2025-05-15T10:03:28-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2023-07-01 866000134 PHOENIX SYMPHONY ASSOCIATION PHOE 6024951117 ONE N FIRST STREET 200 PHOENIX AZ 85004 PETER KJOME CEO 6024951117 2025-05-13 1 0 COLETTE KAMPS CPA P00367616 4808394900 2025-05-13 2023 2025-03-06 01:10:19Z PETER KJOME ONE N FIRST STREET 200 PHOENIX AZ 85004 13656862 0 X PHOENIXSYMPHONY.ORG X 1947 AZ TO PROVIDE EXTRAORDINARY MUSICAL EXPERIENCES THAT INSPIRE AND ADVANCE OUR COMMUNITY, ENRICHING THE LIVES OF PEOPLE OF ALL AGES AND BACKGROUNDS 27 24 227 144 0 0 4207966 5438192 4030615 4769965 62312 121129 -13200 168332 8287693 10497618 0 0 0 0 7184063 8229961 0 0 1065773 4093867 5249440 11277930 13479401 -2990237 -2981783 7872563 5164679 2493272 2690889 5379291 2473790 X TO PROVIDE EXTRAORDINARY MUSICAL EXPERIENCES THAT INSPIRE AND ADVANCE OUR COMMUNITY, ENRICHING THE LIVES OF PEOPLE OF ALL AGES AND BACKGROUNDS 0 0 9695546 4841536 THE SYMPHONY ASPIRES TO PERFORM LIVE SYMPHONIC MUSIC OF EXCELLENCE, BEAUTY, AND VITALITY AT A CONSISTENTLY HIGH LEVEL AND TO ADDRESS THE NEEDS OF COMMUNITIES THROUGHOUT THE VALLEY, MEETING THEIR NEEDS THROUGH MUSIC-BASED PROGRAMS. CONCERTS FOLLOW A SELECTION OF SEASONAL PROGRAMS CLASSICS, POPS, AND SPECIAL PRESENTATIONS; DESIGNED TO ATTRACT A DIVERSE AUDIENCE.IN ADDITION TO OUR MAINSTAGE CONCERTS, THE PHOENIX SYMPHONY LEARNING INSTITUTE OPERATES A VARIED GROUP OF PROGRAMS THAT REACH OVER 125,000 STUDENTS, ADULTS, AND FAMILIES EVERY YEAR. PROGRAMS COVER MANY OTHER ACTIVITIES, INCLUDING SCHOOL-BASED CONCERTS, A CROSS-CULTURAL MUSIC RESIDENCY WITH THE SALT RIVER PIMA-MARICOPA INDIAN COMMUNITY AND A PROFESSIONAL DEVELOPMENT MODEL TO (CONTINUED ON SCHEDULE O) TEACHERS AND SYMPHONY MUSICIANS IN HOW TO TEACH AND ASSESS STEM CONCEPTS THROUGH MUSIC. OUR HEALTH & WELLNESS INITIATIVE PROVIDES LIVE, INTERACTIVE PERFORMANCES PRESENTED BY SYMPHONY MUSICIANS IN HEALTHCARE SETTINGS AND HOMELESS OUTREACH CENTERS.THE ORCHESTRA PARTICIPATES IN COLLABORATIVE EFFORTS WITH ORGANIZATIONS SUCH AS BALLET ARIZONA, AZ SCIENCE CENTER, ARIZONA THEATRE COMPANY, HEARD MUSEUM, PHOENIX ART MUSEUM, PHOENIX BACH CHOIR AND BOYS CHOIR, AND ARIZONA STATE UNIVERSITY. 9695546 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 93 0 227 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 24 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 6024951117 ONE N FIRST ST STE 200 PHOENIX AZ 85004 PETER KJOME PRESIDENT/CEO 40.00 1.00 X X 228568 0 10816 ANNA KIM KAZEPIDES MUSICIAN/ORCHESTRA COMMITTEE 30.00 X 61031 0 11826 CHRIS WOLF MUSICIAN/ORCHESTRA COMMITTEE 30.00 X 58593 0 11143 TITO MUNOZ BOARD MEMBER/MUSIC DIRECTOR 30.00 X 285322 0 0 LON BABBY IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 DR DAVID R BOREMAN VICE CHAIR 1.00 X X 0 0 0 LAURA FRANCO FRENCH SECRETARY 1.00 X X 0 0 0 ADAM GOODMAN CHAIR 1.00 X X 0 0 0 DR OLIVER HARPER VICE CHAIR/CHAIR EMERITUS 1.00 X X 0 0 0 AIDAN MCSHEFFREY VICE CHAIR 1.00 X X 0 0 0 KEVIN MORIARTY TREASURER/IMMEDIATE PAST CHAIR 1.00 0.50 X X 0 0 0 JEFFREY A RICH VICE CHAIR 1.00 X X 0 0 0 MORRIS STEIN VICE CHAIR 1.00 X X 0 0 0 ELLEN ANDEEN BOARD MEMBER 1.00 X 0 0 0 PHIL COWEN BOARD MEMBER 1.00 0.50 X 0 0 0 LESLIE DASHEW BOARD MEMBER 1.00 X 0 0 0 MATT FEENEY BOARD MEMBER 1.00 X 0 0 0 MAX FOSE BOARD MEMBER 1.00 X 0 0 0 JOHN GRAHAM CHAIR EMERITUS 1.00 0.50 X 0 0 0 CARY HARBOR BOARD MEMBER 1.00 X 0 0 0 VANESSA KISICKI BOARD MEMBER 1.00 X 0 0 0 RICK MCCARTNEY BOARD MEMBER 1.00 X 0 0 0 DORIS ONG BOARD MEMBER 1.00 X 0 0 0 PAUL PENZONE BOARD MEMBER 1.00 X 0 0 0 MARY JANE RYND BOARD MEMBER 1.00 0.50 X 0 0 0 DAVID SELDEN BOARD MEMBER 1.00 X 0 0 0 JENNY HOLSMAN TETREAULT BOARD MEMBER 1.00 X 0 0 0 MARK YOUNG BOARD MEMBER 1.00 X 0 0 0 SUSAN HAAG SVP OF FINANCE & ADMIN 40.00 1.00 X 128758 0 15620 NICOLA PENA VP OF PHILANTHROPY 40.00 X 174868 0 12229 CHRISTOPHER POWELL VP OF OPERATIONS & ARTISTIC PLANNING 40.00 X 129889 0 15726 RACHEL DAHL VP OF MARKETING 40.00 X 121346 0 3433 1188375 0 80793 6 0 1 0 TITO MUNOZ 3075 37TH ST ASTORIA NY 11103 CONTRACTOR 285322 CAPACITY INTERACTIVE CONSULTING 82 NASSAU ST 60283 NEW YORK NY 10038 ADVERTISING 240500 PLEXUS TECHNOLOGY SOLUTIONS LLC PLEXUS TECHNOLOGY SOLUTIONS LLC MESA AZ 85206 IT SERVICE 126763 OPUS 3 ARTISTS 470 PARK AVENUE SOUTH 9TH FLOOR NOR NEW YORK NY 10016 GUEST CONDUCTORS & ARTISTIC CONTRACTORS 105554 4 52484 10700 224531 5150477 46676 5438192 TICKET SALES 711190 3667098 3667098 FEE ENGAGEMENTS 711190 685718 685718 HANDLING FEES 711190 417149 417149 4769965 19918 19918 3242143 3140932 101211 101211 101211 115073 52484 18312 96761 96761 3886 0 3886 3886 MISCELLANEOUS REVENUE 900099 67685 67685 67685 10497618 4841536 0 217890 X 992850 402540 266593 323717 5415542 4337138 803921 274483 160774 143510 11737 5527 990913 847834 91514 51565 669882 558134 67257 44491 3725 3725 46895 46895 2462379 1981342 399388 81649 533503 4716 528787 170838 15557 110169 45112 199300 23056 176244 281194 255217 15248 10729 28360 28360 132923 56482 76131 310 PRODUCTION COSTS 793120 792152 968 BANK/CREDIT CARD FEES 249109 183595 63319 2195 LICENSE, DUES & SUBSCRI 231335 100573 128877 1885 MISCELLANEOUS EXPENSES 90138 16756 25516 47866 26621 26621 13479401 9695546 2718082 1065773 235502 62454 115124 10127 2243474 2222797 21308 6926 17681 17681 121871 220130 989535 793526 136479 196009 4789772 1720684 191352 707871 7872563 5164679 365793 577865 1569509 1296479 200000 357970 816545 2493272 2690889 X 5220186 2009539 159105 464251 5379291 2473790 7872563 5164679 -2981783 76282 0 X 0 0 1 0 X 4259989 4881819 16619726 4207966 5438192 35407692 218774 167802 386576 4478763 4881819 16787528 4207966 5438192 35794268 8393999 27400269 8207 2196 33003 61804 19918 125128 96761 96761 39574 1483 48341 -13200 67685 143883 36160040 0.75770 0.73320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14609 3287 11322 974926 790239 184687 196009 DEPOSITS 5500 DUE FROM AFFILIATE 4655 OPERATING LEASE, RIGHT OF USE ASSETS 697716 707871 DUE TO AFFILIATE 116830 OPERATING LEASE LIABILITIES 699715 816545 SAVOR THE SYMPHONY 167557 52484 115073 9382 5000 3930 167557 52484 115073 9382 5000 3930 18312 96761 X X X 0 0 0 0 0 0 0 0 0 TITO MUNOZ BOARD MEMBER/MUSIC DIRECTOR 285322 0 0 0 0 0 0 0 0 0 285322 0 0 0 PETER KJOME PRESIDENT/CEO 228568 0 0 0 0 0 0 0 10816 0 239384 0 0 0 NICOLA PENA VP OF PHILANTHROPY 174868 0 0 0 0 0 1413 0 10816 0 187097 0 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS USING INFORMATION FROM THE LEAGUE OF AMERICAN SYMPHONY ORCHESTRAS PLUS INPUT FROM LOCAL EMPLOYMENT AGENCIES. THE BOARD CHAIR CONDUCTS A PERFORMANCE REVIEW ANNUALLY. THE EXECUTIVE EMPLOYEE SALARIES ARE DETERMINED AT THE DISCRETION OF THE CEO AND ARE BASED ON INDUSTRY STANDARDS FOR THE POSITION PLUS PERFORMANCE REVIEWS, WHICH ARE PERFORMED ANNUALLY. X DONATED AUCTION ITEMS 27 30638 X EVENT EXPENSES 27 16038 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS SHOWING IN PART I, COLUMN B, REPRESENT THE NUMBER OF DONATIONS RECEIVED. FORM 990, PART IV, LINE 12 AT THE TIME THIS FORM 990 WAS FILED, THE ORGANIZATION HAD ENGAGED A CPA FIRM TO PERFORM THE AUDIT FOR THE YEAR ENDED JUNE 30, 2024. HOWEVER, THE AUDIT WAS NOT YET COMPLETD AT THE TIME OF FILING. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS CONSIST OF THOSE PERSONS AND ENTITIES WHO, DURING THE PREVIOUS 12 MONTHS, CONTRIBUTED TO THE ASSOCIATION, FOR CURRENT EXPENDITURE, A SUM OF NO LESS THAN $100. THE VARIOUS CLASSIFICATIONS OF MEMBERSHIP SHALL BE DETERMINED BY THE BOARD FROM TIME TO TIME. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS MEET ANNUALLY FOR THE PURPOSE OF ELECTION OF THE OFFICERS OF THE BOARD OF DIRECTORS AND FOR THE TRANSACTION OF SUCH OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE VP OF FINANCE REVIEWS THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C WHEN A BOARD MEMBER IS APPOINTED AN ORIENTATION IS PROVIDED. A CONFLICT OF INTEREST STATEMENT IS PROVIDED TO THE MEMBER WHO IS REQUIRED TO SIGN A STATEMENT WHETHER HE/SHE HAS A CONFLICT OF INTEREST. IF A TRANSACTION OR ARRANGEMENT INVOLVING A BOARD MEMBER WITH A DIRECT OR INDIRECT FINANCIAL INTEREST OCCURS, THE BOARD MEMBER MUST RECUSE THEMSELVES FROM ANY INVOLVEMENT INCLUDING A VOTE OF THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD USING INFORMATION FROM THE LEAGUE OF AMERICAN SYMPHONY ORCHESTRAS PLUS INPUT FROM LOCAL EMPLOYMENT AGENCIES. THE BOARD CHAIR CONDUCTS A PERFORMANCE REVIEW ANNUALLY. THE DATE OF THE MOST RECENT CEO REVIEW WAS IN DECEMBER OF 2016. THE EXECUTIVE EMPLOYEE SALARIES ARE DETERMINED AT THE DISCRETION OF THE CEO AND ARE BASED ON INDUSTRY STANDARDS FOR THE POSITION PLUS PERFORMANCE REVIEWS, WHICH ARE PERFORMED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 18 THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND PUBLIC COPIES OF THE FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND PUBLIC COPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ARTISTIC CONTRACTORS: PROGRAM SERVICE EXPENSES 1,532,060. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,532,060. PROFESSIONAL/CONSULTING FEES: PROGRAM SERVICE EXPENSES 287,482. MANAGEMENT AND GENERAL EXPENSES 399,388. FUNDRAISING EXPENSES 81,649. TOTAL EXPENSES 768,519. STAGEHAND CONTRACTORS: PROGRAM SERVICE EXPENSES 161,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 161,800. PHOENIX SYMPHONY SUPPORT FOUNDATION 1 N 1ST ST STE 200 PHOENIX AZ 85004 262741009 SUPPORT TO PHOENIX SYMPHONY AZ 501(C)(3) LINE 12A, I PHOENIX SYMPHONY ASSOCIATION 0 PHOENIX SYMPHONY SUPPORT FOUNDATION II 1 N 1ST ST STE 200 PHOENIX AZ 85004 SUPPORT TO PHOENIX SYMPHONY AZ PHOENIX SYMPHONY ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0