2022-05-11T15:34:42-05:00 2021-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2020-07-01 866000134 PHOENIX SYMPHONY ASSOCIATION PHOE 6024951117 ONE N FIRST STREET NO 200 PHOENIX AZ 85004 SUZANNE WILSON CEO 6024951117 2022-05-06 1 SUZANNE WILSON 999009999 COLETTE KAMPS CPA P00367616 4808394900 2022-05-06 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SUZANNE WILSON ONE N FIRST STREET NO 200 PHOENIX AZ 85004 4890998 0 X PHOENIXSYMPHONY.ORG X 1947 AZ OUR MISSION IS TO PROVIDE THE JOY OF MUSIC AS A CATALYST IN HELPING ARIZONA TO BECOME THE BEST PLACE IN AMERICA TO WORK AND LIVE. WE WILL DO THIS BY CREATING HIGH QUALITY MUSICAL EXPERIENCES TO FEED THE SOULS OF OUR RESIDENTS, TO BOLSTER THE CULTURAL ECONOMY, AND TO EDUCATE AND STRENGTHEN OUR NEXT GENERATION RESULTING IN A CREATIVE WORKFORCE. 30 30 189 30 0 0 4259989 4881819 4312162 5500 8207 2196 -61372 1483 8518986 4890998 0 0 0 0 7356525 3338178 0 0 321580 3850089 662469 11206614 4000647 -2687628 890351 848615 1368252 3791265 3240187 -2942650 -1871935 X OUR MISSION IS TO PROVIDE THE JOY OF MUSIC AS A CATALYST IN HELPING ARIZONA TO BECOME THE BEST PLACE IN AMERICA TO WORK AND LIVE. WE WILL DO THIS BY CREATING HIGH QUALITY MUSICAL EXPERIENCES TO FEED THE SOULS OF OUR RESIDENTS, TO BOLSTER THE CULTURAL ECONOMY, AND TO EDUCATE AND STRENGTHEN OUR NEXT GENERATION RESULTING IN A CREATIVE WORKFORCE. 0 0 2324328 5500 THE SYMPHONY PERFORMS MUSIC PROVIDING A DIVERSE REPERTOIRE TO AUDIENCES STATEWIDE. THE PHOENX SYMPHONY ASSOCIATION SERVES MORE THAN 300,000 PEOPLE ANNUALLY AT PHOENIX SYMPHONY HALL AND OTHER PERFORMING ARTS CENTERS AROUND THE STATE OF ARIZONA. OUR REPERTOIRE INCLUDES CLASSICS, POPS, AND CHAMBER CONCERTS AND POPS SERIES FEATURING WORLD-CLASS CONDUCTORS AND GUEST ARTISTS. 2324328 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 46 0 189 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 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 ELLEN ANDEEN BOARD MEMBER 1.00 X 0 0 0 BRUCE E COVIL BOARD MEMBER 1.00 X 0 0 0 PHILIP R COWEN BOARD MEMBER 1.00 X 0 0 0 MARK DIX BOARD MEMBER 1.00 X 0 0 0 DAVID DODGE BOARD MEMBER 1.00 X 0 0 0 DR BERNARD DENDOK BOARD MEMBER 1.00 X 0 0 0 DR LARRY JOHNSON BOARD MEMBER 1.00 X 0 0 0 MAX FOSE BOARD MEMBER 1.00 X 0 0 0 ADAM GOODMAN BOARD MEMBER 1.00 X 0 0 0 JOHN GRAHM CHAIR EMERITUS 1.00 X 0 0 0 OLIVER HARPER CHAIR EMERITUS 1.00 X 0 0 0 ANNA KIM KAZEPIDES BOARD MEMBER 1.00 X 0 0 0 MARIA LACAL BOARD MEMBER 1.00 X 0 0 0 ELIOT MINSKER BOARD MEMBER 1.00 X 0 0 0 RACHAEL MONTOYA BOARD MEMBER 1.00 X 0 0 0 TITO MUNOZ 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 DAVID SELDEN BOARD MEMBER 1.00 X 0 0 0 DIANA SMITH BOARD MEMBER 1.00 X 0 0 0 MORRIS STEIN BOARD MEMBER 1.00 X 0 0 0 KENNETH VECCHIONE BOARD MEMBER 1.00 X 0 0 0 MARK YOUNG BOARD MEMBER 1.00 X 0 0 0 LON BABBY VICE CHAIR, NOMINATING 1.00 X X 0 0 0 DAVID BORNEMANN VICE CHAIR, FINANCE 1.00 X X 0 0 0 BRUCE COVILL VICE CHAIR, SECRETARY 1.00 X X 0 0 0 AIDAN MCSHEFFREY VICE CHAIR, AUDIT COMMITTEE 1.00 X X 0 0 0 KEVIN MORIARTY VICE CHAIR, INVESTMENT 1.00 X X 0 0 0 JEFF RICH VICE CHAIR, DEVELOPMENT 1.00 X X 0 0 0 MOLLY DEFILIPPIS BOARD CHAIR 1.00 X X 0 0 0 SUSAN W HAAG VP FINANCE 40.00 X 84667 0 9410 SUZANNE WILSON PRESIDENT/CEO 40.00 X 139423 0 1911 KATE FRANCIS VP DEVELOPMENT 40.00 X 93654 0 5519 317744 0 16840 1 0 0 0 CAPACITY INTERACTIVE CONSULTING 82 NASSAU ST 60283 NEW YORK NY 10038 DIGITAL MARKETING CONSULTING 275595 TITO MUNOZ 3076 27TH ST ASTORIA NY 11103 CONDUCTOR SERVICES 107115 ESSER DESIGN 2355 E CAMELBACK RD STE 200 PHOENIX AZ 85016 CONSULTING 105253 3 10600 1604968 3266251 253853 4881819 FEE ENGAGEMENTS 711190 5500 5500 5500 2196 2196 MISCELLANEOUS REVENUE 900099 1483 1483 1483 4890998 5500 0 3679 378897 245493 133404 1659482 1202431 359017 98034 52422 40446 10276 1700 1102617 867376 208873 26368 144760 111690 28376 4694 17265 17265 29000 29000 98738 72988 25750 72679 72679 5476 5476 44524 44524 92287 92287 12206 2565 9353 288 128 128 55691 55691 47269 47269 DUES & SUBSCRIPTIONS 104396 99139 5257 MISCELLANEOUS EXPENSES 41180 15366 25814 BANK AND CREDIT CARD FE 22929 22929 POSTAGE 13182 523 12492 167 5519 158 5361 4000647 2324328 1354739 321580 13502 166209 135079 314115 161919 656531 24537 160 18562 18562 133967 32176 1448246 1317027 174582 131219 160651 25816 49280 848615 1368252 1032297 662625 1839882 1255816 700000 700000 219086 621746 3791265 3240187 X -3104569 -2308785 161919 436850 -2942650 -1871935 848615 1368252 890351 180364 0 X X 0 1 X 1 0 X 6362833 6527728 7322691 4259989 4881819 29355060 218774 218774 218774 656322 6362833 6746502 7541465 4478763 4881819 30011382 5963788 24047594 918 1825 8146 8207 2196 21292 839 15487 20108 39574 1483 77491 30110165 0.79870 0.78330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5836 5836 0 1442410 1311191 131219 131219 DUE TO AFFILIATE 109086 DEFERRED CONDITIONAL CONTRIBUTIONS 512660 621746 X PART X, LINE 2: THE SYMPHONY RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT JUNE 30, 2021, THE SYMPHONY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X FORGIVENESS OF PAYABLES 19 192801 X PRINTING 6 51744 X OTHER 2 9308 0 0 0 PART I, COLUMN (B): THE NUMBER IN COL. B OF PART I REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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 XII LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990 PART XI LINE 8 THE PRIOR YEAR FORM 990 WAS FILED PRIOR TO THE COMPLETION OF THE AUDIT. BECAUSE THE SUBSEQUENT AUDIT OF THE FINANCIAL STATEMENTS, THE NET ASSET BALANCE WAS ADJUSTED, MAINLY DUE TO INTER-ORGANIZATIONAL BALANCE ADJUSTMENTS. 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 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0