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Arts, Culture, Humanities : Performing Arts

The Phoenix Symphony

The Phoenix Symphony, performing live symphonic music of excellence, beauty and vitality at a consistently high level.

two stars

75.01

One North First Street Suite 200
Phoenix, AZ 85004
tel: (602) 495-1117   Web Site
EIN: 86-6000134

Board Leadership
Oliver J. Harper
Chair

CEO
Jim Ward
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 75.01 two stars
  Financial 68.01 one star
  Accountability & Transparency 85.00 three stars
This rating was published 10/01/2019 and includes data from FY2018, the most recent 990 received at that time.

The vision of The Phoenix Symphony is to be the arts leader in the revitalization of a thriving Arizona. In ten years, The Phoenix Symphony will be a cultural icon and a reason people will like to live in Arizona whether they attend concerts or not. And, the Symphony will be one of the many compelling reasons people will want to move to Arizona. This will happen because our community will recognize that the Symphony provides unparalleled civic value. 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 accomplish this mission by creating high quality music 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.

The vision of The Phoenix Symphony is to be the arts leader in the revitalization of a thriving Arizona. In ten years, The Phoenix Symphony will be a cultural icon and a reason people will like to live in Arizona whether they attend concerts or not. And, the Symphony will be one of the many compelling reasons people will want to move to Arizona. This will happen because our community will recognize that the Symphony provides unparalleled civic value. 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 accomplish this mission by creating high quality music 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.

Impact Information

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Financial

one star

68.01

Accountability & Transparency

three stars

85.00

This rating was published 10/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
69.3%
  Administrative Expenses 22.9%
  Fundraising Expenses 7.6%
  Fundraising Efficiency $0.15
  Working Capital Ratio (years) < 0.01
  Program Expenses Growth 7.4%
  Liabilities to Assets 114.8%
All data for Financial Performance Metrics calculations was provided by The Phoenix Symphony on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Phoenix Symphony on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Phoenix Symphony (AZ) 75.01 two stars
Nashville Symphony (TN) 88.83 three stars
Midland-Odessa Symphony & Chorale (TX) 90.14 four stars
Chamber Music Society of Lincoln Center (NY) 90.95 four stars
Boston Youth Symphony Orchestras (MA) 88.64 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $6,210,414
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $361,632
   Related Organizations $141,848
   Government Grants $175,466
Total Contributions $6,889,360
   Program Service Revenue $6,521,606
Total Primary Revenue $13,410,966
   Other Revenue $-60,287
TOTAL REVENUE $13,350,679
   
EXPENSES  
   Program Expenses $9,198,680
   Administrative Expenses $2,487,691
   Fundraising Expenses $1,440,414
TOTAL FUNCTIONAL EXPENSES $13,126,785
   
Payments to Affiliates $0
Excess (or Deficit) for the year $223,894
   
Net Assets $-498,723

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Performances $8,726,521 94.9%
Education and Community Outreach $472,159 5.1%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 10/01/2019 75.01 two stars
2017-06 02/01/2019 68.53 one star
2016-06 03/01/2018 71.64 two stars
2015-06 12/01/2016 75.01 two stars
2014-06 06/01/2016 84.24 three stars
 
CN 2.0
2014-06 10/01/2015 85.52 three stars
2013-06 07/01/2014 87.09 three stars
2012-06 10/01/2013 83.23 three stars
2011-06 09/01/2012 66.46 one star
2010-06 09/20/2011 68.11 one star
 
CN 1.0
2009-06 11/01/2010 78.69 two stars
2008-06 12/15/2009 85.35 three stars
2007-06 07/01/2009 84.85 three stars
2006-06 11/01/2007 87.53 three stars
2005-06 11/01/2006 84.45 three stars
2004-06 10/01/2005 78.50 two stars
2003-06 02/01/2005 58.00 one star
2002-06 03/01/2004 81.68 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 86-6000134
Name in IRS Master File PHOENIX SYMPHONY ASSOCIATION
NTEE Code A69
NTEE Classification Symphony Orchestras
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (119) Other cultural or historical activities
(59) Other school related activities
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date October, 1947
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
Compensation % of Expenses Paid to Title
$313,452 2.38% James Ward President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
The Phoenix Symphony (AZ) 75.01 two stars
Milwaukee Symphony Orchestra (WI) 88.96 three stars
Kalamazoo Symphony Orchestra (MI) 90.88 four stars
Pittsburgh Symphony Orchestra (PA) 85.41 three stars
Allentown Symphony Association (PA) 88.95 three stars

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Charity Contact Info

The Phoenix Symphony
One North First Street
Suite 200
Phoenix, AZ 85004
tel: (602) 495-1117
fax: (602) 253-1772
EIN: 86-6000134

Visit Web Site

Board Leadership

Oliver J. Harper
Chair

CEO

Jim Ward
President & CEO

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