Totals
- Total revenue
- $1,095,915
- Total expenses
- $1,039,343
- Contributions and grants received
- $494,791
- Grants paid
- $29,494
- Program service revenue
- $604,256
- Investment income
- $1,879
- Other revenue
- -$5,011
- Total assets, end of year
- $677,023
- Total liabilities, end of year
- $174,659
- Net assets or fund balances, end of year
- $502,364
- Program services expenses (Part IX)
- $808,340
- Management and general expenses
- $151,483
- Fundraising expenses
- $79,520
- Program service expenses (Part III)
- $808,340
Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$18,967
-
1e · Government grants (contributions)
$54,750
-
1f · All other contributions, gifts and grants
$421,074
-
1g · Noncash contributions included above
$6,075
-
2a · Program service revenue: TICKET SALES
total $438,718 · related or exempt $438,718
-
2b · Program service revenue: PROCESSING & HANDLING
total $55,784 · related or exempt $55,784
-
2c · Program service revenue: PROGRAM ADVERTISING
total $40,620 · unrelated business $40,620
-
2d · Program service revenue: NUTCRACKER MERCH
total $27,028 · related or exempt $27,028
-
2e · Program service revenue: BELLES & BRASS & CHILD
total $25,514 · related or exempt $25,514
-
2f · All other program service revenue
total $16,592 · related or exempt $16,592
-
3 · Investment income
total $1,879 · excluded $1,879
-
8a · Fundraising events: gross income
$43,528
-
8b · Fundraising events: direct expenses
$48,539
-
8c · Net income from fundraising events
total -$5,011 · excluded -$5,011
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $8,000 · program services $8,000
-
2 · Grants to domestic individuals
total $21,494 · program services $21,494
-
5 · Compensation of officers, directors and key employees
total $114,400 · program services $42,328 · management and general $26,312 · fundraising $45,760
-
7 · Other salaries and wages
total $39,436 · program services $14,591 · management and general $9,070 · fundraising $15,775
-
9 · Other employee benefits
total $9,382 · program services $4,972 · management and general $1,595 · fundraising $2,815
-
10 · Payroll taxes
total $11,876 · program services $4,394 · management and general $2,731 · fundraising $4,751
-
11c · Fees: accounting
total $38,038 · management and general $38,038
-
11g · Fees: other
total $6,432 · management and general $6,432
-
12 · Advertising and promotion
total $81,815 · program services $81,815
-
13 · Office expenses
total $2,244 · program services $898 · management and general $605 · fundraising $741
-
16 · Occupancy
total $20,823 · management and general $20,823
-
19 · Conferences, conventions and meetings
total $2,216 · management and general $2,216
-
22 · Depreciation, depletion and amortization
total $251 · management and general $251
-
23 · Insurance
total $5,500 · management and general $5,500
-
24a · Other expenses: MUSICIANS & SOLOISTS
total $555,608 · program services $555,608
-
24b · Other expenses: YOUTH EVENTS
total $38,850 · program services $38,850
-
24c · Other expenses: PRINTING & POSTAGE
total $32,808 · program services $17,060 · management and general $14,108 · fundraising $1,640
-
24d · Other expenses: MISCELLANEOUS
total $17,318 · program services $868 · management and general $16,450
-
24e · All other expenses
total $32,852 · program services $17,462 · management and general $7,352 · fundraising $8,038
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $310,548 · end of year $451,137
-
2 · Savings and temporary cash investments
beginning of year $150,000 · end of year $150,000
-
4 · Accounts receivable
end of year $402
-
9 · Prepaid expenses and deferred charges
beginning of year $2,436 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$21,366
-
10b · Land, buildings and equipment: accumulated depreciation
$21,366
-
10c · Land, buildings and equipment, net
beginning of year $251 · end of year $0
-
15 · Other assets
beginning of year $95,715 · end of year $75,484
-
17 · Accounts payable and accrued expenses
beginning of year $13,903 · end of year $14,659
-
19 · Deferred revenue
beginning of year $3,540 · end of year $84,516
-
25 · Other liabilities
beginning of year $95,715 · end of year $75,484
-
27 · Net assets without donor restrictions
beginning of year $445,792 · end of year $502,364
Mission and programs · 2023
Mission
WACO SYMPHONY ASSOCIATION'S MISSION IS TO PRESENT LIVE CLASSICAL MUSIC THAT WILL ENRICH THE CULTURAL LIFE OF OUR COMMUNITY.
Activities or mission (Part I)
SUPPORT OF THE WACO SYMPHONY AND RELATED EVENTS
-
CONCERTS - THE 2023-2024 SEAON THEMED "OUT OF THIS WORLD" INCLUDED FOUR SUBSCRIPTION CONCERTS AND TWO PERFORMANCES OF THE NUTCRACKER WITH BALLET FRONTIER OF TEXAS. HIGHLIGHTS FEATURED CLIBURN MEDAL-WINNING PIANIST ANNA GENIUSHENE, THE GRAMMY AND EMMY AWARD-WINNING STRING TRIO TIME FOR THREE, AND THE APPOINTMENT OF OUR NEW MUSIC DIRECTOR LAWRENCE LOH. THE SEASON FEATURED THE PRESENTATION OF COSMOS-AN HD ODYSSEY FILM AND A SCI-FI SPECTACULAR CONCERT, CELEBRATING WACO'S LOCATION IN THE 2024 SOLAR ECLIPSE PATH OF TOTALITY.THE WSA PROVIDES AN INTERNSHIP FOR UNDERGRAD OR GRADUATE STUDENTS MAJORING IN MUSIC PERFORMANCE, WHICH AFFORDS THEM AN OPPORTUNITY TO PERFORM WITH THE WACO SYMPHONY ORCHESTRA. IN ADDITION TO THE OPPORTUNITY TO PERFORM WITH A PROFESSIONAL ORCHESTRA THROUGH THE INTERNSHIP, STUDENTS ARE AWARDED A SCHOLARSHIP FOR THEIR COLLEGE EDUCATION.
Expenses $760,490 · Grants $20,494 · Revenue $523,122
-
CHILDREN'S EDUCATION: BELLES AND BRASS - THE WACO SYMPHONY ASSOCIATION'S LONG-STANDING BELLE AND BRASS PROGRAM ACCEPTS HIGH SCHOOL SOPHOMORE AND JUNIOR GIRLS AND JUNIOR BOYS IN AN ETIQUETTE TRAINING AND CLASSICAL MUSIC APPRECIATION PROGRAM WHICH NOT ONLY INTRODUCES YOUNG STUDENTS TO THE WORLD OF CLASSICAL MUSIC BUT ALSO ENCOURAGES THEIR PARENTS TO ATTEND ALL SYMPHONY CONCERT PERFORMANCES. PARTICIPANTS IN THE PROGRAM SERVE AS VOLUNTEER GREETERS AT THE CONCERTS. THE BELLES & BRASS PROGRAM FOR THE 2023-24 YEAR INCLUDED 37 SYMPHONY BELLES AND 7 SYMPHONY BRASS. ADOPT-A-SCHOOL- THE WACO SYMPHONY ASSOCIATION DONATES FUNDS TO SCHOOL ORCHESTRAS FOR NEW INSTRUMENTS, REFURBISHMENT OF CURRENT INSTRUMENTS, AND OTHER ITEMS NEEDED TO PROVIDE AN OPPORTUNITY TO STUDENTS TO PLAY IN THE SCHOOL ORCHESTRA. CHILDREN'S CONCERT- EVERY FALL, THE WACO SYMPHONY ORCHESTRA PRESENTS A CONCERT FOR WACO AREA SCHOOL CHILDREN TO EXPOSE STUDENTS TO CLASSICAL ORCHESTRAL MUSIC.
Expenses $28,168 · Grants $7,500 · Revenue $25,514
-
WACO SYMPHONY YOUTH ORCHESTRA- THE ASSOCIATION SPONSORS THE WACO SYMPHONY YOUTH ORCHESTRA AND ALSO PAYS TUITION FOR SELECT STUDENTS AS NEEDED AND REQUESTED.
Expenses $19,682 · Grants $1,500 · Revenue $15,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Carolyn BessCAROLYN BESS
EXECUTIVE DIRECTOR
- Total calculated
- $114,400
- From this org
- $114,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
-
Rex DavisREX DAVIS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Dianne SawyerDIANNE SAWYER
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne AlexanderSUZANNE ALEXANDER
CO-VICE-PRES.,ARTISTIC ADVISORY
- Total calculated
- $0
- Hours/week
- 1
-
Joe CalaoJOE CALAO
VICE-PRES,ARTISTIC ADVISORY
- Total calculated
- $0
- Hours/week
- 1
-
Ann HarderANN HARDER
CO-VICE-PRES.,NOMINATING
- Total calculated
- $0
- Hours/week
- 1
-
Jon GimbleJON GIMBLE
CO-VICE-PRES.,AUDIENCE DEVELO
- Total calculated
- $0
- Hours/week
- 1
-
Rhett DawsonRHETT DAWSON
CO-VICE-PRES.,AUDIENCE DEVELO
- Total calculated
- $0
- Hours/week
- 1
-
Stephen H CorwinSTEPHEN H CORWIN
VICE-PRES.,FOUNDATION
- Total calculated
- $0
- Hours/week
- 1
-
Nancy LivingstonNANCY LIVINGSTON
VICE-PRES.,FINANCE
- Total calculated
- $0
- Hours/week
- 1
-
Phillip CrawfordPHILLIP CRAWFORD
VICE-PRES.,FINANCE
- Total calculated
- $0
- Hours/week
- 1
-
Lisa LacyLISA LACY
CO-VICE-PRES.,SPONSORSHIP
- Total calculated
- $0
- Hours/week
- 1
-
Sandy McCormackSANDY MCCORMACK
CO-VICE-PRES.,SPONSORSHIP
- Total calculated
- $0
- Hours/week
- 1
-
Debra BurlesonDEBRA BURLESON
CO-VICE-PRES.,SPECIAL PROJ
- Total calculated
- $0
- Hours/week
- 1
-
Alice StarrALICE STARR
CO-VICE-PRES.,SPECIAL PROJ
- Total calculated
- $0
- Hours/week
- 1
-
Sarah AynesworthSARAH AYNESWORTH
CO-VICE-PRES.,HOSPITALITY
- Total calculated
- $0
- Hours/week
- 1
-
Candy SwenkeCANDY SWENKE
CO-VICE-PRES.,HOSPITALITY
- Total calculated
- $0
- Hours/week
- 1
-
Alec BurrissALEC BURRISS
CO-VICE-PRES.,CONCERTO CI
- Total calculated
- $0
- Hours/week
- 1
-
Jerry PowellJERRY POWELL
VICE-PRES,ADMINISTRATION
- Total calculated
- $0
- Hours/week
- 1
-
Sara RichieSARA RICHIE
CO-VICE-PRES,EDUCATION
- Total calculated
- $0
- Hours/week
- 1
-
Glenda StrumGLENDA STRUM
CO-VICE-PRES,EDUCATION
- Total calculated
- $0
- Hours/week
- 1
-
Heyward GreenHEYWARD GREEN
VICE-PRES,PLANNING
- Total calculated
- $0
- Hours/week
- 1
-
William LechnerWILLIAM LECHNER
VICE-PRES,TECHNOLOGY
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth BarnhillELIZABETH BARNHILL
COUNCIL PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Liz ArendLIZ AREND
PRESIDENT-ELECT,COUNCIL
- Total calculated
- $0
- Hours/week
- 1
-
Liz FraleyLIZ FRALEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Donald LewisDONALD LEWIS
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike RaymondMIKE RAYMOND
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robin BairdROBIN BAIRD
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey ArmstrongJEFFREY ARMSTRONG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary ColeyGARY COLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Glenn HannaGLENN HANNA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Harry HarelikHARRY HARELIK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jana HixsonJANA HIXSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dan InghamDAN INGHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrea KosarANDREA KOSAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rodney KrollRODNEY KROLL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laura LalaniLAURA LALANI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joaquin LugoJOAQUIN LUGO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Johnette McKownJOHNETTE MCKOWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Phil ReederPHIL REEDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Randy RiggsRANDY RIGGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Val RispoliVAL RISPOLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charles SternCHARLES STERN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laura SwannLAURA SWANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jocelyn WilliamsJOCELYN WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Miguel Harth-BedoyaMIGUEL HARTH-BEDOYA
INTERIM ARTISTIC ADVISOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary MortensonGARY MORTENSON
BAYLOR SCHOOL OF MUSIC ADVISOR
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
-
WACO INDEPENDENT SCHOOL DISTRICT
$7,500
GRANTS FOR THE SCHOOL ORCHESTRAS AT TENNYSON AND LAKE AIR SCHOOLS.
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.
-
501(C)(3) · CONTRIBUTION TO THE WACO SYMPHONY ORCHESTRA · TX
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 27 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540629349301959
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.