TUCSON SYMPHONY SOCIETY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: TUCSON SYMPHONY SOCIETY (EIN 86-0107538)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-02-12
IRS object ID: 201320439349301772
Schema version: 2011v1.5
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-02-12T17:41:34-06:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUDWIG KLEWER & CO PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	4783 E CAMP LOWELL DR	AddressLine1
City	TUCSON	City
State	AZ	State
ZIP Code	85712	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	860107538	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	TUCSON SYMPHONY SOCIETY	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	TUCS	NameControl
Phone	5207929155	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2175 NORTH SIXTH AVE	AddressLine1
City	TUCSON	City
State	AZ	State
ZIP Code	857055606	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ROBERT JENNENS	Name
Title	CHIEF FINANCIAL OFFICER/HR	Title
Phone	5207929155	Phone
Date Signed	2013-02-09	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JULIE S KLEWER CPA	Name
Phone	5205450500	Phone
Date Prepared	2013-02-09	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	BARBARA R LEVY	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	2175 N SIXTH AVE	AddressLine1
City	TUCSON	City
State	AZ	State
ZIP Code	85705	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	5609567	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.TUCSONSYMPHONY.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1959	YearFormation
State Legal Domicile	AZ	StateLegalDomicile
Activity Or Mission Description	THE MISSION OF THE TUCSON SYMPHONY IS TO TRANSFORM LIVES THROUGH MUSIC.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	30	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	30	NbrIndependentVotingMembers
Total Nbr Employees	196	TotalNbrEmployees
Total Nbr Volunteers	275	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	1412959	ContributionsGrantsPriorYear
Contributions Grants Current Year	1743138	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	2157518	ProgramServiceRevenuePriorYear
Program Service Revenue CY	2186485	ProgramServiceRevenueCY
Investment Income Prior Year	136415	InvestmentIncomePriorYear
Investment Income Current Year	218611	InvestmentIncomeCurrentYear
Other Revenue Prior Year	143789	OtherRevenuePriorYear
Other Revenue Current Year	141990	OtherRevenueCurrentYear
Total Revenue Prior Year	3850681	TotalRevenuePriorYear
Total Revenue Current Year	4290224	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	2027407	SalariesEtcPriorYear
Salaries Etc Current Year	2326939	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	1028337	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1573324	OtherExpensePriorYear
Other Expenses Current Year	1600427	OtherExpensesCurrentYear
Total Expenses Prior Year	3600731	TotalExpensesPriorYear
Total Expenses Current Year	3927366	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	249950	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	362858	RevenuesLessExpensesCY
Total Assets BOY	5959082	TotalAssetsBOY
Total Assets EOY	6104714	TotalAssetsEOY
Total Liabilities BOY	1960155	TotalLiabilitiesBOY
Total Liabilities EOY	1977109	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	3998927	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	4127605	NetAssetsOrFundBalancesEOY
Mission Description	THE MISSION OF THE TUCSON SYMPHONY IS TO TRANSFORM LIVES THROUGH MUSIC.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	1672869	Expense
Description	THE TUCSON SYMPHONY SOCIETY'S PURPOSE IS TO SPONSOR THE TUCSON SYMPHONY ORCHESTRA SO THAT IT MAY RENDER SYMPHONIC MUSIC IN AN ARTISTIC MANNER FOR THE MUSIC-LOVING PUBLIC; TO REVEAL THE YOUTH OF TUCSON THE BEAUTIES OF SYMPHONIC MUSIC AND THE POSSIBILITIES OF SYMPHONIC INSTRUMENTS; TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR STUDENTS OF MUSIC; AND TO AFFORD PLEASURE TO THE ORCHESTRA MEMBERS THEMSELVES.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	521646	Expense
Description	TSO EDUCATION AND COMMUNITY ENGAGEMENT ACTIVITIES REACH MORE THAN 69,000 PEOPLE ANNUALLY. PROGRAMS REACH MORE THAN 35,000 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.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	2194515	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	true	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	true	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	1	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	196	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	true	NonDeductibleContributions
Non Deductible Disclosure	true	NonDeductibleDisclosure
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	30	NbrVotingGoverningBodyMembers
Number Independent Voting Members	30	NumberIndependentVotingMembers
Family Or Business Relationship	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	true	LocalChapters
Policies Reference Chapters	true	PoliciesReferenceChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	AZ	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	ROBERT JENNENS	NamePerson
Telephone Number	5207929155	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2175 N 6TH AVENUE	AddressLine1
City	TUCSON	City
State	AZ	State
ZIP Code	857055606	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (33 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Highest Compensated EmployeeHighestCompensatedEmployee
CHERYL MOOSE
DIRECTOR OF	5.00	X	X	58446	0	2148
ANDREW BIRGENSMITH
EXECUTIVE DI	40.00	X	X	43400	0	895
ERWIN KRATZ
PAST PRESIDE	5.00	X	X	0	0	0
GEORGE MIRABEN
FIRST VICE P	5.00	X	X	0	0	0
BARBARA LEVY
PRESIDENT	5.00	X	X	0	0	0
JOHN E WAHL
SECRETARY	5.00	X	X	0	0	0
JANET DAVIS
TREASURER	5.00	X	X	0	0	0
HOWARD STEELE
TRUSTEE	1.00	X		0	0	0
MICHAEL BECKER
TRUSTEE	1.00	X		0	0	0
LOIS BLOOM
TRUSTEE	1.00	X		0	0	0
SUSIE CHRISTY
TRUSTEE	1.00	X		0	0	0
PENNY DAVID
TRUSTEE	1.00	X		0	0	0
CAMILLE COYLE
TRUSTEE	1.00	X		0	0	0
ALAN HERSHOWITZ
TRUSTEE	1.00	X		0	0	0
JAMES J GLASSER
TRUSTEE	1.00	X		0	0	0
BRINA L GRUSIN
TRUSTEE	1.00	X		0	0	0
KATHY HEBB
TRUSTEE	1.00	X		0	0	0
GIB RAYMOND
TRUSTEE	1.00	X		0	0	0
TRAVIS HUTCHISON
TRUSTEE	1.00	X		0	0	0
TOM JOHNSON
TRUSTEE	1.00	X		0	0	0
BONNIE KAMPA
CHAIR TRUSTE	5.00	X	X	0	0	0
JOHN F KOFRON
TRUSTEE	1.00	X		0	0	0
MAGGIE KOSINSKI
TRUSTEE	1.00	X		0	0	0
FRANCES RICHARDSON
TRUSTEE	1.00	X		0	0	0
ROASLIE DAVIS
TRUSTEE	1.00	X		0	0	0
MARILYN STEELE
TRUSTEE	1.00	X		0	0	0
KEN SWAIMAN
TRUSTEE	1.00	X		0	0	0
GEORGE STEELE
TRUSTEE	1.00	X		0	0	0
NINA TRASOFF
TRUSTEE	1.00	X		0	0	0
WILLIAM WESTCOTT
TRUSTEE	1.00	X		0	0	0
PAT BJORHOVDE
VP DEVELOPME	5.00	X	X	0	0	0
WYNNE RIFE
TRUSTEE	1.00	X		0	0	0
GEORGE HANSON
MUSIC DIRECT	40.00			121008	0	7548	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	222854	TotalReportableCompFromOrg
Total Other Compensation	10591	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	TUCSON CONVENTION CENTER	BusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	260 S CHURCH AVE	AddressLine1
City	TUCSON	City
State	AZ	State
ZIP Code	85701	ZIPCode

Field	Value	IRS element (for citing)
Description Of Services	FACILITIES	DescriptionOfServices
Compensation	118379	Compensation

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	1	NumberOfContractorsGT100K
Government Grants	50768	GovernmentGrants
All Other Contributions	1692370	AllOtherContributions
Noncash Contributions	143652	NoncashContributions
Total Contributions	1743138	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	ExclusionExclusionAmount
TICKET SALES	711130	1798089	$1,798,089
EDUC AND COMMUNITY ENGAGEMENT	711130	388396	$388,396

Field	Value	IRS element (for citing)
Total Program Service Revenue	2186485	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	90648	TotalRevenueColumn
Exclusion	$90,648	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1391169	Securities
Other	3160	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1255036	Securities
Other	11330	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	136133	Securities
Other	-8170	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	127963	TotalRevenueColumn
Related Or Exempt Function Income	-8170	RelatedOrExemptFunctionIncome
Exclusion	$136,133	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Gaming	176400	GrossIncomeGaming
Gaming Direct Expenses	52977	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	123423	TotalRevenueColumn
Exclusion	$123,423	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS	Description
Business Code	711130	BusinessCode
Total Revenue Column	18567	TotalRevenueColumn
Related Or Exempt Function Income	18567	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	18567	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	4290224	TotalRevenueColumn
Related Or Exempt Function Income	10397	RelatedOrExemptFunctionIncome
Exclusion	$2,536,689	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	167418	Total
Program Services	42167	ProgramServices
Management And General	83084	ManagementAndGeneral
Fundraising	42167	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	1861357	Total
Program Services	1314797	ProgramServices
Management And General	49404	ManagementAndGeneral
Fundraising	497156	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	137423	Total
Program Services	104238	ProgramServices
Management And General	21902	ManagementAndGeneral
Fundraising	11283	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	160741	Total
Program Services	108643	ProgramServices
Management And General	9749	ManagementAndGeneral
Fundraising	42349	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	115189	Total
Program Services	5892	ProgramServices
Management And General	84417	ManagementAndGeneral
Fundraising	24880	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	1961	Total
Management And General	1961	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	13545	Total
Management And General	13545	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	16582	Total
Management And General	16582	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	18668	Total
Program Services	4397	ProgramServices
Management And General	14271	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	150317	Total
Fundraising	150317	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	147269	Total
Program Services	22943	ProgramServices
Management And General	13063	ManagementAndGeneral
Fundraising	111263	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	85111	Total
Program Services	2300	ProgramServices
Management And General	48031	ManagementAndGeneral
Fundraising	34780	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	67984	Total
Management And General	67984	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	9857	Total
Program Services	8711	ProgramServices
Management And General	700	ManagementAndGeneral
Fundraising	446	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	52857	Total
Management And General	52857	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	90179	Total
Management And General	90179	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	11229	Total
Management And General	11229	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
OUTSIDE ARTISTIC PRDCT	475520	475520
OPERATING EXPENSES	230334	52005	65040	113289
LICENSES/ FEES	47665	39252	8114	299
MISCELLANEOUS	36320	13650	22562	108

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	29840	Total
Management And General	29840	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	3927366	Total
Program Services	2194515	ProgramServices
Management And General	704514	ManagementAndGeneral
Fundraising	1028337	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	362317	BOY
EOY	397317	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1027355	BOY
EOY	755688	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	208129	BOY
EOY	462608	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	99051	BOY
EOY	85706	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	68755	BOY
EOY	91079	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	2246297	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1349386	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	792485	BOY
EOY	896911	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	3285988	BOY
EOY	3292920	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	115002	BOY
EOY	122485	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	5959082	BOY
EOY	6104714	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	141183	BOY
EOY	166635	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	1090611	BOY
EOY	1120628	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	728361	BOY
EOY	689846	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1960155	BOY
EOY	1977109	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	-1237960	BOY
EOY	-156616	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2083219	BOY
EOY	1205553	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	3153668	BOY
EOY	3078668	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	3998927	BOY
EOY	4127605	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	5959082	BOY
EOY	6104714	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	362858	ReconcilationRevenueExpenses
Reconcilation Other Changes	-234180	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1891591	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1629664	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1272310	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1412959	CurrentTaxYearMinus1Year
Current Tax Year	1743138	CurrentTaxYear
Total	7949662	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1891591	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1629664	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1272310	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1412959	CurrentTaxYearMinus1Year
Current Tax Year	1743138	CurrentTaxYear
Total	7949662	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	91507	AmountsSubstContributorsTotal
Public Support Total170	7858155	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	9958	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	118447	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	81365	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	116196	CurrentTaxYearMinus1Year
Current Tax Year	90648	CurrentTaxYear
Total	416614	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	45016	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	44907	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	8126	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	17533	CurrentTaxYearMinus1Year
Current Tax Year	18567	CurrentTaxYear
Total	134149	Total

Field	Value	IRS element (for citing)
Total Support	8500425	TotalSupport
Gross Receipts From Admissions Etc	9445247	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.92440	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.86420	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	4639759	BeginningOfYearBalance
Contributions	100000	Contributions
Investment Earnings Or Losses	-23961	InvestmentEarningsOrLosses
Other Expenditures	777289	OtherExpenditures
End Of Year Balance	3938509	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	3987845	BeginningOfYearBalance
Contributions	83430	Contributions
Investment Earnings Or Losses	568484	InvestmentEarningsOrLosses
End Of Year Balance	4639759	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	3857685	BeginningOfYearBalance
Contributions	-52931	Contributions
Investment Earnings Or Losses	369091	InvestmentEarningsOrLosses
Other Expenditures	186000	OtherExpenditures
End Of Year Balance	3987845	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.22000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.78000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1235107	OtherCostOrOtherBasis
Depreciation	636721	Depreciation
Book Value	598386	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	594716	OtherCostOrOtherBasis
Depreciation	504526	Depreciation
Book Value	90190	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	416474	OtherCostOrOtherBasis
Depreciation	208139	Depreciation
Book Value	208335	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	896911	TotalOfBookValueLandBuildings
Total Revenue	4290224	TotalRevenue
Total Expenses	3927366	TotalExpenses
Excess Or Deficit For Year	362858	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-234180	NetUnrealizedGLOnInvestments
Total Adjustments	-234180	TotalAdjustments
Excess Or Deficit Per FS	128678	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	4127362	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-234180	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	87880	DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990	-146300	RevenueNotRptdF990
Revenue Subtotal	4273662	RevenueSubtotal
Investment Expenses Not Included	16562	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	16562	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	4290224	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	3998684	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	87880	DonatedServicesUseOfFacilities
Expenses Not Rptd F990	87880	ExpensesNotRptdF990
Expenses Subtotal	3910804	ExpensesSubtotal
Investment Expenses Not Included2	16562	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	16562	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	3927366	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
INTENDED USES FOR ENDOWMENT FUNDS	SCHEDULE D, PAGE 2, PART V, LINE 4	THE ORGANIZATION'S ENDOWMENTS CONSIST OF 8 SEPARATE DONOR ESTABLISHED FUNDS AND AN ADDITIONAL FUND ESTABLISHED BY MANAGEMENT. ALL FUNDS HAVE THE INTENDED USE OF ANY INVESTMENT EARNINGS TO CARRY ON THE PRINCIPLE ACTIVITIES OF THE ORGANIZATION.
LIABILITY UNDER FIN 48 FOOTNOTE	SCHEDULE D, PAGE 3, PART X	MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL.

Schedule G IRS990ScheduleG

Gaming Information GamingInformation

Field	Value	IRS element (for citing)
Volunteer Labor Bingo	false	VolunteerLaborBingo
Volunteer Labor Pull Tabs	false	VolunteerLaborPullTabs
Gross Revenue Other Gaming	176400	GrossRevenueOtherGaming
Cash Prizes Other Gaming	4000	CashPrizesOtherGaming
Non Cash Prizes Other Gaming	36250	NonCashPrizesOtherGaming
Other Direct Expenses Other Gaming	12727	OtherDirectExpensesOtherGaming
Volunteer Labor Other Gaming	true	VolunteerLaborOtherGaming
Volunteer Labor Prcnt Other Gaming	0.99000	VolunteerLaborPrcntOtherGaming
Gross Revenue Total Gaming	176400	GrossRevenueTotalGaming
Cash Prizes Total Gaming	4000	CashPrizesTotalGaming
Non Cash Prizes Total Gaming	36250	NonCashPrizesTotalGaming
Other Direct Expenses Total Gaming	12727	OtherDirectExpensesTotalGaming
Direct Expense Summary Gaming	52977	DirectExpenseSummaryGaming
Net Gaming Income Summary	123423	NetGamingIncomeSummary

Field	Value	IRS element (for citing)
States Where Gaming Conducted	AZ	StatesWhereGamingConducted
Licensed	false	Licensed
Explanation If No	THE STATE OF ARIZONA DOES NOT REQUIRE A LICENSE FOR CHARITABLE	ExplanationIfNo
License Suspended Etc	false	LicenseSuspendedEtc
Gaming With Nonmembers	true	GamingWithNonmembers
Member Of Other Entity	false	MemberOfOtherEntity
Percentage Of Gaming Own Facility	0.50000	PercentageOfGamingOwnFacility
Percentage Of Gaming Othr Facility	0.50000	PercentageOfGamingOthrFacility
Name Of Gaming Rec Keeper Person	ROBERT JENNENS	NameOfGamingRecKeeperPerson

Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS

Field	Value	IRS element (for citing)
Address Line1	2175 N 6TH AVENUE	AddressLine1
City	TUCSON	City
State	AZ	State
ZIP Code	857055606	ZIPCode

Field	Value	IRS element (for citing)
Contract With3rd Party For Gam Rev	false	ContractWith3rdPartyForGamRev
Charitable Distrib Required	false	CharitableDistribRequired

Schedule M IRS990ScheduleM

Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	MUSICAL INSTR.	1	111000	FAIR MARKET VALUE
X	SMALL EQUIP.	2	31052	FAIR MARKET VALUE
X	OIL LEASE	1	1600	FAIR MARKET VALUE

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	SUPPLEMENTAL INFORMATION	Identifier
Return Reference	SCHEDULE M, PAGE 2, PART II	ReturnReference
Explanation	PART I, COLUMN (B), ORGANIZATIONS IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
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
ADDITIONAL INFORMATION	FORM 990, PART XI	LINE 5, UNREALIZED LOSS ON INVESTMENTS 234,180