2016-02-24T15:30:30-06:00 2015-06-30 364538293 LUDWIG KLEWER & CO PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2014-07-01 860107538 TUCSON SYMPHONY SOCIETY TUCS 5207929155 2175 N SIXTH AVE TUCSON AZ 85705 ROBERT JENNENS CHIEF FINANCIAL OFFICER/HR 5207929155 2016-02-15 JULIE S KLEWER CPA P00343046 5205450500 2016-02-15 2014 2016-08-17 19:52:53Z BONNIE KAMPA 2175 N SIXTH AVE TUCSON AZ 85705 5077369 false X WWW.TUCSONSYMPHONY.ORG X 1959 AZ THE MISSION OF THE TUCSON SYMPHONY IS TO TRANSFORM LIVES THROUGH MUSIC. 24 24 189 270 0 2173264 1995044 2153146 2323417 379120 150453 126162 91335 4831692 4560249 0 0 2653922 2421742 61691 55239 374787 1955590 1930211 4671203 4407192 160489 153057 6538536 6160533 2115565 1709693 4422971 4450840 THE MISSION OF THE TUCSON SYMPHONY IS TO TRANSFORM LIVES THROUGH MUSIC. false false 3043230 2062789 THE PURPOSE OF THE TUCSON SYMPHONY SOCIETY IS TO SPONSOR THE TUCSON SYMPHONY ORCHESTRA TO PROVIDE THE HIGHEST ARTISTIC STANDARD OF SYMPHONIC MUSIC FOR THE TUCSON REGIONAL AREA. 404785 287981 TSO EDUCATION AND COMMUNITY ENGAGEMENT ACTIVITIES REACH MORE THAN 59,000 PEOPLE ANNUALLY. PROGRAMS REACH MORE THAN 40,000 STUDENTS AND TEACHERS ANNUALLY THROUGH MORE THAN 300 CONCERTS, WORKSHOPS AND THE TSO KIDS WEBSITE. THROUGH COMMUNITY ENGAGEMENT EFFORTS, TSO PERFORMS AN AVERAGE OF 100 CONCERTS ANNUALLY, REACHING MORE THAN 34,000 PEOPLE WITH PERFORMANCES RANGING FROM LARGE PARTNERSHIPS TO PRIVATE EVENTS. AS AN INTEGRAL PARTNER TO THE REGION, THE TSO SERVES AS A MUSIC RESOURCE FOR ALL OF SOUTHERN ARIZONA. 3448015 true true false false false false false false false true true false false false false true true false false false false false false true true true false false false false false false false false false false false false true false false false false false false false false true 58 0 true 189 true false false false false true true true true false false false false false false X 24 24 true false false false false false false true true false true true true true true true true true true true false AZ X X ROBERT JENNENS 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 JANET DAVIS 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 NINA TRASOFF 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 MARK BLAKEMAN CEO 40.00 X 92106 0 400 ROBERT JENNENS CFO 40.00 X 69519 0 0 GEORGE HANSON MUSIC DIRECT 40.00 X 133352 0 2400 294977 2800 1 false false false 76775 65000 1853269 27595 1995044 TICKET SALES 711130 2035436 2035436 EDUC AND COMMUNITY ENGAGEMENT 711130 287981 287981 2323417 89634 89634 448522 12500 396203 4000 52319 8500 60819 60819 25830 76775 32188 -6358 150300 79960 70340 70340 16132 4769 11363 11363 MISCELLANEOUS 15990 15990 15990 4560249 2350770 220793 162655 31666 100254 30735 1949304 1685036 70335 193933 142175 136737 247 5191 167608 137530 12984 17094 2190 2190 14585 14585 55239 55239 18542 18542 10803 8277 2526 173628 173628 319102 241330 21393 56379 57949 42551 8760 6638 176168 150701 25467 7484 3800 2575 1109 5136 1376 3760 30212 30212 101701 101701 13405 5308 8097 OUTSIDE ARTISTIC PRDCT 406170 406170 OPERATING EXPENSES 363011 239869 121763 1379 SOUND AND LIGHTING 86568 86568 MUSIC RENTAL/LIGHTING 85497 85497 58060 11971 38999 7090 4407192 3448015 584390 374787 57906 769552 218818 50886 1119361 427876 63275 94680 65433 51497 2442463 1625655 862358 816808 3954785 3755970 196600 193264 6538536 6160533 257703 179706 1052630 1019207 805232 510780 2115565 1709693 X -88289 -232585 917406 689571 3593854 3993854 4422971 4450840 6538536 6160533 X 153057 -94352 -27500 -3336 X false true X true false X 1412959 1743138 1338981 2173264 1918269 8586611 1412959 1743138 1338981 2173264 1918269 8586611 1188242 7398369 116196 90648 97861 98771 89634 493110 17533 18567 11272 5734 15990 69096 9148817 11522715 0.80870 0.83430 X PART II, LINE 10 OTHER INCOME 69,096 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4071301 400000 30526 246000 4255827 4202398 511260 642357 4071301 4073223 30405 303770 205000 4202398 4639759 100000 -23961 642575 4073233 3987845 83430 568484 4639759 0.93840 0.06160 false false 13300 13300 1309484 767284 542200 655951 588771 67180 463728 269600 194128 816808 X 4520239 -94352 44032 -3336 -53656 4573895 18542 -32188 -13646 4560249 4464870 44032 32188 76220 4388650 18542 18542 4407192 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S ENDOWMENTS CONSIST OF EIGHT INDIVIDUAL DONOR ESTABLISHED FUNDS AND ONE GENERAL FUND TO WHICH MANY DONORS HAVE GIVEN TO IN NON- SPECIFIC WAYS. ALL FUNDS HAVE THE INTENDED USE THAT 45% PER YEAR OF ANY INVESTMENT EARNINGS BE USED TO CARRY ON THE PRINCIPLE ACTIVITIES OF THE ORGANIZATION. 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, 2015, THERE WERE NO UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN BENEFICIAL INTEREST: REMAINDER TRUST -3,336 SCHEDULE D, PAGE 4, PART XI, LINE 4B SPECIAL EVENT EXPENSE -32,188 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSE 32,188 X X X X X X X true TAYLAR DEVELOPMENT LLC 1325 SOUTH WABASH AVE STE 204 CHICAGO IL 60605 FUNDRAISE false 73563 55239 18324 73563 55239 18324 HANSON TRIBUTE 102605 76775 25830 10595 9000 6226 6367 102605 76775 25830 10595 9000 6226 6367 32188 -6358 false false 150300 40000 39960 true 0.50000 150300 40000 39960 79960 70340 AZ false THE STATE OF ARIZONA DOES NOT REQUIRE A LICENSE FOR CHARITABLE false true false 0.70000 0.30000 ROBERT JENNENS 2175 N 6TH AVENUE TUCSON AZ 857055606 false false X SUPPLIES 1 27595 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 6, PART VI, LINE 2 HOWARD STEELE MARILYN STEELE MARRIED FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S PROCESS TO REVIEW THE 990 IS FOR THE BOARD CHAIR, TREASURER AND PRESIDENT TO REVIEW AND APPROVE BEFORE FILING OF THE RETURN. 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 DOCUMENTED IN NOTES AND MINUTES OF THE COMMITTEE MEETINGS. THIS BODY IS THE HR SUB-COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR THE PRESIDENT AND MUSIC DIRECTOR IS DETERMINED AND/OR REVIEWED BY THE HR 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 SUB-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 DOCUMENTED IN NOTES AND MINUTES OF THE COMMITTEE MEETINGS. 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 -3,336 SPECIAL EVENT EXPENSE 32,188 SPECIAL EVENT EXPENSE -32,188 FORM 990, PART XI, LINE 9 NET ASSETS AS OF JUNE 30, 2014 HAVE BEEN RECLASSIFIED TO PROPERLY REFLECT THE CLASSIFICATION OF TEMPORARILY RESTRICTED NET ASSETS. THE PREVIOUSLY REPORTED TEMPORARILY RESTRICTED NET ASSET BALANCE AT JUNE 30, 2014 OF 917,406 HAS BEEN RECLASSIFIED TO 792,977. THIS RECLASSIFICATION REPRESENTS A 124,429 DECREASE TO TEMPORARILY RESTRICTED NET ASSETS WITH A CORRESPONDING INCREASE TO UNRESTRICTED NET ASSETS. THIS RECLASSIFICATION ALSO AFFECTED THE REPORTING OF "PRIOR YEAR- AND "TWO YEARS BACK" ENDOWMENT FUNDS ON SCHEDULE D.