2020-07-15T16:56:37-05:00 2019-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2018-07-01 866000134 PHOENIX SYMPHONY ASSOCIATION PHOE 6024951117 ONE N FIRST STREET NO 200 PHOENIX AZ 85004 SUZANNE WILSON CEO 6024951117 2020-07-15 1 COLETTE KAMPS CPA P00367616 4808394900 2020-07-14 72.44.192.92 2020-07-15 13:36:30 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-09-23 17:36:50Z SUZANNE WILSON ONE N FIRST STREET NO 200 PHOENIX AZ 85004 14217997 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. 32 32 256 278 0 0 6889360 7322691 6521606 6723101 1825 8146 -62112 -150807 13350679 13903131 0 0 0 0 8091621 8287047 0 72223 1050836 5035164 5208675 13126785 13567945 223894 335186 3356288 3465575 3855011 3629112 -498723 -163537 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 9090222 6743209 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. 660094 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. 9750316 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 115 0 256 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 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 STREET NO 200 PHOENIX AZ 85004 LESLIE ANDEREGG DIRECTOR 1.00 X 0 0 0 DR BERNARD BENDOK DIRECTOR 1.00 X 0 0 0 DONALD BRANDT 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 CAROLE DOWNS 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 AIDAN MCSHEFFREY DIRECTOR 1.00 X 0 0 0 ELIOT MINSKER DIRECTOR 1.00 1.00 X 0 0 0 RACHAEL MONTOYA DIRECTOR 1.00 X 0 0 0 KEVIN MORIARTY DIRECTOR 1.00 X 0 0 0 TITO MUNOZ DIRECTOR 1.00 X 0 0 0 LEE R NICKLOY DIRECTOR 1.00 X 0 0 0 DORIS ONG DIRECTOR 1.00 X 0 0 0 FREDERICK PAKIS 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 JEFF RICH 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 MORRIS STEIN DIRECTOR 1.00 X 0 0 0 KENNETH VECCHIONE DIRECTOR 1.00 X 0 0 0 JOHN GRAHAM CHAIR EMERITUS 1.00 X 0 0 0 CA HOWLETT CHAIR EMERITUS 1.00 X 0 0 0 DIANA SMITH DIRECTOR (THRU 5/19) 1.00 X 0 0 0 WENDY FULLER DIRECTOR (THRU 1/19) 1.00 X 0 0 0 KAREN SINCLAIR DIRECTOR (THRU 11/18) 1.00 X 0 0 0 JASPER HAHN DIRECTOR (THRU 9/18) 1.00 X 0 0 0 CHRIS WALTON DIRECTOR (THRU 9/18) 1.00 X 0 0 0 DAVID BORNEMANN VICE CHAIR 2.00 X X 0 0 0 MOLLY DEFILIPPIS VICE CHAIR 2.00 X X 0 0 0 LON BABBY VICE CHAIR 2.00 X X 0 0 0 BRUCE COVILL SECRETARY 2.00 X X 0 0 0 MARK YOUNG TREASURER 1.00 1.00 X X 0 0 0 DR OLIVER J HARPER BOARD CHAIRMAN 2.00 X X 0 0 0 JAMES WARD CEO (THRU 1/20) 40.00 1.00 X 347128 0 84321 GARY EGAN CFO 40.00 1.00 X 86256 0 19000 RONALD FREDMAN CDO (THRU 8/18) 40.00 X 94587 0 14433 TAMMY ROCKER CDO 40.00 X 103997 0 31223 TODD VIGIL CMO 40.00 X 37462 0 21312 JEFF HUNSINGER GENERAL MANAGER 40.00 X 105506 0 30332 774936 0 200621 3 0 1 0 CAPACITY INTERACTIVE CONSULTANTS 1239 BROADWAY STE 1103 NEW YORK NY 10001 MARKETING CONULTANT AND ADVERTISING 861192 CLEARWING PRODUCTIONS LLC 3011 E BROADWAY RD STE 100 PHOENIX AZ 85040 EQUIPMENT AND TECHS FOR CONCERTS 297437 OPUS 3 ARTIST 470 PARKE AVE S 9TH FLOOR NEW YORK NY 10016 GUEST ARTISTS AND CONDUCTOR 270750 WILLIAM MORRIS ENDEAVOR ENTERTAINMENT 9601 WILSHIRE BLVD BEVERLY HILLS CA 90210 LICENSING/FLIM FOR CONCERTS 200613 UTP PRODUCTIONS INC PO BOX 3778 SALT LAKE CITY UT 84110 STAGEHANDS 137096 7 510598 36959 368878 6406256 120129 7322691 TICKET SALES 711190 5527761 5527761 FEE ENGAGEMENTS 711190 720960 720960 HANDLING FEES 711190 474380 474380 6723101 8146 8146 143951 510598 314866 -170915 -170915 MISCELLANEOUS REVENUE 711190 20108 20108 20108 13903131 6743209 0 -162769 X 800831 80083 400416 320332 5737022 5045232 474216 217574 165185 144278 20907 970441 809223 127658 33560 613568 502847 67873 42848 2250 2250 31674 31674 72223 72223 1849922 1641298 205504 3120 911799 927 909666 1206 78559 13463 59491 5605 4003 4003 176019 1078 174926 15 98881 50806 5130 42945 29214 29214 82965 82965 52853 11078 41775 PRODUCTION COSTS 518625 518625 HALL RENTAL 324253 324253 EQUIPMENT RENTAL 294823 294823 BANK/CREDIT CARD FEES 187603 158638 10709 18256 565232 153664 118416 293152 13567945 9750316 2766793 1050836 75052 68155 1311738 1003026 1275087 1615443 54887 43225 19190 18562 183637 312815 1434144 1179279 312339 254865 102312 128431 22046 21053 3356288 3465575 944761 850128 1605451 1489002 425000 0 513764 810176 366035 479806 3855011 3629112 X -1478026 -1778980 979303 1615443 -498723 -163537 3356288 3465575 335186 0 X 0 0 0 X 4907563 4882135 6362833 6527728 7322691 30002950 218774 218774 437548 4907563 4882135 6362833 6746502 7541465 30440498 5698860 24741638 1008 672 918 1825 8146 12569 27325 36192 839 15487 20108 99951 30553018 0.80980 0.90230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5836 5836 0 659054 555856 103198 769254 617587 151667 254865 DEFERRED RENT 191375 DEFFERED COMPENSATION LIABILITY 128431 DUE TO AFFILIATE 160000 479806 X X X X X X X 0 LOUANN GAIL PHILLIPS 2201 W MULBERRY DRIVE PHOENIX AZ 85015 EVENT PLANNING 0 0 38418 -38418 MICHAEL KAPLAN 2517 BOULEVARD DEL CAMPO SAN LUIS OBISPO CA 93401 GRANT WRITING 0 0 31230 -31230 69648 -69648 AZ NYE GALA 404972 326432 78540 186153 75329 SAVOR THE SYMPHONY 193777 158777 35000 34555 1459 6 55800 25389 30411 17145 225 654549 510598 143951 237853 77013 314866 -170915 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JAMES WARD CEO (THRU 1/20) 297128 0 50000 0 0 0 26750 0 57571 0 431449 0 0 0 PART I, LINE 1A SOCIAL CLUB MEMBERSHIP BENEFITS THE ORGANIZATION BY ENHANCING ITS NETWORKING WITHIN THE COMMUNITY. X PRINTING 1 53184 X CATERING, FOOD, BEVERAGES, ETC 5 37444 X AIRLINE MILES 1 29500 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS 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. PHOENIX SYMPHONY SUPPORT FOUNDATION 1 N 1ST ST STE 200 PHOENIX AZ 85004 262741009 SUPPORT TO PHOENIX SYMPHONY AZ 501(C) 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