Form 990 for tax year 2024
Filed by FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION INC.
Totals
- Total revenue
- $12,380,717
- Total expenses
- $16,108,991
- Contributions and grants received
- $7,900,138
- Grants paid
- $0
- Program service revenue
- $3,743,134
- Investment income
- $737,445
- Other revenue
- $0
- Total assets, end of year
- $37,913,229
- Total liabilities, end of year
- $5,195,350
- Net assets or fund balances, end of year
- $32,717,879
- Program services expenses (Part IX)
- $12,367,116
- Management and general expenses
- $2,474,289
- Fundraising expenses
- $1,267,586
- Program service expenses (Part III)
- $12,367,116
Program services were 76.8% 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.
-
1c · Fundraising events
$961,438
-
1f · All other contributions, gifts and grants
$6,938,700
-
1g · Noncash contributions included above
$1,126,567
-
2a · Program service revenue: SINGLE TICKET SALES
total $1,919,614 · related or exempt $1,919,614
-
2b · Program service revenue: SUBSCRIPTION CONCERTS
total $868,074 · related or exempt $868,074
-
2c · Program service revenue: HANDLING, FACILITY, PA
total $518,322 · related or exempt $518,322
-
2d · Program service revenue: EDUCATIONAL CONCERTS
total $340,337 · related or exempt $340,337
-
2e · Program service revenue: ENGAGEMENT FEES
total $96,787 · related or exempt $96,787
-
3 · Investment income
total $737,445 · excluded $737,445
-
8a · Fundraising events: gross income
$217,702
-
8a · Fundraising events: contributions included on line 1c
$961,438
-
8b · Fundraising events: direct expenses
$217,702
-
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 $875,522 · program services $543,433 · management and general $332,089
-
7 · Other salaries and wages
total $8,712,967 · program services $6,587,279 · management and general $1,269,718 · fundraising $855,970
-
8 · Pension plan contributions
total $325,569 · program services $260,775 · management and general $42,635 · fundraising $22,159
-
9 · Other employee benefits
total $54,450 · program services $46,132 · management and general $2,403 · fundraising $5,915
-
10 · Payroll taxes
total $22,801 · program services $18,706 · management and general $3,038 · fundraising $1,057
-
11b · Fees: legal
total $2,320 · management and general $2,320
-
11c · Fees: accounting
total $89,331 · management and general $89,331
-
11f · Fees: investment management
total $126,555 · management and general $126,555
-
11g · Fees: other
total $66,007 · program services $17,856 · management and general $2,638 · fundraising $45,513
-
12 · Advertising and promotion
total $591,549 · program services $376,868 · management and general $214,681
-
16 · Occupancy
total $776,030 · program services $537,643 · management and general $160,783 · fundraising $77,604
-
17 · Travel
total $9,908 · program services $9,908
-
19 · Conferences, conventions and meetings
total $125,367 · program services $125,367
-
20 · Interest
total $196,552 · program services $29,482 · management and general $157,242 · fundraising $9,828
-
22 · Depreciation, depletion and amortization
total $339,388 · program services $234,593 · management and general $70,856 · fundraising $33,939
-
24a · Other expenses: PRODUCTION EXPENSES
total $2,845,601 · program services $2,845,601
-
24b · Other expenses: HALL RENTAL
total $733,473 · program services $733,473
-
24c · Other expenses: DEVELOPMENT
total $215,601 · fundraising $215,601
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $82,827 · end of year $79,927
-
3 · Pledges and grants receivable
beginning of year $5,596,281 · end of year $3,633,043
-
4 · Accounts receivable
beginning of year $6,459 · end of year $3,834
-
9 · Prepaid expenses and deferred charges
beginning of year $676,278 · end of year $469,767
-
10a · Land, buildings and equipment: cost or other basis
$1,576,591
-
10b · Land, buildings and equipment: accumulated depreciation
$1,133,899
-
10c · Land, buildings and equipment, net
beginning of year $495,721 · end of year $442,692
-
11 · Investments: publicly traded securities
beginning of year $30,873,752 · end of year $30,959,005
-
15 · Other assets
beginning of year $1,780,556 · end of year $2,324,961
-
17 · Accounts payable and accrued expenses
beginning of year $894,891 · end of year $1,057,843
-
19 · Deferred revenue
beginning of year $1,319,010 · end of year $974,447
-
24 · Unsecured notes and loans payable
beginning of year $2,395,000 · end of year $2,398,000
-
25 · Other liabilities
beginning of year $266,747 · end of year $765,060
-
27 · Net assets without donor restrictions
beginning of year -$2,966,221 · end of year -$5,956,559
-
28 · Net assets with donor restrictions
beginning of year $37,602,447 · end of year $38,674,438
Mission and programs · 2024
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 PERFORMED A 46-WEEK CONCERT SEASON FEATURING 79 UNIQUE ORCHESTRAL PRODUCTIONS, REACHING AN AUDIENCE OF 66,000 LOCALS AND TOURISTS. PERFORMANCES INCLUDED A SYMPHONIC SERIES, A POPS SERIES, SPECIAL EVENTS, AND FAMILY-FRIENDLY CONCERTS FEATURING AN ARRAY OF BOTH NATIONAL AND INTERNATIONAL GUEST ARTISTS AND CONDUCTORS. COMMUNITY MEMBERS OF ALL WALKS OF LIFE WERE BROUGHT TOGETHER BY OUR DIVERSE ARRAY OF PROGRAMMING, SERVING AS A REMINDER OF THE UNIFYING POWER OF MUSIC.
Expenses $9,027,995 · Revenue $3,402,797
-
EDUCATION CONCERTS - WE PERFORMED 21 EDUCATION CONCERTS ACROSS NORTH TEXAS, REACHING AN AUDIENCE OF 14,500 STUDENTS AND FAMILIES. SCHOOL DISTRICTS ENGAGED INCLUDE FORT WORTH ISD, WEATHERFORD ISD, BIRDVILLE ISD, H-E-B ISD, NORTHWEST ISD, ARLINGTON ISD, FRISCO ISD, AND KELLER ISD. PERFORMANCES PROVIDED STUDENTS WITH INTERACTIVE MUSICAL EXPERIENCES THAT FOSTER COMMUNITY CONNECTION AND ARTISTIC APPRECIATION. COMMUNITY CONCERTS AND EVENTS - WE PRODUCED 8 COMMUNITY PERFORMANCES AND EVENTS ACROSS TARRANT COUNTY THAT ENGAGED APPROXIMATELY 4,300 ADULTS AND CHILDREN, INCLUDING COMMUNITY MEMBERS FROM HISTORICALLY UNDER-REPRESENTED GROUPS. PROVIDING THE COMMUNITY WITH MEANINGFUL OUTREACH EVENTS HELPED TO UPLIFT, EDUCATE, AND (CONT. ON SCH. O) INSPIRE PEOPLE OF VARIOUS BACKGROUNDS WHILE ENRICHING THE COUNTY'S BROADER ARTS AND CULTURE SECTOR.
Expenses $3,339,121 · Revenue $340,337
As filed on the 2024 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
- $324,372
- From this org
- $318,095
- From related orgs
- $0
- Other
- $6,277
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $303,095
- Bonus
- $15,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $6,277
- Filer's total
- $324,372
-
Mercedes T BassMERCEDES T BASS
CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 1
-
Marianne AuldMARIANNE AULD
CHAIRMAN OF THE EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
John WellsJOHN WELLS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Bob KarlBOB KARL
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Connie BeckCONNIE BECK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Grant AllenGRANT ALLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Edwin AugustatDR EDWIN AUGUSTAT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Semi AliSEMI ALI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy Roach BaileyAMY ROACH BAILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John Belk MusicianJOHN BELK MUSICIAN
DIRECTOR
- Total calculated
- $71,022
- From this org
- $62,288
- From related orgs
- $0
- Other
- $8,734
- Hours/week
- 1
-
Michael BennettMICHAEL BENNETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ashli BlumenfeldASHLI BLUMENFELD
DIRECTOR (THRU 05/25)
- Total calculated
- $0
- Hours/week
- 1
-
Anne Marie BrattonANNE MARIE 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 (THRU 02/25)
- Total calculated
- $0
- Hours/week
- 1
-
Ervin CashERVIN CASH
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
-
Craig CollinsCRAIG COLLINS
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
-
Dr Benge DanielDR BENGE DANIEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Salam DavidSALAM DAVID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mitzi DavisMITZI DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Tom DeasDR TOM DEAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Asad DeanDR ASAD DEAN
DIRECTOR (THRU 04/25)
- Total calculated
- $0
- Hours/week
- 1
-
Dr Jeffrey G DetweilerDR JEFFREY G DETWEILER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian DrakeBRIAN DRAKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Althea DuerstenALTHEA DUERSTEN
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 (THRU 06/25)
- 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
-
Christopher GoffCHRISTOPHER GOFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gail Aronoff GranekGAIL ARONOFF GRANEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eric HaitzERIC HAITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lee HallmanLEE HALLMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aaron HowardAARON HOWARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bonnie JanzenBONNIE JANZEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shauna JenkinsSHAUNA JENKINS
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
-
Dr Debra KoppelbergerDR DEBRA KOPPELBERGER
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 (THRU 05/25)
- Total calculated
- $0
- Hours/week
- 1
-
Quynh LuQUYNH LU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kate Lummis NorrisKATE LUMMIS NORRIS
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
-
Samuel E NavarroSAMUEL E NAVARRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Justin NewtonJUSTIN NEWTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Frasher H PergandeFRASHER H PERGANDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Don C PlattsmierDON C PLATTSMIER
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
-
Anita RobidouANITA ROBIDOU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Henry H RobinsonHENRY H ROBINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leonard RyanLEONARD RYAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jude RyanJUDE RYAN
DIRECTOR (THRU 08/24)
- 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
-
Dr Dolores Darcy SetyDR DOLORES DARCY SETY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Allan Steele MusicianALLAN STEELE MUSICIAN
DIRECTOR
- Total calculated
- $93,359
- From this org
- $84,625
- From related orgs
- $0
- Other
- $8,734
- Hours/week
- 1
-
Clare StonesiferCLARE STONESIFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca StupfelREBECCA STUPFEL
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
-
Paul WehbaPAUL WEHBA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr James WilliamsDR JAMES WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kristine WilliamsKRISTINE WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jw WilsonJW WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jacque CarpenterJACQUE CARPENTER
VP OF FINANCE AND HR
- Total calculated
- $123,900
- From this org
- $123,385
- From related orgs
- $0
- Other
- $515
- Hours/week
- 40
-
Robert SpanoROBERT SPANO
MUSIC DIRECTOR
- Total calculated
- $326,741
- From this org
- $317,493
- From related orgs
- $0
- Other
- $9,248
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $317,493
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $9,248
- Filer's total
- $326,741
-
Carrie Ellen AdamianCARRIE ELLEN ADAMIAN
CHIEF MARKETING OFFICER
- Total calculated
- $168,037
- From this org
- $161,760
- From related orgs
- $0
- Other
- $6,277
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,760
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $6,277
- Filer's total
- $168,037
-
Meagan HemenwayMEAGAN HEMENWAY
VP OF DEVELOPMENT
- Total calculated
- $130,065
- From this org
- $130,065
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Michael ShihMICHAEL SHIH
CONCERTMASTER
- Total calculated
- $125,907
- From this org
- $117,666
- From related orgs
- $0
- Other
- $8,241
- 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
- KEITH CERNY, PRESIDENT/CEO, RECEIVED A BONUS OF $15,000 IN THE 2024 CALENDER YEAR.
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
- 2024
- Filed
- 9 June 2026
- IRS schema version
- 2024v5.5
- Source object
- 202621619349300632
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