PHOENIX SYMPHONY ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PHOENIX SYMPHONY ASSOCIATION (EIN 86-6000134)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349307620
- Schema version
- 2024v5.5
- 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 J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:17:55-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 E WARNER RD STE 101 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85284 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 866000134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX SYMPHONY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHOE | BusinessNameControlTxt |
| Phone | 6024951117 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE N FIRST STREET 200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER KJOME | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6024951117 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLETTE KAMPS | PreparerPersonNm |
| PTIN | P00367616 | PTIN |
| Phone | 4808394900 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER KJOME | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE N FIRST STREET 200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,785,018 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | PHOENIXSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE EXTRAORDINARY MUSICAL EXPERIENCES THAT INSPIRE AND ADVANCE OUR COMMUNITY, ENRICHING THE LIVES OF PEOPLE OF ALL AGES AND BACKGROUNDS | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 245 | TotalEmployeeCnt |
| Total Volunteers | 144 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,438,192 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,324,219 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,769,965 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,085,292 | CYProgramServiceRevenueAmt |
| PY Investment Income | $121,129 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,919 | CYInvestmentIncomeAmt |
| PY Other Revenue | $168,332 | PYOtherRevenueAmt |
| CY Other Revenue | -$94,719 | CYOtherRevenueAmt |
| PY Total Revenue | $10,497,618 | PYTotalRevenueAmt |
| CY Total Revenue | $12,345,711 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,229,961 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,929,780 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,409,450 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,249,440 | PYOtherExpensesAmt |
| CY Other Expenses | $5,427,344 | CYOtherExpensesAmt |
| PY Total Expenses | $13,479,401 | PYTotalExpensesAmt |
| CY Total Expenses | $14,357,124 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,981,783 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,011,413 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,164,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,985,414 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,690,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,720,824 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,473,790 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $264,590 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE EXTRAORDINARY MUSICAL EXPERIENCES THAT INSPIRE AND ADVANCE OUR COMMUNITY, ENRICHING THE LIVES OF PEOPLE OF ALL AGES AND BACKGROUNDS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,052,157 | ExpenseAmt |
| Revenue | $5,097,574 | RevenueAmt |
| Desc | THE SYMPHONY ASPIRES TO PERFORM LIVE SYMPHONIC MUSIC OF EXCELLENCE, BEAUTY, AND VITALITY AT A CONSISTENTLY HIGH LEVEL AND TO ADDRESS THE NEEDS OF COMMUNITIES THROUGHOUT THE VALLEY, MEETING THEIR NEEDS THROUGH MUSIC-BASED PROGRAMS. CONCERTS FOLLOW A SELECTION OF SEASONAL PROGRAMS CLASSICS, POPS, AND SPECIAL PRESENTATIONS; DESIGNED TO ATTRACT A DIVERSE AUDIENCE.IN ADDITION TO OUR MAINSTAGE CONCERTS, THE PHOENIX SYMPHONY LEARNING INSTITUTE OPERATES A VARIED GROUP OF PROGRAMS THAT REACH OVER 125,000 STUDENTS, ADULTS, AND FAMILIES EVERY YEAR. PROGRAMS COVER MANY OTHER ACTIVITIES, INCLUDING SCHOOL-BASED CONCERTS, AND A PROFESSIONAL DEVELOPMENT MODEL TO (CONTINUED ON SCHEDULE O) TEACHERS AND SYMPHONY MUSICIANS IN HOW TO TEACH AND ASSESS STEM CONCEPTS THROUGH MUSIC. OUR HEALTH & WELLNESS INITIATIVE PROVIDES LIVE, INTERACTIVE PERFORMANCES PRESENTED BY SYMPHONY MUSICIANS IN HEALTHCARE SETTINGS AND HOMELESS OUTREACH CENTERS.THE ORCHESTRA PARTICIPATES IN COLLABORATIVE EFFORTS WITH ORGANIZATIONS SUCH AS BALLET ARIZONA, AZ SCIENCE CENTER, ARIZONA THEATRE COMPANY, HEARD MUSEUM, PHOENIX ART MUSEUM, PHOENIX BACH CHOIR AND BOYS CHOIR, AND ARIZONA STATE UNIVERSITY. | Desc |
| Total Program Service Expenses | $10,052,157 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 121 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 245 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUR LEAF FINANCIAL & ACCOUNTING PLLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4804288640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4727 E BELL RD STE 45-253 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85032 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ADAM GOODMAN | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MORRIS STEIN | ||||||||
| CHAIR-ELECT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID BORNEMANN | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JENNY HOLSMAN TETREAULT | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFF RICH | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR OLIVER HARPER | ||||||||
| VICE CHAIR AND CHAIR EMERITUS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN GRAHAM | ||||||||
| BOARD MEMBER AND CHAIR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | 0.50 | ||
| LON BABBY | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAURA FRANCO FRENCH | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELLEN ANDEEN-KELLER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC BIEBER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHIL COWEN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | 0.50 | ||
| LESLIE DASHEW | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIAN D'AVANZO | ||||||||
| ORCHESTRA MEMBER/BOARD MEMBER | 30.00 | Yes (X) | $64,753 | $0 | $10,870 | |||
| MATTHEW FEENEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MAX FOSE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARY HARBOR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA KIM KAZEPIDES | ||||||||
| ORCHESTRA MEMBER/BOARD MEMBER | 30.00 | Yes (X) | $63,189 | $0 | $11,513 | |||
| PHIL KIM | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VANESSA KISICKI | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG LOEFGREN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICK MCCARTNEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DORIS ONG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL PENZONE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA MAC PERLICH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KALLIE ROSE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY JANE RYND | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | 0.50 | ||
| DAVID SELDEN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK STEBBINGS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN HAAG | ||||||||
| TREASURER | 7.00 | Yes (X) | Yes (X) | $57,676 | $0 | $2,720 | ||
| PETER KJOME | ||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $304,887 | $0 | $20,213 | 1.00 | ||
| TAMELA ROCKER | ||||||||
| SVP & CHIEF ADVANCEMENT OFFICER | 40.00 | $141,451 | $0 | $13,437 | Yes (X) | |||
| NICOLE PENA | ||||||||
| VP OF PHILANTHROPY | 40.00 | $132,235 | $0 | $10,681 | Yes (X) | |||
| RACHEL DAHL | ||||||||
| VP OF MARKETING | 40.00 | $130,450 | $0 | $3,914 | Yes (X) | |||
| CHRISTOPHER POWELL | ||||||||
| VP OF OPERATIONS & ARTISTIC PLANNING | 40.00 | $130,339 | $0 | $15,427 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,024,980 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $88,775 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAPACITY INTERACTIVE | |||||
| PO BOX 50019 | NEWARK | NJ | 07101 | ADVERTISING | $339,170 |
| PRIDE GROUP | |||||
| PO BOX 11100 | CHANDLER | AZ | 85248 | SECURITY | $187,030 |
| PRISMA GRAPHIC CORP | |||||
| 2937 E BROADWAY ROAD 100 | PHOENIX | AZ | 85040 | MARKETING | $180,531 |
| UTP PRODUCTIONS INC | |||||
| 35 BROADWA | SALT LAKE CITY | UT | 84101 | STAGEHAND CONTRACTORS | $151,487 |
| PLEXUS TECHNOLOGY SOLUTIONS LLC | |||||
| 1423 SOUTH HIGLEY ROAD SUITE 120 | MESA | AZ | 85206 | IT SERVICE | $127,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $352,896 | FundraisingAmt |
| Related Organizations | $10,600 | RelatedOrganizationsAmt |
| Government Grants | $251,153 | GovernmentGrantsAmt |
| All Other Contributions | $6,709,570 | AllOtherContributionsAmt |
| Noncash Contributions | $35,106 | NoncashContributionsAmt |
| Total Contributions | $7,324,219 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711190 | $3,801,578 | $3,801,578 |
| FEE ENGAGEMENTS | 711190 | $806,000 | $806,000 |
| TICKET HANDLING FEES | 711190 | $477,714 | $477,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,085,292 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,214 | TotalRevenueColumnAmt |
| Exclusion | $16,214 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $432 | TotalRevenueColumnAmt |
| Exclusion | $432 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $261,664 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $246,959 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,705 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,705 | TotalRevenueColumnAmt |
| Exclusion | $14,705 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $84,915 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $352,896 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $192,348 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$107,433 | TotalRevenueColumnAmt |
| Exclusion | -$107,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $6,591 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,591 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,591 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CREDIT CARD REWARDS | 900099 | $5,591 | $5,591 |
| MISCELLANEOUS REVENUE | 900099 | $100 | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,691 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,345,711 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,097,574 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$76,082 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,669 | TotalAmt |
| Program Services | $237,861 | ProgramServicesAmt |
| Management And General | $131,904 | ManagementAndGeneralAmt |
| Fundraising | $131,904 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,455,184 | TotalAmt |
| Program Services | $4,927,245 | ProgramServicesAmt |
| Management And General | $864,671 | ManagementAndGeneralAmt |
| Fundraising | $663,268 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,808 | TotalAmt |
| Program Services | $219,394 | ProgramServicesAmt |
| Management And General | $29,932 | ManagementAndGeneralAmt |
| Fundraising | $23,482 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,034,810 | TotalAmt |
| Program Services | $814,742 | ProgramServicesAmt |
| Management And General | $122,261 | ManagementAndGeneralAmt |
| Fundraising | $97,807 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665,309 | TotalAmt |
| Program Services | $522,622 | ProgramServicesAmt |
| Management And General | $78,965 | ManagementAndGeneralAmt |
| Fundraising | $63,722 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,398 | TotalAmt |
| Management And General | $17,398 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,996 | TotalAmt |
| Management And General | $59,996 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,613,089 | TotalAmt |
| Program Services | $2,071,997 | ProgramServicesAmt |
| Management And General | $362,106 | ManagementAndGeneralAmt |
| Fundraising | $178,986 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,198 | TotalAmt |
| Management And General | $426,458 | ManagementAndGeneralAmt |
| Fundraising | $11,740 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,193 | TotalAmt |
| Program Services | $193,082 | ProgramServicesAmt |
| Management And General | $345,698 | ManagementAndGeneralAmt |
| Fundraising | $42,413 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,076 | TotalAmt |
| Program Services | $353,594 | ProgramServicesAmt |
| Management And General | $97,756 | ManagementAndGeneralAmt |
| Fundraising | $167,726 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,512 | TotalAmt |
| Program Services | $241,738 | ProgramServicesAmt |
| Management And General | $14,187 | ManagementAndGeneralAmt |
| Fundraising | $7,587 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,859 | TotalAmt |
| Program Services | $17,929 | ProgramServicesAmt |
| Management And General | $17,930 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,662 | TotalAmt |
| Program Services | $52,165 | ProgramServicesAmt |
| Management And General | $70,497 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION COSTS | $374,115 | $374,115 | ||
| LICENSE, DUES & SUBSCRI | $155,418 | $25,041 | $129,978 | $399 |
| BAD DEBT EXPENSE | $106,165 | $106,165 | ||
| MISCELLANEOUS EXPENSES | $40,663 | $632 | $19,615 | $20,416 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,357,124 | TotalAmt |
| Program Services | $10,052,157 | ProgramServicesAmt |
| Management And General | $2,895,517 | ManagementAndGeneralAmt |
| Fundraising | $1,409,450 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,454 | BOYAmt |
| EOY | $120,090 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,127 | BOYAmt |
| EOY | $137 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,222,797 | BOYAmt |
| EOY | $4,023,747 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,926 | BOYAmt |
| EOY | $19,808 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,681 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,130 | BOYAmt |
| EOY | $36,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,013,333 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $829,385 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,009 | BOYAmt |
| EOY | $183,948 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,720,684 | BOYAmt |
| EOY | $30,016 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $707,871 | BOYAmt |
| EOY | $571,148 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,164,679 | BOYAmt |
| EOY | $4,985,414 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,865 | BOYAmt |
| EOY | $1,706,856 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,296,479 | BOYAmt |
| EOY | $1,527,997 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $425,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $816,545 | BOYAmt |
| EOY | $1,060,971 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,690,889 | BOYAmt |
| EOY | $4,720,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,009,539 | BOYAmt |
| EOY | -$3,498,711 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,251 | BOYAmt |
| EOY | $3,763,301 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,473,790 | BOYAmt |
| EOY | $264,590 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,164,679 | BOYAmt |
| EOY | $4,985,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,011,413 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,309 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$213,096 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,881,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,619,726 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,207,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,438,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,324,219 | CurrentTaxYearAmt |
| Total | $38,471,922 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $167,802 | CurrentTaxYearMinus3YearsAmt |
| Total | $167,802 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,881,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,787,528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,207,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,438,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,324,219 | CurrentTaxYearAmt |
| Total | $38,639,724 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,262,356 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,377,368 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,646 | CurrentTaxYearAmt |
| Total | $133,567 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $96,761 | CurrentTaxYearMinus1YearAmt |
| Total | $96,761 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,341 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$13,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,691 | CurrentTaxYearAmt |
| Total | $110,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,980,052 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,091,883 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75770 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,609 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,748 | DepreciationAmt |
| Book Value | $9,861 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $998,724 | OtherCostOrOtherBasisAmt |
| Depreciation | $824,637 | DepreciationAmt |
| Book Value | $174,087 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $183,948 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $5,500 |
| OPERATING LEASE, RIGHT OF USE ASSETS | $565,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $571,148 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE | $82,322 |
| OPERATING LEASE LIABILITIES | $578,649 |
| LINE OF CREDIT | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,060,971 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SYMPHONY RECOGNIZES UNCERTAIN TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT JUNE 30, 2025, THE SYMPHONY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $262,770 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $206,070 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $56,700 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $10,700 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $13,544 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $31,997 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $83,020 | OtherDirectExpensesEvent1Amt |
| Event2 | SAVOR THE SYMPHONY | Event2Nm |
| Gross Receipts Event2 | $175,041 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $146,826 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $28,215 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $16,515 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $10,492 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $15,580 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $437,811 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $352,896 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $84,915 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $27,215 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,544 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $42,489 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $98,600 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $192,348 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$107,433 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER KJOME | ||||||||||||||
| PRESIDENT/CEO | $254,887 | $0 | $50,000 | $0 | $0 | $0 | $8,700 | $0 | $11,513 | $0 | $325,100 | $0 | $0 | $0 |
| TAMELA ROCKER | ||||||||||||||
| SVP & CHIEF ADVANCEMENT OFFICER | $141,451 | $0 | $0 | $0 | $0 | $0 | $4,569 | $0 | $8,868 | $0 | $154,888 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS USING INFORMATION FROM THE LEAGUE OF AMERICAN SYMPHONY ORCHESTRAS PLUS INPUT FROM LOCAL EMPLOYMENT AGENCIES. THE BOARD CHAIR CONDUCTS A PERFORMANCE REVIEW ANNUALLY. THE 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| OLIVER HARPER | |||||||
| BOARD MEMBER | FOR OPERATING CASH FLOW | Yes (X) | $300,000 | $300,000 | 0 | Yes (1) | Yes (1) |
| ADAM GOODMAN | |||||||
| BOARD MEMBER | FOR OPERATING CASH FLOW | Yes (X) | $100,000 | $100,000 | 0 | Yes (1) | Yes (1) |
| PETER KJOME | |||||||
| PRESIDENT & CEO | FOR OPERATING CASH FLOW | Yes (X) | $25,000 | $25,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $425,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DONATED AUCTION ITEMS FOR SPECIAL EVENTS | 33 | $27,215 | FMV |
| Yes (X) | OTHER DONATED SPECIAL EVENT ITEMS | 7 | $4,321 | FMV |
| Yes (X) | TICKETS | 6 | $2,245 | FMV |
| Yes (X) | GIFT CERTIFICATES | 4 | $1,325 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | PART 1, COLUMN B REPRESENTS THE NUMBER OF INDIVIDUAL DONATIONS RECEIVED | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS CONSIST OF THOSE PERSONS AND ENTITIES WHO, DURING THE PREVIOUS 12 MONTHS, CONTRIBUTED TO THE ASSOCIATION, FOR CURRENT EXPENDITURE, A SUM OF NO LESS THAN $100. THE VARIOUS CLASSIFICATIONS OF MEMBERSHIP SHALL BE DETERMINED BY THE BOARD FROM TIME TO TIME. |
| FORM 990, PART VI, SECTION A, 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. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE VP OF FINANCE REVIEWS THE FORM 990 BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | NEW BOARD MEMBERS ARE PROVIDED A COPY OF THE POLICY AT THEIR ORIENTATION, WHICH THEY PROMPTLY COMPLETE AND SIGN. ALL BOARD MEMBERS ARE REQUIRED TO UPDATE THEIR DISCLOSURE ANNUALLY. WHEN A CONFLICT EXISTS, THE BOARD MEMBER IS RECUSED FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | 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 2024. THE 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. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 1023 IS MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND PUBLIC COPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | ARTISTIC CONTRACTORS: PROGRAM SERVICE EXPENSES 1,220,541. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,220,541. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 602,544. MANAGEMENT AND GENERAL EXPENSES 362,106. FUNDRAISING EXPENSES 178,986. TOTAL EXPENSES 1,143,636. STAGEHAND CONTRACTORS: PROGRAM SERVICE EXPENSES 213,067. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 213,067. CONSULTING FEES: PROGRAM SERVICE EXPENSES 35,845. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,845. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART XI, LINE 8 | A PRIOR PERIOD ADJUSTMENT WAS RECORDED DUE TO THE AUDITED FINANCIAL STATEMENTS FOR FY '24 NOT BEING COMPLETED UNTIL AFTER THE FORM 990 WAS FILED AND THERE WERE AUDIT ADJUSTMENTS THAT WERE DETERMINED AFTER FILING. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX SYMPHONY SUPPORT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N 1ST ST STE 200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262741009 | EIN |
| Primary Activities | SUPPORT TO PHOENIX SYMPHONY | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX SYMPHONY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |