2016-05-16T15:34:02-05:00 2015-06-30 341884125 CBIZ MHM LLC 3101 N CENTRAL AVE STE 300 PHOENIX AZ 85012 990 2014-07-01 866000134 PHOENIX SYMPHONY ASSOCIATION PHOE 6024951117 ONE N FIRST STREET STE 200 PHOENIX AZ 85004 JAMES WARD CEO 6024951117 2016-05-14 1 AMY A O'LOUGHLIN P00869687 6022646835 2014 2016-08-17 19:52:53Z JAMES K WARD ONE N FIRST STREET STE 200 PHOENIX AZ 85004 9987273 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. 34 34 243 400 0 0 7247209 4907563 4907797 4820336 17368 -1135 34341 38679 12206715 9765443 0 0 0 0 6698746 6934136 0 0 739889 3645128 4210963 10343874 11145099 1862841 -1379656 3183296 2986914 2121411 3344685 1061885 -357771 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 6859700 4820336 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. 565942 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. 7425642 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 91 0 1 243 1 0 0 0 0 0 1 1 0 0 0 0 X 34 34 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 CHUCK BERGINIC 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 1.00 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 PETER ALLISON DIRECTOR 1.00 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 NATE MITCHELL 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 OPAL 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 SELDON DIRECTOR 1.00 X 0 0 0 CHRISTI WORSLEY DIRECTOR 1.00 X 0 0 0 JAMES WARD PRESIDENT/CEO 40.00 1.00 X 263614 0 33993 PAMELA LOGAN CFO 40.00 X 79422 0 10224 KELLY DWYER CFO 40.00 X 0 0 0 KATHERINE COBB EXECUTIVE VP & COO 40.00 X 167312 0 13709 510348 0 57926 2 0 1 0 OPUS 3 ARTISTS 470 PARK AVE SOUTH NEW YORK NY 10016 PERFORMANCE 176000 1 760661 82600 203987 3860315 337160 4907563 TICKET SALES 711190 4229196 4229196 FEE ENGAGEMENTS 711190 591140 591140 4820336 1008 1008 2143 -2143 -2143 -2143 146315 760661 141812 4503 4503 84726 77875 6851 6851 MISCELLANEOUS 711190 27325 27325 27325 9765443 4820336 0 37544 X 510348 510348 4888561 4132634 509870 246057 172761 119102 42907 10752 968348 761874 169510 36964 394118 310272 66498 17348 231653 10000 172828 48825 3727 3727 20500 20500 1342257 1322668 11349 8240 656797 7133 649664 167621 6015 129607 31999 427346 220929 206417 65728 48112 15836 1780 27095 14120 662 12313 13719 13719 51703 51703 60521 21304 39217 PRODUCTION EXPENSE 206003 206003 SUPPLIES 201527 201527 PRINTING & PUBLICATIONS 148374 0 55892 92482 EQUIPMENT RENTAL & MAIN 124363 124363 462029 121113 107787 233129 11145099 7425642 2979568 739889 188586 411172 620189 262 2036437 2062435 52541 52748 13600 16806 41200 129155 1542942 1302112 195144 240830 35599 73506 3183296 2986914 621161 1533871 1486533 1778440 13717 32374 2121411 3344685 X -1519560 -2611041 2581445 2253270 1061885 -357771 3183296 2986914 X -1379656 -40000 X 0 1 X 1 0 X 5906021 3743013 8470553 7247209 4907563 30274359 4372029 4835373 4528338 5120108 5047531 23903379 10278050 8578386 12998891 12367317 9955094 54177738 361694 355075 3614814 1173842 1071171 6576596 0 361694 355075 3614814 1173842 1071171 6576596 47601142 300 533 82 255 1008 2178 300 533 82 255 1008 2178 38775 8376 24060 27325 98536 10317125 8578919 13007349 12391632 9983427 54278452 0.87700 0.87920 0.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2010 AMOUNT: $ 38,775. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 8,376. 2013 AMOUNT: $ 24,060. 2014 AMOUNT: $ 27,325. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1999961 64256 0 89588 16238 1958391 3646869 291953 1831105 92085 15671 1999961 3833434 223358 396414 13509 3646869 5234711 44900 -82796 1346426 16955 3833434 7126956 8322 707387 2562332 45622 5234711 0.00000 0.87000 0.13000 1 1 1 5836 4088 1748 1537106 1298024 239082 240830 X 10322623 495506 142131 637637 9684986 80457 80457 9765443 11743849 495506 183701 679207 11064642 80457 80457 11145099 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: REVENUE REPORTED BY AFFILIATE 64,256. COST OF INVENTORY SALES 77,875. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRY PER FINANCIAL STATEMENTS 82,600. LOSS ON DISPOSAL OF FIXED ASSETS -2,143. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY AFFILIATE 105,826. COST OF GOODS SOLD 77,875. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRY PER FINANCIAL STATEMENTS 82,600. LOSS ON DISPOSAL OF FIXED ASSETS -2,143. SOUND OF SPEED 514316 442889 71427 2127 12250 1193 118560 SAVOR THE SYMPHONY 171166 142672 28494 1952 2173 438 3012 3 221494 175100 46394 107 906976 760661 146315 4079 14423 1631 121679 141812 4503 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JAMES WARD PRESIDENT/CEO 263614 0 0 0 0 0 25408 0 8585 0 297607 0 0 0 KATHERINE COBB EXECUTIVE VP & COO 167312 0 0 0 0 0 12345 0 1364 0 181021 0 0 0 PART I, LINE 1B SOCIAL CLUB MEMBERSHIP BENEFITS THE PHOENIX SYMPHONY ASSOCIATION BY ENHANCING ITS NETWORKING WITHIN THE COMMUNITY. X 7 277610 FMV X FURNITURE 1 50750 COMPARABLE SALES X JEWELRY 1 8800 COMPARABLE SALES 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 JANUARY OF 2015. 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 180,136. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180,136. GUEST ARTIST FEE: PROGRAM SERVICE EXPENSES 657,624. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 657,624. GUEST CONDUCTOR FEE: PROGRAM SERVICE EXPENSES 207,467. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 207,467. PRODUCTION SECURITY/STAGEHANDS: PROGRAM SERVICE EXPENSES 206,538. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 206,538. ARCHIVAL RECORDING: PROGRAM SERVICE EXPENSES 12,001. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,001. EDUCATION PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 58,902. MANAGEMENT AND GENERAL EXPENSES 11,349. FUNDRAISING EXPENSES 8,240. TOTAL EXPENSES 78,491. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE PLEDGES -40,000. 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