2020-07-14T16:21:03-05:00 2019-06-30 364538293 LUDWIG KLEWER & RUDNER PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2018-07-01 860107538 TUCSON SYMPHONY SOCIETY TUCS 5207929155 2175 N SIXTH AVENUE TUCSON AZ 85705 STEVEN HAINES PRESIDENT & CEO 5207929155 2020-07-13 true JULIE S KLEWER CPA P00343046 5205450500 2020-07-13 68.15.191.28 2020-07-13 11:50:49 P B6162473FDB9C62BF875F4633655C2D76CA34BB8 0DF49F9EEF46CE2F1A83C808F6029C29A8A83A14 2018 2021-01-29 14:40:06Z STEVEN HAINES 2175 N SIXTH AVENUE TUCSON AZ 85705 7168473 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 20 284 156 520 1646196 1762771 2563104 2710409 471249 77954 101095 106309 4781644 4657443 0 0 2923302 2936391 10266 0 416405 2267892 2252777 5201460 5189168 -419816 -531725 6321416 5728673 1704788 1554486 4616628 4174187 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 3698945 2480216 PROGRAMMING - 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 - 65,000 SOUTHERN ARIZONA RESIDENTS EXPERIENCED THE MAGIC OF MUSIC IN THE 2018-19 SEASONS - 8,000 PATRONS LEARNED ABOUT THE PROGRAM THEY WERE ABOUT TO HEAR THROUGH PRE.CONCERT LECTURES, CONCERT COMMENTS 255622 107682 EDUCATION - 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 68 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. - JUST FOR KIDS . 7 FREE ENSEMBLE PERFORMANCES FOR FAMILIES WITH YOUNG CHILDREN, INCLUDING A COLLABORATION WITH THE TUCSON GIRLS CHORUS - YOUNG COMPOSERS PROJECT . 27 ORIGINAL COMPOSITIONS PERFORMED LAST YEAR AT THE YOUNG COMPOSERS FESTIVAL. WE PREMIERED OUR SECOND COMMISSION FROM A YCP ALUM, SARAH POLK OLIVO. IN 19.20, WE COMMISSIONED A WORK FOR ORCHESTRA AND CHORUS ALUM ROBERT LOPEZ.HANSHAW, AND IN 20.21 WILL FEATURE A HARP CONCERTO COMPOSED AND PERFORMED BY ALUM CLAIRE THAI. - MUSIC IN THE SCHOOLS . 32 SCHOOLS RECEIVED SCHOOL VISITS BY 3 TSO ENSEMBLES AND ATTENDED YOUNG PEOPLE'S CONCERTS IN THE SPRING. - YOUNG PEOPLE'S CONCERTS . 8,980 STUDENTS AND TEACHERS PARTICIPATED - KINDERKONZERTS . 3,122 STUDENTS AND TEACHERS PARTICIPATED 145959 122511 COMMUNITY ENGAGEMENT - 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 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. 12475 12475 4100526 true true false false false false false false false true true false false false false true true false false false false false false false true false false false false false false false false false false false false false true false false false false true false false false true 65 0 true 284 true false false false false true true true true false false false false false false false false X 20 20 false false false false false false false true true false true true true true true true true true true false false X X NATASHA ZAHN 5208828585 2175 N 6TH AVENUE TUCSON AZ 857055606 CARL BOWSER TRUSTEE 5.00 X 0 0 0 JOHN PALMER TRUSTEE 5.00 X 0 0 0 AUTUMN VAN DEN BERG BOARD CHAIR 5.00 X X 0 0 0 CECILE FOLLANSBEE TRUSTEE 5.00 X 0 0 0 KAREN BAHNICK SECRETARY 5.00 X X 0 0 0 ROBERT CHAMBERLAIN TRUSTEE 5.00 X 0 0 0 TOM ELLIOT 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 GRETCHEN PRICE TREASURER 5.00 X 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 JEANNETTE 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 REBECCA SUNDT TRUSTEE 5.00 X 0 0 0 SARAH TOY TRUSTEE 5.00 X 0 0 0 THOMAS MCKINNEY PRESIDENT & 40.00 X 111239 0 8427 NATASHA ZAHN SENIOR ACCOU 40.00 X 50530 0 0 DON SNIDER CFO 40.00 X 39110 0 603 200879 9030 1 false false false JOSE LUIS GOMEZ 2 EAST CONGRESS STREET APT 505 TUCSON AZ 85701 CONDUCTOR 109500 1 40500 1722271 33899 1762771 TICKET SALES 711130 2480216 2480216 EDUC AND COMMUNITY ENGAGEMENT 711130 230193 230193 2710409 99288 99288 2474332 2495666 -21334 -21334 -21334 90782 4621 86161 86161 10782 10743 39 39 MISCELLANEOUS 900099 12475 12475 SYMPHONY STORE 453220 7114 7114 PARKING TCC 812930 520 520 20109 4657443 2722884 520 171268 148389 60840 66775 20774 2472469 2056569 291576 124324 138902 113935 17463 7504 176631 142593 24016 10022 14625 14625 18750 18750 213948 213948 161615 90739 31225 39651 242619 214910 10685 17024 6460 2848 3561 51 27411 27411 122404 90539 19761 12104 21121 21121 OUTSIDE ARTISTIC PRDCT 1018266 880648 54153 83465 SOUND AND LIGHTING 170319 144199 14136 11984 ALL OTHER EXPENSES 167244 63875 52239 51130 LICENSES/ FEES 34096 24883 4740 4473 33899 33899 5189168 4100526 672237 416405 379577 292494 43461 350760 464136 294227 40103 29532 58576 61753 205318 142600 2797531 2055122 763501 742409 4191047 3640102 175697 174796 6321416 5728673 181501 93455 1102488 1074627 420799 386404 1704788 1554486 X -210969 -261715 761984 4065613 4435902 4616628 4174187 6321416 5728673 X -531725 109130 -19846 X false true X true false X 1995044 2088388 3138201 1646196 1762771 10630600 1995044 2088388 3138201 1646196 1762771 10630600 1543378 9087222 89634 97839 63935 148343 99288 499039 32122 15312 5224 31862 20109 104629 11234268 12731345 0.80890 0.74830 X PART II, LINE 10 OTHER INCOME 65,236 INVENTORY REVENUE 29,443 SPECIAL EVENT GROSS RECEIPTS 9,950 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4448628 90813 167433 600755 4106119 4268467 53047 327114 200000 4448628 4370931 122731 438805 664000 4268467 4420491 265000 -68989 245571 4370931 4266301 400000 27190 273000 4420491 0.91440 0.08560 false false 13300 13300 1479432 983418 496014 772487 689756 82731 532312 381948 150364 742409 X 4754422 109130 7500 -901 115729 4638693 18750 18750 4657443 5196863 7500 18945 26445 5170418 18750 18750 5189168 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, 2019, THERE WERE NO UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN BENEFICIAL INTEREST: REMAINDER TRUST -901 SCHEDULE D, PAGE 4, PART XII, LINE 2D BAD DEBT EXPENSE 18,945 PARTIES OF NOTE 66288 66288 4621 PRIMO 20659 20659 86947 86947 4621 4621 82326 AZ X MERCHANDISE 1 33899 FAIR MARKET VALUE false true false FORM 990, PAGE 1, PART I, LINE 6 USHERS AID PATRONS ATTENDING TSO PERFORMANCES. THEIR VOLUNTEER HOURS VARY DEPENDING ON THE SEASONS SCHEDULE. OTHER VOLUNTEERS HELP WITH FUNDRAISERS, COMMUNITY AWARENESS, SINGING IN OUR CHORUS, AND OTHER ACTIVITIES THAT BENEFIT THE TSO. FORM 990, PAGE 2, PART III, LINE 4B EDUCATION - 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 68 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. - JUST FOR KIDS . 7 FREE ENSEMBLE PERFORMANCES FOR FAMILIES WITH YOUNG CHILDREN, INCLUDING A COLLABORATION WITH THE TUCSON GIRLS CHORUS - YOUNG COMPOSERS PROJECT . 27 ORIGINAL COMPOSITIONS PERFORMED LAST YEAR AT THE YOUNG COMPOSERS FESTIVAL. WE PREMIERED OUR SECOND COMMISSION FROM A YCP ALUM, SARAH POLK OLIVO. IN 19.20, WE COMMISSIONED A WORK FOR ORCHESTRA AND CHORUS ALUM ROBERT LOPEZ.HANSHAW, AND IN 20.21 WILL FEATURE A HARP CONCERTO COMPOSED AND PERFORMED BY ALUM CLAIRE THAI. - MUSIC IN THE SCHOOLS . 32 SCHOOLS RECEIVED SCHOOL VISITS BY 3 TSO ENSEMBLES AND ATTENDED YOUNG PEOPLE'S CONCERTS IN THE SPRING. - YOUNG PEOPLE'S CONCERTS . 8,980 STUDENTS AND TEACHERS PARTICIPATED - KINDERKONZERTS . 3,122 STUDENTS AND TEACHERS PARTICIPATED FORM 990, PAGE 6, PART VI, LINE 11B THE CEO AND CFO/SENIOR ACCOUNTANT 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 FOCUMENTED 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. FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST: REMAINDER TRUST -901 BAD DEBT EXPENSE -18,945 TOTAL -19,846 CHARITABLE REMAINDER TRUST INVESTMENT AZ N/A TRUST -901 173196 1.00000 false false false false false false false false false false false false false false false false false false false false