2018-05-15T17:57:19-05:00 2017-06-30 341884125 CBIZ MHM LLC 4722 N 24th St Ste 300 Phoenix AZ 85016 990 2016-07-01 866000134 PHOENIX SYMPHONY ASSOCIATION PHOE 6024951117 ONE N FIRST STREET STE 200 PHOENIX AZ 85004 JAMES WARD CEO 6024951117 2018-05-14 1 Amy A O'Loughlin P00869687 6022646835 2018-05-14 2016 2022-09-23 18:48:47Z James k WArd ONE N FIRST STREET STE 200 PHOENIX AZ 85004 13288258 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... 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 32 249 400 0 0 4882135 6362833 6038121 6687003 672 918 68321 -196481 10989249 12854273 0 0 0 0 7174362 7303588 0 0 655866 4312940 4648228 11487302 11951816 -498053 902457 2711090 3896601 4214294 4529348 -1503204 -632747 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 8303624 6687003 The Symphony performs music providing a diverse repertoire to audiences statewide. Proudly celebrating our 67th season, 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 and POPs series featuring world-class conductors and guest artists. Our family series presents works to children and their families that link the love of music to reading and literacy. Education is a vital part of our mission with a goal of strengthening integrated arts education in schools. In our most recently completed fiscal year we performed for more than 70,000 students and adults. Our Mind Over Music program provides in-classroom instruction to teachers to integrate music into stem concepts of math, science and language arts. Our B-Sharp program brings the healing power of music to homeless centers through a partnership with Lodestar and Circle the City programs for the homeless. 8303624 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 103 0 1 249 1 0 0 0 0 0 1 1 0 0 0 0 X 32 32 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 AZ X Gary J Egan 6024520433 ONE N FIRST STREET STE 200 PHOENIX AZ 85004 DONALD E BRANDT dIRECTOR 1.00 X 0 0 0 KATIE COBB DIRECTOR 1.00 X 0 0 0 DAVID R BORNEMANN vice chair 2.00 X X 0 0 0 JOHN C VRYHOF DIRECTOR 1.00 1.00 X 0 0 0 mark dix dIRECTOR 1.00 X 0 0 0 john graham DirECTOR 1.00 X 0 0 0 Oliver Harper Board Chair 2.00 X X 0 0 0 eliot minsker dIRECTOR 1.00 1.00 X 0 0 0 lee r Nickloy vice chair 2.00 1.00 X X 0 0 0 Lon Babby Vice chair 2.00 X X 0 0 0 David Barnett dIRECTOR 1.00 X 0 0 0 Deborah Bateman DIRECTOR 1.00 X 0 0 0 bruce covill dIRECTOR 1.00 X 0 0 0 molly defilippis Vice Chair 2.00 X X 0 0 0 david dodge dIRECTOR 1.00 X 0 0 0 max fose dIRECTOR 1.00 X 0 0 0 Wendy Fuller DIRECTOR 1.00 X 0 0 0 Bill Gates DIRECTOR 1.00 X 0 0 0 fred pakis dIRECTOR 1.00 X 0 0 0 David Selden DirECTOR 1.00 X 0 0 0 christi worsley dIRECTOR 1.00 X 0 0 0 lecia scaglione dIRECTOR 1.00 X 0 0 0 karen sinclair dIRECTOR 1.00 X 0 0 0 Jeff Rich Director 1.00 X 0 0 0 Diana Smith DIRECTOR 1.00 X 0 0 0 Ken Vecchione DireCTOR 1.00 X 0 0 0 Chris Walton Director 1.00 X 0 0 0 Chris Cassidy Director 1.00 X 0 0 0 Adam Goodman DirECTOR 1.00 X 0 0 0 Jesper Hahn Director 1.00 X 0 0 0 Aidan McSheffrey Vice chair 2.00 X X 0 0 0 Diego Ortega Director 1.00 X 0 0 0 james ward President/CEO 40.00 1.00 X 308573 0 35361 KELLY DWYER Director of Finance & Administration 40.00 X 83922 0 9559 jeff hunsinger general manager 40.00 X 108830 0 11714 Allison Johnston COO 40.00 X 144957 0 9038 646282 0 65672 3 0 1 0 opus 3 artists 470 park ave south new york NY 10016 conductors and guest artists 278500 capacity interactive consulting 1239 broadway suite 1103 new york NY 10001 digital marketing strategy and support 160710 Paradigm Talent Agency LLC 360 Park Ave S New York NY 10010 Guest Artists 124500 Clearwing Productions LLC 5640 S 40th St Ste 1 Phoenix AZ 85040 Production Audio Engineering 123926 4 300970 1458322 401088 4202453 6362833 TICKET SALES 711190 6189233 6189233 FEE ENGAGEMENTS 711190 497770 497770 6687003 918 918 125362 300970 125362 0 111303 308623 -197320 -197320 miscellaneous revenue 711190 839 839 839 12854273 6687003 0 -195563 X 711957 154939 419444 137574 4952454 4187108 618348 146998 171480 126031 41052 4397 158744 136072 17494 5178 1308953 1012812 248331 47810 7874 697 7177 1335 1335 42000 42000 1723411 1527618 75219 120574 752702 752702 192992 3958 175600 13434 563590 339211 224379 76361 62981 8675 4705 51924 15029 5090 31805 40497 40497 77259 77259 52600 5579 47021 Production Expense 332402 332402 EQUIPMENT RENTAL & MAIN 209691 209691 Licenses, Dues and Subs 154100 61667 91883 550 fundraising expense 62490 62490 307000 126494 100155 80351 11951816 8303624 2992326 655866 145598 286237 90 1306540 1835016 1531032 105529 70951 14564 19712 169853 233286 1376942 1015994 377745 360948 62695 87895 2711090 3896601 1390369 1290111 1907387 1873692 756538 1205545 160000 160000 4214294 4529348 X -3261576 -3868651 1758372 1531032 0 1704872 -1503204 -632747 2711090 3896601 X 902457 -32000 X 0 1 X 1 0 X 8505466 7247209 4907563 4882135 6362833 31905206 8505466 7247209 4907563 4882135 6362833 31905206 1970530 29934676 82 255 1008 672 918 2935 8376 24060 27325 36192 839 96792 32004933 27922309 0.93530 0.87160 X 0.87160 Schedule A, Part II, Line 10, Explanation of Other Income: MISCELLANEOUS - 2012 Amount: $ 8,376. 2013 Amount: $ 24,060. 2014 Amount: $ 27,325. 2015 Amount: $ 36,192. 2016 Amount: $ 839. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1804052 113584 152700 1764936 1958391 -54899 99440 1804052 1999961 64256 89588 16238 1958391 3646869 291953 1831105 92085 15671 1999961 3833434 223358 396414 13509 3646869 0.00000 0.97000 0.03000 1 1 1 5836 5255 581 1371106 1010739 360367 360948 INTERCOMPANY 160000 160000 X 12160451 333697 430803 764500 11395951 1458322 1458322 12854273 12603650 333697 318137 651834 11951816 0 11951816 Part V, Line 4: The endowment funds are held by both related and unrelated organizations; the phoenix symphony support foundation (related) and the Arizona Community Foundation (unrelated). The permanent and term endowments are intended to safeguard and invest the funds and to make annual distributions in support of the general operations of the phoenix symphony. The board designated endowments are to support the phoenix symphony's bank line of credit. Part X, Line 2: THE SYMPHONY EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. Part XI, Line 2d - Other Adjustments: Cost of inventory sales 308,623. Revenue Reported by Affiliate 122,180. Part XI, Line 4b - Other Adjustments: CONTRIBUTION FROM AFFILIATE 1,458,322. Part XII, Line 2d - Other Adjustments: expenses reported by affiliate 9,514. cost of goods sold 308,623. Savor the Symphony 226541 174062 52479 52479 Parties of Note 140004 96050 43954 43954 2 59787 30858 28929 28929 426332 300970 125362 125362 125362 0 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 james ward President/CEO 298604 0 0 0 9969 0 25950 0 9411 0 343934 0 0 0 Allison Johnston COO 141842 0 0 0 3115 0 0 0 9038 0 153995 0 0 0 Part I, Line 1b Social club membership benefits the phoenix symphony association by enhancing its networking within the community. 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 Consulting Fees: Program service expenses 114,889. Management and general expenses 55,261. Fundraising expenses 120,574. Total expenses 290,724. Guest Artist Fee: Program service expenses 779,326. Management and general expenses 0. Fundraising expenses 0. Total expenses 779,326. Guest conductor fee: Program service expenses 113,300. Management and general expenses 0. Fundraising expenses 0. Total expenses 113,300. Production security/stagehands: Program service expenses 195,242. Management and general expenses 0. Fundraising expenses 0. Total expenses 195,242. Archival recording: Program service expenses 600. Management and general expenses 0. Fundraising expenses 0. Total expenses 600. education professional fees: Program service expenses 68,224. Management and general expenses 0. Fundraising expenses 0. Total expenses 68,224. TPS Conductor: Program service expenses 256,037. Management and general expenses 0. Fundraising expenses 0. Total expenses 256,037. payroll processing fees: Program service expenses 0. Management and general expenses 19,958. Fundraising expenses 0. Total expenses 19,958. Form 990, Part XI, line 9: Loss on uncollectible pledges -32,000. PHOENIX SYMPHONY SUPPORT FOUNDATION ONE N FIRST STREET STE 200 PHOENIX AZ 85004 262741009 INVESTMENT AZ 501(c)(3) 12 TYPE I N/A 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0