2024-03-08T14:13:25-06:00 2023-06-30 211193554 PARTRIDGE & ASSOCIATES CPAS PLC 13430 N SCOTTSDALE RD SUITE 300 SCOTTSDALE AZ 85254 990 2022-07-01 454921610 SCOTTSDALE PHILHARMONIC INC C/O JOY PARTRIDGE SCOT 4809902727 13430 N SCOTTSDALE RD 300 SCOTTSDALE AZ 85254 JOY PARTRIDGE PRESIDENT 4809902727 2024-03-08 1 JOY PARTRIDGE 999009999 1 JOY PARTRIDGE CPA P01368623 4809902727 2024-03-05 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOY PARTRIDGE 13430 N SCOTTSDALE RD 300 SCOTTSDALE AZ 85254 491333 0 X WWW.SCOTTSDALEPHILHARMONIC.COM X 2012 AZ TO ENRICH THE VALLEY-WIDE PHOENIX METROPOLITAN AREA WITH CLASSICAL MUSIC FOR EVERYONE. 6 0 2 0 0 0 207520 491333 0 0 0 0 0 0 207520 491333 0 0 0 0 81464 158298 0 0 55683 124201 458924 205665 617222 1855 -125889 50924 19676 98027 219664 -47103 -199988 X OUR MISSION IS TO ENRICH THE PHOENIX METROPOLITAN VALLEY-WIDE CULTURAL LANDSCAPE BY PROVIDING A PROFESSIONALLY TRAINED SYMPHONY ORCHESTRA THAT PERFORMS AN ENJOYABLE REPERTOIRE OF CLASSICAL MUSIC, MAKING IT AVAILABLE TO AUDIENCES OF ALL AGES AND BACKGROUNDS. FOUNDED IN 2012, THE SCOTTSDALE PHILHARMONIC IS FUNDED BY CONTRIBUTIONS FROM THE GENERAL PUBLIC AND BUSINESS COMMUNITY. WE WILL FULFILL OUR MISSION TO PROVIDE CLASSICAL MUSIC TO EVERYONE BY: OFFERING AFFORDABLE TICKET PRICES, FREE CONCERT TICKETS FOR ALL STUDENTS AND VETERANS, FREE LIVE-STREAMING OF EACH CONCERT, DEVELOPING YOUTH PROGRAMS AND THE SCOTTSDALE PHILHARMONIC YOUTH ORCHESTRA TO PROVIDE HIGH-QUALITY MUSIC EDUCATION TO STUDENTS OF ALL BACKGROUNDS AND ABILITIES. 0 0 441254 491331 CONCERT PERFORMANCES: FOR THE FIRST 10 YEARS OUR SYMPHONY WAS ABLE TO OFFER FREE CONCERTS TO EVERYONE. AFTER THAT, WE WERE ASKING FOR A SMALL TICKET DONATION OF $15 FOR EACH CONCERT TO FULFILL OUR MISSION TO PROVIDE INEXPENSIVE CLASSICAL MUSIC CONCERTS TO EVERYONE. ANYONE WHO CAN NOT AFFORD OUR TICKET PRICE WOULD BE GIVEN FREE TICKETS. THIS MINIMAL TICKET FEE COVERED ONLY 31% OF OUR COSTS, WHICH WE WOULD OFFSET WITH DONATIONS FROM OUR COMMUNITY. 23680 CHILDRENS PROGRAMS: FOR THE ENHANCEMENT OF CLASSICAL MUSIC FOR CHILDREN IN OUR COMMUNITIES WE HAVE BEEN DEVELOPING CHILDREN'S PROGRAMS INCLUDING, BUT NOT LIMITED TO FREE TICKETS TO ALL STUDENTS AND THEIR FAMILIES, DEVELOPING A CITY-WIDE YOUTH ORCHESTRA, MUSIC SCHOLARSHIPS, AND WORKING WITH THE COMMUNITY TO PROVIDE INSTRUMENTS TO UNDER-PRIVILEGED CHILDREN. WE ARE CURRENTLY WORKING ON DEVELOPING AN ANNUAL CHILDREN'S CONCERT SO THAT ALL ELEMENTARY AGED CHILDREN WILL HAVE THE OPPORTUNITY TO SEE A SYMPHONY ORCHESTRA PERFORM. 29870 FREE LIVE STREAMING: OUR CONCERTS ARE FREE TO EVERYONE WHO WANTS TO ENJOY LIVE CLASSICAL MUSIC THROUGH OUR LIVE STREAMING PROGRAM. WE INTEND TO CONTINUE THIS FREE LIVE STREAMING PROGRAM NOW AND INTO THE FUTURE AS PART OF CONTRIBUTION TO OUR COMMUNITY. WE ALSO OFFER COMPLIMENTARY TICKETS, FREE OF CHARGE, TO THOSE PATRONS WHO ARE UNABLE TO DONATE. WITH THIS PROGRAM WE CAN ENHANCE OUR CONCERT AUDIENCE. IN THE LAST 12 MONTHS, THE FREE LIVE STREAMING PROGRAM HAS BEEN VERY SUCCESSFUL WITH THOUSANDS WATCHING. FURTHERMORE, WE ALSO OFFER FREE TICKETS TO ALL OF THE MILITARY, INCLUDING VETERANS. THIS HAS BEEN A WIDELY SUCCESSFUL PROGRAM WITH TREMENDOUS INTEREST, ESPECIALLY DURING OUR FOURTH OF JULY CONCERT. 494804 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 2 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X JOY PARTRIDGE 4809902727 13430 N SCOTTSDALE RD 300 SCOTTSDALE AZ 85254 JOY PARTRIDGE CPA PRESIDENT 30.00 X 24000 0 0 CARL REITER PHD EXECUTIVE DIR. 35.00 X 24175 0 0 48175 0 0 0 0 0 0 0 25500 465833 293218 491333 491333 0 0 0 48175 41733 6442 63000 63000 34556 34556 12567 12567 11533 3469 8064 46396 39556 5700 1140 5758 5758 8019 6816 401 802 831 748 42 41 CONTRACT LABOR 174272 174122 0 150 PROFESSIONAL SERVICES - 158766 81193 42488 35085 IMMIGRATION COSTS 11652 11652 MEALS & ENTERTAINMENT A 9554 8121 478 955 32143 11513 11184 9446 617222 494804 66735 55683 4289 10058 46635 1261 8357 19443 19443 0 0 50924 19676 10972 75000 93144 106103 4883 27589 98027 219664 X -47103 -199988 0 0 0 0 -47103 -199988 50924 19676 X -125889 -26996 X 1 X 1 X 0 0 X 201405 177302 111670 182632 430875 1103884 24888 60458 85346 201405 177302 111670 207520 491333 1189230 0 0 0 1189230 201405 177302 111670 207520 491333 1189230 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2748 2748 0 16695 16695 0 0 CREDIT CARD LIABILITY 6305 PAYROLL LIABILITIES 8358 DEFERRED REVENUE 5655 OPERATING LEASE 7271 27589 491333 0 491333 0 491333 617222 0 617222 0 617222 SCHEDULE D - PART XIII - NOTES NOTE - SPECIAL ONE TIME EXTRAORDINARY EXPENSE: OUR ORGANIZATION INCURRED AN EXTRAORDINARY ONE- TIME EXPENSE IN THE FISCAL YEAR JULY 1, 2022 TO JUNE 30, 2023 IN THE FORM OF AN INVESTMENT IN OUR MUSICAL PROGRAM. OUR SYMPHONY WAS DOING EXTREMELY WELL AFTER THE COVID EPIDEMIC AND IN EARLY 2022 A GUEST CONDUCTOR FROM RUSSIA PERFORMED WITH OUR SYMPHONY. WE WERE SO IMPRESSED THAT WE OFFERED HIM A FULL TIME POSITION TO SECURE HIS IMMIGRATION. UNFORTUNATELY, ALTHOUGH HIS CONDUCTING WAS EXCELLENT, HIS ABILITY TO WORK WITH OUR ORGANIZATION WAS EXTREMELY CHALLENGING WITH EXTENSIVE DEMANDS AND CONSTANT CONFLICTS. WE WERE FORCED TO TERMINATE HIS POSITION ON JULY 14, 2023. DURING THE FISCAL YEAR 2022-2023 WE HAD INCURRED OVER $131,357 IN EXTRA ORDINARY EXPENSES DUE TO PAYING FOR ALL HIS LIVING COSTS FOR HIMSELF AND HIS FAMILY OF FOUR, SECURING HIM TWO VEHICLES, PAYING ALL HIS MEDICAL AND DENTAL COSTS, PAYING FOR ALL HIS EXPEDITATED IMMIGRATION FEES AND MUCH MORE AS HE AND HIS FAMILY COULD ONLY LEAVE RUSSIA WITH TWO SUITCASES AND VERY LIMITED FUNDS WHICH WAS ONE WEEK BEFORE THE UKRAINIAN WAR STARTED. WE MADE THIS INVESTMENT IN HIM AS WE BELIEVED HE WAS ON THE RISE TO BECOME A WORLD CLASS CONDUCTOR WHICH WAS EVEN SUBSTANTIATED BY HIS SPECIAL IMMIGRATION TERMS. IF WE HAD NOT INVESTED IN THIS CONDUCTOR AND OUR SYMPHONY'S OPPORTUNITY, WE WOULD HAVE HAD A PROFIT OF OVER $5,000 FOR THE YEAR. JOY PARTRIDGE EXECUTIVE DIRECTOR LOAN FOR CONDUCTOR X 75000 75000 0 1 0 75000 X MUSICIANS 1 195105 FMV X PROFESSIONAL SERVCES - CONCERT 1 94853 FMV X PROFESSIONAL SERVCES - GENERAL 1 3260 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B REVIEW AND APPROVAL FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION HAS FINANCIAL STATEMENTS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: RELEASE OF RESTRICTIONS -20,000. GAIN (LOSS) ON DISPOSAL OF ASSETS -7,000. ROUNDING 4.