FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION Charity Report

Public IRS 990 nonprofit record

FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION

EIN 75-6004761 · Arts, Culture & Humanities (A690)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $76.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders89 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

99.89%of revenue went to mission work76.8% of expenses · Program services

10.24%of revenue went to fundraising7.9% of expenses

$130.11spent for every $100 of revenueSpending was higher than revenue this year.

19.99%of revenue went to management and office costs15.4% of expenses

$2.35in assets for every $1 spent this yearSome assets cannot be spent right away.

63.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $3,728,274 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $326,741 for ROBERT SPANO (MUSIC DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$12,380,717

Mission workProgram services$12,367,11699.89% of revenue76.8% of expenses

ManagementOffice and general costs$2,474,28919.99% of revenue15.4% of expenses

FundraisingAsking for donations$1,267,58610.24% of revenue7.9% of expenses

Total expenses$16,108,991130.11% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 76.8% mission · 15.4% management · 7.9% fundraisingTotal expenses: 130.11% of revenue

2023Expense mix: 82.3% mission · 13.3% management · 4.4% fundraisingTotal expenses: 105.36% of revenue

2022Expense mix: 81.6% mission · 13.0% management · 5.4% fundraisingTotal expenses: 113.04% of revenue

2021Expense mix: 79.7% mission · 14.4% management · 6.0% fundraisingTotal expenses: 111.81% of revenue

2020Expense mix: 75.2% mission · 19.0% management · 5.8% fundraisingTotal expenses: 77.19% of revenue

2019Expense mix: 77.6% mission · 18.0% management · 4.5% fundraisingTotal expenses: 131.26% of revenue

2018Expense mix: 83.1% mission · 13.4% management · 3.5% fundraisingTotal expenses: 105.44% of revenue

2017Expense mix: 84.2% mission · 13.1% management · 2.7% fundraisingTotal expenses: 97.92% of revenue

Money in and money out

Revenue$12,380,717

Expenses$16,108,991

Annual shortfall $3,728,274 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$12,367,116 · 76.8% of expenses

Management and office costs$2,474,289 · 15.4% of expenses

Fundraising$1,267,586 · 7.9% of expenses

See all reported dollar amounts

Revenue$12,380,717

Expenses$16,108,991

Assets$37,913,229

Income$14,352,494

Contributions$7,900,138

Mission work (program services)$12,367,116

Fundraising$1,267,586

Management and general$2,474,289

Stocks and bonds$30,959,005

Accounting fees$89,331

Investing fees$126,555

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ROBERT SPANOMUSIC DIRECTOR · 40 hrs/week $326,741Base $317,493 · Other $9,248

KEITH CERNYPRESIDENT & CEO · 40 hrs/week $324,372Base $318,095 · Other $6,277

CARRIE ELLEN ADAMIANCHIEF MARKETING OFFICER · 40 hrs/week $168,037Base $161,760 · Other $6,277

MEAGAN HEMENWAYVP OF DEVELOPMENT · 40 hrs/week $130,065

MICHAEL SHIHCONCERTMASTER · 40 hrs/week $125,907Base $117,666 · Other $8,241

JACQUE CARPENTERVP OF FINANCE AND HR · 40 hrs/week $123,900Base $123,385 · Other $515

ALLAN STEELE MUSICIANDIRECTOR · 1 hrs/week $93,359Base $84,625 · Other $8,734

JOHN BELK MUSICIANDIRECTOR · 1 hrs/week $71,022Base $62,288 · Other $8,734

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (89)

ROBERT SPANOMUSIC DIRECTOR

KEITH CERNYPRESIDENT & CEO

CARRIE ELLEN ADAMIANCHIEF MARKETING OFFICER

MEAGAN HEMENWAYVP OF DEVELOPMENT

MICHAEL SHIHCONCERTMASTER

JACQUE CARPENTERVP OF FINANCE AND HR

ALLAN STEELE MUSICIANDIRECTOR

JOHN BELK MUSICIANDIRECTOR

JUDE RYANDIRECTOR (THRU 08/24)

LEE HALLMANDIRECTOR

KRISTINE WILLIAMSDIRECTOR

KIM JOHNSONDIRECTOR

KELLY LANCARTEDIRECTOR

KATE LUMMIS NORRISDIRECTOR

KAREN BURCHFIELDDIRECTOR

JW WILSONDIRECTOR

JUSTIN NEWTONDIRECTOR

MARIANNE AULDCHAIRMAN OF THE EXECUTIVE COMMITTEE

JONATHAN T SUDERDIRECTOR

JOHN WELLSVICE CHAIR

JOHN BROUDEDIRECTOR

JEFF SCHMELTEKOPFDIRECTOR

JEAN ROACHDIRECTOR

J BROOKSDIRECTOR

HENRY H ROBINSONDIRECTOR

GRANT ALLENDIRECTOR

PAMELA GILCHRISTDIRECTOR

WILLA DUNLEAVYDIRECTOR

SHAUNA JENKINSDIRECTOR

SEMI ALIDIRECTOR

SAMUEL E NAVARRODIRECTOR

SALAM DAVIDDIRECTOR

REBECCA STUPFELDIRECTOR

QUYNH LUDIRECTOR

PRISCILLA W MARTINDIRECTOR

PAUL WEHBADIRECTOR

LEONARD RYANDIRECTOR

NICO LEONEDIRECTOR

MOLLIE L LASATERDIRECTOR

MITZI DAVISDIRECTOR

MISTY LOCKEDIRECTOR (THRU 05/25)

MICHAEL BENNETTDIRECTOR

MERCEDES T BASSCHAIRMAN OF THE BOARD

MARY HART LIPSCOMBDIRECTOR

FRASHER H PERGANDEDIRECTOR

LOUELLA MARTINDIRECTOR

BONNIE JANZENDIRECTOR

DANA PORTERDIRECTOR

CRAIG COLLINSDIRECTOR

CONNIE BECKSECRETARY

CLARE STONESIFERDIRECTOR

CHRISTOPHER GOFFDIRECTOR

CHARLOTTE FRENCHDIRECTOR (THRU 06/25)

CARLA KEMP THOMPSONDIRECTOR

BRIAN DRAKEDIRECTOR

BRENDA CLINEDIRECTOR

BRANDON ELMSDIRECTOR

DEE J KELLY JRDIRECTOR

BOB KARLTREASURER

BARBARA A COXDIRECTOR

AUBREY GIDEONDIRECTOR

ASHLI BLUMENFELDDIRECTOR (THRU 05/25)

ANNE MARIE BRATTONDIRECTOR

ANNE CARVALHODIRECTOR (THRU 02/25)

ANITA ROBIDOUDIRECTOR

AMY ROACH BAILEYDIRECTOR

ALTHEA DUERSTENDIRECTOR

ALANN BEDFORD SAMPSONDIRECTOR

DR JEFFREY G DETWEILERDIRECTOR

AARON HOWARDDIRECTOR

ERVIN CASHDIRECTOR

ERIC HAITZDIRECTOR

ELLEN MESSMANDIRECTOR

DR TOM DEASDIRECTOR

DR STUART D MCDONALDDIRECTOR

DR RUSS SCHULTZDIRECTOR

DR MARY COSTASDIRECTOR

DR JOSEPH CECEREDIRECTOR

DR JENNIFER FREEMANDIRECTOR

GAIL ARONOFF GRANEKDIRECTOR

DR JAMES WILLIAMSDIRECTOR

DR EDWIN AUGUSTATDIRECTOR

DR DOLORES DARCY SETYDIRECTOR

DR DEBRA KOPPELBERGERDIRECTOR

DR BENGE DANIELDIRECTOR

DR ASAD DEANDIRECTOR (THRU 04/25)

DR AMY TULLYDIRECTOR

DON C PLATTSMIERDIRECTOR

DON REIDDIRECTOR

About this charity

Recognized since: January 1958
Location: 330 EAST 4TH STREET 200, FORT WORTH, TX 76102
County: Tarrant
In care of: JONATHAN CAMERON
Primary officer: JONATHAN CAMERON, CPA, CFO

How to reach them

WebsiteVisit the charity’s website Emailboxoffice@fwsymphony.org Phone(817) 665-6500

Filing and classification

Latest tax year: 2024
Tax period began: August 1, 2024
Return type: 990
Tax preparer: ARMANINO ADVISORY LLC
NTEE classification: Arts, Culture & Humanities (A690)