2022-05-11T18:12:48-05:00 2021-06-30 364538293 LUDWIG KLEWER & RUDNER PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2020-07-01 860107538 TUCSON SYMPHONY SOCIETY TUCS 5207929155 2175 N SIXTH AVENUE TUCSON AZ 85705 PAUL MEECHAM PRESIDENT/CEO 5206209170 2022-05-10 PAUL MEECHAM JULIE S KLEWER CPA P00343046 5205450500 2022-05-11 2020 2022-09-23 18:48:47Z PAUL MEECHAM 2175 N SIXTH AVE TUCSON AZ 85705 5353359 false X WWW.TUCSONSYMPHONY.ORG X 1959 AZ THE MISSION OF THE TUCSON SYMPHONY IS TO ENGAGE, EDUCATE AND TRANSFORM OUR COMMUNITY THROUGH LIVE MUSICAL EXPERIENCES OF THE HIGHEST QUALITY 19 15 218 0 8818450 4820890 1936200 7750 227005 105104 89863 26771 11071518 4960515 0 0 3081576 1657684 0 225351 2009229 948327 5090805 2606011 5980713 2354504 11916898 15810045 1897033 1619176 10019865 14190869 X THE MISSION OF THE TUCSON SYMPHONY IS TO ENGAGE, EDUCATE AND TRANSFORM OUR COMMUNITY THROUGH LIVE MUSICAL EXPERIENCES OF THE HIGHEST QUALITY false true 1570397 26771 IN RESPONSE TO THE COVID-19 PANDEMIC, THE TUCSON SYMPHONY ORCHESTRA POSTPONED ITS ORIGINALLY PLANNED ORCHESTRAL 2020-2021 SEASON UNTIL THE FALL OF 2021 AND TRANSITIONED TO DIGITAL OFFERINGS. MUSIC DIRECTOR JOSE LUIS GOMEZ EXPANDED HIS ARTISTIC VISION TO INCLUDE A MORE ROBUST PLATFORM OF DIGITAL PROGRAMMING, WHICH FEATURED NEWLY RECORDED PERFORMANCES, MUSICIAN INTERVIEWS, CHILDREN'S CONTENT, AND DIFFERENT OPPORTUNITIES TO ENGAGE WITH MUSIC DIRECTOR JOSE LUIS GOMEZ THROUGH A VIRTUAL BOOK CLUB AND LISTENING CLUB. ADDITIONALLY, THERE WAS A COMPREHENSIVE OFFERING OF PREVIOUSLY RECORDED PERFORMANCES BROADCAST THROUGH MEDIA PARTNER, KUAT FM, THROUGHOUT THE SEASON. THE TSO DIGITAL STAGE REACHED OVER 40,000 VIEWERS FROM OVER 40 COUNTRIES AROUND THE WORLD. 212720 7750 THE TSO OFFERS SIX INNOVATIVE MUSIC EDUCATION PROGRAMS: JUST FOR KIDS, KINDERKONZERTS, MUSIC IN THE SCHOOLS, YOUNG PEOPLE'S CONCERTS, YOUNG COMPOSERS PROJECT, AND BAND AND ORCHESTRA CLINICS. IN 2020-2021, TSO SHIFTED TO AN ONLINE FORMAT FOR ITS EDUCATION PROGRAMS. DURING THE TSO'S 28TH YEAR OF YOUNG COMPOSERS, 21 STUDENTS ATTENDED REMOTE CLASSES FROM OCTOBER THROUGH MAY, COMPOSING ORGINAL WOKRS FOR FIVE TSO ENSEMBLES. ADDITIONALLY, THERE WERE FIVE JUST-FOR-KIDS PERFORMANCES PREMIERED ON THE TSO DIGITAL STAGE, AS WELL AS THREE MUSIC IN SCHOOLS PERFORMANCES. DUE TO COVID-19, YOUNG PEOPLE'S CONCERTS AND KINDERKONZERTS WERE POSTPONED TO THE FOLLOWING YEAR. 33472 IN RESPONSE TO COVID HEALTH AND SAFETY PROTOCOLS, TSO DEBUTED THEIR FIRST MOBILE STAGE, "TSO ON THE GO", AN INNOVATIVE STAGE ON WHEELS THAT ALLOWS SMALL GROUPS OF MUSICIANS TO TAKE THEIR ARTISTRY AROUND THE TUCSON AREA. 1816589 true true false false false false false false false true true false false true false true true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 23 0 true 218 true false false false false false false false false false false false false false false X 19 15 false false false false false false false true true false false true true true true true true true false false AZ X X X PAULA EGAN 5206209170 2175 N 6TH AVENUE TUCSON AZ 857055606 PAUL MEECHAM PRESIDENT/CE 40.00 X 0 0 0 STEVEN HAINES PAST PRESIDE 40.00 X 135869 0 6034 NATASHA ZAHN PAST CFO 40.00 X 62688 0 835 JENNIFER VANDIVORT CFO 40.00 X 3584 0 417 KAREN SIVERT VICE CHAIR/P 40.00 X X 22748 0 603 KAREN BAHNICK SECRETARY 0.50 X 0 0 0 DARIO BRIGNOLI EX-OFFICIO 0.40 X 20939 0 0 ROBERT CHAMBERLAIN EX-OFFICIO 0.40 X 11777 0 0 CAROL DE COGNETS TRUSTEE 0.40 X 0 0 0 TOM ELLIOTT BOARD CHAIR 0.40 X X 0 0 0 CECILE FOLLANSBEE TRUSTEE 0.40 X 0 0 0 DAVID GILBERT SECRETARY 0.40 X X 0 0 0 JAN KONSTANTY TRUSTEE 0.40 X 0 0 0 JIM LINDHEIM TRUSTEE 0.40 X 0 0 0 HEATHER MORTON TRUSTEE 0.40 X 0 0 0 GWEN POWELL TRUSTEE 0.40 X 0 0 0 CARLIE RIGG EX-OFFICIO 0.40 X 6986 0 0 JANET SILVERMAN EX-OFFICIO 0.40 X 0 0 0 GRETCHEN SCHAR TREASURER 0.40 X X 0 0 0 PATRICIA SCHWABE TRUSTEE 0.40 X 0 0 0 MINNA SHAH TRUSTEE 0.30 X 0 0 0 JEANNETTE SEGEL TRUSTEE 0.30 X 0 0 0 REBECCA SUNDT EX-OFFICIO 0.40 X 0 0 0 264591 7889 1 false false false JOSE LUIS GOMEZ RIOS 2 EAST CONGRESS ST APT 505 TUCSON AZ 85701 CONDUCTOR 121625 1 794631 4026259 4820890 EDUC AND COMMUNITY ENGAGEMENT 711130 7750 7750 7750 32727 32727 465221 389764 3080 75457 -3080 72377 72377 MISCELLANEOUS 900099 26771 26771 26771 4960515 34521 105104 261329 9349 195887 56093 1024170 908682 102244 13244 276991 270776 5878 337 95194 80104 9953 5137 69435 69435 12750 12750 133261 112605 20656 82384 51975 23676 6733 29701 29701 120172 95933 19236 5003 24566 24566 CONTRACTED SERVICES 291720 199804 47164 44752 LICENSES/FEES/DUES 54856 42818 11910 128 BAD DEBT 54720 54720 EQUIPMENT 47601 35909 8438 3254 27161 8634 3233 15294 2606011 1816589 564071 225351 972526 692322 1713540 2512082 357455 1553538 46791 365112 81465 50889 2476467 1862969 630815 613498 2067743 2533898 6046563 7488706 11916898 15810045 131076 125475 955737 869175 150000 660220 624526 1897033 1619176 X 567061 2397226 9452804 11793643 10019865 14190869 11916898 15810045 X 2354504 374357 1442143 X false true X true false X 3138201 1646196 1762771 8818450 4820890 20186508 3138201 1646196 1762771 8818450 4820890 20186508 8022304 12164204 63973 148343 99288 71256 32727 415587 21838 31712 110891 89863 26771 281075 20883170 9558393 0.58250 0.60700 X PART II, LINE 10 OTHER INCOME 281,075 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8802439 1030190 1911834 200000 11544463 4002354 5872837 127248 1200000 8802439 4448628 87048 167433 700755 4002354 4268467 53047 327114 200000 4448628 4370931 122731 438805 664000 4268467 1.00000 false false 13300 13300 1445445 1045246 400199 472010 380959 91051 545712 436764 108948 613498 BEN. INTEREST IN REMAINDER TRUST 7487106 OIL AND GAS LEASE 1600 7488706 X 6764265 374357 1442143 1816500 4947765 12750 12750 4960515 2593261 2593261 12750 12750 2606011 SCHEDULE D, PAGE 2, PART V, LINE 4 THE SOCIETY'S ENDOWMENTS CONSIST OF EIGHT INDIVIDUAL DONOR ESTABLISHED FUNDS AND ONE GENERAL FUND TO WHICH MANY DONORS HAVE GIVEN TO IN NON- SPECIFIC WAYS. THE SOCIETY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OF THE PRIOR 12 QUARTERS. SCHEDULE D, PAGE 3, PART X THE SOCIETY'S POLICY IS TO DISCLOSE OR RECOGNIZE INCOME TAX POSITIONS BASED ON MANGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE, RESPECTIVELY, THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX POSITIONS. AS OF JUNE 30, 2021, THERE WERE NO UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF BENEFICIAL INTEREST 1,442,143 FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEER ACTIVITIES WERE SUSPENDED DURING THE SEASON DUE TO THE PANDEMIC. FORM 990, PAGE 2, PART III, LINE 3 DUE TO THE NOVEL CORONAVIRUS PANDEMIC, THE TUCSON SYMPHONY ORCHESTRA POSTPONED ITS ORIGINALLY PLANNED ORCHESTRAL 2020-2021 SEASON UNTIL THE FALL OF 2021. PROGRAMMING AND EDUCATION OFFERINGS WERE CONVERTED LARGELY TO AN ONLINE PLATFORM AND TSO BEGAN ITS "TSO ON THE GO" SERIES OF SMALL OUTDOOR PERFORMANCES ON A TINY-HOUSE MOBILE STAGE. FORM 990, PAGE 6, PART VI, LINE 11B THE CEO AND VP OF FINANCE REVIEW THE ENTIRE DRAFT 990 AND ALL SUPPLEMENTAL SCHEDULES AND ALSO PROVIDE COPIES OF ALL DRAFTS TO ENTIRE BOARD OF TRUSTEES FOR THEIR INPUT PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C DIRECTORS ARE REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE. IN ADDITION, INDIVIDUAL'S ACTIVITIES ARE REGULARLY DISCUSSED AND ANY POTENTIAL CONFLICTS ARE ADDRESSED AS THEY ARE IDENTIFIED. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE PRESIDENT AND MUSIC DIRECTOR IS DETERMINED AND/OR REVIEWED BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS AT THE AGREEMENT'S EXECUTION AND AGAIN WHEN THE AGREEMENT IS UP FOR RENEWAL OR SET TO EXPIRE. THE COMMITTEE COMPLETES AN ANNUAL PERFORMANCE EVALUATION FOR THE PRESIDENT/CEO BASED ON INPUT FROM VARIOUS CONSTITUENCIES OF THE ORGANIZATION. COMPENSATION IS EVALUATED AGAINST COMPARABLE ORCHESTRAS USING DATA GENERATED ANNUALLY BY THE LEAGUE OF AMERICAN ORCHESTRAS. ALL DISCUSSION AND DECISIONS ARE DOCUMENTED IN NOTES AND MINUTES OF THE COMMITTEE MEETINGS. THE BODY IS THE COMMITTEE ON TRUSTEESHIP. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF BENEFICIAL INTEREST 1,442,143 GETHMANN REAL ESTATE CRT 4858 E BROADWAY BLVD TUCSON AZ 85711 INVESTMENT AZ N/A TRUST 48942 222138 1.00000 false false false false false false false false false false false false false false false false false false false false