2014-01-28T09:16:52-06:00 2013-06-30 LUDWIG KLEWER & CO PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2012-07-01 860107538 TUCSON SYMPHONY SOCIETY TUCS 5207929155 2175 N SIXTH AVE TUCSON AZ 85705 ROBERT JENNENS 5207929155 2014-01-27 false JULIE S KLEWER CPA 5205450500 2014-01-27 2012 2015-11-30 17:44:51Z BARBARA R LEVY 2175 N SIXTH AVE TUCSON AZ 85705 4760700 false X WWW.TUCSONSYMPHONY.ORG X 1959 AZ THE MISSION OF THE TUCSON SYMPHONY IS TO TRANSFORM LIVES THROUGH MUSIC. 32 31 212 275 0 1743138 1338981 2186485 2261143 218611 176355 141990 132873 4290224 3909352 0 0 2326939 2468347 0 343563 1600427 1654614 3927366 4122961 362858 -213609 6104714 6022691 1977109 1909974 4127605 4112717 THE MISSION OF THE TUCSON SYMPHONY IS TO TRANSFORM LIVES THROUGH MUSIC. false false 3243913 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. TSO EDUCATION AND COMMUNITY ENGAGEMENT ACTIVITIES REACH MORE THAN 59,000 PEOPLE ANNUALLY. PROGRAMS REACH MORE THAN 37,000 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. 3243913 true true false false false false false false false true true false false false false true true false false false false false false false false true false false false false false false false false false false false false true false false false false false false false false true 1 0 true 212 true false false false false true true true true false false false false false false X 32 31 true false false false true true 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 ANDREW BIRGENSMITH 40.00 X X 109217 0 1643 JENNIFER HARRIS 1.00 X 0 0 0 GEORGE MIRABEN 5.00 X X 0 0 0 BARBARA LEVY 5.00 X X 0 0 0 JOHN E WAHL 1.00 X 0 0 0 JANET DAVIS 5.00 X X 0 0 0 HOWARD STEELE 1.00 X 0 0 0 MICHAEL BECKER 1.00 X 0 0 0 ADRIENNE KNOLL 1.00 X 0 0 0 SUSIE CHRISTY 1.00 X 0 0 0 NANCY J MARCH 1.00 X 0 0 0 MEREDITH K MARDER 1.00 X 0 0 0 ALAN HERSHOWITZ 1.00 X 0 0 0 JAMES J GLASSER 1.00 X 0 0 0 BRINA L GRUSIN 1.00 X 0 0 0 KATHY HEBB 5.00 X X 0 0 0 TANYA MILLER 1.00 X 0 0 0 MATT P MILNER 1.00 X 0 0 0 TOM JOHNSON 1.00 X 0 0 0 BONNIE KAMPA 5.00 X X 0 0 0 JOHN J PALMER 1.00 X 0 0 0 HANK PECK 1.00 X 0 0 0 COPPELIA SAMAHA 1.00 X 0 0 0 PETER SMITH 1.00 X 0 0 0 MARILYN STEELE 1.00 X 0 0 0 JAVIER VELEZ 1.00 X 0 0 0 GEORGE STEELE 1.00 X 0 0 0 NINA TRASOFF 1.00 X 0 0 0 WILLIAM WESTCOTT 1.00 X 0 0 0 PAT BJORHOVDE 5.00 X X 0 0 0 WYNNE RIFE 1.00 X 0 0 0 FREDERICK R BOGER 1.00 X 0 0 0 MICHAEL S BYLSMA 1.00 X 0 0 0 DAVID C CARNEY 1.00 X 0 0 0 MARK DEBENEDETTI 1.00 X 0 0 0 MICHAEL FAN 1.00 X 0 0 0 CECILE L FOLLANSBEE 1.00 X 0 0 0 VIKKI WILLIAMS 1.00 X 0 0 0 CHERYL MOOSE 40.00 X 58304 0 2133 ROBERT JENNENS 40.00 X 33348 0 0 GEORGE HANSON 40.00 X 121236 0 1529 322105 5305 2 false false false 1338981 48693 1338981 TICKET SALES 711130 1901790 1901790 EDUC AND COMMUNITY ENGAGEMENT 711130 359353 359353 2261143 97861 97861 874889 796395 78494 78494 78494 176554 54953 121601 121601 MISCELLANEOUS 11272 11272 11272 3909352 2350909 219462 179468 36400 106668 36400 2006842 1726710 70532 209600 124583 102948 16190 5445 157454 121124 22350 13980 43000 29000 14000 3663 3663 16765 16765 19123 17639 1484 13613 9793 3820 149707 149707 113063 71451 28208 13404 71103 26073 25566 19464 142388 111426 30962 3940 571 1787 1582 42639 42639 89822 89822 9744 1735 8009 OUTSIDE ARTISTIC PRDCT 759822 724701 9123 25998 OPERATING EXPENSES 130911 102283 16219 12409 LICENSES/ FEES 40164 28641 11523 RECRUITING 5147 1350 3797 4122961 3243913 535485 343563 397317 141898 755688 789150 462608 457546 85706 88805 91079 81076 2325527 1439210 896911 886317 3292920 3381299 122485 196600 6104714 6022691 166635 213753 1120628 1132961 689846 563260 1977109 1909974 X -277501 -176461 1326438 627599 3078668 3661579 4127605 4112717 6104714 6022691 -213609 143729 -19123 74115 X true true X true false X 1629664 1272310 1412959 1743138 1338981 7397052 1629664 1272310 1412959 1743138 1338981 7397052 49961 7347091 118447 81365 116196 90648 97861 504517 44907 8126 17533 18567 11272 100405 8001974 11706390 0.91820 0.92440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3804707 30405 303770 484809 3654073 4639759 100000 -23961 911091 3804707 3987845 83430 568484 4639759 3857685 -52931 369091 186000 3987845 1.00000 false false 13300 13300 1243888 680451 563437 644430 527226 117204 423909 231533 192376 886317 X 4173992 143729 65919 74115 283763 3890229 19123 19123 3909352 4188880 65919 65919 4122961 4122961 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S ENDOWMENTS CONSIST OF TEN INDIVIDUAL DONOR ESTABLISHED FUNDS. ALL FUNDS HAVE THE INTENDED USE THAT ANY INVESTMENT EARNINGS BE USED TO CARRY ON THE PRINCIPLE ACTIVITIES OF THE ORGANIZATION. LIABILITY UNDER FIN 48 FOOTNOTE 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 TAX POSITIONS. AS OF JUNE 30, 2013, THERE WERE NO UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D REMAINDER TRUST 74,115 false false 176554 35500 51 19402 true 0.99000 176554 35500 51 19402 54953 121601 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 X 1 24998 FAIR MARKET VALUE X SUPPLIES, EQUIP 2 23695 FAIR MARKET VALUE false false false EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS 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. RECENTLY, INTERNS HAVE WORKED IN CONCERT PRODUCTION AND IN EDUCATION PROGRAM PRODUCTION. OTHER VOLUNTEERS HELP WITH FUNDRAISERS, COMMUNITY AWARENESS, SINGING IN OUR CHORUS, AND OTHER ACTIVITIES THAT BENEFIT TSO. RELATED PARTY INFORMATION AMONG OFFICERS FORM 990, PAGE 6, PART VI, LINE 2 HOWARD STEELE MARILYN STEELE MARRIED CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PAGE 6, PART VI, LINE 6 YES. THE ORGANIZATION HAS MEMBERS. ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS ELECT DIRECTORS AT THE ANNUAL MEMBERSHIP MEETING EACH JUNE ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 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 BY THE CFO AND AUDITORS. ENFORCEMENT OF CONFLICTS POLICY 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 COMPENSATION PROCESS FOR TOP OFFICIAL 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. COMPENSATION PROCESS FOR OFFICERS 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. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION 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 RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 REMAINDER TRUST 74,115