Totals
- Total revenue
- $1,098,910
- Total expenses
- $1,006,889
- Contributions and grants received
- $523,908
- Grants paid
- $31,050
- Program service revenue
- $517,820
- Investment income
- $1,092
- Other revenue
- $56,090
- Total assets, end of year
- $558,950
- Total liabilities, end of year
- $113,158
- Net assets or fund balances, end of year
- $445,792
- Program services expenses (Part IX)
- $776,260
- Management and general expenses
- $117,446
- Fundraising expenses
- $113,183
- Program service expenses (Part III)
- $776,260
Program services were 77.1% 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
$68,081
-
1e · Government grants (contributions)
$30,000
-
1f · All other contributions, gifts and grants
$425,827
-
1g · Noncash contributions included above
$22,265
-
2a · Program service revenue: TICKET SALES
total $379,914 · related or exempt $379,914
-
2b · Program service revenue: PROCESSING & HANDLING
total $51,022 · related or exempt $51,022
-
2c · Program service revenue: PROGRAM ADVERTISING
total $35,875 · unrelated business $35,875
-
2d · Program service revenue: BELLES & BRASS & CHILD
total $21,072 · related or exempt $21,072
-
2e · Program service revenue: BUS TICKETS & NUTCRACK
total $15,547 · related or exempt $15,547
-
2f · All other program service revenue
total $14,390 · related or exempt $14,390
-
3 · Investment income
total $1,092 · excluded $1,092
-
8a · Fundraising events: gross income
$93,066
-
8b · Fundraising events: direct expenses
$36,976
-
8c · Net income from fundraising events
total $56,090 · excluded $56,090
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 $23,050 · program services $23,050
-
5 · Compensation of officers, directors and key employees
total $111,833 · program services $41,378 · management and general $25,722 · fundraising $44,733
-
7 · Other salaries and wages
total $88,609 · program services $32,786 · management and general $20,380 · fundraising $35,443
-
9 · Other employee benefits
total $8,111 · program services $4,299 · management and general $1,379 · fundraising $2,433
-
10 · Payroll taxes
total $16,441 · program services $6,083 · management and general $3,781 · fundraising $6,577
-
11c · Fees: accounting
total $16,369 · management and general $16,369
-
12 · Advertising and promotion
total $30,897 · program services $30,897
-
13 · Office expenses
total $3,858 · program services $1,543 · management and general $1,042 · fundraising $1,273
-
16 · Occupancy
total $20,636 · program services $900 · management and general $19,736
-
19 · Conferences, conventions and meetings
total $2,474 · management and general $2,474
-
22 · Depreciation, depletion and amortization
total $1,360 · management and general $1,360
-
23 · Insurance
total $3,681 · management and general $3,681
-
24a · Other expenses: MUSICIANS & SOLOISTS
total $549,600 · program services $549,600
-
24b · Other expenses: PRINTING & POSTAGE
total $36,405 · program services $18,931 · management and general $15,654 · fundraising $1,820
-
24c · Other expenses: YOUTH EVENTS
total $25,277 · program services $25,277
-
24d · Other expenses: IN KIND DONATIONS
total $22,265 · program services $2,795 · fundraising $19,470
-
24e · All other expenses
total $38,023 · program services $30,721 · management and general $5,868 · fundraising $1,434
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $228,542 · end of year $310,548
-
2 · Savings and temporary cash investments
beginning of year $150,000 · end of year $150,000
-
9 · Prepaid expenses and deferred charges
end of year $2,436
-
10a · Land, buildings and equipment: cost or other basis
$21,366
-
10b · Land, buildings and equipment: accumulated depreciation
$21,115
-
10c · Land, buildings and equipment, net
beginning of year $1,611 · end of year $251
-
15 · Other assets
beginning of year $0 · end of year $95,715
-
17 · Accounts payable and accrued expenses
beginning of year $8,782 · end of year $13,903
-
19 · Deferred revenue
beginning of year $17,600 · end of year $3,540
-
25 · Other liabilities
beginning of year $0 · end of year $95,715
-
27 · Net assets without donor restrictions
beginning of year $353,771 · end of year $445,792
Mission and programs · 2022
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 - IN LINE WITH THE WACO SYMPHONY'S MISSION STATEMENT OF BRINGING CLASSICAL MUSIC TO THE LOCAL COMMUNITY, THE WACO SYMPHONY PRESENTED FIVE CLASSICAL CONCERTS DURING THE YEAR WHICH INCLUDED GUEST ARTISTS NORM LEWIS, JEREMY DENK AND GIL SHAHAM. THE SEASON ALSO HIGHLIGHTED NICHOLAS BARDONNAY'S GRAND CANYON SUITE VISUAL CONCERTO, WHICH BROUGHT THE MUSIC TO LIFE WITH STUNNING PHOTOGRAPHY OF THE GRAND CANYON. A SPECIAL HOLIDAY SEAON PERFORMANCE OF THE NUTCRACKER TOOK PLACE IN DECEMBER.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 $742,583 · Grants $22,650 · Revenue $446,483
-
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 2022-23 YEAR INCLUDED 23 JUNIOR SYMPHONY BELLES, 42 SOPHOMORE SYMPHONY BELLES AND 13 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 $22,843 · Grants $8,000 · Revenue $21,072
-
WACO SYMPHONY YOUTH ORCHESTRA- THE ASSOCIATION SPONSORS THE WACO SYMPHONY YOUTH ORCHESTRA AND ALSO PAYS TUITION FOR SELECT STUDENTS AS NEEDED AND REQUESTED.
Expenses $10,834 · Grants $400 · Revenue $14,390
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ann HarderANN HARDER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Rex DavisREX DAVIS
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Lisa LacyLISA LACY
VICE-PRES.,ARTISTC ADVI
- Total calculated
- $0
- Hours/week
- 1
-
Joe CalaoJOE CALAO
VICE-PRES.,NOMINATING
- Total calculated
- $0
- Hours/week
- 1
-
Jon GimbleJON GIMBLE
VICE-PRES.,AUDIENCE DEVELO
- Total calculated
- $0
- Hours/week
- 1
-
Heyward GreenHEYWARD GREEN
VICE-PRES.,STRATEGIC PLANN
- Total calculated
- $0
- Hours/week
- 1
-
Jerry PowellJERRY POWELL
VICE-PRES.,FOUNDATION
- Total calculated
- $0
- Hours/week
- 1
-
Nancy LivingstonNANCY LIVINGSTON
VICE-PRES.,FINANCE
- Total calculated
- $0
- Hours/week
- 1
-
Carol SedberryCAROL SEDBERRY
VICE-PRES.,EDUCATION
- Total calculated
- $0
- Hours/week
- 1
-
Donald LewisDONALD LEWIS
CO-VICE-PRES.,SPONSORSHIP
- Total calculated
- $0
- Hours/week
- 1
-
Dianne SawyerDIANNE SAWYER
CO-VICE-PRES.,SPONSORSHIP
- Total calculated
- $0
- Hours/week
- 1
-
Alice StarrALICE STARR
CO-VICE-PRES.,SPECIAL PROJECT
- Total calculated
- $0
- Hours/week
- 1
-
Edith ReitmeierEDITH REITMEIER
CO-VICE-PRES.,SPECIAL PROJECT
- 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
-
Debra BurlesonDEBRA BURLESON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne AlexanderSUZANNE ALEXANDER
COUNCIL PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Dave InnisDAVE INNIS
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike RaymondMIKE RAYMOND
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Liz ArendLIZ AREND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey ArmstrongJEFFREY ARMSTRONG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sally BledsoeSALLY BLEDSOE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Traci BrennanTRACI BRENNAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen BrownKATHLEEN BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary ColeyGARY COLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen H CorwinSTEPHEN H CORWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Phillip CrawfordPHILLIP CRAWFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rhett DawsonRHETT DAWSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rhonda ErwinRHONDA ERWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Liz FraleyLIZ FRALEY
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
-
Dan InghamDAN INGHAM
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
-
William LechnerWILLIAM LECHNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joaquin LugoJOAQUIN LUGO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tom LupferTOM LUPFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sandy McCormackSANDY MCCORMACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Johnette McKownJOHNETTE MCKOWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lorie O'NeillLORIE O'NEILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sara RichieSARA RICHIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Randy RiggsRANDY RIGGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tyrha Lindsey-WarrenTYRHA LINDSEY-WARREN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carolyn BessCAROLYN BESS
EXECUTIVE DIRECTOR
- Total calculated
- $110,369
- From this org
- $110,369
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
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
$8,000
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
- 2022
- Filed
- 13 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202430749349300918
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.