2026-05-13T08:56:42-05:00 2025-06-30 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2024-07-01 476039304 OMAHA SYMPHONY ASSOCIATION OMAH 4023423836 1905 HARNEY STREET 400 OMAHA NE 68102 JENNIFER B DAOUD PRESIDENT AND CEO 4023423836 2026-05-12 1 1 WENDY R COOLEY CPA P01523804 4023302660 2026-05-12 2024 2025-03-06 01:10:19Z JENNIFER B DAOUD 1905 HARNEY STREET 400 OMAHA NE 68102 10862163 0 X WWW.OMAHASYMPHONY.ORG X 1943 NE TO ENRICH PEOPLE'S LIVES THROUGH THE EXHILARATING EXPERIENCE OF LIVE ORCHESTRAL MUSIC. 23 22 264 100 0 0 4287052 5962822 2548423 3254056 1392835 1480369 1994 -37619 8230304 10659628 0 0 0 0 5999844 6699475 56811 57420 688338 3701394 3731913 9758049 10488808 -1527745 170820 70682214 77263913 1588796 1751778 69093418 75512135 X TO ENRICH PEOPLE'S LIVES THROUGH THE EXHILARATING EXPERIENCE OF LIVE ORCHESTRAL MUSIC. WE DO THIS THROUGH PASSIONATE PURSUIT OF EXCELLENCE AND INTEGRITY IN ALL WE DO; DEEP COMMITMENT TO EDUCATION WITH THE COMMUNITIES WE SERVE; AND COLLABORATION AMONG PEOPLE AND ORGANIZATIONS COMMITTED TO SUSTAINING THE OMAHA SYMPHONY'S MISSION. 0 0 8550132 3067727 THE OMAHA SYMPHONY SERVED OVER 310,000 PEOPLE THROUGH MORE THAN 250 LIVE CONCERTS AND DIGITAL OFFERINGS. THE OMAHA SYMPHONY IS A LEADER IN ARTS PROGRAMMING IN THE OMAHA METROPOLITAN AREA AND PROVIDES MAINSTAGE CONCERTS AT THE HOLLAND PERFORMING ARTS CENTER AND THE JOSLYN ART MUSEUM, AS WELL AS FREE COMMUNITY CONCERTS AT THE GENE LEAHY MALL PERFORMANCE PAVILION. ADDITIONALLY, THE OMAHA SYMPHONY CONNECTED WITH VIEWERS THROUGH PRIMETIME TELEVISION BROADCASTS, A PUBLIC MEDIA SERIES, AND ITS ONLINE SYMPHONY ANYWHERE PLATFORM. 533665 188215 OMAHA SYMPHONY EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS SERVED MORE THAN 70,000 INDIVIDUALS THROUGHOUT THE GREATER OMAHA METRO AREA, THE STATE OF NEBRASKA, WESTERN IOWA, AND BEYOND. DEEPLY COMMITTED TO ITS EDUCATIONAL ENDEAVORS, IN ANY GIVEN SEASON 30% OF THE ORCHESTRA'S SERVICES ARE DEDICATED TO EDUCATION, COMMUNITY ENGAGEMENT, AND FAMILY CONCERT EXPERIENCES. THE OMAHA SYMPHONY PROVIDED EDUCATIONAL PROGRAMS ANNUALLY FOR STUDENTS AGED PRE-K THROUGH HIGH SCHOOL. ADULT EDUCATION PROGRAMS INCLUDE PRE-CONCERT LECTURES AND CONDUCTING SEMINARS FOR MUSIC EDUCATORS. 9083797 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 78 0 1 264 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MATT EVANS 4023423836 1905 HARNEY STREET SUITE 400 OMAHA NE 68102 JENNIFER B DAOUD EX OFFICIO, PRESIDENT AND CEO 60.00 X X 299191 0 7812 DAVID SLOSBURG CHAIRMAN OF THE BOARD 3.00 X X 0 0 0 DAVID DIAMOND BOARD TREASURER THRU 09/2024 1.00 X X 0 0 0 BRIAN KETCHAM BOARD TREASURER AS OF 09/2024 1.00 X X 0 0 0 ROB REED BOARD SECRETARY 1.00 X X 0 0 0 ARUN AGARWAL BOARD MEMBER 1.00 X 0 0 0 CHANDRA CHACON BOARD MEMBER 1.00 X 0 0 0 JEFF GOLD BOARD MEMBER 1.00 X 0 0 0 JEFF GORDMAN BOARD MEMBER 1.00 X 0 0 0 ERIC GURLEY BOARD MEMBER 1.00 X 0 0 0 BRETT HODGE EX OFFICIO, MUSICIAN REPRESENTATIVE 1.00 X 48729 0 6589 FRED HUNZEKER BOARD MEMBER 1.00 X 0 0 0 JOANNE LI BOARD MEMBER 1.00 X 0 0 0 ANGIE QUINN BOARD MEMBER 1.00 X 0 0 0 CONNIE RYAN BOARD MEMBER 1.00 X 0 0 0 ROBERT SCHARMANN EX OFFICIO ORCHESTRA COMMITTEE CHAIR 1.00 X 45270 0 6808 JOEL SCHLESSINGER BOARD MEMBER 1.00 X 0 0 0 LEONARD SOMMER BOARD MEMBER 1.00 X 0 0 0 JESSEE SULLIVAN BOARD MEMBER 1.00 X 0 0 0 DAVID VANDEGINSTE BOARD MEMBER 1.00 X 0 0 0 SARAH WALKER BOARD MEMBER 1.00 X 0 0 0 DANA WASHINGTON BOARD MEMBER 1.00 X 0 0 0 BETH WHITED BOARD MEMBER 1.00 X 0 0 0 JAMES DAVENPORT GOVERNING MEMBER CHAIR 1.00 X 0 0 0 MATT EVANS DIRECTOR OF FINANCE AS OF 10/2024 40.00 X 19171 0 1017 KYRA HANSEN CHIEF OPERATING OFFICER 50.00 X 100867 0 12928 513228 0 35154 2 0 1 0 0 538259 255000 5169563 2364 5962822 TICKET SALES AND CONTRACT FEES 711190 3254056 3254056 3254056 1480369 1480369 163030 538259 202535 -39505 -39505 MISCELLANEOUS REVENUE 900099 1886 1886 1886 10659628 3255942 0 1440864 499758 188061 227905 83792 4970113 4707962 262151 107172 103207 3965 529724 435251 60071 34402 592708 529873 36723 26112 54127 54127 85695 85695 57420 57420 89048 89048 362129 350219 11910 519058 398878 72154 48026 73633 17747 45664 10222 453948 359219 94729 187966 168247 19719 21947 15850 6097 54635 50599 4036 23966 23966 PRODUCTION EXPENSES 755434 755434 GUEST ARTIST AND CONDUC 743922 743922 MUSIC LIBRARY 162164 162164 DONOR EXPENSES 144241 144241 10488808 9083797 716673 688338 972650 789190 6789064 7842181 99100 135229 182995 151743 2756220 2276467 519748 479753 62072571 67819758 46086 46059 70682214 77263913 278808 458778 1309988 1293000 1588796 1751778 X 12923962 14078795 56169456 61433340 69093418 75512135 70682214 77263913 X 170820 6247924 -27 X X 0 1 X 1 0 X 5869020 6089611 4597383 4248108 5962822 26766944 5869020 6089611 4597383 4248108 5962822 26766944 1624736 25142208 864659 1014713 1079701 1392835 1480369 5832277 271194 853174 29122 1994 1884 1157368 33756589 3254057 0.74480 0.52780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - EQUIPMENT RENTAL AND MERCHANDISE SALES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 338525 X PROGRAM SERVICES 0 62116352 474834 7726370 2500000 67817556 53941322 3661609 6784022 2270601 62116352 47630188 2106706 4704428 500000 53941322 54638184 2010773 -7664899 1353870 47630188 42033376 2057638 11047170 500000 54638184 0.21220 0.32240 0.46540 1 0 2756220 2276467 479753 479753 X 16941681 6247924 202508 6450432 10491249 168379 168379 10659628 10452142 202535 202535 10249607 239201 239201 10488808 PART III, LINE 4: THE OMAHA SYMPHONY HAS FIVE VIOLINS, TWO VIOLIN BOWS, AND ONE VIOLA BOW FOR USE BY THE MUSICIANS TO ENHANCE THE QUALITY OF THE ORCHESTRA'S SOUND. PART V, LINE 4: THE OMAHA SYMPHONY ASSOCIATION'S ENDOWMENT FUND IS USED TO ENSURE THE SUSTAINABILITY OF THE OMAHA SYMPHONY THROUGH AN ANNUAL BOARD-APPROVED DRAW IN A MANNER CONSISTENT WITH THE STANDARD PRUDENCE PRESCRIBED BY THE NEBRASKA UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (NUPMIFA). PART X, LINE 2: MANAGEMENT BELIEVES THAT THE ASSOCIATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ASSOCIATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 202,535. CHANGE IN VALUE OF CASH SURRENDER VALUE OF LIFE INSURANCE -27. PART XI, LINE 4B - OTHER ADJUSTMENTS: DEBUTANTE BALL CONSOLIDATION 168,379. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 202,535. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEBUTANTE BALL CONSOLIDATION 239,201. X X X X X X X 1 GRACE SIPUSIC 1905 HARNEY ST SUITE 400 OMAHA NE 68102 FUNDRAISING CONSULTING 0 0 23870 0 JON LIMBACHER 1905 HARNEY ST SUITE 400 OMAHA NE 68102 FUNDRAISING CONSULTING 0 0 23870 0 47740 OMAHA SYMPHONY GALA 701289 538259 163030 39196 127172 36167 701289 538259 163030 39196 127172 36167 202535 -39505 X X X 0 0 0 0 0 0 0 0 0 JENNIFER B DAOUD EX OFFICIO, PRESIDENT AND CEO 265491 0 33700 0 0 0 7812 0 0 0 307003 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CARRY OUT THE BUSINESS OF THE ASSOCIATION BETWEEN MEETINGS OF THE BOARD, SUBJECT TO FINAL APPROVAL OF THE BOARD OF DIRECTORS EXCEPT IN CASES WHERE THE BOARD HAS DELEGATED FINAL APPROVAL TO THE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B FOLLOWING A REVIEW BY KEY EMPLOYEES AND THE BOARD TREASURER, THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND SUBSEQUENTLY THE FULL BOARD BEFORE FILING. THE FORM 990 IS THEN DISCUSSED AT THE NEXT SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, BOARD MEMBERS AND KEY EMPLOYEES REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A DISCLOSURE FORM IDENTIFYING ANY EXISTING CONFLICTS IN THEIR NATURE. FORM 990, PART VI, SECTION B, LINE 15 NATIONAL SALARY DATA FOR GROUP 2 ORCHESTRAS (I.E. THOSE ORCHESTRAS WITH A SIMILAR-SIZED BUDGET) IN ADDITION TO THE NON-PROFIT ASSOCIATION FO THE MIDLANDS COMPENSATION SURVEY PROVIDE A GUIDELINE FOR STAFF SALARIES, INCLUDING THE CEO AND SENIOR STAFF POSITIONS. AN ANNUAL PERFORMANCE REVIEW IS CONDUCTED WITH EVERY MEMBER OF THE STAFF. STAFF COMPENSATION IS INCLUDED IN THE ANNUAL BUDGET THAT IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE MOST RECENT FORM 990 IS AVAILABLE FOR VIEWING ON THE GUIDESTAR AND PROPUBLICA WEBSITES. OUR AUDITED FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CASH SURRENDER VALUE OF LIFE INSURANCE -27. FORM 990, PART XII, LINE 2C: THE FINANCE AND INVESTMENT COMMITTEE REVIEWS THE SCOPE AND RESULTS OF THE ANNUAL AUDIT, ENGAGES DIRECTLY WITH THE EXTERNAL AUDITORS, AND MAKES THE RECOMMENDATION TO THE FULL BOARD FOR ACCOUNTANT SELECTION OR REAPPOINTMENT.