2011-05-13T14:53:18-04:00 2010-06-30 CBIZ MHM LLC 3101 N Central Ave Ste 300 Phoenix AZ 85012 990 2009-07-01 866000134 PHOENIX SYMPHONY ASSOCIATION PHOE 6024951117 ONE N FIRST STREET STE 200 PHOENIX AZ 85004 Juli Russell 2011-05-13 6022646835 2009 2016-02-24 21:20:13Z JIM WARD ONE N FIRST STREET STE 200 PHOENIX AZ 85004 9184892 false X phoenixsymphony.org X 1947 AZ TO EVOKe A PASSION FOR ORCHESTRAL MUSIC within the entire community. 26 26 234 500 0 4531498 4184979 4484447 4649238 20237 47 277939 155295 9314121 8989559 9468997 0 0 0 7075838 5940481 44000 55000 790109 4550754 3455110 21139589 9450591 -11825468 -461032 2169431 1579280 5318345 5189226 -3148914 -3609946 TO EVOKe A PASSION FOR ORCHESTRAL MUSIC within the entire community. false false 6299057 4649238 SEE SCHEDULE O 6299057 true true false false false false false false false true false true false false false false false true true false false false false true false false false false false false false false true false false false false true false false false true 48 0 true 234 true false false false false false true true false false false 26 26 false false true false true true false true true false true true true true true true true true true false false AZ X JULI RUSSELL 6024520430 ONE N FIRST STREET STE 200 PHOENIX AZ 85004 BARBARA ANDERSON 1.0 X DONALD E BRANDT 1.0 X CAROLE ELLISON 1.0 X MICHAEL CASEY 1.0 X DR DRAKE DUANE 1.0 X SANDRA GIBSON 1.0 X CHUCK BERGINC 1.0 X KATHY HAAKE 1.0 X X JACK CLIFFORD 1.0 X JEANNE L HERBERGER PHD 1.0 X MICHAEL JOHNSON 1.0 X JOHN GRAHAM 1.0 X CA HOWLETT 2.0 X X MAL JOZOFF 2.0 X JULIE PRUSAK 1.0 X LINDA MILLER 1.0 X ROGER R SMITH JR 1.0 X JOHN ZICARELLI 1.0 X CHRISTINE GUSTAFSON 1.0 X DAVID SELDEN 5.0 X FREDERICK R UNGER 5.0 X DOUG SCHEETZ 2.0 X X DAVID R BORNEMANN 1.0 X LINDA HUNT 1.0 X JOHN C VRYHOFF 1.0 X NANCY LIVINGSTON 1.0 X MARYELLEN H GLEASON 40.0 X 165787 0 5382 JULI RUSSELL 40.0 X 82363 9231 FRANK BOURGET 40.0 X 133088 15197 381238 0 29810 2 false true false MICHAEL CHRISTIE IMG artistic consultant 229881 1 318720 553691 265452 3047116 184198 4184979 TICKET SALES 711190 4024488 4024488 FEE ENGAGEMENTS 711190 624750 624750 4649238 47 47 0 0 0 218545 318720 116952 101593 101593 0 120250 78381 41869 41869 MISCELLANEOUS 711190 11833 11833 11833 8989559 4649238 155342 0 0 0 0 274940 32148 151860 90932 0 4370648 3592655 474409 303584 116758 99637 14504 2617 787479 653251 110672 23556 390656 314021 53559 23076 0 25740 25740 29540 29540 0 55000 55000 0 1580173 1124709 400935 54529 534485 190 533913 382 101570 83631 17233 706 0 0 334674 139925 194749 85954 73383 7199 5372 0 89631 8274 4683 76674 77301 77301 0 80986 80986 64735 27242 37493 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 9450591 6299057 2361425 790109 54986 69320 250532 10021 1139672 804462 6211 6491 16909 16295 167732 273276 1347476 987970 427368 359506 21286 21256 84735 18653 2169431 1579280 1184684 1146094 1591053 1522706 1694098 1670116 848510 850310 5318345 5189226 X -4225323 -4582648 1076409 972702 -3148914 -3609946 2169431 1579280 X false true true X false X 4098436 6463454 8122120 4531498 4184979 27400487 5602727 4988605 4902874 5008246 4988033 25490485 243585 0 0 0 0 243585 9944748 11452059 13024994 9539744 9173012 53134557 1360492 1257000 1886082 1128865 872308 6504747 1360492 1257000 1886082 1128865 872308 6504747 46629810 128048 157160 135495 24710 47 445460 128048 157160 135495 24710 47 445460 25060 63610 15770 39474 11833 155747 10097856 11672829 13176259 9603928 9184892 53735764 0.86776 0.86549 0.00829 0.01032 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5836 1170 4666 1341640 986800 354840 359506 0 DUE TO PHX SYMPHONY SUPPORT FDN 850310 850310 8989559 9450591 -461032 -461032 5395601 375395 259173 634568 4761033 4228526 4228526 8989559 10035386 375395 209400 584795 9450591 9450591 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 ============ X X X X X X X true ACTUAL MEDIA GALA false 537265 55000 0 537265 55000 0 AZ gala 537265 318720 218545 65225 51727 0 537265 318720 218545 65225 51727 116952 101593 X true true X X X X false false false false false false false false false MARYELLEN H GLEASON 156787 0 0 0 9000 0 4945 0 437 0 171169 0 0 0 QUESTIONS REGARDING COMPENSATION PART 1 LINE 1B: SOCIAL CLUB MEMBERSHIP BENEFITS THE PHOENIX SYMPHONY ASSOCIATION BY ENHANCING ITS NETWORKING WITHIN THE COMMUNITY. X 17 62579 STOCK VALUE X AUCTION ITEMS 120 93296 COMPARATIVE SALES X EVENT SUPPLIES 4 28323 COMPARATIVE SALES 0 false true true THIRD PARTY INFORMATION PART I LINE 32B PHOENIX SYMPHONY ASSOCIATION uses Daine Rauscher to receive and sell stock contributions and the proceeds are distributed to the PHOENIX SYMPHONY ASSOCIATION. 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. PHOENIX SYMPHONY SUPPORT FOUNDATION ONE N FIRST STREET STE 200 PHOENIX AZ 85004 262741009 INVESTMENT AZ 501(C)(3) 11 TYPE I false false true false true false false false false false true false false true false true false false