PHOENIX SYMPHONY ASSOCIATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PHOENIX SYMPHONY ASSOCIATION (EIN 86-6000134)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201111339349304566
- Schema version
- 2009v1.7
- 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 J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T14:53:18-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 N Central Ave Ste 300 | AddressLine1 |
| City | Phoenix | City |
| State | AZ | State |
| ZIP Code | 85012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 866000134 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX SYMPHONY ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHOE | NameControl |
| Phone | 6024951117 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE N FIRST STREET STE 200 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Juli Russell | Name |
| Title | Director of Finance and Admin | Title |
| Date Signed | 2011-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6022646835 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JIM WARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE N FIRST STREET STE 200 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9184892 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | phoenixsymphony.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | TO EVOKe A PASSION FOR ORCHESTRAL MUSIC within the entire community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 234 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 4531498 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4184979 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4484447 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4649238 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 20237 | InvestmentIncomePriorYear |
| Investment Income Current Year | 47 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 277939 | OtherRevenuePriorYear |
| Other Revenue Current Year | 155295 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9314121 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8989559 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9468997 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7075838 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5940481 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 44000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 55000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 790109 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4550754 | OtherExpensePriorYear |
| Other Expenses Current Year | 3455110 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21139589 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9450591 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -11825468 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -461032 | RevenuesLessExpensesCY |
| Total Assets BOY | 2169431 | TotalAssetsBOY |
| Total Assets EOY | 1579280 | TotalAssetsEOY |
| Total Liabilities BOY | 5318345 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5189226 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -3148914 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -3609946 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO EVOKe A PASSION FOR ORCHESTRAL MUSIC within the entire community. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 6299057 | Expense |
| Revenue | 4649238 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 6299057 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | 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 | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | 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 | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 48 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 234 | 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 | false | NonDeductibleContributions |
| 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 |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | 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 | false | 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 | JULI RUSSELL | NamePerson |
| Telephone Number | 6024520430 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE N FIRST STREET STE 200 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 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 |
|---|---|---|---|---|---|---|---|
| BARBARA ANDERSON | |||||||
| DIRECTOR | 1.0 | X | |||||
| DONALD E BRANDT | |||||||
| DIRECTOR | 1.0 | X | |||||
| CAROLE ELLISON | |||||||
| DIRECTOR | 1.0 | X | |||||
| MICHAEL CASEY | |||||||
| DIRECTOR | 1.0 | X | |||||
| DR DRAKE DUANE | |||||||
| DIRECTOR | 1.0 | X | |||||
| SANDRA GIBSON | |||||||
| DIRECTOR | 1.0 | X | |||||
| CHUCK BERGINC | |||||||
| DIRECTOR | 1.0 | X | |||||
| KATHY HAAKE | |||||||
| SECRETARY | 1.0 | X | X | ||||
| JACK CLIFFORD | |||||||
| DIRECTOR | 1.0 | X | |||||
| JEANNE L HERBERGER PHD | |||||||
| DIRECTOR | 1.0 | X | |||||
| MICHAEL JOHNSON | |||||||
| DIRECTOR | 1.0 | X | |||||
| JOHN GRAHAM | |||||||
| DIRECTOR | 1.0 | X | |||||
| CA HOWLETT | |||||||
| BOARD CHAIR | 2.0 | X | X | ||||
| MAL JOZOFF | |||||||
| DIRECTOR | 2.0 | X | |||||
| JULIE PRUSAK | |||||||
| DIRECTOR | 1.0 | X | |||||
| LINDA MILLER | |||||||
| DIRECTOR | 1.0 | X | |||||
| ROGER R SMITH JR | |||||||
| DIRECTOR | 1.0 | X | |||||
| JOHN ZICARELLI | |||||||
| DIRECTOR | 1.0 | X | |||||
| CHRISTINE GUSTAFSON | |||||||
| DIRECTOR | 1.0 | X | |||||
| DAVID SELDEN | |||||||
| DIRECTOR | 5.0 | X | |||||
| FREDERICK R UNGER | |||||||
| DIRECTOR | 5.0 | X | |||||
| DOUG SCHEETZ | |||||||
| TREASURER | 2.0 | X | X | ||||
| DAVID R BORNEMANN | |||||||
| DIRECTOR | 1.0 | X | |||||
| LINDA HUNT | |||||||
| DIRECTOR | 1.0 | X | |||||
| JOHN C VRYHOFF | |||||||
| DIRECTOR | 1.0 | X | |||||
| NANCY LIVINGSTON | |||||||
| DIRECTOR | 1.0 | X | |||||
| MARYELLEN H GLEASON | |||||||
| PRESIDENT/CEO | 40.0 | X | 165787 | 0 | 5382 | ||
| JULI RUSSELL | |||||||
| director of finance | 40.0 | X | 82363 | 9231 | |||
| FRANK BOURGET | |||||||
| DIRECTOR OF DEVELOPMENT | 40.0 | 133088 | 15197 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 381238 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 29810 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL CHRISTIE IMG | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor | |
| Description Of Services | artistic consultant | DescriptionOfServices |
| Compensation | 229881 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 318720 | FundraisingEvents |
| Related Organizations | 553691 | RelatedOrganizations |
| Government Grants | 265452 | GovernmentGrants |
| All Other Contributions | 3047116 | AllOtherContributions |
| Noncash Contributions | 184198 | NoncashContributions |
| Total Contributions | 4184979 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET SALES | 711190 | 4024488 | 4024488 |
| FEE ENGAGEMENTS | 711190 | 624750 | 624750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4649238 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47 | TotalRevenueColumn |
| Exclusion | $47 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 218545 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 318720 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 116952 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101593 | TotalRevenueColumn |
| Exclusion | $101,593 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 120250 | GrossSalesOfInventory |
| Cost Of Goods Sold | 78381 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41869 | TotalRevenueColumn |
| Exclusion | $41,869 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 711190 | BusinessCode |
| Total Revenue Column | 11833 | TotalRevenueColumn |
| Exclusion | $11,833 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11833 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8989559 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4649238 | RelatedOrExemptFunctionIncome |
| Exclusion | $155,342 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274940 | Total |
| Program Services | 32148 | ProgramServices |
| Management And General | 151860 | ManagementAndGeneral |
| Fundraising | 90932 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4370648 | Total |
| Program Services | 3592655 | ProgramServices |
| Management And General | 474409 | ManagementAndGeneral |
| Fundraising | 303584 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116758 | Total |
| Program Services | 99637 | ProgramServices |
| Management And General | 14504 | ManagementAndGeneral |
| Fundraising | 2617 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 787479 | Total |
| Program Services | 653251 | ProgramServices |
| Management And General | 110672 | ManagementAndGeneral |
| Fundraising | 23556 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390656 | Total |
| Program Services | 314021 | ProgramServices |
| Management And General | 53559 | ManagementAndGeneral |
| Fundraising | 23076 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25740 | Total |
| Management And General | 25740 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29540 | Total |
| Management And General | 29540 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55000 | Total |
| Fundraising | 55000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1580173 | Total |
| Program Services | 1124709 | ProgramServices |
| Management And General | 400935 | ManagementAndGeneral |
| Fundraising | 54529 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 534485 | Total |
| Program Services | 190 | ProgramServices |
| Management And General | 533913 | ManagementAndGeneral |
| Fundraising | 382 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101570 | Total |
| Program Services | 83631 | ProgramServices |
| Management And General | 17233 | ManagementAndGeneral |
| Fundraising | 706 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334674 | Total |
| Program Services | 139925 | ProgramServices |
| Management And General | 194749 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85954 | Total |
| Program Services | 73383 | ProgramServices |
| Management And General | 7199 | ManagementAndGeneral |
| Fundraising | 5372 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89631 | Total |
| Program Services | 8274 | ProgramServices |
| Management And General | 4683 | ManagementAndGeneral |
| Fundraising | 76674 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77301 | Total |
| Management And General | 77301 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80986 | Total |
| Management And General | 80986 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64735 | Total |
| Program Services | 27242 | ProgramServices |
| Management And General | 37493 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LICENSES, DUES & SUBSCRIPTIONS | 103217 | 45481 | 56862 | 874 |
| POSTAGE & SHIPPING | 48733 | 7730 | 35651 | 5352 |
| EQUIPMENT RENTAL & MAINT | 44445 | 40703 | 3742 | |
| NON-CASH CONTRIBUTIONS | 121619 | 121619 | ||
| MISCELLANEOUS EXPENSES | 132307 | 56077 | 50394 | 25836 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9450591 | Total |
| Program Services | 6299057 | ProgramServices |
| Management And General | 2361425 | ManagementAndGeneral |
| Fundraising | 790109 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54986 | BOY |
| EOY | 69320 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250532 | BOY |
| EOY | 10021 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1139672 | BOY |
| EOY | 804462 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6211 | BOY |
| EOY | 6491 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16909 | BOY |
| EOY | 16295 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167732 | BOY |
| EOY | 273276 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1347476 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 987970 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 427368 | BOY |
| EOY | 359506 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21286 | BOY |
| EOY | 21256 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84735 | BOY |
| EOY | 18653 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2169431 | BOY |
| EOY | 1579280 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1184684 | BOY |
| EOY | 1146094 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1591053 | BOY |
| EOY | 1522706 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1694098 | BOY |
| EOY | 1670116 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 848510 | BOY |
| EOY | 850310 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5318345 | BOY |
| EOY | 5189226 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4225323 | BOY |
| EOY | -4582648 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1076409 | BOY |
| EOY | 972702 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -3148914 | BOY |
| EOY | -3609946 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2169431 | BOY |
| EOY | 1579280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4098436 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6463454 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8122120 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4531498 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4184979 | CurrentTaxYear |
| Total | 27400487 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5602727 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4988605 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4902874 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5008246 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4988033 | CurrentTaxYear |
| Total | 25490485 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 243585 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 243585 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9944748 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11452059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13024994 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9539744 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9173012 | CurrentTaxYear |
| Total | 53134557 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1360492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1257000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1886082 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1128865 | CurrentTaxYearMinus1Year |
| Current Tax Year | 872308 | CurrentTaxYear |
| Total | 6504747 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1360492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1257000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1886082 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1128865 | CurrentTaxYearMinus1Year |
| Current Tax Year | 872308 | CurrentTaxYear |
| Total | 6504747 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 46629810 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 128048 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 157160 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 135495 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24710 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47 | CurrentTaxYear |
| Total | 445460 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 128048 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 157160 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 135495 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24710 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47 | CurrentTaxYear |
| Total | 445460 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25060 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 63610 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15770 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39474 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11833 | CurrentTaxYear |
| Total | 155747 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10097856 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11672829 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13176259 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9603928 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9184892 | CurrentTaxYear |
| Total | 53735764 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.86776 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.86549 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00829 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01032 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5836 | OtherCostOrOtherBasis |
| Depreciation | 1170 | Depreciation |
| Book Value | 4666 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1341640 | OtherCostOrOtherBasis |
| Depreciation | 986800 | Depreciation |
| Book Value | 354840 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 359506 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO PHX SYMPHONY SUPPORT FDN | Description |
| Amount | $850,310 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 850310 | TotalOfAmounts |
| Total Revenue | 8989559 | TotalRevenue |
| Total Expenses | 9450591 | TotalExpenses |
| Excess Or Deficit For Year | -461032 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -461032 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5395601 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 375395 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 259173 | OtherRevenues |
| Revenue Not Rptd F990 | 634568 | RevenueNotRptdF990 |
| Revenue Subtotal | 4761033 | RevenueSubtotal |
| Other Revenues Not Included | 4228526 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4228526 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8989559 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10035386 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 375395 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 209400 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 584795 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9450591 | ExpensesSubtotal |
| Total Expenses Per Form990 | 9450591 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 FOOTNOTE | PART X | 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. |
| RECONCILIATION OF REVENUES | PART XII | LINE 2D REVENUE REPORTED BY AFFILIATE $ 734,483 COST OF GOODS SOLD 78,381 ELIMINATING ENTRY (553,691) ------------ TOTAL $ 259,173 ============ LINE 4B CONTRIBUTIONS $ 2,925,497 DONATED MATERIALS & SERVICES 497,014 SPECIAL EVENT REVENUE 537,265 LESS: COST OF DIRECT DONOR BENEFIT (116,952) INVENTORY SALES 120,250 GOVERNMENT & PRIVATE GRANTS 265,452 ------------ TOTAL $ 4,228,526 ============ |
| RECONCILIATION OF EXPENSES | PART XIII LINE 2D | EXPENSES REPORTED BY AFFILIATE $ 684,710 COST OF GOODS SOLD 78,381 ELIMINATING ENTRY (553,691) ------------ TOTAL $ 209,400 ============ |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | ACTUAL MEDIA | NameOfIndividual |
| Activity | GALA | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 537265 | GrossReceipts |
| Amount Retained By Contractor | 55000 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 537265 | TotalGrossReceipts |
| Total Retained By Contractors | 55000 | TotalRetainedByContractors |
| Total Net To Organization | 0 | TotalNetToOrganization |
| Licensed States | AZ | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | gala | NameOfEvent1 |
| Gross Receipts Event1 | 537265 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 318720 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 218545 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 65225 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 51727 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 537265 | GrossReceiptsTotal |
| Charitable Contributions Total | 318720 | CharitableContributionsTotal |
| Gross Revenue Total Events | 218545 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 65225 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 51727 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 116952 | DirectExpenseSummaryEvents |
| Net Income Summary | 101593 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARYELLEN H GLEASON | NamePerson |
| Base Compensation Filing Org | 156787 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 9000 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 4945 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 437 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 171169 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | QUESTIONS REGARDING COMPENSATION | Identifier |
| Return Reference | PART 1 | ReturnReference |
| Explanation | LINE 1B: SOCIAL CLUB MEMBERSHIP BENEFITS THE PHOENIX SYMPHONY ASSOCIATION BY ENHANCING ITS NETWORKING WITHIN THE COMMUNITY. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 17 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 62579 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUCTION ITEMS | 120 | 93296 | COMPARATIVE SALES |
| X | EVENT SUPPLIES | 4 | 28323 | COMPARATIVE SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY INFORMATION | Identifier |
| Return Reference | PART I LINE 32B | ReturnReference |
| Explanation | PHOENIX SYMPHONY ASSOCIATION uses Daine Rauscher to receive and sell stock contributions and the proceeds are distributed to the PHOENIX SYMPHONY ASSOCIATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROGRAM DESCRIPTION | PART III LINE 4A | The Phoenix Symphony has been proudly serving the citizens of the Phoenix metropolitan area and Arizona since 1947. What began as an occasional group of musicians performing a handful of concerts each year (in a city of fewer than 100,000 people) today serves more than 300,000 people annually, with almost 200 concerts and presentations throughout the greater Phoenix area and beyond. The Phoenix Symphony presents an annual season from September through the beginning of June, featuring full-length classical and pops concerts at Symphony Hall in downtown Phoenix, as well as concerts in Scottsdale, Mesa, Prescott and throughout central Arizona. The Symphony performs for more than 80,000 students and children, helping to introduce music to new generations through a variety of education and youth-engagement programs. As Arizona's only full-time, professional orchestra, The Phoenix Symphony operates on an annual budget of more than $9 million, of which ticket revenues cover approximately 45%. Remaining funds are provided through the generosity and vision of thousands of individuals, corporations, and foundations. The Symphony also receives important support through public funding provided from the area's citizens via the Arizona Commission on the Arts, National Endowment for the Arts, Phoenix Office of Arts & Culture, and other governmental departments. The Phoenix Symphony offers a wide variety of programming each year - including regular series of Classics, Symphony Pops, Chamber Orchestra, and Family offerings, as well as special community presentations celebrating various holidays and area events. A strong and collaborative program of education and youth engagement activities includes concerts presented downtown for school children alongside smaller presentations performed at schools and for neighborhood groups throughout the Valley. A strong corps of over 500 volunteers helps support the Symphony each year, including the Friends Gift Shop and the annual Symphony Gala. |
| GOVERNANCE, MANAGEMENT & DISCLOSURE | PART VI | LINE 4: THE BYLAWS OF THE ORGANIZATION WERE amended ON APRIL 13, 2010. THE MOST SIGNIFICANT CHANGES WERE THE FOLLOWING: * The board of directors is limited to 45 directors. * The term of office for the directors has been limited. * Life directors have been created and resignation and removal of officers has been defined. * Creation of an executive committee and vice chair positions. * Clarification of the powers of the board of directors, indemnification of the board and additional explanation of the conflict of interest policy. 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. 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. LINE 11: The audit committee reviews the 990 with the accounting firm that prepares the 990. The audit committee then presents their conclusion to the full board and a copy of the 990 is available for inspection by any BOARD member at that time. LINE 12C: The purpose of this conflict of interest policy is to protect The Phoenix Symphony (the Symphony) interests when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer or director of the Symphony or might result in a possible excess benefit transaction. Any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, is an interested person and is covered by the conflict of interest policy. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. If a conflict is discovered that person will not be involved in matters relating to the conflict. At the first BOARD meeting of each fiscal year, the policy is reviewed and each BOARD member and key employee is required to sign a statement disclosing whether he/she has a conflict of interest. LINE 15A&B: 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 2008. Other 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. LINE 19: Articles of incorporation, bylaws, conflict of interest policy and financial statements are made available to the public upon request. |
| SCHEDULE L | PART IV | KIM OHLEMEYER, AN OFFICER'S SPOUSE, WAS PAID COMPENSATION SET IN ACCORDANCE WITH THE TERMS OF THE MUSICIAN'S UNION COLLECTIVE BARGAINING AGREEMENT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX SYMPHONY SUPPORT FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE N FIRST STREET STE 200 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262741009 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11 TYPE I | PublicCharityStatus |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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