2022-05-13T18:45:27-05:00 2021-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2020-07-01 860367773 BALLET ARIZONA BALL 6023810184 2835 E WASHINGTON ST PHOENIX AZ 85034 SAMANTHA TURNER EXECUTIVE DIRECTOR 6023810184 2022-05-13 1 SAMANTHA TURNER 999009999 COLETTE KAMPS CPA P00367616 4808394900 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SAMANTHA TURNER 2835 E WASHINGTON ST PHOENIX AZ 85034 9544802 0 X BALLETAZ.ORG X 1986 AZ BALLET ARIZONA IS AN INNOVATIVE AND PROVOCATIVE PROFESSIONAL BALLET COMPANY THAT CREATES, PERFORMS, AND TEACHES OUTSTANDING CLASSICAL AND CONTEMPORARY BALLET. 19 19 194 117 0 0 4547007 4584025 3857731 1467479 180226 259319 56253 -55122 8641217 6255701 0 0 0 0 4237445 3670918 0 23500 639159 3580884 2084980 7818329 5779398 822888 476303 10824132 11465321 1344310 625264 9479822 10840057 BALLET ARIZONA IS AN INNOVATIVE AND PROVOCATIVE PROFESSIONAL BALLET COMPANY THAT CREATES, PERFORMS, AND TEACHES OUTSTANDING CLASSICAL AND CONTEMPORARY BALLET AND IS DEDICATED TO PRESERVING AND CELEBRATING CLASSICAL DANCE WHILE CREATING AND COMMISSIONING NEW INNOVATIVE WORKS. 0 0 2870826 602784 BALLET PERFORMANCES THAT CONTRIBUTE TO DEVELOPMENT AND MAINTENANCE OF A PROFESSIONALLY RECOGNIZED RESIDENT BALLET COMPANY. THE ORGANIZATION PRESENTED 45 PERFORMANCES WITH 72,129 ATTENDEES IN THE STATE OF ARIZONA DURING ITS REGULAR SEASON. 1179694 853554 THE SCHOOL OF BALLET ARIZONA IS THE ORGANIZATION'S OFFICIAL TRAINING INSTITUTE. OVER 400 STUDENTS AGES 4 AND UP PARTICIPATED IN BEGINNER THROUGH ADVANCED LEVEL PROGRAMS, INCLUDING PRE-PROFESSIONAL AND RECREATIONAL OFFERINGS. DURING THIS FISCAL YEAR, STUDENTS TOOK 3,900 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. 4050520 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 194 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 6023810184 2835 E WASHINGTON ST PHOENIX AZ 85034 DOUG BALL BOARD MEMBER 1.00 X 0 0 0 KRISTEN R BOILINI BOARD MEMBER 1.00 X 0 0 0 FLAVIA CAMPBELL BOARD MEMBER 1.00 X 0 0 0 STEVEN DOUGLASS BOARD MEMBER 1.00 X 0 0 0 JILL HEGARDT BOARD MEMBER 1.00 X 0 0 0 PAUL HOMMERT BOARD MEMBER 1.00 X 0 0 0 BARB KATZ BOARD MEMBER 1.00 X 0 0 0 STEPHANIE LANTZ BOARD MEMBER 1.00 X 0 0 0 MARY ANN LUCIANO BOARD MEMBER 1.00 X 0 0 0 JANET MELAMED BOARD MEMBER 1.00 X 0 0 0 MARY SEMMA BOARD MEMBER 1.00 X 0 0 0 CURTISS SMITH BOARD MEMBER 1.00 X 0 0 0 JIM SMITH BOARD MEMBER 1.00 X 0 0 0 JENNY HOLSMAN TETREAULT BOARD MEMBER 1.00 X 0 0 0 DARYL WEIL BOARD MEMBER 1.00 X 0 0 0 MIRANDA K LUMER CHAIR 4.00 X X 0 0 0 MIKE BOLAR VICE CHAIR 4.00 X X 0 0 0 SARAH KIST SECRETARY 4.00 X X 0 0 0 VAN WOLF TREASURER, FINANCE COMMITTEE CHAIR 4.00 X X 0 0 0 SAMANTHA TURNER EXECUTIVE DIRECTOR 40.00 X 150462 0 6918 IB ANDERSEN ARTISTIC DIRECTOR 40.00 X 235827 0 6918 MARIA SIMONETTI REHEARSAL & SCHOOL DIRECTOR 40.00 X 100993 0 6918 487282 0 20754 3 0 1 0 PHOENIX SYMPHONY ORCHESTRA 1 FIRST STREET SUITE 200 PHOENIX AZ 85012 MUSIC FOR PERFORMANCES 114840 1 231560 1066790 3285675 27427 4584025 BALLET SCHOOL TUITION 611600 853554 853554 TICKET SALES 711120 525116 525116 TICKET HANDLING FEES 711120 51080 51080 OTHER PROGRAM REVENUE 900099 37729 37729 1467479 289365 289365 3187351 3217397 -30046 -30046 -30046 12750 231560 56731 -43981 -43981 3832 14973 -11141 -11141 6255701 1456338 0 215338 413845 242745 171100 2397904 1847605 294377 255922 621655 401981 173849 45825 237514 152825 67562 17127 8208 8208 70663 70663 23500 23500 31383 31383 130293 2500 26731 101062 108522 1493 77492 29537 127675 52417 41031 34227 70484 70484 280975 223774 45235 11966 9078 6469 1944 665 6319 6319 385351 363119 12969 9263 46950 44241 1580 1129 PRODUCTION COST 545622 545622 PUBLICATION 113816 61244 13094 39478 BANK FEES 60310 30622 25729 3959 MISCELLANEOUS 52133 240 4950 46943 37198 3139 15503 18556 5779398 4050520 1089719 639159 658259 967199 893259 814835 872152 830205 889 36719 19240 49374 61691 7276281 3968025 3695933 3308256 4116014 5297588 485072 148068 17350 17350 10824132 11465321 280986 425679 633324 199585 430000 0 1344310 625264 X 3829384 4330110 5650438 6509947 9479822 10840057 10824132 11465321 476303 883932 0 X 0 1 X 1 0 X 3165343 2985686 2375548 4547007 4584025 17657609 3165343 2985686 2375548 4547007 4584025 17657609 2495910 15161699 24615 110787 207880 169352 289365 801999 18459608 19653024 0.82130 0.87570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4606871 1500 1142795 831061 31383 4888722 4670922 -32063 31888 4606871 4732822 12252 155124 198000 31276 4670922 4746867 102305 100000 16350 4732822 4126424 609014 11429 4746867 1.00000 0 0 3946617 1256689 2689928 3329664 2711336 618328 3308256 X 7169110 883932 25845 909777 6259333 31383 -35015 -3632 6255701 5808875 25845 35015 60860 5748015 31383 31383 5779398 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, 2021, 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 -35,015. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 35,015. X X 1 GOOD WORKS GRANT WRITING 328 E BRAEBURN DR PHOENIX AZ 85022 GRANT APPLICATIONS AND PROPOSALS 0 0 23500 0 23500 AZ GALA 244310 231560 12750 14293 6897 35541 244310 231560 12750 14293 6897 35541 56731 -43981 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 0 0 0 0 0 0 0 0 0 IB ANDERSEN ARTISTIC DIRECTOR 235827 0 0 0 0 0 0 0 6918 0 242745 0 0 0 SAMANTHA TURNER EXECUTIVE DIRECTOR 150462 0 0 0 0 0 0 0 6918 0 157380 0 0 0 X 5 22102 FAIR MARKET VALUE X SUPPLIES 3 5325 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN 1 OF PART I REPRESENTS THE NUMBER OF DONATIONS RECEIVED. 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 ARTISITIC DIRECTORS. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE COMPENSATION OF THE EXECUTIVE DIRECTOR, ARTISTIC DIRECTOR, AND DIRECTOR OF FINANCE ARE BASED UPON THE INDIVIDUALS 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.