Phoenix Symphony Association: Nonprofit Profile, Financials & Form 990 (EIN 86-6000134)

Revenue by fiscal year
FY2020	$8.5M
FY2021	$4.9M
FY2022	$19.6M
FY2023	$8.3M
FY2024	$10.5M
FY2025	$12.3M

Expenses by fiscal year
FY2020	$11.2M
FY2021	$4.0M
FY2022	$9.8M
FY2023	$11.3M
FY2024	$13.5M
FY2025	$14.4M

Net assets by fiscal year
FY2020	−$2.9M
FY2021	−$1.9M
FY2022	$7.9M
FY2023	$5.4M
FY2024	$2.5M
FY2025	$265K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1947.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

70 cents of each dollar spent went to programs.

70%

20%

Program services 70% · $10.1M Management & general 20% · $2.9M Fundraising 10% · $1.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

35 people listed on the 990; $1.0M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Peter Kjome

President/CEO

$304,887Pt VII · Sec A

Tamela Rocker

SVP & Chief Advancement Officer

$141,451Pt VII · Sec A

Nicole Pena

VP of Philanthropy

$132,235Pt VII · Sec A

Rachel Dahl

VP of Marketing

$130,450Pt VII · Sec A

Christopher Powell

VP of Operations & Artistic Planning

$130,339Pt VII · Sec A

Dian D'Avanzo

Orchestra Member/Board Member

$64,753Pt VII · Sec A

Anna Kim Kazepides

Orchestra Member/Board Member

$63,189Pt VII · Sec A

Susan Haag

Treasurer

$57,676Pt VII · Sec A

Peter Kjome’s $305K as President/CEO is at the 43rd percentile of top reported officer pay among 749 $10–100M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Suzanne Wilson	—	—	$310,795	$349,038	$139,423	—
Peter Kjome	$304,887	$228,568	—	—	—	—
Tito Munoz	—	$285,322	$259,886	$179,595	—	—
James Ward	—	—	—	—	—	$222,649
Nicola Pena	—	$174,868	—	—	—	—
Tamela Rocker	$141,451	—	—	—	—	—
Nicole Pena	$132,235	—	—	—	—	—
Jeffrey Hunsinger	—	—	—	—	—	$130,599

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes
Loans to or from officersSch L · Pt II3 listed

Programs and updates

Offers inspiring musical experiences to enrich lives for all ages and backgrounds.

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Provided by the organization

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1 program · $10.1M · in their own filed words · FY2024

01

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.

$10.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

Arizona Community FoundationFY2024$264K

Donor Advised Charitable Giving INCFY2024$122K

Fidelity Investments Charitable Gift FundFY2024$82K

Butler Family FoundationFY2024$32K

Rosenbluth Family Charitable FoundationFY2024$28K

Jewish Community Foundation of Greater PhoenixFY2024$12K

Phoenix Symphony Support FoundationFY2024$11K

National Philanthropic TrustFY2024$10K

Total grants receivedfrom 13 funders$596K

See all 13 funders →

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$12.3M

Ln 12

Gifts and grantsLn 1h$7.3M

Fees for servicesLn 2g$5.1M

Investment incomeLn 3$31K

Money outPt IX

$14.4M

Ln 25

Programscol B$10.1M

Managementcol C$2.9M

Fundraisingcol D$1.4M

Owns and owesPt X

$265K

net assets · Ln 32

Cash and savingsLn 1–2$120K

Total assetsLn 16$5.0M

LiabilitiesLn 26$4.7M

PeoplePt VI, VII

35

listed · VII A

PaidVII A8

Voting boardVI 1a30

IndependentVI 1b27

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$7.3M

Government grantsLn 1e$251K

Noncash giftsLn 1g$35K

Fundraising eventsLn 1c$353K

Fees for servicesLn 2g$5.1M

Investment incomeLn 3$31K

Gains on assetsLn 7$15K

Total revenueLn 12$12.3M

Assets in detailPt X, end of year

CashLn 1$120K

SavingsLn 2$137

Cash and savings togetherLn 1–2$120K

InvestmentsLn 11–13$30K

Land, buildings, equipmentLn 10c$184K

Other assetsLn 15$571K

Total assetsLn 16$5.0M

LiabilitiesLn 26$4.7M

Net assetsLn 32$265K

OperationsPt I, VI

EmployeesI 5245

VolunteersI 6144

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$73K	$120K
InvestmentsLn 11–13	$1.7M	$30K
Land, buildings, equipmentLn 10c	$196K	$184K
Total assetsLn 16	$5.2M	$5.0M
LiabilitiesLn 26	$2.7M	$4.7M
Net assetsLn 32	$2.5M	$265K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$502K	$238K	$132K	$132K
Other salaries and wagesLn 7	$6.5M	$4.9M	$865K	$663K
Pension plan contributionsLn 8	$273K	$219K	$30K	$23K
Other employee benefitsLn 9	$1.0M	$815K	$122K	$98K
Payroll taxesLn 10	$665K	$523K	$79K	$64K
Legal feesLn 11b	$17K		$17K
Accounting feesLn 11c	$60K		$60K
Other fees for servicesLn 11g	$2.6M	$2.1M	$362K	$179K
Advertising and promotionLn 12	$438K		$426K	$12K
Office expensesLn 13	$581K	$193K	$346K	$42K
OccupancyLn 16	$619K	$354K	$98K	$168K
TravelLn 17	$264K	$242K	$14K	$8K
Depreciation, depletion and amortizationLn 22	$36K	$18K	$18K
InsuranceLn 23	$123K	$52K	$70K
Other expenses (24a–d)Ln 24	$676K	$400K	$256K	$21K
Total functional expensesLn 25	$14.4M	$10.1M	$2.9M	$1.4M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$12.3M	$14.4M	−$2.0M	$265K	990 PDF
FY2024	$10.5M	$13.5M	−$3.0M	$2.5M	990 PDF
FY2023	$8.3M	$11.3M	−$3.0M	$5.4M	990 PDF
FY2022	$19.6M	$9.8M	$9.8M	$7.9M	990 PDF
FY2021	$4.9M	$4.0M	$890K	−$1.9M	990 PDF
FY2020	$8.5M	$11.2M	−$2.7M	−$2.9M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $12,345,711 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $5,438,192$7,324,219

I-9 Program service revenuePrior year $4,769,965$5,085,292

I-10 Investment incomePrior year $121,129$30,919

I-11 Other revenuePrior year $168,332−$94,719

I-12 Total revenuePrior year $10,497,618$12,345,711

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $8,229,961$8,929,780

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $5,249,440$5,427,344

I-18 Total expensesPrior year $13,479,401$14,357,124

I-19 Revenue less expensesPrior year −$2,981,783−$2,011,413

Part VI · Governance 27 of 30 board members independent, no flags

VI-1a Voting members of the governing body30

VI-1b Independent voting members27

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $12,345,711 across 13 lines filed

Lines not itemized here account for $6,591 of total revenue; see the IRS return.

VIII-1c Fundraising events$352,896

VIII-1d Related organizations$10,600

VIII-1e Government grants$251,153

VIII-1f All other contributions, gifts and grants$6,709,570

VIII-1g Noncash contributions (included above)$35,106

VIII-1h Total contributions, gifts and grants$7,324,219

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,085,292$5,085,292

VIII-3 Investment incomeExcluded from tax $16,214$16,214

VIII-5 RoyaltiesExcluded from tax $432$432

VIII-7 Net gain or loss on sales of assetsExcluded from tax $14,705$14,705

VIII-8 Net income from fundraising eventsExcluded from tax −$107,433−$107,433

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,691$5,691

VIII-12 Total revenueRelated to mission $5,097,574 · Unrelated business $0 · Excluded from tax −$76,082$12,345,711

Part IX · Statement of functional expenses $14,357,124 across 15 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $237,861 · Management $131,904 · Fundraising $131,904$501,669

IX-7 Other salaries and wagesPrograms $4,927,245 · Management $864,671 · Fundraising $663,268$6,455,184

IX-8 Pension plan contributionsPrograms $219,394 · Management $29,932 · Fundraising $23,482$272,808

IX-9 Other employee benefitsPrograms $814,742 · Management $122,261 · Fundraising $97,807$1,034,810

IX-10 Payroll taxesPrograms $522,622 · Management $78,965 · Fundraising $63,722$665,309

IX-11b Legal feesManagement $17,398$17,398

IX-11c Accounting feesManagement $59,996$59,996

IX-11g Other fees for servicesPrograms $2,071,997 · Management $362,106 · Fundraising $178,986$2,613,089

IX-12 Advertising and promotionManagement $426,458 · Fundraising $11,740$438,198

IX-13 Office expensesPrograms $193,082 · Management $345,698 · Fundraising $42,413$581,193

IX-16 OccupancyPrograms $353,594 · Management $97,756 · Fundraising $167,726$619,076

IX-17 TravelPrograms $241,738 · Management $14,187 · Fundraising $7,587$263,512

IX-22 Depreciation, depletion and amortizationPrograms $17,929 · Management $17,930$35,859

IX-23 InsurancePrograms $52,165 · Management $70,497$122,662

IX-24 Other expenses (24a–d)Programs $399,788 · Management $255,758 · Fundraising $20,815$676,361

IX-25 Total functional expensesPrograms $10,052,157 · Management $2,895,517 · Fundraising $1,409,450$14,357,124

Part X · Balance sheet $4,985,414 assets, 18 lines filed

X-1 Cash, non-interest-bearingStart of year $62,454$120,090

X-2 Savings and temporary cash investmentsStart of year $10,127$137

X-3 Pledges and grants receivableStart of year $2,222,797$4,023,747

X-4 Accounts receivableStart of year $6,926$19,808

X-8 Inventories for sale or useStart of year $17,681$0

X-9 Prepaid expenses and deferred chargesStart of year $220,130$36,520

X-10c Land, buildings and equipment, netStart of year $196,009$183,948

X-11 Publicly traded securitiesStart of year $1,720,684$30,016

X-15 Other assetsStart of year $707,871$571,148

X-16 Total assetsStart of year $5,164,679$4,985,414

X-17 Accounts payable and accrued expensesStart of year $577,865$1,706,856

X-19 Deferred revenueStart of year $1,296,479$1,527,997

X-25 Other liabilitiesStart of year $816,545$1,060,971

X-26 Total liabilitiesStart of year $2,690,889$4,720,824

X-27 Net assets without donor restrictionsStart of year $2,009,539−$3,498,711

X-28 Net assets with donor restrictionsStart of year $464,251$3,763,301

X-32 Total net assets or fund balancesStart of year $2,473,790$264,590

X-33 Total liabilities and net assetsStart of year $5,164,679$4,985,414

Part XI · Reconciliation of net assets $264,590 net assets at year end

XI-1 Total revenue$12,345,711

XI-2 Total expenses$14,357,124

XI-3 Revenue less expenses−$2,011,413

XI-4 Net assets at start of year$2,473,790

XI-5 Net unrealized gains (losses) on investments$15,309

XI-8 Prior period adjustments−$213,096

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$264,590

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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