THE PHOENIX THEATRE COMPANY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: THE PHOENIX THEATRE COMPANY (EIN 86-0108839)
Tax period: 2023-09-01 to 2024-08-31
Filed: 2025-07-10
IRS object ID: 202501919349300035
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-07-10T12:56:56-05:00	ReturnTs
Tax Period End	2024-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY ADVISORY GROUP LP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2055 E WARNER ROAD SUITE 101	AddressLine1Txt
City	TEMPE	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85284	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	860108839	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE PHOENIX THEATRE	BusinessNameLine1Txt
Business Name Line2	COMPANY AND SUBSIDIARY	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	PHOE	BusinessNameControlTxt
Phone	6022581974	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1825 N CENTRAL AVENUE	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85004	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MATT SCHAEFER	PersonNm
Person Title	MANAGING DIRECTOR	PersonTitleTxt
Phone	6022542151	PhoneNum
Signature	2025-07-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	COLETTE KAMPS CPA	PreparerPersonNm
PTIN	P00367616	PTIN
Phone	4808394900	PhoneNum
Preparation	2025-07-09	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	VINCENT VANVLEET	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1825 N CENTRAL AVENUE	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85004	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$13,295,214	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.PHOENIXTHEATRE.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1946	FormationYr
Legal Domicile State	AZ	LegalDomicileStateCd
Activity Or Mission	PHOENIX THEATRE CREATES EXCEPTIONAL THEATRICAL EXPERIENCES TO (CONTINUED ON SCHEDULE O) ARTICULATE MESSAGES THAT INSPIRE HOPE AND UNDERSTANDING.	ActivityOrMissionDesc
Voting Members Governing Body	28	VotingMembersGoverningBodyCnt
Voting Members Independent	28	VotingMembersIndependentCnt
Total Employee	535	TotalEmployeeCnt
Total Volunteers	400	TotalVolunteersCnt
Total Gross UBI	-$258,768	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$17,749,077	PYContributionsGrantsAmt
CY Contributions Grants	$4,213,588	CYContributionsGrantsAmt
PY Program Service Revenue	$6,561,231	PYProgramServiceRevenueAmt
CY Program Service Revenue	$7,933,821	CYProgramServiceRevenueAmt
PY Investment Income	$305,399	PYInvestmentIncomeAmt
CY Investment Income	$831,915	CYInvestmentIncomeAmt
PY Other Revenue	$17,342	PYOtherRevenueAmt
CY Other Revenue	-$630,292	CYOtherRevenueAmt
PY Total Revenue	$24,633,049	PYTotalRevenueAmt
CY Total Revenue	$12,349,032	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$4,705,355	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,559,540	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$120,021	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$58,220	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$855,347	CYTotalFundraisingExpenseAmt
PY Other Expenses	$7,554,544	PYOtherExpensesAmt
CY Other Expenses	$8,864,205	CYOtherExpensesAmt
PY Total Expenses	$12,379,920	PYTotalExpensesAmt
CY Total Expenses	$14,481,965	CYTotalExpensesAmt
PY Revenues Less Expenses	$12,253,129	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,132,933	CYRevenuesLessExpensesAmt
Total Assets BOY	$49,964,799	TotalAssetsBOYAmt
Total Assets EOY	$49,709,694	TotalAssetsEOYAmt
Total Liabilities BOY	$12,613,128	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$14,437,063	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$37,351,671	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$35,272,631	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	PHOENIX THEATRE CREATES EXCEPTIONAL THEATRICAL EXPERIENCES TO ARTICULATE MESSAGES THAT INSPIRE HOPE AND UNDERSTANDING.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$11,217,947	ExpenseAmt
Revenue	$7,449,663	RevenueAmt
Desc	PERFORMANCE PROGRAMING: WE VALUE THEATRE AS A PLACE WHERE PEOPLE CAN BE WHERE ANYONE CAN GO POPULAR, GEEKY, BROKEN DOWN OR AFFLUENT - AND BE WELCOMED. THEATRE LIVES WHERE WE WISH THE WHOLE WORLD LIVED. BY INSPIRING EMPATHY AND THE ABILITY TO SEE THINGS FROM ANOTHER'S POINT OFVIEW, WE ENCOURAGE QUALITIES THAT LEAD TO VISIONARY LEADERSHIP AND BUILD COMMUNITIES IN WHICH WE ARE PROUD TO WORK AND LIVE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$263,092	ExpenseAmt
Revenue	$244,412	RevenueAmt
Desc	EDUCATION: PHOENIX THEATRE BELIEVES THE ARTS ARE ESSENTIAL BECAUSE THEY BUILD COMMUNITIES IN WHICH WE ARE PROUD TO WORK AND LIVE. FOSTER THE HERO WITHIN, CREATE GREATER UNDERSTANDING OF CULTURAL AND POLITICAL DIFFERENCES AND, IN AN ERA OF SIMULATED VIRTUAL GATHERINGS, CONTINUE TO PROVIDE A FORUM IN WHICH THE COMMUNITY FROM ALL WALKS OF LIFE CAN GATHER, LIVE AND IN-PERSON. PHOENIX THEATRE BELIEVES THE PROCESS OF CREATING THEATRICAL EXPERIENCES IS JUST AS IMPORTANT AS THE EXPERIENCE ITSELF. PHOENIX THEATRE STRIVES TO PRODUCE THE NEXT GENERATION OF PEOPLE WHO PRODUCE THEATRICAL EXPERIENCES. PHOENIX THEATRE CREATED A COMMUNITY OF ARTISTS - FROM THE ACTOR TO THE PROP DESIGNER; FROM THE MUSICIAN TO THE SET BUILDER, AND SO ON. PHOENIX THEATRE IS A PLACE WHERE THESE ARTISTS LIVE, CREATE, AND LEARN. THROUGH MENTORSHIP, APPRENTICESHIP PROGRAMS, AND PARTNERING WITH ASU, PHOENIX THEATRE DEVELOPS MUCH NEEDED PROGRAMS TO EDUCATE AND TRAIN THOSE WHO MAKE EXCEPTIONAL THEATRICAL EXPERIENCES POSSIBLE.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$11,481,039	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	99	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	535	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	28	GoverningBodyVotingMembersCnt
Independent Voting Member	28	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE PHOENIX THEATRE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6022581974	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1825 N CENTRAL AVENUE	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85004	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JIM MANLEY
PRESIDENT	2.00	Yes (X)	Yes (X)	$0	$0	$0
CY BROWN
VICE PRESIDENT	2.00	Yes (X)	Yes (X)	$0	$0	$0
KIM LLUMIQUINGA
SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
GARY GEPHART
TREASURER	2.00	Yes (X)	Yes (X)	$0	$0	$0
ERICA BRINKER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
ELENA CANEZ
DIRECTOR	2.00	Yes (X)		$0	$0	$0
LINDSAY CULLUM-COLWELL
DIRECTOR	2.00	Yes (X)		$0	$0	$0
MEGHAN COX
DIRECTOR	2.00	Yes (X)		$0	$0	$0
ANGELA DEROSA
DIRECTOR	2.00	Yes (X)		$0	$0	$0
JEFF GARDNER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
MICHAEL GIAVANTI
DIRECTOR	2.00	Yes (X)		$0	$0	$0
MOLLY GREENE
DIRECTOR	2.00	Yes (X)		$0	$0	$0
BRIAN GUZMAN
DIRECTOR	2.00	Yes (X)		$0	$0	$0
CHELSEA HESLA
DIRECTOR	2.00	Yes (X)		$0	$0	$0
BRIAN JOHNSON
DIRECTOR	2.00	Yes (X)		$0	$0	$0
CHRIS NATALE
DIRECTOR	2.00	Yes (X)		$0	$0	$0
DONNY PEPER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
DIANE PETERSON
DIRECTOR	2.00	Yes (X)		$0	$0	$0
RYAN PONT
DIRECTOR	2.00	Yes (X)		$0	$0	$0
GREG SAETRUM
DIRECTOR	2.00	Yes (X)		$0	$0	$0
JEANIE SHORT
DIRECTOR	2.00	Yes (X)		$0	$0	$0
BETH SILHASEK
DIRECTOR	2.00	Yes (X)		$0	$0	$0
KELLI TONKI
DIRECTOR	2.00	Yes (X)		$0	$0	$0
JANET RICHTER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
SUKRITI UPPAL
DIRECTOR	2.00	Yes (X)		$0	$0	$0
WENDY VALENZUELA
DIRECTOR	2.00	Yes (X)		$0	$0	$0
SARAH ROSE WEBBER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
MISCHELLE WHITE
DIRECTOR	2.00	Yes (X)		$0	$0	$0
MICHAEL BARNARD
PRODUCING ARTISTIC DIRECTOR	40.00		Yes (X)	$279,998	$0	$9,525
VINCENT VANVLEET
EXECUTIVE DIRECTOR	40.00		Yes (X)	$264,681	$0	$9,449
MARISA FAITH BUTLER
DIRECTOR OF DEVELOPMENT	40.00			$128,003	$0	$5,271	Yes (X)
MATTHEW SCHAEFER
MANAGING DIRECTOR	40.00			$151,674	$0	$9,178	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$824,356	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$33,423	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	4	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CHANEN CONSTRUCTION
3352 E CAMELBACK RD	PHOENIX	AZ	85018	CONSTRUCTION	$5,365,366
CLEARWING SYSTEMS INTEGRATION
11101 W MITCHELL ST	MILWAUKEE	WI	53214	INSTALLATION OF THE SOUND AND LIGHTING S	$670,173
RSP ARCHITECTS
PO BOX 860682	MINNEAPOLIS	MN	55486	ARCHITECT	$387,796
PFOCUS
1425 N 1ST STREET SUITE 101	PHOENIX	AZ	85004	CONSULTANT	$233,800
GHOST LIGHT GLOBAL
25-04 33RD AVE 3C ASTORIA	NEW YORK	NY	11106	TOUR/TRAVELING	$193,937

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	11	CntrctRcvdGreaterThan100KCnt
Fundraising	$763,669	FundraisingAmt
Government Grants	$64,500	GovernmentGrantsAmt
All Other Contributions	$3,385,419	AllOtherContributionsAmt
Noncash Contributions	$17,500	NoncashContributionsAmt
Total Contributions	$4,213,588	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PERFORMANCE PROGRAMING	711110	$7,708,249	$7,708,249
CAMP REVENUE	711110	$225,572	$225,572

Field	Value	IRS element (for citing)
Total Program Service Revenue	$7,933,821	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$831,663	TotalRevenueColumnAmt
Exclusion	$831,663	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$234,529	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$752,066	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$517,537	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$517,537	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$258,769	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$258,768	UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$252	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	$252	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$252	TotalRevenueColumnAmt
Related Or Exempt Func Income	$252	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$62,590	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$763,669	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$194,116	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$131,526	TotalRevenueColumnAmt
Exclusion	-$131,526	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$18,771	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$18,771	TotalRevenueColumnAmt
Related Or Exempt Func Income	$18,771	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,349,032	TotalRevenueColumnAmt
Related Or Exempt Func Income	$7,694,075	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$258,768	UnrelatedBusinessRevenueAmt
Exclusion	$700,137	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$533,672	TotalAmt
Program Services	$160,102	ProgramServicesAmt
Management And General	$186,785	ManagementAndGeneralAmt
Fundraising	$186,785	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$4,197,835	TotalAmt
Program Services	$2,907,804	ProgramServicesAmt
Management And General	$1,071,682	ManagementAndGeneralAmt
Fundraising	$218,349	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$64,808	TotalAmt
Program Services	$48,315	ProgramServicesAmt
Management And General	$15,664	ManagementAndGeneralAmt
Fundraising	$829	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$164,979	TotalAmt
Program Services	$109,249	ProgramServicesAmt
Management And General	$43,216	ManagementAndGeneralAmt
Fundraising	$12,514	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$598,246	TotalAmt
Program Services	$388,346	ProgramServicesAmt
Management And General	$158,609	ManagementAndGeneralAmt
Fundraising	$51,291	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$33,349	TotalAmt
Management And General	$33,349	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$58,220	TotalAmt
Fundraising	$58,220	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$266,786	TotalAmt
Program Services	$174,318	ProgramServicesAmt
Management And General	$92,468	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,331,099	TotalAmt
Program Services	$1,326,019	ProgramServicesAmt
Management And General	$5,080	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$30,073	TotalAmt
Program Services	$16,888	ProgramServicesAmt
Management And General	$13,185	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$482,781	TotalAmt
Program Services	$304,311	ProgramServicesAmt
Management And General	$85,069	ManagementAndGeneralAmt
Fundraising	$93,401	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$532,209	TotalAmt
Program Services	$532,209	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$343,693	TotalAmt
Program Services	$212,426	ProgramServicesAmt
Management And General	$87,511	ManagementAndGeneralAmt
Fundraising	$43,756	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$341,961	TotalAmt
Program Services	$327,845	ProgramServicesAmt
Management And General	$14,116	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$10,136	TotalAmt
Program Services	$10,136	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$469,683	TotalAmt
Program Services	$399,231	ProgramServicesAmt
Management And General	$46,968	ManagementAndGeneralAmt
Fundraising	$23,484	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$283,783	TotalAmt
Program Services	$184,215	ProgramServicesAmt
Management And General	$75,237	ManagementAndGeneralAmt
Fundraising	$24,331	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
PRODUCTION CONTRACTORS	$2,634,991	$2,634,991
PRODUCTION MATERIAL	$487,789	$487,789
FOOD AND BEVERAGE	$451,624	$451,624
LOSS ON WRITE-OFF OF PR	$350,000	$350,000

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$814,248	TotalAmt
Program Services	$455,221	ProgramServicesAmt
Management And General	$216,640	ManagementAndGeneralAmt
Fundraising	$142,387	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$14,481,965	TotalAmt
Program Services	$11,481,039	ProgramServicesAmt
Management And General	$2,145,579	ManagementAndGeneralAmt
Fundraising	$855,347	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$20,335,613	BOYAmt
EOY	$309,875	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
EOY	$13,183,646	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,807,522	BOYAmt
EOY	$1,122,586	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$60,353	BOYAmt
EOY	$60,353	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$342,787	BOYAmt
EOY	$356,853	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$25,692,762	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,534,358	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$13,743,319	BOYAmt
EOY	$22,158,404	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$73,127	BOYAmt
EOY	$73,127	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$12,602,078	BOYAmt
EOY	$12,444,850	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$49,964,799	BOYAmt
EOY	$49,709,694	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$702,039	BOYAmt
EOY	$2,266,876	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$2,265,190	BOYAmt
EOY	$2,752,964	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$7,645,899	BOYAmt
EOY	$7,441,391	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$2,000,000	BOYAmt
EOY	$1,975,832	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$12,613,128	BOYAmt
EOY	$14,437,063	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$16,377,699	BOYAmt
EOY	$14,797,173	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$20,973,972	BOYAmt
EOY	$20,475,458	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$37,351,671	BOYAmt
EOY	$35,272,631	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$49,964,799	BOYAmt
EOY	$49,709,694	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$2,132,933	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$53,893	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,027,911	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,465,557	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,800,372	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,749,077	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,213,588	CurrentTaxYearAmt
Total	$45,256,505	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,436,039	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,228,968	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,167,599	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,643,423	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,952,591	CurrentTaxYearAmt
Total	$26,428,620	TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$191,150	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$424,613	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$418,295	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$412,493	CurrentTaxYearMinus1YearAmt
Current Tax Year	$428,513	CurrentTaxYearAmt
Total	$1,875,064	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,655,100	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,119,138	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$17,386,266	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$24,804,993	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,594,692	CurrentTaxYearAmt
Total	$73,560,189	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$93,375	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$195,272	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,625,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,363,548	CurrentTaxYearAmt
Total	$6,277,195	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$93,375	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$195,272	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,625,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,363,548	CurrentTaxYearAmt
Total	$6,277,195	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$67,282,994	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$17,444	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$69,516	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$199,891	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$404,774	CurrentTaxYearMinus1YearAmt
Current Tax Year	$948,928	CurrentTaxYearAmt
Total	$1,640,553	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$17,444	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$69,516	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$199,891	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$404,774	CurrentTaxYearMinus1YearAmt
Current Tax Year	$948,928	CurrentTaxYearAmt
Total	$1,640,553	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$15,653	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,319	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,495	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$35,684	CurrentTaxYearMinus1YearAmt
Current Tax Year	$18,771	CurrentTaxYearAmt
Total	$108,922	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,688,197	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,191,973	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$17,621,652	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$25,245,451	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,562,391	CurrentTaxYearAmt
Total	$75,309,664	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.89340	PublicSupportCY509Pct
Public Support PY509	0.91350	PublicSupportPY509Pct
Investment Income CY	0.02180	InvestmentIncomeCYPct
Investment Income PY	0.01110	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,056,803	OtherCostOrOtherBasisAmt
Depreciation	$877,751	DepreciationAmt
Book Value	$9,179,052	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,713,828	OtherCostOrOtherBasisAmt
Depreciation	$1,146,621	DepreciationAmt
Book Value	$12,567,207	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,488,394	OtherCostOrOtherBasisAmt
Depreciation	$1,304,273	DepreciationAmt
Book Value	$184,121	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$433,737	OtherCostOrOtherBasisAmt
Depreciation	$205,713	DepreciationAmt
Book Value	$228,024	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$22,158,404	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
DONATED UTILITY RECEIVABLE	$1,342,427
IN-KIND RENT RECEIVABLE	$10,724,216
INTEREST IN PERPETUAL TRUST	$378,207

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$12,444,850	TotalBookValueOtherAssetsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$13,689,788	TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts	$432,013	DonatedServicesAndUseFcltsAmt
Other Revenue	$53,893	OtherRevenueAmt
Revenue Not Reported	$485,906	RevenueNotReportedAmt
Revenue Subtotal	$13,203,882	RevenueSubtotalAmt
Other Revenues Not Included	-$854,850	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$854,850	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$12,349,032	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$15,768,828	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$432,013	DonatedServicesUseFcltsAmt
Other Expenses Included	$854,850	OtherExpensesIncludedAmt
Expenses Not Reported	$1,286,863	ExpensesNotReportedAmt
Expenses Subtotal	$14,481,965	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$14,481,965	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	THE THEATRE RECOGNIZES UNCERTAIN TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT AUGUST 31, 2024, THE THEATRE HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF PERPETUAL TRUST
PART XI, LINE 4B - OTHER ADJUSTMENTS:	SPECIAL EVENT EXPENSES RENTAL EXPENSES
PART XII, LINE 2D - OTHER ADJUSTMENTS:	SPECIAL EVENT EXPENSES RENTAL EXPENSES

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	0	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AMELIORATE LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1919 W VIRGINIA AVE	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85009	ZIPCd

Field	Value	IRS element (for citing)
Activity	FUNDRAISING CONSULTING	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$150,000	GrossReceiptsAmt
Retained By Contractor	$42,000	RetainedByContractorAmt
Net To Organization	$108,000	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$150,000	TotalGrossReceiptsAmt
Total Retained By Contractors	$42,000	TotalRetainedByContractorsAmt
Total Net To Organization	$108,000	TotalNetToOrganizationAmt
Licensed States	AZ	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GALA	Event1Nm
Gross Receipts Event1	$826,259	GrossReceiptsEvent1Amt
Charitable Contri Event1	$763,669	CharitableContriEvent1Amt
Gross Revenue Event1	$62,590	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$17,500	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$19,080	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$29,233	FoodAndBeverageEvent1Amt
Entertainment Event1	$15,950	EntertainmentEvent1Amt
Other Direct Expenses Event1	$112,353	OtherDirectExpensesEvent1Amt
Event2	PROM	Event2Nm
Gross Receipts Total	$826,259	GrossReceiptsTotalAmt
Charitable Contributions Tot	$763,669	CharitableContributionsTotAmt
Gross Revenue Total Events	$62,590	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$17,500	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$19,080	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$29,233	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$15,950	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$112,353	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$194,116	DirectExpenseSummaryEventsAmt
Net Income Summary	-$131,526	NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL BARNARD
PRODUCING ARTISTIC DIRECTOR	$254,498	$0	$25,500	$0	$0	$0	$9,023	$0	$502	$0	$289,523	$0	$0	$0
VINCENT VANVLEET
EXECUTIVE DIRECTOR	$240,181	$0	$24,500	$0	$0	$0	$8,480	$0	$969	$0	$274,130	$0	$0	$0
MATTHEW SCHAEFER
MANAGING DIRECTOR	$151,674	$0	$0	$0	$0	$0	$5,381	$0	$3,797	$0	$160,852	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3	FormAndLineReferenceDesc
Explanation	THE EXECUTIVE COMMITTEE SETS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND PRODUCING ARTISTIC DIRECTOR USING THE THEATRE COMMUNICATION GROUP'S NATIONAL SALARY SURVEY ALONG WITH LOCAL NONPROFIT COMPENSATION INFORMATION AND PERFORMANCE EVALUATION. THIS COMPENSATION IS SUBSEQUENTLY APPROVED BY THE BOARD OF DIRECTORS. THIS PROCESS LAST OCCURRED IN 2021 AS PART OF A 5 YEAR EMPLOYMENT AGREEMENT WITH THE EXECUTIVE DIRECTOR AND A 3 YEAR EMPLOYMENT AGREEMENT WITH THE PRODUCING ARTISTIC DIRECTOR AND WILL BE REVISITED IN 2025. THIS SAME PROCESS WOULD BE USED FOR THE OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IF THERE WERE ANY THAT WERE COMPENSATED. THE COMPENSATION DECISIONS ARE DOCUMENTED IN THE EMPLOYEE'S PERSONNEL FILE.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1A	THE BOARD OF DIRECTORS MAY ELECT AN EXECUTIVE COMMITTEE CONSISTING OF ALL OFFICERS WHO ARE DIRECTORS, THE CHAIRPERSON OF EACH COMMITTEE CREATED BY THE BOARD AND SUCH OTHER DIRECTORS AS MAY BE ELECTED BY THE BOARD OF DIRECTORS. MEMBERS OF THE EXECUTIVE COMMITTEE SHALL SERVE AT THE PLEASURE OF, AND MAY BE REMOVED WITH OR WITHOUT CAUSE AT ANY TIME BY, THE BOARD OF DIRECTORS. IF A VACANCY OCCURS ON THE EXECUTIVE COMMITTEE, THE VACANCY MAY BE FILLED ONLY BY A VOTE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, BUT SHALL NOT POSSESS ANY AUTHORITY OF THE BOARD OF DIRECTORS PROHIBITED TO IT BY LAW AND MAY NOT (A) FILL ANY VACANCY ON THE BOARD OF DIRECTORS, (B) APPROVE DISSOLUTION, MERGER OR THE SALE, PLEDGE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS, (C) ADOPT, AMEND OR REPEAL THE CORPORATION'S ARTICLES OF INCORPORATION OR THESE BYLAWS; (D) ADOPT OR APPROVE THE CORPORATION'S ANNUAL BUDGET OR ANNUAL AUDIT; OR (E) APPOINT OR REMOVE THE ARTISTIC DIRECTOR OR MANAGING DIRECTOR. THE BOARD OF DIRECTORS MAY, BY RESOLUTION, FURTHER RESTRICT THE POWER AND AUTHORITY OF THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION A, LINE 2	THE EXECUTIVE DIRECTOR AND PRODUCING ARTISTIC DIRECTOR HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. THE BOARD RECEIVES A COPY OF THE RETURN AFTER FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	EVERY MEMBER OF THE BOARD OR IMMEDIATE FAMILY OF A BOARD MEMBER WHO IS A STAFF MEMBER, OFFICER, BOARD MEMBER, OR COMMITTEE MEMBER OF A CLIENT ORGANIZATION OR VENDOR OF THE PHOENIX THEATRE COMPANY SHALL DISCLOSE THEIR AFFILIATION. ANY PERSONS WITH A CONFLICT SHALL NOT PARTICIPATE IN THE DISCUSSION OR DECISION AFFECTING THAT AGENCY. THE CONFLICT OF INTEREST FORM MUST BE COMPLETED EACH YEAR AND ANY CONFLICTS ARE REVIEWED BY THE BOARD EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE, LED BY THE BOARD PRESIDENT, REVIEWS ALL NEW POTENTIAL SOURCES OF CONFLICT OF INTEREST AND ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE COMMITTEE AS NECESSARY IN THEIR MONTHLY MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMMITTEE SETS THE COMPENSATION FOR THE MANAGING DIRECTOR AND PRODUCING ARTISTIC DIRECTOR USING THE THEATRE COMMUNICATION GROUP'S NATIONAL SALARY SURVEY ALONG WITH LOCAL NONPROFIT COMPENSATION INFORMATION AND PERFORMANCE EVALUATION. THIS COMPENSATION IS SUBSEQUENTLY APPROVED BY THE BOARD OF DIRECTORS. THIS PROCESS LAST OCCURRED IN 2021 AS PART OF A 5 YEAR EMPLOYMENT AGREEMENT WITH THE MANAGING DIRECTOR AND THE PRODUCING ARTISTIC DIRECTOR AND WILL BE REVISITED IN 2025. THIS SAME PROCESS WOULD BE USED FOR THE OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IF THERE WERE ANY THAT WERE COMPENSATED. THE COMPENSATION DECISIONS ARE DOCUMENTED IN THE EMPLOYEE'S PERSONNEL FILE.
FORM 990, PART VI, SECTION C, LINE 19	THE THEATRE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9:	CHANGE IN INTEREST IN PERPETUAL TRUST 53,893.
FORM 990, PART XII, LINE 2C:	THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	PHOENIX THEATRE REAL ESTATE LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1825 N CENTRAL AVENUE	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85004	ZIPCd

Field	Value	IRS element (for citing)
EIN	472393240	EIN
Primary Activities	REAL ESTATE HOLDING	PrimaryActivitiesTxt
Legal Domicile State	AZ	LegalDomicileStateCd
Total Income	$234,529	TotalIncomeAmt
End Of Year Assets	$1,077,787	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	THE PHOENIX THEATRE COMPANY	BusinessNameLine1Txt