Civic Intelligence

Tucson Symphony Society

EIN 86-0107538 • 501(c)3 • Tucson, AZ

View Organization Page

Profile

The mission of the Tucson Symphony is to build and enrich community through the experience of live music of the highest quality.

2175 N Sixth AvenueTucson, AZ 85705

www.tucsonsymphony.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.08x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

48th percentile

0.21x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

51st percentile

$175,951

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Revenue Growth

50th percentile

7.1%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$21,432,387

Up $1,420,619 (+7.1%) from 2024

Liabilities

Down

$1,655,217

Down $16,526 (-1.0%) from 2024

Net Assets

Up

$19,777,170

Up $1,437,145 (+7.8%) from 2024

Operations
Liabilities / Revenue48th percentileNet Margin75th percentile

Revenue

Up

$7,987,479

Up $1,587,606 (+25%) from 2024

Expenses

Up

$6,322,940

Up $363,390 (+6.1%) from 2024

Net Income

Up

$1,664,539

Up $1,224,216 (+278%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $5,550,936Liabilities 2010: $2,250,646Net Assets 2010: $3,300,2902010Assets 2011: $5,959,082Liabilities 2011: $1,960,155Net Assets 2011: $3,998,9272011Assets 2012: $6,104,714Liabilities 2012: $1,977,109Net Assets 2012: $4,127,6052012Assets 2013: $6,022,691Liabilities 2013: $1,909,974Net Assets 2013: $4,112,7172013Assets 2014: $6,538,536Liabilities 2014: $2,115,565Net Assets 2014: $4,422,9712014Assets 2015: $6,160,533Liabilities 2015: $1,709,693Net Assets 2015: $4,450,8402015Assets 2016: $6,172,446Liabilities 2016: $1,950,059Net Assets 2016: $4,222,3872016Assets 2017: $7,042,716Liabilities 2017: $1,864,313Net Assets 2017: $5,178,4032017Assets 2018: $6,321,416Liabilities 2018: $1,704,788Net Assets 2018: $4,616,6282018Assets 2019: $5,728,673Liabilities 2019: $1,554,486Net Assets 2019: $4,174,1872019Assets 2020: $11,916,898Liabilities 2020: $1,897,033Net Assets 2020: $10,019,8652020Assets 2021: $15,810,045Liabilities 2021: $1,619,176Net Assets 2021: $14,190,8692021Assets 2022: $15,428,177Liabilities 2022: $1,477,032Net Assets 2022: $13,951,1452022Assets 2023: $16,043,540Liabilities 2023: $1,613,990Net Assets 2023: $14,429,5502023Assets 2024: $20,011,768Liabilities 2024: $1,671,743Net Assets 2024: $18,340,0252024Assets 2025: $21,432,387Liabilities 2025: $1,655,217Net Assets 2025: $19,777,1702025

Highlighted filing

2025

Assets$21,432,387
Liabilities$1,655,217
Net Assets$19,777,170
Open 2025 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,413,9152010Expenses 2011: $3,600,7312011Expenses 2012: $3,927,3662012Revenue 2013: $3,909,352Expenses 2013: $4,122,961Net Income 2013: -$213,6092013Revenue 2014: $4,831,692Expenses 2014: $4,671,203Net Income 2014: $160,4892014Revenue 2015: $4,560,249Expenses 2015: $4,407,192Net Income 2015: $153,0572015Revenue 2016: $4,651,247Expenses 2016: $4,664,514Net Income 2016: -$13,2672016Revenue 2017: $5,536,047Expenses 2017: $4,852,877Net Income 2017: $683,1702017Revenue 2018: $4,781,644Expenses 2018: $5,201,460Net Income 2018: -$419,8162018Revenue 2019: $4,657,443Expenses 2019: $5,189,168Net Income 2019: -$531,7252019Revenue 2020: $11,071,518Expenses 2020: $5,090,805Net Income 2020: $5,980,7132020Revenue 2021: $4,960,515Expenses 2021: $2,606,011Net Income 2021: $2,354,5042021Revenue 2022: $6,501,284Expenses 2022: $4,450,654Net Income 2022: $2,050,6302022Revenue 2023: $5,261,967Expenses 2023: $5,711,827Net Income 2023: -$449,8602023Revenue 2024: $6,399,873Expenses 2024: $5,959,550Net Income 2024: $440,3232024Revenue 2025: $7,987,479Expenses 2025: $6,322,940Net Income 2025: $1,664,5392025

Highlighted filing

2025

Revenue$7,987,479
Expenses$6,322,940
Net Income$1,664,539
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,432,387
Liabilities
$1,655,217
Net assets
$19,777,170
Revenue
$7,987,479
Expenses
$6,322,940
Net income
$1,664,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$1.66$19.8$7.99$6.32$1.66
2024Detailed filing. Detailed filing data is available for this year.$20.0$1.67$18.3$6.40$5.96$0.44
2023Detailed filing. Detailed filing data is available for this year.$16.0$1.61$14.4$5.26$5.71$0.45
2022Detailed filing. Detailed filing data is available for this year.$15.4$1.48$14.0$6.50$4.45$2.05
2021Detailed filing. Detailed filing data is available for this year.$15.8$1.62$14.2$4.96$2.61$2.35
2020Detailed filing. Detailed filing data is available for this year.$11.9$1.90$10.0$11.1$5.09$5.98
2019Detailed filing. Detailed filing data is available for this year.$5.73$1.55$4.17$4.66$5.19$0.53
2018Detailed filing. Detailed filing data is available for this year.$6.32$1.70$4.62$4.78$5.20$0.42
2017Detailed filing. Detailed filing data is available for this year.$7.04$1.86$5.18$5.54$4.85$0.68
2016Detailed filing. Detailed filing data is available for this year.$6.17$1.95$4.22$4.65$4.66$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.16$1.71$4.45$4.56$4.41$0.15
2014Detailed filing. Detailed filing data is available for this year.$6.54$2.12$4.42$4.83$4.67$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$1.91$4.11$3.91$4.12$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$1.98$4.13$3.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.96$1.96$4.00$3.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.55$2.25$3.30$4.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$13,521,702
Mission and Program Overview

Mission

The mission of the tucson symphony is to engage, educate and transform our community through live musical experiences of the highest quality

The mission of the Tucson Symphony is to build and enrich community through the experience of live music of the highest quality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,320,365$15,892,760▲ $8,572,395
Pledges and Grants Receivable$10,216,669$2,659,167▼ $7,557,502
Savings and Temporary Cash Investments$1,011,332$1,616,828▲ $605,496
Land, Buildings, and Equipment, Net$816,412$773,433▼ $42,979
Prepaid Expenses and Deferred Charges$215,111$150,996▼ $64,115
Cash and Non-Interest-Bearing Accounts$146,523$82,097▼ $64,426
Accounts Receivable$15,654$18,842▲ $3,188
Total Assets$20,011,768$21,432,387▲ $1,420,619
Other Assets Total$269,702$238,264▼ $31,438
Liabilities
Deferred Revenue$1,023,133$982,382▼ $40,751
Mortgage Notes Payable Secured by Investment Property$400,554$394,691▼ $5,863
Accounts Payable and Accrued Expenses$198,071$250,219▲ $52,148
Other Liabilities$49,985$27,925▼ $22,060
Total Liabilities$1,671,743$1,655,217▼ $16,526
Net Assets / Fund Balance
Net Assets With Donor Restrictions$14,326,210$16,161,927▲ $1,835,717
Net Assets Without Donor Restrictions$4,013,815$3,615,243▼ $398,572
Total Net Assets Fund Balance$18,340,025$19,777,170▲ $1,437,145
Total Liabilities and Net Assets / Fund Balance$20,011,768$21,432,387▲ $1,420,619

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$523,162$1,272,112$1,795,274
Equipment$199,857$639,387$839,244
Other Land Buildings$50,414$138,132$188,546

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$15,560,924$926,901▲ $1,371,439$298,439$17,560,825
2024$12,389,425$2,500▲ $3,378,691$209,692$15,560,924
2023$11,493,924$147,500▲ $950,587$202,586$12,389,425
2022$12,940,904$952,635▼ $2,191,281$208,334$11,493,924
2021$8,802,439$2,426,531▲ $1,911,834$200,000$12,940,804
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul MeechamPresident & CEOFT$169,623$6,328$175,951
Eric LindVP of PhilanthropyFT$110,485$5,024$115,509
Paula EganVP of FinanceFT$101,532$1,017$102,549
Joseph J Rousos-HammondEx-Officio-$22,196$3,375$25,571
Robert ChamberlainEx-Officio-$16,879$4,698$21,577
Jose Leonardi MooreEx-Officio-$20,347-$20,347

Board Members and Trustees

NameTitle
James SchwabBoard Chair
Tom ElliottPast Board Chair
Marcela MolinaCommunity Trustee
Rafael BarceloCommunity Trustee
Andrea CraneTrustee
Carol Des CognetsTrustee
David GilbertTrustee
Gwen PowellTrustee
Jeannette SegelTrustee
Jerry SearfossTrustee
John HildebrandTrustee
Karen BahnickTrustee
Michael AndersonTrustee
Mike BylsmaTrustee
Minna ShahTrustee
Patricia SchwabeTrustee
Rosie GarciaTrustee
Ame AustinEx-Officio
Dani EggmanEx-Officio
Cyndi MillerSecretary
Jan KonstantyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jose Luis Gomez RiosConductor2 East Congress St, Tucson, AZ 85701$151,200
Revenue and Support

Revenue Composition

Contributions and Grants
$4,126,874
Program Service Revenue
$2,147,987
Investment Income
$1,732,668
Other Revenue
$-20,050
All Other Contributions
$3,799,331
Change in Net Assets
$1,664,539

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded11$94,282fair market value
Total Noncash Contributions11$94,282-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,934,203
Revenue Not Reported on Financial Statements
$53,276
Revenue Not Reported on Form 990
$-227,394
Total Revenue per Audited Statements
$7,706,809
Total Revenue per Form 990
$7,987,479
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,852,076
Other Expenses$2,470,864
Total Fundraising Expense$544,915
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,419,685$239,478$323,301$2,982,464
Fees for Services Other$1,021,383$26,525$2,126$1,050,034
Current Officers, Directors, Trustees, and Key Employees$89,385$219,271$57,506$366,162
Occupancy$266,044$28,936$7,526$302,506
Advertising$227,482-$20,169$247,651
Payroll Taxes$181,195$33,546$28,327$243,068
Other Employee Benefits$200,169$28,282$10,572$239,023
Depreciation Depletion$73,421$33,947$8,830$116,198
Information Technology$68,644$15,015$21,297$104,956
All Other Expenses$36,565$2,661$31,930$71,156
Office Expenses$34,206$13,914$11,595$59,715
Fees for Service Investment Mgmnt Fees-$53,276-$53,276
Insurance$47,626$985$1,314$49,925
Pension Plan Contributions$11,409$6,469$3,481$21,359
Travel$16,545$1,162$1,020$18,727
Interest-$18,724-$18,724
Fees for Services Accounting-$17,331-$17,331
Conferences and Meetings$1,152$446$386$1,984
Other Expenses$146,566$25,055$1,202$1,202
Fees for Services Legal-$175-$175
Total Functional Expenses$5,012,827$765,198$544,915$6,322,940

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,322,940
Expenses per Audited Statements$6,269,664
Total Expenses per Audited Statements$6,269,664
Expenses Not Reported on Financial Statements$53,276
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$145,664
Fundraising Gross Income$107,120
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cotillion$109,470$85,720$2,439$83,281
Gala primo$249,293$21,400$13,401$7,999
Total Events$379,163$107,120$145,664$-38,544
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$27,925
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The CEO, VP of Finance and Audit Committee review the entire draft 990 and all supplemental schedules and also provide copies of all drafts to entire Board of Trustees for their input prior to filing with the IRS.”

Conflict of interest policy compliance Part VI line 12C

“Directors are required to complete an annual questionnaire. In addition, individuals activities are regularly discussed and any potential conflicts are addressed as they are identified.”

CEO executive director top management comp Part VI line 15A

“Compensation for the President and Music Director is determined and/or reviewed by a sub-committee of the board of directors at the agreements execution and again when the agreement is up for renewal or set to expire. The Committee completes an annual performance evaluation for the President/CEO based on input from various constituencies of the organization. Compensation is evaluated against comparable orchestras using data generated annually by the League of American Orchestras. All discussion and decisions are documented in notes and minutes of the committee meetings. The body is the Committee on Trusteeship.”

Governing documents etc available to public Part VI line 19

“The organization provides governing documents, conflict of interest policy, and financial statements to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Tucson Symphony Society
EIN
86-0107538
In Care Of
% Paul Meecham
Phone
5207929155
Address
2175 N Sixth Avenue, Tucson, AZ 85705

Signing Officer

Name
Paul Meecham
Title
PresidentCEO
Phone
5207929155
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Schwab
Formed
1959
Legal Domicile
Az
Voting Board Members
17
Independent Board Members
17
Employees
246
Volunteers
157

Preparer

Firm
Jennifer J Phillips CPA PLLC
Address
4911 N Camino Luz, Tucson, AZ 85718
Preparer
Jennifer J Phillips
Phone
5202477087
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Other professional services consist of the following independent contractors and their related expenses: composer, conductor, artist, stagecrew, ushers, sound, chorus, and other production costs. In addition, certain administrative costs (recruiting, payroll processing and ticket fees) are included.”

Financial Statement Notes

Part V, Line 4-Intended uses of endowment funds

“The Societys endowments consist of ten individual donor established funds and one general fund to which many donors have given to in nonspecific ways. The Society has a policy permitting appropriating for distribution each year up to 5% of its endowment funds average fair value of the prior 12 quarters.”

Part XI, Line 2D-Other revenue included on Sch D but not on 990

“Change in value of beneficial interest”

Part X, Line 2-Text in footnote regarding FIN 48 (ASC 740)

“The Societys policy is to disclose or recognize income tax positions based on managements estimate of whether it is reasonably possible or probable, respectively, that a liability has been incurred for unrecognized income tax positions. As of year-end, there were no uncertain tax positions that are potentially material.”

Raw XML AppendixShowing 400 of 766 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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