2026-05-15T12:17:55-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2024-07-01 866000134 PHOENIX SYMPHONY ASSOCIATION PHOE 6024951117 ONE N FIRST STREET 200 PHOENIX AZ 85004 PETER KJOME CEO 6024951117 2026-05-14 1 0 COLETTE KAMPS P00367616 4808394900 2026-05-14 2024 2025-03-06 01:10:19Z PETER KJOME ONE N FIRST STREET 200 PHOENIX AZ 85004 12785018 0 X PHOENIXSYMPHONY.ORG X 1947 AZ TO PROVIDE EXTRAORDINARY MUSICAL EXPERIENCES THAT INSPIRE AND ADVANCE OUR COMMUNITY, ENRICHING THE LIVES OF PEOPLE OF ALL AGES AND BACKGROUNDS 30 27 245 144 0 0 5438192 7324219 4769965 5085292 121129 30919 168332 -94719 10497618 12345711 0 0 0 0 8229961 8929780 0 0 1409450 5249440 5427344 13479401 14357124 -2981783 -2011413 5164679 4985414 2690889 4720824 2473790 264590 X TO PROVIDE EXTRAORDINARY MUSICAL EXPERIENCES THAT INSPIRE AND ADVANCE OUR COMMUNITY, ENRICHING THE LIVES OF PEOPLE OF ALL AGES AND BACKGROUNDS 0 0 10052157 5097574 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. 10052157 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 121 0 245 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 27 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X FOUR LEAF FINANCIAL & ACCOUNTING PLLC 4804288640 4727 E BELL RD STE 45-253 PHOENIX AZ 85032 ADAM GOODMAN CHAIR 1.00 X X 0 0 0 MORRIS STEIN CHAIR-ELECT 10.00 X X 0 0 0 DAVID BORNEMANN VICE CHAIR 1.00 X X 0 0 0 JENNY HOLSMAN TETREAULT VICE CHAIR 1.00 X X 0 0 0 JEFF RICH VICE CHAIR 1.00 X X 0 0 0 DR OLIVER HARPER VICE CHAIR AND CHAIR EMERITUS 1.00 X X 0 0 0 JOHN GRAHAM BOARD MEMBER AND CHAIR EMERITUS 1.00 0.50 X 0 0 0 LON BABBY IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 LAURA FRANCO FRENCH SECRETARY 1.00 X X 0 0 0 ELLEN ANDEEN-KELLER BOARD MEMBER 1.00 X 0 0 0 ERIC BIEBER BOARD MEMBER 1.00 X 0 0 0 PHIL COWEN BOARD MEMBER 1.00 0.50 X 0 0 0 LESLIE DASHEW BOARD MEMBER 1.00 X 0 0 0 DIAN D'AVANZO ORCHESTRA MEMBER/BOARD MEMBER 30.00 X 64753 0 10870 MATTHEW FEENEY BOARD MEMBER 1.00 X 0 0 0 MAX FOSE BOARD MEMBER 1.00 X 0 0 0 CARY HARBOR BOARD MEMBER 1.00 X 0 0 0 ANNA KIM KAZEPIDES ORCHESTRA MEMBER/BOARD MEMBER 30.00 X 63189 0 11513 PHIL KIM BOARD MEMBER 1.00 X 0 0 0 VANESSA KISICKI BOARD MEMBER 1.00 X 0 0 0 DOUG LOEFGREN BOARD MEMBER 1.00 X 0 0 0 RICK MCCARTNEY BOARD MEMBER 1.00 X 0 0 0 DORIS ONG BOARD MEMBER 1.00 X 0 0 0 PAUL PENZONE BOARD MEMBER 1.00 X 0 0 0 LINDA MAC PERLICH BOARD MEMBER 1.00 X 0 0 0 KALLIE ROSE BOARD MEMBER 1.00 X 0 0 0 MARY JANE RYND BOARD MEMBER 1.00 0.50 X 0 0 0 DAVID SELDEN BOARD MEMBER 1.00 X 0 0 0 MARK STEBBINGS BOARD MEMBER 1.00 X 0 0 0 SUSAN HAAG TREASURER 7.00 X X 57676 0 2720 PETER KJOME PRESIDENT/CEO 40.00 1.00 X 304887 0 20213 TAMELA ROCKER SVP & CHIEF ADVANCEMENT OFFICER 40.00 X 141451 0 13437 NICOLE PENA VP OF PHILANTHROPY 40.00 X 132235 0 10681 RACHEL DAHL VP OF MARKETING 40.00 X 130450 0 3914 CHRISTOPHER POWELL VP OF OPERATIONS & ARTISTIC PLANNING 40.00 X 130339 0 15427 1024980 0 88775 5 0 1 0 CAPACITY INTERACTIVE PO BOX 50019 NEWARK NJ 07101 ADVERTISING 339170 PRIDE GROUP PO BOX 11100 CHANDLER AZ 85248 SECURITY 187030 PRISMA GRAPHIC CORP 2937 E BROADWAY ROAD 100 PHOENIX AZ 85040 MARKETING 180531 UTP PRODUCTIONS INC 35 BROADWA SALT LAKE CITY UT 84101 STAGEHAND CONTRACTORS 151487 PLEXUS TECHNOLOGY SOLUTIONS LLC 1423 SOUTH HIGLEY ROAD SUITE 120 MESA AZ 85206 IT SERVICE 127362 6 352896 10600 251153 6709570 35106 7324219 TICKET SALES 711190 3801578 3801578 FEE ENGAGEMENTS 711190 806000 806000 TICKET HANDLING FEES 711190 477714 477714 5085292 16214 16214 432 432 261664 246959 14705 14705 14705 84915 352896 192348 -107433 -107433 6591 0 6591 6591 CREDIT CARD REWARDS 900099 5591 5591 MISCELLANEOUS REVENUE 900099 100 100 5691 12345711 5097574 0 -76082 X 501669 237861 131904 131904 6455184 4927245 864671 663268 272808 219394 29932 23482 1034810 814742 122261 97807 665309 522622 78965 63722 17398 17398 59996 59996 2613089 2071997 362106 178986 438198 426458 11740 581193 193082 345698 42413 619076 353594 97756 167726 263512 241738 14187 7587 35859 17929 17930 122662 52165 70497 PRODUCTION COSTS 374115 374115 LICENSE, DUES & SUBSCRI 155418 25041 129978 399 BAD DEBT EXPENSE 106165 106165 MISCELLANEOUS EXPENSES 40663 632 19615 20416 14357124 10052157 2895517 1409450 62454 120090 10127 137 2222797 4023747 6926 19808 17681 0 220130 36520 1013333 829385 196009 183948 1720684 30016 707871 571148 5164679 4985414 577865 1706856 1296479 1527997 425000 816545 1060971 2690889 4720824 X 2009539 -3498711 464251 3763301 2473790 264590 5164679 4985414 X -2011413 15309 -213096 0 X X 0 1 X 1 0 X 4881819 16619726 4207966 5438192 7324219 38471922 167802 167802 4881819 16787528 4207966 5438192 7324219 38639724 11262356 27377368 2196 33003 61804 19918 16646 133567 96761 96761 1483 48341 -13200 67685 5691 110000 38980052 5091883 0.70230 0.75770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14609 4748 9861 998724 824637 174087 183948 DEPOSITS 5500 OPERATING LEASE, RIGHT OF USE ASSETS 565648 571148 DUE TO AFFILIATE 82322 OPERATING LEASE LIABILITIES 578649 LINE OF CREDIT 400000 1060971 X PART X, LINE 2: 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. GALA 262770 206070 56700 10700 13544 31997 6000 83020 SAVOR THE SYMPHONY 175041 146826 28215 16515 10492 4500 15580 437811 352896 84915 27215 13544 42489 10500 98600 192348 -107433 X X X 0 0 0 0 0 0 0 0 0 PETER KJOME PRESIDENT/CEO 254887 0 50000 0 0 0 8700 0 11513 0 325100 0 0 0 TAMELA ROCKER SVP & CHIEF ADVANCEMENT OFFICER 141451 0 0 0 0 0 4569 0 8868 0 154888 0 0 0 PART I, LINE 3 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. OLIVER HARPER BOARD MEMBER FOR OPERATING CASH FLOW X 300000 300000 0 1 1 ADAM GOODMAN BOARD MEMBER FOR OPERATING CASH FLOW X 100000 100000 0 1 1 PETER KJOME PRESIDENT & CEO FOR OPERATING CASH FLOW X 25000 25000 0 1 1 425000 X DONATED AUCTION ITEMS FOR SPECIAL EVENTS 33 27215 FMV X OTHER DONATED SPECIAL EVENT ITEMS 7 4321 FMV X TICKETS 6 2245 FMV X GIFT CERTIFICATES 4 1325 FMV 0 0 0 PART I, COLUMN (B): PART 1, COLUMN B REPRESENTS THE NUMBER OF INDIVIDUAL DONATIONS RECEIVED 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. PHOENIX SYMPHONY SUPPORT FOUNDATION 1 N 1ST ST STE 200 PHOENIX AZ 85004 262741009 SUPPORT TO PHOENIX SYMPHONY AZ 501(C)(3) LINE 12A, I PHOENIX SYMPHONY ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0