2013-02-12T17:41:34-06:00 2012-06-30 LUDWIG KLEWER & CO PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2011-07-01 860107538 TUCSON SYMPHONY SOCIETY TUCS 5207929155 2175 NORTH SIXTH AVE TUCSON AZ 857055606 ROBERT JENNENS 5207929155 2013-02-09 JULIE S KLEWER CPA 5205450500 2013-02-09 2011 2016-03-07 17:11:31Z BARBARA R LEVY 2175 N SIXTH AVE TUCSON AZ 85705 5609567 false X WWW.TUCSONSYMPHONY.ORG X 1959 AZ THE MISSION OF THE TUCSON SYMPHONY IS TO TRANSFORM LIVES THROUGH MUSIC. 30 30 196 275 0 1412959 1743138 2157518 2186485 136415 218611 143789 141990 3850681 4290224 0 0 2027407 2326939 0 1028337 1573324 1600427 3600731 3927366 249950 362858 5959082 6104714 1960155 1977109 3998927 4127605 THE MISSION OF THE TUCSON SYMPHONY IS TO TRANSFORM LIVES THROUGH MUSIC. false false 1672869 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. 521646 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. 2194515 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 true false false false false false false false false true 1 0 true 196 true false false false false true true true true false false false false false false X 30 30 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 CHERYL MOOSE 5.00 X X 58446 0 2148 ANDREW BIRGENSMITH 40.00 X X 43400 0 895 ERWIN KRATZ 5.00 X 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 5.00 X 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 LOIS BLOOM 1.00 X 0 0 0 SUSIE CHRISTY 1.00 X 0 0 0 PENNY DAVID 1.00 X 0 0 0 CAMILLE COYLE 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 1.00 X 0 0 0 GIB RAYMOND 1.00 X 0 0 0 TRAVIS HUTCHISON 1.00 X 0 0 0 TOM JOHNSON 1.00 X 0 0 0 BONNIE KAMPA 5.00 X X 0 0 0 JOHN F KOFRON 1.00 X 0 0 0 MAGGIE KOSINSKI 1.00 X 0 0 0 FRANCES RICHARDSON 1.00 X 0 0 0 ROASLIE DAVIS 1.00 X 0 0 0 MARILYN STEELE 1.00 X 0 0 0 KEN SWAIMAN 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 GEORGE HANSON 40.00 X 121008 0 7548 222854 10591 1 false false false TUCSON CONVENTION CENTER 260 S CHURCH AVE TUCSON AZ 85701 FACILITIES 118379 1 50768 1692370 143652 1743138 TICKET SALES 711130 1798089 1798089 EDUC AND COMMUNITY ENGAGEMENT 711130 388396 388396 2186485 90648 90648 1391169 3160 1255036 11330 136133 -8170 127963 -8170 136133 176400 52977 123423 123423 MISCELLANEOUS 711130 18567 18567 18567 4290224 10397 2536689 167418 42167 83084 42167 1861357 1314797 49404 497156 137423 104238 21902 11283 160741 108643 9749 42349 115189 5892 84417 24880 1961 1961 13545 13545 16582 16582 18668 4397 14271 150317 150317 147269 22943 13063 111263 85111 2300 48031 34780 67984 67984 9857 8711 700 446 52857 52857 90179 90179 11229 11229 OUTSIDE ARTISTIC PRDCT 475520 475520 OPERATING EXPENSES 230334 52005 65040 113289 LICENSES/ FEES 47665 39252 8114 299 MISCELLANEOUS 36320 13650 22562 108 29840 29840 3927366 2194515 704514 1028337 362317 397317 1027355 755688 208129 462608 99051 85706 68755 91079 2246297 1349386 792485 896911 3285988 3292920 115002 122485 5959082 6104714 141183 166635 1090611 1120628 728361 689846 1960155 1977109 X -1237960 -156616 2083219 1205553 3153668 3078668 3998927 4127605 5959082 6104714 X 362858 -234180 X false true true X false X 1891591 1629664 1272310 1412959 1743138 7949662 1891591 1629664 1272310 1412959 1743138 7949662 91507 7858155 9958 118447 81365 116196 90648 416614 45016 44907 8126 17533 18567 134149 8500425 9445247 0.92440 0.86420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false 4639759 100000 -23961 777289 3938509 3987845 83430 568484 4639759 3857685 -52931 369091 186000 3987845 0.22000 0.78000 false false false 1235107 636721 598386 594716 504526 90190 416474 208139 208335 896911 4290224 3927366 362858 -234180 -234180 128678 4127362 -234180 87880 -146300 4273662 16562 16562 4290224 3998684 87880 87880 3910804 16562 16562 3927366 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. false false 176400 4000 36250 12727 true 0.99000 176400 4000 36250 12727 52977 123423 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 MUSICAL INSTR. 1 111000 FAIR MARKET VALUE X SMALL EQUIP. 2 31052 FAIR MARKET VALUE X OIL LEASE 1 1600 FAIR MARKET VALUE false false false SUPPLEMENTAL INFORMATION SCHEDULE M, PAGE 2, PART II PART I, COLUMN (B), ORGANIZATIONS IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. 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