356 | $17,157 | $59,388 |
| Other expenses | $191,667 | $54,062 | $32,295 | $105,310 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,071,128 | TotalAmt |
| Program Services | $25,529,320 | ProgramServicesAmt |
| Management And General | $1,611,869 | ManagementAndGeneralAmt |
| Fundraising | $2,929,939 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,484 | BOYAmt |
| EOY | $275,148 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,901,004 | BOYAmt |
| EOY | $2,441,771 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,817,361 | BOYAmt |
| EOY | $282,135 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,223 | BOYAmt |
| EOY | $351,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,621,676 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,020,990 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,473 | BOYAmt |
| EOY | $600,686 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,960,928 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,177 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,681,545 | BOYAmt |
| EOY | $6,917,238 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,281,375 | BOYAmt |
| EOY | $1,670,468 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,301,650 | BOYAmt |
| EOY | $3,355,371 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,634,488 | BOYAmt |
| EOY | $9,374,488 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,632,950 | BOYAmt |
| EOY | $2,991,573 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,850,463 | BOYAmt |
| EOY | $17,391,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$19,460,949 | BOYAmt |
| EOY | -$12,733,150 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,292,031 | BOYAmt |
| EOY | $2,258,488 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$16,168,918 | BOYAmt |
| EOY | -$10,474,662 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,681,545 | BOYAmt |
| EOY | $6,917,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,923,475 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$59,507 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$169,712 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,447,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,930,495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,903,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,222,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,049,116 | CurrentTaxYearAmt |
| Total | $107,552,533 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,447,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,930,495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,903,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,222,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,049,116 | CurrentTaxYearAmt |
| Total | $107,552,533 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $28,994,497 | SubstantialContributorsTotAmt |
| Public Support Total170 | $78,558,036 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,986 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,612 | CurrentTaxYearAmt |
| Total | $225,397 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $107,777,930 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $46,910,923 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,419,052 | BeginningYearBalanceAmt |
| Contributions | $459,209 | ContributionsAmt |
| Investment Earnings Or Losses | $376,634 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,803,962 | OtherExpendituresAmt |
| End Year Balance | $87,450,933 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,523,933 | BeginningYearBalanceAmt |
| Contributions | $396,060 | ContributionsAmt |
| Investment Earnings Or Losses | $20,016,760 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,517,701 | OtherExpendituresAmt |
| End Year Balance | $90,419,052 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,471,987 | BeginningYearBalanceAmt |
| Contributions | $2,249,272 | ContributionsAmt |
| Investment Earnings Or Losses | $1,104,697 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,302,023 | OtherExpendituresAmt |
| End Year Balance | $73,523,933 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,888,296 | BeginningYearBalanceAmt |
| Contributions | $332,720 | ContributionsAmt |
| Investment Earnings Or Losses | $2,010,118 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,759,147 | OtherExpendituresAmt |
| End Year Balance | $75,471,987 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,610,515 | BeginningYearBalanceAmt |
| Contributions | $352,019 | ContributionsAmt |
| Investment Earnings Or Losses | $5,996,874 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,071,112 | OtherExpendituresAmt |
| End Year Balance | $76,888,296 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00181 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86637 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13182 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,915 | OtherCostOrOtherBasisAmt |
| Book Value | $16,915 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $284,878 | OtherCostOrOtherBasisAmt |
| Depreciation | $284,038 | DepreciationAmt |
| Book Value | $840 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,205,058 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,627,151 | DepreciationAmt |
| Book Value | $577,907 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,825 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,801 | DepreciationAmt |
| Book Value | $5,024 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $600,686 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued pension liability | $991,573 |
| Paycheck Protection Program Loan | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,991,573 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | Houston Symphony Endowment (the Endowment) was established to support the operations of the Houston Symphony Society (the 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DCM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4707 | AddressLine1Txt |
| City | Sunnyside | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefundng | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $120,570 | GrossReceiptsAmt |
| Retained By Contractor | $87,079 | RetainedByContractorAmt |
| Net To Organization | $33,491 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $120,570 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $87,079 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $33,491 | TotalNetToOrganizationAmt |
| Licensed States | TX | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Ball | Event1Nm |
| Gross Receipts Event1 | $1,254,469 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $886,733 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $367,736 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $134,740 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $20,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $325,112 | OtherDirectExpensesEvent1Amt |
| Event2 | Wine Dinner | Event2Nm |
| Gross Receipts Event2 | $715,980 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $453,765 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $262,215 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $107,234 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $163,113 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $483,706 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $274,406 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $209,300 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $71,011 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $5,725 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $114,056 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,454,155 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,614,904 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $839,251 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $312,985 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $25,725 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $602,281 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $940,991 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$101,740 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Mangum | ||||||||||||||
| Executive Director/CEO | $294,578 | $0 | $0 | $0 | $0 | $0 | $5,867 | $0 | $26,410 | $0 | $326,855 | $0 | $0 | $0 |
| Andres Orozco-Estrada | ||||||||||||||
| Music Director | $127,333 | $0 | $0 | $0 | $143,000 | $0 | $0 | $0 | $26,411 | $0 | $296,744 | $0 | $0 | $0 |
| Yoonshin Song | ||||||||||||||
| Musician | $265,752 | $0 | $0 | $0 | $0 | $0 | $5,764 | $0 | $8,676 | $0 | $280,192 | $0 | $0 | $0 |
| Nancy Giles | ||||||||||||||
| Chief Development Officer | $205,054 | $0 | $0 | $0 | $0 | $0 | $4,938 | $0 | $10,482 | $0 | $220,474 | $0 | $0 | $0 |
| Mark Nuccio | ||||||||||||||
| Musician | $174,829 | $0 | $0 | $0 | $0 | $0 | $5,764 | $0 | $26,431 | $0 | $207,024 | $0 | $0 | $0 |
| Elizabeth Condic | ||||||||||||||
| Chief Financial Officer | $171,362 | $0 | $0 | $0 | $0 | $0 | $4,132 | $0 | $21,381 | $0 | $196,875 | $0 | $0 | $0 |
| Brinton Smith | ||||||||||||||
| Musician | $160,567 | $0 | $0 | $0 | $0 | $0 | $5,764 | $0 | $21,754 | $0 | $188,085 | $0 | $0 | $0 |
| Victoria Dominguez | ||||||||||||||
| Chief Operating Officer | $171,362 | $0 | $0 | $0 | $0 | $0 | $4,132 | $0 | $8,656 | $0 | $184,150 | $0 | $0 | $0 |
| Eric Halen | ||||||||||||||
| Musician | $156,859 | $0 | $0 | $0 | $0 | $0 | $5,771 | $0 | $14,970 | $0 | $177,600 | $0 | $0 | $0 |
| Gwen Watkins | ||||||||||||||
| Chief Marketing Officer | $150,304 | $0 | $0 | $0 | $0 | $0 | $3,628 | $0 | $368 | $0 | $154,300 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The Society provides the Executive Director a membership to a dining club due to the social and fundraising aspects of his position. The cost of this benefit is reasonable, customary, and necessary. The Society paid a total of $3,572 of membership fees during the current fiscal year. This amount was not treated as taxable compensation. |
| Part I, Line 7 | The Music Director's other reportable compensation is comprised of conducting fees for a series of weekend classical concerts and a travel allowance. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CCM LP | |||
| Owned by Director | $293,896 | Rent | 0 |
| Betsy Cook Weber | |||
| Trustee Spouse | $19,230 | Salary | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $95,495 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Auction items | 316 | $291,151 | Sales proceeds |
| Yes (X) | Raffle items | 12 | $6,149 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The Executive Committee of the Society is composed of not more than fifteen of the Governing Directors of the Society, exclusive of ex-officio members. The Executive Committee consists of the Society's President, Chairman of the Board of Trustees, President-Elect (if and when in office), Vice Presidents, General Counsel, Secretary, and such other persons as may be designated annually by the President from among the elected Governing Directors. The Executive Committee has the power to propose the strategic direction of the Society for approval by the Governing Directors, propose any major policy of the Society for approval by the Governing Directors, propose the disposition of the properties and funds of the Society (through the proposal of the Society's budget) to the Governing Directors, make recommendations to the Governing Directors to retain or terminate the employment of the Music Director, and to take such other actions as shall be delegated to the Executive Committee by the Governing Directors from time to time. |
| Form 990, Part VI, Section A, line 2 | Betty Tutor, Governing Director and Lifetime Trustee and Jesse Tutor, Governing Director and Lifetime Trustee have a family relationship. Cora Sue Mach, Governing Director and Lifetime Trustee and Steven P. Mach, Immediate Past Chairman and Trustee have a family relationship. Janice Barrow, Governing Director and Lifetime Trustee and Barbara McCelvey, Secretary and Governing Director and Eric Brueggeman, Trustee have a family relationship. Janet Clark, Immediate Past President and Governing Director and Virginia Clark, Trustee have a family relationship. Bob Duff, Trustee and Joan Duff, Trustee have a family relationship. Mike Stude, Chairman Emeritus and Lifetime Trustee and Isabel Stude Lummis, Governing Director have a family relationship. |
| Form 990, Part VI, Section A, line 6 | 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, Section A, line 7a | One regular meeting of the members of the Society shall be held each year in the month of May for the purpose of electing a Board of Trustees for the ensuing fiscal year. The Board of Trustees elect the Governing Directors and Officers of the Society. |
| Form 990, Part VI, Section B, line 11b | Form 990 is reviewed by the Financial Controller and CFO. After internal review, Form 990 is sent to the Governing Directors electronically for their review, questions, and suggested edits. Once their review is complete, the Society electronically files Form 990 with the IRS. |
| Form 990, Part VI, Section B, line 12c | 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, Section B, line 15 | Annually, Human Resources staff obtain salary surveys for both the Houston area and orchestras of a similar budget size. The information is made available to the Board President. The Compensation Committee, consisting of the Board President, Board Chair and any other members as may be appointed by the Executive Committee, are responsible for reviewing the comparative data and approving the Executive Director/CEO's compensation package. Budget constraints are taken into account. For the Chief Financial Officer and other key employees, annually, Human Resources staff obtain salary surveys for both the Houston area and orchestras of a similar budget size. The information is made available to the Executive Director, who is responsible for approving the compensation packages. Budget constraints are taken into account. |
| Form 990, Part VI, Section C, line 19 | The audited financial statements and Form 990 are available on the Houston Symphony website. Governing documents are available upon request through the Symphony offices. |
| Form 990, Part IX, line 11g | Prof. fees - artistic fees: Program service expenses 2,359,981. Total expenses 2,359,981. Prof. fees - marketing, education: Program service expenses 927,920. Total expenses 927,920. Prof. fees - production : Program service expenses 1,867,397. Total expenses 1,867,397. Prof. fees - mgmt & general: Management and general expenses 190,174. Total expenses 190,174. Prof. fees - fundraising: Fundraising expenses 57,887. Total expenses 57,887. |
| Form 990, Part XI, line 9: | Change in value of pension liability under FASB 87 -169,712. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Houston Symphony Endowment | |||||||||||
| 615 Louisiana St Ste 102 | Houston | TX | 77002 | 208350227 | Support the Houston Symphony | TX | 501(c)(3) | 12a, Type I | Houston Symphony Society | Yes (1) | |
| Foundation for Jones Hall | |||||||||||
| 55 Waugh Dr 601 | Houston | TX | 77007 | 760202646 | Restore Jones Hall | TX | 501(c)(3) | 12a, Type I | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Houston Symphony Endowment | ||
| C | $3,803,962 | Cash |
| Houston Symphony Endowment | ||
| E | $9,374,488 | Loan guarantee |