2025-05-13T16:20:06-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD SUITE 101 TEMPE AZ 85284 990 2023-07-01 237169261 ARIZONA OPERA COMPANY ARIZ 6022667464 1636 N CENTRAL AVENUE PHOENIX AZ 85004 DAVID HEAP BOARD CHAIR 6022667464 2025-05-13 1 0 COLETTE KAMPS CPA P00367616 5208368201 2025-05-13 2023 2025-03-06 01:10:19Z DAVID HEAP 1636 N CENTRAL AVE PHOENIX AZ 85004 10405010 0 X WWW.AZOPERA.ORG X 1971 AZ ARIZONA OPERA ELEVATES THE TRANSFORMATIVE POWER OF STORYTELLING THROUGH MUSIC - CULTIVATING COMMUNITY AND STRENGTHENING A STATE AND PEOPLE AS ADVENTUROUS AND DIVERSE AS THE PLACE THEY CALL HOME. 29 29 485 31 0 0 4272177 4791605 1359894 1337000 156651 462950 -261304 58547 5527418 6650102 0 0 0 0 3872381 3812882 0 0 724755 5002692 4410788 8875073 8223670 -3347655 -1573568 17923049 16278411 3242453 1067051 14680596 15211360 X ARIZONA OPERA ELEVATES THE TRANSFORMATIVE POWER OF STORYTELLING THROUGH MUSIC - CULTIVATING COMMUNITY AND STRENGTHENING A STATE AND PEOPLE AS ADVENTUROUS AND DIVERSE AS THE PLACE THEY CALL HOME. 0 0 5744207 1487970 ARIZONA OPERA'S 2023/24 SEASON INCLUDED FOUR FULLY STAGED IN-THEATER PRODUCTIONS, AS WELL AS A NUMBER OF EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS THAT EXTENDED THROUGHOUT THE YEAR. THE FALL 2023 FEATURED FIVE PERFORMANCES OF GREGG KALLOR'S FRANKENSTEIN AS PART OF THE MCDOUGALL RED SERIES, PERFORMED AT THE HERBERGER THEATER CENTER IN PHOENIX AND THE TEMPLE OF MUSIC AND ART IN TUCSON. FROM JANUARY THROUGH APRIL 2024, ARIZONA OPERA PRESENTED THREE OPERAS IN ITS MAIN STAGE SERIES, PERFORMED AT SYMPHONY HALL IN PHOENIX AND THE LINDA RONSTADT MUSIC HALL IN TUCSON. THE THREE MAIN STAGE SERIES OFFERING WERE ROSSINI'S THE BARBER OF SEVILLE, GOUNOD'S ROMEO ET JULIETE , AND MOZART'S DON GIOVANNI. IN ADDITION TO IN-THEATER PRODUCTIONS, ARIZONA OPERA'S NEXTGEN INITIATIVE CONTINUED ITS FOCUS ON (CONTINUED ON SCHEDULE O) DEVELOPING THE NEXT GENERATION OF OPERA ARTISTS AND AUDIENCES, INCLUDING A ROBUST SCHEDULE OF K-12 EDUCATIONAL AND COMMUNITY PROGRAMS, AND TRAINING PROGRAMS FOR EMERGING PROFESSIONALS. THESE PROGRAMS INCLUDED OUR IN-SCHOOL ARLYN M. BREWSTER OPERATUNITY TOUR THAT REACHES OVER 30,000 CHILDREN PER YEAR ACROSS THE STATE AND OUR STUDENT PREVIEW PERFORMANCES IN THEATER; OUR ELITE TRAINING PROGRAMS FOR YOUNG SINGERS AND THEATER TECHNICIANS, INCLUDING THE MARION ROOSE PULLIN STUDIO AND THE PRODUCTION APPRENTICE PROGRAMS, WHICH GIVE SINGERS, PIANISTS, STAGE DIRECTORS, AND PRODUCTION TECHNICIANS THE PROFESSIONAL EXPERIENCE THEY NEED TO LAUNCH THEIR CAREERS; AND A WIDE VARIETY OF COMMUNITY ENGAGEMENT AND ADULT EDUCATION OPPORTUNITIES THAT ALLOW US TO SERVE OUR COMMUNITY IN THE MOST FULSOME WAY POSSIBLE, WHETHER ONE BRAND NEW TO OPERA, OR A LIFELONG FAN. IN THE 2023/24 SEASON, ARIZONA OPERA SERVED APPROXIMATELY 12,000 ARIZONANS THROUGH IN-THEATER PERFORMANCES; OVER 35,000 K-12 STUDENTS THROUGH OUR EDUCATION PROGRAMS; AND NEARLY 10,000 RESIDENTS THROUGH OUR COMMUNITY PROGRAMS. 5744207 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 90 0 485 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ARIZONA OPERA 6022667464 1636 N CENTRAL AVENUE PHOENIX AZ 85004 SUSAN ESCO CHANDLER DIRECTOR 2.00 X 0 0 0 JEAN S COOPER DIRECTOR 2.00 X 0 0 0 ANDREA CRANE DIRECTOR 2.00 X 0 0 0 RICHARD CREATH DIRECTOR 2.00 X 0 0 0 BARRY FINGERHUT DIRECTOR 2.00 X 0 0 0 NANCY FOSTER DIRECTOR 2.00 X 0 0 0 ROSIE GARCIA DIRECTOR 2.00 X 0 0 0 GARY GREENBAUM DIRECTOR 2.00 X 0 0 0 ANN HAND DIRECTOR 2.00 X 0 0 0 STEPHEN HARDY DIRECTOR 2.00 X 0 0 0 GARY JACKSON DIRECTOR 2.00 X 0 0 0 SHARON LANDIS DIRECTOR 2.00 X 0 0 0 MIRANDA LUMER DIRECTOR 2.00 X 0 0 0 JENNY AUGER MAW DIRECTOR 2.00 X 0 0 0 SHERRY MIDDLEMAS DIRECTOR 2.00 X 0 0 0 DR HERSCHEL ROSENZWEIG DIRECTOR 2.00 X 0 0 0 JEANNETTE J SEGEL DIRECTOR 2.00 X 0 0 0 COLONEL RET KIMBERLY SMITH DIRECTOR 2.00 X 0 0 0 LINDA STAUBITZ DIRECTOR 2.00 X 0 0 0 HEATHER M STRICKLAND DIRECTOR 2.00 X 0 0 0 JENNY HOLSMAN TETREAULT DIRECTOR 2.00 X 0 0 0 ROMA WITTCOFF DIRECTOR 2.00 X 0 0 0 DR JUDITH G WOLF DIRECTOR 2.00 X 0 0 0 DAVID HEAP CHAIR 2.00 X X 0 0 0 KIMBERLY J KAUFFMAN VICE CHAIR 2.00 X X 0 0 0 ERIK PETERSON VICE CHAIR 2.00 X X 0 0 0 SCOTT STALLARD TREASURER 2.00 X X 0 0 0 KAY MCDOUGALL SECRETARY 2.00 X X 0 0 0 DR STEPHEN MUNK IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 JOEPH SPECTER PRESIDENT & GENERAL DIRECTOR 45.00 X 296250 0 12112 JOANN SERRA DIRECTOR OF FINANCE, ADMINISTRATION AND HUMAN RESO 40.00 X 122396 0 8736 418646 0 20848 2 0 1 0 PLEXUS TECHNOLOGY SOLUTIONS 1423 S HIGLEY RD STE 120 MESA AZ 85206 IT SERVICE 101766 1 370370 121530 4299705 9623 4791605 TICKET SALES AND HANDLING FEES 711110 1230822 1230822 OTHER PROGRAM REVENUE 711110 84706 84706 EDUCATION INCOME 711110 21472 21472 1337000 61860 61860 1370 1370 0 918000 3107490 845112 2779288 72888 328202 401090 401090 28915 370370 129138 -100223 -100223 7800 0 7800 7800 EQUIPMENT RENTAL 900099 148251 148251 OTHER 900099 2719 2719 150970 6650102 1487970 0 370527 X 279239 55848 55848 167543 2773138 2234366 250461 288311 28445 28445 431978 197413 198703 35862 300082 250465 14177 35440 155523 155523 120628 120628 27575 27575 1003255 1000145 3110 372174 372174 140357 7975 129716 2666 134230 31104 103126 12124 12124 536852 476060 20264 40528 520944 471316 45717 3911 76018 76018 448391 414906 15270 18215 38562 38562 PRODUCTION MATERIALS 508866 508866 RECEPTIONS AND EVENTS 131844 131844 MISCELLANEOUS EXPENSES 113628 77847 35346 435 MEMBERSHIP DUES 64045 64045 5772 5772 8223670 5744207 1754708 724755 614457 288876 4724 154459 1022358 760323 205569 21022 5873820 3899197 4887575 1974623 5283 159592 3726078 3685855 7457005 9233661 17923049 16278411 544437 611879 422989 285667 1996250 1891 278777 167614 3242453 1067051 X 2113095 1775562 12567501 13435798 14680596 15211360 17923049 16278411 X -1573568 220353 1883979 X 0 1 X 1 0 X 5293838 4724527 10934024 4272177 4791605 30016171 5293838 4724527 10934024 4272177 4791605 30016171 12166007 17850164 4300 4084 30326 85779 63230 187719 5543 5543 232 3284 100076 748 150970 255310 30464743 4009919 0.58590 0.60570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4032345 7445023 2233769 918000 27575 12765562 3628682 76681 212640 92500 21842 4032345 2498247 1500200 -274802 76600 18363 3628682 1309058 902056 287133 2498247 1371573 -27615 34900 1309058 0.00040 0.99960 1 0 1697101 739745 957356 3100898 741729 2359169 1075821 2417723 -1341902 1974623 INVESTMENTS HELD AT AZ COMM FOUNDATION 3685855 F 3685855 BENEFICIAL INTEREST IN TRUSTS 9078804 OPERATING LEASE RIGHT OF USE ASSETS 154857 9233661 OPERATING LEASE LIABILITY 167614 167614 X 8746958 220353 1883979 2104332 6642626 27575 -20099 7476 6650102 8216194 20099 20099 8196095 27575 27575 8223670 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS CONSIST OF 1 DONOR-RESTRICTED ENDOWMENT FUND ESTABLISHED FOR A VARIETY OF PURPOSES TO SUPPORT THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT JUNE 30, 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST 1,883,979. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME -1,370. FUNDRAISING EVENT EXPENSES NETTED AGAINST INCOME -18,729. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED AGAINST INCOME 18,729. RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 1,370. GALA 274025 261625 12400 5165 10556 32565 4367 17322 PHOENIX HOLIDAY LUNCHEON 56350 49195 7155 13012 2 68910 59550 9360 46151 399285 370370 28915 5165 10556 32565 4367 76485 129138 -100223 X X X X X X 0 0 0 0 0 0 0 0 0 JOEPH SPECTER PRESIDENT & GENERAL DIRECTOR 296250 0 0 0 0 0 3325 0 8787 0 308362 0 0 0 PART I, LINE 3 THE PRESIDENT AND GENERAL DIRECTOR SETS THE SALARIES FOR ALL SENIOR STAFF MEMBERS. THE SALARY OF THE PRESIDENT AND GENERAL DIRECTOR OF THE ORGANIZATION IS COMPARED TO SIMILAR ORGANIZATIONS IN SIZE AS WELL AS OTHER INDEPENDENT DATA AND IS DETERMINED BY THE BOARD OF DIRECTORS. THE PRESIDENT AND GENERAL DIRECTOR AND THE ADMINISTRATION DO NOT PARTICIPATE IN THE REVIEW. THE BOARD REVIEWS COMPENSATION ON A REGULAR BASIS. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 BEFORE IT IS FILED. THE DIRECTOR OF FINANCE AND BAORD CHAIR REVIEW AND APPROVE A DRAFT OF THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTANTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND GENERAL DIRECTOR SETS THE SALARIES FOR ALL SENIOR STAFF MEMBERS. THE SALARY OF THE PRESIDENT AND GENERAL DIRECTOR OF THE ORGANIZATION IS COMPARED TO SIMILAR ORGANIZATIONS IN SIZE AS WELL AS OTHER INDEPENDENT DATA AND IS DETERMINED BY THE BOARD OF DIRECTORS. THE PRESIDENT AND GENERAL DIRECTOR AND THE ADMINISTRATION DO NOT PARTICIPATE IN THE REVIEW. THE BOARD REVIEWS COMPENSATION ON A REGULAR BASIS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AS WELL AS THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G SOLOIST/CONDUCTOR/DIRECTOR & OTHER FEES: PROGRAM SERVICE EXPENSES 933,133. MANAGEMENT AND GENERAL EXPENSES 3,110. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 936,243. MARKETING: PROGRAM SERVICE EXPENSES 67,012. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,012. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUSTS 1,883,979. SCHEDULE D, PART V, LINE B DURING THE YEAR ENDED JUNE 30, 2024, MANAGEMENT DETERMINED THAT THEY HAD NOT INCLUDED THEIR PROPORTIONATE SHARE OF THEIR BENEFICIAL INTEREST AS A REMAINDER BENEFICIARY OF A LIVING TRUST AND A CHARITABLE REMAINDER TRUST IN THE ENDOWMENT FUNDS. ACCORDINGLY, MANAGEMENT REPORTED THE JUNE 30, 2024 BALANCE OF THE BENEFICIAL INTEREST AS A REMAINDER BENEFICIARY OF THE LIVING TRUST AND THE CHARITABLE REMAINDER TRUST AS A CONTRIBUTION ON SCHEDULE D PART V; ENDOWMENT FUNDS, LINE B. 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