2021-05-12T18:40:31-05:00 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 AVENUE TUCSON AZ 85705 STEVEN HAINES PRESIDENT/CEO 5207929155 2021-05-07 JULIE S KLEWER CPA P00343046 5205450500 2021-05-12 2019 2022-09-23 18:48:47Z STEVEN HAINES 2175 N SIXTH AVE TUCSON AZ 85705 6905613 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 23 23 230 176 532 1762771 2491645 2710409 1887897 77954 223317 106309 89434 4657443 4692293 0 0 2936391 3079198 0 318998 2252777 1977432 5189168 5056630 -531725 -364337 5728673 6212979 1554486 2484151 4174187 3728828 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 3733939 1746210 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 254475 32112 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. 137876 122468 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. 4126290 true true false false false false false false false true true false false false false false false 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 false false false false true 49 0 true 230 false false false false false false false false false false false false false false false X 23 23 false false false false false false false true true false false false true true true true true true false false AZ X NATASHA ZAHN 5206209173 2175 N 6TH AVENUE TUCSON AZ 857055606 NATASHA 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 KAREN BAHNICK SECRETARY 5.00 X 0 0 0 AUTUMN VAN DEN BERG BOARD CHAIR 5.00 X 0 0 0 CARL BOWSER TRUSTEE 5.00 X 0 0 0 DARIO BRIGNOLI TRUSTEE 5.00 X 0 0 0 ROBERT CAMBERLAIN TRUSTEE 5.00 X 0 0 0 CAROL DES CONETS TRUSTEE 5.00 X 0 0 0 TOM ELLIOT 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 JOHN POUND TRUSTEE 5.00 X 0 0 0 GRETCHEN PRICE TREASURER 5.00 X 0 0 0 CARLIE RIGG TRUSTEE 5.00 X 0 0 0 COPPELIA SAMAHA TRUSTEE 5.00 X 0 0 0 PATRICIA SCHWABE TRUSTEE 5.00 X 0 0 0 JEANETTE SEGEL TRUSTEE 5.00 X 0 0 0 MINNA SHAH TRUSTEE 5.00 X 0 0 0 JANET SILVERMAN TRUSTEE 5.00 X 0 0 0 KAREN SIVERT TRUSTEE 5.00 X 0 0 0 REBECCA SUNDT TRUSTEE 5.00 X 0 0 0 106483 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 44750 2446895 3663 2491645 TICKET SALES 711130 1746210 1746210 EDUC AND COMMUNITY ENGAGEMENT 711130 141687 141687 1887897 71256 71256 2354759 2202698 152061 152061 152061 86631 10622 76009 76009 MISCELLANEOUS 900099 12893 12893 PARKING TCC 453220 532 532 13425 4692293 1900790 532 299326 154252 9255 137284 7713 2550039 2147437 232100 170502 186967 149526 25085 12356 187940 149885 25673 12382 20700 20700 14614 14614 169291 169291 136695 120017 4100 12578 172930 150930 9107 12893 2378 1898 109 371 22165 22165 97205 71900 15693 9612 26065 26065 OUTSIDE ARTISTIC PRDCT 972877 876254 52027 44596 SOUND AND LIGHTING 153123 144922 4859 3342 ALL OTHER EXPENSES 139140 88044 20612 30484 LICENSES/ FEES 50249 46931 1149 2169 5056630 4126290 611342 318998 292494 972525 50760 1923969 294227 454049 29532 38505 61753 61753 142600 81466 2800930 2152329 742409 648601 3940102 1857315 174796 174796 5728673 6212979 93455 108327 1074627 1018504 150000 386404 660220 547100 1554486 2484151 X -261715 -834755 4435902 4563583 4174187 3728828 5728673 6212979 -364337 -81022 X false false false X 2088388 3138201 1646196 1762771 2491645 11127201 2088388 3138201 1646196 1762771 2491645 11127201 1394523 9732678 97801 63973 148343 99288 71256 480661 15312 21838 31712 110891 100056 279809 11887671 12145525 0.81870 0.86650 X PART II, LINE 10 OTHER INCOME 62,671 INVENTORY REVENUE 13,311 SPECIAL EVENT GROSS RECEIPTS 203,827 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4106119 1070 127681 351391 3883479 4448628 90813 167433 600755 4106119 4268467 53047 327114 200000 4448628 4370931 122731 438805 664000 4268467 4420491 265000 -68989 245571 4370931 1.00000 false false 13300 13300 1479432 983418 496014 772486 786963 -14477 535712 381948 153764 648601 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. PRIMO/SEAT FOR 54914 54914 8954 PARTIES OF NOTE 31717 31717 1668 86631 86631 10622 10622 76009 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, 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 EACH POSITION BASED ON INPUT FOR 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 HR SUB-COMMITTEE. 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.