2024-03-08T11:05:39-06:00 2023-08-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2022-09-01 746000068 THE AUSTIN SYMPHONY ORCHESTRA SOCIETY INC AUST 5124766064 1806 RIO GRANDE STREET AUSTIN TX 78701 DAVID PRATT CEO/EXECUTIVE DIRECTOR 5124766064 2024-02-22 1 DAVID PRATT 999009999 0 SEAN HOLCOMB P01249221 5123703200 2024-02-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID PRATT 1806 RIO GRANDE STREET AUSTIN TX 78701 7902755 0 X WWW.AUSTINSYMPHONY.ORG X 1940 TX TO PRESENT, PROMOTE, ENCOURAGE, AND ADVANCE MUSICAL EDUCATION AND ENJOYMENT OF ORCHESTRA MUSIC TO THE CITIZENS OF AUSTIN AND CENTRAL TEXAS. 71 71 243 100 0 0 5386922 3769904 2084025 2372284 9819 129351 56866 323074 7537632 6594613 0 0 0 0 3625114 3778544 0 56000 630776 2432893 2509293 6058007 6343837 1479625 250776 8162367 8501334 1533484 1609363 6628883 6891971 TO PRESENT, PROMOTE, ENCOURAGE, AND ADVANCE MUSICAL EDUCATION AND ENJOYMENT OF ORCHESTRA MUSIC TO THE CITIZENS OF AUSTIN AND CENTRAL TEXAS. 0 0 4580661 2526135 THE AUSTIN SYMPHONY ORCHESTRA SOCIETY, INC. PERFORMED ITS REGULAR 8 CONCERT SUBSCRIPTION AND 4 POPS SERIES CONCERTS AS TICKETED EVENTS TO LIVE AUDIENCES. 4580661 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 82 0 243 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 71 71 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X RICHARD ROCHE 5124766064 1806 RIO GRANDE AUSTIN TX 78701 ERNEST C BUTLER CHAIRMAN, EXECUTIVE COMMITEE 0.25 0.50 X X 0 0 0 BEN BENTZIN PRESIDENT 0.50 X X 0 0 0 KAREN LEEKE PAST PRESIDENT 0.25 X X 0 0 0 LINDA VAN BAVEL EXECUTIVE VICE PRESIDENT 0.25 0.25 X X 0 0 0 RONALD C JERNIGAN EXECUTIVE VICE PRESIDENT 0.25 X X 0 0 0 LINDSEY RIMA FELIX SECRETARY 0.25 X X 0 0 0 WILLIAM H BINGHAM LEGAL COUNSEL 0.25 X X 0 0 0 PAUL BANCROFT CHAIR BANCROFT INITIATIVE 0.25 X X 0 0 0 JENNIFER GRAVENOR CHAIR DEVELOPMENT 0.25 X X 0 0 0 NINA NELMS CHAIR DIVERSITY/COM ENGAGEMENT 0.25 X X 0 0 0 BRUCE F GRUBE CHAIR EDUCATION 0.25 X X 0 0 0 JAMES D GREEN JR CHAIR FINANCE 0.25 X X 0 0 0 ELENA GOYANES CHAIR GOVERNANCE 0.25 X X 0 0 0 SUSAN SALCH CHAIR MARKETING 0.25 X X 0 0 0 ANNA SPEIR CHAIR ANNUAL FUND, EXECUTIVE COMMITTEE 0.25 X X 0 0 0 WENDY LARY ASSISTANT SECRETARY 0.25 X X 0 0 0 ROBERT BROOKS VICE CHAIR DEVELOPMENT 0.25 X X 0 0 0 ADRIANNE NIXON VICE CHAIR DIVERSITY/COM ENGAGEMENT 0.25 X X 0 0 0 SUSAN DOUGLAS VICE CHAIR EDUCATION 0.25 X X 0 0 0 DOUGLAS M DANFORTH CHAIR ENDOWMENT GIVING 0.25 X X 0 0 0 MARY ANN HELLER VICE CHAIR ENDOWMENT GIVING 0.25 X X 0 0 0 MARVIN BRITTMAN VICE CHAIR FINANCE, EXECUTIVE COMMITTEE 0.25 X X 0 0 0 DOUGLAS M HARTMAN VICE CHAIR FINANCE 0.25 X X 0 0 0 TOM SELLERS VICE CHAIR GOVERNANCE, EXECUTIVE COMMITTEE 0.25 X X 0 0 0 JAY B STEWART CHAIR GOVERNMENT AFFAIRS 0.25 X X 0 0 0 MARY PADGETT VICE CHAIR GOVT AFFAIRS 0.25 X X 0 0 0 DANIEL COOLEY VICE CHAIR MARKETING 0.25 X X 0 0 0 P ROGER WILLIAMSON CHAIR ORCHESTRA HOSPITALITY 0.25 X X 0 0 0 LISA IRVIN VICE CHAIR ORCHESTRA HOSPITALITY 0.25 X X 0 0 0 ROGER BORGELT VICE CHAIR REAL ESTATE COUNCIL 0.25 X X 0 0 0 CHRISTOPHER SIBLEY CHAIR RECEPTIONS 0.25 X X 0 0 0 THOMAS M NEVILLE EXECUTIVE COMMITTEE EX-OFFICIO 0.25 0.50 X 0 0 0 KATIE KAIGHIN EXECUTIVE COMMITTEE EX-OFFICIO 0.25 X 0 0 0 BRUCE WILLIAMS EXECUTIVE COMMITTEE EX-OFFICIO 0.25 X 0 0 0 ARAMITA SELLERS BOARD OF TRUSTEESS EX-OFFICIO 0.25 X 0 0 0 ALLAN DE JONG BOARD OF TRUSTEESS EX-OFFICIO 0.25 X 0 0 0 JONN CHERICO BOARD OF TRUSTEESS EX-OFFICIO 0.25 X 0 0 0 BRITTANY SHARKEY BOARD OF TRUSTEESS EX-OFFICIO 0.25 X 0 0 0 JOHN H AKIN DIRECTOR AT LARGE 0.25 X 0 0 0 BILL BUCHHOLZ DIRECTOR AT LARGE 0.25 X 0 0 0 STEPHANIE CAGNIART DIRECTOR AT LARGE 0.25 X 0 0 0 PAULA DAMORE DIRECTOR AT LARGE 0.25 X 0 0 0 JAMES M DENHOLM III DIRECTOR AT LARGE 0.25 X 0 0 0 JOHN A FIBIGER DIRECTOR AT LARGE 0.25 X 0 0 0 DARREN GIBSON DIRECTOR AT LARGE 0.25 X 0 0 0 ALEGRIA ARCE HIBBETTS DIRECTOR AT LARGE 0.25 X 0 0 0 KARL HOLTZMAN DIRECTOR AT LARGE 0.25 X 0 0 0 WILLIAM E HOPKINS DIRECTOR AT LARGE 0.25 X 0 0 0 MICHAEL JARRATT DIRECTOR AT LARGE 0.25 X 0 0 0 STEVE KAHNG DIRECTOR AT LARGE 0.25 X 0 0 0 WILLIAM F KEMP DIRECTOR AT LARGE 0.25 X 0 0 0 MICAH J KING DIRECTOR AT LARGE 0.25 X 0 0 0 LEE KUGLE DIRECTOR AT LARGE 0.25 X 0 0 0 JONATHAN LASS DIRECTOR AT LARGE 0.25 X 0 0 0 ALEX PETTITT DIRECTOR AT LARGE 0.25 X 0 0 0 DANIEL B POWELL III DIRECTOR AT LARGE 0.25 X 0 0 0 DANIEL J PRICE DIRECTOR AT LARGE 0.25 X 0 0 0 REAGAN REAUD DIRECTOR AT LARGE 0.25 X 0 0 0 WILLIAM F STUTTS DIRECTOR AT LARGE 0.25 X 0 0 0 ERIC TIBLIER DIRECTOR AT LARGE 0.25 X 0 0 0 JOHN WANG DIRECTOR AT LARGE 0.25 X 0 0 0 PATRICK L WATKINS DIRECTOR AT LARGE 0.25 X 0 0 0 JIM WHORTON DIRECTOR AT LARGE 0.25 X 0 0 0 MATT WILLIAMS DIRECTOR AT LARGE 0.25 X 0 0 0 EVA WOMACK DIRECTOR AT LARGE 0.25 X 0 0 0 JAMES WOOD DIRECTOR AT LARGE 0.25 X 0 0 0 CARLOS ZAFFARINI JR DIRECTOR AT LARGE 0.25 X 0 0 0 KAREY ODDO DIRECTOR AT LARGE 0.25 X 0 0 0 MARSHA STAATS DIRECTOR AT LARGE 0.25 X 0 0 0 ERIC VENDITTI DIRECTOR AT LARGE 0.25 X 0 0 0 ISABEL WELLAND DIRECTOR AT LARGE 0.25 X 0 0 0 DAVID PRATT CEO/EXECUTIVE DIRECTOR 45.00 0.50 X 189000 0 10213 PETER BAY MUSIC DIRECTOR 45.00 X 181912 0 8271 370912 0 18484 2 0 1 0 0 101100 585030 437232 2646542 16414 3769904 TICKET SALES 900099 1883778 1883778 SPECIAL EVENTS/GRANTS/CONTRACTS 900099 488506 488506 2372284 71375 71375 172 172 1213130 1155154 57976 57976 57976 322039 101100 152988 169051 169051 MISCELLANEOUS REVENUES 900099 153851 153851 153851 6594613 2526135 0 298574 389396 289790 99606 2925935 2091401 515360 319174 82576 81385 1179 12 123548 73824 26868 22856 257089 189882 41597 25610 15036 12773 2263 21800 21800 56000 56000 2232 2232 175628 139403 1575 34650 245941 245941 193613 127357 49389 16867 126489 76331 43571 6587 245719 10338 235381 2060 1748 275 37 52961 995 25358 26608 16172 16172 29551 8348 21203 29072 551 28521 ORCHESTRA AND PRODUCTIO 1130168 1130168 BANK/CREDIT CARD CHARGE 110572 72183 38389 EVENTS 110249 27243 83006 OTHER DIRECT EXPENSES 2030 1000 50 980 6343837 4580661 1132400 630776 946323 476798 2555116 3576336 603885 610139 173849 320487 156712 4529112 1174715 3258394 3354397 478162 153103 8162367 8501334 115176 134206 918308 980512 500000 494645 1533484 1609363 X 6205419 6220853 423464 671118 6628883 6891971 8162367 8501334 250776 12312 0 X X 0 1 X 1 0 X 2512007 2942164 3357988 5386922 3822919 18022000 2202633 2007562 788292 2084025 2372284 9454796 4714640 4949726 4146280 7470947 6195203 27476796 274785 288634 538898 138800 739441 1980558 0 274785 288634 538898 138800 739441 1980558 25496238 133777 53992 12015 15584 71547 286915 133777 53992 12015 15584 71547 286915 104000 106457 54096 56484 269887 590924 4952417 5110175 4212391 7543015 6536637 28354635 0.89920 0.91510 0.01010 0.01250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14014885 68366 1145651 585030 14643872 16975306 55620 -2463491 552550 14014885 13913767 395331 3189099 522891 16975306 12846439 62817 1502764 498253 13913767 12701181 152954 469783 456804 20675 12846439 0.02190 0.80800 0.17010 0 1 1 4081738 843460 3238278 86222 86222 0 361152 245033 116119 3354397 7506533 12312 119213 782627 914152 6592381 2232 2232 6594613 6623606 119213 162788 282001 6341605 2232 2232 6343837 PART V, LINE 4: ENDOWMENT FUND ASSETS ARE HELD BY THE AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST (THE "TRUST") AND ARE USED TO SUPPORT THE ACTIVITIES OF THE AUSTIN SYMPHONY ORCHESTRA SOCIETY, INC. THE TRUST IS A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. PART XI, LINE 2D - OTHER ADJUSTMENTS: THE AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST 629,639. SPECIAL EVENTS EXPENSE 152,988. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 152,988. THE AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST 9,800. X X X X X X X 1 FBC GENEROSITY EXPERTS 1020 BALANCED ROCK PL ROUND ROCK TX 78681 PROFESSIONAL FUNDRAISING CAMPAIGN 0 0 56000 0 56000 MAESTRO'S DREAM 423139 101100 322039 49859 103129 423139 101100 322039 49859 103129 152988 169051 SCHEDULE G, PART I, LINE 2B, COLUMN (V) ASO HAS HIRED A PROFESSIONAL FUNDRAISER, FBC GENEROSITY EXPERTS, TO EXECUTE A FUNDRAISING CAMPAIGN RELATIVE TO A BUILDING PROJECT. X X X 0 0 0 0 0 0 0 0 0 DAVID PRATT CEO/EXECUTIVE DIRECTOR 189000 0 0 0 0 0 0 0 10213 0 199213 0 0 0 PETER BAY MUSIC DIRECTOR 181912 0 0 0 0 0 0 0 8271 0 190183 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REGULARLY MEETS AND REVIEWS ANY CHANGES IN ACTIVITIES FOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND CHAIRMAN EVALUATE THE EXECUTIVE DIRECTOR'S PERFORMANCE AFTER DISCUSSION AND GOAL SETTING WITH HIM AND WITH INPUT FROM STAFF AND BOARD MEMBERS. HIS COMPENSATION IS BASED ON A REVIEW OF AND COMPARISON WITH PUBLIC INFORMATION AND INDUSTRY BENCHMARKS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS OPEN TO PUBLIC INSPECTION ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE DURING THE YEAR. AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST 1806 RIO GRANDE AUSTIN TX 78701 746435533 TYPE I SUPPORTING ORGANIZATION TX 501(C)(3) LINE 12A, I THE AUSTIN SYMPHONY ORCHESTRA SOCIETY INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 THE AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST C 585030 CASH