2026-05-29T13:35:09-05:00 2025-08-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990 2024-09-01 746000068 THE AUSTIN SYMPHONY ORCHESTRA SOCIETY INC AUST 5124766064 1113 RED RIVER ST AUSTIN TX 78701 JUSTUS ZIMMERMAN CEO/EXECUTIVE DIRECTOR 5124766064 2026-05-26 1 1 LAURA WILLARD P01310853 5123703200 2026-05-26 2024 2025-03-06 01:10:19Z JUSTUS ZIMMERMAN 1113 RED RIVER ST AUSTIN TX 78701 6558217 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. 63 62 270 100 0 0 3895646 2734449 2461599 2926986 -53286 76987 257991 277271 6561950 6015693 0 0 0 0 3894187 4070393 98000 0 701344 2503930 2811507 6496117 6881900 65833 -866207 8672562 7755197 1689331 1605733 6983231 6149464 TO PRESENT, PROMOTE, ENCOURAGE, AND ADVANCE MUSICAL EDUCATION AND ENJOYMENT OF ORCHESTRA MUSIC TO THE CITIZENS OF AUSTIN AND CENTRAL TEXAS. 0 0 5068622 2961863 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. 5068622 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 114 0 270 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 63 62 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X EVAN LAMBERT 5124766064 1113 RED RIVER ST AUSTIN TX 78701 ADRIANNE NIXON CHAIR DIVERSITY/COMMUNITY ENGAGEMENT 0.25 X X 0 0 0 ALEGRIA ARCE HIBBETTS BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 ALEX PETTITT CHAIR REAL ESTATE COMMITTEE 0.25 X 0 0 0 ANDREA HORNER SEMELS BOARD OF TRUSTEES EX-OFFICIO 0.25 X 0 0 0 ANDREW CRUCE BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 ASHLEY HYTEN REISCHMAN BOARD OF TRUSTEES EX-OFFICIO 0.25 X 0 0 0 BEN BENTZIN PAST PRESIDENT 0.25 X X 0 0 0 BENNIE DOWNING BOARD OF TRUSTEES EX-OFFICIO 0.25 X 0 0 0 BETH STEINBERG BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 BILL BUCHHOLZ BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 CARLOS ZAFFIRINI JR BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 CHARLES MURPHY EXECUTIVE COMMITTEE EX-OFFICIO 0.25 X 0 0 0 DANIEL B POWELL III BOARD OF TRUSTEES AT LARGE 0.25 0.25 X 0 0 0 DARREN GIBSON LEGAL COUNSEL 0.25 X X 0 0 0 DOROTHY BUTLER 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 DOUGLAS M HARTMAN CHAIR FINANCE 0.25 X X 0 0 0 ELENA GOYANES BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 ERIC TIBLIER BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 ERIC VENDITTI BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 ERNEST C BUTLER EXECUTIVE COMMITTEE EX-OFFICIO 0.25 0.25 X 0 0 0 EVA WOMACK BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 ISABEL WELLAND CHAIR DEVELOPMENT 0.25 X X 0 0 0 JAY B STEWART CHAIR GOVERNMENT AFFAIRS COUNCIL 0.25 X 0 0 0 JENNIFER GRAVENOR BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 JIM WHORTON BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 JOHN G WANG VICE CHAIR FINANCE 0.25 X 0 0 0 JOHN H AKIN BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 JONATHAN LASS BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 JONATHAN ROUSE EXECUTIVE COMMITTEE EX-OFFICIO 0.25 X 0 0 0 KARL HOLTZMAN BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 LARAMIE R STROUD BOARD OF TRUSTEES EX-OFFICIO 0.25 X 0 0 0 LEE KUGLE CHAIR EDUCATION 0.25 X X 0 0 0 LINDA VAN BAVEL PRESIDENT 0.50 0.25 X X 0 0 0 LINDSEY RIMA FELIX SECRETARY 0.25 X X 0 0 0 MARSHA STAATS BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 MARVIN BRITTMAN EXECUTIVE VICE PRESIDENT 0.25 0.25 X X 0 0 0 MARY ANN HELLER EXECUTIVE COMMITTEE EX-OFFICIO 0.25 X 0 0 0 MARY PADGETT BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 MELANIE WALTERS BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 MICAH J KING VICE CHAIR DIVERSITY/COMMUNITY ENGAGEMENT 0.25 X 0 0 0 MICHAEL JARRATT BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 NINA NELMS EXECUTIVE VICE PRESIDENT, FRC REP 0.25 X X 0 0 0 P ROGER WILLIAMSON CHAIR ORCHESTRA HOSPITALITY 0.25 X 0 0 0 PATRICK L WATKINS BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 PAULA DAMORE BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 REAGAN REAUD BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 ROBERT BROOKS BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 ROCHELLE KRAUS BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 ROGER BORGELT VICE CHAIR REAL ESTATE COMMITTEE 0.25 X 0 0 0 RONALD C JERNIGAN CHAIRMAN 0.50 X X 0 0 0 STACEY MCLEOD BREWER EXECUTIVE COMMITTEE EX-OFFICIO 0.25 X 0 0 0 STEPHANIE CAGNIART BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 STEVE KAHNG BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 SUSAN DOUGLAS VICE CHAIR EDUCATION 0.25 X 0 0 0 SUSAN SALCH CHAIR MARKETING 0.25 X X 0 0 0 THOMAS M NEVILLE EXECUTIVE COMMITTEE EX-OFFICIO 0.25 0.25 X 0 0 0 TOM SELLERS CHAIR GOVERNANCE 0.25 X X 0 0 0 WENDY LARY BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 WILLIAM E HOPKINS BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 WILLIAM F STUTTS CHAIR ARTISTIC ADVISORY 0.25 X 0 0 0 WILLIAM H BINGHAM BOARD OF TRUSTEES AT LARGE 0.25 X 0 0 0 JUSTUS ZIMMERMAN CEO / EXECUTIVE DIRECTOR 40.00 0.50 X X 31949 0 0 JAMES D GREEN EXECUTIVE COMMITTEE EX-OFFICIO AT LARGE 40.00 0.25 X 66059 0 0 RICHARD ROCHE CFO 40.00 X 128100 0 7804 PETER BAY MUSIC DIRECTOR 40.00 X 182412 0 7516 MAGGIE THOMPSON DIRECTOR OF ADVANCEMENT 40.00 X 119635 0 7804 SANDRA CULHANE DIRECTOR OF ARTISTIC OPERATIONS 40.00 X 116720 0 7531 644875 0 30655 4 0 1 0 0 140170 615112 111800 1867367 55844 2734449 TICKET SALES 900099 2252815 2252815 SPECIAL EVENTS/GRANTS/ 900099 674171 674171 2926986 78630 78630 255 255 360793 362436 -1643 -1643 -1643 422227 140170 180088 242139 242139 MISCELLANEOUS REVENUES 900099 34877 34877 34877 6015693 2961863 0 319381 423840 189928 233912 3109861 2561251 264056 284554 107233 104383 2850 123004 77343 20108 25553 306455 244945 38354 23156 2050 2050 26950 26950 2016 2016 220454 17688 72886 129880 246281 245687 395 199 182483 91881 60205 30397 183045 80098 86156 16791 661459 602005 39922 19532 4087 64 3950 73 4496 2162 1056 1278 18161 18161 185240 185240 42356 42356 ORCHESTRA AND PRODUCTIO 831447 749170 11063 71214 BANK/CREDIT CARD CHARGE 113686 91367 22319 EVENTS 81305 7141 74164 OTHER DIRECT EXPENSES 5991 3509 248 2234 6881900 5068622 1111934 701344 494822 774545 2485205 1268740 928767 807667 8100 90288 221636 264709 4631466 546364 4095211 4085102 438821 464146 8672562 7755197 171482 119132 1030812 1007879 487037 478722 1689331 1605733 X 6236224 5430391 747007 719073 6983231 6149464 8672562 7755197 -866207 32440 0 X X 0 1 X 1 0 X 3357988 5386922 3822919 3895646 2734449 19197924 788292 2084025 2372284 2461599 2926986 10633186 4146280 7470947 6195203 6357245 5661435 29831110 538898 138800 739441 1065939 721453 3204531 0 538898 138800 739441 1065939 721453 3204531 26626579 12015 15584 71547 148999 78885 327030 12015 15584 71547 148999 78885 327030 54096 56484 269887 241205 277016 898688 4212391 7543015 6536637 6747449 6017336 31056828 0.85740 0.86200 0.01050 0.01000 X PART III, LINE 12E $242,139 NET SPECIAL EVENT REVENUE $34,877 MISCELLANEOUS REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17323079 3258471 2240455 615115 22206890 14643872 578028 2712400 611222 17323078 14014885 68366 1145651 585030 14643872 16975306 55620 -2463491 552550 14014885 13913767 395331 3189099 522891 16975306 0.01441 0.70556 0.28003 0 1 1 3855594 100188 3755406 86222 86222 0 689650 359954 329696 4085102 11258588 32440 138320 5074151 5244911 6013677 2016 2016 6015693 7198292 138320 180088 318408 6879884 2016 2016 6881900 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 4,894,063. SPECIAL EVENTS EXPENSE 180,088. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 180,088. MAESTRO'S DREAM 562397 140170 422227 49277 130811 562397 140170 422227 49277 130811 180088 242139 X X X 0 0 0 0 0 0 0 0 0 PETER BAY MUSIC DIRECTOR 182412 0 0 0 0 0 0 0 7516 0 189928 0 0 0 X AUCTION ITEMS 6 55844 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 615112 CASH