2018-05-10T09:36:40-07:00 2017-06-30 364538293 LUDWIG KLEWER & CO PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2016-07-01 860107538 TUCSON SYMPHONY SOCIETY TUCS 5207929155 2175 N SIXTH AVENUE TUCSON AZ 85705 TOM MCKINNEY PRESIDENT AND CEO 5207929155 2018-05-04 ERIC S RUDNER CPA P00378841 5205450500 2018-05-04 2016 2022-09-23 18:48:47Z TOM MCKINNEY 2175 N SIXTH AVENUE TUCSON AZ 85705 9033575 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 20 234 205 0 2088388 3138201 2283243 2190797 163140 171977 116476 35072 4651247 5536047 0 0 2667083 2774793 32940 0 418601 1964491 2078084 4664514 4852877 -13267 683170 6172446 7042716 1950059 1864313 4222387 5178403 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 3403102 1936457 THE VISION OF THE TUCSON SYMPHONY IS TO BRING PEOPLE TOGETHER FOR INSPIRED LIVING. OUR MISSION, TO ENGAGE, EDUCATE AND TRANSFORM OUR COMMUNITY THROUGH MUSIC OF THE HIGHEST QUALITY, IS ACHIEVED THROUGH PROGRAMMING, ENGAGEMENT, PARTNERSHIPS AND LEARNING. - 130,000 SOUTHERN ARIZONA RESIDENTS EXPERIENCED THE MAGIC OF MUSIC IN THE 2015-16 SEASON - 4,500 RESIDENTS IN RURAL ARIZONA COMMUNITIES ACCESSED AFFORDABLE LIVE MUSIC AND QUALITY MUSIC EDUCATION - 9,000 PATRONS LEARNED ABOUT THE PROGRAM THEY WERE ABOUT TO HEAR THROUGH PRE-CONCERT LECTURES, CONCERT COMMENTS 216537 122744 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 90 SCHOOLS FROM SOUTHERN PINAL COUNTY TO THE ARIZONA - MEXICO BORDER EVERY YEAR. THESE PROGRAMS INCLUDE A SERIES OF FREE PERFORMANCES FOR FAMILIES ENTITLED JUST FOR KIDS, MUSIC IN THE SCHOOLS, MAKING MUSIC MINE, KINDERKONZERTS, YOUNG PEOPLE'S CONCERTS, MASTER CLASSES 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 - 1,224 STUDENTS HAVE REGISTERED AND RECEIVED FREE TICKETS TO TSO PERFORMANCES THROUGH A GRANT FUNDED BY THE MARSHALL FOUNDATION - YOUNG COMPOSERS - 37 ORIGINAL COMPOSITIONS LAST YEAR PERFORMED AT READING SESSIONS. IN THE 2017-18 SEASON, WE WILL HAVE THE FIRST PIECE ON A CLASSIC SERIES BY A YOUNG COMPOSER GRADUATE, ANTHONY CONSTANTINO. - YOUNG PEOPLE'S CONCERTS - 10,600 ATTENDED - KINDERKONZERTS - OVER 3,300 83007 136820 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 OF 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. 3702646 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 true false false false false false false false false true false false false false true false false false true 54 0 true 234 true false false false false true true true true 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 AZ X X DON SNIDER 5206209173 2175 N 6TH AVENUE TUCSON AZ 857055606 CARL BOWSER SECRETARY 7.50 X X 0 0 0 JACK WAHL TRUSTEE 5.00 X 0 0 0 BRINA GRUSIN TRUSTEE 5.00 X 0 0 0 MATT MILNER TRUSTEE 5.00 X 0 0 0 BRAD MILLER TRUSTEE 5.00 X 0 0 0 JOHN PALMER TRUSTEE 5.00 X 0 0 0 COPPELIA SAMAHA TRUSTEE 5.00 X 0 0 0 PETER SMITH TRUSTEE 5.00 X 0 0 0 DAVID CARNEY TRUSTEE 5.00 X 0 0 0 AUTUMN VAN DEN BERG VICE CHAIR 7.50 X X 0 0 0 CECILE FOLLANSBEE CHAIR 10.00 X X 0 0 0 MICHAEL BYLSMA TRUSTEE 5.00 X 0 0 0 KAREN BAHNICK TRUSTEE 5.00 X 0 0 0 JEFF CHRISTENSEN TRUSTEE 5.00 X 0 0 0 JAMES LINDHEIM TRUSTEE 5.00 X 0 0 0 SUSANNE TRIMBATH TRUSTEE 5.00 X 0 0 0 CLAUDETTE PIPPIN TREASURER 7.50 X X 0 0 0 PATRICIA SCHWABE TRUSTEE 5.00 X 0 0 0 NATALIA SOTO-MORALES TRUSTEE 5.00 X 0 0 0 TOM ELLIOTT TRUSTEE 5.00 X 0 0 0 MARK BLAKEMAN PAST PRESIDE 40.00 X 153147 0 2164 TOM MCKINNEY PRESIDENT AN 40.00 X 80948 0 2142 DON SNIDER CFO 40.00 X 14176 0 355 248271 4661 1 false true false HILTON & MYERS ADVERTISING 3350 N COUNTRY CLUB RD TUCSON AZ 85716 ADVERTISING 266989 TUCSON CONVENTION CENTER 260 S CHURCH AVE TUCSON AZ 85701 MUSIC HALL RENT 235684 2 95000 3043201 68474 3138201 TICKET SALES 711130 1931233 1931233 EDUC AND COMMUNITY ENGAGEMENT 711130 259564 259564 2190797 63931 63931 3587955 3479909 108046 108046 108046 16614 16614 30853 17619 13234 13234 MISCELLANEOUS 900099 5224 5224 5224 5536047 2196021 185211 236133 75074 135864 25195 2187680 1828328 160264 199088 172197 149811 12054 10332 178783 145287 19774 13722 3940 3940 27940 27940 4300 4300 20304 18994 1310 281142 242579 179 38384 261688 151772 83544 26372 59704 42231 12313 5160 213113 164096 49017 13337 2051 7580 3706 37 37 42939 42939 106034 106034 17838 6287 11551 OUTSIDE ARTISTIC PRDCT 515073 508553 919 5601 OTHER OPERATING EXPENSES 289654 210653 38023 40978 SOUND AND LIGHTING 77996 77931 65 MUSIC RENTAL LICENSING 71063 70971 92 71982 7991 13993 49998 4852877 3702646 731630 418601 393442 348333 336547 791341 852938 709848 80484 124493 56524 55343 63605 108029 2616849 1833188 790708 783661 3422142 3945225 176056 176443 6172446 7042716 106932 145389 960700 1166485 882427 552439 1950059 1864313 X -692265 405471 554458 739620 4360194 4033312 4222387 5178403 6172446 7042716 683170 272459 387 X false true X true false X 1338981 2173264 1995044 2088388 3138201 10733878 1338981 2173264 1995044 2088388 3138201 10733878 2249185 8484693 97861 98771 89634 97839 63935 448040 11272 44765 32122 15312 5224 108695 11290613 12112631 0.75150 0.81760 X PART II, LINE 10 OTHER INCOME 40,221 INVENTORY REVENUE 42,644 SPECIAL EVENT GROSS RECEIPTS 25,830 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4370931 122731 438805 664000 4268467 4420491 265000 -68989 245571 4370931 4266301 400000 27190 273000 4420491 4202398 511260 447357 4266301 4073223 30405 303770 205000 4202398 0.94490 0.05510 false false 13300 13300 1369285 869484 499801 766100 643262 122838 468164 320442 147722 783661 X 5805696 272459 1103 387 273949 5531747 4300 4300 5536047 4849680 1103 1103 4848577 4300 4300 4852877 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 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, 2017,THERE WERE NO UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN BENEFICIAL INTEREST: REMAINDER TRUST 387 PARTIES OF NOTE 16614 16614 16614 16614 16614 false false 30853 13981 3638 true 0.50000 30853 13981 3638 17619 13234 AZ false THE STATE OF ARIZONA DOES NOT REQUIRE A LICENSE FOR CHARITABLE false true false 0.75000 0.25000 DON SNIDER 2175 N 6TH AVENUE TUCSON AZ 857055606 false false X X false false false false false false false false false MARK BLAKEMAN PAST PRESIDENT & CEO 153147 47 2117 155311 X SUPPLIES 16 68474 FAIR MARKET VALUE false false false FORM 990, PAGE 1, PART I, LINE 6 USHERS PROVIDE ASSISTANCE TO PATRONS ATTENDING TSO PERFORMANCES. THEIR VOLUNTEER HOURS VARY DEPENDING ON SCHEDULING. OTHER VOLUNTEERS HELP WITH FUNDRAISERS, COMMUNITY AWARENESS, SINGING IN OUR CHORUS, AND OTHER ACTIVITIES THAT BENEFIT TSO. FORM 990, PAGE 2, PART III, LINE 4B - YOUNG COMPOSERS - 37 ORIGINAL COMPOSITIONS LAST YEAR PERFORMED AT READING SESSIONS. IN THE 2017-18 SEASON, WE WILL HAVE THE FIRST PIECE ON A CLASSIC SERIES BY A YOUNG COMPOSER GRADUATE, ANTHONY CONSTANTINO. - YOUNG PEOPLE'S CONCERTS - 10,600 ATTENDED - KINDERKONZERTS - OVER 3,300 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 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 387 CHARITABLE REMAINDER TRUST INVESTMENT AZ N/A TRUST 387 174843 1.00000 false false false false false false false false false false false false false false false false false false false false