Civic Intelligence

Houston Symphony Endowment

EIN 20-8350227 • 501(c)3 • Houston, TX

Profile

To support the operations of the Houston Symphony Society.

615 Louisiana St 102Houston, TX 77002

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

31st percentile

-0.3%

Higher net margin than 31% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

48th percentile

$472,503

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

42nd percentile

4.0%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-49%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Down

$86,515,822

Down $940,288 (-1.1%) from 2022

Liabilities

Down

$0

Down $5,177 (-100%) from 2022

Net Assets

Down

$86,515,822

Down $935,111 (-1.1%) from 2022

Operations
Liabilities / Revenue4th percentileNet Margin31st percentile

Revenue

Up

$5,113,564

Up $2,041,930 (+66%) from 2022

Expenses

Up

$4,500,976

Up $466,750 (+12%) from 2022

Net Income

Up

$612,588

Up $1,575,180 (+164%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2011: $70,195,468Liabilities 2011: $0Net Assets 2011: $70,195,4682011Assets 2012: $66,511,868Liabilities 2012: $0Net Assets 2012: $66,511,8682012Assets 2013: $71,276,690Liabilities 2013: $0Net Assets 2013: $71,276,6902013Assets 2014: $73,729,642Liabilities 2014: $0Net Assets 2014: $73,729,6422014Assets 2015: $75,501,151Liabilities 2015: $0Net Assets 2015: $75,501,1512015Assets 2016: $72,640,980Liabilities 2016: $0Net Assets 2016: $72,640,9802016Assets 2017: $74,610,515Liabilities 2017: $0Net Assets 2017: $74,610,5152017Assets 2018: $77,875,481Liabilities 2018: $0Net Assets 2018: $77,875,4812018Assets 2019: $75,471,987Liabilities 2019: $0Net Assets 2019: $75,471,9872019Assets 2020: $73,523,933Liabilities 2020: $0Net Assets 2020: $73,523,9332020Assets 2021: $90,419,052Liabilities 2021: $0Net Assets 2021: $90,419,0522021Assets 2022: $87,456,110Liabilities 2022: $5,177Net Assets 2022: $87,450,9332022Assets 2023: $86,515,822Liabilities 2023: $0Net Assets 2023: $86,515,8222023

Highlighted filing

2023

Assets$86,515,822
Liabilities$0
Net Assets$86,515,822
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $1,509,832Expenses 2011: $3,943,476Net Income 2011: -$2,433,6442011Expenses 2012: $4,128,8082012Expenses 2013: $4,589,9552013Revenue 2014: $6,120,692Expenses 2014: $4,156,952Net Income 2014: $1,963,7402014Revenue 2015: $8,289,366Expenses 2015: $4,305,282Net Income 2015: $3,984,0842015Revenue 2016: $2,215,472Expenses 2016: $4,563,949Net Income 2016: -$2,348,4772016Revenue 2017: $2,656,900Expenses 2017: $5,140,374Net Income 2017: -$2,483,4742017Revenue 2018: $4,484,463Expenses 2018: $4,103,735Net Income 2018: $380,7282018Revenue 2019: $2,200,422Expenses 2019: $3,791,934Net Income 2019: -$1,591,5122019Revenue 2020: $2,650,050Expenses 2020: $5,469,767Net Income 2020: -$2,819,7172020Revenue 2021: $3,639,134Expenses 2021: $3,656,998Net Income 2021: -$17,8642021Revenue 2022: $3,071,634Expenses 2022: $4,034,226Net Income 2022: -$962,5922022Revenue 2023: $5,113,564Expenses 2023: $4,500,976Net Income 2023: $612,5882023

Highlighted filing

2023

Revenue$5,113,564
Expenses$4,500,976
Net Income$612,588
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$86,515,822
Liabilities
$0
Net assets
$86,515,822
Revenue
$5,113,564
Expenses
$4,500,976
Net income
$612,588
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$86.5$0.00$86.5$5.11$4.50$0.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.5$0.01$87.5$3.07$4.03$0.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.4$0.00$90.4$3.64$3.66$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.5$0.00$73.5$2.65$5.47$2.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.5$0.00$75.5$2.20$3.79$1.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.9$0.00$77.9$4.48$4.10$0.38
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.6$0.00$74.6$2.66$5.14$2.48
2016Detailed filing. Detailed filing data is available for this year.$72.6$0.00$72.6$2.22$4.56$2.35
2015Detailed filing. Detailed filing data is available for this year.$75.5$0.00$75.5$8.29$4.31$3.98
2014Detailed filing. Detailed filing data is available for this year.$73.7$0.00$73.7$6.12$4.16$1.96
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.3$0.00$71.3$4.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.5$0.00$66.5$4.13
2011Summary only. Only limited summary data is available for this year.$70.2$0.00$70.2$1.51$3.94$2.43
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 17, 2018
Return Version
2016v3.0
Gross Receipts
$9,323,526
Mission and Program Overview

Mission

To support the operations of the Houston Symphony Society.

The Houston Symphony Endowment's sole purpose is to support the operations of the Houston Symphony Society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$58,421,029$37,389,581▼ $21,031,448
Investments in Publicly Traded Securities$4,792,990$26,143,801▲ $21,350,811
Pledges and Grants Receivable$7,065,468$6,861,307▼ $204,161
Savings and Temporary Cash Investments$321,853$2,793,871▲ $2,472,018
Land, Buildings, and Equipment, Net$480,000$480,000→ $0
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$72,640,980$74,610,515▲ $1,969,535
Other Assets Total$1,559,640$941,955▼ $617,685
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$76,490,213$77,298,212▲ $807,999
Unrestricted Net Assets$-3,849,233$-2,687,697▲ $1,161,536
Total Net Assets Fund Balance$72,640,980$74,610,515▲ $1,969,535
Total Liabilities and Net Assets / Fund Balance$72,640,980$74,610,515▲ $1,969,535

Asset Categories

AssetBook ValueDepreciationBasis
Land$480,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$72,640,980$553,844▲ $6,524,797-$74,610,515
2015$75,501,151$4,109,801▼ $2,437,539-$72,640,980
2014$73,729,642$3,711,580▲ $2,331,320-$75,501,151
2013$71,276,690$76,808▲ $6,500,460-$73,729,642
2012$66,511,868$47,898▲ $9,275,620-$71,276,690
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Alexandra PrunerPresident
Fredric WeberTrustee
Gene DewhurstTrustee
James LeeTrustee
Michael MithoffTrustee
William Toomey IITrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$553,844
Program Service Revenue
$0
Investment Income
$2,028,864
Other Revenue
$74,192
All Other Contributions
$553,844
Change in Net Assets
$-2,483,474

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,625,632
Revenue Not Reported on Financial Statements
$31,268
Revenue Not Reported on Form 990
$4,453,009
Total Revenue per Audited Statements
$7,078,641
Total Revenue per Form 990
$2,656,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,109,106
Other Expenses$31,268
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,109,106--$5,109,106
Fees for Service Investment Mgmnt Fees-$31,268-$31,268
Total Functional Expenses$5,109,106$31,268$0$5,140,374

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,140,374
Expenses per Audited Statements$5,109,106
Total Expenses per Audited Statements$5,109,106
Expenses Not Reported on Financial Statements$31,268
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Houston Symphony SocietyHouston, TX501(c)(3)Support on-going operations$4,706,442
Houston Symphony SocietyHouston, TX501(c)(3)Fund capital campaign expenses$402,664
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The officers of the Houston Symphony Society ("Society") designate for three-year terms qualified persons to succeed the directors whose terms next expire. At least one of such persons designated annually to serve as director must be a person who is serving as a member of the Board of Trustees of the Society at the time of such person's designation as a director. The President of the Society may not be designated to serve as a voting member of the Board of Directors of the Endowment.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The Certificate of Formation may only be amended with the joint approval of the governing body of the Houston Symphony Society and the Houston Symphony Endowment.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Houston Symphony Endowment's Form 990 is reviewed by the President of the Endowment Board, along with the CEO and the Director of Finance of the Houston Symphony Society. The Form is sent electronically to all Trustees prior to the form being filed with the IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each year the Board discusses any potential conflicts of interest that are brought to their attention based on the policy statements signed by Board members.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Houston Symphony Endowment makes its financial statements available on the Houston Symphony Society website. Financial statements, conflict of interest policy and any of its governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Houston Symphony Endowment
EIN
20-8350227
Phone
7132244240
Address
615 Louisiana St, Houston, TX 77002

Signing Officer

Name
Alexandra Pruner
Title
President
Signed
2018-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexandra Pruner
Formed
2006
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
9

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The Board of Trustees review the financial statements and the Form 990.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Houston Symphony Endowment (the Endowment) was established to support the operations of the Houston Symphony Society. The Endowment holds contributed funds in perpetuity, invests those funds, and makes contributions from time to time to the Society. Such contributions must meet the stated restrictions of donors as well as the current policies of the Endowment. The Endowment is governed by a Board of Directors who are elected by the officers of the Board of Directors of the Society.”

Raw XML AppendixShowing 400 of 499 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AdvertisingGrp/TotalAmt00
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IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
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IRS990/BenefitsToMembersGrp/TotalAmt00
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IRS990/BooksInCareOfDetail/PhoneNum07132244240
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IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/FeesForServicesAccountingGrp/TotalAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm0Alexandra Pruner
IRS990/Form990PartVIISectionAGrp/PersonNm1Gene Dewhurst
IRS990/Form990PartVIISectionAGrp/PersonNm2James Lee
IRS990/Form990PartVIISectionAGrp/PersonNm3Michael Mithoff
IRS990/Form990PartVIISectionAGrp/PersonNm4William Toomey II
IRS990/Form990PartVIISectionAGrp/PersonNm5Fredric Weber
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Houston Symphony Society
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Houston Symphony Endowment (the Endowment) was established to support the operations of the Houston Symphony Society. The Endowment holds contributed funds in perpetuity, invests those funds, and makes contributions from time to time to the Society. Such contributions must meet the stated restrictions of donors as well as the current policies of the Endowment. The Endowment is governed by a Board of Directors who are elected by the officers of the Board of Directors of the Society.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Fund capital campaign expenses
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Support on-going operations
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Houston Symphony Society
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Houston Symphony Society
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IRS990ScheduleI/RecipientTable/RecipientEIN1741157373
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0615 Louisiana
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1615 Louisiana
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Houston
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Houston
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Board requires regular updates from The Houston Symphony Society at Trustee meetings. The close relationship between the two organizations governing bodies serves to monitor the use of the funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The officers of the Houston Symphony Society ("Society") designate for three-year terms qualified persons to succeed the directors whose terms next expire. At least one of such persons designated annually to serve as director must be a person who is serving as a member of the Board of Trustees of the Society at the time of such person's designation as a director. The President of the Society may not be designated to serve as a voting member of the Board of Directors of the Endowment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Certificate of Formation may only be amended with the joint approval of the governing body of the Houston Symphony Society and the Houston Symphony Endowment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Houston Symphony Endowment's Form 990 is reviewed by the President of the Endowment Board, along with the CEO and the Director of Finance of the Houston Symphony Society. The Form is sent electronically to all Trustees prior to the form being filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Each year the Board discusses any potential conflicts of interest that are brought to their attention based on the policy statements signed by Board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Houston Symphony Endowment makes its financial statements available on the Houston Symphony Society website. Financial statements, conflict of interest policy and any of its governing documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Board of Trustees review the financial statements and the Form 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2: Change of Oversight or Selection Process
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