2021-04-26T19:32:15-05:00 2020-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2019-07-01 866000134 PHOENIX SYMPHONY ASSOCIATION PHOE 6024951117 ONE N FIRST STREET NO 200 PHOENIX AZ 85004 SUZANNE WILSON CEO 6024951117 2021-04-23 1 COLETTE KAMPS CPA P00367616 4808394900 2021-04-23 2019 2022-09-23 18:48:47Z SUZANNE WILSON ONE N FIRST STREET NO 200 PHOENIX AZ 85004 8699022 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. 0 0 252 120 0 0 7322691 4259989 6723101 4312162 8146 8207 -150807 -61372 13903131 8518986 0 0 0 0 8287047 7356525 72223 0 623858 5208675 3850089 13567945 11206614 335186 -2687628 3465575 848615 3629112 3791265 -163537 -2942650 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 8172666 4351736 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. 8172666 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 79 0 252 1 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 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 DR BERNARD BENDOK DIRECTOR 1.00 X 0 0 0 PHILIP COWEN DIRECTOR 1.00 X 0 0 0 MARK DIX DIRECTOR 1.00 X 0 0 0 DAVID DODGE DIRECTOR 1.00 X 0 0 0 MAX FOSE DIRECTOR 1.00 X 0 0 0 ADAM GOODMAN DIRECTOR 1.00 X 0 0 0 DR LARRY JOHNSON DIRECTOR 1.00 X 0 0 0 ANNA KIM KAZEPIDES DIRECTOR 1.00 X 0 0 0 MARIA LACAL DIRECTOR 1.00 X 0 0 0 ELIOT MINSKER DIRECTOR 1.00 X 0 0 0 RACHAEL MONTOYA DIRECTOR 1.00 X 0 0 0 TITO MUNOZ DIRECTOR 1.00 X 0 0 0 DORIS ONG DIRECTOR 1.00 X 0 0 0 PAUL PENZONE DIRECTOR 1.00 X 0 0 0 JULIE PRUSAK DIRECTOR 1.00 X 0 0 0 LECIA SCAGLIONE DIRECTOR 1.00 X 0 0 0 DAVID SELDEN DIRECTOR 1.00 X 0 0 0 DIANA ELLIS SMITH DIRECTOR 1.00 X 0 0 0 MO STEIN DIRECTOR 1.00 X 0 0 0 KEN VECCHIONE DIRECTOR 1.00 X 0 0 0 MARK YOUNG DIRECTOR 1.00 X 0 0 0 CA HOWLETT CHAIR EMERITUS 1.00 X 0 0 0 JOHN GRAHAM CHAIR EMERITUS 1.00 X 0 0 0 JEFF RICH VICE CHAIR 2.00 X X 0 0 0 KEVIN MORIARTY VICE CHAIR 2.00 X X 0 0 0 AIDAN MCSHEFFREY VICE CHAIR 2.00 X X 0 0 0 OLIVER HARPER VICE CHAIR 2.00 X X 0 0 0 BRUCE COVILL VICE CHAIR/SECRETARY 2.00 X X 0 0 0 DAVID BORNEMANN VICE CHAIR AT LARGE 2.00 X X 0 0 0 LON BABBY VICE CHAIR 2.00 X X 0 0 0 MOLLY DEFILIPPIS CHAIR 2.00 X X 0 0 0 SUZANNE WILSON CEO 40.00 X 0 0 0 JAMES WARD CEO (THRU JAN. 2020) 40.00 X 222649 0 45193 GARY EGAN CFO (THRU AUG 2019) 40.00 X 80640 0 14089 JEFFREY HUNSINGER GENERAL MANAGER 40.00 X 130599 0 15588 433888 0 74870 2 0 1 0 TITO MUNOZ 3076 27TH ST ASTORIA NY 11103 CONDUCTOR SERVICES 280387 ARTS CONSULTING GROUP INC 2356 MOORE ST STE 104 SAN DIEGO CA 92110 EMPLOYEE SEARCH FIRM 201620 WILLIAM MORRIS ENDEAVOR ENTERTAINMENT 11 MADISON AVE 18TH FLOOR NEW YORK NY 10010 PERFORMERS FOR SPECIAL SHOWS 192286 3 255310 52100 1303727 2648852 601 4259989 TICKET SALES 711190 3356277 3356277 FEE ENGAGEMENTS 711190 629920 629920 HANDLING FEES 711190 297477 297477 EDUCATION 711190 28488 28488 4312162 8207 8207 79090 255310 180036 -100946 -100946 MISCELLANEOUS REVENUE 900099 39574 39574 39574 8518986 4351736 0 -92739 X 283842 23969 164002 95871 5433704 4661967 622403 149334 176129 154971 19848 1310 859620 754111 96142 9367 603230 499892 81863 21475 752 752 5750 5750 1497277 1112087 239418 145772 805886 805886 26071 6986 19085 14945 14945 4139 4139 61464 51636 8842 986 39260 39260 82891 82891 47304 10857 36447 PRODUCTION COSTS 305565 305565 HALL RENTAL 199797 199797 EQUIPMENT RENTAL 155132 155132 DUES & SUBSCRIPTIONS 152820 66932 85843 45 451036 168764 82574 199698 11206614 8172666 2410090 623858 68155 13502 1003026 135079 1615443 161919 43225 24537 18562 18562 312815 133967 1436752 1262170 254865 174582 128431 160651 21053 25816 3465575 848615 850128 1032297 1489002 1839882 810176 700000 479806 219086 3629112 3791265 X -1778980 -3104569 1615443 161919 -163537 -2942650 3465575 848615 X -2687628 -91485 0 X X 0 0 0 X 4882135 6362833 6527728 7322691 4259989 29355376 218774 218774 218774 656322 4882135 6362833 6746502 7541465 4478763 30011698 6399608 23612090 672 918 1825 8146 8207 19768 36192 839 15487 20108 39574 112200 30143666 0.78330 0.80980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5836 5836 0 1430916 1256334 174582 174582 DUE TO AFFILIATE 219086 219086 NY'S EVE GALA 276150 207300 68850 97479 6000 56727 SAVOR THE SYMPHONY 58250 48010 10240 5957 13873 334400 255310 79090 97479 5957 6000 70600 180036 -100946 X X X X 0 0 0 0 0 0 0 0 0 JAMES WARD CEO (THRU JAN. 2020) 222649 0 0 0 0 0 6679 0 38514 0 267842 0 0 0 PART I, LINE 1A SOCIAL CLUB MEMBERSHIP BENEFITS THE ORGANIZATION BY ENHANCING ITS NETWORKING WITHIN THE COMMUNITY. 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 CFO 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 GUEST ARTIST AND CONDUCTOR FEES: PROGRAM SERVICE EXPENSES 1,060,087. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,060,087. PROFESSIONAL AND CONSULTING FEEES: PROGRAM SERVICE EXPENSES 52,000. MANAGEMENT AND GENERAL EXPENSES 239,418. FUNDRAISING EXPENSES 145,772. TOTAL EXPENSES 437,190. FORM 990, PART XI, LINE 8 A PRIOR PERIOD ADJUSTMENT IS INCLUDED TO REFLECT AN AUDIT ADJUSTMENT MADE FOR THE JUNE 30, 2019 FINANCIAL STATEMENTS TO CORRECT FOR A PLEDGE PAYMENT. FORM 990, PART XII, LINE 2 THE ORGANIZATION WAS IN THE PLANNING STAGES FOR THE AUDIT WHEN THE FORM 990 WAS FILED. SINCE THE AUDIT WAS NOT YET COMPLETE FOR THE YEAR ENDED JUNE 30, 2020, LINE 2B WAS MARKED NO. 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