2026-03-09T11:11:33-05:00 2025-06-30 161131146 BONADIO & CO LLP 7557 RAMBLER RD SUITE 600 DALLAS TX 75231 990 2024-07-01 751929103 PLANO SYMPHONY ORCHESTRA ASSOCIATION PLAN 9724737262 1635 DORCHESTER DRIVE PLANO TX 75075 GREGORY PATTERSON PRESIDENT/CEO 9724737262 2026-03-09 1 1 KAITLYN SZCZESNIAK P02212765 5853811000 2026-03-07 2024 2025-03-06 01:10:19Z GREGORY PATTERSON 1635 DORCHESTER DRIVE PLANO TX 75075 3254538 0 X WWW.PLANOSYMPHONY.ORG X 1983 TX IT IS THE MISSION OF OUR ORCHESTRA TO INSPIRE, EDUCATE, ENTERTAIN AND INVOLVE THE CHILDREN, YOUTH AND ADULTS OF OUR COMMUNITY IN THE ENJOYMENT OF GREAT MUSIC. 29 29 17 125 0 0 1355121 1924045 827099 896466 39685 14022 32696 3968 2254601 2838501 0 0 0 0 714586 826560 0 0 278553 1412056 1653723 2126642 2480283 127959 358218 1914104 2467606 885518 1044442 1028586 1423164 X IT IS THE MISSION OF OUR ORCHESTRA TO INSPIRE, EDUCATE, ENTERTAIN AND INVOLVE THE CHILDREN, YOUTH AND ADULTS OF OUR COMMUNITY IN THE ENJOYMENT OF GREAT MUSIC. THE PSO'S EDUCATION VISION IS TO ENSURE THAT MUSIC IS AVAILABLE TO AS MANY PEOPLE AS POSSIBLE REGARDLESS OF AGE, RACE, ETHNICITY, OR SOCIO-ECONOMIC STATUS. 0 0 1892648 896466 THE PLANO SYMPHONY PRESENTS OVER 200 CONCERTS AND EVENTS EACH YEAR TO AN ANNUAL AUDIENCE OF OVER 100,000. THE 2024/2025 SEASON INCLUDED: SUBSCRIPTION SERIES OF 8 CONCERTS, SEPTEMBER THRU APRIL, ALL MADE AVAILABLE THROUGH A HYBRID PRESENTATION OF IN-PERSON AND LIVE STREAMING; FAMILY CONCERT SERIES OF 8 CONCERTS ACROSS 4 DIFFERENT CITIES; SCHOOL CONCERT EDUCATION PROGRAM PRESENTED 13 PERFORMANCES, REACHING 18,000 AREA 3RD-5TH GRADERS; ALL SCHOOLS RECEIVED A MUSICIAN VISIT (150+ IN TOTAL). OTHER EVENTS WERE HELD FOR AWARENESS, DONOR CULTIVATION AND APPRECIATION, AND MARKETING PURPOSES. 1892648 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 172 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TX X KAITLIN EINKAUF 9724737262 1635 DORCHESTER DRIVE PLANO TX 75075 RODRIGUEZ-GARCIA CARLOS DIRECTOR 1.00 X 0 0 0 RIGGS RYAN J DIRECTOR 1.00 X 0 0 0 PATON BOB DIRECTOR 1.00 X 0 0 0 PARKER WANDA PE DIRECTOR 1.00 X 0 0 0 ORR DAVID DIRECTOR 1.00 X 0 0 0 NAUMANN BING EX-OFFICIO (YOUNG PROFESSIONALS) 1.00 X 0 0 0 MUSE RALPH DIRECTOR 1.00 X 0 0 0 MORFORD DARLENE DIRECTOR 1.00 X 0 0 0 MILLER CHARLES DIRECTOR 1.00 X 0 0 0 LYNCH MIRNA DIRECTOR 1.00 X 0 0 0 LEE DR DOOHI DIRECTOR 1.00 X 0 0 0 KAUFFELDT HAL DIRECTOR 1.00 X 0 0 0 JOHNSON ARLENE DIRECTOR 1.00 X 0 0 0 GUZMAN HECTOR MUSIC DIRECTOR (EX-OFFICIO) 40.00 X 0 0 0 MILLS BRENDA CHAIRMAN 1.00 X X 0 0 0 FREEMAN NANCY VICE CHAIRMAN AND CHAIRMAN-ELECT 1.00 X X 0 0 0 BARNUM JULIANNE SECRETARY 1.00 X X 0 0 0 BARBER CRAIG TREASURER 1.00 X X 0 0 0 BAGGETT BOBBY DIRECTOR 1.00 X 0 0 0 VENNER TOM DIRECTOR 1.00 X 0 0 0 BALLARD LINDA DIRECTOR 1.00 X 0 0 0 CARLILE HEATHER DIRECTOR 1.00 X 0 0 0 CATER MARY JO DIRECTOR 1.00 X 0 0 0 DWIGHT TIM DIRECTOR 1.00 X 0 0 0 GORDON FABIAN DIRECTOR 1.00 X 0 0 0 BOEGER BRET DIRECTOR 1.00 X 0 0 0 WOOD SUE DIRECTOR 1.00 X 0 0 0 BROWNFIELD GARY DIRECTOR 1.00 X 0 0 0 HOBBS ALICE EXECUTIVE DIRECTOR EMERITUS 1.00 X 0 0 0 HOFFMAN SHAWN DIRECTOR 1.00 X 0 0 0 HUMMEL GLEN MUSICIAN LIAISON (EX-OFFICIO 1.00 X 0 0 0 LANDS JOANNA DIRECTOR 1.00 X 0 0 0 MILLER ALLIE MUSICIAN LIAISON (EX-OFFICIO 1.00 X 0 0 0 OSTEEN AMY DIRECTOR 1.00 X 0 0 0 SHILLER STALEY DIRECTOR 1.00 X 0 0 0 PATTERSON GREGORY PRESIDENT/CEO 40.00 X 105867 0 4359 105867 0 4359 2 0 0 0 0 80640 381821 1461584 13361 1924045 TICKET SALES 711110 430131 430131 SPONSORED CONCERTS 711110 244957 244957 OTHER 711110 128133 128133 EDUCATION INCOME 711110 93245 93245 896466 12595 12595 338862 337435 1427 1427 1427 82570 80640 78602 3968 3968 2838501 896466 0 17990 X 125260 50104 12526 62630 578658 365151 111795 101712 61992 37476 11314 13202 60650 35850 10740 14060 19011 19011 783962 783962 188338 188338 39609 634 38409 566 18361 11017 3121 4223 48830 29298 8301 11231 15144 338 14676 130 CONCERT PRODUCTION 361786 361786 FUNDRAISING EVENTS 68700 68700 EQUIPMENT MAINTENANCE 34034 600 32997 437 EDUCATION 28094 28094 47854 46192 1662 2480283 1892648 309082 278553 217017 334221 202654 191129 333107 435119 107459 170140 898354 297102 580121 601252 473746 735745 1914104 2467606 55022 85541 420399 558884 410097 400017 885518 1044442 X 580863 567961 447723 855203 1028586 1423164 1914104 2467606 358218 36360 0 X X 0 1 X 1 0 X 592800 1152315 738909 1355121 1924045 5763190 615508 882740 770022 827099 896466 3991835 97660 103153 96580 108911 82570 488874 46859 246148 293007 1305968 2138208 1605511 2337990 3149229 10536906 61091 554350 245886 571231 1057495 2490053 224580 206088 222666 256859 549829 1460022 285671 760438 468552 828090 1607324 3950075 6586831 5317 6698 12070 12039 12595 48719 5317 6698 12070 12039 12595 48719 1311285 2144906 1617581 2350029 3161824 10585625 0.62220 0.69350 0.00460 0.00500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 153912 13273 167185 143768 10861 153912 130324 13444 143768 150676 -20352 130324 135617 15059 150676 1.00000 1 0 99000 99000 553066 136343 416723 246288 160759 85529 601252 X 3149663 36360 274802 311162 2838501 0 2838501 2755085 274802 274802 2480283 0 2480283 PART X, LINE 2: AS OF JUNE 30, 2025, MANAGEMENT OF THE ASSOCIATION HAS DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND DOES NOT EXPECT THIS TO CHANGE IN THE NEXT TWELVE MONTHS. "ENCORE" GUILD 162745 80640 82105 500 6000 71698 1 465 465 404 163210 80640 82570 500 6000 72102 78602 3968 FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BYLAWS PROVIDE FOR AN ANNUAL ELECTION OF DIRECTORS. THE ELECTION IS HELD AT THE ANNUAL MEETING IN JUNE OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND BUSINESS OVERSIGHT COMMITTEE (A BOARD OF DIRECTORS APPOINTED COMMITTEE) WILL REVIEW THE FORM. THE FORM 990 WILL ALSO BE DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS BEFORE FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY FORMS ARE SIGNED ANNUALLY BY ALL DIRECTORS. THE EXECUTIVE COMMITTEE REVIEWS ALL CONFLICT OF INTEREST STATEMENTS WITH A VIEW TO MINIMIZING THE POTENTIAL FOR ANY DETRIMENTAL EFFECTS FROM CONFLICTS AND EXCESS BENEFITS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE. A REPORT OF ALL CONFLICTS VOTED DURING THE PRECEDING YEAR OR REPORTED BY DIRECTORS IS FORWARDED TO THE BOARD OF DIRECTORS BY THE EXECUTIVE COMMITTEE WITH A STATEMENT OF APPLICABLE EXCEPTIONS FOR EACH CONFLICT OR OF A FINDING OF NO CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 15A - THE PROCESS USED TO DETERMINE COMPENSATION UTILIZES THE ANNUAL SURVEY DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS (LAO). SALARY RANGE COMPARISONS ARE REVIEWED BASED ON BUDGET SIZE AND SIZE OF STAFF. COMPENSATION IS THEN BASED ON PERFORMANCE AND OVERALL CONTRIBUTION AS DETERMINED BY THE PERFORMANCE APPRAISAL COMMITTEE. 15B - THE PROCESS USED TO DETERMINE COMPENSATION FOR UTILIZES THE ANNUAL SURVEY DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS (LAO). SALARY RANGE COMPARISONS ARE REVIEWED BASED ON BUDGET SIZE AND SIZE OF STAFF. COMPENSATION IS THEN BASED ON PERFORMANCE AND OVERALL CONTRIBUTION AS DETERMINED BY THE PERFORMANCE APPRAISAL COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G ARTISTIC SERVICES: PROGRAM SERVICE EXPENSES 783,962. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 783,962. FORM 990, PART IX, LINE 24E BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,663. FUNDRAISING EXPENSES 763. TOTAL EXPENSES 26,426. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,684. FUNDRAISING EXPENSES 899. TOTAL EXPENSES 13,583. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,845. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,845. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE TO THE PROCESS.