2022-05-13T18:57:26-07:00 2021-06-30 814980146 Four Leaf Financial & Accounting PLLC 4727 E Bell Rd Suite 45 Box 253 Phoenix AZ 85032 990 2020-07-01 237169261 ARIZONA OPERA COMPANY ARIZ 6022667464 1636 N Central Avenue Phoenix AZ 85004 Joseph Specter President and General Director 6022667464 2022-05-13 1 Jennifer Dimeck P01610410 4804288640 2022-03-29 0 11 1 AAL2 2020 2022-09-23 18:48:47Z Joseph Specter 1636 N Central Ave Phoenix AZ 85004 5325898 0 X www.azopera.org X 1971 AZ Arizona Opera elevates the transformative power of storytelling through music (Cont on Sch O) 27 27 287 350 0 0 5293838 5115953 1439480 54585 -2 29564 9360 3014 6742676 5203116 0 0 0 0 3286235 2055158 132487 0 375912 3640088 2240367 7058810 4295525 -316134 907591 8418890 9811779 1692646 1802385 6726244 8009394 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. 1 1 2576124 0 13115 DIGITAL OFFERINGS - Arizona Opera reimagined its 2020/21 Season (i.e., FY2021), including digital offerings and outdoor, socially distanced concerts. By using the infinite possibilities of the virtual marketplace, AZO created multimedia projects that expanded the company's reach beyond traditional and in-person audiences. Many programs were so well received that they have continued in the 2021/22 Season (i.e., FY2022), and will be extended into the 2022/23 Season (i.e., FY2023). In terms of new digital offerings, for example, a new video series available on YouTube and Arizona Opera OnDemand is "LOUD! (Living Opera, Understanding Diversity)," a program designed to connect communities through discussions with diverse cross-sections of the community, showcasing arts and culture in the West, and highlighting stories that are focused on music and grounded in their sometimes-surprising connections to the world of opera. "UnMic'd" is another video series that premiered during the pandemic and that continues today, exploring the blurry edge that connects the world of opera to just about everything else. "Arizona Opera: Behind the Scenes! A Podcast" shares an all-access look at AZO. The Arizona Opera Book Club went virtual in FY2021 and due to participant feedback in Phoenix and Tucson, the club will stay virtual in 2022/23, making it more accessible to larger numbers of participants. These programs continue to be featured on Arizona Opera's streaming platform, Arizona Opera OnDemand, in addition to appearing in various content across Arizona Opera's social media platforms. In total, these concerts and their related content on social media have achieved approximately 18,228 views to date. During FY2021, youth programs were primarily offered in virtual settings, pivoting away from in-school performances during the time they were not possible due to the pandemic. Masterclasses with schools and musical storytimes were made available on Arizona Opera OnDemand on YouTube. Virtual masterclasses reached students across the country during the pandemic, from New York to California, and served homeschooled students as well. These offerings afforded the opportunity for engagement during the pandemic and creates opportunities for participation outside of Arizona. These programs continue to be featured on Arizona Opera's streaming platform, Arizona Opera OnDemand, in addition to appearing in various content across Arizona Opera's social media platforms. In total, these concerts and their related content on social media have achieved approximately 37,404 views to date. 76034 0 2678 "The Copper Queen" was originally slated to be performed in theatre, but was delayed due to the pandemic. Instead of canceling the production altogether, AZO chose to reimagine the show as the company's first film project, which was filmed during FY2021. "The Copper Queen" premiered on Harkins movie screens in both Phoenix and Tucson in fall 2021 for a weeklong+ run, in addition to streaming on Arizona Opera's online platform "Arizona Opera OnDemand," where it has reached approximately 1,000 views to date. "The Copper Queen" is not only AZO's first film project, but it is also the company's second world premiere commission, focusing on the Arizona story of the famously haunted Bisbee hotel of the same name. It is a wonderful introduction to opera for new audiences and seasoned opera-lovers alike and is continuing to extend international awareness of Arizona Opera's work through additional screenings at film festivals. 0 0 0 2652158 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 157 0 1 287 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 AZ X Joann Serra 6022667464 1636 N Central Avenue Phoenix AZ 85004 Joseph Specter President & General Director 40 0 X X 191667 0 0 Dr Stephen Munk Chair 2 0 X X 0 0 0 Erik Peterson Vice Chair 2 0 X X 0 0 0 Scott Stallard Treasurer 2 0 X X 0 0 0 Kay McDougall Secretary 2 0 X X 0 0 0 Sharon Landis Immediate Past Chair 2 0 X X 0 0 0 David J Bolger Director 2 0 X 0 0 0 Jean S Cooper Director 2 0 X 0 0 0 Andrea Crane Director 2 0 X 0 0 0 Barry Fingerhut Director 2 0 X 0 0 0 Nancy Foster Director 2 0 X 0 0 0 Nancy Foster Director 2 0 X 0 0 0 Karen Freun Director 2 0 X 0 0 0 Gary Greenbaum Director 2 0 X 0 0 0 David Heap Director 2 0 X 0 0 0 Jennifer Holsman Tetreault Director 2 0 X 0 0 0 Kimberly J Kauffman Director 2 0 X 0 0 0 Dr Jenny Auger Maw Director 2 0 X 0 0 0 Sherry Middlemas Director 2 0 X 0 0 0 Erik Peterson Director 2 0 X 0 0 0 Dr Herschel Rosenzweig Director 2 0 X 0 0 0 Jeannette Jung Segel Director 2 0 X 0 0 0 Dave Scoggins Director 2 0 X 0 0 0 Colonel Retired Kimberley Smith Director 2 0 X 0 0 0 Linda Staubitz Director 2 0 X 0 0 0 Heather Strickland Director 2 0 X 0 0 0 Shoshana Tancer Director 2 0 X 0 0 0 Roma Wittcoff Director 2 0 X 0 0 0 Judith G Wolf PhD Director 2 0 X 0 0 0 191667 0 0 1 0 1 0 0 0 0 17463 563889 4534601 17897 5115953 Ticket sales 711110 -80 -80 0 0 Handling fees 711110 38872 38872 0 0 Classes 711110 13115 13115 0 0 Festival 711110 2678 2678 0 0 0 0 0 0 54585 45 45 0 0 0 0 0 0 0 0 0 0 4039 0 0 0 4039 0 4039 0 0 4039 0 146642 0 117123 0 29519 29519 29519 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1350 5659 -4309 0 0 -4309 Miscellaneous Income 900099 3284 3284 0 0 0 0 0 0 3284 5203116 87433 0 -270 0 0 0 0 0 0 0 0 0 0 0 0 1689392 997756 414405 277231 4655 4655 0 0 229796 117882 81594 30320 131315 81127 27583 22605 1117 0 1117 0 163459 0 163459 0 28005 0 28005 0 0 0 0 0 0 0 15740 0 15740 0 144274 144274 0 0 222297 220897 1400 0 141693 21284 116864 3545 219466 162802 56664 0 280 280 0 0 337875 126338 211537 0 169597 159939 9363 295 0 0 0 0 0 0 0 0 2903 0 2903 0 0 0 0 0 433289 398407 20130 14752 41625 0 41625 0 Production Costs 64438 64438 0 0 Box Office Expenses 27911 27911 0 0 Receptions and other events 26913 0 0 26913 Other Expenses 22612 13540 8821 251 176873 110628 66245 0 4295525 2652158 1267455 375912 2191636 1976464 140699 289957 2253216 2314708 0 5 0 0 0 0 0 0 0 0 161203 180834 4776311 2710474 2503777 2065837 0 1168359 2207548 0 0 776424 0 2 8418890 9811779 402456 664190 0 0 862269 671579 36721 27416 0 391200 439200 1692646 1802385 X 2131132 2394849 4595112 5614545 6726244 8009394 8418890 9811779 X 907591 352442 17897 0 0 5220 X 0 1 X 1 0 X 5206907 7716884 7462458 5293838 4724527 30404614 2380323 2005605 1912272 1439480 55935 7793615 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7587230 9722489 9374730 6733318 4780462 38198229 2946167 4981420 1301090 2327747 1429562 12985986 2946167 4981420 1301090 2327747 1429562 12985986 25212243 29 47 6781 4300 4084 15241 29 47 6781 4300 4084 15241 112463 112463 4722 2941 0 232 3284 11179 7704444 9725477 9381511 6737850 4787830 38337112 0.65765 0.6696 0.00040 0.0003 X Schedule A, Part III, Line 12 MISCELLANEOUS INCOME: 2016 $4,722; 2017 $2,903; 2019 $232; 2020 $3,284 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1309058 902056 287133 0 0 0 2498247 1371573 0 -27615 0 34900 0 1309058 452296 951500 8158 0 40381 0 1371573 200261 251500 535 0 0 0 452296 200232 0 29 0 0 0 200261 0 1 0 0 0 0 0 0 0 0 0 0 0 1685181 583822 1101359 0 3091130 2126652 964478 0 0 0 0 2065837 2207548 F 0 2207548 0 Refundable Advance - Paycheck Protection Program 439200 439200 X 5568155 362882 17897 0 0 380779 5187376 15740 0 15740 5203116 4285005 0 0 0 5200 5200 4279805 15720 0 15720 4295525 Schedule D, Part V, Line 4 The current balance includes $200,000 which is restricted to education. The remaining balance is for a variety of purposes. Schedule D, Part X, Line 2 The Opera believes it has appropriate support for any income tax positions taken, and, as such, does not have any uncertain tax positions that are material to the financial statements. Schedule D, Part XII, Line 2d Write off of uncollectible pledges $5,200 X 0 0 0 0 0 0 0 0 0 Joseph Specter President & General Director 191667 0 0 0 0 0 0 0 0 0 191667 0 0 0 X 8 181143 SALE 0 0 1 0 Form 990, Part I, Line 1 cultivating community and strengthening a state and people as adventurous and diverse as the place they call home. Form 990, Part III, Line 2 During FY2021, as with all performing arts nonprofits, Arizona Opera experienced significant challenges related to the COVID-19 pandemic. As a result of the safety issues related to indoor programming, throughout FY2021, Arizona Opera produced an array of live, outdoor, socially distanced programs, as well as online digital programming, in order to continue fulfilling its mission. As of FY2022, Arizona Opera has resumed its traditional in-theater programming; however, the company has also retained a number of the digital programs that were launched during the pandemic. Form 990, Part III, Line 3 As with all performing arts nonprofits, Arizona Opera experienced significant challenges related to the COVID-19 pandemic. As a result of the safety issues related to indoor programming, throughout FY2021, Arizona Opera produced an array of live, outdoor, socially distanced programs, as well as online digital programming, in order to continue fulfilling its mission. As of FY2022, Arizona Opera has resumed its traditional in-theater programming; however, the company has also retained a number of the digital programs that were launched during the pandemic. Form 990, Part VI, Section A, Line 7a The Arizona Opera hosts three opera leagues - the Tucson League, Valley Friends, and Prescott Friends of Arizona Opera. As component parts of the opera organization, each league participates in a wide variety of fund-raising and friend-raising activities under the influence of local advisory boards. The presidents of these leagues serve as members of the opera's board of trustees. Form 990, Part VI, Section B, Line 11b Board members review the 990 before it is filed and released to the public. Form 990, Part VI, Section B, Line 12c The conflict of interest policy is updated annually by board members and employees. All board members and staff are required to sign the conflict of interest policy on an annual basis. Form 990, Part VI, Section B, Line 15 The board reviews compensation on a regular basis The salary of the general director and other officers of the organization are compared to similar organizations in size as well as other independent data. The general director and administration do not participate in the reviews. Form 990, Part VI, Section C, Line 19 Governing documents as well as conflict of interest policies and financial statements are not made available to the public. Form 990, Part XI, Line 9 Write off of uncollectible pledges $5,220 Copper Queen Productions LLC 1636 North Central Avenue Phoenix AZ 85004 237169261 produce and acquire intellectual property, film production, and artistic development AZ 0 -109119 Arizona Opera Company