2024-12-10T16:18:25-06:00 2024-06-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2023-07-01 273777745 TUCSON DESERT SONG FESTIVAL TUCS 8885463305 PO BOX 65866 TUCSON AZ 85728 THERESA FORSYTHE TREASURER 8885463305 2024-12-06 1 1 MONICA A VERA CPA P01456278 5203214600 2024-12-06 2023 2024-10-15 13:58:12Z JEANNETTE SEGEL PO BOX 65866 TUCSON AZ 85728 396056 0 X TUCSONDESERTSONGFESTIVAL.ORG X 2010 AZ TO EDUCATE ABOUT CLASSICAL VOCAL LITERATURE THROUGH AN ANNUAL SONG FESTIVAL AND EDUCATIONAL PROGRAMS. 26 26 0 26 0 0 66927 315385 0 0 5397 30793 0 0 72324 346178 1500 121500 0 0 0 0 0 0 0 27120 169959 28620 291459 43704 54719 723988 795790 413 268 723575 795522 TO BRING EXCEPTIONAL PERFORMANCES FROM WORLD CLASS VOCAL ARTISTS TO TUCSON THROUGH AN ANNUAL SONG FESTIVAL AND OFFER EDUCATIONAL OPPORTUNITIES. 0 0 258953 121500 FROM JULY 1, 2023 TO JUNE 30, 2024 THE ORGANIZATION COORDINATED, SUBSIDIZED AND PUBLICIZED THE PRESENTATIONS THAT MAKE UP OUR ANNUAL SONG FESTIVAL. DURING OUR FESTIVAL SEASON THE ARIZONA OPERA, BALLET TUCSON, TUCSON SYMPHONY ORCHESTRA, TRUE CONCORD, TUCSON GUITAR SOCIETY, ARIZONA EARLY MUSIC SOCIETY, THE UNIVERSITY OF ARIZONA/ARIZONA ARTS LIVE, ARIZONA THEATER COMPANY AND TUCSON JAZZ FESTIVAL/JAZZ IN JANUARY PRESENTED PROGRAMS SUBSIDIZED BY OUR GRANTS. WE WERE ALSO ABLE TO PRESENT THE WORLD PREMIERE OF A COMPOSITION WRITTEN BY JIMMY LOPEZ BELLIDO FOR THE TUCSON DESERT SONG FESTIVAL. 258953 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 X THERESA FORSYTHE 8885463305 PO BOX 65866 TUCSON AZ 85728 X ERIC AHLSTROM DIRECTOR 0.50 X 0 0 0 CELIA BALFOUR DIRECTOR 0.50 X 0 0 0 MARLYS BEIDER DIRECTOR 0.50 X 0 0 0 JOHN BURCHER DIRECTOR 0.50 X 0 0 0 CAROL DES COGNETS DIRECTOR 0.50 X 0 0 0 JEAN COOPER DIRECTOR 0.50 X 0 0 0 WILLIAM COULTER DIRECTOR 0.50 X 0 0 0 ANDREA CRANE DIRECTOR 0.50 X 0 0 0 LUDWIG DEPPISCH DIRECTOR 0.50 X 0 0 0 KHRIS DODGE DIRECTOR 0.50 X 0 0 0 PATRICIA ENGELS DIRECTOR 0.50 X 0 0 0 JOHN FORSYTHE III DIRECTOR 0.50 X 0 0 0 LINDA FULGENZI DIRECTOR 0.50 X 0 0 0 ROSIE GARCIA DIRECTOR 0.50 X 0 0 0 THEODORE HARITON MD DIRECTOR 0.50 X 0 0 0 ELIZABETH KEATON DIRECTOR 0.50 X 0 0 0 MARY KOSS DIRECTOR 0.50 X 0 0 0 NANCY MARCH DIRECTOR 0.50 X 0 0 0 SUSAN MARKOVICH DIRECTOR 0.50 X 0 0 0 JULIANA OSINCHUK DIRECTOR 0.50 X 0 0 0 GLENN PARIS DIRECTOR 0.50 X 0 0 0 JULIA PERNET DIRECTOR 0.50 X 0 0 0 HERSCHEL ROSENZWEIG DIRECTOR 0.50 X 0 0 0 DIANA VARECKA DIRECTOR 0.50 X 0 0 0 TIMOTHY VARECKA DIRECTOR 0.50 X 0 0 0 KAREN WADMAN DIRECTOR 0.50 X 0 0 0 ANDREW WATSON DIRECTOR 0.50 X 0 0 0 JEANNETTE SEGEL PRESIDENT 8.00 X X 0 0 0 CAROLYNN AHLSTROM SECRETARY 8.00 X X 0 0 0 THERESA FORSYTHE TREASURER 8.00 X X 0 0 0 0 0 0 0 0 0 0 0 315385 49878 315385 30406 30406 50265 49878 387 387 387 346178 0 0 30793 X 121500 121500 4150 4150 61229 41050 20179 43720 43720 3242 3242 557 557 3295 3295 29 29 1054 1054 COMPOSITION PROJECTS 49035 49035 EDUCATION AND DEVELOPME 3648 3648 291459 258953 32506 0 84983 88885 421272 460068 217733 246837 723988 795790 413 268 413 268 X 713895 733842 9680 61680 723575 795522 723988 795790 54719 17228 0 X 0 0 0 X 353013 314590 360548 302274 382312 1712737 353013 314590 360548 302274 382312 1712737 925936 786801 3919 305 5086 19672 35803 64785 1777522 2100 0.44260 0.46520 X SCHEDULE A, PART II, SECTION A THE ORGANIZATION CHANGED ITS YEAR END FROM MARCH 31ST TO JUNE 30TH BY FILING A SHORT YEAR RETURN FOR THE PERIOD 04/01/2023 TO 06/30/2023. AS A RESULT, PART II, COLUMN E REPRESENTS THE SHORT TAX YEAR 04/01/2023 TO 06/30/2023 AND THE FULL FISCAL YEAR 07/01/2023 TO 06/30/2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 ARIZONA OPERA 1636 N CENTRAL AVENUE PHOENIX AZ 85004 237169261 501(C)(3) 35000 0 SUBSIDIZE PERFORMANCES; MASTER CLASS; LEADING VOCAL ARTIST TRUE CONCORD VOICES AND ORCHESTRA PO BOX 64912 TUCSON AZ 85728 562488631 501(C)(3) 10000 0 SUBSIDIZE PERFORMANCES; MASTER CLASS; LEADING VOCAL ARTIST TUCSON SYMPHONY ORCHESTRA 2175 N 6TH AVENUE TUCSON AZ 85707 860107538 501(C)(3) 15000 0 SUBSIDIZE PERFORMANCES FEATURING LEADING VOCAL ARTISTS BALLET TUCSON 200 S TUCSON BOULEVARD TUCSON AZ 85716 860557264 501(C)(3) 10000 0 SUBSIDIZE PERFORMANCES FEATURING VOCAL ARTISTS ARIZONA EARLY MUSIC PO BOX 44172 TUCSON AZ 85733 860460081 501(C)(3) 7500 0 SUBSIDIZE PERFORMANCES FEATURING LEADING VOCAL ARTISTS TUCSON GUITAR SOCIETY PO BOX 40686 TUCSON AZ 85717 860675928 501(C)(3) 9500 0 SUBSIDIZE PERFORMANCES FEATURING LEADING VOCAL ARTISTS ARIZONA THEATER COMPANY PO BOX 1631 TUCSON AZ 857021631 860211777 501(C)(3) 10000 0 SUBSIDIZE PERFORMANCES FEATURING LEADING VOCAL ARTISTS JAZZ IN JANUARY INC 64 E BROADWAY BOULEVARD TUCSON AZ 85701 473171603 501(C)(3) 7500 0 SUBSIDIZE PERFORMANCES FEATURING LEADING VOCAL ARTISTS ARIZONA ARTS LIVE 1303 E UNIVERSITY BOX 5 TUCSON AZ 857190521 742652689 15000 0 SUBSIDIZE PERFORMANCES FEATURING LEADING VOCAL ARTISTS 8 1 PART I, LINE 2: A CONTRACT LETTER IS PREPARED FOR OUR PERFORMING PARTNERS DEFINING THE PURPOSE OF OUR GRANT AND THE EXPECTATION THAT THEY PERFORM THE PROGRAM OR CREATE AND PRESENT A COMPOSITION AS DESCRIBED IN THE CONTRACT LETTER AND IN CONFORMANCE WITH THE SONG FESTIVAL'S THEME FOR THE APPLICABLE YEAR'S SONG FESTIVAL. THE LETTER ALSO STATES HOW AND WHEN THE GRANT WILL BE PAID TO THE PERFORMING PARTNER. GENERALLY, PAYMENT OF OUR GRANT COMMITMENTS IS MADE FOLLOWING THE PERFORMANCE DEFINED IN THE CONTRACTUAL LETTER, BUT NOT BEFORE WE RECEIVE A WRITTEN REQUEST FOR PAYMENT OF THE GRANT. X 1 49878 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 THERESA FORSYTHE, BOARD MEMBER AND TREASURER OF THE ORGANIZATION, IS MOTHER TO CAROLYNN F. AHLSTROM, ELIZABETH F. KEATON, JOHN G. FORSYTHE III, AND IS MOTHER-IN-LAW TO ERIC W. AHLSTROM, WHO ARE ALSO ON THE BOARD. DIANA VARECKA IS MOTHER TO TIMOTHY VARECKA, WHO IS ON THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEE MEETINGS ARE NOT DOCUMENTED, HOWEVER, ALL DECISIONS MADE BY THE COMMITTEES ARE VOTED ON BY THE FULL BOARD PRIOR TO ANY ACTION TAKEN. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY DEFINES AN INTERESTED PERSON AS ANY DIRECTOR, OFFICER, OR PROFESSIONAL STAFF, OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE REMAINING BOARD MEMBERS DISCUSS AND VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT IS DEEMED TO EXIST, THE INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD BUT AFTER THE PRESENTATION, THE INTERESTED PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION INVOLVING THE CONFLICT OF INTEREST. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION IS NOT REASONABLY ATTAINABLE, THE BOARD OR COMMITTEE SHALL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION IS ON THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT THE PERSON HAS RECEIVED, READ, UNDERSTANDS AND AGREES TO COMPLY WITH THE POLICY. THE BOARD OF DIRECTORS WILL ALSO CONDUCT PERIODIC REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FESTIVAL COORDINATOR: PROGRAM SERVICE EXPENSES 41,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,050. ADMINISTRATIVE ASSISTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,179. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,179.