Civic Intelligence

The Austin Symphony Orchestra Society Endowment Fund Trust

990 • Fiscal year 2015 • EIN 74-6435533

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 07, 2016

Organization Profilewww.austinsymphony.org
1101 Red RiverAustin, TX 78701

(512) 476-6064

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

51st percentile

0.26x

Higher debt load relative to revenue than 51% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

25th percentile

-3.4%

Faster asset growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$11,451,009

Down $399,038 (-3.4%) from 2014

Net Assets

Down

$11,178,752

Down $421,882 (-3.6%) from 2014

Liabilities

Up

$272,257

Up $22,844 (+9.2%) from 2014

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin94th percentile

Revenue

Down

$1,059,305

Down $618,807 (-37%) from 2014

Expenses

Up

$421,163

Up $77,979 (+23%) from 2014

Net Income

Down

$638,142

Down $696,786 (-52%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $7,587,823Liabilities 2010: $156,089Net Assets 2010: $7,431,7342010Assets 2011: $8,721,905Liabilities 2011: $179,593Net Assets 2011: $8,542,3122011Assets 2012: $8,977,105Liabilities 2012: $200,652Net Assets 2012: $8,776,4532012Assets 2013: $9,472,616Liabilities 2013: $222,845Net Assets 2013: $9,249,7712013Assets 2014: $11,850,047Liabilities 2014: $249,413Net Assets 2014: $11,600,6342014Assets 2015: $11,451,009Liabilities 2015: $272,257Net Assets 2015: $11,178,7522015Assets 2016: $11,841,597Liabilities 2016: $288,838Net Assets 2016: $11,552,7592016Assets 2017: $12,596,026Liabilities 2017: $302,386Net Assets 2017: $12,293,6402017Assets 2018: $13,424,550Liabilities 2018: $328,217Net Assets 2018: $13,096,3332018Assets 2019: $13,232,501Liabilities 2019: $0Net Assets 2019: $13,232,5012019Assets 2020: $13,962,330Liabilities 2020: $0Net Assets 2020: $13,962,3302020Assets 2021: $16,999,077Liabilities 2021: $0Net Assets 2021: $16,999,0772021Assets 2022: $14,081,417Liabilities 2022: $0Net Assets 2022: $14,081,4172022Assets 2023: $14,701,256Liabilities 2023: $0Net Assets 2023: $14,701,2562023Assets 2024: $17,479,358Liabilities 2024: $0Net Assets 2024: $17,479,3582024

Highlighted filing

2015

Assets$11,451,009
Liabilities$272,257
Net Assets$11,178,752
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $295,0782010Expenses 2011: $253,0752011Revenue 2012: $177,896Expenses 2012: $272,369Net Income 2012: -$94,4732012Expenses 2013: $295,5762013Revenue 2014: $1,678,112Expenses 2014: $343,184Net Income 2014: $1,334,9282014Revenue 2015: $1,059,305Expenses 2015: $421,163Net Income 2015: $638,1422015Revenue 2016: $574,573Expenses 2016: $434,778Net Income 2016: $139,7952016Revenue 2017: $551,209Expenses 2017: $432,562Net Income 2017: $118,6472017Revenue 2018: $808,901Expenses 2018: $483,706Net Income 2018: $325,1952018Revenue 2019: $2,296,059Expenses 2019: $471,625Net Income 2019: $1,824,4342019Revenue 2020: $1,273,269Expenses 2020: $535,382Net Income 2020: $737,8872020Revenue 2021: $796,270Expenses 2021: $608,598Net Income 2021: $187,6722021Revenue 2022: $918,867Expenses 2022: $595,335Net Income 2022: $323,5322022Revenue 2023: $452,628Expenses 2023: $634,732Net Income 2023: -$182,1042023Revenue 2024: $1,050,035Expenses 2024: $654,581Net Income 2024: $395,4542024

Highlighted filing

2015

Revenue$1,059,305
Expenses$421,163
Net Income$638,142
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 7, 2016
Return Version
2014v6.0
Gross Receipts
$6,386,052
Mission and Program Overview

Mission

Providing financial support to The Austin Symphony Orchestra Society, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,805,389$10,320,296▼ $485,093
Savings and Temporary Cash Investments$623,879$779,160▲ $155,281
Pledges and Grants Receivable$420,779$351,553▼ $69,226
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 Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$11,850,047$11,451,009▼ $399,038
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$249,413$272,257▲ $22,844
Total Liabilities$249,413$272,257▲ $22,844
Net Assets / Fund Balance
Permanently Rstr Net Assets$10,444,663$10,690,502▲ $245,839
Temporarily Rstr Net Assets$1,155,971$488,250▼ $667,721
Total Net Assets Fund Balance$11,600,634$11,178,752▼ $421,882
Total Liabilities and Net Assets / Fund Balance$11,850,047$11,451,009▼ $399,038

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$11,179,855$315,065▼ $246,558-$10,827,199
2013$8,679,288$1,499,344▲ $1,344,407-$11,179,855
2012$7,896,798$336,780▲ $741,286-$8,679,288
2011$7,173,242$583,830▲ $412,095-$7,896,798
2010$6,139,591$970,755▲ $315,971-$7,173,242
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Dr Ernest C ButlerChair
Daniel B Powell IIITrustee
David DouglasTrustee
Dr Craig C KuglenTrustee
Dr John McFarlaneTrustee
Joe R LongTrustee
Linda Van BavelTrustee
Margaret DanforthTrustee
Patricia K HarrisTrustee
Paul NathoTrustee
Sam A WilsonTrustee
Steve A WilsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$245,839
Program Service Revenue
$0
Investment Income
$813,466
Other Revenue
$0
All Other Contributions
$245,839
Change in Net Assets
$638,142

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$39,761Auction Sale
Total Noncash Contributions1$39,761-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,059,305
Total Revenue per Audited Statements
$1,059,305
Total Revenue per Form 990
$1,059,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$421,163
Total Fundraising Expense$21,695
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$398,318--$398,318
Other Expenses--$20,331$20,331
Office Expenses--$1,364$1,364
Fees for Services Accounting-$1,150-$1,150
Total Functional Expenses$398,318$1,150$21,695$421,163

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$421,163
Total Expenses per Audited Statements$421,163
Total Expenses per Form 990$421,163
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
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Sam A. Wilson and Steve A.Wilson are Father and Son, respectively.”

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

“Form 990 is provided to the trustees for their review prior to an officer signing and filing the return.”

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

“The eleven member board of trustees regularly meet to review investment policies, the amount of support to send to the Austin Symphony, and any changes in activities that would violate the conflict of interest policy.”

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

“Documents open to public inspection will be provided by making a formal, written request to the appropriate organization representative.”

Filing and Contact Details

Filer

Filer Name
The Austin Symphony Orchestra Society
EIN
74-6435533
Phone
5124766064
Address
1101 Red River, Austin, TX 78701

Signing Officer

Name
Daniel B Powell III
Title
Trustee
Signed
2016-07-07
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Dunagan Jack LLP
Address
3724 Jefferson Street Suite 307, Austin, TX 78731
Preparer
Bob Dunagan
Phone
5124208997
Supplemental Narrative

Financial Statement Notes

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

“The earnings from the endowment funds of The Austin Symphony Orchestra Society Endowment Fund Trust (Trust) are used to support the activities of The Austin Symphony Orchestra Society, Inc. The Trust is a Type I supporting organization described in section 509(a)(3)of the Internal Revenue Code.”

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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt021695
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0398318
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Austin Symphony Orchestra Soc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0398318
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08679288
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01499344
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IRS990ScheduleD/RevenueSubtotalAmt01059305
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The earnings from the endowment funds of The Austin Symphony Orchestra Society Endowment Fund Trust (Trust) are used to support the activities of The Austin Symphony Orchestra Society, Inc. The Trust is a Type I supporting organization described in section 509(a)(3)of the Internal Revenue Code.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Violin & Bow
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Auction Sale
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sam A. Wilson and Steve A.Wilson are Father and Son, respectively.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,451,009
Liabilities
$272,257
Net assets
$11,178,752
Revenue
$1,059,305
Expenses
$421,163
Net income
$638,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$1.05$0.65$0.40
2023Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.45$0.63$0.18
2022Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.92$0.60$0.32
2021Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.80$0.61$0.19
2020Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$1.27$0.54$0.74
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$2.30$0.47$1.82
2018Detailed filing. Detailed filing data is available for this year.$13.4$0.33$13.1$0.81$0.48$0.33
2017Detailed filing. Detailed filing data is available for this year.$12.6$0.30$12.3$0.55$0.43$0.12
2016Detailed filing. Detailed filing data is available for this year.$11.8$0.29$11.6$0.57$0.43$0.14
2015Detailed filing. Detailed filing data is available for this year.$11.5$0.27$11.2$1.06$0.42$0.64
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.25$11.6$1.68$0.34$1.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.47$0.22$9.25$0.30
2012Summary only. Only limited summary data is available for this year.$8.98$0.20$8.78$0.18$0.27$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.72$0.18$8.54$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.59$0.16$7.43$0.30
Peer Organizations

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