PHOENIX SYMPHONY ASSOCIATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PHOENIX SYMPHONY ASSOCIATION (EIN 86-6000134)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-15
- IRS object ID
- 202031979349307068
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T16:56:37-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860133881 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & HORNE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 E WARNER ROAD SUITE 101 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85284 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 866000134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX SYMPHONY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHOE | BusinessNameControlTxt |
| Phone | 6024951117 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE N FIRST STREET NO 200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE WILSON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6024951117 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLETTE KAMPS CPA | PreparerPersonNm |
| PTIN | P00367616 | PTIN |
| Phone | 4808394900 | PhoneNum |
| Preparation | 2020-07-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.44.192.92 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-15 | IPDt |
| IP Tm | 13:36:30 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUZANNE WILSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE N FIRST STREET NO 200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,217,997 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | PHOENIXSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 256 | TotalEmployeeCnt |
| Total Volunteers | 278 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,889,360 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,322,691 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,521,606 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,723,101 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,825 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,146 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$62,112 | PYOtherRevenueAmt |
| CY Other Revenue | -$150,807 | CYOtherRevenueAmt |
| PY Total Revenue | $13,350,679 | PYTotalRevenueAmt |
| CY Total Revenue | $13,903,131 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,091,621 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,287,047 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $72,223 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,050,836 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,035,164 | PYOtherExpensesAmt |
| CY Other Expenses | $5,208,675 | CYOtherExpensesAmt |
| PY Total Expenses | $13,126,785 | PYTotalExpensesAmt |
| CY Total Expenses | $13,567,945 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $223,894 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $335,186 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,356,288 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,465,575 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,855,011 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,629,112 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$498,723 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$163,537 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,090,222 | ExpenseAmt |
| Revenue | $6,743,209 | RevenueAmt |
| Desc | THE SYMPHONY PERFORMS MUSIC PROVIDING A DIVERSE REPERTOIRE TO AUDIENCES STATEWIDE. THE PHOENIX 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $660,094 | ExpenseAmt |
| Desc | ANNUALLY, THROUGH EDUCATION AND COMMUNITY OUTREACH PROGRAMS, THE ASSOCIATION SERVES OVER 120,000 PEOPLE REFLECTIVE OF ARIZONA'S ETHNIC AND ECONOMIC DIVERSITY. WITH A STANDING POINT OF SYMPHONY HALL FIELD TRIP AND STAND-ALONE SCHOOL DAY CONCERTS, THE ASSOCIATION ALSO OFFERS A MUSIC RESIDENCY WITH THE SALT RIVER-MARICOPA INDIAN COMMUNITY, AND MIND OVER MUSIC, IN WHICH TEACHERS AND MUSICIANS COLLABORATE TO CREATE LESSONS UTILIZING MUSIC AS A MEANS TEACH STEM. THE ASSOCIATION'S B-SHARP MUSIC WELLNESS, A W.O.N.D.E.R. PROJECT, PROVIDES INTERACTIVE PERFORMANCES PRESENTED BY SYMPHONY MUSICIANS IN PARTNERSHIPS WITH HOSPITALS, HEALTHCARE ORGANIZATIONS AND COMMUNITY SHELTERS ACROSS THE VALLEY TO PROVIDE INTERACTIVE CONCERTS TO THOSE SEEKING RESPITE FROM THE STREETS. THE ASSOCIATION'S B-SHARP MUSIC WELLNESS ALSO INCLUDED AN ALZHEIMER RESEARCH INITIATIVE WHICH EVALUATES THE IMPACT OF LIVE MUSIC ON ALZHEIMER'S PATIENTS AND CAREGIVERS STRESS LEVELS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,750,316 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 115 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 256 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6024951117 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE N FIRST STREET NO 200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LESLIE ANDEREGG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR BERNARD BENDOK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD BRANDT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP COWEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK DIX | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID DODGE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLE DOWNS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MAX FOSE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM GOODMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AIDAN MCSHEFFREY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIOT MINSKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| RACHAEL MONTOYA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN MORIARTY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TITO MUNOZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE R NICKLOY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DORIS ONG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK PAKIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL PENZONE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE PRUSAK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF RICH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LECIA SCAGLIONE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SELDEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MORRIS STEIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH VECCHIONE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN GRAHAM | ||||||||
| CHAIR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CA HOWLETT | ||||||||
| CHAIR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANA SMITH | ||||||||
| DIRECTOR (THRU 5/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDY FULLER | ||||||||
| DIRECTOR (THRU 1/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN SINCLAIR | ||||||||
| DIRECTOR (THRU 11/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASPER HAHN | ||||||||
| DIRECTOR (THRU 9/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS WALTON | ||||||||
| DIRECTOR (THRU 9/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID BORNEMANN | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MOLLY DEFILIPPIS | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LON BABBY | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BRUCE COVILL | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARK YOUNG | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) | |
| DR OLIVER J HARPER | ||||||||
| BOARD CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES WARD | ||||||||
| CEO (THRU 1/20) | 40.00 | $347,128 | $0 | $84,321 | 1.00 | Yes (X) | ||
| GARY EGAN | ||||||||
| CFO | 40.00 | $86,256 | $0 | $19,000 | 1.00 | Yes (X) | ||
| RONALD FREDMAN | ||||||||
| CDO (THRU 8/18) | 40.00 | $94,587 | $0 | $14,433 | Yes (X) | |||
| TAMMY ROCKER | ||||||||
| CDO | 40.00 | $103,997 | $0 | $31,223 | Yes (X) | |||
| TODD VIGIL | ||||||||
| CMO | 40.00 | $37,462 | $0 | $21,312 | Yes (X) | |||
| JEFF HUNSINGER | ||||||||
| GENERAL MANAGER | 40.00 | $105,506 | $0 | $30,332 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $774,936 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $200,621 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAPACITY INTERACTIVE CONSULTANTS | |||||
| 1239 BROADWAY STE 1103 | NEW YORK | NY | 10001 | MARKETING CONULTANT AND ADVERTISING | $861,192 |
| CLEARWING PRODUCTIONS LLC | |||||
| 3011 E BROADWAY RD STE 100 | PHOENIX | AZ | 85040 | EQUIPMENT AND TECHS FOR CONCERTS | $297,437 |
| OPUS 3 ARTIST | |||||
| 470 PARKE AVE S 9TH FLOOR | NEW YORK | NY | 10016 | GUEST ARTISTS AND CONDUCTOR | $270,750 |
| WILLIAM MORRIS ENDEAVOR ENTERTAINMENT | |||||
| 9601 WILSHIRE BLVD | BEVERLY HILLS | CA | 90210 | LICENSING/FLIM FOR CONCERTS | $200,613 |
| UTP PRODUCTIONS INC | |||||
| PO BOX 3778 | SALT LAKE CITY | UT | 84110 | STAGEHANDS | $137,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $510,598 | FundraisingAmt |
| Related Organizations | $36,959 | RelatedOrganizationsAmt |
| Government Grants | $368,878 | GovernmentGrantsAmt |
| All Other Contributions | $6,406,256 | AllOtherContributionsAmt |
| Noncash Contributions | $120,129 | NoncashContributionsAmt |
| Total Contributions | $7,322,691 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711190 | $5,527,761 | $5,527,761 |
| FEE ENGAGEMENTS | 711190 | $720,960 | $720,960 |
| HANDLING FEES | 711190 | $474,380 | $474,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,723,101 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,146 | TotalRevenueColumnAmt |
| Exclusion | $8,146 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $143,951 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $510,598 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $314,866 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$170,915 | TotalRevenueColumnAmt |
| Exclusion | -$170,915 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 711190 | BusinessCd |
| Total Revenue Column | $20,108 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,108 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,108 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,903,131 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,743,209 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$162,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,831 | TotalAmt |
| Program Services | $80,083 | ProgramServicesAmt |
| Management And General | $400,416 | ManagementAndGeneralAmt |
| Fundraising | $320,332 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,737,022 | TotalAmt |
| Program Services | $5,045,232 | ProgramServicesAmt |
| Management And General | $474,216 | ManagementAndGeneralAmt |
| Fundraising | $217,574 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,185 | TotalAmt |
| Program Services | $144,278 | ProgramServicesAmt |
| Management And General | $20,907 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970,441 | TotalAmt |
| Program Services | $809,223 | ProgramServicesAmt |
| Management And General | $127,658 | ManagementAndGeneralAmt |
| Fundraising | $33,560 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $613,568 | TotalAmt |
| Program Services | $502,847 | ProgramServicesAmt |
| Management And General | $67,873 | ManagementAndGeneralAmt |
| Fundraising | $42,848 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,250 | TotalAmt |
| Management And General | $2,250 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,674 | TotalAmt |
| Management And General | $31,674 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,223 | TotalAmt |
| Fundraising | $72,223 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,849,922 | TotalAmt |
| Program Services | $1,641,298 | ProgramServicesAmt |
| Management And General | $205,504 | ManagementAndGeneralAmt |
| Fundraising | $3,120 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $911,799 | TotalAmt |
| Program Services | $927 | ProgramServicesAmt |
| Management And General | $909,666 | ManagementAndGeneralAmt |
| Fundraising | $1,206 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,559 | TotalAmt |
| Program Services | $13,463 | ProgramServicesAmt |
| Management And General | $59,491 | ManagementAndGeneralAmt |
| Fundraising | $5,605 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,003 | TotalAmt |
| Management And General | $4,003 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,019 | TotalAmt |
| Program Services | $1,078 | ProgramServicesAmt |
| Management And General | $174,926 | ManagementAndGeneralAmt |
| Fundraising | $15 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,881 | TotalAmt |
| Program Services | $50,806 | ProgramServicesAmt |
| Management And General | $5,130 | ManagementAndGeneralAmt |
| Fundraising | $42,945 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,214 | TotalAmt |
| Management And General | $29,214 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,965 | TotalAmt |
| Management And General | $82,965 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,853 | TotalAmt |
| Program Services | $11,078 | ProgramServicesAmt |
| Management And General | $41,775 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION COSTS | $518,625 | $518,625 | ||
| HALL RENTAL | $324,253 | $324,253 | ||
| EQUIPMENT RENTAL | $294,823 | $294,823 | ||
| BANK/CREDIT CARD FEES | $187,603 | $158,638 | $10,709 | $18,256 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,232 | TotalAmt |
| Program Services | $153,664 | ProgramServicesAmt |
| Management And General | $118,416 | ManagementAndGeneralAmt |
| Fundraising | $293,152 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,567,945 | TotalAmt |
| Program Services | $9,750,316 | ProgramServicesAmt |
| Management And General | $2,766,793 | ManagementAndGeneralAmt |
| Fundraising | $1,050,836 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,052 | BOYAmt |
| EOY | $68,155 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,311,738 | BOYAmt |
| EOY | $1,003,026 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,275,087 | BOYAmt |
| EOY | $1,615,443 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,887 | BOYAmt |
| EOY | $43,225 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,190 | BOYAmt |
| EOY | $18,562 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,637 | BOYAmt |
| EOY | $312,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,434,144 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,179,279 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,339 | BOYAmt |
| EOY | $254,865 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,312 | BOYAmt |
| EOY | $128,431 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,046 | BOYAmt |
| EOY | $21,053 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,356,288 | BOYAmt |
| EOY | $3,465,575 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,761 | BOYAmt |
| EOY | $850,128 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,605,451 | BOYAmt |
| EOY | $1,489,002 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,764 | BOYAmt |
| EOY | $810,176 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,035 | BOYAmt |
| EOY | $479,806 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,855,011 | BOYAmt |
| EOY | $3,629,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,478,026 | BOYAmt |
| EOY | -$1,778,980 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $979,303 | BOYAmt |
| EOY | $1,615,443 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$498,723 | BOYAmt |
| EOY | -$163,537 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,356,288 | BOYAmt |
| EOY | $3,465,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $335,186 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,907,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,882,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,362,833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,527,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,322,691 | CurrentTaxYearAmt |
| Total | $30,002,950 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $218,774 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $218,774 | CurrentTaxYearAmt |
| Total | $437,548 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,907,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,882,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,362,833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,746,502 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,541,465 | CurrentTaxYearAmt |
| Total | $30,440,498 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,698,860 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,741,638 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $918 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,146 | CurrentTaxYearAmt |
| Total | $12,569 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,192 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,487 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,108 | CurrentTaxYearAmt |
| Total | $99,951 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,553,018 | TotalSupportAmt |
| Public Support CY170 | 0.80980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,836 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,836 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $659,054 | OtherCostOrOtherBasisAmt |
| Depreciation | $555,856 | DepreciationAmt |
| Book Value | $103,198 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $769,254 | OtherCostOrOtherBasisAmt |
| Depreciation | $617,587 | DepreciationAmt |
| Book Value | $151,667 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $254,865 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $191,375 |
| DEFFERED COMPENSATION LIABILITY | $128,431 |
| DUE TO AFFILIATE | $160,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $479,806 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| LOUANN GAIL PHILLIPS | ||||||||
| 2201 W MULBERRY DRIVE | PHOENIX | AZ | 85015 | EVENT PLANNING | 0 | $0 | $38,418 | -$38,418 |
| MICHAEL KAPLAN | ||||||||
| 2517 BOULEVARD DEL CAMPO | SAN LUIS OBISPO | CA | 93401 | GRANT WRITING | 0 | $0 | $31,230 | -$31,230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $69,648 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$69,648 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NYE GALA | Event1Nm |
| Gross Receipts Event1 | $404,972 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $326,432 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $78,540 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $186,153 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $75,329 | OtherDirectExpensesEvent1Amt |
| Event2 | SAVOR THE SYMPHONY | Event2Nm |
| Gross Receipts Event2 | $193,777 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $158,777 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $35,000 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $34,555 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,459 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $55,800 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $25,389 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $30,411 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $17,145 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $225 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $654,549 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $510,598 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $143,951 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $237,853 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $77,013 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $314,866 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$170,915 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES WARD | PersonNm |
| Title | CEO (THRU 1/20) | TitleTxt |
| Base Compensation Filing Org | $297,128 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $50,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $26,750 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $57,571 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $431,449 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | SOCIAL CLUB MEMBERSHIP BENEFITS THE ORGANIZATION BY ENHANCING ITS NETWORKING WITHIN THE COMMUNITY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | PRINTING | 1 | $53,184 |
| Yes (X) | CATERING, FOOD, BEVERAGES, ETC | 5 | $37,444 |
| Yes (X) | AIRLINE MILES | 1 | $29,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, LINE 12 | THE ORGANIZATION WAS IN THE PROCESS OF HAVING AN AUDIT PERFORMED FOR THE YEAR ENDED 6/30/19 AT THE TIME THE FORM 990 WAS FILED. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS CONSIST OF THOSE PERSONS AND ENTITIES WHO, DURING THE PREVIOUS TWELVE MONTHS, CONTRIBUTED TO THE ASSOCIATION, FOR CURRENT EXPENDITURE, A SUM OF NO LESS THAN $100.00. 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 TREASURER REVIEWS THE 990 BEFORE THE 990 IS FILED. |
| 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 AND IS REQUIRED TO SIGN A STATEMENT WHETHER HE/SHE HAS A CONFLICT OF INTEREST. IF A TRANSACTION OR ARRANGEMENT INVOLVING ANY 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 19 | THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS, AND PUBLIC COPIES OF THE 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | GUEST ARTISTS AND CONDUCTOR FEES: PROGRAM SERVICE EXPENSES 1,519,804. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,519,804. PROFESSIONAL/CONSULTING FEES: PROGRAM SERVICE EXPENSES 121,494. MANAGEMENT AND GENERAL EXPENSES 205,504. FUNDRAISING EXPENSES 3,120. TOTAL EXPENSES 330,118. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX SYMPHONY SUPPORT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N 1ST ST STE 200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262741009 | EIN |
| Primary Activities | SUPPORT TO PHOENIX SYMPHONY | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(C) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX SYMPHONY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |