2024-05-15T16:49:31-05:00 2023-06-30 390859910 BAKER TILLY US LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2022-07-01 866000134 PHOENIX SYMPHONY ASSOCIATION PHOE 6024951117 ONE N FIRST STREET 200 PHOENIX AZ 85004 PETER KJOME CEO 6024951117 2024-05-14 1 PETER KJOME 999009999 0 COLETTE KAMPS CPA P00367616 4808394900 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PETER KJOME ONE N FIRST STREET 200 PHOENIX AZ 85004 9192710 0 X PHOENIXSYMPHONY.ORG X 1947 AZ OUR MISSION IS TO PROVIDE THE JOY OF MUSIC AS A CATALYST IN HELPING ARIZONA TO BECOME THE BEST PLACE IN AMERICA TO WORK AND LIVE. WE WILL DO THIS BY CREATING HIGH QUALITY MUSICAL EXPERIENCES TO FEED THE SOULS OF OUR RESIDENTS, TO BOLSTER THE CULTURAL ECONOMY, AND TO EDUCATE AND STRENGTHEN OUR NEXT GENERATION RESULTING IN A CREATIVE WORKFORCE. 26 23 235 100 0 0 16619726 4207966 2915576 4030615 33003 62312 48341 -13200 19616646 8287693 0 0 0 0 6148065 7184063 0 0 452279 3661082 4093867 9809147 11277930 9807499 -2990237 9814657 7872563 1925496 2493272 7889161 5379291 X OUR MISSION IS TO PROVIDE THE JOY OF MUSIC AS A CATALYST IN HELPING ARIZONA TO BECOME THE BEST PLACE IN AMERICA TO WORK AND LIVE. WE WILL DO THIS BY CREATING HIGH QUALITY MUSICAL EXPERIENCES TO FEED THE SOULS OF OUR RESIDENTS, TO BOLSTER THE CULTURAL ECONOMY, AND TO EDUCATE AND STRENGTHEN OUR NEXT GENERATION RESULTING IN A CREATIVE WORKFORCE. 0 0 8133315 4030615 THE SYMPHONY PERFORMS MUSIC PROVIDING A DIVERSE REPERTOIRE TO AUDIENCES STATEWIDE. THE PHOENIX SYMPHONY ASSOCIATION SERVES MORE THAN 300,000 PEOPLE ANNUALLY AT PHOENIX SYMPHONY HALL AND OTHER PERFORMING ARTS CENTERS AROUND THE STATE OF ARIZONA. OUR REPERTOIRE INCLUDES CLASSICS, POPS, AND CHAMBER CONCERTS AND POPS SERIES FEATURING WORLD-CLASS CONDUCTORS AND GUEST ARTISTS. 8133315 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 55 0 235 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 23 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 6024951117 ONE N FIRST ST STE 200 PHOENIX AZ 85004 SUZANNE WILSON PRESIDENT/CEO 40.00 X X 310795 0 10471 JEFF RICH VICE CHAIR/DEVELOPMENT 1.00 X X 0 0 0 AIDAN MCSHEFFREY VICE CHAIR/AUDIT 1.00 X X 0 0 0 DAVID BORNEMANN VICE CHAIR 1.00 X X 0 0 0 BRUCE E COVIL VICE CHAIR / SECRETARY 1.00 X X 0 0 0 KEVIN MORIARTY VICE CHAIR/FINANCIAL 1.00 1.00 X X 0 0 0 LON BABBY VICE CHAIR/GOVERNANCE 1.00 X X 0 0 0 OLIVER HARPER CHAIR EMERITUS 1.00 X 0 0 0 JOHN GRAHM CHAIR EMERITUS 1.00 X 0 0 0 MARK YOUNG BOARD MEMBER 1.00 X 0 0 0 KENNETH VECCHIONE BOARD MEMBER 1.00 X 0 0 0 MORRIS STEIN BOARD MEMBER 1.00 X 0 0 0 CARY HARBOR BOARD MEMBER 1.00 X 0 0 0 DAVID SELDEN BOARD MEMBER 1.00 X 0 0 0 DORIS ONG BOARD MEMBER 1.00 X 0 0 0 ELIOT MINSKER BOARD MEMBER 1.00 1.00 X 0 0 0 ADAM GOODMAN CHAIR 1.00 X X 0 0 0 LAURA FRANCO FRENCH BOARD MEMBER 1.00 X 0 0 0 MAX FOSE BOARD MEMBER 1.00 X 0 0 0 DR BERNARD BENDOK BOARD MEMBER 1.00 X 0 0 0 ELLEN ANDEEN BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER WOLF MUSICIAN/ORCHESTRA COMMITTEE 30.00 X 46738 0 0 ANNA KIM KAZEPIDES MUSICIAN/ORCHESTRA COMMITTEE 30.00 X 54465 0 0 TITO MUNOZ BOARD MEMBER / MUSIC DIREC 30.00 X 259886 0 0 PAUL PENZONE BOARD MEMBER 1.00 X 0 0 0 PETER KJOME PRESIDENT/CEO 40.00 X X 0 0 0 SUSAN W HAAG VP FINANCE 40.00 X 110142 0 15768 782026 0 26239 3 0 1 0 CAPACITY INTERACTIVE CONSULTING 82 NASSAU ST 60283 NEW YORK NY 10038 DIGITAL MARKETING CONSULTING 385500 ON ADVERTISING INC 101 N 1ST AVE STE 2000 PHOENIX AZ 85003 ADVERTISING 151450 ESSER DESIGN 2355 E CAMELBACK RD STE 200 PHOENIX AZ 85016 PROFESSIONAL DESIGN SERVICES 118043 4 10500 2158284 2039182 4207966 TICKET SALES 711190 3023795 3023795 FEE ENGAGEMENTS 711190 733924 733924 HANDLING FEES 711190 272896 272896 4030615 61804 61804 905525 905017 508 508 508 LOSS ON DISPOSAL OF EQ 900099 -13200 -13200 -13200 8287693 4017415 0 62312 X 328927 232414 96513 5122045 4129634 779336 213075 147504 138374 7728 1402 958175 839326 83377 35472 627412 542624 61856 22932 56683 56683 21390 21390 1722271 1354200 365921 2150 414225 408567 5658 29587 18166 10415 1006 698581 550058 148523 185383 170017 12736 2630 22688 11344 11344 132872 51696 81176 PRODUCTION COSTS 260560 260560 BANK AND CREDIT CARD FE 190498 42160 148338 MISCELLANEOUS EXPENSES 169519 5219 113890 50410 POSTAGE 145203 8842 115665 20696 44407 11095 32977 335 11277930 8133315 2692336 452279 661028 235502 100114 115124 301679 2243474 2500 21308 17681 17681 81090 121871 901645 765166 135898 136479 8494712 4789772 19955 191352 9814657 7872563 337887 365793 1117279 1569509 300000 200000 170330 357970 1925496 2493272 X 7764630 5220186 124531 159105 7889161 5379291 9814657 7872563 -2990237 322084 158283 0 X 0 1 X 0 0 X 7322691 4259989 4881819 16619726 4207966 37292191 218774 218774 167802 605350 7541465 4478763 4881819 16787528 4207966 37897541 9957214 27940327 8146 8207 2196 33003 61804 113356 20108 39574 1483 48341 -13200 96306 38107203 0.73320 0.70810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14609 1826 12783 887036 763340 123696 136479 DUE TO AFFILIATE 116830 DEFERRED CONDITIONAL CONTRIBUTIONS 53500 OPERATING LEASE LIABILITIES 187640 357970 X PART X, LINE 2: THE SYMPHONY RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT JUNE 30, 2023, THE SYMPHONY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X 0 0 0 0 0 0 0 0 0 SUZANNE WILSON PRESIDENT/CEO 185795 0 125000 0 0 0 10471 0 0 0 321266 0 0 0 TITO MUNOZ BOARD MEMBER / MUSIC DIREC 259886 0 0 0 0 0 0 0 0 0 259886 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 OPERATIONAL FUNDING X 300000 200000 0 1 0 200000 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 WHEN A BOARD MEMBER IS APPOINTED AN ORIENTATION IS PROVIDED. A CONFLICT OF INTEREST STATEMENT IS PROVIDED TO THE MEMBER WHO IS REQUIRED TO SIGN A STATEMENT WHETHER HE/SHE HAS A CONFLICT OF INTEREST. IF A TRANSACTION OR ARRANGEMENT INVOLVING A BOARD MEMBER WITH A DIRECT OR INDIRECT FINANCIAL INTEREST OCCURS, THE BOARD MEMBER MUST RECUSE THEMSELVES FROM ANY INVOLVEMENT INCLUDING A VOTE OF THE TRANSACTION OR ARRANGEMENT. 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 DECEMBER OF 2016. 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 ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND PUBLIC COPIES OF THE FORM 990 ARE AVAILABLE TO THE PUBLIC 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 PROFESSIONAL AND CONSULTING FEEES: PROGRAM SERVICE EXPENSES 1,354,200. MANAGEMENT AND GENERAL EXPENSES 365,921. FUNDRAISING EXPENSES 2,150. TOTAL EXPENSES 1,722,271. 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 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0