2026-04-02T17:19:41-05:00 2025-06-30 450250958 EIDE BAILLY LLP 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990 2024-07-01 840511458 COLORADO SYMPHONY ASSOCIATION COLO 3037237876 1245 CHAMPA ST DENVER CO 80204 COREEN MILLER CHIEF FINANCIAL OFFICER 3037237876 2026-04-02 1 1 KYLE FRITCH CPA P01313374 9702238825 2026-04-02 2024 2025-03-06 01:10:19Z JOHN STREET 1245 CHAMPA ST DENVER CO 80204 21207546 0 X WWW.COLORADOSYMPHONY.ORG X 1989 CO PERFORMANCE OF SYMPHONIC CONCERTS. 50 38 568 250 0 0 8605207 8859870 10472631 11129998 444755 401824 -168503 225414 19354090 20617106 0 0 0 0 12382533 14069120 0 0 842494 6192604 6483870 18575137 20552990 778953 64116 16180250 17151382 3588178 4122277 12592072 13029105 X THE COLORADO SYMPHONY ASSOCIATION (CSA) IS A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO FUND AND OPERATE THE COLORADO SYMPHONY ORCHESTRA FOR THE ENJOYMENT AND BENEFIT OF THE CITIZENS OF METROPOLITAN DENVER AND (CONT'D ON SCHEDULE O)(CONT'D) THE GREATER COLORADO AND ROCKY MOUNTAIN REGIONS. THE COLORADO SYMPHONY ORCHESTRA PERFORMS MORE THAN 100 CLASSICAL, POPS AND FAMILY CONCERTS EACH YEAR; SHOWCASING MANY OF THE WORLD'S FINEST MUSICIANS, CONDUCTORS, AND ENTERTAINERS. 0 0 16600278 11129998 THE COLORADO SYMPHONY ASSOCIATION PERFORMS CONCERTS NORMALLY BENEFITING OVER 250,000 PATRONS FROM THE DENVER AND TRI-STATE AREAS AND PROVIDES A PERFORMANCE PLATFORM TO WORLD-CLASS MUSICIANS. 16600278 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 133 0 1 568 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 50 38 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CO X COREEN MILLER 3033082468 1245 CHAMPA ST DENVER CO 80204 JOHN STREET BOARD CHAIR (AS OF AUG) 10.00 0.00 X X 0 0 0 JULIE RUBSAM BOARD CO-CHAIR (JULY-AUG) 10.00 0.00 X X 0 0 0 DR RICHARD KRUGMAN BOARD CO-CHAIR (JULY-AUG) 10.00 0.00 X X 0 0 0 MARTA O'GRADY VICE CHAIR AND SECRETARY 10.00 0.00 X X 0 0 0 KIP WALLEN TREASURER 10.00 1.00 X X 0 0 0 NICK DAVIES MUSICIAN TRUSTEE 40.00 0.00 X 64808 0 11458 BROOK FERGUSON MUSICIAN TRUSTEE 40.00 0.00 X 99091 0 14241 MARGARET HOEPPNER - MUS TRUST (JUNE-DEC)/ TRUSTEE (AS OF JAN) 40.00 0.00 X 60368 0 9212 CHLOE HONG MUSICIAN TRUSTEE 40.00 0.00 X 85256 0 11847 JOHN KINZIE MUSICIAN TRUSTEE 40.00 0.00 X 100872 0 28692 KAREN KINZIE MUSICIAN TRUSTEE 40.00 0.00 X 64467 0 9590 SEOYOEN MIN MUSICIAN TRUSTEE 40.00 0.00 X 95795 0 11949 PAUL PRIMUS MUSICIAN TRUSTEE 40.00 0.00 X 73919 0 33610 JOHN SIPHER MUSICIAN TRUSTEE (AS OF JAN) 40.00 0.00 X 92587 0 15049 NICK TISHERMAN MUSICIAN TRUSTEE 40.00 0.00 X 81166 0 11724 PETER OUNDJIAN PRIN. CONDUCTOR/EX-OFFICIO TRUSTEE 40.00 0.00 X 385000 0 0 DALTON BEASLEY EX-OFFICIO TRUSTEE 1.00 0.00 X 0 0 0 SUSAN BOWLES TRUSTEE 1.00 0.00 X 0 0 0 JAMES BUTLER TRUSTEE 1.00 1.00 X 0 0 0 MARK CHAMPOUX TRUSTEE (AS OF MAY) 1.00 0.00 X 0 0 0 YOUNG CHO TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER COLE TRUSTEE (AS OF AUG) 1.00 0.00 X 0 0 0 MARIA DEL RIO TRUSTEE 1.00 0.00 X 0 0 0 SCOTT DONIGER TRUSTEE 1.00 0.00 X 0 0 0 ADAM DONNER TRUSTEE 1.00 0.00 X 0 0 0 KAYLA DREYER TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL FERRUFINO TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER FESTOG TRUSTEE 1.00 0.00 X 0 0 0 BOB FRIEDLANDER TRUSTEE 1.00 0.00 X 0 0 0 SCOTT HASDAY TRUSTEE (AS OF JAN) 1.00 0.00 X 0 0 0 GRETCHEN HOLLRAH EX-OFFICIO TRUSTEE 1.00 0.00 X 0 0 0 VESNA JEVTOVIC-TODOROVIC TRUSTEE 1.00 0.00 X 0 0 0 JOHN KARNS TRUSTEE (AS OF APR) 1.00 0.00 X 0 0 0 DAVID MACLEOD TRUSTEE (AS OF JAN) 1.00 0.00 X 0 0 0 LYNN MCDONALD TRUSTEE 1.00 0.00 X 0 0 0 MIKE MCPHEE TRUSTEE 1.00 0.00 X 0 0 0 BILL MYERS TRUSTEE 1.00 0.00 X 0 0 0 BEN NELSON TRUSTEE (AS OF APR) 1.00 0.00 X 0 0 0 SUSAN OAKES TRUSTEE (AS OF AUG) 1.00 0.00 X 0 0 0 DEANA PERLMUTTER TRUSTEE 1.00 0.00 X 0 0 0 MALIK ROBINSON TRUSTEE 1.00 1.00 X 0 0 0 ALAN STEIN TRUSTEE (AS OF APR) 1.00 0.00 X 0 0 0 LORENZO TRUJILLO TRUSTEE 1.00 0.00 X 0 0 0 KELLY WALTRIP EX-OFFICIO TRUSTEE 1.00 0.00 X 0 0 0 SETH WEISBERG TRUSTEE 1.00 0.00 X 0 0 0 MIKE ZOELLNER TRUSTEE 1.00 0.00 X 0 0 0 JEROME KERN- EMERITUS CO CHAIR (THRU DEC '24) 1.00 0.00 X 0 0 0 MARY ROSSICK-KERN EMERITUS CO CHAIR 1.00 0.00 X 0 0 0 LEE YEINGST EMERITUS TRUSTEE 1.00 0.00 X 0 0 0 DANIEL WACHTER- CO-VICE CHAIR (AUG)/PRESIDENT & CEO (AS OF APR) 40.00 0.00 X X 0 0 0 MARK CANTRELL PRESIDENT AND CEO (THRU APR '25) 40.00 0.00 X X 275540 0 40000 BEN STRAWN TRUSTEE 1.00 0.00 X 0 0 0 BILL JOHNSON TRUSTEE 1.00 0.00 X 0 0 0 LT SANDVIK TRUSTEE 1.00 0.00 X 0 0 0 ANTHONY PIERCE CHIEF ARTISTIC OFFICER 40.00 0.00 X 165525 0 20124 COREEN MILLER CFO/COO 40.00 0.00 X 160563 0 17117 YUMI HWANG-WILLIAMS CONCERT MASTER 40.00 0.00 X 141569 0 28817 JUSTIN BARTELS PRINCIPAL TRUMPET 40.00 0.00 X 109179 0 32417 PETER COOPER PRINCIPAL OBOE 40.00 0.00 X 114700 0 2317 STEVE HEARN ACTING PRINCIPAL TIMPANI 40.00 0.00 X 102639 0 14487 MICHAEL THORNTON PRINCIPAL HORN 40.00 0.00 X 103772 0 12289 2376816 0 324940 13 0 1 0 OPUS 3 ARTISTS 470 PARK AVENUE SOUTH NEW YORK NY 10016 GUEST ARTISTS AND CONDUCTORS 806072 GOD GIVEN LLC 19300 RINALDI LANE NO 7867 PORTER RANCH CA 91327 GUEST ARTISTS 160000 WILLIAM MORRIS ENDEAVOR ENTERTAINMENT 9601 WILSHIRE BLVD 3RD FLOOR BEVERLY HILLS CA 90210 GUEST ARTISTS 122500 3 412150 3707851 1759835 2980034 234209 8859870 CONCERT PERFORMANCES 711130 11014505 11014505 115493 115493 11129998 401824 401824 815854 412150 590440 225414 225414 20617106 11129998 0 627238 2242375 1547463 483317 211595 9060035 7969967 811686 278382 370317 336764 24922 8631 1281039 1134380 92211 54448 1115354 968786 97641 48927 58996 58996 73522 73522 10000 10000 5501 5501 1226536 731767 406573 88196 608344 605227 3117 93837 44613 24127 25097 342242 149845 183012 9385 271047 217696 26400 26951 299744 292884 1277 5583 93352 28088 51074 14190 1901 1901 19644 19644 87465 19250 68215 GUEST CONDUCTOR AND ART 2924972 2903766 21206 DUES AND SUBSCRIPTIONS 141567 111451 27058 3058 PRODUCTION EXPENSES 136268 122018 14250 PRINTING AND PUBLICATIO 48256 4699 30135 13422 40676 16841 7779 16056 20552990 16600278 3110218 842494 3015859 3062485 164055 27672 198648 415561 250109 390253 1125718 256456 820926 869262 6876823 7428686 4853830 4957463 16180250 17151382 888660 1220472 2638967 2855603 60551 46202 3588178 4122277 X 7638787 7897678 4953285 5131427 12592072 13029105 16180250 17151382 X 64116 256626 116291 X 0 1 X 1 0 X 9047920 11792999 9035030 8605207 8859870 47341026 60000 60000 9107920 11792999 9035030 8605207 8859870 47401026 12087925 35313101 2786 17509 244404 416529 401824 1083052 225414 225414 48709492 38507655 0.72500 0.76280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 10000 0 0 10000 0 PART II-B, LINE 1: DURING FISCAL 2025 THE CSA HIRED A CONSULTING FIRM TO AID IN INCLUDING THE RENOVATION OF BOETTCHER CONCERT HALL IN THE 2025 DENVER BOND ELECTION. SOME PORTION OF THE CONSULTING FIRM'S TIME WAS SPEAKING TO COMMITTEE AND CITY COUNCIL MEMBERS ABOUT THE PROJECT. 97258407 1002976 12657526 4089314 106829595 87171859 1202414 11245706 2361572 97258407 80645055 2222484 8262812 3958492 87171859 92178924 16154 -10404181 1145842 80645055 29625915 54985393 8607709 1040093 92178924 0.03730 0.96270 0.00000 1 1 1 311722 256456 55266 813996 813996 869262 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 4913010 FINANCE LEASE RIGHT OF USE ASSET 44453 4957463 FINANCING LEASE LIABILITY 46202 46202 X 21210284 256626 225762 116291 598679 20611605 5501 5501 20617106 20773251 225762 225762 20547489 5501 5501 20552990 PART V, LINE 4: PERMANENT ENDOWMENTS CONSIST PRIMARILY OF FUNDS HELD BY OTHER TAX-EXEMPT ORGANIZATIONS ESTABLISHED TO ADMINISTER THE ENDOWMENT FUNDS OF THE SYMPHONY. THESE ORGANIZATIONS ARE GOVERNED BY SEPARATE BOARDS OF TRUSTEES. SUPPORTING DISTRIBUTIONS (IF APPLICABLE) FROM THE FUNDS ARE PROVIDED TO THE SYMPHONY FOR PROGRAM SERVICES AND OTHER OPERATIONS. PERMANENT ENDOWMENTS ALSO INCLUDE A BENEFICIAL INTEREST IN AN IRREVOCABLE PERPETUAL TRUST ADMINISTERED BY A COMMUNITY FOUNDATION. THE TRUST AGREEMENT REQUIRES DISTRIBUTION OF 50% OF THE NET INCOME OF THE TRUST TO THE SYMPHONY FOR ITS UNRESTRICTED USE; HOWEVER THE SYMPHONY WILL NEVER RECEIVE THE ASSETS OF THE TRUST. PART X, LINE 2: THE CSA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ASSOCIATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 116,291. SYMPHONY BALL 1228004 412150 815854 172074 56919 105681 183822 71944 1228004 412150 815854 172074 56919 105681 183822 71944 590440 225414 X X 0 1 X X X 1 0 0 0 0 0 0 0 0 PETER OUNDJIAN PRIN. CONDUCTOR/EX-OFFICIO TRUSTEE 385000 0 0 0 0 0 0 0 0 0 385000 0 0 0 MARK CANTRELL PRESIDENT AND CEO (THRU APR '25) 275540 0 0 0 0 0 5900 0 35677 0 317117 0 0 0 ANTHONY PIERCE CHIEF ARTISTIC OFFICER 165525 0 0 0 0 0 6743 0 14530 0 186798 0 0 0 COREEN MILLER CFO/COO 160563 0 0 0 0 0 6436 0 11810 0 178809 0 0 0 YUMI HWANG-WILLIAMS CONCERT MASTER 141569 0 0 0 0 0 3885 0 25707 0 171161 0 0 0 PART I, LINE 1A PRINCIPAL CONDUCTOR, PETER OUNDJIAN RECEIVES A HOUSING ALLOWANCE IN LIEU OF PAYING FOR A HOTEL AS HE OWNS A HOME IN DENVER, EACH TIME HE IS HERE TO CONDUCT. THE AMOUNT ($1,200 EACH WEEK HE IS CONDUCTING) IS IN HIS CONTRACT. IN ADDITION, PETER IS ALLOWED UP TO $4,000 ANNUALLY FOR TRAVEL EXPENSES FOR A COMPANION. DANIEL WACHTER, CEO, ALSO RECEIVES A HOUSING ALLOWANCE WHICH WILL BE REPORTED IN CALENDAR YEAR 2025 COMPENSATION. PART I, LINE 4A FORMER CEO OF THE COLORADO SYMPHONY ASSOCIATION RECEIVED A SEVERANCE PAYMENT OF $69,868 DURING THE FISCAL YEAR 2025, HOWEVER NOTHING IN CALENDAR YEAR 2024. X 9 79796 AVG. PRICE DATE RECEIVED X 6 6391 COST X VARIOUS AUCTION ITEMS 259 148022 COST 0 0 1 0 PART I, COLUMN (B): COLORADO SYMPHONY ASSOCIATION IS REPORTING THE TOTAL NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 2 JEROME KERN AND MARY ROSSICK KERN HAVE A FAMILY RELATIONSHIP. JOHN KINZIE AND KAREN KINZIE ALSO HAVE A FAMILY RELATIONSHIP. KIP WALLEN, JAMES BUTLER AND MALIK ROBINSON HAVE A BUSINESS RELATIONSIP AS THEY ARE BOARD MEMBERS AT A RELATED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A REDACTED COPY OF THE FORM 990 IS SENT FOR REVIEW TO THE FINANCE COMMITTEE PRIOR TO FILING. IN ADDITION, A REDACTED COPY OF THE TAX RETURN IS SENT TO THE ENTIRE BOARD FOR REVIEW BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE COLORADO SYMPHONY ASSOCIATION (CSA) HAS A CONFLICT OF INTEREST POLICY COVERING OFFICERS, TRUSTEES, COMMITTEE MEMBERS, MUSICIAN TRUSTEES, STAFF MEMBERS, AND CERTAIN CONSULTANTS (IF APPROPRIATE). EACH RESPONSIBLE PERSON MUST ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A POTENTIAL CONFLICT OF INTEREST. THE DISCLOSURE FORM MUST BE SUBMITTED TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING POTENTIAL CONFLICTS OF INTEREST AND HANDLING WHAT IT DETERMINES TO BE ACTUAL CONFLICTS OF INTEREST IN THE MANNER DESCRIBED IN THE POLICY UNDER "REVIEWING AND MANAGING CONFLICTS OF INTEREST". IF THE EXECUTIVE COMMITTEE OR RESPONSIBLE PERSON BECOMES AWARE THAT CSA IS ABOUT TO ENTER INTO OR MAKE ANY DECISIONS INVOLVING A CONFLICT OF INTEREST TRANSACTION WITH THE RESPONSIBLE PERSON, A FAMILY MEMBER, A FRIEND, OR A RELATED ENTITY, THE RESPONSIBLE PERSON MUST: 1) IMMEDIATELY INFORM THOSE CHARGED WITH APPROVING THE TRANSACTION ON BEHALF OF CSA OF THE CONFLICT OF INTEREST 2) AID THE PERSONS CHARGED WITH MAKING THE DECISION BY DISCLOSING TO SUCH PERSON(S) ANY MATERIAL FACTS THAT BEAR ON THE ADVISABILITY OF THE TRANSACTION FROM THE STANDPOINT OF CSA AND 3) NOT PARTICIPATE IN THE DELIBERATION OR VOTE ON THE DECISION TO ENTER INTO SUCH TRANSACTION, AND NOT ATTEMPT TO EXERT HIS OR HER INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. THE EXECUTIVE COMMITTEE WILL REPORT TO THE BOARD AT ITS NEXT REGULAR MEETING THE RESULTS OF ANY REVIEW AND THE ACTION TAKEN. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS NEGOTIATED BY CSA BOARD LEADERSHIP AND APPROVED BY THE CSA BOARD EXECUTIVE COMMITTEE, THE CSA BOARD OF TRUSTEES, OR BOTH. COMPENSATION INCREASES OTHER THAN THE STANDARD PERCENTAGE FOR OTHER SENIOR MANAGEMENT POSITIONS ARE MADE AFTER CONSIDERING AVAILABLE INFORMATION WITH RESPECT TO COMPENSATION PAID TO SIMILARLY QUALIFIED PERSONS IN COMPARABLE ORGANIZATIONS AND AFTER ANALYZING THE VALUE BROUGHT TO THE CSA BY SENIOR MANAGEMENT STAFF PERSON(S). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST VIA MAIL, EMAIL OR IN PERSON AT ITS OFFICES. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTERESTS IN ASSETS HELD BY OTHERS 116,291. COLORADO SYMPHONY FUND 1245 CHAMA ST DENVER CO 80204 260138249 RAISE, HOLD & ADMINISTER FUNDS FOR OPERATING NEEDS OF SYMPHONY ASSOCIATION CO 501(C)(3) LINE 12A, I COLORADO SYMPHONY ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COLORADO SYMPHONY FUND C 3707851 CASH