2025-04-10T13:06:36-05:00 2024-05-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-06-01 741157373 Houston Symphony Society HOUS 7132244240 615 Louisiana St 102 Houston TX 77002 Elizabeth Condic CFO 7132244240 2025-04-10 1 0 Barbara Murphy P01386215 7134395739 2023 2025-03-06 01:10:19Z Gary Ginstling 615 Louisiana St 102 Houston TX 77002 39804130 0 X www.houstonsymphony.org X 1913 TX Orchestral performances, educational programs, and community activities. 100 100 631 675 88980 0 22665031 27176966 10507188 11746182 76322 82392 124984 -220662 33373525 38784878 0 0 0 0 22648502 24541126 69603 97815 4039585 11719359 12306344 34437464 36945285 -1063939 1839593 7742932 13065626 19761307 23244408 -12018375 -10178782 X The mission of the Houston Symphony is to inspire and engage a large and diverse audience in Greater Houston and beyond through exceptional orchestral performances, educational programs and community activities. 0 0 25194234 11527684 Artistic Endeavors: Under Music Director Juraj Valcuha, the Houston Symphony continues its second century inspiring and engaging a large and diverse audience in Houston and beyond through exceptional musical performances and creating enduring impact in the Houston community. Today, with an operating budget of $40.7 million, the full-time ensemble of professional musicians presents more than 130 concerts annually, making it the largest performing arts organization in Houston. Continued on Schedule O Artistic Endeavors (continued): After the challenges of the Covid-19 pandemic, the Symphony remains committed to livestreaming its 2024-25 Season to a broad audience in over 45 countries and all 50 states, one of few American orchestras dedicated to transmitting live performances to a sizeable audience outside its home city through this technology.Highlights of the 2023-2024 classical season began with Music Director Juraj Valcuha opening his second season as Music Director conducting Poulenc's Gloria; as well as performances of Berlioz' Symphonie Fantastique; Rachmaninoff's Symphonic Dances and Ravel's La Valse; Mahler's Symphony No. 6; Beethoven's Symphony No. 3, Eroica; Richard Strauss' Four Last Songs and Alpine Symphony; and a spectacular semi-staging of Richard Strauss' opera Salome. Memorable returning guest artists this season included conductors Christoph Eschenbach, Fabien Gabel, Michael Krajewski, Andres Orozco-Estrada, Itzhak Perlman, David Robertson, Lucas Waldin, and Xian Zhang; pianists Behzod Abduraimov, Emanuel Ax, Alexandra Dariescu, and Jean-Yves Thibaudet; violinists Augustin Hadelich, Lang Lang, Itzhak Perlman; sopranos Erin Morley and Lauren Snouffer; mezzo-soprano Kelley O'Connor; baritones Mark S. Doss and Andrew Foster-Williams; and vocalists Norm Lewis and Tony DeSare. Making Houston Symphony debuts in the 2023-24 season were conductors Jeannette Sorrell and Thomas Wilkins; pianist Seong-Jin Cho; violinist Valeriy Sokolov; sopranos Amanda Forsythe, Jennifer Holloway, Susanna Phillips, and Rachel Willis-Sorensen; mezzo-soprano Linda Watson; countertenors Daniel Bubeck, Brian Cummings, and Nathan Medley; tenors John Daszak and Ed Lyon; baritone Davne Tines; bass-baritone Kevin Deas; vocalists Mandy Gonzalez, Crystal Monee Hall, and Catherine Russell; and jazz ensemble The Marcus Roberts Trio; as well as brilliant soloist turns from Houston Symphony Concertmaster Yoonshin Song and Principal Cello Brinton Averil Smith. Principal POPS Conductor Steven Reineke launched his seventh season with special guest star Norm Lewis in a concert of great Broadway showstoppers. Former Principal POPS Conductor Michael Krajewski was joined by a rock super-group of musicians for "GO NOW! A Tribute to The Moody Blues." Guest conductor Lucas Waldin lead the orchestra and vocal soloists in rafter-shaking diva anthems; Steven Reineke and the orchestra were joined by Tony DeSare for "Swingin' Sinatra: A New Year's Celebration," by the Marcus Roberts Trio for a new take on Gershwin's Rhapsody in Blue, and by Cyrstal Monee Hall and Josh Sklair for "At Last! A Tribute to Etta James." Steven Reineke also led a program of contemporary Broadway hits before closing the season with "The Music of Star Wars" that included music from all nine Star Wars films. 5046607 129518 Education and Community Engagement: The Houston Symphony is committed to increasing the quality of life in Houston by addressing priority community issues including education, healthcare, building community between disparate populations, and improving the welfare of underserved populations. The Symphony accomplishes this by presenting an extraordinary range of music education and community engagement programs both inside Jones Hall and in community venues throughout the Greater Houston area. Continued on Schedule OEducation and Community Engagement (continued): Through nearly 1,000 events with Houston Symphony musicians and community-embedded musicians, the Society serves a wide range of Houstonians that reflects the diversity of the city in partnership with schools, community centers, hospitals, and other non-profits. Whether they are students, cancer patients, refugees, or homeless families, we put the people we serve first, asking how music can best meet their needs. Our goal is to remove economic and geographical barriers to music so that Houstonians from all walks of life can benefit from the art form. Traditionally, Houston Symphony Education and Community Engagement programs serve nearly 200,000 Houstonians of all ages and backgrounds each season, and these activities represented an investment of $5.0 million, or more than 13% of the annual organization budget, during the 2023-24 Season. 30240841 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 164 0 1 631 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 100 100 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Elizabeth Condic CPA 7132381465 615 Louisiana St Ste 102 Houston TX 77002 Barbara Burger President 4.00 0.00 X X 0 0 0 Janet Clark Chair 4.00 0.00 X X 0 0 0 John Rydman Immediate Past President 4.00 0.00 X X 0 0 0 Mike Stude Chairman Emeritus 4.00 0.00 X X 0 0 0 Paul Morico General Counsel 4.00 0.00 X X 0 0 0 Barbara McCelvey Secretary 4.00 0.00 X X 0 0 0 Lidiya Gold Chair, Development 4.00 0.00 X X 0 0 0 Jonathan Ayre Chair, Finance 4.00 0.00 X X 0 0 0 Brad Corson Chair, Governance & Leadership 4.00 0.00 X X 0 0 0 Evan Glick Chair, Popular Programming 4.00 0.00 X X 0 0 0 Mary Lynn Marks Chair, Volunteers & Special Events 4.00 0.00 X X 0 0 0 Sippi Khurana Chair, Education 4.00 0.00 X X 0 0 0 Robert Orr Chair, Strategic Planning 4.00 0.00 X X 0 0 0 Manuel Delgado Chair, Marketing & Communication 4.00 0.00 X X 0 0 0 Ed Schneider Chair, Community Partnerships 4.00 0.00 X X 0 0 0 Jesse Tutor Chair, Audit Committee 4.00 0.00 X X 0 0 0 Steven Mach Immediate Past Chair 4.00 0.00 X X 0 0 0 Bobby Tudor At-Large Executive Comm. Member 4.00 0.00 X X 0 0 0 Gary Beachamp Governing Director 2.00 0.00 X 0 0 0 David J Beck Trustee 2.00 0.00 X 0 0 0 James M Bell Jr Trustee 2.00 0.00 X 0 0 0 Carrie Brandsberg-Dahl Trustee 2.00 0.00 X 0 0 0 Nancy Shelton Bratic Trustee 2.00 0.00 X 0 0 0 Terry Ann Brown Trustee 2.00 0.00 X 0 0 0 Eric Brueggeman Governing Director 2.00 0.00 X 0 0 0 Lindsay Buchanan Trustee 2.00 0.00 X 0 0 0 Bill Bullock Governing Director 2.00 0.00 X 0 0 0 Ralph Burch Trustee 2.00 0.00 X 0 0 0 Dougal Cameron Trustee 2.00 0.00 X 0 0 0 Mary Kathryn Campion Governing Director 2.00 0.00 X 0 0 0 John Cassidy Governing Director 2.00 0.00 X 0 0 0 John T Cater Trustee 2.00 0.00 X 0 0 0 Robert Chanon Trustee 2.00 0.00 X 0 0 0 Heaven Chee Trustee 2.00 0.00 X 0 0 0 Michael H Clark Trustee 2.00 0.00 X 0 0 0 Virginia Clark Trustee 2.00 0.00 X 0 0 0 Andrew Davis Trustee 2.00 0.00 X 0 0 0 Denise Davis Trustee 2.00 0.00 X 0 0 0 Allen Deutsch Trustee 2.00 0.00 X 0 0 0 Tracy Dieterich Trustee 2.00 0.00 X 0 0 0 Joan Duff Trustee 2.00 0.00 X 0 0 0 Conner Dyer Trustee 2.00 0.00 X 0 0 0 Jeffrey B Firestone Trustee 2.00 0.00 X 0 0 0 Eugene Fong Trustee 2.00 0.00 X 0 0 0 Aggie Foster Trustee 2.00 0.00 X 0 0 0 Julia Anderson Frankel Trustee 2.00 0.00 X 0 0 0 Ronald G Franklin Trustee 2.00 0.00 X 0 0 0 Carolyn Gaidos Trustee 2.00 0.00 X 0 0 0 Jeff Hiller Trustee 2.00 0.00 X 0 0 0 Grace Ho Trustee 2.00 0.00 X 0 0 0 Gary L Hollingsworth Trustee 2.00 0.00 X 0 0 0 William D Hunt Governing Director 2.00 0.50 X 0 0 0 Brian James Trustee 2.00 0.00 X 0 0 0 Dawn James Trustee 2.00 0.00 X 0 0 0 Rick Jaramillo Governing Director 2.00 0.00 X 0 0 0 David J M Key Governing Director 2.00 0.00 X 0 0 0 I Ray Kirk Trustee 2.00 0.00 X 0 0 0 Carey Kirkpatrick Governing Director 2.00 0.00 X 0 0 0 David Krieger Trustee 2.00 0.50 X 0 0 0 Kenny Kurtzman Governing Director 2.00 0.00 X 0 0 0 Cindy Levit Governing Director 2.00 0.00 X 0 0 0 Mathew Loden Trustee 2.00 0.00 X 0 0 0 Isabel Stude Lummis Governing Director 2.00 0.00 X 0 0 0 Cora Sue Mach Governing Director 2.00 0.00 X 0 0 0 Michael Mann Trustee 2.00 0.00 X 0 0 0 Rodney Margolis Governing Director 2.00 0.00 X 0 0 0 Jay Marks Governing Director 2.00 0.00 X 0 0 0 Elissa Martin Governing Director 2.00 0.00 X 0 0 0 Jack Matzer Trustee 2.00 0.00 X 0 0 0 Jackie Wolens Mazow Trustee 2.00 0.00 X 0 0 0 Alexander K McLanahan Trustee 2.00 0.00 X 0 0 0 Marilyn Miles Trustee 2.00 0.00 X 0 0 0 Aprill Nelson Trustee 2.00 0.00 X 0 0 0 Tammy Tran Nguyen Trustee 2.00 0.00 X 0 0 0 Leslie Nossaman Trustee 2.00 0.00 X 0 0 0 Edward C Osterberg Jr Trustee 2.00 0.00 X 0 0 0 Zeljko Pavlovic Trustee 2.00 0.00 X 0 0 0 Chris Powers Governing Director 2.00 0.00 X 0 0 0 Gloria Pryzant Trustee 2.00 0.00 X 0 0 0 Miwa Sakashita Trustee 2.00 0.00 X 0 0 0 Andrew Schwaitzberg Trustee 2.00 0.00 X 0 0 0 Helen P Shaffer Trustee 2.00 0.00 X 0 0 0 Robert B Sloan Trustee 2.00 0.00 X 0 0 0 Jim R Smith Trustee 2.00 0.00 X 0 0 0 Miles O Smith Trustee 2.00 0.00 X 0 0 0 Quentin Smith Trustee 2.00 0.00 X 0 0 0 Anthony Speier Governing Director 2.00 0.00 X 0 0 0 Tina Raham Stewart Trustee 2.00 0.00 X 0 0 0 Ishwaria M Subbiah Trustee 2.00 0.00 X 0 0 0 William J Toomey II Governing Director 2.00 0.00 X 0 0 0 Shirley Toomim Trustee 2.00 0.00 X 0 0 0 Margaret Waisman Trustee 2.00 0.00 X 0 0 0 Gretchen Watkins Governing Director 2.00 0.00 X 0 0 0 Frederic A Weber Trustee 2.00 0.00 X 0 0 0 Vicki West Trustee 2.00 0.00 X 0 0 0 Margaret Alkek Williams Governing Director 2.00 0.00 X 0 0 0 Steven J Williams Trustee 2.00 0.00 X 0 0 0 David J Wuthrich Trustee 2.00 0.00 X 0 0 0 Ellen A Yarrell Trustee 2.00 0.00 X 0 0 0 Robert Yekovich Trustee 2.00 0.00 X 0 0 0 John Mangum Executive Director/CEO 40.00 4.00 X 446207 0 48646 Elizabeth Condic Chief Financial Officer 40.00 4.00 X 232469 0 30733 Nancy Giles Chief Development Officer 40.00 0.00 X 247489 0 22450 Victoria Dominguez Chief Operating Officer 40.00 0.00 X 215164 0 19288 Juraj Valcuha Music Director 40.00 0.00 X 638894 0 9630 Yoonshin Song Musician 40.00 0.00 X 348740 0 15730 Mark Nuccio Musician 40.00 0.00 X 223382 0 29524 Gwen Watkins Marketing Director 40.00 0.00 X 228395 0 11420 Brinton Smith Musician 40.00 0.00 X 200360 0 33832 Bill Vermeulen Musician 40.00 0.00 X 198035 0 38804 2979135 0 260057 85 0 1 0 Capacity Interactive Consulting LLC PO Box 50019 Newark NJ 07101 Marketing 567641 Truist Merchant Services PO Box 200 Wilson NC 27894 Banking 330996 Strike Marketing 906 Rutland St Houston TX 77008 Marketing 299059 Specialty Bindery & Printing 3570 Lang Rd Houston TX 77092 Printing services 262881 Levy Food Services 1001 Avenida De Las Americas Houston TX 77010 Catering services 253449 23 1990173 4695893 461500 20029400 339566 27176966 Ticket sales 711130 10678793 10678793 Education, other programs 711130 978409 978409 Advertising revenue 541800 88980 88980 11746182 52364 52364 40000 9972 30028 30028 30028 788618 1990173 1009280 -220662 -220662 38784878 11657202 88980 -138270 X 1424971 570176 362173 492622 17987333 15783689 651526 1552118 939943 852379 36758 50806 2758641 2354183 57919 346539 1430238 1225853 61277 143108 2242 2242 69032 69032 97815 97815 4555789 4274855 163599 117335 1809094 1702848 661 105585 252921 147715 34476 70730 489678 295245 52738 141695 1024533 851705 63882 108946 645978 611550 22686 11742 975709 975709 164198 145862 6668 11668 139659 82761 20690 36208 Production equip, mat. 818951 818951 Patron cultivation 579492 49386 13339 516767 Merchant fees 488497 374585 27793 86119 Other expenses 290571 96856 43933 149782 36945285 30240841 2664859 4039585 582918 337587 4732351 9499053 330680 321655 447913 878663 3111748 1896989 569324 1214759 1079746 813909 7742932 13065626 1612712 2451854 3677620 4398113 11335488 13359488 1999422 1973513 1136065 1061440 19761307 23244408 X -14647723 -13998863 2629348 3820081 -12018375 -10178782 7742932 13065626 1839593 0 X 0 1 X 1 0 X 19903727 25222027 26049116 22665031 27176966 121016867 19903727 25222027 26049116 22665031 27176966 121016867 30474147 90542720 80986 4323 46612 76322 52364 260607 286452 286452 121563926 45757806 0.74480 0.74900 X Schedule A, Part II, Line 10, Explanation of Other Income: Insurance proceeds - 2022 Amount: $ 286,452. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86515822 8003205 9842762 4695893 99665896 87450933 3382449 -158128 4159432 86515822 90419052 459209 376634 3803962 87450933 73523933 396060 20016760 3517701 90419052 75471987 2249272 1104697 5302023 73523933 0.00202 0.87143 0.12655 0 1 1 16915 16915 265797 108149 157648 2519791 1770120 749671 309245 18720 290525 1214759 Lease right-of-use assets 813909 813909 Lease right-of-use liabilities 796438 Due to affiliate 265002 1061440 Part V, Line 4: Houston Symphony Endowment (the Endowment) was established to support the operations of the Houston Symphony Society (the Society). The Endowment holds contributed funds in perpetuity, invests those funds, and makes contributions from time to time to the Society. Such contributions must meet the stated restrictions of donors as well as the current policies of the Endowment. The Endowment is governed by a Board of Directors who are elected by the officers of the Board of Directors of the Society. X X X X X X X 1 DCM PO Box 4707 Sunnyside NY 11104 Telefunding 0 59428 97815 0 59428 97815 TX Ball 1141081 817197 323884 54594 134046 39000 229517 Wine Dinner 983261 714727 268534 26611 141594 170678 2 654449 458249 196200 10644 112039 4275 86282 2778791 1990173 788618 91849 387679 43275 486477 1009280 -220662 X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 Juraj Valcuha Music Director 152894 0 0 0 486000 0 0 0 9630 0 648524 0 0 0 John Mangum Executive Director/CEO 446207 0 0 0 0 0 17355 0 31291 0 494853 0 0 0 Yoonshin Song Musician 348440 0 300 0 0 0 7513 0 8217 0 364470 0 0 0 Nancy Giles Chief Development Officer 247489 0 0 0 0 0 12379 0 10071 0 269939 0 0 0 Elizabeth Condic Chief Financial Officer 232469 0 0 0 0 0 12136 0 18597 0 263202 0 0 0 Mark Nuccio Musician 223082 0 300 0 0 0 7513 0 22011 0 252906 0 0 0 Gwen Watkins Marketing Director 228395 0 0 0 0 0 11420 0 0 0 239815 0 0 0 Bill Vermeulen Musician 197735 0 300 0 0 0 7513 0 31291 0 236839 0 0 0 Victoria Dominguez Chief Operating Officer 205164 0 10000 0 0 0 10822 0 8466 0 234452 0 0 0 Brinton Smith Musician 200060 0 300 0 0 0 7513 0 26319 0 234192 0 0 0 Part I, Line 1a The Society provides the Executive Director a membership to a dining club due to the social and fundraising aspects of his position. The cost of this benefit is reasonable, customary, and necessary. The Society paid a total of $4,563 of membership fees during the current fiscal year. This amount was not treated as taxable compensation. Part I, Line 7 The Music Director's other reportable compensation is comprised of conducting fees for each concert he performed in the season and a travel allowance. CCM LP Owned by Director 341476 Rent 0 Lauren Buchanan Trustee sibling 64649 Compensation 0 X 17 113973 FMV X Auction items 260 215593 Sales proceeds X Raffle items 1 10000 FMV 0 0 1 0 Form 990, Part VI, Section A, line 1a The Executive Committee of the Society is composed of not more than fifteen of the Governing Directors of the Society, exclusive of ex-officio members. The Executive Committee consists of the Society's President, Chairman of the Board of Trustees, President-Elect (if and when in office), Vice Presidents, General Counsel, Secretary, and such other persons as may be designated annually by the President from among the elected Governing Directors. The Executive Committee has the power to propose the strategic direction of the Society for approval by the Governing Directors, propose any major policy of the Society for approval by the Governing Directors, propose the disposition of the properties and funds of the Society (through the proposal of the Society's budget) to the Governing Directors, make recommendations to the Governing Directors to retain or terminate the employment of the Music Director, and to take such other actions as shall be delegated to the Executive Committee by the Governing Directors from time to time. Form 990, Part VI, Section A, line 2 Cora Sue Mach, Governing Director and Lifetime Trustee and Steven Mach, Immediate Past Chairman and Trustee have a family relationship. Barbara McCelvey, Secretary and Governing Director and Eric Brueggeman, Trustee have a family relationship. Janet Clark, Board Chair and Virginia Clark, Trustee have a family relationship. Mike Stude, Chairman Emeritus and Isabel Stude Lummis, Governing Director have a family relationship. Form 990, Part VI, Section A, line 6 Members of the Society are defined as anyone who has contributed, or on whose behalf there has been a contribution of, at least $100. Ten or more members shall constitute a quorum at any meeting. Form 990, Part VI, Section A, line 7a One regular meeting of the members of the Society shall be held each year in the month of May for the purpose of electing a Board of Trustees for the ensuing fiscal year. The Board of Trustees elect the Governing Directors and Officers of the Society. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Financial Controller and CFO. After internal review, Form 990 is sent to the Governing Directors electronically for their review, questions, and suggested edits. Once their review is complete, the Society electronically files Form 990 with the IRS. Form 990, Part VI, Section B, line 12c The Conflict of Interest Policy is provided annually to the Governing Board for their review and signature. If a conflict is noted, the Trustee is asked to recuse himself from any applicable decisions. Form 990, Part VI, Section B, line 15 Annually, Human Resources staff obtain salary surveys for both the Houston area and orchestras of a similar budget size. The information is made available to the Board President. The Compensation Committee, consisting of the Board President, Board Chair and any other members as may be appointed by the Executive Committee, are responsible for reviewing the comparative data and approving the Executive Director/CEO's compensation package. Budget constraints are taken into account. For the Chief Financial Officer and other key employees, annually, Human Resources staff obtain salary surveys for both the Houston area and orchestras of a similar budget size. The information is made available to the Executive Director, who is responsible for approving the compensation packages. Budget constraints are taken into account. Form 990, Part VI, Section C, line 19 The audited financial statements and Form 990 are available on the Houston Symphony website. Governing documents are available upon request through the Symphony offices. Form 990, Part IX, line 11g Prof. fees - Artistic fees: Program service expenses 4,101,126. Management and general expenses 163,599. Fundraising expenses 117,335. Total expenses 4,382,060. Prof. fees - Marketing, education: Program service expenses 173,729. Total expenses 173,729. Houston Symphony Endowment 615 Louisiana St Ste 102 Houston TX 77002 208350227 Support the Houston Symphony TX 501(c)(3) 12a, Type I Houston Symphony Society 1 Foundation for Jones Hall 55 Waugh Dr 601 Houston TX 77007 760202646 Restore Jones Hall TX 501(c)(3) 12a, Type I N/A 0 0 0 1 0 1 0 0 0 0 1 0 1 0 1 1 0 1 0 0 Houston Symphony Endowment C 4695893 Cash Houston Symphony Endowment E 1973513 Promissory note Houston Symphony Endowment Q 346510 Cash Houston Symphony Endowment E 13359488 Loan guarantee