2017-05-08T15:11:19-07:00 2016-06-30 364538293 LUDWIG KLEWER & CO PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2015-07-01 860107538 TUCSON SYMPHONY SOCIETY TUCS 5207929155 2175 N SIXTH AVENUE TUCSON AZ 85705 DON SNIDER CFO 5207929155 2017-05-05 JULIE S KLEWER CPA P00343046 5205450500 2017-05-05 2015 2021-01-29 14:40:06Z BONNIE KAMPA 2175 N SIXTH AVENUE TUCSON AZ 85705 5227479 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 23 23 224 236 0 1995044 2088388 2323417 2283243 150453 163140 91335 116476 4560249 4651247 0 0 2421742 2667083 55239 32940 343627 1930211 1964491 4407192 4664514 153057 -13267 6160533 6172446 1709693 1950059 4450840 4222387 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 3365907 1980501 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 292702 312676 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 120 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 - 34 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 - 13,000 ATTENDED - KINDERKONZERTS - OVER 3,000 3658609 true true false false false false false false false true true false false false false true true false false false false false false true false true false false false true false false false false false false false false false false false false false true false false false true 43 0 true 224 true false false false false true true true true false false false false false false X 23 23 true 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 5.00 X X 0 0 0 BONNIE KAMPA CHAIR 10.00 X X 0 0 0 JOHN WAHL TRUSTEE 5.00 X 0 0 0 HOWARD STEELE TRUSTEE 5.00 X 0 0 0 NANCY MARCH TRUSTEE 5.00 X 0 0 0 KATHY HEBB VICE CHAIR 5.00 X X 0 0 0 JAMES GLASSER TRUSTEE 5.00 X 0 0 0 BRINA GRUSIN TRUSTEE 5.00 X 0 0 0 MATT MILNER VICE CHAIR 5.00 X X 0 0 0 TANYA MILLER TRUSTEE 5.00 X 0 0 0 MEREDITH MARDER TRUSTEE 5.00 X 0 0 0 TOM JOHNSON 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 MARILYN STEELE TRUSTEE 5.00 X 0 0 0 JAVIER VELEZ TRUSTEE 5.00 X 0 0 0 GEORGE STEELE TRUSTEE 5.00 X 0 0 0 DAVE CARNEY TREASURER 5.00 X X 0 0 0 AUTUMN VAN DEN BERG TRUSTEE 5.00 X 0 0 0 BARBARA LEVY PAST CHAIR 5.00 X X 0 0 0 CECILE FOLLANSBEE VICE CHAIR 5.00 X X 0 0 0 MICHAEL BYLSMA TRUSTEE 5.00 X 0 0 0 MARK BLAKEMAN CEO 40.00 X 158914 0 2637 ROBERT JENNENS CFO 40.00 X 72264 0 0 231178 2637 1 false true false 35000 2053388 2130 2088388 TICKET SALES 711130 1970567 1970567 EDUC AND COMMUNITY ENGAGEMENT 711130 312676 312676 2283243 97801 97801 38 38 382755 317416 65339 65339 65339 359942 253438 106504 106504 13311 5378 7933 7933 MISCELLANEOUS 900099 2001 2001 2001 4651247 2293177 269682 232362 95493 104821 32048 2114294 1796541 163629 154124 152782 132920 10695 9167 167645 136236 18542 12867 5207 5207 16970 16970 32940 32940 16906 16906 15986 12309 3677 240781 240781 318356 255508 23151 39697 57855 42234 8678 6943 206451 165161 20645 20645 10662 5438 3625 1599 1394 376 1018 31427 31427 101500 101500 10662 4265 6397 OPERATING EXPENSES 373061 264894 81443 26724 OUTSIDE ARTISTIC PRDCT 339870 339870 SOUND AND LIGHTING 89139 89139 MUSIC RENTAL LICENSING 65555 65555 62709 11889 43947 6873 4664514 3658609 662278 343627 769552 393442 50886 336547 427876 852938 94680 80484 56524 51497 63605 2517864 1727156 816808 790708 3755970 3422142 193264 176056 6160533 6172446 179706 106932 1019207 960700 510780 882427 1709693 1950059 X -232585 -692265 689571 554458 3993854 4360194 4450840 4222387 6160533 6172446 X -13267 -197978 -17208 X false true X true false X 1743138 1338981 2173264 1995044 2088388 9338815 1743138 1338981 2173264 1995044 2088388 9338815 1215299 8123516 90648 97861 98771 89634 97839 474753 18567 11272 44765 32122 15312 122038 9935606 12228398 0.81760 0.80870 X PART II, LINE 10 OTHER INCOME 53,564 INVENTORY REVENUE 42,644 SPECIAL EVENT GROSS RECEIPTS 25,830 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4420491 265000 -68989 245571 4370931 4266301 400000 27190 273000 4420491 4202398 511260 447357 4266301 4073223 30405 303770 205000 4202398 4639759 100000 -23961 642575 4073233 0.99750 0.00250 false false 13300 13300 1369285 817214 552071 667115 614839 52276 468164 295103 173061 790708 X 4457595 -197978 38440 -17208 -176746 4634341 16906 16906 4651247 4686048 38440 38440 4647608 16906 16906 4664514 SCHEDULE D, PAGE 2, PART V, LINE 4 THE SOCIETY'S ENDOWMENTS CONSIST OF EIGHT 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, 2016, THERE WERE NO UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN BENEFICIAL INTEREST: REMAINDER TRUST -17,208 X X X X X X X true TAYLAR DEVELOPMENT LLC 1325 SOUTH WABASH AVE SUITE 204 CHICAGO IL 60605 FUNDRAISER false 11564 23808 -12244 11564 23808 -12244 false false 359942 140975 112463 true 0.50000 359942 140975 112463 253438 106504 AZ false THE STATE OF ARIZONA DOES NOT REQUIRE A LICENSE FOR CHARITABLE false true false 0.25000 0.75000 DON SNIDER 2175 N 6TH AVENUE TUCSON AZ 857055606 false false X X false false false false false false false false false MARK BLAKEMAN CEO 158914 2637 161551 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 - 34 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 - 13,000 ATTENDED - KINDERKONZERTS - OVER 3,000 FORM 990, PAGE 6, PART VI, LINE 2 HOWARD STEELE MARILYN STEELE MARRIED 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 -17,208 TOTAL -17,208 NET ASSETS AS OF JUNE 30, 2014 HAVE BEEN RECLASSIFIED TO PROPERLY REFLECT THE CLASSIFICATION OF PERMANENTLY RESTRICTED NET ASSETS RELATED TO THE CHARITABLE REMAINDER UNITRUST. THE PREVIOUSLY REPORTED PERMANENTLY RESTRICTED NET ASSET BALANCE AT JUNE 30, 2014 OF 3,593,854 HAS BEEN RECLASSIFIED TO 3,788,854. THIS RECLASSIFICATION REPRESENTS A 195,000 INCREASE TO PERMANENTLY RESTRICTED NET ASSETS WITH A CORRESPONDING DECREASE TO TEMPORARILY RESTRICTED NET ASSETS. NET ASSETS AS OF JUNE 30, 2015 HAVE BEEN FURTHER RECLASSIFIED TO PROPERLY REFLECT PERMANENTLY RESTRICTED NET ASSET ACTIVITY RELATED TO ENDOWMENT CORPUS RELEASES AND MARKET VALUE CHANGES IN THE CHARITABLE REMAINDER UNITRUST DURING THE YEAR ENDED JUNE 30, 2015. THE ADDITIONAL NET ASSET RECLASSIFICATION AS OF JUNE 30, 2015 REFLECTS A DECREASE OF 30,336 TO PERMANENTLY RESTRICTED NET ASSETS, WITH A CORRESPONDING INCREASE TO UNRESTRICTED AND TEMPORARILY RESTRICTED NETS ASSETS OF 27,000 AND 3,336, RESPECTIVELY. AS A RESULT, THE PREVIOUSLY REPORTED PERMANENTLY RESTRICTED NET ASSET BALANCE OF 3,993,854 AS OF JUNE 30, 2015 HAS BEEN RECLASSIFIED TO 4,158,518. THIS RECLASSIFICATION ALSO AFFECTED THE REPORTING OF "PRIOR YEAR- AND "TWO YEARS BACK" ENDOWMENT FUNDS ON SCHEDULE D. 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