2026-03-12T08:16:14-05:00 2025-04-30 742533381 JRBT PC 5400 BOSQUE BLVD STE 600 WACO TX 767104459 990 2024-05-01 746062658 WACO SYMPHONY ASSOCIATION INC WACO 2547541035 600 AUSTIN AVE SUITE 10 WACO TX 76701 CAROLYN BESS EXECUTIVE DIRECTOR 2547541035 2026-03-11 1 0 NANCY A LIVINGSTON P00044678 2547764190 2026-03-11 2024 2025-03-06 01:10:19Z CAROLYN BESS 600 AUSTIN AVE SUITE 10 WACO TX 76701 1530008 0 X WACOSYMPHONY.COM X 1962 TX SUPPORT OF THE WACO SYMPHONY AND RELATED EVENTS 46 46 3 125 40543 0 494791 738292 604256 701388 1879 6143 -5011 35589 1095915 1481412 29494 20186 0 0 175094 193502 0 0 106367 834755 1082601 1039343 1296289 56572 185123 677023 891936 174659 204293 502364 687643 X WACO SYMPHONY ASSOCIATION'S MISSION IS TO PRESENT LIVE CLASSICAL MUSIC THAT WILL ENRICH THE CULTURAL LIFE OF OUR COMMUNITY. 0 0 952594 11226 596401 CONCERTS - THE 62ND SEASON THEMED "NEW FRONTIERS" FOR THE WACO SYMPHONY ORCHESTRA MARKED THE FIRST FULL SEASON UNDER THE ARTISTIC LEADERSHIP OF MUSIC DIRECTOR / CONDUCTOR LAWRENCE LOH. IT FEATURED FOUR CLASSICAL CONCERTS WITH SOLOISTS INCLUDING PIANIST ORLI SHAHAM ON RHAPSODY IN BLUE, CLIBURN GOLD MEDAL-WINNING PIANIST JON NAKAMATSU PLAYING RACHMANINOFF'S PIANO CONCERTO NO. 2, VIOLIN SUPERSTAR RAY CHEN PLAYING TCHAIKOVSKY'S VIOLIN CONCERTO, AND CLARINETIST ANTHONY MCGILL AND ORGANIST BRADLEY HUNTER WELCH FEATURED ON SAINT-SAENS' SYMPHONY NO. 3. BALLET FRONTIER OF TEXAS COLLABORATED WITH WSO AND LOCAL STUDENT DANCERS ON THE NUTCRACKER. WE PRESENTED OUR FIRST FULL FEATURE FILM IN CONCERT, JURASSIC PARK IN CONCERT. WACO SYMPHONY YOUTH ORCHESTRA PRESENTED TWO FREE CONCERTS UNDER THE LEADERSHIP OF MAESTRO BEAU BENSON, WHO RESIGNED AFTER 11 SUCCESSFUL SEASONS TO TAKE A NEW ROLE AT PEPPERDINE UNIVERSITY.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. THERE WERE 19 WACO SYMPHONY ORCHESTRA INTERNS PERFORMING AT VARIOUS TIMES DURING THE SEASON. 50135 7460 56576 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 SCHOOL YEAR, THE BAYLOR SYMPHONY ORCHESTRA PRESENTS A CONCERT FOR WACO AREA SCHOOL CHILDREN TO EXPOSE STUDENTS TO CLASSICAL ORCHESTRAL MUSIC. THE CONCERTS ARE ORGANIZED BY THE WACO SYMPHONY ASSOCIATION THROUGH THE WACO SYMPHONY COUNCIL MEMBERS. 23130 1500 14011 WACO SYMPHONY YOUTH ORCHESTRA- THE ASSOCIATION SPONSORS THE WACO SYMPHONY YOUTH ORCHESTRA AND ALSO PAYS TUITION FOR SELECT STUDENTS AS NEEDED AND REQUESTED. DURING THE FISCAL YEAR, THE YOUTH ORCHESTRA HAD 52 MEMBERS AND 6 MEMBERS RECEIVED SCHOLARSHIPS FOR THE TUITION FROM THE WACO SYMPHONY ASSOCIATION. 1025859 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 136 0 3 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 46 46 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CAROLYN BESS 2547541035 600 AUSTIN AVENUE SUITE 10 WACO TX 76701 DIANNE SAWYER PRESIDENT 2.00 X X 0 0 0 LIZ STANSBURY PRESIDENT-ELECT/VP SPONSORSHIP 1.00 X X 0 0 0 ANN HARDER CO-VP.,ARTISTC ADVISORY 1.00 X X 0 0 0 REX DAVIS VICE-PRES.,NOMINATING 1.00 X X 0 0 0 RHETT DAWSON VP.,AUDIENCE DEVELOPMENT 1.00 X X 0 0 0 BILL LECHNER VICE-PRES.,TECHNOLOGY 1.00 X X 0 0 0 HARRY HARELIK PRESIDENT, WACO SYM FDN 1.00 X X 0 0 0 NANCY LIVINGSTON PRESIDENT, FINANCE 1.00 X X 0 0 0 JOCELYN WILLIAMS VP-EDUCATION & OUTREACH 1.00 X X 0 0 0 MIKE RAYMOND VICE-PRES, STRATEGIC PLANNING 1.00 X X 0 0 0 ROBIN BAIRD VICE-PRES, UNION RELATIONS 1.00 X X 0 0 0 ALICE STARR CO-VICE-PRES.,SPECIAL PROJ 1.00 X X 0 0 0 DEBRA BURLESON CO-VICE-PRES.,SPECIAL PROJ 1.00 X X 0 0 0 LISA LACY CO-VICE-PRES.,HOSPITALITY 1.00 X X 0 0 0 LAURA SWANN CO-VICE-PRES.,HOSPITALITY 1.00 X X 0 0 0 ALEC BURRISS CO-VP, CONCERTO CIRCLE 1.00 X X 0 0 0 JON GIMBLE SECRETARY 1.00 X X 0 0 0 LIZ AREND COUNCIL PRESIDENT 1.00 X 0 0 0 MARSHA GREEN EXECUTIVE COMMITTEE 1.00 X 0 0 0 CHARLES STERN EXECUTIVE COMMITTEE 1.00 X 0 0 0 JEFFREY ARMSTRONG DIRECTOR 1.00 X 0 0 0 KYLENE BEERS DIRECTOR 1.00 X 0 0 0 GARY COLEY DIRECTOR 1.00 X 0 0 0 DIANE DEAVER DIRECTOR 1.00 X 0 0 0 GLENN HANNA DIRECTOR 1.00 X 0 0 0 JANA HIXSON DIRECTOR 1.00 X 0 0 0 CARLISS HYDE DIRECTOR 1.00 X 0 0 0 KATIE KAGA DIRECTOR 1.00 X 0 0 0 RODNEY KROLL DIRECTOR 1.00 X 0 0 0 RYAN LUNA DIRECTOR 1.00 X 0 0 0 JOAQUIN LUGO DIRECTOR 1.00 X 0 0 0 JOHNETTE MCKOWN DIRECTOR 1.00 X 0 0 0 JAMES PITTS DIRECTOR 1.00 X 0 0 0 JOHN PROTHRO DIRECTOR 1.00 X 0 0 0 ALFRED SOLANO DIRECTOR 1.00 X 0 0 0 GLENDA STRUM DIRECTOR 1.00 X 0 0 0 CANDY SWENKE DIRECTOR 1.00 X 0 0 0 VERONICKA THOMPSON DIRECTOR 1.00 X 0 0 0 PAUL YANOWITCH DIRECTOR 1.00 X 0 0 0 SUZANNE ALEXANDER CO-VP.,ARTISTIC ADVISORY 1.00 X X 0 0 0 JERRY POWELL VICE-PRES., ADMINISTRATION 1.00 X X 0 0 0 VAL RISPOLI VICE-PRES FINANCE 1.00 X X 0 0 0 STEPHEN H CORWIN VP, WACO SYMPHONY FDN 1.00 X X 0 0 0 DONALD LEWIS VICE-PRES., LOGISTICS 1.00 X X 0 0 0 ANDREA KOSAR CO- VP.,CONCERTO CIRCLE 0.00 X X 0 0 0 PHIL REEDER DIRECTOR 1.00 X 0 0 0 CAROLYN BESS EXECUTIVE DIRECTOR 50.00 X 119639 0 12888 119639 0 12888 1 0 0 0 0 17430 72547 648315 24155 738292 TICKET SALES 711300 573037 573037 WSC YOUTH PROG & TASO 711300 56576 56576 PROGRAM ADVERTISING 541800 34400 34400 BUS TICKETS & NUTCRACK 711300 23364 23364 YOUTH ORCHESTRA 711300 14011 14011 701388 6143 6143 84185 48596 35589 35589 1481412 666988 40543 35589 7460 7460 12726 12726 122355 45271 28142 48942 43957 16264 10110 17583 5163 1911 1187 2065 9242 4419 2126 2697 12785 4730 2941 5114 45702 45702 7248 7248 90867 90867 1599 1599 32346 32346 31789 31789 157 157 2641 2641 4955 4955 MUSICIANS & SOLOISTS 683303 683303 PRINTING & POSTAGE 25961 21350 4611 IN KIND DONATIONS 24155 3600 20555 TASO PROGRAM EXPENSE 23611 23611 108267 80002 26102 2163 1296289 1025859 164063 106367 451137 366717 150000 151729 402 1115 6202 3028 47516 24006 0 23510 258917 75484 80718 677023 891936 14659 22194 84516 125431 75484 56668 174659 204293 X 502364 687643 502364 687643 677023 891936 185123 156 0 X 0 0 0 X 241178 854343 523908 654147 738292 3011868 241178 854343 523908 654147 738292 3011868 35956 2975912 3295 992 1092 1879 6143 13401 3935 34110 91965 40620 35589 206219 3231488 1803002 0.92090 0.91150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1004230 26514 92574 37224 7619 1078475 842058 106990 108371 41101 12088 1004230 154471 728062 9454 43179 6750 842058 170300 -15115 714 154471 79203 68476 23233 612 170300 0.49708 0.50292 1 0 47516 24006 23510 23510 PLEDGE RECEIVABLE 24050 RIGHT OF USE ASSET 56668 80718 RIGHT OF USE LEASE LIABILITY 56668 56668 PART V, LINE 4: WACO SYMPHONY ASSOCIATION IS THE BENEFICIARY OF PERMANENTLY RESTRICTED FUNDS HELD BY THE WACO FOUNDATION AND COMMUNITY BANK & TRUST. THE NET DISTRIBUTABLE INCOME IS PAID ANNUALLY TO THE WACO SYMPHONY ASSOCIATION, UNLESS THE WACO FOUNDATION AND THE WACO SYMPHONY ASSOCIATION AGREE TO ACCUMULATE THE NET INCOME OR FUTURE DISTRIBUTION OR ADD IT TO PRINCIPAL. DISTRIBUTIONS OF PRINCIPAL MAY BE MADE AT THE SOLE DISCRETION OF WACO FOUNDATION FOR THE FUNDS HELD BY THEM AND NO PRINCIPAL MAY BE DISTRIBUTED FROM THE FUND HELD AT COMMUNITY BANK & TRUST. THE ORGANIZATION HAS $6,198 OF ACCUMULATED INCOME AVAILABLE TO THEM AT WACO FOUNDATION AS OF APRIL 30, 2025. BECAUSE THE ACCUMULATED INCOME HAS NOT BEEN REQUESTED AND TRANSFERRED TO THE WACO SYMPHONY ASSOCIATION, THE ORGANIZATION IS TAKING THE POSITION THE ACCUMULATED INCOME IS BOARD-DESIGNATED OR QUASI-ENDOWMENTS. SAVOR THE SYMPHONY 46342 46342 12707 BELLES & BRASS GALA 37843 37843 23405 6500 5984 1 84185 84185 23405 6500 18691 48596 35589 1 WACO INDEPENDENT SCHOOL DISTRICT PO BOX 27 WACO TX 76703 746002532 115 7460 0 GRANTS FOR SCHOOL ORCHESTRAS AT TENNYSON AND LAKE AIR MIDDLE SCHOOLS. 1 STUDENT INTERNSHIP SCHOLARSHIP TO PROVIDE COLLEGE UNDERGRADUATE AND GRADUATE MUSIC STUDENTS THE OPPORTUNITY TO PLAY IN THE ORCHESTRA. 19 11226 TUITION ASSISTANCE FOR WACO SYMPHONY YOUTH ORCHESTRA MEMBERS 6 1500 PART I, LINE 2: ONLY STUDENTS ENROLLED IN AN UNDERGRADUATE OR GRADUATE MUSIC PROGRAM ARE ELIGIBLE FOR A MUSIC INTERNSHIP SCHOLARSHIP. THESE STUDENTS ARE GIVEN THE OPPORTUNITY TO PERFORM WITH THE WACO SYMPHONY ORCHESTRA DURING THE SEMESTER THAT THEY RECEIVE THE SCHOLARSHIP. TUITION ASSISTANCE FOR WACO SYMPHONY YOUTH ORCHESTRA PARTICIPANTS IS GRANTED BASED ON NEED. THE PROVISION OF FUNDS TO WACO INDEPENDENT SCHOOL DISTRICT IS DIRECTED TO THE ORCHESTRA PROGRAMS AT TWO MIDDLE SCHOOLS AND IS USED ONLY FOR THE THE ORCHESTRAL PROGRAM. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO THE FULL BOARD FOR THEIR REVIEW PRIOR TO FILING IF TIME PERMITS OR AT THE FIRST BOARD MEETING FOLLOWING FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS, COMMITTEES, AND THE EXECUTIVE DIRECTOR ARE REQUIRED TO ANNUALLY REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM TO BE REVIEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15A THE FINANCE COMMITTEE DETERMINES THE SALARY OF THE EXECUTIVE DIRECTOR, CONSIDERING THE DUTIES OF THE POSITION AND THE MARKET WAGE FOR THE POSITION. THE EXECUTIVE DIRECTOR WORKS IN CONJUNCTION WITH THE FINANCE COMMITTEE TO DETERMINE THE SALARIES OF OTHER POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 COPIES ARE AVAILABLE UPON REQUEST. WACO SYMPHONY FOUNDATION P O BOX 1202 WACO TX 76703 742497888 CONTRIBUTION TO THE WACO SYMPHONY ORCHESTRA TX 501(C)(3) 11 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0