2015-02-19T15:35:38-06:00 2014-06-30 364538293 LUDWIG KLEWER & CO PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2013-07-01 860107538 TUCSON SYMPHONY SOCIETY TUCS 5207929155 2175 N SIXTH AVE TUCSON AZ 85705 ROBERT JENNENS CHIEF FINANCIAL OFFICER/HR 5207929155 2015-02-16 JULIE S KLEWER CPA P00343046 5205450500 2015-02-16 2013 2016-02-25 16:41:14Z BARBARA R LEVY 2175 N SIXTH AVE TUCSON AZ 85705 6136368 false X WWW.TUCSONSYMPHONY.ORG X 1959 AZ THE MISSION OF THE TUCSON SYMPHONY IS TO TRANSFORM LIVES THROUGH MUSIC. 33 33 227 275 0 1338981 2173264 2261143 2153146 176355 379120 132873 126162 3909352 4831692 0 0 2468347 2653922 61691 338791 1654614 1955590 4122961 4671203 -213609 160489 6022691 6538536 1909974 2115565 4112717 4422971 THE MISSION OF THE TUCSON SYMPHONY IS TO TRANSFORM LIVES THROUGH MUSIC. false false 3270383 1888384 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 PUBLIC; TO CONDUCT AN EDUCATION PROGRAM THAT WILL INFORM, INSPIRE AND ENGAGE THE CHILDREN OF TUCSON WHILE HELPING THEM IMPROVE THEIR CRITICAL THINKING SKILLS AT THE SAME TIME AS THEY ENJOY A NEW MUSIC EXPERIENCE; TO ENGAGE STUDENTS OF MUSIC AND MUSIC COMPOSITION; AND TO AFFORD A CHALLENGING AND INSPIRING EXPERIENCE TO THE MUSICIANS OF THE ORCHESTRA. 445961 278242 TSO EDUCATION AND COMMUNITY ENGAGEMENT ACTIVITIES REACH MORE THAN 59,000 PEOPLE ANNUALLY. PROGRAMS REACH MORE THAN 39,000 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. 3716344 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 false false false false false false false false false false false false false false false false false false true 48 0 true 227 true false false false false true true true true false false false false false false X 33 33 true false false false false false false true true false true true true true true true true true true true false AZ X ROBERT JENNENS 5207929155 2175 N 6TH AVENUE TUCSON AZ 857055606 GEORGE MIRABEN SECRETARY 5.00 X X 0 0 0 BARBARA LEVY CHAIR 10.00 X X 0 0 0 JOHN E 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 SUSIE CHRISTY TRUSTEE 5.00 X 0 0 0 NANCY J MARCH TRUSTEE 5.00 X 0 0 0 MEREDITH K MARDER VICE-CHAIR 5.00 X X 0 0 0 ALAN HERSHOWITZ TRUSTEE 5.00 X 0 0 0 JAMES J GLASSER TRUSTEE 5.00 X 0 0 0 BRINA L GRUSIN TRUSTEE 5.00 X 0 0 0 KATHY HEBB VICE CHAIR 5.00 X X 0 0 0 TANYA MILLER TRUSTEE 5.00 X 0 0 0 MATT P MILNER TRUSTEE 5.00 X 0 0 0 TOM JOHNSON TRUSTEE 5.00 X 0 0 0 BONNIE KAMPA VICE CHAIR 5.00 X X 0 0 0 JOHN J PALMER TRUSTEE 5.00 X 0 0 0 HANK PECK 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 INTERIM CEO 5.00 X X 0 0 0 NINA TRASOFF TRUSTEE 5.00 X 0 0 0 BILL WESTCOTT TRUSTEE 5.00 X 0 0 0 PATRICIA BJORHOVDE TRUSTEE 5.00 X 0 0 0 FRED BOGER TRUSTEE 5.00 X 0 0 0 MICHAEL S BYLSMA TRUSTEE 5.00 X 0 0 0 DAVID CARNEY TREASURER 5.00 X X 0 0 0 MARK DEBENEDETTI TRUSTEE 5.00 X 0 0 0 CECILE L FOLLANSBEE TRUSTEE 5.00 X 0 0 0 AUTUMN VAN DEN BERG TRUSTEE 5.00 X 0 0 0 CARL BOWSER TRUSTEE 5.00 X 0 0 0 ANDREW BIRGENSMITH PRESIDENT & 50.00 X 121289 0 0 ROBERT JENNENS CFO 50.00 X 67884 0 0 GEORGE HANSON MUSIC DIRECT 40.00 X 123700 0 2366 312873 2366 2 false false false 2173264 6614 2173264 TICKET SALES 711130 1874904 1874904 EDUC AND COMMUNITY ENGAGEMENT 711130 278242 278242 2153146 98771 98771 1534484 1254135 280349 280349 280349 157768 45086 112682 112682 13201 5455 7746 7746 MISCELLANEOUS 5734 5734 5734 4831692 2166626 491802 209336 47374 115981 45981 2090221 1835925 151407 102889 189285 178751 10534 165080 133449 20561 11070 5458 5458 18015 18015 61691 61691 18289 18289 11884 9113 2771 145907 145907 361841 304851 20474 36516 65119 37245 13203 14671 189265 148606 40659 16642 11488 4664 490 6240 2752 3488 38484 38484 94850 94850 8722 8722 OUTSIDE ARTISTIC PRDCT 542609 542609 OPERATING EXPENSES 151438 86273 11500 53665 MUSIC RENTAL/LICENSING 151359 151359 SOUND AND LIGHTING 68212 68212 61256 12430 47542 1284 4671203 3716344 616068 338791 141898 57906 789150 218818 457546 1119361 88805 63275 81076 65433 2396407 1534049 886317 862358 3381299 3954785 196600 196600 6022691 6538536 213753 257703 1132961 1052630 563260 805232 1909974 2115565 X -176461 -88289 627599 917406 3661579 3593854 4112717 4422971 6022691 6538536 X 160489 149765 X false true X true false X 1272310 1412959 1743138 1338981 2173264 7940652 1272310 1412959 1743138 1338981 2173264 7940652 860531 7080121 81365 116196 90648 97861 98771 484841 8126 17533 18567 11272 5734 61232 8486725 11485816 0.83430 0.91820 X PART II, LINE 10 OTHER INCOME 61,232 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4202398 511260 610152 4103506 4073223 30405 303770 205000 4202398 4639759 100000 -23961 642575 4073233 3987845 83430 568484 4639759 3857685 -52931 369091 186000 3987845 0.88000 0.12000 false false 13300 13300 1265140 723320 541820 632433 555931 76502 485534 254798 230736 862358 X 4993268 149765 30100 179865 4813403 18289 18289 4831692 4683014 30100 30100 4652914 18289 18289 4671203 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 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 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 TAX POSITIONS. AS OF JUNE 30, 2014, THERE WERE NO UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. false false false 157768 35000 10086 true 0.75000 157768 35000 10086 45086 112682 AZ false THE STATE OF ARIZONA DOES NOT REQUIRE A LICENSE FOR CHARITABLE false true false 0.50000 0.50000 ROBERT JENNENS 2175 N 6TH AVENUE TUCSON AZ 857055606 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. INTERNS ARE GENERALLY UNIVERSITY OF ARIZONA STUDENTS WHO VOLUNTEER THEIR TIME TO THE ORGANIZATION FOR A SEMESTER OR MORE IN RETURN FOR COURSE CREDIT. 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 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. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR THE PRESIDENT AND MUSIC DIRECTOR IS DETERMINED AND/OR REVIEWED BY A 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. 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 NET ASSETS WERE RECLASSIFIED AS OF JUNE 30, 2013 TO PROPERLY REFLECT THE CLASSIFICATION OF TEMPORARILY RESTRICTED NET ASSETS. THE PREVIOUSLY REPORTED TEMPORARILY RESTRICTED NET ASSET BALANCE AT JUNE 30, 2013, OF 1,326,438 HAS BEEN RECLASSIFIED TO 1,175,924. THIS RESTATEMENT REPRESENTS A 201,675 INCREASE IN TEMPORARILY RESTRICTED NET ASSETS WITH A CORRESPONDING DECREASE TO UNRESTRICTED NET ASSETS. THIS RECLASSIFICATION ALSO AFFECTED THE REPORTING OF "PRIOR YEAR" AND "TWO YEARS BACK" ENDOWMENT FUNDS ON SCHEDULE D.