2019-05-15T19:51:53-05:00 2018-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2017-07-01 866000134 PHOENIX SYMPHONY ASSOCIATION PHOE 6024951117 ONE N FIRST STREET NO 200 PHOENIX AZ 85004 JAMES WARD CEO 6024951117 2019-05-14 1 COLETTE KAMPS CPA P00367616 4808394900 2019-05-13 207.224.185.194 2019-05-14 11:28:23 MS P 8356BE25D7BFA692A9EEB8A391BF3C85E3E6DD6C 6E69DB8DEFFDA6187AC928520261B6FFFE4A4332 2017 2019-02-21 02:37:17Z JAMES WARD ONE N FIRST STREET NO 200 PHOENIX AZ 85004 13520658 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. 33 33 250 269 0 0 6362833 6889360 6687003 6521606 918 1825 -196481 -62112 12854273 13350679 0 0 0 0 7303588 8091621 0 0 1440414 4648228 5035164 11951816 13126785 902457 223894 3896601 3356288 4529348 3855011 -632747 -498723 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 8726521 6537093 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. 472159 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. 9198680 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 125 0 250 1 0 0 0 0 0 1 1 0 0 0 0 X 33 33 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X THE ORGANIZATION 6024951117 ONE N FIRST STREET NO 200 PHOENIX AZ 85004 DAVID BARNETT DIRECTOR 1.00 X 0 0 0 DR BENDOK BERNARD DIRECTOR 1.00 X 0 0 0 DONALD BRANDT DIRECTOR 1.00 X 0 0 0 CHRISTOPHER CASSIDY DIRECTOR 1.00 X 0 0 0 BRUCE COVILL 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 WENDY FULLER DIRECTOR 1.00 X 0 0 0 ADAM GOODMAN DIRECTOR 1.00 X 0 0 0 JOHN GRAHAM DIRECTOR 1.00 X 0 0 0 JESPER HAHN DIRECTOR 1.00 X 0 0 0 TITO MUNOZ DIRECTOR 1.00 X 0 0 0 LEE NICKLOY DIRECTOR 1.00 X 0 0 0 DORIS ONG DIRECTOR 1.00 X 0 0 0 FRED PAKIS DIRECTOR 1.00 X 0 0 0 PAUL PENZONE 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 KAREN SINCLAIR DIRECTOR 1.00 X 0 0 0 DIANA SMITH DIRECTOR 1.00 X 0 0 0 KENNETH VECCHIONE DIRECTOR 1.00 X 0 0 0 JOHN VRYHOF DIRECTOR 1.00 1.00 X 0 0 0 CHRIS WALTON DIRECTOR 1.00 X 0 0 0 MOLLY DEFILIPPIS VICE CHAIR 2.00 X X 0 0 0 DAVID BORNEMANN VICE CHAIR 2.00 X X 0 0 0 LON BABBY VICE CHAIR 2.00 X X 0 0 0 KATIE COBB SECRETARY 2.00 X X 0 0 0 AIDAN MCSHEFFREY AUDIT COMMITTE CHAIR 2.00 X X 0 0 0 ELIOT MINSKER CHAIR 2.00 1.00 X X 0 0 0 MARK YOUNG TREASURER 1.00 1.00 X X 0 0 0 OLIVER HARPER BOARD CHAIRMAN 2.00 X X 0 0 0 JAMES WARD CEO 40.00 X 313452 0 62623 ALISON JOHNSTON COO 40.00 X 94680 0 9376 TODD VIGIL CMO 40.00 X 96814 0 11355 RONALD FREDMAN CDO 40.00 X 47033 0 2486 551979 0 85840 1 0 1 0 CAPACITY INTERACTIVE CONSULTING 1239 BROADWAY SUITE 1103 NEW YORK NY 10001 MARKETING DIGITAL ADS 430944 OPUS 3 ARTISTS 5670 WILSHIRE BLVD SUITE 1790 LOS ANGELES CA 90036 GUEST ARTISTS 265750 CLEARWING PRODUCTIONS LLC 5640 S 40TH STR 1 PHOENIX AZ 85040 SOUND PRODUCTION 230772 UTP PRODUCTIONS INC 35 BROADWAY STE 202 SALT LAKE CITY UT 84101 STAGEHAND LABOR 147421 4 361632 141848 175466 6210414 213348 6889360 TICKETS SALES 711190 5558404 5558404 FEE ENGAGEMENTS 711190 529112 529112 HANDLING FEES 711190 434090 434090 6521606 1825 1825 92380 361632 169979 -77599 -77599 MISCELLANEOUS REVENUE 711190 15487 15487 15487 13350679 6537093 0 -75774 X 626351 35661 328179 262511 5743722 4800224 587345 356153 158642 138322 19350 970 983382 829493 96584 57305 579524 466908 64942 47674 35750 35750 1462697 1307225 27151 128321 847366 843381 3985 89663 22956 59598 7109 7841 7841 197336 80490 79475 37371 118353 97917 18377 2059 70739 70739 80321 30522 49799 62643 7017 55626 PRODUCTION COSTS 516279 516279 HALL RENTAL 356813 356813 EQUIPMENT RENTAL 236183 236183 MISCELLANEOUS EXPENSE 230129 62090 117885 50154 723051 210580 25669 486802 13126785 9198680 2487691 1440414 286237 75052 1306540 1311738 1531032 1275087 70951 54887 19712 19190 233286 183637 1408654 1096315 360948 312339 102312 87895 22046 3896601 3356288 1290111 944761 1873692 1605451 425000 1205545 513764 160000 366035 4529348 3855011 X -3868651 -1478026 1531032 979303 1704872 0 -632747 -498723 3896601 3356288 X 223894 -89870 0 X 0 1 X 1 0 X 7247209 4907563 4882135 6362833 6527728 29927468 218774 218774 7247209 4907563 4882135 6362833 6746502 30146242 2847216 27299026 255 1008 672 918 1825 4678 24060 27325 36192 839 15487 103903 30254823 0.90230 0.93530 X 5836 5771 65 653754 504757 148997 749064 585787 163277 312339 DEFERRED RENT 111915 DEFERRED COMPENSATION LIABILITY 102312 DUE TO AFFILIATE 151808 366035 X PART X, LINE 2: THE ORGANIZATION RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT JUNE 30, 2018, THE SYMPHONY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X X X X X 0 MICHAEL KAPLAN 2517 BOULEVARD DEL CAMPO SAN LUIS OBISPO CA 93401 GRANT WRITING 0 915714 17440 898274 GOOD WORKS PHILANTHROPY 328 BRAEBURN DR PHOENIX AZ 85022 GRANT WRITING 0 457857 23760 434097 LOUANN GAIL PHILIPS 2201 W MULBERRY DRIVE PHOENIX AZ 85015 EVENT PLANNING 0 0 58430 -58430 1373571 99630 1273941 AZ NEW YEARS EVE GALA 193286 145135 48151 136119 SAVOR THE SYMPHONY 193126 182251 10875 30853 1 67600 34246 33354 3007 454012 361632 92380 169979 169979 -77599 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JAMES WARD CEO 274910 0 25000 0 13542 0 26100 0 36523 0 376075 0 0 0 PART I, LINE 1A SOCIAL CLUB MEMBERSHIP BENEFITS THE ORGANIZATION BY ENHANCING ITS NETWORKING WITHIN THE COMMUNITY. MOLLY DEFILIPPIS BOARD MEMBER CASH FLOW FOR ORGANIZATION X 225000 225000 0 1 1 OLIVER HARPER BOARD MEMBER CASH FLOW FOR ORGANIZATION X 200000 200000 0 1 1 425000 X CATERING, FOOD, BEVERAGE, ETC 13 102406 X PRINTING 3 44029 X AIRLINE MILES 1 29500 X WEBSITE 1 24413 X RENTAL CAR USE 2 13000 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS 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 ARTIST AND CONDUCTOR FEES: PROGRAM SERVICE EXPENSES 1,023,058. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,023,058. PROFESSIONAL/CONSULTING FEES: PROGRAM SERVICE EXPENSES 284,167. MANAGEMENT AND GENERAL EXPENSES 27,151. FUNDRAISING EXPENSES 128,321. TOTAL EXPENSES 439,639. FORM 990, PART XI, LINE 8 THE PRIOR PERIOD ADJUSTMENT RELATES TO A CORRECTION TO THE BALANCE OF PROMISES TO GIVE AS OF JUNE 30, 2017. PHOENIX SYMPHONY SUPPORT FOUNDATION 1 N 1ST ST SUITE 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