Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 10,598,243 | 4,931,717 | 8,725,537 | 10,603,311 | 5,813,618 | 40,672,426 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | 8,353,589 | 7,431,021 | 10,714,508 | 11,219,857 | 13,680,231 | 51,399,206 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | 0 | |||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | 0 | |||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 6 | Total. Add lines 1 through 5. | 18,951,832 | 12,362,738 | 19,440,045 | 21,823,168 | 19,493,849 | 92,071,632 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | 229,032 | 0 | 558,983 | 604,348 | 570,000 | 1,962,363 |
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | 0 | 0 | 0 | 0 | 0 |
| c | Add lines 7a and 7b.. | 229,032 | 0 | 558,983 | 604,348 | 570,000 | 1,962,363 |
| 8 | Public support. (Subtract line 7c from line 6.) | 90,109,269 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 18,951,832 | 12,362,738 | 19,440,045 | 21,823,168 | 19,493,849 | 92,071,632 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 4,286,378 | 4,149,269 | 1,249,087 | 1,581,111 | 1,753,081 | 13,018,926 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 0 | |||||
| c | Add lines 10a and 10b. | 4,286,378 | 4,149,269 | 1,249,087 | 1,581,111 | 1,753,081 | 13,018,926 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | 0 | |||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 44,709 | 61,591 | 578,785 | 693,270 | 746,699 | 2,125,054 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 23,282,919 | 16,573,598 | 21,267,917 | 24,097,549 | 21,993,629 | 107,215,612 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Schedule A, Part III, Line 12 Other Income | DESCRIPTION - OTHER INCOME, COLUMN A - 44709.0, COLUMN B - 61591.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 106300.0; DESCRIPTION - FUNDRAISING REVENUE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 129223.0, COLUMN D - 174711.0, COLUMN E - 124940.0, COLUMN F - 428874.0; DESCRIPTION - GROSS SALES OF INVENTORY (10A), COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 449562.0, COLUMN D - 518559.0, COLUMN E - 562384.0, COLUMN F - 1530505.0; DESCRIPTION - GAMING (RAFFLE), COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 59375.0, COLUMN F - 59375.0; |
| Software ID: | 15000238 |
| Software Version: | 2015v3.0 |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 4a program service description | Nashville is a city where new music is constantly being created, and as Music City's resident orchestra, the Nashville Symphony is committed to keeping classical music relevant in the 21st century. The orchestra champions the work of contemporary American composers through an active schedule of performances, commissions, premieres and recordings. During the 2015/16 season, the Nashville Symphony recorded six works for forthcoming release on Naxos, all of which were included on the orchestra's Classical Series: Michael Daugherty's Once Upon a Castle; Richard Danielpour's Toward the Splendid City; Frank Ticheli's Clarinet Concerto; and Jennifer Higdon's Oboe Concerto, All Things Majestic and Viola Concerto. Of note, Higdon's Viola Concerto was commissioned by the Library of Congress, with the Nashville Symphony as co-commissioner, along with the Curtis Institute of Music and the Aspen Music Festival and School. During the 2015/16 season, the Nashville Symphony received national recognition for its artistic excellence, including a GRAMMY Award for Best Classical Compendium, presented for its recording of Stephen Paulus' Three Places of Enlightenment. Also of note, the orchestra's collaboration with Nashville-based singer-songwriter Ben Folds, So There, reached No. 1 on the Billboard Classical Albums Chart. As part of its commitment to fostering the creation of new work, the Nashville Symphony launched the Composer Lab & Workshop, which provides emerging young composers the opportunity to gain hands-on experience working with a major American orchestra. In October 2015, five composers traveled to Nashville to hear their music performed by the Nashville Symphony and to receive mentoring and feedback from Music Director Guerrero, Workshop Director Aaron Jay Kernis and other orchestra professionals. One of the participating composers, Gabriela Smith, was invited back to Nashville the following October for the performance of her inventive work Tumblebird Contrails on the orchestra's Classical Series. |
| Form 990, Part III, Line 4b program service description | The 2015/16 season also marked the launch of Accelerando, a major music education initiative for the Nashville Symphony. This program is designed to prepare gifted young students of diverse backgrounds to pursue music in college, with a long-range goal of creating professional opportunities for musicians from ethnic communities underrepresented in today's orchestras. Participating students in grades 5-12 are provided with instruction, mentorship, performance experience and assistance applying to music schools. The Nashville Symphony held auditions for the inaugural class of Accelerando in spring 2016, and the response was strong, with more than 30 applicants. Six participants were selected for the inaugural class. As part of its mission to make music accessible to everyone, the Nashville Symphony offers a number of free public programs both at Schermerhorn Symphony Center and out in the community. These include Free Day of Music, which drew 7,600 people to hear more than 20 artists performing throughout the building all day and into the night; Community Concerts, which drew 6,500 people to hear the orchestra perform in outdoor locations throughout the Middle Tennessee region; OnStage, a series inviting concertgoers to enjoy a chamber concert seated onstage with the musicians; and Let Freedom Sing!, an annual tribute to the life and legacy of Dr. Martin Luther King Jr. |
| Form 990, Part III, Line 2 New program services | The 2015/16 season also marked the launch of Accelerando, a major music education initiative for the Nashville Symphony. This program is designed to prepare gifted young students of diverse backgrounds to pursue music in college, with a long-range goal of creating professional opportunities for musicians from ethnic communities underrepresented in today's orchestras. Participating students in grades 5-12 are provided with instruction, mentorship, performance experience and assistance applying to music schools. The Nashville Symphony held auditions for the inaugural class of Accelerando in spring 2016, and the response was strong, with more than 30 applicants. Six participants were selected for the inaugural class. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | ARTICLE 4 (of Bylaws) EXECUTIVE COMMITTEE 4.1 Delegation of Power to Executive Committee. (a) The Executive Committee shall manage the business and affairs of the Association except as otherwise limited by these Bylaws, the Charter or the Act. The Executive Committee may advise the Board on all matters and shall report to the Board on all decisions made or actions taken by it which the Executive Committee or the Chairman reasonably determine to be major decisions or actions. The Executive Committee shall be assisted by such administrative staff as the Chairman or the President and CEO may determine. Except as otherwise provided in this Article, the provisions of Article 5 shall apply to the Executive Committee. (b) The Executive Committee shall have the power and authority (i) to appoint, negotiate and approve the terms of employment of, and evaluate the performance of the President and CEO and the Music Director and Conductor; (ii) approve agreements with the Musicians' Union (with any member who is an Orchestra Member being excluded, except by invitation of the Chairman); (iii) monitor compliance with the budget; (iv) establish and implement operating policies and procedures; (v) supervise the operations and functions of the other committees and receive reports from these committees on request or as required by these Bylaws; (vi) approve the creation of committees of the Board other than the committees created by these Bylaws and the appointment or removal of members of all committees and (vii) approve a sale, lease or pledge of less than all or substantially all of the assets of the Association. The Executive Committee shall have no power to amend any resolution of the Board or the budget. During discussions of salary or sensitive personnel matters, the Executive Committee may exclude Association employees. 4.2 Number, Election and Term. (a) The Executive Committee shall have at least thirteen (13) and no more than fifteen (15) members, all of whom shall be directors. The Executive Committee shall be comprised of the elected officers of the Association, the President and CEO, the required Orchestra Member, the chairman of the Annual Campaign, the chairman of any capital campaign underway, and the chairmen of the following committees: Artistic Planning, Governance, Strategic Planning, Marketing, Development, and the Schermerhorn Symphony Center Committee. Subject to the limit on total members, other directors may be nominated by the Governance Committee and elected by the Board. Each member shall consent to serve prior to his or her nomination by the Governance Committee. (b) The members of the committee will be elected or appointed for minimum two-year terms, and members shall serve until their successors are elected or appointed and qualified. No member of the Executive Committee shall serve more than three consecutive two-year terms, and a former member may be re-elected or re-appointed following a one year absence from the Executive Committee. (c) The members shall serve at the pleasure of the Executive Committee and the Board, and the Executive Committee or Board may remove any elected member at any time, with or without cause. 4.3 Meetings. Regular meetings of the Executive Committee shall be held every other month unless otherwise determined by the Chairman. Special meetings may be called at any time by an officer or any five (5) members of the Executive Committee. 4.4 Quorum and Voting. At all meetings of the Executive Committee, the presence of a majority of the voting members shall constitute a quorum. Each member shall have one vote on all matters properly coming before the meeting. If a quorum is present when a vote is taken, the affirmative vote of a majority of members present is an act of the committee unless the Act, the Charter or these Bylaws require the vote of a greater number. |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | The organization's Bylaws were amended July 25, 2016. The only significant change in the amended Bylaws under the IRS Form 990 instructions was changing the composition of the organization's officers. Added to the defined officer ranks was a chief operating officer (COO), a description of the COO's duties and reporting lines. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 is prepared by the Controller; a draft is reviewed by the organization's public accounting firm, the CFO, the Audit Committee Chair, and the Board Treasurer. Prior to filing of the final Form 990, a full copy, including supplemental schedules, is provided to the full governing body. |
| Form 990, Part VI, Line 12c Conflict of interest policy | 2.8 Conflict of Interest. (from Bylaws of Organization) (a) The President and CEO shall be responsible for maintaining a written conflict of interest policy for the Association approved by the Board of Directors. This policy shall address conflict of interest related to any director, officer, committee member, or administrative staff member of the Association (b) When any conflict of interest relates to a matter requiring action by the Board of Directors or any Committee, the interested person shall call it to the attention of the Board of Directors or the Committee before which the matter is pending, as applicable. Any other Board or Committee member may call the matter to the attention of the Board or Committee, as applicable. The interested person shall not deliberate or vote on the matter; provided, however, that any director disclosing a conflict of interest may be counted in determining the presence of a quorum at a meeting of the Board of Directors or the Executive Committee. (c) Unless requested to remain present during the meeting, the interested person shall retire from the room in which the Board of Directors or Executive Committee is meeting, and shall not participate in the final deliberation or decision regarding the matter under consideration. However, the interested person shall provide the Board or Committee, as applicable with any and all relevant information. (d) The minutes of the meeting of the Board or any Committee, as applicable, shall reflect that the conflict of interest was disclosed, that the interested person did not participate in the final discussion or vote and did not vote, and the rationale for approving the action. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Typically, the organization utilizes surveys and research of local, regional and national organizations of similar size and makeup to accumulate fair and reasonable compensation data for officers and key employees on an annual basis for the compensation committee to review. In fiscal year 2016, this review led to the compensation committee providing for a 0-3.5% increase in the compensation that had been established in prior year. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | All officers and key employees included in the compensation review were as follows: Music Conductor, President & CEO, CFO, COO, and Concertmaster. This process occurs annually, per the fiscal year. |
| Form 990, Part VI, Line 19 Required documents available to the public | Governing documents and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104 and are not available to the public at this time. The Nashville Symphony does, however, make its annual financial audit & the 990 available on its own website. |
| Form 990, Part VII, Section A COMPENSATION OF DIRECTORS | SIX BOARD MEMBERS SERVED AS EMPLOYED MUSICIANS OF THE NASHVILLE SYMPHONY ORCHESTRA AND RECEIVED COMPENSATION IN THEIR CAPACITY AS MUSICIANS OF THE ORCHESTRA. NONE OF THE LISTED COMPENSATION AT PART VII, SECTION A IS FOR THEIR ROLE AS BOARD MEMBERS. THESE INDIVIDUALS ARE LISTED BELOW: REBECCA J. COLE ROGER WEISMEYER LOUISE MORRISON LYNN PEITHMAN MINDY WHITLEY CLARE YOUNG |
| Form 990, Part IX, Line 11g Other Fees | GUEST ARTIST FEES, SECURITY, COMMISSIONING - Total Expense: 4840004, Program Service Expense: 4840004, Management and General Expenses: , Fundraising Expenses: ; ADVOCACY FEES, BACKGROUND SEARCH - Total Expense: 50081, Program Service Expense: , Management and General Expenses: 50081, Fundraising Expenses: ; DONOR MARKET RESEARCH CONSULTANTS - Total Expense: 54750, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: 54750; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | FEMA PROCEEDS - 599246; TAX COST ADJUSTMENTS - -1032; UNCOLLECTIBLE PLEDGE ALLOWANCE - -62543; |
| Software ID: | 15000238 |
| Software Version: | 2015v3.0 |