2022-05-11T18:13:46-05:00 2020-06-30 364538293 LUDWIG KLEWER & RUDNER PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2019-07-01 860107538 TUCSON SYMPHONY SOCIETY TUCS 5207929155 2175 N SIXTH AVE TUCSON AZ 85705 PAUL MEECHAM PRESIDENT/CEO 5206209170 2022-05-10 JULIE S KLEWER CPA P00343046 5205450500 2022-05-11 2019 2022-09-23 18:48:47Z X PAUL MEECHAM 2175 N SIXTH AVE TUCSON AZ 85705 13284839 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 20 17 230 176 530 1762771 8818450 2710409 1936200 77954 227005 106309 89863 4657443 11071518 0 0 2936391 3081576 0 334468 2252777 2009229 5189168 5090805 -531725 5980713 5666920 11916898 1554486 1897033 4112434 10019865 X THE MISSION OF THE TUCSON SYMPHONY IS TO ENGAGE, EDUCATE AND TRANSFORM OUR COMMUNITY THROUGH LIVE MUSICAL EXPERIENCES OF THE HIGHEST QUALITY false false 3727477 1794513 THE VISION OF THE TUCSON SYMPHONY IS TO BRING PEOPLE TOGETHER FOR INSPIRED LIVING. OUR MISSION, TO ENGAGE, EDUCATE AND TRANSFORM OUR COMMUNITY THROUGH PARTNERSHIPS AND LEARNING - 40,000 SOUTHERN ARIZONA RESIDENTS EXPERIENCED THE MAGIC OF MUSIC IN THE 2019-20 SEASON - 6,500 PATRONS LEARNED ABOUT THE PROGRAM THEY WERE ABOUT TO HEAR THROUGH PRE-CONCERT LECTURES, CONCERT COMMENTS 248498 31002 THE TSO PROVIDES A COHESIVE SERIES OF EDUCATION PROGRAMS FOR STUDENTS OF ALL AGES. THE TSO'S NATIONALLY-RECOGNIZED EDUCATION PROGRAMS ARE PRESENT IN APPROXIMATELY 70 SCHOOLS FROM SOUTHERN PINAL COUNTY TO THE ARIZONA-MEXICO BORDER. THESE PROGRAMS INCLUDE BOTH SCHOOL-BASED AND FREE FAMILY OFFERINGS, SUCH AS MUSIC IN THE SCHOOLS, JUST FOR KIDS, AND YOUNG COMPOSERS PROJECT. THE YOUNG COMPOSERS PROJECT RECEIVED NATIONAL ENDOWMENT FOR THE ARTS FUNDING FOR 10 CONSECUTIVE YEARS. DUE TO THE 2020 COVID PANDEMIC, OUR MARCH THROUGH MAY EVENTS, INCLUDING THE YOUNG COMPOSERS FESTIVAL, KINDERKONZERTS, AND YOUNG PEOPLE'S CONCERTS WERE POSTPONED OR CANCELLED. "JUST FOR KIDS - 5 FREE ENSEMBLE PERFORMANCES FOR FAMILIES WITH YOUNG CHILDREN "YOUNG COMPOSERS PROJECT - 28 ORIGINAL COMPOSITIONS FOR SMALL ENSEMBLE AND FULL ORCHESTRA CREATED BY STUDENTS AGES 8-18. WE PREMIERED OUR THIRD COMMISSION FROM A YCP ALUM, A WORK FOR ORCHESTRA AND CHORUS, BY ROBERT LOPEZ-HANSHAW. WE COMMISSIONED ALUM CLAIRE THAI TO COMPOSE AND PERFORM A HARP CONCERTO FOR THE 20-21 SEASON. WE ALSO PREMIERED THE ORIGINAL DOCUMENTARY ORCHESTRATING THE FUTURE: TSO YOUNG COMPOSERS PROJECT IN AN ONLINE EVENT, SHARING THE PROGRAM WITH OVER 2,000 VIEWERS. "MUSIC IN THE SCHOOLS - 33 SCHOOLS RECEIVED SCHOOL VISITS BY TSO ENSEMBLES THROUGHOUT THE YEAR AND REGISTERED TO PARTICIPATE IN THE SPRING YOUNG PEOPLE'S CONCERTS. "YOUNG PEOPLE'S CONCERTS - 8,086 STUDENTS AND TEACHERS REGISTERED FOR THE EVENT AND RECEIVED TSO'S CURRICULUM MATERIALS. "KINDERKONZERTS - 2,309 STUDENTS AND TEACHERS REGISTERED FOR THE EVENT AND RECEIVED TSO'S CURRICULUM MATERIALS. 165666 124010 THE TUCSON SYMPHONY ORCHESTRA HAS ONE OF THE MOST ACTIVE COMMUNITY ENGAGEMENT PROGRAMS IN THE ORCHESTRA FIELD. AS AN INTEGRAL MEMBER OF THE COMMUNITY, THE TSO SERVES AS A MUSIC RESOURCE FOR ALL OF SOUTHERN ARIZONA. FROM LARGE PARTNERSHIPS TO PRIVATE EVENTS, THE TSO IS A MUSIC PARTNER FOR SOUTHERN ARIZONANS, PERFORMING MORE THAN THIRTY COMMUNITY ENGAGEMENT EVENTS EACH SEASON. THE TSO HAS FORMED STRONG PARTNERSHIPS WITH LOCAL BUSINESSES, VISITING CORPORATIONS AND NON-PROFIT AGENCIES. LOCAL COMMUNITIES ALSO ENJOY ACTIVE RELATIONSHIPS WITH THE TSO, BRINGING BOTH SMALL AND LARGE CONCERTS TO THEIR RESIDENTS. 4141641 true true false false false false false false false true true false false true false true true false false false false false false false true false false false false false false false false true false false false false false false false false false true false false false true 49 0 true 230 true false false false false false false false false false false false false false false X 20 17 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 NADGEGZDA MILLER-ZAHN DIRECTOR OF 40.00 X 62731 0 591 THOMAS MCKINNEY PAST PRESIDE 40.00 X 26156 0 1050 STEVEN HAINES PRESIDENT/CE 40.00 X 17596 0 0 AUTUMN VAN DEN BERG BOARD CHAIR 5.00 X 0 0 0 KAREN BAHNICK SECRETARY 5.00 X 0 0 0 GRETCHEN SCHAR TREASURER 5.00 X 0 0 0 CARL BOWSER TRUSTEE 5.00 X 0 0 0 DARIO BRIGNOLI EX-OFFICIO 5.00 X 25946 0 0 ROBERT CHAMBERLAIN EX-OFFICIO 5.00 X 17169 0 0 TOM ELLIOTT TRUSTEE 5.00 X 0 0 0 CECILE FOLLANSBEE TRUSTEE 5.00 X 0 0 0 MARY JO GHORY TRUSTEE 5.00 X 0 0 0 DAVID GILBERT TRUSTEE 5.00 X 0 0 0 JIM LINDHEIM TRUSTEE 5.00 X 0 0 0 HEATHER MORTON TRUSTEE 5.00 X 0 0 0 JOHN PALMER TRUSTEE 5.00 X 0 0 0 CARLIE RIGG EX-OFFICIO 5.00 X 13328 0 0 COPPELIA SAMAHA TRUSTEE 5.00 X 0 0 0 PATRICIA SCHWABE TRUSTEE 5.00 X 0 0 0 JEANNETTE SEGEL TRUSTEE 5.00 X 0 0 0 MINNA SHAH TRUSTEE 5.00 X 0 0 0 JANET SILVERMAN EX-OFFICIO 5.00 X 0 0 0 REBECCA SUNDT EX-OFFICIO 5.00 X 0 0 0 162926 1641 false false false KATHRYN MARTIN CONSULTING 220 E YANONALI ST UNIT A SANTA BARBARA CA 93101 INTERIM CEO 152500 JOSE LUIS GOMEZ RIOS 2 E CONGRESS ST APT 505 TUCSON AZ 85701 CONDUCTOR 142500 2 591850 8226600 8818450 TICKET SALES 711130 1794513 1794513 EDUC AND COMMUNITY ENGAGEMENT 711130 141687 141687 1936200 74944 74944 2354759 2202698 152061 152061 152061 86631 10623 76008 76008 MISCELLANEOUS 900099 13325 13325 PARKING TCC 453220 530 530 13855 11071518 1949525 530 303013 154252 9255 137284 7713 2552757 2150215 234548 167994 186627 150844 23230 12553 187940 149885 25673 12382 20700 20700 14614 14614 275573 268291 7282 172930 150930 9107 12893 22165 22165 114994 85058 18565 11371 26065 26065 CONTRACTED SERVICES 972877 876254 52027 44596 ALL OTHER EXPENSES 177744 109056 24710 43978 EQUIPMENT 153123 144922 4859 3342 LICENSES/FEES/DUES 50249 46931 1149 2169 8195 8195 5090805 4141641 614696 334468 292494 972526 50760 1713540 294227 357455 29532 46791 142600 81465 2800931 2170116 742409 630815 3940102 2067743 174796 6046563 5666920 11916898 93455 131076 1074627 955737 150000 386404 660220 1554486 1897033 X -219703 567061 4332137 9452804 4112434 10019865 5666920 11916898 5980713 -85143 11861 X false true X true false X 2088388 3138201 1646196 1762771 8818450 17454006 2088388 3138201 1646196 1762771 8818450 17454006 6403631 11050375 97801 63973 148343 99288 71256 480661 15312 21838 31712 110891 89863 269616 18204283 12193828 0.60700 0.86650 X PART II, LINE 10 OTHER INCOME 269,616 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4002354 5872837 127248 1200000 8802439 4448628 87048 167433 700755 4002354 4268467 53047 327114 200000 4448628 4370931 122731 438805 664000 4268467 4420491 265000 -68989 245571 4370931 1.00000 false false 13300 13300 1479432 1044108 435324 762487 716563 45924 545712 409445 136267 630815 BENEFICIAL INT IN REMAINDER TRUST 6044963 OIL AND GAS LEASE 1600 6046563 X 10983622 -85143 11861 -73282 11056904 14614 14614 11071518 5076191 5076191 14614 14614 5090805 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 MANAGEMENT'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, 2020, THERE WERE NO UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. PRIMO/SEAT FOR 54914 54914 8955 PARTIES OF NOTE 31717 31717 1668 86631 86631 10623 10623 76008 AZ CARL BOWSER BOARD MEMBER BRIDGE FINANCING X 60000 60000 false true true GRETCHEN PRICE BOARD MEMBER BRIDGE FINANCING X 50000 50000 false true true CECILE FOLLANSBEE BOARD MEMBER BRIDGE FINANCING X 40000 40000 false true true 150000 FORM 990, PAGE 1, ITEM B THE AUDIT OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2020 WAS COMPLETED SUBSEQUENT TO THE REQUIRED DEADLINE TO SUBMIT THE JUNE 30, 2020 FORM 990. IN ADDITION, DURING THE AUDIT OF THE JUNE 30, 2021 FINANCIAL STATEMENTS, THERE WERE PRIOR PERIOD ADJUSTMENTS POSTED TO THE JUNE 30, 2020 AUDITED FINANCIAL STATEMENTS AS ORIGINALLY ISSUED. THE AMENDED RETURN REFLECTS THE ACCUMULATED EFFECTS OF THESE CHANGES. FORM 990 THE PRINCIPAL AND SIGNATURE OFFICER FOR TUCSON SYMPHONY SOCIETY IS CURRENTLY PAUL MEECHAM, PRESIDENT AND CEO, AS HE REPLACED INTERIM PRESIDENT AND CEO, KAREN SIVERT, IN MAY 2021 FORM 990, PAGE 1, PART I, LINE 6 USHERS PROVIDE ASSISTANCE TO PATRONS ATTENDING TSO PERFORMANCES. THEIR VOLUNTEER HOURS VARY DEPENDING ON SCHEDULING. OTHER VOLUNTEERS HELP WITH FUNDRAISERS, COMMUNITY AWARENESS, SINGING IN OUR CHORUS, AND OTHER ACTIVITIES THAT BENEFIT TSO. FORM 990, PAGE 2, PART III, LINE 4B THE TSO PROVIDES A COHESIVE SERIES OF EDUCATION PROGRAMS FOR STUDENTS OF ALL AGES. THE TSO'S NATIONALLY-RECOGNIZED EDUCATION PROGRAMS ARE PRESENT IN APPROXIMATELY 70 SCHOOLS FROM SOUTHERN PINAL COUNTY TO THE ARIZONA-MEXICO BORDER. THESE PROGRAMS INCLUDE BOTH SCHOOL-BASED AND FREE FAMILY OFFERINGS, SUCH AS MUSIC IN THE SCHOOLS, JUST FOR KIDS, AND YOUNG COMPOSERS PROJECT. THE YOUNG COMPOSERS PROJECT RECEIVED NATIONAL ENDOWMENT FOR THE ARTS FUNDING FOR 10 CONSECUTIVE YEARS. DUE TO THE 2020 COVID PANDEMIC, OUR MARCH THROUGH MAY EVENTS, INCLUDING THE YOUNG COMPOSERS FESTIVAL, KINDERKONZERTS, AND YOUNG PEOPLE'S CONCERTS WERE POSTPONED OR CANCELLED. "JUST FOR KIDS - 5 FREE ENSEMBLE PERFORMANCES FOR FAMILIES WITH YOUNG CHILDREN "YOUNG COMPOSERS PROJECT - 28 ORIGINAL COMPOSITIONS FOR SMALL ENSEMBLE AND FULL ORCHESTRA CREATED BY STUDENTS AGES 8-18. WE PREMIERED OUR THIRD COMMISSION FROM A YCP ALUM, A WORK FOR ORCHESTRA AND CHORUS, BY ROBERT LOPEZ-HANSHAW. WE COMMISSIONED ALUM CLAIRE THAI TO COMPOSE AND PERFORM A HARP CONCERTO FOR THE 20-21 SEASON. WE ALSO PREMIERED THE ORIGINAL DOCUMENTARY ORCHESTRATING THE FUTURE: TSO YOUNG COMPOSERS PROJECT IN AN ONLINE EVENT, SHARING THE PROGRAM WITH OVER 2,000 VIEWERS. "MUSIC IN THE SCHOOLS - 33 SCHOOLS RECEIVED SCHOOL VISITS BY TSO ENSEMBLES THROUGHOUT THE YEAR AND REGISTERED TO PARTICIPATE IN THE SPRING YOUNG PEOPLE'S CONCERTS. "YOUNG PEOPLE'S CONCERTS - 8,086 STUDENTS AND TEACHERS REGISTERED FOR THE EVENT AND RECEIVED TSO'S CURRICULUM MATERIALS. "KINDERKONZERTS - 2,309 STUDENTS AND TEACHERS REGISTERED FOR THE EVENT AND RECEIVED TSO'S CURRICULUM MATERIALS. FORM 990, PAGE 6, PART VI, LINE 11B THE CEO AND DIRECTOR 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. THIS 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. GETHMANN REAL ESTATE CRT 4858 E BROADWAY BLVD TUCSON AZ 85711 INVESTMENT AZ N/A TRUST 173196 1.00000 false false false false false false false false false false false false false false false false false false false false