Phoenix Symphony Association FY2020 filing

Tax-deductible

Phoenix, AZ501(c)(3)Since 1947Arts & CultureEIN 86-6000134Revenue $8.5M in FY2020

On file with the IRSphoenixsymphony.org1 N 1st St Ste 200, 85004-2538 · Phoenix, AZTax-exempt since Oct 1947Publicly supported — 509(a)(2)

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To provide extraordinary musical experiences that inspire and advance our community, enriching the lives of people of all ages and backgrounds

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$434K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $4K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$434K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
13
named funders · $596K
Looks good: 13 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$3.8M
447% of total assets
Concern: liabilities are 447% of assets; over 80%.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.5M
Spent
$11.2M
To programs
73%
Net assets
−$2.9M
By yearFY2020–FY2025
Revenue
$8.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$8.5M
FY2021$4.9M
FY2022$19.6M
FY2023$8.3M
FY2024$10.5M
FY2025$12.3M
Expenses
$11.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$11.2M
FY2021$4.0M
FY2022$9.8M
FY2023$11.3M
FY2024$13.5M
FY2025$14.4M
Net assets
−$2.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$2.9M
FY2021−$1.9M
FY2022$7.9M
FY2023$5.4M
FY2024$2.5M
FY2025$265K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

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

73 cents of each dollar spent went to programs.

Program services 73% · $8.2M Management & general 22% · $2.4M Fundraising 6% · $624K

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; $434K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
CEO (thru Jan. 2020)
$222,649Pt VII · Sec A
General Manager
$130,599Pt VII · Sec A
CFO (thru Aug 2019)
$80,640Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt 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

NameFY2025FY2024FY2023FY2022FY2021FY2020
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

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 · $8.2M · in their own filed words · FY2019
01

The symphony performs music providing a diverse repertoire to audiences statewide. The phoenx symphony association serves more than 300,000 people annually at phoenix symphony hall and other performing arts centers around the state of arizona.

$8.2Mprogram 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
See all 13 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$8.5M
Ln 12
Fees for servicesLn 2g$4.3M
Gifts and grantsLn 1h$4.3M
Investment incomeLn 3$8K
Money outPt IX
$11.2M
Ln 25
Programscol B$8.2M
Managementcol C$2.4M
Fundraisingcol D$624K
Owns and owesPt X
−$2.9M
net assets · Ln 32
Cash and savingsLn 1–2$149K
Total assetsLn 16$849K
LiabilitiesLn 26$3.8M
PeoplePt VI, VII
35
listed · VII A
PaidVII A3
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.3M
Government grantsLn 1e$1.3M
Noncash giftsLn 1g$601
Fundraising eventsLn 1c$255K
Fees for servicesLn 2g$4.3M
Investment incomeLn 3$8K
Total revenueLn 12$8.5M
Assets in detailPt X, end of year
CashLn 1$14K
SavingsLn 2$135K
Cash and savings togetherLn 1–2$149K
InvestmentsLn 11–13$161K
Land, buildings, equipmentLn 10c$175K
Other assetsLn 15$26K
Total assetsLn 16$849K
LiabilitiesLn 26$3.8M
Net assetsLn 32−$2.9M
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
LineStart FY20End FY20
Cash and savingsLn 1–2$1.1M$149K
InvestmentsLn 11–13$128K$161K
Land, buildings, equipmentLn 10c$255K$175K
Total assetsLn 16$3.5M$849K
LiabilitiesLn 26$3.6M$3.8M
Net assetsLn 32−$164K−$2.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$284K$24K$164K$96K
Other salaries and wagesLn 7$5.4M$4.7M$622K$149K
Pension plan contributionsLn 8$176K$155K$20K$1K
Other employee benefitsLn 9$860K$754K$96K$9K
Payroll taxesLn 10$603K$500K$82K$21K
Legal feesLn 11b$752$752
Accounting feesLn 11c$6K$6K
Other fees for servicesLn 11g$1.5M$1.1M$239K$146K
Advertising and promotionLn 12$806K$806K
Office expensesLn 13$26K$7K$19K
Information technologyLn 14$15K$15K
OccupancyLn 16$4K$4K
TravelLn 17$61K$52K$9K$986
InterestLn 20$39K$39K
Depreciation, depletion and amortizationLn 22$83K$83K
InsuranceLn 23$47K$11K$36K
Other expenses (24a–d)Ln 24$813K$727K$86K$45
All other expensesLn 24e$451K$169K$83K$200K
Total functional expensesLn 25$11.2M$8.2M$2.4M$624K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $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 Viewing $8.5M$11.2M−$2.7M−$2.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $8,518,986 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,322,691$4,259,989
I-9 Program service revenuePrior year $6,723,101$4,312,162
I-10 Investment incomePrior year $8,146$8,207
I-11 Other revenuePrior year −$150,807−$61,372
I-12 Total revenuePrior year $13,903,131$8,518,986
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 $8,287,047$7,356,525
I-16a Professional fundraising feesPrior year $72,223$0
I-17 Other expensesPrior year $5,208,675$3,850,089
I-18 Total expensesPrior year $13,567,945$11,206,614
I-19 Revenue less expensesPrior year $335,186−$2,687,628
Part VI · Governance no flags
VI-1a Voting members of the governing body0
VI-1b Independent voting members0
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 $8,518,986 across 11 lines filed
VIII-1c Fundraising events$255,310
VIII-1d Related organizations$52,100
VIII-1e Government grants$1,303,727
VIII-1f All other contributions, gifts and grants$2,648,852
VIII-1g Noncash contributions (included above)$601
VIII-1h Total contributions, gifts and grants$4,259,989
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,312,162$4,312,162
VIII-3 Investment incomeExcluded from tax $8,207$8,207
VIII-8 Net income from fundraising eventsExcluded from tax −$100,946−$100,946
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $39,574$39,574
VIII-12 Total revenueRelated to mission $4,351,736 · Unrelated business $0 · Excluded from tax −$92,739$8,518,986
Part IX · Statement of functional expenses $11,206,614 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $23,969 · Management $164,002 · Fundraising $95,871$283,842
IX-7 Other salaries and wagesPrograms $4,661,967 · Management $622,403 · Fundraising $149,334$5,433,704
IX-8 Pension plan contributionsPrograms $154,971 · Management $19,848 · Fundraising $1,310$176,129
IX-9 Other employee benefitsPrograms $754,111 · Management $96,142 · Fundraising $9,367$859,620
IX-10 Payroll taxesPrograms $499,892 · Management $81,863 · Fundraising $21,475$603,230
IX-11b Legal feesManagement $752$752
IX-11c Accounting feesManagement $5,750$5,750
IX-11g Other fees for servicesPrograms $1,112,087 · Management $239,418 · Fundraising $145,772$1,497,277
IX-12 Advertising and promotionManagement $805,886$805,886
IX-13 Office expensesPrograms $6,986 · Management $19,085$26,071
IX-14 Information technologyManagement $14,945$14,945
IX-16 OccupancyManagement $4,139$4,139
IX-17 TravelPrograms $51,636 · Management $8,842 · Fundraising $986$61,464
IX-20 InterestManagement $39,260$39,260
IX-22 Depreciation, depletion and amortizationManagement $82,891$82,891
IX-23 InsurancePrograms $10,857 · Management $36,447$47,304
IX-24 Other expenses (24a–d)Programs $727,426 · Management $85,843 · Fundraising $45$813,314
IX-24e All other expensesPrograms $168,764 · Management $82,574 · Fundraising $199,698$451,036
IX-25 Total functional expensesPrograms $8,172,666 · Management $2,410,090 · Fundraising $623,858$11,206,614
Part X · Balance sheet $848,615 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $68,155$13,502
X-2 Savings and temporary cash investmentsStart of year $1,003,026$135,079
X-3 Pledges and grants receivableStart of year $1,615,443$161,919
X-4 Accounts receivableStart of year $43,225$24,537
X-8 Inventories for sale or useStart of year $18,562$18,562
X-9 Prepaid expenses and deferred chargesStart of year $312,815$133,967
X-10c Land, buildings and equipment, netStart of year $254,865$174,582
X-11 Publicly traded securitiesStart of year $128,431$160,651
X-15 Other assetsStart of year $21,053$25,816
X-16 Total assetsStart of year $3,465,575$848,615
X-17 Accounts payable and accrued expensesStart of year $850,128$1,032,297
X-19 Deferred revenueStart of year $1,489,002$1,839,882
X-24 Unsecured notes and loans payable$700,000
X-25 Other liabilitiesStart of year $479,806$219,086
X-26 Total liabilitiesStart of year $3,629,112$3,791,265
X-27 Net assets without donor restrictionsStart of year −$1,778,980−$3,104,569
X-28 Net assets with donor restrictionsStart of year $1,615,443$161,919
X-32 Total net assets or fund balancesStart of year −$163,537−$2,942,650
X-33 Total liabilities and net assetsStart of year $3,465,575$848,615
Part XI · Reconciliation of net assets −$2,942,650 net assets at year end
XI-1 Total revenue$8,518,986
XI-2 Total expenses$11,206,614
XI-3 Revenue less expenses−$2,687,628
XI-4 Net assets at start of year−$163,537
XI-8 Prior period adjustments−$91,485
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$2,942,650

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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