2024-02-05T14:33:39-05:00 2023-05-31 561138530 BUTLER BURKE LLP 100 CLUB OAKS COURT SUITE A WINSTONSALEM NC 27104 990 2022-06-01 560692826 WINSTON-SALEM SYMPHONY ASSOCIATION WINS 3367251035 301 N MAIN ST SUITE 1901 WINSTONSALEM NC 27101 E MERRITT VALE PRESIDENT & CEO 3367251035 2024-02-05 true E MERRITT VALE 999009999 false JANE R POTTER P01057495 3367682310 2024-02-05 2022 2023-04-26 12:10:37Z E MERRITT VALE 301 N MAIN ST SUITE 1901 WINSTONSALEM NC 27101 2888799 false X WWW.WSSYMPHONY.ORG X 1946 NC TO BRING MUSIC TO LIFE. 30 30 111 159 18175 2473738 1640950 673729 886675 299397 281200 24699 -53784 3471563 2755041 0 0 1597663 1552179 0 258586 1337190 1484969 2934853 3037148 536710 -282107 6175789 6418839 62126 807577 6113663 5611262 X TO BRING MUSIC TO LIFE: BELIEVING THAT MUSIC HAS THE POWER TO INSPIRE, THE WINSTON-SALEM SYMPHONY WILL FULFILL THIS MISSION BY ENRICHING THE COMMUNITY WITH LIVE MUSIC. THE SYMPHONY BRINGS PERFORMANCES, EDUCATIONAL PROGRAMS, AND COMMUNITY ENGAGEMENT INITIATIVES TO WHERE PEOPLE LIVE AND DESIRES FOR AUDIENCES TO EXPERIENCE MUSIC IN A WAY THAT IS RELEVANT AND MEANINGFUL TO THEIR OWN LIVES. THROUGH MUSIC, THE WINSTON-SALEM SYMPHONY ASPIRES TO CREATE SHARED EXPERIENCES AND CONNECTIONS THAT IMPROVE THE QUALITY OF LIFE IN WINSTON-SALEM AND THROUGHOUT THE REGION. false false 1451039 837910 PERFORMANCES: 37 IN-PERSON PERFORMANCES (CLASSICS, POPS, FAMILY, AND CHORUS) AND EDUCATIONAL PROGRAMS SERVING 39,152 AUDIENCE MEMBERS. 427536 77548 PUBLIC SCHOOL INSTRUCTION: SUMMER PLAY MUSIC CAMP SERVED 34 STUDENTS OVER 7 WEEKS AND SUMMER YOUTH ORCHESTRA FESTIVAL SERVED 48 STUDENTS OVER A ONE- WEEK CAMP. PROVIDED 336 IN-PERSON CLASSES FOR 185 STUDENTS FOR OUR PLAY MUSIC PROGRAM (PIEDMONT LEARNING ACADEMY FOR YOUTH). PROVIDED 120 IN-PERSON REHEARSALS FOR 170 YOUTH ORCHESTRA STUDENTS OF VARYING LEVELS AND GROUPS (CHAMBER SINFONIA/PREMIERE STRINGS, YOUTH PHILHARMONIC, AND YOUTH SYMPHONY). PROVIDED 81 ENSEMBLE PERFORMANCES AT ELEMENTARY SCHOOLS FOR 14,379 4TH AND 5TH GRADE STUDENT INTERACTIONS. 1878575 true true false false false false false false false true true false false true true true true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 103 0 true 111 true true true false false false false true true false false false false false false X 30 30 false false false false false false false true true false false false true true true true true true false false NC X AMANDA NORMAN 3367251035 301 N MAIN ST SUITE 1901 WINSTONSALEM NC 27101 E MERRITT VALE PRESIDENT & 40.00 X 146042 0 11990 ELI KAYNOR DIRECTOR 1.00 X 5416 0 0 JONATHAN ALLEN DIRECTOR 1.00 X 0 0 0 ALICE ANDERSON DIRECTOR 1.00 X 0 0 0 BETSY ANNESE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER GYVES DIRECTOR 1.00 X 0 0 0 CINDY ROTHSCHILD DIRECTOR 1.00 X 0 0 0 DAVID LEVY DIRECTOR 1.00 X 0 0 0 DEBBIE WESLEY-FARRINGTON DIRECTOR 1.00 X 0 0 0 DENISE ROBINSON DIRECTOR 1.00 X 0 0 0 FRANK JAMES DIRECTOR 1.00 X 0 0 0 DAWNIELLE GRACE END 122022 DIRECTOR 1.00 X 0 0 0 GREGORY HOLTHUSEN END 2723 DIRECTOR 1.00 X 0 0 0 JEFFERY LINDSAY DIRECTOR 1.00 X 0 0 0 JIM DOSSINGER DIRECTOR 1.00 X 0 0 0 LEW SAPHAR DIRECTOR 1.00 X 0 0 0 MALCOLM BROWN DIRECTOR 1.00 X 0 0 0 MARY TUCKER END 11723 DIRECTOR 1.00 X 0 0 0 MICHAEL LISCHKE DIRECTOR 1.00 X 0 0 0 PAM HOWELL DIRECTOR 1.00 X 0 0 0 STEPHEN KRAMER DIRECTOR 1.00 X 0 0 0 STEVE HOLLAND DIRECTOR 1.00 X 0 0 0 STEVE KARR DIRECTOR 1.00 X 0 0 0 SUE HENDERSON DIRECTOR 1.00 X 0 0 0 WILLIAM F CLINGMAN III DIRECTOR 1.00 X 0 0 0 RYAN GAYLORD DIRECTOR 1.00 X 0 0 0 DEREK HICKS DIRECTOR 1.00 X 0 0 0 KENNETH BOYLES DIRECTOR 1.00 X 0 0 0 CHRIS LEAK DIRECTOR 1.00 X 0 0 0 WILL MUNSTER DIRECTOR 1.00 X 0 0 0 MATTHEW BRYANT DIRECTOR 1.00 X 0 0 0 ARTHUR DEBAUGH DIRECTOR 1.00 X 0 0 0 CAROL REEVE BOARD CHAIR 1.00 X X 0 0 0 JAY REED BOARD CHAIR 1.00 X X 0 0 0 THOMAS BORNEMANN TREASURER 1.00 X X 0 0 0 PAM CASH SECRETARY 1.00 X X 0 0 0 ANN FRITCHMAN MERKEL IMMEDIATE PA 1.00 X X 0 0 0 151458 11990 1 false true false 263750 64925 1312275 37421 1640950 ADMISSIONS 711110 656036 656036 PERFORMANCE FEES 711110 153091 153091 YOUTH 711110 77548 77548 886675 281200 281200 33016 64925 133758 -100742 -100742 MISCELLANEOUS 900099 28783 28783 PROGRAM ADVERTISING 541800 18175 18175 46958 2755041 915458 18175 180458 162191 99852 47997 14342 1206645 768733 336095 101817 78890 29823 38517 10550 104453 66641 29021 8791 18000 18000 28333 28333 110520 17735 58760 34025 114035 86058 1896 26081 36630 2047 13582 21001 15283 15283 9975 9176 555 244 8808 8808 24569 24569 GUEST ARTIST FEES 329242 329242 LABOR 234871 189896 34518 10457 LEASE COSTS 228061 135433 92628 MUSIC DIRECTOR SEARCH 98140 98140 228502 143939 53285 31278 3037148 1878575 899987 258586 52591 48658 590049 446122 104414 205581 97535 38105 28838 44657 189247 137432 60623 51815 5241739 5001018 582883 6175789 6418839 46192 35364 15934 183104 589109 62126 807577 X 2063338 1832140 4050325 3779122 6113663 5611262 6175789 6418839 X -282107 -218652 -1642 X false true X true false X 1898785 1967871 1942651 2473738 1640950 9923995 960820 1016738 87876 679498 915458 3660390 10050 19345 5675 4950 33016 73036 2869655 3003954 2036202 3158186 2589424 13657421 927987 927135 380754 329361 417690 2982927 927987 927135 380754 329361 417690 2982927 10674494 127886 172041 164721 299397 281200 1045245 127886 172041 164721 299397 281200 1045245 2997541 3175995 2200923 3457583 2870624 14702666 0.72600 0.74110 0.07000 0.06000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5241739 -19919 192469 28333 5001018 5587868 190000 -313031 192469 30629 5241739 4569482 190000 1013682 185296 5587868 4420232 190000 123032 163782 4569482 3315185 1290604 14713 200270 4420232 0.53710 0.46290 true false 189247 137432 51815 51815 RIGHT-OF-USE ASSETS 582883 582883 RIGHT-OF-USE LIABILITIES 589109 589109 X 2699199 -218652 57385 133758 -27509 2726708 28333 28333 2755041 3199958 57385 133758 191143 3008815 28333 28333 3037148 SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPLEMENT THE OPERATIONS AND PROGRAMS OF THE WINSTON-SALEM SYMPHONY ASSOCIATION. SCHEDULE D, PAGE 3, PART X THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, INCOME TAX EXPENSE IS LIMITED TO ACTIVITIES THAT ARE DEEMED BY THE INTERNAL REVENUE SERVICE TO BE UNRELATED TO THEIR EXEMPT PURPOSE. THE ASSOCIATIONS PRIMARY TAX POSITIONS RELATE TO ITS STATUS AS A NOT-FOR PROFIT ENTITY EXEMPT FROM INCOME TAXES AND CLASSIFICATION OF ACTIVITIES RELATED TO ITS EXEMPT PURPOSE. IT IS THE OPINION OF MANAGEMENT THAT THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD BE SUBJECT TO CHANGE UPON EXAMINATION. THE ASSOCIATION IS REQUIRED TO FILE A FEDERAL EXEMPT ORGANIZATION TAX RETURN (FORM 990) ANNUALLY TO RETAIN ITS EXEMPT STATUS. THE ASSOCIATION IS ALSO REQUIRED TO FILE AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) FOR ANY YEAR GROSS UNRELATED BUSINESS INCOME EXCEEDS 1,000. THE ASSOCIATIONS FORM 990 FILINGS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES NETTED WITH REVENUE 133,758 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES NETTED WITH REVENUE 133,758 75TH ANNIVERSAR 97941 64925 33016 133758 97941 64925 33016 133758 133758 -100742 false false false false false false false false false E MERRITT VALE PRESIDENT & CEO 144525 1517 11990 158032 X 4 36108 FAIR MARKET VALUE X MEALS 2 1313 FAIR MARKET VALUE false false false FORM 990 - ORGANIZATION'S MISSION TO BRING MUSIC TO LIFE: BELIEVING THAT MUSIC HAS THE POWER TO INSPIRE, THE WINSTON-SALEM SYMPHONY WILL FULFILL THIS MISSION BY ENRICHING THE COMMUNITY WITH LIVE MUSIC. THE SYMPHONY BRINGS PERFORMANCES, EDUCATIONAL PROGRAMS, AND COMMUNITY ENGAGEMENT INITIATIVES TO WHERE PEOPLE LIVE AND DESIRES FOR AUDIENCES TO EXPERIENCE MUSIC IN A WAY THAT IS RELEVANT AND MEANINGFUL TO THEIR OWN LIVES. THROUGH MUSIC, THE WINSTON-SALEM SYMPHONY ASPIRES TO CREATE SHARED EXPERIENCES AND CONNECTIONS THAT IMPROVE THE QUALITY OF LIFE IN WINSTON-SALEM AND THROUGHOUT THE REGION. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE AND AUDIT COMMITTEE IS AUTHORIZED BY THE FULL BOARD TO REVIEW AND ACCEPT THE FORM 990 BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE DIRECTORS WHO ARE THEN ASKED TO SIGN THE POLICY VERIFYING THEIR UNDERSTANDING AND ACCEPTANCE. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE PRESIDENT & CEO AND MUSIC DIRECTOR IS A RESULT OF THE ANNUAL BUDGETING PROCESS. BOTH THE BOARD PRESIDENT AND THE PERSONNEL COMMITTEE CHAIR ARE INVOLVED IN THE DETERMINATION OF THE DOLLAR AMOUNT. INDUSTRY COMPARABILITY DATA FOR THE PRESIDENT & CEO AND MUSIC DIRECTOR'S COMPENSATION IS CONSULTED AND UPDATED ANNUALLY THROUGH THE LEAGUE OF AMERICAN ORCHESTRAS WITH RESPECT TO ORCHESTRAS OF A SIMILAR BUDGET SIZE. MINUTES OF SUCH DELIBERATIONS ARE NOT AVAILABLE. FORM 990, PAGE 6, PART VI, LINE 19 THE SYMPHONY'S FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST FROM THE CHIEF FINANCIAL & ADMINISTRATIVE OFFICER. CONFLICT OF INTEREST POLICIES AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE PRESIDENT & CEO. FORM 990, PART XI, LINE 9 CUMULATIVE EFFECT ADJ. FOR NEW LEASE STANDARD -1,642