2026-04-13T18:00:45-04:00 2025-05-31 561138530 BUTLER BURKE LLP 100 CLUB OAKS COURT SUITE A WINSTONSALEM NC 27104 990 2024-06-01 560692826 WINSTON-SALEM SYMPHONY ASSOCIATION WINS 3367251035 301 N MAIN ST SUITE 1901 WINSTONSALEM NC 27101 AMANDA NORMAN PRESIDENT & CEO 3367251035 2026-04-13 true false JANE R POTTER P01057495 3367682310 2026-04-13 2024 2025-03-06 01:10:19Z AMANDA NORMAN 301 N MAIN ST SUITE 1901 WINSTONSALEM NC 27101 3252243 false X WWW.WSSYMPHONY.ORG X 1946 NC TO BRING MUSIC TO LIFE - PLEASE REFER TO SCHEDULE O FOR MORE DETAIL. 34 34 117 112 19950 1920317 2127498 923743 808659 255864 264079 36721 41085 3136645 3241321 0 0 1861295 1897216 0 371260 1391652 1526028 3252947 3423244 -116302 -181923 6806141 6881380 721811 738375 6084330 6143005 X TO BRING MUSIC TO LIFE: BELIEVING THAT MUSIC HAS THE POWER TO INSPIRE, THE WINSTON-SALEM SYMPHONY WILL FULFILL THIS MISSION BY ENRICHING THE COMMUNITY WITH LIVE MUSIC. THE SYMPHONY BRINGS PERFORMANCES, EDUCATIONAL PROGRAMS, AND COMMUNITY ENGAGEMENT INITIATIVES TO WHERE PEOPLE LIVE AND DESIRES FOR AUDIENCES TO EXPERIENCE MUSIC IN A WAY THAT IS RELEVANT AND MEANINGFUL TO THEIR OWN LIVES. THROUGH MUSIC, THE WINSTON-SALEM SYMPHONY ASPIRES TO CREATE SHARED EXPERIENCES AND CONNECTIONS THAT IMPROVE THE QUALITY OF LIFE IN WINSTON-SALEM AND THROUGHOUT THE REGION. false false 1536997 749379 PERFORMANCES: 46 IN-PERSON PERFORMANCES (CLASSICS, POPS, FAMILY, AND CHORUS) AND EDUCATIONAL/FAMILY PROGRAMS SERVING 25,432 AUDIENCE MEMBERS. 559338 80907 PUBLIC SCHOOL INSTRUCTION: SUMMER PLAY MUSIC CAMP SERVED 38 STUDENTS OVER 4 WEEKS AND SUMMER YOUTH ORCHESTRA FESTIVAL SERVED 54 STUDENTS OVER A ONE- WEEK CAMP. PROVIDED 690 IN-PERSON CLASSES FOR 375 STUDENTS FOR OUR PLAY MUSIC PROGRAM (PIEDMONT LEARNING ACADEMY FOR YOUTH). PROVIDED 120 IN-PERSON REHEARSALS FOR 199 YOUTH ORCHESTRA STUDENTS OF VARYING LEVELS OVER FOUR ENSEMBLES (CHAMBER SINFONIA/PREMIERE STRINGS, YOUTH PHILHARMONIC, AND YOUTH SYMPHONY). PROVIDED 83 IN-SCHOOL ENSEMBLE PERFORMANCES AT EVERY FORSYTH COUNTY ELEMENTARY SCHOOL FOR 15,136 4TH AND 5TH GRADE STUDENT INTERACTIONS. 2096335 true true false false false false false false false true true false false true true true true false false false false false false false false false false false false true false false false false false false false false true false false false false false false false false true 101 0 true 117 true true true false false false false false false false false false false false X 34 34 false false false false false false false true true false false false true true true true true true false false NC X THE ORGANIZATION 3367251035 301 N MAIN ST SUITE 1901 WINSTONSALEM NC 27101 E MERRITT VALE PRESIDENT & 45.00 X 149172 0 11990 MICHELLE MERRILL SYMPHONY DIR 40.00 X 126780 0 0 AMANDA NORMAN VP/COO 45.00 X 109803 0 5453 AMANDA LABRECQUE DIRECTOR 1.00 X 5582 0 0 JONATHAN ALLEN DIRECTOR 1.00 X 0 0 0 ALICE ANDERSON DIRECTOR 1.00 X 0 0 0 SANDRA BROADWAY DIRECTOR 1.00 X 0 0 0 EILEEN MAJOR DIRECTOR 1.00 X 0 0 0 JENNIFER LYDAY DIRECTOR 1.00 X 0 0 0 CHRISTOPHER GYVES DIRECTOR 1.00 X 0 0 0 EDWARD HANES JR DIRECTOR 1.00 X 0 0 0 DAVID LEVY DIRECTOR 1.00 X 0 0 0 DEBBIE WESLEY-FARRINGTON DIRECTOR 1.00 X 0 0 0 DENISE ROBINSON DIRECTOR 1.00 X 0 0 0 LEW SAPHAR DIRECTOR 1.00 X 0 0 0 MALCOLM BROWN DIRECTOR 1.00 X 0 0 0 MICHAEL LISCHKE DIRECTOR 1.00 X 0 0 0 STEPHEN KRAMER DIRECTOR 1.00 X 0 0 0 STEVE KARR DIRECTOR 1.00 X 0 0 0 SUE HENDERSON DIRECTOR 1.00 X 0 0 0 WILLIAM F CLINGMAN III DIRECTOR 1.00 X 0 0 0 CAROL POLK DIRECTOR 1.00 X 0 0 0 DEREK HICKS DIRECTOR 1.00 X 0 0 0 KENNETH FORD DIRECTOR 1.00 X 0 0 0 JOSHUA POINDEXTER DIRECTOR 1.00 X 0 0 0 CHRIS LEAK DIRECTOR 1.00 X 0 0 0 WILL MUNSTER DIRECTOR 1.00 X 0 0 0 MATTHEW BRYANT DIRECTOR 1.00 X 0 0 0 ARTHUR DEBAUGH DIRECTOR 1.00 X 0 0 0 JAMARKUS SWINSON DIRECTOR 1.00 X 0 0 0 ALAN RULEY DIRECTOR 1.00 X 0 0 0 RYAN M PRESCOTT DIRECTOR 1.00 X 0 0 0 ALI FENNO POPLIN DIRECTOR 1.00 X 0 0 0 JAY REED BOARD CHAIR 1.00 X X 0 0 0 KENNETH BOYLES TREASURER 1.00 X X 0 0 0 PAM CASH SECRETARY 1.00 X X 0 0 0 CAROL REEVE IMMEDIATE PA 1.00 X X 0 0 0 391337 17443 3 false true false 32700 63000 2031798 349285 2127498 ADMISSIONS 711110 601871 601871 PERFORMANCE FEES 711110 125881 125881 YOUTH 711110 80907 80907 808659 264079 264079 10430 10922 -492 -492 MISCELLANEOUS 900099 21627 21627 PROGRAM ADVERTISING 541800 19950 19950 41577 3241321 830286 19950 263587 395871 235639 118346 41886 1302053 802126 362207 137720 65099 14525 43643 6931 134193 82669 37330 14194 19500 19500 35249 35249 180718 7365 84963 88390 120844 98504 16210 6130 40021 2869 23701 13451 7775 7775 3049 2868 181 7893 7893 24350 24350 GUEST ARTIST FEES 457973 457973 LEASE COSTS 245308 166894 78414 MISCELLANEOUS 103800 36369 48047 19384 LABOR 84491 84491 195057 104043 47840 43174 3423244 2096335 955649 371260 45551 8484 161863 320026 74500 45775 39106 40140 18357 8080 189247 153218 43922 36029 5913714 5988734 509128 434112 6806141 6881380 6705 55438 196146 236523 518960 446414 721811 738375 X 2172752 2346544 3911578 3796461 6084330 6143005 6806141 6881380 -181923 240598 X false true X true false X 1942651 2473738 1640950 1920317 2127498 10105154 87876 679498 915458 939855 830286 3452973 5675 4950 33016 6240 10430 60311 2036202 3158186 2589424 2866412 2968214 13618438 380754 329361 417690 489723 723716 2341244 380754 329361 417690 489723 723716 2341244 11277194 164721 299397 281200 255864 264079 1265261 164721 299397 281200 255864 264079 1265261 2200923 3457583 2870624 3122276 3232293 14883699 0.75770 0.74930 0.09000 0.08000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5913714 403442 293173 35249 5988734 5001018 350000 783775 192469 28610 5913714 5241739 -19919 192469 28333 5001018 5587868 190000 -313031 192469 30629 5241739 4569482 190000 1013682 185296 5587868 0.56320 0.43680 true false 189247 153218 36029 36029 RIGHT-OF-USE ASSETS 434112 434112 RIGHT-OF-USE LIABILITIES 446414 446414 X 3491237 240598 33645 10922 285165 3206072 35249 35249 3241321 3432562 33645 10922 44567 3387995 35249 35249 3423244 SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPLEMENT THE OPERATIONS AND PROGRAMS OF THE WINSTON-SALEM SYMPHONY ASSOCIATION. SCHEDULE D, PAGE 3, PART X THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, INCOME TAX EXPENSE IS LIMITED TO ACTIVITIES THAT ARE DEEMED BY THE INTERNAL REVENUE SERVICE TO BE UNRELATED TO THEIR EXEMPT PURPOSE. THE ASSOCIATIONS PRIMARY TAX POSITIONS RELATE TO ITS STATUS AS A NOT-FOR PROFIT ENTITY EXEMPT FROM INCOME TAXES AND CLASSIFICATION OF ACTIVITIES RELATED TO ITS EXEMPT PURPOSE. IT IS THE OPINION OF MANAGEMENT THAT THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD BE SUBJECT TO CHANGE UPON EXAMINATION. THE ASSOCIATION IS REQUIRED TO FILE A FEDERAL EXEMPT ORGANIZATION TAX RETURN (FORM 990) ANNUALLY TO RETAIN ITS EXEMPT STATUS. THE ASSOCIATION IS ALSO REQUIRED TO FILE AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) FOR ANY YEAR GROSS UNRELATED BUSINESS INCOME EXCEEDS 1,000. THE ASSOCIATIONS FORM 990 FILINGS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES NETTED WITH REVENUE 10,922 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES NETTED WITH REVENUE 10,922 false false false false false false false false false E MERRITT VALE PRESIDENT & CEO 149172 11990 161162 X 13 349285 FAIR MARKET VALUE false false false FORM 990 - ORGANIZATION'S MISSION TO BRING MUSIC TO LIFE: BELIEVING THAT MUSIC HAS THE POWER TO INSPIRE, THE WINSTON-SALEM SYMPHONY WILL FULFILL THIS MISSION BY ENRICHING THE COMMUNITY WITH LIVE MUSIC. THE SYMPHONY BRINGS PERFORMANCES, EDUCATIONAL PROGRAMS, AND COMMUNITY ENGAGEMENT INITIATIVES TO WHERE PEOPLE LIVE AND DESIRES FOR AUDIENCES TO EXPERIENCE MUSIC IN A WAY THAT IS RELEVANT AND MEANINGFUL TO THEIR OWN LIVES. THROUGH MUSIC, THE WINSTON-SALEM SYMPHONY ASPIRES TO CREATE SHARED EXPERIENCES AND CONNECTIONS THAT IMPROVE THE QUALITY OF LIFE IN WINSTON-SALEM AND THROUGHOUT THE REGION. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE AND AUDIT COMMITTEE IS AUTHORIZED BY THE FULL BOARD TO REVIEW AND ACCEPT THE FORM 990 BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE DIRECTORS WHO ARE THEN ASKED TO SIGN THE POLICY VERIFYING THEIR UNDERSTANDING AND ACCEPTANCE. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE PRESIDENT & CEO AND MUSIC DIRECTOR IS A RESULT OF THE ANNUAL BUDGETING PROCESS. BOTH THE BOARD PRESIDENT AND THE PERSONNEL COMMITTEE CHAIR ARE INVOLVED IN THE DETERMINATION OF THE DOLLAR AMOUNT. INDUSTRY COMPARABILITY DATA FOR THE PRESIDENT & CEO AND MUSIC DIRECTOR'S COMPENSATION IS CONSULTED AND UPDATED ANNUALLY THROUGH THE LEAGUE OF AMERICAN ORCHESTRAS WITH RESPECT TO ORCHESTRAS OF A SIMILAR BUDGET SIZE. MINUTES OF SUCH DELIBERATIONS ARE NOT AVAILABLE. FORM 990, PAGE 6, PART VI, LINE 19 THE SYMPHONY'S FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST FROM THE CHIEF FINANCIAL & ADMINISTRATIVE OFFICER. CONFLICT OF INTEREST POLICIES AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE PRESIDENT & CEO.