2017-05-15T12:40:27-05:00 2016-06-30 341884125 CBIZ MHM LLC 3101 N CENTRAL AVE STE 300 PHOENIX AZ 85012 990 2015-07-01 866000134 PHOENIX SYMPHONY ASSOCIATION PHOE 6024951117 ONE N FIRST STREET STE 200 PHOENIX AZ 85004 JAMES WARD CEO 6024951117 2017-05-12 1 AMY A O'LOUGHLIN P00869687 6022646835 2015 2021-01-29 14:40:06Z JAMES K WARD ONE N FIRST STREET STE 200 PHOENIX AZ 85004 11252730 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. 36 36 243 400 0 0 4907563 4882135 4820336 6038121 -1135 672 38679 68321 9765443 10989249 0 0 0 0 6934136 7174362 0 0 703958 4210963 4312940 11145099 11487302 -1379656 -498053 2986914 2711090 3344685 4214294 -357771 -1503204 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 7441239 6038121 THE SYMPHONY PERFORMS MUSIC PROVIDING A DIVERSE REPERTOIRE TO AUDIENCES STATEWIDE. PROUDLY CELEBRATING OUR 66TH 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. 421284 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. 7862523 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 1 0 0 0 0 1 1 0 0 0 1 103 0 1 243 1 0 0 0 0 0 1 1 0 0 0 0 X 36 36 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 AZ X KELLY DWYER 6024520433 ONE N FIRST STREET STE 200 PHOENIX AZ 85004 DONALD E BRANDT DIRECTOR 1.00 X 0 0 0 WAYNE CESARIO DIRECTOR 1.00 X 0 0 0 DR DRAKE DUANE DIRECTOR 1.00 X 0 0 0 KATIE COBB DIRECTOR 1.00 X 0 0 0 CA HOWLETT CHAIR EMERITUS 2.00 X 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 BOARD CHAIR 2.00 X X 0 0 0 OLIVER HARPER DIRECTOR 1.00 X 0 0 0 LINDA HUNT VICE CHAIR 2.00 X X 0 0 0 ANDREW KIM DIRECTOR 1.00 X 0 0 0 ELIOT MINSKER DIRECTOR 1.00 1.00 X 0 0 0 LEE R NICKLOY VICE CHAIR 2.00 X X 0 0 0 GENA P TRIMBLE VICE CHAIR 2.00 X X 0 0 0 LON BABBY DIRECTOR 1.00 X 0 0 0 DAVID BARNETT DIRECTOR 1.00 X 0 0 0 DEBORAH BATEMAN DIRECTOR 1.00 X 0 0 0 MICHELLE CLARKE DIRECTOR 1.00 X 0 0 0 BRUCE COVILL DIRECTOR 1.00 X 0 0 0 MOLLY DEFILIPPIS DIRECTOR 1.00 X 0 0 0 DAVID DODGE DIRECTOR 1.00 X 0 0 0 ERICA MORAN 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 MARY FUSILLO DIRECTOR 1.00 X 0 0 0 BILL GATES DIRECTOR 1.00 X 0 0 0 RYAN OPEL VICE CHAIR 2.00 X X 0 0 0 FRED PAKIS DIRECTOR 1.00 X 0 0 0 JAYE PERRICONE 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 MALCOLM JOZOFF VICE CHAIR 2.00 X X 0 0 0 JERRY DONATO 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 JAMES WARD PRESIDENT/CEO 40.00 1.00 X 265081 0 36403 PAMELA LOGAN CFO 40.00 X 25634 0 2451 KELLY DWYER CFO 40.00 X 65923 0 5023 JEFF HUNSINGER GENERAL MANAGER 40.00 X 102091 0 12728 458729 0 56605 2 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 2 515424 83648 343318 3939745 203526 4882135 TICKET SALES 711190 5280206 5280206 FEE ENGAGEMENTS 711190 757915 757915 6038121 672 672 212300 515424 197852 14448 14448 83310 65629 17681 17681 MISCELLANEOUS 711190 36192 36192 36192 10989249 6038121 0 68993 X 400515 400515 5254386 4318056 677354 258976 137956 131561 1504 4891 972705 782153 154021 36531 408800 325371 65652 17777 153220 30834 57753 64633 2295 2295 26650 26650 1410104 1410104 737617 8342 729261 14 192856 3008 174688 15160 478640 260927 217713 63467 46746 14720 2001 43435 14734 223 28478 29018 29018 88012 88012 56477 11888 44589 PRODUCTION EXPENSE 240548 240548 PRINTING & PUBLICATIONS 225362 58204 92669 74489 FUNDRAISING EXPENSE 196209 196209 EQUIPMENT RENTAL & MAIN 174969 174969 194061 45078 144184 4799 11487302 7862523 2920821 703958 411172 145598 262 90 2062435 1835016 52748 105529 16806 14564 129155 169853 1316480 938735 240830 377745 73506 62695 2986914 2711090 1533871 1390369 1778440 1907387 32374 756538 0 160000 3344685 4214294 X -2611041 -3261576 2253270 1758372 -357771 -1503204 2986914 2711090 X -498053 -647380 X 0 1 X 1 0 X 3743013 8470553 7247209 4907563 4882135 29250473 4835373 4528338 5120108 5047531 6333731 25865081 8578386 12998891 12367317 9955094 11215866 55115554 355075 3614814 1173842 1071171 776088 6990990 0 355075 3614814 1173842 1071171 776088 6990990 48124564 533 82 255 1008 672 2550 533 82 255 1008 672 2550 8376 24060 27325 36192 95953 8578919 13007349 12391632 9983427 11252730 55214057 0.87160 0.87700 0.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 8,376. 2013 AMOUNT: $ 24,060. 2014 AMOUNT: $ 27,325. 2015 AMOUNT: $ 36,192. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1958391 -54899 0 99440 0 1804052 1999961 64256 89588 16238 1958391 3646869 291953 1831105 92085 15671 1999961 3833434 223358 396414 13509 3646869 5234711 44900 -82796 1346426 16955 3833434 0.00000 0.95000 0.05000 1 1 1 5836 4671 1165 1310644 934064 376580 377745 INTERCOMPANY 160000 160000 X 11385669 469338 65629 534967 10850702 138547 138547 10989249 12038061 469338 165069 634407 11403654 83648 83648 11487302 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 65,629. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRY PER FINANCIAL STATEMENTS 83,648. REVENUE REPORTED BY AFFILIATE 54,899. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY AFFILIATE 99,440. COST OF GOODS SOLD 65,629. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRY PER FINANCIAL STATEMENTS 83,648. SOUND OF SPEED 2 184891 129308 55583 71604 YUJA WANG 221445 149295 72150 66817 3 321388 236821 84567 59431 727724 515424 212300 197852 197852 14448 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JAMES WARD PRESIDENT/CEO 261966 0 0 0 3115 0 25950 0 10453 0 301484 0 0 0 PART I, LINE 1B SOCIAL CLUB MEMBERSHIP BENEFITS THE PHOENIX SYMPHONY ASSOCIATION BY ENHANCING ITS NETWORKING WITHIN THE COMMUNITY. X 8 128526 FMV X PIANO 1 75000 APPRAISAL 0 0 1 1 PART I, LINE 32B: PHOENIX SYMPHONY ASSOCIATION USES DAINE RAUSCHER TO RECEIVE AND SELL STOCK CONTRIBUTIONS. THE CASH IS THEN MAILED TO PHOENIX SYMPHONY ASSOCIATION. 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 11 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 245,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 245,000. GUEST ARTIST FEE: PROGRAM SERVICE EXPENSES 785,432. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 785,432. GUEST CONDUCTOR FEE: PROGRAM SERVICE EXPENSES 98,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,250. PRODUCTION SECURITY/STAGEHANDS: PROGRAM SERVICE EXPENSES 178,885. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 178,885. ARCHIVAL RECORDING: PROGRAM SERVICE EXPENSES 40,243. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,243. EDUCATION PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 62,294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,294. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE PLEDGES -647,380. PHOENIX SYMPHONY SUPPORT FOUNDATION ONE N FIRST STREET STE 200 PHOENIX AZ 85004 262741009 INVESTMENT AZ 501(C)(3) 11 TYPE I N/A 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0