Nonprofit · EIN 86-6000134
PHOENIX SYMPHONY ASSOCIATION
Tax-exempt · PHOENIX, AZ 85004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,345,711 | $14,357,124 | -$2,011,413 | $4,985,414 | $4,720,824 | $264,590 |
| June 30, 2024 | 990 | $10,497,618 | $13,479,401 | -$2,981,783 | $5,164,679 | $2,690,889 | $2,473,790 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,324,219
- of which government grants
- $251,153
- Program service revenue
- $5,085,292
- Investment income
- $30,919
- Royalties
- $432
- Net gain from sales of assets
- $14,705
- Net income from fundraising events
- -$107,433
- Net income from sales of inventory
- $6,591
- Other revenue
- -$94,719
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $501,669
- Other salaries and wages
- $6,455,184
- Salaries, compensation and benefits (total)
- $8,929,780
- Professional fundraising fees
- $0
- Legal fees
- $17,398
- Accounting fees
- $59,996
- Occupancy
- $619,076
- Travel
- $263,512
- Depreciation
- $35,859
- Program services (functional)
- $10,052,157
- Management and general (functional)
- $2,895,517
- Fundraising (functional)
- $1,409,450
Balance sheet and other
- Total assets, start of year
- $5,164,679
- Total assets, end of year
- $4,985,414
- Total liabilities, end of year
- $4,720,824
- Net assets, end of year
- $264,590
- Land, buildings and equipment
- $183,948
- Publicly traded securities
- $30,016
- Net assets without donor restrictions
- -$3,498,711
- Net assets with donor restrictions
- $3,763,301
- Gross receipts
- $12,785,018
- Employees
- 245
- Volunteers
- 144
- Year formed
- 1947
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PETER KJOME | PRESIDENT/CEO Officer | 40 | $304,887 | $20,213 |
| TAMELA ROCKER | SVP & CHIEF ADVANCEMENT OFFICER Highest-paid employee | 40 | $141,451 | $13,437 |
| CHRISTOPHER POWELL | VP OF OPERATIONS & ARTISTIC PLANNING Highest-paid employee | 40 | $130,339 | $15,427 |
| NICOLE PENA | VP OF PHILANTHROPY Highest-paid employee | 40 | $132,235 | $10,681 |
| RACHEL DAHL | VP OF MARKETING Highest-paid employee | 40 | $130,450 | $3,914 |
| DIAN D'AVANZO | ORCHESTRA MEMBER/BOARD MEMBER Trustee or director | 30 | $64,753 | $10,870 |
| ANNA KIM KAZEPIDES | ORCHESTRA MEMBER/BOARD MEMBER Trustee or director | 30 | $63,189 | $11,513 |
| SUSAN HAAG | TREASURER Trustee or director, Officer | 7 | $57,676 | $2,720 |
| ADAM GOODMAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MORRIS STEIN | CHAIR-ELECT Trustee or director, Officer | 10 | $0 | $0 |
| DAVID BORNEMANN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JENNY HOLSMAN TETREAULT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JEFF RICH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR OLIVER HARPER | VICE CHAIR AND CHAIR EMERITUS Trustee or director, Officer | 1 | $0 | $0 |
| JOHN GRAHAM | BOARD MEMBER AND CHAIR EMERITUS Trustee or director | 1 | $0 | $0 |
20 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LON BABBY | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 |
| LAURA FRANCO FRENCH | SECRETARY Trustee or director, Officer | 1 | $0 |
| ELLEN ANDEEN-KELLER | BOARD MEMBER Trustee or director | 1 | $0 |
| ERIC BIEBER | BOARD MEMBER Trustee or director | 1 | $0 |
| PHIL COWEN | BOARD MEMBER Trustee or director | 1 | $0 |
| LESLIE DASHEW | BOARD MEMBER Trustee or director | 1 | $0 |
| MATTHEW FEENEY | BOARD MEMBER Trustee or director | 1 | $0 |
| MAX FOSE | BOARD MEMBER Trustee or director | 1 | $0 |
| CARY HARBOR | BOARD MEMBER Trustee or director | 1 | $0 |
| PHIL KIM | BOARD MEMBER Trustee or director | 1 | $0 |
| VANESSA KISICKI | BOARD MEMBER Trustee or director | 1 | $0 |
| DOUG LOEFGREN | BOARD MEMBER Trustee or director | 1 | $0 |
| RICK MCCARTNEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DORIS ONG | BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL PENZONE | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA MAC PERLICH | BOARD MEMBER Trustee or director | 1 | $0 |
| KALLIE ROSE | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY JANE RYND | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID SELDEN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK STEBBINGS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TITO MUNOZ | BOARD MEMBER/MUSIC DIRECTOR Trustee or director | 30 | $285,322 | $0 |
| PETER KJOME | PRESIDENT/CEO Trustee or director, Officer | 40 | $228,568 | $10,816 |
| NICOLA PENA | VP OF PHILANTHROPY Key employee | 40 | $174,868 | $12,229 |
| CHRISTOPHER POWELL | VP OF OPERATIONS & ARTISTIC PLANNING Highest-paid employee | 40 | $129,889 | $15,726 |
| SUSAN HAAG | SVP OF FINANCE & ADMIN Officer | 40 | $128,758 | $15,620 |
| RACHEL DAHL | VP OF MARKETING Highest-paid employee | 40 | $121,346 | $3,433 |
| ANNA KIM KAZEPIDES | MUSICIAN/ORCHESTRA COMMITTEE Trustee or director | 30 | $61,031 | $11,826 |
| CHRIS WOLF | MUSICIAN/ORCHESTRA COMMITTEE Trustee or director | 30 | $58,593 | $11,143 |
| LON BABBY | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR DAVID R BOREMAN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LAURA FRANCO FRENCH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ADAM GOODMAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR OLIVER HARPER | VICE CHAIR/CHAIR EMERITUS Trustee or director, Officer | 1 | $0 | $0 |
| AIDAN MCSHEFFREY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN MORIARTY | TREASURER/IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JEFFREY A RICH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MORRIS STEIN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ELLEN ANDEEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PHIL COWEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LESLIE DASHEW | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MATT FEENEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MAX FOSE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN GRAHAM | CHAIR EMERITUS Trustee or director | 1 | $0 | $0 |
| CARY HARBOR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VANESSA KISICKI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RICK MCCARTNEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DORIS ONG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAUL PENZONE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY JANE RYND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID SELDEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JENNY HOLSMAN TETREAULT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK YOUNG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 N 1ST ST STE 200, PHOENIX, AZ 85004-2538
- In care of
- % PHOE
- Principal officer (990 for 2024)
- PETER KJOME, ONE N FIRST STREET 200, PHOENIX, AZ 85004
- Signed the 990
- PETER KJOME, CEO
- Phone
- (602) 495-1117
- Website
- PHOENIXSYMPHONY.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO PROVIDE EXTRAORDINARY MUSICAL EXPERIENCES THAT INSPIRE AND ADVANCE OUR COMMUNITY, ENRICHING THE LIVES OF PEOPLE OF ALL AGES AND BACKGROUNDS
Program accomplishments
- 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. CONCERTS FOLLOW A SELECTION OF SEASONAL PROGRAMS CLASSICS, POPS, AND SPECIAL PRESENTATIONS; DESIGNED TO ATTRACT A DIVERSE AUDIENCE.IN ADDITION TO OUR MAINSTAGE CONCERTS, THE PHOENIX SYMPHONY LEARNING INSTITUTE OPERATES A VARIED GROUP OF PROGRAMS THAT REACH OVER 125,000 STUDENTS, ADULTS, AND FAMILIES EVERY YEAR. PROGRAMS COVER MANY OTHER ACTIVITIES, INCLUDING SCHOOL-BASED CONCERTS, AND A PROFESSIONAL DEVELOPMENT MODEL TO (CONTINUED ON SCHEDULE O) TEACHERS AND SYMPHONY MUSICIANS IN HOW TO TEACH AND ASSESS STEM CONCEPTS THROUGH MUSIC. OUR HEALTH & WELLNESS INITIATIVE PROVIDES LIVE, INTERACTIVE PERFORMANCES PRESENTED BY SYMPHONY MUSICIANS IN HEALTHCARE SETTINGS AND HOMELESS OUTREACH CENTERS.THE ORCHESTRA PARTICIPATES IN COLLABORATIVE EFFORTS WITH ORGANIZATIONS SUCH AS BALLET ARIZONA, AZ SCIENCE CENTER, ARIZONA THEATRE COMPANY, HEARD MUSEUM, PHOENIX ART MUSEUM, PHOENIX BACH CHOIR AND BOYS CHOIR, AND ARIZONA STATE UNIVERSITY.Expenses $10,052,157 · revenue $5,097,574
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-6000134
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1947
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $4,985,414
- Income (IRS master file)
- $12,785,018
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,345,711 | $14,357,124 | $4,985,414 | IRS |
| 990 | June 2024 | $10,497,618 | $13,479,401 | $5,164,679 | IRS |
| 990 | June 2023 | $8,287,693 | $11,277,930 | $7,872,563 | IRS |
| 990 | June 2022 | $19,616,646 | $9,809,147 | $9,814,657 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-6000134).
Questions about PHOENIX SYMPHONY ASSOCIATION
- What is the EIN of PHOENIX SYMPHONY ASSOCIATION?
- The employer identification number (EIN) of PHOENIX SYMPHONY ASSOCIATION is 86-6000134.
- Is PHOENIX SYMPHONY ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
- Are donations to PHOENIX SYMPHONY ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHOENIX SYMPHONY ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHOENIX SYMPHONY ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHOENIX SYMPHONY ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PHOENIX SYMPHONY ASSOCIATION?
- The 990 for the year ended June 30, 2025 names PETER KJOME.
- Who are the officers and directors of PHOENIX SYMPHONY ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 35 people; 8 received compensation from the organization, the highest $304,887 (PETER KJOME, PRESIDENT/CEO).
- How much revenue does PHOENIX SYMPHONY ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,345,711, expenses of $14,357,124 and total assets of $4,985,414 at year end.
Other nonprofits in PHOENIX
- KAIZEN EDUCATIONAL FOUNDATION EIN 80-0197489 · last filed 990 for 2025
- MUSICAL INSTRUMENT MUSEUM EIN 16-1743588 · last filed 990 for 2024
- HEARD MUSEUM EIN 86-0107517 · last filed 990 for 2025
- THE PHOENIX THEATRE COMPANY EIN 86-0108839 · last filed 990 for 2025
- ARIZONA SCIENCE CENTER EIN 86-0390558 · last filed 990 for 2025
- PHOENIX ART MUSEUM EIN 86-0072608 · last filed 990 for 2025
- BALLET ARIZONA EIN 86-0367773 · last filed 990 for 2025
- PHOENIX ART MUSEUM ENDOWMENT FUND INC EIN 86-0765761 · last filed 990 for 2025
All nonprofits in PHOENIX · Arizona · Arts, culture and humanities