2025-07-15T15:09:46-05:00 2024-08-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990 2023-09-01 746000068 THE AUSTIN SYMPHONY ORCHESTRA SOCIETY INC AUST 5124766064 1113 RED RIVER ST AUSTIN TX 78701 JIM GREEN INTERIM CEO/EXECUTIVE DIRECTOR 5124766064 2025-07-15 1 0 LAURA WILLARD P01310853 5123703200 2025-07-15 2023 2025-03-06 01:10:19Z X JIM GREEN 1113 RED RIVER ST AUSTIN TX 78701 7645020 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 71 246 100 0 0 3769904 3895646 2372284 2461599 129351 -53286 323074 257991 6594613 6561950 0 0 0 0 3778544 3894187 56000 98000 769588 2509293 2503930 6343837 6496117 250776 65833 8501334 8672562 1609363 1689331 6891971 6983231 TO PRESENT, PROMOTE, ENCOURAGE, AND ADVANCE MUSICAL EDUCATION AND ENJOYMENT OF ORCHESTRA MUSIC TO THE CITIZENS OF AUSTIN AND CENTRAL TEXAS. 0 0 4734362 2582230 THE AUSTIN SYMPHONY ORCHESTRA SOCIETY, INC. PERFORMED ITS REGULAR SUBSCRIPTION CONCERT SERIES FROM SEPTEMBER - MAY, COMPOSED OF 8 MASTERWORKS AND 4 POPS CONCERTS AS TICKETED EVENTS TO LIVE AUDIENCES. 4734362 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 1 0 0 0 0 1 1 1 0 0 1 97 0 246 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 1113 RED RIVER ST AUSTIN TX 78701 DAVID PRATT CEO/EXECUTIVE DIRECTOR 45.00 0.50 X 190800 0 9188 PETER BAY MUSIC DIRECTOR 45.00 X 177412 0 8107 ERNEST C BUTLER CHAIRMAN 0.25 0.50 X X 0 0 0 LINDA VAN BAVEL PRESIDENT 0.50 X X 0 0 0 BEN BENTZIN PAST PRESIDENT 0.25 X X 0 0 0 MARVIN BRITTMAN EXECUTIVE VICE PRESIDENT 0.25 X X 0 0 0 NINA NELMS 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 SUSAN SALCH CHAIR MARKETING 0.25 X X 0 0 0 PAUL BANCROFT CHAIR BANCROFT INITIATIVE 0.25 X 0 0 0 DOUGLAS M HARTMAN CHAIR FINANCE 0.25 X X 0 0 0 LEE KUGLE CHAIR EDUCATION 0.25 X X 0 0 0 DANIEL J PRICE CHAIR DEVELOPMENT 0.20 X X 0 0 0 CHARLES MURPHY CHAIR BANCROFT INITIATIVE 0.25 X X 0 0 0 ELENA GOYANES CHAIR GOVERNANCE 0.25 X X 0 0 0 JAY B STEWART CHAIR GOVT AFFAIRS 0.25 X 0 0 0 P ROGER WILLIAMSON CHAIR ORCHESTRA HOSPITALITY 0.25 X 0 0 0 ALEX PETTITT CHAIR REAL ESTATE 0.25 X 0 0 0 WENDY LARY ASSISTANT SECRETARY 0.25 X 0 0 0 ROGER BORGELT VICE CHAIR REAL ESTATE 0.25 X 0 0 0 LISA IRVIN VICE CHAIR ORCHESTRA HOSPITALITY 0.25 X 0 0 0 WILLIAM E HOPKINS VICE CHAIR MARKETING 0.25 X 0 0 0 MARY PADGETT VICE CHAIR GOVT AFFAIRS 0.25 X 0 0 0 TOM SELLERS VICE CHAIR GOVERNANCE 0.25 X 0 0 0 JOHN WANG VICE CHAIR FINANCE 0.25 X 0 0 0 SUSAN DOUGLAS VICE CHAIR EDUCATION 0.25 X 0 0 0 ADRIANNE NIXON VICE CHAIR DIVERSITY & COMMUNITY ENGAGEMENT 0.25 X 0 0 0 ROBERT BROOKS VICE CHAIR DEVELOPMENT 0.25 X 0 0 0 TOM NEVILLE EXECUTIVE COMMITTEE EX-OFFICIO 0.25 X 0 0 0 RONALD C JERNIGAN EXECUTIVE COMMITTEE EX-OFFICIO 0.25 X 0 0 0 MARY ANN HELLER EXECUTIVE COMMITTEE EX-OFFICIO 0.25 X 0 0 0 ANNA SPEIR EXECUTIVE COMMITTEE EX-OFFICIO 0.25 X 0 0 0 ALEGRIA ARCE HIBBETTS BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 JONATHAN LASS BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 ERIC TIBLIER BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 BRUCE F GRUBE BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 DANIEL COOLEY BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 BILL STUTTS BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 ERIC VENDITTI BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 BILL BUCHHOLZ BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 MICHAEL JARRATT BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 ANDREW CRUCE BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 JOHN H AKIN BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 JOHN A FIBIGER BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 BILL KEMP BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 DANNY POWELL BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 REAGAN REAUD BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 DARREN GIBSON BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 MARSHA STAATS BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 ISABEL WELLAND BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 STEPHANIE CAGNIART BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 EVA WOMACK BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 MICAH J KING BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 KAREY ODDO BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 JENNIFER GRAVENOR BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 DOUGLAS M DANFORTH BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 JIM WHORTON BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 PATRICK L WATKINS BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 CARLOS ZAFFARINI JR BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 KARL HOLTZMAN BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 PAULA DAMORE BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 KAREN LEEKE BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 CHRISTOPHER SIBLEY BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 STEVE KAHNG BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 JAMES WOOD BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 JONN CHERICO ARBOR SERIES BOARD OF TRUSTEES EX-OFFICIOCHAIR 0.25 X 0 0 0 TYLER VAHLDICK BOARD OF TRUSTEES EX-OFFICIO 0.25 X 0 0 0 STEVE WILSON BOARD OF TRUSTEES EX-OFFICIO 0.25 X 0 0 0 STACEY MCLEOD BREWER BOARD OF TRUSTEES EX-OFFICIO 0.25 X 0 0 0 LARAMIE R STROUD BOARD OF TRUSTEES EX-OFFICIO 0.25 X 0 0 0 JAMES D GREEN JR INTERIM CEO/EXECUTIVE DIRECTOR 15.00 0.10 X X 0 0 0 ARAMINTA SELLERS BOARD OF TRUSTEES EX-OFFICIO 0.25 X 0 0 0 368212 0 17295 2 0 1 0 0 83144 611222 256000 2945280 51952 3895646 TICKET SALES 900099 1972785 1972785 SPECIAL EVENTS/GRANTS/CONTRACTS 900099 488814 488814 2461599 148314 148314 685 685 715761 715678 201683 83 -201683 -201600 -201600 302384 83144 165709 136675 136675 MISCELLANEOUS REVENUES 900099 120631 120631 120631 6561950 2582230 0 84074 385507 285513 99994 3024694 2351238 340973 332483 111311 111299 12 88497 36075 28563 23859 284178 223921 33385 26872 50646 50646 25200 25200 98000 98000 2411 2411 116670 29675 10025 76970 181058 181011 47 205257 125494 61229 18534 115144 79805 28064 7275 65311 6874 58437 1741 1703 38 55077 560 21491 33026 18868 18868 56665 56665 85738 85738 ORCHESTRA AND PRODUCTIO 1202774 1202774 BANK/CREDIT CARD CHARGE 114769 86700 28069 OTHER DIRECT EXPENSES 107389 750 70440 36199 EVENTS 99212 10970 88242 6496117 4734362 992167 769588 476798 494822 3576336 2485205 610139 928767 173849 8100 156712 221636 4456335 361124 3354397 4095211 153103 438821 8501334 8672562 134206 171482 980512 1030812 494645 487037 1609363 1689331 X 6220853 6236224 671118 747007 6891971 6983231 8501334 8672562 65833 25427 0 X X 0 1 X 1 0 X 2942164 3357988 5386922 3822919 3895646 19405639 2007562 788292 2084025 2372284 2461599 9713762 4949726 4146280 7470947 6195203 6357245 29119401 288634 538898 138800 739441 1423839 3129612 0 288634 538898 138800 739441 1423839 3129612 25989789 53992 12015 15584 71547 148999 302137 53992 12015 15584 71547 148999 302137 106457 54096 56484 269887 241205 728129 5110175 4212391 7543015 6536637 6747449 30149667 0.86200 0.89920 0.01000 0.01010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14643872 578028 2712400 611222 17323078 14014885 68366 1145651 585030 14643872 16975306 55620 -2463491 552550 14014885 13913767 395331 3189099 522891 16975306 12846439 62817 1502764 498253 13913767 0.01800 0.71600 0.26600 0 1 1 3681637 3791 3677846 86222 86222 0 688476 271111 417365 4095211 10072444 25427 341984 3145494 3512905 6559539 2411 2411 6561950 7203082 341984 367392 709376 6493706 2411 2411 6496117 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 2,778,102. SPECIAL EVENTS EXPENSE 165,709. WRITE DOWN OF PROPERTIES 201,683. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 165,709. WRITE DOWN OF PROPERTIES 201,683. X X X X 1 FAYRUZ BENYOUSEF CONSULTING LLC 203 AGAVE BLOOM CV AUSTIN TX 78738 SPECIAL CAMPAIGN 0 0 98000 0 98000 TX MAESTRO'S DREAM 385528 83144 302384 47119 118590 385528 83144 302384 47119 118590 165709 136675 X X X 0 0 0 0 0 0 0 0 0 DAVID PRATT CEO/EXECUTIVE DIRECTOR 190800 0 0 0 0 0 0 0 9188 0 199988 0 0 0 PETER BAY MUSIC DIRECTOR 177412 0 0 0 0 0 0 0 8107 0 185519 0 0 0 X 1 12197 FMV X AUCTION ITEMS 20 35460 FMV X THANK YOU GIFTS 1 4294 FMV 0 1 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 1113 RED RIVER ST 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 611220 CASH