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Nonprofiteer
← HOUSTON SYMPHONY ENDOWMENT

Form 990 for tax year 2022

Filed by HOUSTON SYMPHONY ENDOWMENT.

Totals

Total revenue
$5,113,564
Total expenses
$4,500,976
Contributions and grants received
$3,382,449
Grants paid
$4,159,432
Program service revenue
$0
Investment income
$1,643,784
Other revenue
$87,331
Total assets, end of year
$86,515,822
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$86,515,822
Program services expenses (Part IX)
$4,159,432
Management and general expenses
$341,544
Fundraising expenses
$0
Program service expenses (Part III)
$4,159,432

Program services were 92.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • James Lee

    President

    Total calculated
    $0
    Hours/week
    0.5 + 4 related
  • William Dee Hunt

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • David Krieger

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 2 related
  • Lynne Mathre

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Jerome Simon

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Scott Wise

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • John Mangum

    Symphony CEO

    Total calculated
    $520,022
    From this org
    $0
    From related orgs
    $471,656
    Other
    $48,366
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,321 related
    Bonus
    $0 + $50,335 related
    Other
    $0
    Deferred
    $0 + $16,784 related
    Nontaxable benefits
    $0 + $31,582 related
    Filer's total
    $0 + $520,022 related
  • Elizabeth Condic

    CFO

    Total calculated
    $245,768
    From this org
    $0
    From related orgs
    $211,426
    Other
    $34,342
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,426 related
    Bonus
    $0 + $10,000 related
    Other
    $0
    Deferred
    $0 + $10,018 related
    Nontaxable benefits
    $0 + $24,324 related
    Filer's total
    $0 + $245,768 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
9 April 2024
IRS schema version
2022v5.0
Source object
202401019349300100

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