Form 990 for tax year 2023
Filed by FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION INC.
Totals
- Total revenue
- $14,085,368
- Total expenses
- $14,840,993
- Contributions and grants received
- $9,916,798
- Grants paid
- $0
- Program service revenue
- $3,538,042
- Investment income
- $630,528
- Other revenue
- $0
- Total assets, end of year
- $39,511,874
- Total liabilities, end of year
- $4,875,648
- Net assets or fund balances, end of year
- $34,636,226
- Program services expenses (Part IX)
- $12,214,972
- Management and general expenses
- $1,972,168
- Fundraising expenses
- $653,853
- Program service expenses (Part III)
- $12,214,972
Program services were 82.3% 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.
-
1c · Fundraising events
$764,009
-
1f · All other contributions, gifts and grants
$9,152,789
-
1g · Noncash contributions included above
$355,669
-
2a · Program service revenue: SINGLE TICKET SALES
total $1,875,604 · related or exempt $1,875,604
-
2b · Program service revenue: SUBSCRIPTION CONCERTS
total $1,126,758 · related or exempt $1,126,758
-
2c · Program service revenue: ENGAGEMENT FEES
total $244,678 · related or exempt $244,678
-
2d · Program service revenue: EDUCATIONAL CONCERTS
total $177,466 · related or exempt $177,466
-
2e · Program service revenue: HANDLING, FACILITY, PA
total $113,536 · related or exempt $113,536
-
3 · Investment income
total $630,528 · excluded $630,528
-
8a · Fundraising events: gross income
$267,126
-
8a · Fundraising events: contributions included on line 1c
$764,009
-
8b · Fundraising events: direct expenses
$267,126
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $771,286 · program services $373,115 · management and general $398,171
-
7 · Other salaries and wages
total $8,149,402 · program services $6,941,719 · management and general $795,190 · fundraising $412,493
-
8 · Pension plan contributions
total $294,636 · program services $187,172 · management and general $79,731 · fundraising $27,733
-
9 · Other employee benefits
total $149,017 · program services $94,758 · management and general $38,337 · fundraising $15,922
-
10 · Payroll taxes
total $66,342 · program services $54,428 · management and general $8,839 · fundraising $3,075
-
11b · Fees: legal
total $3,480 · management and general $3,480
-
11c · Fees: accounting
total $89,602 · management and general $89,602
-
11f · Fees: investment management
total $122,664 · management and general $122,664
-
11g · Fees: other
total $110,925 · program services $104,099 · fundraising $6,826
-
12 · Advertising and promotion
total $645,399 · program services $401,123 · management and general $236,991 · fundraising $7,285
-
16 · Occupancy
total $699,339 · program services $557,643 · management and general $105,129 · fundraising $36,567
-
17 · Travel
total $18,179 · program services $14,524 · management and general $2,703 · fundraising $952
-
19 · Conferences, conventions and meetings
total $119,990 · program services $95,864 · management and general $17,840 · fundraising $6,286
-
20 · Interest
total $63,176 · program services $9,497 · management and general $50,376 · fundraising $3,303
-
22 · Depreciation, depletion and amortization
total $153,767 · program services $122,612 · management and general $23,115 · fundraising $8,040
-
24a · Other expenses: PRODUCTION EXPENSES
total $2,625,044 · program services $2,625,044
-
24b · Other expenses: HALL RENTAL
total $633,374 · program services $633,374
-
24c · Other expenses: DEVELOPMENT
total $125,371 · fundraising $125,371
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $76,659 · end of year $82,827
-
3 · Pledges and grants receivable
beginning of year $2,630,525 · end of year $5,596,281
-
4 · Accounts receivable
beginning of year $53,314 · end of year $6,459
-
9 · Prepaid expenses and deferred charges
beginning of year $565,253 · end of year $676,278
-
10a · Land, buildings and equipment: cost or other basis
$1,484,129
-
10b · Land, buildings and equipment: accumulated depreciation
$988,408
-
10c · Land, buildings and equipment, net
beginning of year $450,677 · end of year $495,721
-
11 · Investments: publicly traded securities
beginning of year $29,391,128 · end of year $30,873,752
-
15 · Other assets
beginning of year $1,942,459 · end of year $1,780,556
-
17 · Accounts payable and accrued expenses
beginning of year $959,103 · end of year $894,891
-
19 · Deferred revenue
beginning of year $1,255,230 · end of year $1,319,010
-
24 · Unsecured notes and loans payable
beginning of year $150,000 · end of year $2,395,000
-
25 · Other liabilities
beginning of year $502,378 · end of year $266,747
-
27 · Net assets without donor restrictions
beginning of year -$812,203 · end of year -$2,966,221
-
28 · Net assets with donor restrictions
beginning of year $33,055,507 · end of year $37,602,447
Mission and programs · 2023
Mission
SEE SCHEDULE O-TO PERFORM GREAT SYMPHONIC MUSIC AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE TO EDUCATE, ENTERTAIN, AND ENHANCE CULTURAL LIFE.-TO PRESENT ENGAGING MUSIC EDUCATION PROGRAMS FOR YOUNG PEOPLE TO FOSTER EARLY INTEREST IN AND INSPIRE LIFELONG ENJOYMENT OF MUSIC. -TO ACHIEVE EVER-GREATER LEVELS OF ARTISTIC ACCOMPLISHMENT AND LEADERSHIP IN FORT WORTH AND ACROSS THE NATION.
Activities or mission (Part I)
PERFORM GREAT SYMPHONIC MUSIC TO EDUCATE, ENTERTAIN, AND ENHANCE LIFE.
-
ORCHESTRAL PRODUCTIONS - WE HAD 70 PERFORMANCES WITH AN APPROXIMATE ATTENDANCE OF 50,000 THAT INCLUDED STUDENTS AND ADULTS. THESE PERFORMANCES INCLUDED SYMPHONIC, POPULAR, AND SPECIAL FAMILY FRIENDLY MUSIC THAT FEATURED NATIONAL AND INTERNATIONAL GUEST ARTISTS AND CONDUCTORS. THIS COMBINATION OF PERFORMANCES SERVED AS A POWERFUL OUTREACH EFFORT, ENGAGING YOUTH AND THEIR FAMILIES THROUGH INSPIRING AND ACCESSIBLE MUSICAL EXPERIENCE.
Expenses $9,194,065 · Revenue $3,360,576
-
EDUCATION CONCERTS - WE PERFORMED OVER 17 CONCERTS FOR THE YOUTH THROUGHOUT THE AREA WHICH HAD AN ATTENDANCE OF OVER 13,000 STUDENTS AND FAMILIES. THIS WAS MADE UP OF VARIOUS SCHOOL DISTRICTS IN THE SURROUNDING AREAS THAT INCLUDED FWISD, MESQUITE ISD, WAXAHACHIE ISD, AND MORE. THESE PERFORMANCES INTRODUCED MORE THAN JUST ENTERTAINMENT BUT CREATED A DEEPER APPRECIATION FOR THE ARTS AND MUSICAL EDUCATION FOR THE YOUTH OF EACH COMMUNITY. COMMUNITY CONCERTS - WE HAD 6 PERFORMANCES IN THE SURROUNDING COMMUNITIES THAT BENEFITED APPROXIMATELY 1,800 ADULTS AND CHILDREN, THAT INCLUDED MINORITY GROUPS. OUR PRESENCE IN THESE COMMUNITY EVENTS UPLIFTED, EDUCATED, AND ENCOURAGED GROWTH IN THE PERFORMING ARTS. WE HOPED TO RAISE CONFIDENCE, CREATIVITY, AND A BELIEF OF WHAT'S POSSIBLE IN MUSICAL PERFORMANCE.
Expenses $3,020,907 · Revenue $177,466
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Keith CernyKEITH CERNY
PRESIDENT & CEO
- Total calculated
- $331,794
- From this org
- $325,956
- From related orgs
- $0
- Other
- $5,838
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $325,956
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $5,838
- Filer's total
- $331,794
-
Mercedes T BassMERCEDES T BASS
CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 1
-
Marianne AuldMARIANNE AULD
CHAIRMAN OF THE EXECUTIVE
- Total calculated
- $0
- Hours/week
- 1
-
Don C PlattsmierDON C PLATTSMIER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Lee HallmanLEE HALLMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Amy Roach BaileyAMY ROACH BAILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Rebecca BeasleyDR REBECCA BEASLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Connie BeckCONNIE BECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ashli BlumenfeldASHLI BLUMENFELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anne Mari BrattonANNE MARI BRATTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John BroudeJOHN BROUDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
J BrooksJ BROOKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen BurchfieldKAREN BURCHFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anne CarvalhoANNE CARVALHO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Joseph CecereDR JOSEPH CECERE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brenda ClineBRENDA CLINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Mary CostasDR MARY COSTAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara A CoxBARBARA A COX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Juana-Rosa DaniellJUANA-ROSA DANIELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim DanielsTIM DANIELS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Benge DanielDR BENGE DANIEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mitzi DavisMITZI DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Asad DeanDR ASAD DEAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Tom DeasDR TOM DEAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Jeffrey G DetweilerDR JEFFREY G DETWEILER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joseph DewoodyJOSEPH DEWOODY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Willa DunleavyWILLA DUNLEAVY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brandon ElmsBRANDON ELMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Jennifer FreemanDR JENNIFER FREEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charlotte FrenchCHARLOTTE FRENCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aubrey GideonAUBREY GIDEON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pamela GilchristPAMELA GILCHRIST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gail Aronoff GranekGAIL ARONOFF GRANEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aaron HowardAARON HOWARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim JohnsonKIM JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dee J Kelly JrDEE J KELLY JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kelly LancarteKELLY LANCARTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mollie L LasaterMOLLIE L LASATER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nico LeoneNICO LEONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary Hart LipscombMARY HART LIPSCOMB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Misty LockeMISTY LOCKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kate LummisKATE LUMMIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Louella MartinLOUELLA MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Priscilla W MartinPRISCILLA W MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Stuart D McDonaldDR STUART D MCDONALD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ellen MessmanELLEN MESSMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Justin NewtonJUSTIN NEWTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dana PorterDANA PORTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Don ReidDON REID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jean RoachJEAN ROACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Henry H RobinsonHENRY H ROBINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jude RyanJUDE RYAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alann Bedford SampsonALANN BEDFORD SAMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff SchmeltekopfJEFF SCHMELTEKOPF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Russ SchultzDR RUSS SCHULTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kal SilverbergKAL SILVERBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas L SmithTHOMAS L SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Clare StonesiferCLARE STONESIFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan T SuderJONATHAN T SUDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carla Kemp ThompsonCARLA KEMP THOMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Amy TullyDR AMY TULLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John WellsJOHN WELLS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr James WilliamsDR JAMES WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jw WilsonJW WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gerry WoodGERRY WOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aaron Shelby LeeAARON SHELBY LEE
VP FINANCE (THRU 3/24)
- Total calculated
- $106,615
- From this org
- $106,615
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Michelline MalleyMICHELLINE MALLEY
VP FINANCE (4/24-6/24)
- Total calculated
- $0
- Hours/week
- 40
-
Jacque CarpenterJACQUE CARPENTER
VP HR, VP FINANCE (AS OF 7/24)
- Total calculated
- $93,595
- From this org
- $93,595
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Robert SpanoROBERT SPANO
MUSIC DIRECTOR
- Total calculated
- $287,471
- From this org
- $277,767
- From related orgs
- $0
- Other
- $9,704
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $277,767
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $9,704
- Filer's total
- $287,471
-
Carrie Ellen AdamianCARRIE ELLEN ADAMIAN
CHIEF MARKETING OFFICER
- Total calculated
- $144,371
- From this org
- $139,561
- From related orgs
- $0
- Other
- $4,810
- Hours/week
- 40
-
Meagan HemenwayMEAGAN HEMENWAY
VP OF DEVELOPMENT
- Total calculated
- $147,900
- From this org
- $147,900
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Michael ShihMICHAEL SHIH
CONCERTMASTER
- Total calculated
- $120,533
- From this org
- $113,561
- From related orgs
- $0
- Other
- $6,972
- Hours/week
- 40
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
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- THE ORGANIZATION PROVIDED A DISCRETIONARY BONUS TO ITS EMPLOYEES TO RECOGNIZE THEIR EXCEPTIONAL PERFORMANCE AND COMMITMENT TO THE SUCCESS OF THE ORGANIZATION.
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 June 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511609349301601
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