2019-05-14T18:32:22-05:00 2018-06-30 364538293 LUDWIG KLEWER & RUDNER PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2017-07-01 860107538 TUCSON SYMPHONY SOCIETY TUCS 5207929155 2175 N SIXTH AVENUE TUCSON AZ 85705 AUTUMN VAN DEN BERG CHAIR 5207929155 2019-05-02 JULIE S KLEWER CPA P00343046 5205450500 2019-05-02 68.15.191.28 2019-05-02 10:51:46 P 73236B502196F1296021C2FC4C758259143CFB95 73236B502196F1296021C2FC4C758259143CFB95 2017 2019-02-21 02:37:17Z AUTUMN VAN DEN BERG 2175 N SIXTH AVENUE TUCSON AZ 85705 7110775 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 25 25 235 194 310 3138201 1646196 2190797 2563104 171977 471249 35072 101095 5536047 4781644 0 0 2774793 2923302 10266 453646 2078084 2267892 4852877 5201460 683170 -419816 7042716 6321416 1864313 1704788 5178403 4616628 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 3595604 2313977 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 - 200,000 SOUTHERN ARIZONA RESIDENTS EXPERIENCED THE MAGIC OF MUSIC IN THE 2017-18 SEASON - 4,700 RESIDENTS IN RURAL ARIZONA COMMUNITIES ACCESSED AFFORDABLE LIVE MUSIC AND QUALITY MUSIC EDUCATION - 8,000 PATRONS LEARNED ABOUT THE PROGRAM THEY WERE ABOUT TO HEAR THROUGH PRE-CONCERT LECTURES, CONCERT COMMENTS 241511 97419 EDUCATION - THE TSO PROVIDES THE MOST IN-DEPTH MUSIC EDUCATION PROGRAMS IN ALL OF ARIZONA. THE TSO'S NATIONALLY-RECOGNIZED EDUCATION PROGRAMS ARE PRESENT IN APPROXIMATELY 73 SCHOOLS FROM SOUTHERN PINAL COUNTY TO THE ARIZONA-MEXICO BORDER EVERY YEAR. THESE PROGRAMS INCLUDE A SERIES OF FREE PERFORMANCES FOR FAMILIES ENTITLES JUST FOR KIDS, MUSIC IN THE SCHOOLS, AND THE YOUNG COMPOSERS PROJECT CLASSES AND READING SESSIONS. THE YOUNG COMPOSERS PROJECT HAS RECEIVED NATIONAL ENDOWMENT FOR THE ARTS FUNDING FOR THE PAST DECADE. - TEAMTIX: 1,081 STUDENTS RECEIVED FREE TICKETS TO TSO PERFORMANCES THROUGH A GRANT FUNDED BY THE MARSHALL FOUNDATION. - YOUNG COMPOSERS - 33 ORIGINAL COMPOSITIONS LAST YEAR PERFORMED AT THE 25TH ANNIVERSARY YOUNG COMPOSERS FESTIVAL. WE PREMIERED THE FIRST PIECE IN A CLASSIC SERIES BY A GRADUATE OF THE YOUNG COMPOSERS PROJECT, ANTHONY CONSTANTINO. IN 18-19, WE WILL FEATURE TWO YCP ALUMS: A COMMISSION FROM SARAH POLK OLIVO IN THE MASTERWORKS SERIES, AND NICHOLAS MARISCAL AS A SOLOIST. TSO HAS ALREADY COMMISSIONED A WORK FOR ORCHESTRA AND CHORUS FOR THE 19-20 SEASON BY YCP ALUM ROBERT LOPEZ-HANSHAW. - YOUNG PEOPLE'S CONCERTS - 9,143 STUDENTS AND TEACHERS REGISTERED - KINDERKONZERTS - 3,702 STUDENTS AND TEACHERS REGISTERED 167050 151708 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 ONE HUNDRED 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. 9915 9915 4004165 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 true false false false false false false false false false false false false true false false false false true false false false true 74 0 true 235 true false false false false true true true true false false false false false false X 25 25 false false false false false false false true true false true true true true true true true true true false false AZ X X NATASHA ZAHN 5208828585 2175 N 6TH AVENUE TUCSON AZ 85705 KAREN BAHNICK TRUSTEE 5.00 X 0 0 0 CARL BOWSER SECRETARY 7.50 X X 0 0 0 MICHAEL BYLSMA TRUSTEE 5.00 X 0 0 0 DAVID CARNEY TRUSTEE 5.00 X 0 0 0 JEFF CHRISTENSEN TRUSTEE 5.00 X 0 0 0 DEANNA EVENCHIK-BRAV TRUSTEE 5.00 X 0 0 0 CECILE FOLLANSBEE CHAIR 10.00 X X 0 0 0 MARY JO GHORY TRUSTEE 5.00 X 0 0 0 BRINA GRUSIN TRUSTEE 5.00 X 0 0 0 IAN JONES TRUSTEE 5.00 X 0 0 0 JAMES LINDHEIM TRUSTEE 5.00 X 0 0 0 BRAD MILLER TRUSTEE 5.00 X 0 0 0 MATT MILNER TRUSTEE 5.00 X 0 0 0 SUE OSTERMEYER TRUSTEE 5.00 X 0 0 0 JOHN PALMER TRUSTEE 5.00 X 0 0 0 CLAUDETTE PIPPIN TREASURER 7.50 X X 0 0 0 GRETCHEN PRICE 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 ANGIE SMITH TRUSTEE 5.00 X 0 0 0 PETER SMITH TRUSTEE 5.00 X 0 0 0 NATALIA SOTO-MORALES TRUSTEE 5.00 X 0 0 0 PAUL TEES TRUSTEE 5.00 X 0 0 0 AUTUMN VAN DEN BERG VICE CHAIR 7.50 X X 0 0 0 JACK WAHL TRUSTEE 5.00 X 0 0 0 TOM MCKINNEY PRESIDENT AN 40.00 X 103945 0 4248 DON SNIDER CFO 40.00 X 75737 0 3174 179682 7422 1 false false false TUCSON CONVENTION CENTER 260 S CHURCH AVE TUCSON AZ 85701 MUSIC HALL RENT 235034 1 9950 82500 1553746 47000 1646196 TICKET SALES 711130 2313977 2313977 EDUC AND COMMUNITY ENGAGEMENT 711130 249127 249127 2563104 148343 148343 2638390 2313715 1769 324675 -1769 322906 322906 9800 9950 9800 83030 13647 69383 69383 SYMPHONY STORE 453220 11687 11687 MISCELLANEOUS 900099 9915 9915 PARKING TCC 812930 310 310 21912 4781644 2573019 310 552319 203421 83403 91540 28478 2365357 1959794 246257 159306 9337 8501 836 174134 157337 8866 7931 171053 135352 21783 13918 2807 2807 31505 31505 10266 10266 12220 12220 23459 10557 9618 3284 227235 225285 1950 157429 113955 25741 17733 61685 37772 20672 3241 235168 171582 57259 6327 3900 1470 1718 712 1171 11 1160 28332 28332 115951 46611 69340 13053 13053 OUTSIDE ARTISTIC PRDCT 684119 678055 6064 OTHER OPERATING EXPENSES 448650 209799 76906 161945 SOUND AND LIGHTING 80214 80214 MUSIC RENTAL LICENSING 67625 67625 73369 16842 16858 39669 5201460 4004165 743649 453646 348333 379577 791341 43461 709848 464136 124493 40103 55343 58576 108029 205318 2696221 1932720 783661 763501 3945225 4191047 176443 175697 7042716 6321416 145389 181501 1166485 1102488 552439 420799 1864313 1704788 X 405471 -210969 739620 761984 4033312 4065613 5178403 4616628 7042716 6321416 -419816 -132938 -9021 X false true X true false X 2173264 1995044 2088388 3138201 1646196 11041093 2173264 1995044 2088388 3138201 1646196 11041093 2308921 8732172 98771 89634 97839 63935 148343 498522 44765 32122 15312 5224 31862 129285 11668900 12321068 0.74830 0.75150 X PART II, LINE 10 OTHER INCOME 50,861 INVENTORY REVENUE 42,644 SPECIAL EVENT GROSS RECEIPTS 35,780 4268467 53047 327114 200000 4448628 4370931 122731 438805 664000 4268467 4420491 265000 -68989 245571 4370931 4266301 400000 27190 273000 4420491 4202398 511260 447357 4266301 0.91390 0.08610 false false 13300 13300 1396576 923414 473162 754033 658806 95227 532312 350500 181812 763501 X 4635740 -132938 -746 -133684 4769424 12220 12220 4781644 5197515 8275 8275 5189240 12220 12220 5201460 SCHEDULE D, PAGE 2, PART V, LINE 4 THE SOCIETY'S ENDOWMENTS CONSIST OF ELEVEN 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 ORGANIZATION'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, 2018, MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN BENEFICIAL INTEREST: REMAINDER TRUST -746 SCHEDULE D, PAGE 4, PART XII, LINE 2D BAD DEBT EXPENSE 8,275 PARTIES OF NOTE 19750 9950 9800 19750 9950 9800 9800 false false 83030 13647 true 0.50000 83030 13647 13647 69383 AZ false THE STATE OF ARIZONA DOES NOT REQUIRE A LICENSE FOR CHARITABLE false true false 0.05000 0.95000 NATASHA ZAHN 2175 N 6TH AVENUE TUCSON AZ 85705 false false X PIANO 1 47000 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 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 25TH ANNIVERSARY YOUNG COMPOSERS FESTIVAL. WE PREMIERED THE FIRST PIECE IN A CLASSIC SERIES BY A GRADUATE OF THE YOUNG COMPOSERS PROJECT, ANTHONY CONSTANTINO. IN 18-19, WE WILL FEATURE TWO YCP ALUMS: A COMMISSION FROM SARAH POLK OLIVO IN THE MASTERWORKS SERIES, AND NICHOLAS MARISCAL AS A SOLOIST. TSO HAS ALREADY COMMISSIONED A WORK FOR ORCHESTRA AND CHORUS FOR THE 19-20 SEASON BY YCP ALUM ROBERT LOPEZ-HANSHAW. - YOUNG PEOPLE'S CONCERTS - 9,143 STUDENTS AND TEACHERS REGISTERED - KINDERKONZERTS - 3,702 STUDENTS AND TEACHERS REGISTERED FORM 990, PAGE 6, PART VI, LINE 11B THE CEO AND CFO REVIEW THE ENTIRE DRAFT 990 AND ALL SUPPLEMENTAL SCHEDULES AND ALSO PROVIDE COPIES OF ALL DRAFTS TO THE 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 CURRENTLY THE COMMITTEE ON TRUSTEESHIP. 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 -746 BAD DEBT EXPENSE -8,275 TOTAL -9,021 CHARITABLE REMAINDER TRUST INVESTMENT AZ N/A TRUST -746 174097 1.00000 false false false false false false false false false false false false false false false false false false false false