2025-05-14T15:18:51-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2023-07-01 860367773 BALLET ARIZONA BALL 6023810184 2835 E WASHINGTON ST PHOENIX AZ 85034 JAMI KOZEMCZAK EXECUTIVE DIRECTOR 6023810184 2025-05-13 1 0 COLETTE KAMPS CPA P00367616 4808394900 2025-05-12 2023 2025-03-06 01:10:19Z JAMI KOZEMCZAK 2835 E WASHINGTON ST PHOENIX AZ 85034 11423236 0 X BALLETAZ.ORG X 1986 AZ TO IGNITE THE HUMAN SPIRIT THROUGH THE MAGIC OF DANCE. THE ORGANIZATION ACHIEVES THIS THROUGH 6 PROFESSIONAL PRODUCTIONS PERFORMED AT SYMPHONY HALL, THE ORPHEUM THEATRE AND DESERT BOTANICAL GARDEN; CLASSES HELD BY THE SCHOOL OF BALLET ARIZONA, AND FREE AND ACCESSIBLE COMMUNITY ENGAGEMENT PROGRAMS THROUGHOUT THE VALLEY ENSURING THAT THE BEAUTY OF THIS ART FORM IS AVAILABLE FOR ALL. 31 31 251 250 0 0 6881695 4316336 5517521 5381662 382261 634925 -59591 -160512 12721886 10172411 0 0 0 0 4969551 5580179 32080 23175 778836 4805982 5337205 9807613 10940559 2914273 -768148 19335570 19231112 965531 1033676 18370039 18197436 TO IGNITE THE HUMAN SPIRIT THROUGH THE MAGIC OF DANCE. BALLET ARIZONA'S VISION IS BALLET FOR EVERYONE. 0 0 6025115 4159967 BALLET PERFORMANCES THAT CONTRIBUTE TO THE DEVELOPMENT AND MAINTENANCE OF A PROFESSIONALLY RECOGNIZED RESIDENT BALLET COMPANY. THE ORGANIZATION PRESENTED ABOUT 77 PERFORMANCES WITH 70,434 ATTENDEES IN THE STATE OF ARIZONA DURING ITS REGULAR SEASON. 1436937 1189752 THE SCHOOL OF BALLET ARIZONA IS THE ORGANIZATION'S OFFICIAL TRAINING INSTITUTE. OVER 400 STUDENTS AGES FOUR AND OLDER PARTICIPATED IN BEGINNER THROUGH ADVANCED LEVEL PROGRAMS, INCLUDING PRE-PROFESSIONAL AND RECREATIONAL OFFERINGS. DURING THIS FISCAL YEAR, STUDENTS TOOK ABOUT 5,100 CLASSES OFFERED ALONGSIDE PROFESSIONAL DANCERS AND ARTISTIC STAFF OF BALLET ARIZONA. A RESOURCE OF COMMITTED AND INSPIRED TEACHERS GENERATED AN IMAGINATIVE, CREATIVE AND PRODUCTIVE RESPONSE. THE SCHOOL OF BALLET ARIZONA STUDENTS ARE ABLE TO SHARE THEIR LOVE OF DANCING IN COMMUNITY EVENTS THAT CONTRIBUTE TO THE INTRODUCTION OF THE ARTS TO YOUNG PEOPLE THROUGHOUT METROPOLITAN PHOENIX. 231036 90642 BALLET ARIZONA HAS SERVED ARIZONA COMMUNITIES BASED ON THE BELIEF THAT THE MAGIC OF A SINGLE PERFORMANCE CAN CHANGE LIVES. BALLET ARIZONA OFFERS A WIDE VARIETY OF COMMUNITY ENGAGEMENT PROGRAMS THAT SEEK TO EDUCATE COMMUNITIES ABOUT THIS TRANSFORMATIVE POWER OF DANCE. THROUGH OUR WORK WE STRIVE TO EMPOWER INDIVIDUALS TO ENGAGE MORE DEEPLY WITH THE ART FORM AND ELIMINATE THE BARRIERS TO PARTICIPATION THAT PREVENT PEOPLE FROM EXPERIENCING DANCE. BALLET ARIZONA OFFERS 15 PROGRAMS DURING ITS REGULAR SEASON INCLUDING FIELD TRIP OPPORTUNITIES, COMMUNITY PRESENTATIONS, AFTER SCHOOL RESIDENCIES, AND CREATIVE AGING PROGRAMS. 7693088 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 62 0 251 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X X THE ORGANIZATION 6023810184 2835 E WASHINGTON ST PHOENIX AZ 85034 CAREY ANTHONY BOARD MEMBER 1.00 X 0 0 0 DOUG BALL BOARD MEMBER 1.00 X 0 0 0 KRISTEN BOILINI BOARD MEMBER 1.00 X 0 0 0 ASHLEY CASE BOARD MEMBER 1.00 X 0 0 0 CARLA COHEN BOARD MEMBER 1.00 X 0 0 0 FREDERICK COREY BOARD MEMBER 1.00 X 0 0 0 STEVEN DOUGLASS BOARD MEMBER 1.00 X 0 0 0 HEBA FAYED NUSAIRAT BOARD MEMBER 1.00 X 0 0 0 STEPHEN HARDY BOARD MEMBER 1.00 X 0 0 0 ELENI HAUPTMAN BOARD MEMBER 1.00 X 0 0 0 CHRISTEL HAYS BOARD MEMBER 1.00 X 0 0 0 JENNIFER HOLSMAN TETREAULT BOARD MEMBER 1.00 X 0 0 0 KATHERINE HURD BOARD MEMBER 1.00 X 0 0 0 CAMILA IBARRA BOARD MEMBER 1.00 X 0 0 0 KAREN JURICHKO LOWELL BOARD MEMBER 1.00 X 0 0 0 BARBARA KATZ BOARD MEMBER 1.00 X 0 0 0 JOHN KINSER BOARD MEMBER 1.00 X 0 0 0 SARAH KIST BOARD MEMBER 1.00 X 0 0 0 MARY ANN LUCIANO BOARD MEMBER 1.00 X 0 0 0 KARA MONTALVO BOARD MEMBER 1.00 X 0 0 0 VERONICA MOORE BOARD MEMBER 1.00 X 0 0 0 TRACY OLSON BOARD MEMBER 1.00 X 0 0 0 KIMBERLY PALTZIK BOARD MEMBER 1.00 X 0 0 0 MAHES PRASAD BOARD MEMBER 1.00 X 0 0 0 MERLE ROSSKAM BOARD MEMBER 1.00 X 0 0 0 MACK SCHWING BOARD MEMBER 1.00 X 0 0 0 VAN WOLF BOARD MEMBER 1.00 X 0 0 0 MIKE BOLAR CHAIR 4.00 X X 0 0 0 CURTISS SMITH VICE CHAIR 4.00 X X 0 0 0 FLAVIA CAMPBELL SECRETARY 4.00 X X 0 0 0 PAUL HOMMERT TREASURER 4.00 X X 0 0 0 IB ANDERSEN ARTISTIC DIRECTOR 45.00 X 320830 0 8234 JAMI KOZEMCZAK EXECUTIVE DIRECTOR 45.00 X 175000 0 8234 MARIA SIMONETTI REHEARSAL & SCHOOL DIRECTO 40.00 X 111653 0 8234 607483 0 24702 3 0 1 0 CAPACITY INTERACTIVE 82 NASSAU ST PMB 60283 NEW YORK NY 10038 DIGITIAL MARKETING CONSULTANT 531209 PHOENIX SYMPHONY ORCHESTRA 1 FIRST STREET PHOENIX AZ 85012 MUSIC FOR PERFORMANCES 484615 SUN VALLEY SOLAR SOLUTIONS LLC 3225 N COLORADO ST CHANDLER AZ 85225 SOLAR PANELS INSTALLATION 150112 URIAS COMMUNICATIONS 5343 N 16TH ST STE 240 PHOENIX AZ 85016 ADVERTISING, MARKETING, PUBLIC RELATIONS 130340 4 499611 192311 3624414 13028 4316336 TICKET SALES 711120 3674585 3674585 BALLET SCHOOL TUITION 611600 1189752 1189752 TICKET HANDLING FEES 711120 426683 426683 OTHER PROGRAM REVENUE 900099 85092 85092 COMMUNITY ENGAGEMENT 900099 5550 5550 5381662 536610 536610 976153 877838 98315 98315 98315 36790 499611 259551 -222761 -222761 3550 0 3550 3550 172135 113436 58699 58699 10172411 5440361 0 415714 452298 279064 173234 3811633 3029152 446739 335742 879948 655924 159420 64604 436300 323256 81600 31444 28170 28170 126308 126308 23175 23175 41577 41577 419165 140688 236288 42189 704538 65101 630008 9429 166926 88387 36570 41969 354593 354593 427573 397472 19231 10870 94211 62575 30696 940 261212 243379 11303 6530 69402 64664 3003 1735 PRODUCTION COST 2065884 1904206 62483 99195 BANK FEES 259983 56898 190207 12878 PUBLICATION 200327 7901 144211 48215 MISCELLANEOUS 82234 15412 18647 48175 35102 4416 28940 1746 10940559 7693088 2468635 778836 1913469 313347 2056283 2093059 3258098 1741284 110057 108779 12709 17808 138652 96274 7761859 4830324 2871662 2931535 8856529 11883330 14225 0 103886 45696 19335570 19231112 410577 442219 456921 548307 98033 43150 965531 1033676 X 9759427 8458646 8610612 9738790 18370039 18197436 19335570 19231112 -768148 595545 0 X 0 1 X 1 0 X 4547007 4584025 9573325 6881695 4316336 29902388 4547007 4584025 9573325 6881695 4316336 29902388 6271531 23630857 169352 289365 337048 407633 536610 1740008 31642396 21195664 0.74680 0.74240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8115391 1356319 1071211 240000 41577 10261344 5231864 2537428 569945 189000 34846 8115391 4888722 1237717 -669392 189001 36182 5231864 4606871 1500 1142795 831061 31383 4888722 4670922 -32063 31888 4606871 0.16037 0.83963 0 0 3965034 1739008 2226026 3539613 3062458 477155 257212 28858 228354 2931535 OPERATING LEASE LIABILITIES 43150 43150 X 10905218 595545 136637 732182 10173036 41577 -42202 -625 10172411 11077821 136637 42202 178839 10898982 41577 41577 10940559 PART V, LINE 4: EARNINGS ON THE ENDOWMENT FUNDS ARE UNRESTRICTED AND ARE USED TO SUPPORT THE PROGRAMS OF THE ORGANIZATION, IN ACCORDANCE WITH THE ORGANIZATION'S ENDOWMENT SPENDING POLICY. PART X, LINE 2: THE BALLET 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 BALLET HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -42,202. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 42,202. X X 1 GOOD WORKS GRANT WRITING 328 E BRAEBURN DR PHOENIX AZ 85022 GRANT APPLICATIONS AND PROPOSALS 0 341833 23175 318658 341833 23175 318658 AZ GALA 497664 466054 31610 8550 78680 110797 FASHION & FIZZ 38737 33557 5180 7871 53653 536401 499611 36790 8550 86551 164450 259551 -222761 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION UTILIZED THE SERVICES OF A PROFESSIONAL GRANT WRITER TO ASSIST WITH GRANT APPLICAITONS AND PROPOSALS. X X X X 0 0 0 0 0 0 0 0 0 IB ANDERSEN ARTISTIC DIRECTOR 320830 0 0 0 0 0 0 0 8234 0 329064 0 0 0 JAMI KOZEMCZAK EXECUTIVE DIRECTOR 175000 0 0 0 0 0 0 0 8234 0 183234 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THE RETURN FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE CONFLICTED BOARD MEMBER RECUSES HIM/HERSELF FROM THESE DISCUSSIONS. IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND ARTISTIC DIRECTORS. THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR ARE BASED UPON THE INDIVIDUAL'S BACKGROUND, SKILLS, EXPERIENCE AND COMPARABILITY DATA. THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR BOTH HAVE EMPLOYMENT CONTRACTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.