2024-06-03T12:36:31-05:00 2023-09-30 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2022-10-01 592037085 TAMPA BAY PERFORMING ARTS CENTER INC TAMP 8132221044 1010 NORTH WC MACINNES PLACE TAMPA FL 336023720 MARY BETH ROSSI CAFO 8132221044 2024-05-28 1 MARY BETH ROSSI XXX-XX-XXXX 1 LISA BURKE P00220718 8169455500 2024-05-28 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID A STRAZ JR CENTER GREGORY HOLLAND 1010 NORTH WC MACINNES PLACE TAMPA FL 336023720 73241898 0 X WWW.STRAZCENTER.ORG X 1980 FL TO INSPIRE, EDUCATE AND ENRICH OUR COMMUNITY THROUGH THE TRANSFORMATIVE POWER OF PERFORMING ARTS 55 55 718 851 489910 0 12344087 11989015 21342367 42921010 564711 135850 1882552 3837727 36133717 58883602 248433 343214 0 0 12923931 15431001 0 0 1517842 21705556 38408264 34877920 54182479 1255797 4701123 47469938 51824460 19220231 16747429 28249707 35077031 X TO INSPIRE, EDUCATE AND ENRICH OUR ENTIRE COMMUNITY THROUGH THE TRANSFORMATIVE POWER OF THE PERFORMING ARTS.SEE SCHEDULE O FOR THE ORGANIZATION'S EXPANDED MISSION. 0 0 31891793 39676019 ARTS PROGRAMMING:DURING FISCAL 2009/2010, THE CENTER RECEIVED THE LARGEST PHILANTHROPIC GIFT MADE TO A CULTURAL INSTITUTION IN THE TAMPA BAY AREA. THE DONATION IS DEDICATED IN ITS PERPETUITY TO BENEFIT THE PERFORMING ARTS CENTER AND ITS PROGRAMS. IN RECOGNITION OF THIS GENEROUS GIFT FROM THE DAVID A. STRAZ, JR. FOUNDATION, THE TAMPA BAY PERFORMING ARTS CENTER WAS RENAMED THE DAVID A. STRAZ, JR. CENTER FOR THE PERFORMING ARTS (AKA "THE STRAZ CENTER").(CONTINUED ON SCHEDULE O)THE STRAZ CENTER FOR THE PERFORMING ARTS IS THE TAMPA BAY AREA'S PREMIER VENUE, INDEPENDENT PRESENTER, PRODUCER, EDUCATOR, AND ECONOMIC CATALYST FOR THE PERFORMING ARTS AND IS CONSIDERED THE LARGEST PERFORMING ARTS COMPLEX SOUTH OF THE KENNEDY CENTER. THE STRAZ CENTER BOOKS TOURING BROADWAY SHOWS AND IS ONE OF THE MOST SUCCESSFUL SINGLE-WEEK MARKETS AND LARGEST PERFORMING ARTS CENTER IN THE NATION. IN OUR FISCAL YEAR 2022/2023 (22/23) SEASON, WE HELD 1,322 PERFORMANCES AND EVENTS, SERVED BY 851 ANNUAL VOLUNTEERS DEDICATING OVER 142,459 SERVICE HOURS. WE EXTENDED OUR OUTREACH TO THE COMMUNITY IN PROVIDING 16,670 COMPLIMENTARY TICKETS.OUR 22/23 FISCAL YEAR WAS A TRANSITION YEAR IN CEO LEADERSHIP OF THE STRAZ CENTER, WITH THE RETIREMENT OF JUDY LISI, FORMER PRESIDENT AND CEO OF THE STRAZ CENTER, IN OUR 21/22 FISCAL YEAR. JUDY'S RETIREMENT REFLECTED THE CULMINATION OF JUDY'S 30 YEARS OF HARD WORK AND LEADERSHIP OF THE STRAZ CENTER THROUGH ITS MOST SUCCESSFUL SEASONS, THE CLOSED DOORS OF COVID AND OUR EMERGENCE FROM THE PANDEMIC. DURING HER TENURE, THE STRAZ BECAME ONE OF THE MOST FORMIDABLE PERFORMING ARTS CENTERS IN THE NATION. THE RELATIONSHIPS JUDY BUILT WITH THE NEW YORK THEATER COMMUNITY MADE THE STRAZ THE BROADWAY OF THE SOUTH. DANCE, COMEDY, THEATER, LECTURE, POP AND CLASSICAL MUSIC, AND, OF COURSE, OPERA ALSO FLOURISH AT THE STRAZ. HER COMMITMENT TO ARTS EDUCATION SHINES IN THE BRIGHT FACES OF OUR STUDENTS ATTENDING THE PATEL CONSERVATORY AND HER LEGACY FOREVER GROWS THROUGH STRAZ OUTREACH PROGRAMS IN AREA SCHOOLS AND UNDERSERVED COMMUNITIES. JUDY, WHOSE FOCUS ON ISSUES THAT IMPACT ALL SECTORS OF OUR COMMUNITY, LAUNCHED THE STRAZ'S INCLUSION, DIVERSITY, EQUITY AND ACCESSIBILITY (I.D.E.A.) INITIATIVE. I.D.E.A. NURTURES AN ORGANIZATIONAL CULTURE THAT ADVOCATES WELCOMING INCLUSIVITY OF ALL, EQUITY AND BELONGING ON OUR CAMPUS AND BEYOND. THE STAKEHOLDERS OF THE STRAZ CENTER ARE FOREVER THANKFUL TO JUDY FOR THE FOUNDATIONAL VISION AND SUCCESS IN BRINGING THE STRAZ CENTER TO WHERE IT IS TODAY.IN MOVING FORWARD, GREG HOLLAND WAS APPOINTED BY THE STRAZ CENTER'S BOARD OF TRUSTEES AS THE STRAZ CENTER'S NEW PRESIDENT AND CEO AS OF OCTOBER 1, 2022. GREG IS A HIGHLY EXPERIENCED PROFESSIONAL AND LEADER IN THE COMMERCIAL ASPECTS OF THE PERFORMING ARTS INDUSTRY. HE IS EXCITED TO BUILD UPON THE SOUND ORGANIZATIONAL FOUNDATION THAT JUDY BUILT, JOINING THE COMMUNITY AND MOVING THE STRAZ CENTER AS A CHARITABLE AND NONPROFIT ORGANIZATION, INTO A BRIGHT AND WONDEROUS FUTURE. GREG COMMENCED DOING SO WITH THE 22/23 SEASON, WITH A STRONG VISION OF EXPANDING BOTH OUR STRAZ OFFERINGS AND REACH TO THE COMMUNITY.ACCORDINGLY, IN A WORD, OUR 22/23 SEASON WAS BIG. BIG IS THE WORD THAT KEEPS COMING TO MIND WHEN WE HERE AT THE STRAZ THINK ABOUT THIS PAST SEASON. BIG BROADWAY HITS. BIG CROWDS COMING TO SEE THEM. BIG TIMES HAD BY ALL.THE BROADWAY MUSICAL, SIX, GOT OUR BROADWAY SERIES OFF TO A FANTASTIC START. SIX IS THE MUSICAL IN WHICH HENRY VIII'S HALF-DOZEN SPOUSES TELL THEIR SIDES OF THE STORY, AWAY FROM THE SHADOW OF THE BIG OL' BOY. AUDIENCES TOOK TO SIX IN A BIG WAY. ATTENDANCE FOR ITS WEEK OF SHOWS IN MORSANI HALL WAS 19,562. IT WAS THE STRAZ'S HIGHEST-GROSSING ONE-WEEK ENGAGEMENT UP THROUGH THE 22/23 SEASON.THE REST OF THE BROADWAY SCHEDULE WAS STERLING AS WELL. TWO SHOWS IN PARTICULAR SALUTED MUSIC LEGENDS WITH COMPELLING STORIES AND KNOCKOUT PERFORMANCES. AIN'T TOO PROUD TO BEG: THE LIFE AND TIMES OF THE TEMPTATIONS TOLD THE WINDING STORY OF ONE OF THE MOTOWN STABLE'S MOST SUCCESSFUL ACTS, ONE THAT HAD HITS AND INTERPERSONAL DRAMA IN ROUGHLY EQUAL PROPORTION. TINA TURNER WAS ONE OF THE BIGGEST POP MUSIC ACTS OF THE 1980S, 30 YEARS AFTER SHE BEGAN SINGING PROFESSIONALLY AND 10 YEARS AFTER SHE LEFT MUSICAL MENTOR/ABUSIVE HUSBAND IKE TURNER. TINA: THE TINA TURNER MUSICAL TOLD TURNER'S STORY AND RECREATED SOME OF HER MOST FRENETIC, MOST ELECTRIFYING PERFORMANCES. THE STRAZ NEVER DOES THINGS NICE AND EASY. WE DO THINGS NICE AND BIG. OF COURSE, WITH A BROADWAY SEASON THAT MONUMENTAL, IT'S HARDLY A SURPRISE THAT SOME OLD FRIENDS DROPPED BY, THOSE BEING HAMILTON AND WICKED.HOWEVER, OUR 22/23 SEASON'S BIGNESS WASN'T CONFINED TO THE BROADWAY SERIES. WE HAD BIG NAMES ON OUR STAGES, INCLUDING COMEDIAN-TV HOST CRAIG FERGUSON, AND HUMORIST-NPR FAVORITE DAVID SEDARIS. WE HAD VETERAN TV AND FILM ACTOR RICHARD THOMAS (THE WALTONS) PORTRAYING ATTICUS FINCH IN TO KILL A MOCKINGBIRD, ADAPTED FOR THE STAGE FROM HARPER LEE'S TIMELESS NOVEL BY AARON SORKIN (THE WEST WING).SPEAKING OF BIG, JIM GAFFIGAN, ONE OF COMEDY'S BIGGEST NAMES, FILMED HIS AMAZON PRIME SPECIAL, DARK PALE, IN MORSANI HALL. THE SEEMINGLY SEAMLESS SET WAS CULLED FROM THREE SEPARATE PERFORMANCES THROUGH THE MAGIC OF EDITING AND GAFFIGAN HITTING HIS MARKS.THE BIGNESS WASN'T ALL FUN AND GAMES, THOUGH. WE HAD OUR SHARE OF MISERY, MADNESS AND DODGY MEAT PIES. THOSE SAVORY PASTRIES FIGURE PROMINENTLY IN SWEENEY TODD: THE DEMON BARBER OF FLEET STREET, STEPHEN SONDHEIM'S MAGNIFICENTLY MALICIOUS HORROR-COMEDY. OPERA TAMPA'S PRODUCTION SHIFTED CONFIDENTLY BETWEEN DARK-HUMOR AND JUST PLAIN DARK.JOBSITE THEATRE HAD A BIG YEAR AS WELL, RACKING UP NOMINATIONS AND AWARDS FOR DRACULA AND ALICE AND ESPECIALLY MISERY. WEDDED CREATIVE TYPES, DAVID JENKINS (JOBSITE CO-FOUNDER) AND SUMMER BOHNENKAMP (STRAZ CHIEF MARKETING OFFICER), MINED THE FAMILIAR STORY FOR HUMOR WHILE ESTABLISHING THE CREEPING TENSION THAT BUILDS TO NEAR-UNBEARABLE, EDGE-OF-YOUR-SEAT INTENSITY. MISERY WAS A HIT WITH CRITICS AND AT THE BOX OFFICE. SO WAS THE STRAZ-PRODUCED SHEAR MADNESS, THE HILARIOUS YIN TO MISERY'S BRUTAL YANG. AUDIENCES FLOCKED TO THE INTERACTIVE WORK, LOOKING FOR CLUES AND INTERROGATING CHARACTERS. NOW IT'S BACK TO THE TASK OF MAKING OUR NEXT SEASON BIGGER THAN THE LAST IN CONTINUING TO WELCOME ALL FROM OUR COMMUNITY.INTEGRATED INTO ITS CAMPUS AND COMMUNITY WIDE OFFERINGS, THE STRAZ HAS A FIRM COMMITMENT TO BOTH COMMUNITY ENGAGEMENT AND DIVERSITY. I.D.E.A. CONTINUES TO MAKE THE STRAZ A STRONG EVOLVING CULTURAL INSTITUTE WITH ITS CULTURE AND IDENTITY. OUR AUDIENCE DEVELOPMENT INITIATIVES STEER OUR EFFORTS TOWARDS THE GREATEST COMMUNITY IMPACT IN THE WELCOMING AND INCLUSION OF ALL. FOR THE 22/23 SEASON, WE CONTINUED OUR FOCUS ON COMMUNITY ACCESS AND WELCOMING AND INCLUDING ALL. THIS INCLUDES AN ADVISORY COMMITTEE, STAFF TRAINING AND VOICES OF THE COMMUNITY TOWN HALLS, ARTS LEGACY REMIX SERIES, FOCUS ON BOARD DIVERSITY COMMITMENT AND HR INITIATIVES TO EXTEND OUR REACH TO A WIDE REACH OF CANDIDATES FROM VARIOUS SOURCES.IN 22/23, OUR CULTURAL INSTITUTE PROGRAM FOCUSED ON REPRESENTATION OF BIPOC ARTISTS ON OUR STAGES AND INVITED EVERYONE TO DISCOVER THE RICHNESS OF DIVERSE CULTURAL CONTRIBUTIONS. IN ADDITION, WE ALSO HOSTED OUR FREQUENT VOICES OF OUR COMMUNITY TOWN HALL EVENTS TO PROVIDE A WELCOMING SPACE FOR SHARING STORIES AND EXPERIENCES WITH TOPICS RANGING FROM BEHIND-THE-SCENES PROFESSIONS IN THE ARTS AND MUCH MORE, WITH THOUSANDS ATTENDING THESE EVENTS.WE CONTINUE OFFERING OUR ARTS AND HEALTH OFFERINGS OF LECTURE SERIES, ADULT CLASSES, AND PROGRAMS FOR VETERANS. OUR STRAZ SALUTES REPRESENTS OUR COMMITMENT TO VETERANS, FIRST RESPONDERS AND THEIR FAMILIES INCLUDING: TICKETS FOR VETERANS AND THEIR FAMILIES, OUTREACHES TAUGHT AT MACDILL AFB, MILITARY EVENT NIGHTS, STRAZ SALUTES ARTWORK ON THE RIVERWALK AND MILITARY RELATED PERFORMANCES ON OUR STAGES. THE TRANSFORMATIVE POWER OF THE ARTS AS A HEALING MODALITY IS TAPPED THROUGH COMPREHENSIVE PROGRAMMING FOR HOSPITALIZED AND ISOLATED MILITARY VETERANS TRANSITIONING TO COMMUNITY LIFE, AND THEIR CAREGIVERS AND FAMILIES. STRAZ SALUTES ARTMAKING, DISCUSSIONS, PROFESSIONAL AND STUDENT PERFORMANCES, AND PUBLIC EVENTS ALSO HELP CELEBRATE TAMPA BAY'S UNIQUE MILITARY COMMUNITY. 10744086 3262053 FACILITY SERVICES:FACILITY SERVICES INCLUDE OPERATIONS INVOLVED IN THE PRESENTATION OF PERFORMING ARTS TO THE COMMUNITY AND THE UTILIZATION OF ALL AVAILABLE RESOURCES TO ENSURE CONTINUED FINANCIAL STABILITY.THESE OPERATIONS ARE RESPONSIBLE FOR BOTH FRONT-OF-HOUSE AND BACK-OF-HOUSE FUNCTIONS FOR FIVE THEATERS AND A 335,000-SQUARE-FOOT COMPLEX.(CONTINUED ON SCHEDULE O)OPERATIONS IS ALSO RESPONSIBLE FOR FOOD AND BEVERAGE (WITH THREE ON-SITE RESTAURANTS PLUS CATERING), MAINTENANCE AND CLEANING, FACILITIES, HOUSE MANAGEMENT (INCLUDING 851 VOLUNTEERS), SECURITY AND GROUNDS AS WELL AS PRODUCTION SUPPORT THROUGH LIGHTING, SOUND, LOAD-INS, LOAD-OUTS AND STAGING. OPERATIONS IS RESPONSIBLE FOR MAINTAINING A 37-YEAR-OLD BUILDING, AS WELL AS A 19-YEAR-OLD CONSERVATORY WITH 20 STUDIOS. EXPENSE BASE ALSO INCLUDES DEPRECIATION EXPENSE OF $1,684,392 FOR THE AMORTIZED COST RECOGNITION OF PROPERTY, EQUIPMENT, AND LEASEHOLD IMPROVEMENTS. 4130523 343214 3189792 ARTS EDUCATION PROGRAMMING:ARTS EDUCATION IS A TOP PRIORITY AT THE STRAZ CENTER. THROUGH ITS PATEL CONSERVATORY, ARTS EDUCATION IS COMPRISED OF AGE-APPROPRIATE PERFORMANCES ON ITS MAIN STAGES, A SEQUENTIAL CLASSROOM CURRICULUM IN DANCE, THEATRE AND MUSIC PROVIDED IN THE PATEL CONSERVATORY, AND OUTREACH INITIATIVES DESIGNED TO REACH THOSE IN THE COMMUNITY WHO WOULD OTHERWISE BE UNABLE TO ATTEND ON-SITE ACTIVITIES.(CONTINUED ON SCHEDULE O)PATEL CONSERVATORY CONTINUES TO PROVIDE THE FINEST PERFORMING ARTS TRAINING IN AN INSPIRATIONAL SETTING BY GIVING STUDENTS THE TOOLS TO DREAM, REACH, DISCOVER AND CREATE THE PERFORMING ARTS, INTEGRATE THEM INTO EVERYDAY LIFE AND CONTRIBUTE TO THE COMMUNITY. THE CONSERVATORY IS AN ACCREDITED SCHOOL THROUGH THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS COUNCIL ON ACCREDITATION AND SCHOOL IMPROVEMENT. THE CONSERVATORY IS NOW IN ITS TENTH YEAR OF ACCREDITATION AND CURRENTLY IN THE PROCESS OF RENEWING ITS ACCREDITATION THROUGH 2029. AT THE NORTH END OF THE STRAZ CENTER'S CAMPUS, THE PATEL CONSERVATORY'S THREE-STORY, 45,000 SQUARE-FOOT FACILITY OFFERS MORE THAN 120 PERFORMING ARTS CLASSES IN DANCE, THEATER, AND MUSIC FOR STUDENTS OF ALL AGES AND EXPERIENCE LEVELS. THE CURRICULUM IS DESIGNED TO PROVIDE INTRODUCTORY CLASSES FOR THE CULTURALLY CURIOUS AND PROGRESS TO PRE-PROFESSIONAL TRAINING FOR SERIOUS PERFORMING ARTS STUDENTS.TO US, ARTS EDUCATION IS NOT ABOUT MAKING NEW PROFESSIONAL ARTISTS. IT'S ABOUT GIVING YOUNG PEOPLE THE CHANCE TO DEVELOP COMPETENCIES THAT WILL HELP THEM SUCCEED IN SCHOOL, WORK, AND LIFE; TO GROW INTO GOOD CITIZENS AND GOOD NEIGHBORS; TO DREAM AND ACHIEVE BETTER FUTURES.THE PATEL CONSERVATORY CONTINUES TO FLOURISH WITH HIGH ENROLLMENT, GREAT ATTENDANCE AT OUR PROFESSIONALLY PRODUCED PRODUCTIONS AND STRONG DIVERSITY AMONG STUDENTS FROM PRE-K TO GOLDEN AGE. CURRICULUM INCLUDES SEQUENTIAL INSTRUCTION IN MUSIC, DANCE AND THEATER, VOCAL ARTS, MUSICAL THEATER, PLAYWRITING, IMPROVISION AND STORYTELLING.PLACING ARTS EDUCATION WITHIN REACH OF ALL TAMPA BAY STUDENTS IS SOMETHING WE CAN'T DO WITHOUT COMMUNITY DONORS AND SUPPORT. THIS YEAR, WITH YOUR HELP, OVER 3,000 PATEL CONSERVATORY ENROLLMENTS WERE SERVED IN ON-SITE CLASSES, CAMPS, INTENSIVES, AND WORKSHOPS IN 162,783 INSTRUCTION HOURS. IN ADDITION, OVER 31,400 REGIONAL AND NATIONAL STUDENTS VISITED AND PARTICIPATED IN EVENTS OR CLASSES AT OUR CAMPUS.PERFORMANCE OPPORTUNITIES ARE AN IMPORTANT PART OF ARTS EDUCATION. PATEL CONSERVATORY STUDENTS STEPPED ONTO STRAZ CENTER STAGES TO SHOWCASE THEIR SKILLS IN OVER 28 STUDENT PRODUCTIONS THROUGHOUT THE SCHOOL YEAR, GAINING VALUABLE EXPERIENCES THAT REFLECT PROFESSIONAL APPLICATIONS. SCHOLARSHIPS:SINCE OUR SCHOLARSHIP LAUNCHED IN 2007, MILLIONS OF DOLLARS HAVE BEEN AWARDED TO DESERVING STUDENTS WITH LIMITED RESOURCES - MANY THROUGH ENDOWED SCHOLARSHIP FUNDS ESTABLISHED THROUGH PLANNED ESTATE GIFTS. WE AWARDED 366 SCHOLARSHIPS TOTALING $343,214 TO HELP STUDENTS ACCESS THE TRAINING THEY DESIRE...ALL THANKS TO OUR DONORS.SELECTED ADVANCING STUDENTS WERE ALSO INVITED TO PERFORM ALONGSIDE PROFESSIONALS IN ARTS LEGACY REMIX AND OTHER PERFORMANCES ON OUR OUTDOOR RIVERWALK STAGE. THE STRAZ CENTER ALSO LINKS STUDENTS TO OPPORTUNITIES TO STRETCH THEIR WINGS AND EARN SCHOLARSHIPS, BY HOSTING EVENTS LIKE YOUTH AMERICA GRAND PRIX INTERNATIONAL BALLET COMPETITION FINALS, FLORIDA THESPIANS FESTIVAL, AND REGIONAL BROADWAY STAR OF THE FUTURE AWARDS.ARTS EDUCATION PARTNERSHIP PROGRAM:WE ALSO DELIVERED PATEL CONSERVATORY DANCE, MUSIC AND THEATER CURRICULA AND OTHER ARTS LEARNING EXPERIENCES TO 1,783 TAMPA BAY STUDENTS IN 43 SCHOOLS AND NEIGHBORHOODS LACKING IN ARTS OFFERINGS THROUGH OUR ARTS EDUCATION PARTNERSHIPS PROGRAM. PATEL CONSERVATORY AND PARTNERSHIP STUDENTS ALSO PARTICIPATED IN MASTER CLASSES AND WORKSHOPS WITH PROFESSIONAL TOURING ARTISTS, INCLUDING COMPLEXIONS CONTEMPORARY BALLET; ATTENDED DRESS REHEARSALS OF OPERA TAMPA PRODUCTIONS; AND RECEIVED MORE THAN 800 TICKETS TO ATTEND SELECT STUDY-RELATED PERFORMANCES ON STRAZ CENTER STAGES. 46766402 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 298 0 1 718 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 55 55 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 FL X MARY BETH ROSSI CAFO 8132221044 1010 N WC MACINNES PLACE TAMPA FL 336023720 BILL WEST CHAIRMAN 2.00 2.00 X X 0 0 0 DAVID J SCHER VICE CHAIR 2.00 0.00 X X 0 0 0 CHECK SYKES VICE CHAIR 2.00 0.00 X X 0 0 0 STANLEY I LEVY TREASURER 1.00 1.00 X X 0 0 0 KASEY SHIMBERG KELLY SECRETARY 1.00 0.00 X X 0 0 0 TROY ATLAS TRUSTEE 1.00 1.00 X 0 0 0 VAN AYERS TRUSTEE 1.00 0.00 X 0 0 0 ROXANNE BARTLEY TRUSTEE 1.00 0.00 X 0 0 0 LINDA BLANCHARD TRUSTEE 1.00 0.00 X 0 0 0 THEON BUTLER TRUSTEE 1.00 0.00 X 0 0 0 HARRY COHEN TRUSTEE 1.00 0.00 X 0 0 0 JAY COLLINS TRUSTEE 1.00 0.00 X 0 0 0 SANTIAGO CORRADA TRUSTEE 1.00 0.00 X 0 0 0 ALIS DRUMGO TRUSTEE 1.00 0.00 X 0 0 0 SCOTT FINK TRUSTEE 1.00 0.00 X 0 0 0 MICHELE FREEDLE TRUSTEE 1.00 0.00 X 0 0 0 RYAN FREKING TRUSTEE 1.00 0.00 X 0 0 0 DANNI GALLAGHER TRUSTEE 1.00 0.00 X 0 0 0 JULY L GENSHAFT TRUSTEE 1.00 0.00 X 0 0 0 GORDON L GILLETTE TRUSTEE 1.00 0.00 X 0 0 0 BILL GOEDE TRUSTEE 1.00 0.00 X 0 0 0 CHARLENE GORDON TRUSTEE 1.00 0.00 X 0 0 0 BOB GRIES JR TRUSTEE 1.00 0.00 X 0 0 0 FRASER HIMES TRUSTEE 1.00 0.00 X 0 0 0 TERRY M IGO TRUSTEE 1.00 0.00 X 0 0 0 KEN JONES TRUSTEE 1.00 0.00 X 0 0 0 GREG KADET TRUSTEE 1.00 0.00 X 0 0 0 JACK KIRKLAND JR TRUSTEE 1.00 1.00 X 0 0 0 ZENA LANSKY TRUSTEE 1.00 0.00 X 0 0 0 BARRY LEVINE TRUSTEE 1.00 0.00 X 0 0 0 AD SANDY MACKINNON TRUSTEE 2.00 2.00 X 0 0 0 JASON MAGEE TRUSTEE 1.00 0.00 X 0 0 0 GUIDO MANISCALCO TRUSTEE 1.00 0.00 X 0 0 0 LARRY MCHALE TRUSTEE 1.00 0.00 X 0 0 0 STEVEN H MEZER TRUSTEE 1.00 0.00 X 0 0 0 ALEXI MOOTOO TRUSTEE 1.00 0.00 X 0 0 0 ROBERT MORRISON JR TRUSTEE 1.00 0.00 X 0 0 0 FRANK MORSANI TRUSTEE 1.00 1.00 X 0 0 0 PALLAVI K PATEL TRUSTEE 1.00 0.00 X 0 0 0 DAVID PIZZO TRUSTEE 1.00 0.00 X 0 0 0 KEVIN PLUMMER TRUSTEE 1.00 0.00 X 0 0 0 DEBORAH POND TRUSTEE 1.00 0.00 X 0 0 0 CRAIG RICHARD TRUSTEE 1.00 0.00 X 0 0 0 JONATHAN SANTELLI TRUSTEE 1.00 0.00 X 0 0 0 GARY SASSO TRUSTEE 1.00 1.00 X 0 0 0 MARTIN SILBIGER TRUSTEE 1.00 1.00 X 0 0 0 LISA SIMINGTON TRUSTEE 1.00 0.00 X 0 0 0 RICK SIMONETTI TRUSTEE 1.00 0.00 X 0 0 0 SHARON STEIN TRUSTEE 1.00 0.00 X 0 0 0 CATHERINE L STRAZ TRUSTEE 1.00 0.00 X 0 0 0 JESSICA VAUGHN TRUSTEE 1.00 0.00 X 0 0 0 RONALD VAUGHN TRUSTEE 1.00 0.00 X 0 0 0 TODD WICKNER TRUSTEE 1.00 0.00 X 0 0 0 DEBRA WILLIAMS TRUSTEE 1.00 0.00 X 0 0 0 SAMUEL L WRIGHT SR TRUSTEE 1.00 0.00 X 0 0 0 GREGORY HOLLAND CHIEF EXECUTIVE OFFICER 25.00 15.00 X 161932 0 2450 MARY BETH ROSSI CHIEF ADMIN & FINANCIAL OFFICER 25.00 15.00 X 271123 0 46646 LORRIN SHEPARD CHIEF OPERATING OFFICER 32.00 8.00 X 245726 0 33477 JULIE BRITTON CHIEF DEVELOPMENT OFFICER 25.00 15.00 X 187825 0 25909 SUMMER BOHNENKAMP CHIEF PROGRAMMING & MARKETING OFFICER 40.00 0.00 X 144396 0 34096 ANTHONY WALTERS VP TICKETING & GUEST SERVICES 40.00 0.00 X 133193 0 21309 JAVIER RASMUSSEN VP FOOD & BEVERAGE 40.00 0.00 X 118747 0 31821 PHILIP NEAL DANCE DEPT. CHAIR & ARTISTIC DIRECTOR - NGB 40.00 0.00 X 112314 0 23571 CURTIS MARSHALL JR VP OPERATIONS 40.00 0.00 X 112131 0 31946 GERALD BOUTOT DIRECTOR OF IT 40.00 0.00 X 110245 0 19184 JUDITH LISI FORMER CHIEF EXECUTIVE OFFICER 0.00 1.00 X 925748 0 45149 2523380 0 315558 16 1 1 0 GRESHAM SMITH PO BOX 306023 NASHVILLE TN 372306023 ARCHITECTURAL SERVICES 2090826 SERAPID INC 34100 MOUND RD STERLING HEIGHTS MI 48310 ENGINEERING SERVICES 1374166 MCKAY ADVERTISING 1517 E 77TH AVE UNIT F TAMPA FL 33605 ADVERTISING 533058 NATIONAL BUILDING MAINTENANCE LLC PO BOX 17778 CLEARWATER FL 33762 CLEANING SERVICES 499228 TRIFECTA NETWORKS LLC PO BOX 986500 DEPT 3120 BOSTON MA 022986500 IT SOLUTIONS SERVICES 433225 26 734023 3789601 3005319 4460072 836 11989015 TICKET SALES 711110 32079333 32079333 BOX OFFICE FEES 711110 6148197 6148197 EDUCATION TUITION & PROGRAM FEES 711130 3189792 3189792 SERVICE FEE INCOME 541800 757603 684890 72713 RENT 532000 746085 746085 42921010 639668 639668 17514 17514 11550577 12054395 -503818 -503818 -503818 545590 734023 404627 140963 140963 5578524 1899274 3679250 3262053 417197 58883602 46127864 489910 276813 343214 343214 1578878 481616 875644 221618 92715 92715 10942946 7669557 2576350 697039 675806 578101 62947 34758 1017419 780724 165200 71495 1123237 889336 166437 67464 73466 12226 61240 76950 76950 25079 25079 54449 54449 464781 154902 285190 24689 3771250 3719822 51428 2596097 2183455 346251 66391 877006 187755 689251 1541076 1541076 161153 134957 24208 1988 120819 72690 41154 6975 1684392 1684392 530751 177950 352801 PRODUCTION EXPENSES 25844116 25647539 27525 169052 EMPLOYEE RELATIONS 217993 136745 79394 1854 BAD DEBT EXPENSE 16267 7124 9143 352619 270506 4101 78012 54182479 46766402 5898235 1517842 9462068 1350039 0 13069656 863531 1536289 373362 459620 81470 110785 978637 1116169 47773409 25605545 19349968 22167864 14174444 9931873 383170 787451 1803288 1294714 47469938 51824460 2793580 2555293 16426651 13887204 0 304932 19220231 16747429 X 24653548 31400734 3596159 3676297 28249707 35077031 47469938 51824460 X 4701123 2122023 4178 X X 0 1 X 1 0 X 8264951 9779026 18652455 12344087 11989015 61029534 8264951 9779026 18652455 12344087 11989015 61029534 13618357 47411177 163684 347509 264910 359500 639668 1775271 510564 480788 303093 532908 187027 2014380 64819185 134671833 0.73140 0.73310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 35728 0 0 35728 0 PART II-B, LINE 1: LOBBYING EXPENSES REPRESENT ALLOCATED COMPENSATION COSTS FOR STRAZ CENTER EMPLOYEES WHO SPEND A PERCENTAGE OF THEIR TIME ON STATE AND FEDERAL ADVOCACY TO ADVANCE THE STRAZ CENTER'S MISSION, AS WELL AS DIRECT COSTS FOR A GOVERNMENT RELATIONS CONSULTANT RETAINED TO PROVIDE STRATEGIC PLANNING, LOBBYING AND ADVISORY SERVICES RELATED TO GOVERNMENT AGENCIES, DEPARTMENTS, AND ELECTED OFFICIALS. THE CONSULTANT ADVISES AND ASSISTS WITH DEVELOPMENT AND IMPLEMENTATION OF LEGISLATIVE AND POLICY GOALS, KEY OBJECTIVES AND STRATEGIES, AND MONITORS LEGISLATIVE THREATS AND OPPORTUNITIES TO ADVANCE THE STRAZ CENTER'S MISSION. 0 357010 X 0 26736995 338814 4195941 3524547 27747203 34588074 69939 -6647509 1273509 26736995 24498458 9080310 5753707 4744401 34588074 24662594 68715 2431510 2664361 24498458 22640454 929319 1766590 673769 24662594 0.00000 1.00000 0.00000 1 1 1 11605951 8537987 3067964 28923241 17067558 11855683 7244217 7244217 22167864 LEASE LIABILITIES 304932 304932 X PART III, LINE 4: THE CENTER MAINTAINS A FINE ARTS COLLECTION FOR THE CULTURAL ENRICHMENT OF ITS GUESTS AND COMMUNITY BY COMBINING VISUAL ARTS WITHIN ITS PERFORMING ARTS FACILITY. THE COLLECTION CONSISTS OF 4 SCULPTURES, AND 102 PRINTS, PAINTINGS, AND MULTIMEDIA WORKS, WHICH ARE ON PUBLIC EXHIBITION IN THE LOBBIES OF ITS MAIN VENUES. PART V, LINE 4: (1) PERMANENT ENDOWMENT FUNDS HELD BY THE CENTER REPRESENT PUBLIC FUNDING FROM THE FLORIDA STATE CULTURAL ENDOWMENT PROGRAM AND RELATED MATCHING GIFTS. THE INVESTMENT EARNINGS ON THE PERMANENT ENDOWMENT FUNDS ARE NOT RESTRICTED AND ARE CONSIDERED UNRESTRICTED/BOARD-DESIGNATED FUNDS WITH INTENDED USES PRIMARILY TO COVER EXPENSES ASSOCIATED WITH THE CENTER'S ARTS EDUCATION AND OUTREACH PROGRAMMING. INVESTMENT INCOME RETURN FROM THE STATE ENDOWMENT HELPS ENSURE THAT THE PERFORMING ARTS REMAIN AN INTEGRAL PART OF EVERY CHILD'S EDUCATION. THE CENTER'S OVERALL ARTS MANAGEMENT PHILOSOPHY AFFIRMS A COMMITMENT TO THE COMMUNITY TO PROVIDE THE HIGHEST QUALITY OF ARTISTIC PERFORMANCES, OUTREACH, ACCESSIBILITY, AND AUDIENCE DEVELOPMENT FOR ALL CONSTITUENT GROUPS. THIS IS ACCOMPLISHED IN LARGE PART THROUGH MULTICULTURAL EDUCATIONAL AND OUTREACH PROGRAMS. INCOME FROM THE CULTURAL ENDOWMENT PROGRAM ALSO ALLOWS THE CENTER TO EXPAND ITS EDUCATIONAL PROGRAMMING AND INCREASE ITS IMPACT ON THE COMMUNITY. (2) UNRELATED ORGANIZATION - THE CENTER IS THE BENEFICIARY OF THE RELATED FUNDS AT THE COMMUNITY FOUNDATION TAMPA BAY AND IS ENTITLED TO ALLOCATED DISTRIBUTIONS OF NET EARNINGS. PERMANENT ENDOWMENT FUNDS HELD IN TRUST BY THE COMMUNITY FOUNDATION TAMPA BAY FOR THE BENEFIT OF THE CENTER CONSIST OF DISTRIBUTION AND USAGE OF INVESTMENT EARNINGS FOR BOTH UNRESTRICTED AND RESTRICTED DONOR-DESIGNATED PURPOSES. THE USAGE OF THE UNRESTRICTED EARNING ALLOWS THE CENTER THE FLEXIBILITY TO USE THE INVESTMENT INCOME RETURN AS BEST SERVES THE ORGANIZATION'S IMMEDIATE CHALLENGES AND FUNDING REQUIREMENTS AS APPROVED BY THE BOARD. INTERNAL GUIDELINES FOR UNRESTRICTED EARNINGS ALLOW USAGE FOR OPERATING EXPENSES FOR ADMINISTRATIVE AND PROGRAMMING ACTIVITIES AS WELL AS SPECIAL PROJECTS. THE RESTRICTED DONOR DESIGNATIONS ON USAGE OF INVESTMENT EARNINGS ARE RELATED TO EDUCATION MUSIC PROGRAMMING. (3) RELATED ORGANIZATION - TAMPA BAY PERFORMING ARTS CENTER FOUNDATION, INC. (THE "FOUNDATION") - PERMANENT ENDOWMENT FUNDS HELD BY THE FOUNDATION PROVIDE FOR DISTRIBUTIONS TO THE CENTER AND USAGE OF INVESTMENT EARNINGS FOR BOTH UNRESTRICTED AND RESTRICTED DONOR-DESIGNATED PURPOSES. THE USAGE OF THE UNRESTRICTED EARNINGS ALLOWS THE CENTER THE FLEXIBILITY TO USE THE INVESTMENT INCOME RETURN AS BEST SERVES THE ORGANIZATION'S IMMEDIATE CHALLENGES AND FUNDING REQUIREMENTS AS APPROVED BY THE BOARD. INTERNAL GUIDELINES FOR USE OF BOARD-DESIGNATED ENDOWMENT (BOTH PRINCIPAL AND INVESTMENT RETURN) ALLOW USAGE FOR OPERATING EXPENSES, SPECIAL PROJECTS FOR BOTH THE CENTER AND FOUNDATION, COLLATERALIZATION FOR SECURING FINANCIAL ASSISTANCE, SPENDING POLICY DISTRIBUTIONS TO THE CENTER AND DESIGNATION AS PERMANENT ENDOWMENT IN ACCORDANCE WITH BOARD INTERPRETATION OF RELEVANT STATE LAW. THE RESTRICTED DONOR DESIGNATIONS ON USAGE OF INVESTMENT EARNINGS ARE RELATED TO (A) EDUCATION PROGRAMMING COVERING GENERAL ADMINISTRATION, OPERA, MUSIC, SPECIFIC SCHOOL ACTIVITIES, AS WELL AS (B) OPERA PROGRAMMING AND (C) THEATRE PROGRAMMING ACTIVITIES. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: THE STRAZ CENTER AND THE FOUNDATION ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THE STRAZ CENTER AND THE FOUNDATION CONTINUE TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AS OF SEPTEMBER 30, 2023. MANAGEMENT BELIEVES THE UNRELATED BUSINESS INCOME GENERATED BY THE STRAZ CENTER IS NOT MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. BROADWAY BALL 817244 437950 379294 26565 62263 56498 16327 32040 TASTE AT THE STRAZ 253518 202298 51220 31642 12294 8400 45268 1 208851 93775 115076 9604 33629 40298 6550 23249 1279613 734023 545590 36169 127534 109090 31277 100557 404627 140963 1 SCHOLARSHIPS 366 343214 0 N/A N/A PART I, LINE 2: PERIODIC REVIEW IS DONE THROUGHOUT THE SCHOOL YEAR BY THE ADMISSIONS OFFICE AND RESPECTIVE CHAIRS OF EACH DISCIPLINE ALONG WITH SEMI-ANNUAL REVIEWS WITH THE SCHOLARSHIP COMMITTEE. X X 1 1 X X X X X X 0 0 0 1 1 0 0 1 0 JUDITH LISI FORMER CHIEF EXECUTIVE OFFICER 761397 0 163887 0 464 0 24400 0 20749 0 970897 0 0 0 MARY BETH ROSSI CHIEF ADMIN & FINANCIAL OFFICER 256682 0 13925 0 516 0 21489 0 25157 0 317769 0 0 0 LORRIN SHEPARD CHIEF OPERATING OFFICER 231077 0 13925 0 724 0 19053 0 14424 0 279203 0 0 0 JULIE BRITTON CHIEF DEVELOPMENT OFFICER 173108 0 13925 0 792 0 14198 0 11711 0 213734 0 0 0 SUMMER BOHNENKAMP CHIEF PROGRAMMING & MARKETING OFFICE 130311 0 13925 0 160 0 11090 0 23006 0 178492 0 0 0 GREGORY HOLLAND CHIEF EXECUTIVE OFFICER 125265 0 0 0 36667 0 0 0 2450 0 164382 0 0 0 ANTHONY WALTERS VP TICKETING & GUEST SERVICES 124263 0 8355 0 575 0 10265 0 11044 0 154502 0 0 0 JAVIER RASMUSSEN VP FOOD & BEVERAGE 110061 0 8355 0 331 0 7121 0 24700 0 150568 0 0 0 PART I, LINE 1A CEO GREGORY HOLLAND'S EMPLOYMENT CONTRACT PROVIDES FOR REIMBURSEMENT OF RELOCATION EXPENSES UP TO $60,000, WHICH COVERS MOVING EXPENSES, APPROVED TRAVEL EXPENSES, AND SIX (6) MONTHS OF TEMPORARY FURNISHED HOUSING. APPROVED TRAVEL EXPENSES COVER BOTH THE CEO AND HIS WIFE FOR A PRESET NUMBER OF TRIPS BETWEEN CALIFORNIA (FORMER RESIDENCE) AND FLORIDA (NEW RESIDENCE). REIMBURSEMENTS WERE APPROPRIATELY APPROVED, SUBSTANTIATED, AND INCLUDED IN THE CEO'S W-2 WAGES FOR CALENDAR YEARS 2022 AND 2023, AS APPROPRIATE. PART I, LINE 5 THE CEO HAS A WRITTEN CONTRACT, WHICH INCLUDES A DISCRETIONARY BONUS CONSIDERATION. NO FORMAL BONUS PROGRAM IS IN PLACE FOR OTHER OFFICERS OR HIGHLY COMPENSATED EMPLOYEES; BONUSES ARE DISCRETIONARY BASED ON THE OVERALL FINANCIAL CONDITION OF THE STRAZ CENTER IN ANY GIVEN YEAR, NOT SPECIFICALLY ON REVENUES. THE DISCRETIONARY BONUSES PAID TO MANAGEMENT OFFICERS AND HIGHLY COMPENSATED EMPLOYEES WERE ACCRUED AS OF FISCAL YEAR END SEPTEMBER 30, 2023 AND PAID IN NOVEMBER 2024. PART I, LINE 7 IN ACCORDANCE WITH THE CEO'S EMPLOYMENT CONTRACT, THE CEO RECEIVES AN ANNUAL CONTRACTUAL BONUS OF UP TO 25% OF BASE COMPENSATION AT THE DISCRETION OF THE BOARD OF TRUSTEES. THE BONUS IS BASED ON REVIEW OF ACHIEVEMENTS OF STRATEGIC AND ANNUAL ORGANIZATIONAL OPERATIONAL AND FINANCIAL GOALS, AS WELL AS COMMUNITY ENGAGEMENT. THE AMOUNT REPORTED IN PART II, COLUMN (B)(II) FOR THE CEO INCLUDES FIXED INCENTIVE COMPENSATION IN ADDITION TO THE NON-FIXED BONUS DESCRIBED ABOVE. FOR OTHER EMPLOYEES, BONUSES ARE STRICTLY DISCRETIONARY AND ARE EVALUATED ON A YEAR-BY-YEAR BASIS. IF BONUSES ARE DETERMINED TO BE PAID OUT, THEY ARE APPROVED BY THE CEO. JOEL LISI SON OF FORMER CEO 92715 SEE PART V 0 PART IV, COLUMN (D): JOEL LISI: COMPENSATION FOR EMPLOYMENT AT ARM'S LENGTH FOR SERVICES PROVIDED AS SENIOR PROGRAMMING MANAGER. JOEL HAS 12 YEARS OF SERVICE ACROSS TICKETING AND ARTISTIC PROGRAMMING AT THE STRAZ AND HAD PRIOR ARTISTIC PERFORMING ARTS RELATED EXPERIENCE PRIOR TO JOINING THE STRAZ. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION'S MISSION: THE TAX-EXEMPT PURPOSE OF THE TAMPA BAY PERFORMING ARTS CENTER IS: (A) TO PROMOTE INTEREST IN THE STUDY, CREATION AND DEVELOPMENT OF THE PERFORMING ARTS AND NEW ARTISTIC WORKS. (B) TO ADVANCE THE KNOWLEDGE AND APPRECIATION OF THE GENERAL PUBLIC LOCALLY, NATIONALLY, AND INTERNATIONALLY OF THE PERFORMING ARTS, SPECIFICALLY DRAMA, MUSIC, AND DANCE. (C) TO PROVIDE AND SUPPORT FACILITIES FOR THE EDUCATION OF THE GENERAL PUBLIC IN THE PERFORMING ARTS AND FOR THE PERFORMANCE OF ARTS, DRAMA, DANCE AND MUSIC EVENTS. (D) TO LESSEN THE BURDENS OF GOVERNMENT BY COMBATING COMMUNITY DETERIORATION BY FOSTERING THE DEVELOPMENT IN THE CITY OF TAMPA, THE COUNTY OF HILLSBOROUGH AND THE TAMPA BAY AREA OF AN APPRECIATION OF THE PERFORMING ARTS BY SPONSORING CULTURAL PRESENTATION, SUCH AS PLAYS, MUSICALS AND CONCERTS FOR THE GENERAL PUBLIC. (E) TO EDUCATE THE GENERAL PUBLIC OF THE TAMPA BAY AREA AND BEYOND BY PROVIDING AND ADVANCING THE KNOWLEDGE AND APPRECIATION OF THE CULTURAL ASPECTS OF LIFE SUCH AS DRAMA, MUSIC, AND DANCE. (F) TO AROUSE AND GIVE DIRECTION TO THE CULTURAL LIFE OF THE TAMPA BAY AREA AND BEYOND THROUGH THE PROMOTION OF THE PERFORMING ARTS. (G) TO ENCOURAGE AND PROMOTE THE PERFORMING ARTS, ALONG WITH THE CREATION AND DEVELOPMENT OF NEW PRODUCTIONS; PROVIDED, HOWEVER, THAT THIS ORGANIZATION SHALL NOT DIRECTLY OR INDIRECTLY BENEFIT PRIVATE INDIVIDUALS BUT SHALL BE DEDICATED TO THE ENHANCEMENT OF THE PERFORMING ARTS IN THE CITY OF TAMPA, COUNTY OF HILLSBOROUGH, NATIONALLY AND INTERNATIONALLY. (H) TO SPECIFICALLY ENGAGE IN THE DESIGN, CONSTRUCTION, AND ESTABLISHMENT OF A PERFORMING ARTS CENTER TO BE UTILIZED EXCLUSIVELY FOR THE PRESENTATION OF CULTURAL ARTISTIC PERFORMANCES AND EVENTS, EDUCATION OF THE PUBLIC ON THE PERFORMING ARTS, AND OTHER ENDEAVORS THAT ENHANCE THE CULTURE AND QUALITY OF LIFE OF THE GENERAL PUBLIC OF THE CITY OF TAMPA, COUNTY OF HILLSBOROUGH AND BEYOND. TO SUPPORT THE ABOVE EXEMPT PURPOSE, THE ORGANIZATION'S MISSION STATEMENT AND OPERATING PRINCIPLES AS APPROVED BY THE BOARD OF TRUSTEES IS AS FOLLOWS: THE TAMPA BAY PERFORMING ARTS CENTER'S OPERATING PRINCIPLES PROVIDE A FRAMEWORK FROM WHICH THE CENTER MAKES DECISIONS ON A DAY-TO-DAY BASIS. THEY SERVE AS THE "OPERATING INTERPRETATION" OF THE MISSION. IN CARRYING OUT THE MISSION OF THE TAMPA BAY PERFORMING ARTS CENTER, WE WILL: - MAKE THE PERFORMING ARTS AVAILABLE AND ACCESSIBLE, EMPHASIZING DIVERSITY AND QUALITY. - OPEN OUR FACILITY TO LOCAL PERFORMING ARTS GROUPS AND ARTISTS AS PART OF OUR ROLE IN ADVANCING THE ARTS IN OUR COMMUNITY. - EDUCATE AND DEVELOP PERFORMING ARTS GROUPS AND ARTISTS AS PART OF OUR ROLE IN ADVANCING THE ARTS IN OUR COMMUNITY. - PROVIDE LEADERSHIP AND SUPPORT TO THE CULTURAL DEVELOPMENT EFFORTS OF THE TAMPA BAY REGION INCLUDING ASSISTANCE TO COMMUNITY INITIATIVES. - ENSURE OUR FINANCIAL STABILITY AND OPERATIONAL EFFICIENCY. - ENGAGE OUR STAFF, BOARD, VOLUNTEERS, AND OTHER SUPPORTERS OF THE CENTER AS ACTIVE PARTICIPANTS TO ADVANCE THE MISSION AND PRIORITIES OF THE ORGANIZATION. STRAZ CENTER DONORS FUEL INTELLECTUAL AND ARTISTIC GROWTH, AS WELL AS THE INTERNAL GROWTH OF THE ORGANIZATION ITSELF, MAKING IT POSSIBLE FOR THE STRAZ CENTER TO PRESENT AN ARRAY OF PROGRAMMING WITHOUT A SIMILAR PEER IN FLORIDA. THE ORGANIZATIONAL STRATEGIC VISION IS TO BE A WELCOMING AND INCLUSIVE INTERNATIONAL CULTURAL INSTITUTION RENOWNED FOR INNOVATION, CREATIVITY, AND CELEBRATION OF THE HUMAN SPIRIT. FORM 990, PART III, LINE 4A, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS: HIGHLIGHTS INCLUDE: - STRAZ SALUTES CELEBRATES TAMPA BAY'S UNIQUE MILITARY COMMUNITY THROUGH ART, COMMUNITY DISCUSSIONS, PROFESSIONAL AND STUDENT PERFORMANCES, AND PUBLIC EVENTS. WE RECOGNIZE THE TRANSFORMATIVE POWER OF THE ARTS AS A HEALING MODALITY AND ARE DEDICATED TO HIGHLIGHTING THE VOICES AND TALENT OF OUR VETERAN COMMUNITY MEMBERS. THIS YEAR, MORE THAN 12,800 VETERANS AND ACTIVE-DUTY MILITARY, THEIR FAMILIES, AND CAREGIVERS DIRECTLY PARTICIPATED IN STRAZ SALUTES EVENTS AND ACTIVITIES. THE STRAZ CENTER PROVIDED 220 TICKETS THROUGH PARTNERS SUCH AS JAMES A. HALEY VA HOSPITAL, VALOR NETWORK AND MACDILL AFB YOUTH PROGRAMS TO ATTEND SPECIAL PERFORMANCES OF BROADWAY TOURING PRODUCTIONS HAMILTON, TO KILL A MOCKINGBIRD, CHICAGO, AND ANNIE. PRE-PERFORMANCE ACTIVITIES INCLUDED A COLOR GUARD AND SINGING OF THE NATIONAL ANTHEM. - STRAZ ACCESS - AS ANOTHER DEMONSTRATION OF OUR COMMITMENT TO THE DEVELOPMENT OF OUR AUDIENCE AND COMMUNITY ENGAGEMENT, WE CONTINUE TO EVOLVE AND EXPAND OUR ACCESS-FOR-ALL FOOTPRINT AROUND THE CAMPUS INSIDE AND OUT. OUR EVOLVING ACCESS OFFERINGS INCLUDE RELAXED SENSORY-FRIENDLY PERFORMANCES, ARTS EDUCATION FOR SPECIAL NEEDS STUDENTS, STRAZ OUTREACH FOR THE REMOTE AND IMMOBILE ASSISTED LISTENING DEVICES AND SIGNED PERFORMANCES, AMERICANS WITH DISABILITIES ACT (ADA) CELEBRATION, COURTESY WHEELCHAIRS, AND SPECIALIZED FACILITY TOURS. WE WELCOME ALL OUR GUESTS TO BRING FORWARD ANY SUGGESTIONS FOR FURTHER FOCUS FOR OUR GROWING ACCESS-FOR-ALL FOOTPRINT AROUND THE CAMPUS. - OUR OUTDOOR BAR - "SIP" CONTINUES TO BE A FUN, RETRO AIRSTREAM BAR ON THE RIVERWALK, WHICH HAS DONE WONDERS FOR OUR EFFORTS TO CONTINUE TO ACTIVATE THE WATERFRONT AND LET PEOPLE KNOW OUR CAMPUS IS OPEN TO EVERYONE, WHETHER THEY HAVE A TICKET OR NOT. SIP ESTABLISHED US AS A HANG-OUT, WHICH IS EXACTLY WHERE WE WANT TO BE AS WE HEAD INTO OUR STRATEGIC MASTER PLAN EXPANSION AND AS THE DOWNTOWN METROPOLIS TAKES SHAPE AROUND US. - TICKET SUBSIDIES - OUR OPERATION TICKETS PROGRAM PROVIDES SUBSIDIZED TICKETS TO INDIVIDUALS, ORGANIZATIONS, AND SCHOOLS. STUDENTS FROM PARTICIPATING SCHOOLS, INCLUDING THE MAJORITY OF TITLE I SCHOOLS, USE THESE SCHOLARSHIPS TO ATTEND DIFFERENT STRAZ CENTER PERFORMANCES RELATED TO THEIR CLASSROOM STUDIES. THE RACHEL LISI ENDOWED TICKET SUBSIDY FUND ALSO PROVIDES PERFORMANCE TICKETS TO LOW-INCOME AND UNDERSERVED INDIVIDUALS AND FAMILIES. COMMUNITY ENGAGEMENT: IN ADDITION, WE CONTINUE TO SOLIDIFY A PRESENCE FOR: -LOCAL TAMPA BAY-AREA ARTISTS ON OUR CAMPUS. WITH OUR ONGOING COMMITMENT TO THE COMMUNITY TO ACTIVATE THE RIVERWALK, ALL CAN ENJOY THE STRAZ EVEN WITHOUT A TICKET, OUR OFFERING OF ART AND FREE PERFORMANCES INCLUDING OUR SUCCESSFUL ARTS LEGACY REMIX SERIES. THIS PROGRAM WAS CREATED TO CREATE THE FUTURE BY EMBRACING THE PRESENT AND THE PAST AND TO CONNECT THE STRAZ CENTER'S ARTISTIC LEGACY TO THE COMMUNITY. CURATED BY ARTIST-IN-RESIDENCE FRED JOHNSON, THIS PROJECT PRODUCES PERFORMING ARTS WORKS WITH INPUT AND INSIGHT FROM LOCAL PEOPLE AND PLACES. -DIFFERENT KINDS OF SHOWS, INCLUDING SENSORY-FRIENDLY PERFORMANCES IN OUR PATEL CONSERVATORY MUSICAL THEATER PRODUCTIONS. THE JAEB COURTYARD ALSO SERVES AS THE SHOWCASE PERFORMANCE SPACE FOR OUR LOCAL ARTISTS. OUR OUTDOOR EXHIBITS INCLUDE A TAMPA BAY AREA VETERANS' VISUAL ART DISPLAY, INSTALLED ART ON THE WALK AND A REVOLVING VISUAL ART GALLERY ON THE WATERFRONT. THESE FREE EVENTS CULTIVATE A COMMUNITY SPACE AND PLACE OUTSIDE OUR WALLS AND TRADITIONAL PERFORMANCE SPACES, OPENING THE STRAZ TO THE PUBLIC IN MORE EXCITING WAYS. THE STRAZ CENTER AND COMMUNITIES OF ARTS PATRONS AND DONORS WILL FORGE AHEAD WITH US INTO THE GREATER EVOLUTION OF OUR ROLES AS AN ECONOMIC FORCE, AN INTERNATIONAL TOURIST DESTINATION, A BASTION OF WORLD CLASS ARTS AND A COMMUNITY PARTNER OF UNWAVERING DEDICATION TO FULFILL OUR MISSION. IF WE HAVE LEARNED ANYTHING UNEQUIVOCALLY OVER THE PAST 37 YEARS, IT'S THAT THE ARTS CHANGE LIVES. WITH COMMUNITY SUPPORT, STRAZ CENTER SERVES TO ENHANCE THE ECONOMIC VITALITY OF OUR REGION, THE SAFETY OF OUR CHILDREN AND COMMUNITIES AND THE BEAUTY OF THE HUMAN SPIRIT BY MAKING THE ARTS AVAILABLE AND ACCESSIBLE. IN THE COMING YEARS, THE STRAZ CENTER HAS EXCITING PLANS TO RENOVATE AND UPGRADE THE FACILITIES THROUGH OUR STRATEGIC MASTER PLAN WHILE CONTINUING TO ATTRACT SPECTACULAR ARTISTS AS WELL AS INNOVATIVE NEW SHOWS AND PERFORMANCES. THE STRAZ CENTER IS EXCITED TO REPORT TO ITS COMMUNITY PARTNERS, AS IT LOOKS FORWARD, CELEBRATING ITS RICH HISTORY AND EMBRACING, WITH GREAT ENTHUSIASM, THE PRESENT MOMENTUM THAT DETERMINES ITS FUTURE. DURING THE 2022/23 SEASON, THE MARKETING AND PROGRAMMING DEPARTMENT SUPPORTED/BOOKED 977 EVENTS AND GARNERED 3,400+ CLASS AND CAMP ENROLLMENTS RESULTING IN $33 MILLION IN TICKET REVENUE, $2.2 MILLION IN TUITION REVENUE AND $2.1 MILLION IN HANDLING FEE REVENUE. THE MARKETING TEAM NEGOTIATED MORE THAN $1.2 MILLION IN ADDED ADVERTISING VALUE. THE PUBLIC RELATIONS TEAM WAS RESPONSIBLE FOR MORE THAN $3.5 MILLION IN MEDIA COVERAGE. ON THE DIGITAL SIDE, 2,200+ JOBS, INCLUDING EMAILS, TEXTS, AND OTHER WEB-BASED PROJECTS, WERE EXECUTED; SOCIAL MEDIA GARNERED 54 MILLION IMPRESSIONS. ON THE CREATIVE SIDE, THE VIDEO PRODUCTION TEAM PRODUCED 1,200+ JOBS COMMERCIALLY VALUED AT CLOSE TO $630,000 AND THE GRAPHIC DESIGN TEAM PRODUCED 1,300+ JOBS. TOTAL COSTS FOR MARKETING SERVICES SUPPORTING ARTS PROGRAMMING INCLUDED IN THE EXPENSE BASE ABOVE FOR FISCAL 22/23 AMOUNTED TO $3,643,068. IN-KIND MARKETING SERVICES RECEIVED IN FISCAL 22/23 AMOUNTED TO $111,076. OUR FUTURE IS BOUNDLESS: AS ANNOUNCED IN PRIOR YEARS, WE CONTINUE TO WORK ON OUR CAMPUS EXPANSION. OUR STRATEGIC MASTER PLAN WILL TRANSFORM THE STRAZ INTO A REMARKABLE NEW GATHERING PLACE ON THE RIVERWALK. WE ARE BRINGING IN AN ENHANCED AND EXPANDED RANGE OF PERFORMANCES AND EVENTS, INCLUDING MORE FREE OUTDOOR PROGRAMMING ALONG THE RIVERFRONT IN A WAY THAT IS WELCOMING AND ACCESSIBLE. PLANS FOR COMMENCEMENT OF CONSTRUCTION ARE EVOLVING AND ANTICIPATED TO BE ANNOUNCED OVER THE NEXT YEAR. OUR SUPPORTING ORGANIZATION, TAMPA BAY PERFORMING ARTS CENTER FOUNDATION, INC., IS FUNDRAISING FOR THIS PLAN THROUGH OUR BOUNDLESS CAMPAIGN WHICH INCLUDES TWO GOALS: (1) TO TRANSFORM OUR PHYSICAL SPACES THROUGH A MASTER PLAN THAT MAKES THE STRAZ AN EVEN MORE VIBRANT STAGE FOR WORLD-CLASS ARTS AND EDUCATIONS; AND (2) TO STRENGTHEN OUR FINANCIAL FOUNDATION BY GROWING OUR ENDOWMENT. THANK YOU TO ALL OUR COMMUNITY DONORS AND SUPPORTERS FOR CONTRIBUTING TO SUPPORT OUR STRAZ CENTER AND SETTING A PLATFORM FOR US TO BUILD A BIGGER, BRIGHTER, MORE ACCESSIBLE FUTURE. YOUR COMMITMENT TO OUR MISSION ALLOWS US TO BRING ARTS EDUCATION AND ENJOYMENT TO THE TAMPA BAY AREA. FORM 990, PART VI, SECTION A, LINE 1A PER THE CENTER BYLAWS, BETWEEN MEETINGS OF THE BOARD OF TRUSTEES ON-GOING OVERSIGHT OF THE AFFAIRS OF THE ORGANIZATION MAY BE CONDUCTED BY THE EXECUTIVE COMMITTEE, THE MEMBERSHIP OF WHICH SHALL CONSIST OF ALL ELECTED OFFICERS, THE IMMEDIATE PAST CHAIR, CHAIRPERSONS OF STANDING COMMITTEES AND ADDITIONAL TRUSTEES SELECTED BY THE CHAIR. FORM 990, PART VI, SECTION A, LINE 2 CHAIRMAN BILL WEST AND TREASURER STANLEY LEVY HAVE A BUSINESS RELATIONSHIP. CHAIRMAN BILL WEST AND TRUSTEE SANDY MACKINNON HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B BEFORE FORM 990 IS FILED, IT IS REVIEWED BY THE CENTER'S FINANCE AND AUDIT COMMITTEES AT A SCHEDULED MEETING WITH A HIGHLIGHTED REVIEW OF THE FORM SECTION BY SECTION BEING DONE WITH THE CONTROLLER, CAFO AND CEO, AS APPLICABLE. AFTER THE FINANCE AND AUDIT COMMITTEES HAVE REVIEWED THE FORM, THE COMMITTEES WILL PROVIDE: (1) A SUMMARY OF THE HIGHLIGHTED REVIEW OF THE FORM 990 SECTION BY SECTION, ALONG WITH (2) A FINAL DRAFT OF THE PERSPECTIVE FORM 990 FOR THE YEAR BEING FILED TO ALL BOARD MEMBERS WHO HAVE VOTING PRIVILEGES AND (3) A RECOMMENDATION FOR MOTION FOR APPROVAL FOR THE FORM 990 TO BE FILED AS BEING REPRESENTED IN FINAL DRAFT FORM. THIS IS DONE VIA A BOARD-DESIGNATED SECURED WEBSITE FOR WHICH PASSWORDS ARE GIVEN FOR PROTECTED ACCESS. BOARD MEMBERS HAVE THE OPPORTUNITY TO SEND IN QUESTIONS AND/OR THEIR RESPECTIVE APPROVALS. THE FINANCE AND AUDIT COMMITTEES WILL ACCEPT AND RESPOND TO ANY QUESTIONS RAISED BY BOARD MEMBERS. AS PART OF THE SUBMITTED FORM 990 PRESENTATION TO THE BOARD, THE FINANCE AND AUDIT COMMITTEES WILL ALSO, BASED ON THEIR REVIEW OF THE FORM, MAKE NECESSARY RECOMMENDATIONS TO THE BOARD REGARDING GOVERNANCE, POLICIES, DISCLOSURE, ETC. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND EXECUTIVE STAFF (CEO, CAFO, COO, CPMO, AND VICE PRESIDENTS, AS WELL AS ANY OTHER SENIOR KEY OR HIGHLY COMPENSATED EMPLOYEES) ON AN ANNUAL BASIS ARE REQUIRED TO: 1) READ THE CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY. 2) SIGN OFF ON ACKNOWLEDGMENT THAT THE POLICY HAS BEEN READ AND RECEIVED. 3) COMPLETE A CONFLICT-OF-INTEREST DISCLOSURE FORM. THE CAFO REVIEWS THE COMPLETED ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS. ANY CONCERNS ON CONFLICTS ARE RAISED TO THE CEO, CHIEF DEVELOPMENT OFFICER (STAFF LIAISON TO THE BOARD GOVERNANCE COMMITTEE) AND THE BOARD GOVERNANCE COMMITTEE, AS APPLICABLE. IF ANY BOARD MEMBER OR EXECUTIVE OR SENIOR STAFF DOES NOT COMPLETE THE RELATED ANNUAL FORMS, THE CHIEF DEVELOPMENT OFFICER OR CAFO WILL ADDRESS ACCORDINGLY. ANY CONFLICTS THAT RISE PERTAINING TO THE CAFO ARE TO BE ROUTED TO THE CEO, TREASURER AND AUDIT COMMITTEE CHAIR. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRMAN OF THE BOARD IN WORKING WITH THE HUMAN RESOURCES COMMITTEE (THE "COMMITTEE") HAS AUTHORITY TO NEGOTIATE THE CEO COMPENSATION WITH APPROVAL BY THE EXECUTIVE COMMITTEE AND RATIFICATION BY THE BOARD OF TRUSTEES. THE COMPENSATION OF THE CEO'S DIRECT REPORTS IS ESTABLISHED BY THE CEO AND REVIEWED WITH THE COMMITTEE ON BEHALF OF THE BOARD OF TRUSTEES. THE COMMITTEE MAY ENGAGE AN INDEPENDENT CONSULTING FIRM, WHO WILL WORK FOR THE COMMITTEE TO EVALUATE THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM AGAINST THE COMPETITIVE MARKET ON AN ANNUAL OR AS NEEDED BASIS. IN ADDITION, UTILIZATION OF ONLINE COMPENSATION MARKET TOOLS AND STUDIES ARE USED FOR ANALYSIS AND EVALUATION. THE EVALUATION IS INTENDED TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. FOLLOWING THIS REVIEW, THE COMMITTEE REVIEWS AND APPROVES, FOR SELECTED KEY EXECUTIVES, BASE SALARIES AND ANNUAL INCENTIVE OPPORTUNITY ADJUSTMENTS, AND OBJECTIVES AND GOALS FOR THE UPCOMING YEAR'S ANNUAL INCENTIVE PLAN. FOR CEO COMPENSATION, THE COMMITTEE MEETS INDEPENDENT OF THE CEO TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION AS PER TBPAC'S CEO JOB PERFORMANCE AND EVALUATION MODEL. DURING THESE DELIBERATIONS, THE COMMITTEE MAY CONSIDER INPUT FROM OTHER BOARD MEMBERS, STAFF, PROFESSIONAL ADVISORS, GRANT-RECIPIENTS, AND OTHER INFORMED COMMUNITY LEADERS. ONCE A CONSENSUS IS REACHED REGARDING PERFORMANCE, A SIMILAR DISCUSSION IS HELD CONCERNING COMPENSATION RELATIVE TO ANNUAL BENCHMARKS AND ESTABLISHED OBJECTIVES. THE COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATION, IN AN EXECUTIVE SESSION WITHOUT THE CEO PRESENT. THE COMMITTEE CHAIR AND/OR BOARD CHAIR (A MEMBER OF THE COMMITTEE) THEN MEETS WITH THE CEO, ANNUALLY, TO DISCUSS AND DOCUMENT BUSINESS STRENGTHS, OPPORTUNITIES, AND GOALS FOR THE UPCOMING YEAR. COMPENSATION FOR THE UPCOMING YEAR IS ALSO DISCUSSED AND DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE CENTER MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE CENTER'S CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ON THE CENTER'S WEBSITE AT WWW.STRAZCENTER.ORG/ABOUT-US/FINANCIALS/ FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 4,178. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR SELECTION OF THE INDEPENDENT CPA AND OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT. THE AUDIT COMMITTEE CHAIR WORKS WITH THE MANAGEMENT TEAM TO IDENTIFY POTENTIAL FIRMS. THE AUDIT CHAIR, CFO, AND FINANCE DIRECTORS INTERVIEW THE NOMINEE CPA FIRMS AND RECOMMENDS A FIRM TO THE AUDIT COMMITTEE FOR APPROVAL. THE AUDIT COMMITTEE MOTIONS FOR APPROVAL AND ADVISES THE EXECUTIVE COMMITTEE OF THE BOARD. THE AUDIT COMMITTEE HOLDS QUARTERLY EXECUTIVE SESSIONS WITH THE AUDITORS AND REVIEWS THE ANNUAL AUDIT PLAN, AUDITED FINANCIAL STATEMENTS, AND MANAGEMENT COMMUNICATIONS WITH THE EXTERNAL AUDITORS. BROADWAY GENESIS LLC 1010 N MACINNES PLACE TAMPA FL 33602 271862461 PRODUCTION MANAGEMENT FL 0 500 TAMPA BAY PERFORMING ARTS CENTER INC TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC 1010 N WC MACINNES PLACE TAMPA FL 33602 593524613 SUPPORT TAMPA BAY PERFORMING ARTS CENTER, INC. FL 501(C)(3) LINE 12B, II TAMPA BAY PERFORMING ARTS CENTER INC 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC C 3789601 FAIR MARKET VALUE TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC L 428239 FAIR MARKET VALUE TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC O 193384 FAIR MARKET VALUE TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC Q 145562 FAIR MARKET VALUE