2021-04-07T08:00:46-05:00 2020-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2019-07-01 860367773 BALLET ARIZONA BALL 6023810184 2835 E WASHINGTON ST PHOENIX AZ 85034 SAMANTHA TURNER EXECUTIVE DIRECTOR 6023810184 2021-04-05 1 COLETTE KAMPS CPA P00367616 4808394900 2021-04-05 2019 2022-09-23 18:48:47Z SAMANTHA TURNER 2835 E WASHINGTON ST PHOENIX AZ 85034 9206003 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. 24 24 207 428 0 0 2375548 4547007 4837670 3857731 -265902 180226 13919 56253 6961235 8641217 0 0 0 0 4244988 4237445 0 0 612120 4126830 3580884 8371818 7818329 -1410583 822888 9844216 10824132 982788 1344310 8861428 9479822 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 4636341 2752817 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 1161167 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. 5816035 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 39 0 207 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 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 SUSAN BANSAK BOARD MEMBER 1.00 X 0 0 0 JOAN BERRY BOARD MEMBER 1.00 X 0 0 0 KRISTEN BOILINI BOARD MEMBER 1.00 X 0 0 0 MIKE BOLAR BOARD MEMBER 1.00 X 0 0 0 SALVADOR A BRETTS BOARD MEMBER 1.00 X 0 0 0 FLAVIA CAMPBELL BOARD MEMBER 1.00 X 0 0 0 MATT CONNELL BOARD MEMBER 1.00 X 0 0 0 MOLLY GREENE BOARD MEMBER 1.00 X 0 0 0 JILL HEGARDT BOARD MEMBER 1.00 X 0 0 0 BARB KATZ BOARD MEMBER 1.00 X 0 0 0 SARAH KIST 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 SIMONE RAESS BOARD MEMBER 1.00 X 0 0 0 ADRIENNE SCHIFFNER BOARD MEMBER 1.00 X 0 0 0 MARY SEMMA BOARD MEMBER 1.00 X 0 0 0 JIM SMITH BOARD MEMBER 1.00 X 0 0 0 DARYL WEIL BOARD MEMBER 1.00 X 0 0 0 G VAN VELSOR WOLF JR SECRETARY 4.00 X X 0 0 0 JIM HEFFERMAN TREASURER 4.00 X X 0 0 0 MIRANDA LUMER VICE CHAIR 4.00 X X 0 0 0 DAVID THOMPSON CHAIR 5.00 X X 0 0 0 SAMANTHA TURNER EXECUTIVE DIRECTOR 40.00 X 159000 0 6921 IB ANDERSEN ARTISTIC DIRECTOR 40.00 X 250000 0 6921 THERESA STACK DIRECTOR OF FINANCE (THRU 3/20) 40.00 X 83998 0 6921 KARINA FELIX DIRECTOR OF FINANCE 40.00 X 0 0 0 MARIA SIMONETTI REHEARSAL & SCHOOL DIRECTOR 40.00 X 109877 0 6921 602875 0 27684 3 0 1 0 PHOENIX SYMPHONY ORCHESTRA 1 FIRST STREET SUITE 200 PHOENIX AZ 85012 MUSIC FOR PERFORMANCES 471920 COMMIT AGENCY 58 W BUFFALO STREET SUITE 200 CHANDLER AZ 85225 MARKETING 247370 PHOENIX CONVENTION CENTER 111 N 3RD STREET PHOENIX AZ 85004 THEATRE RENTAL 104842 3 373755 789759 3383493 52305 4547007 TICKET SALES 711120 2336865 2336865 BALLET SCHOOL TUITION 611600 1161167 1161167 TICKET HANDLING FEES 711120 259655 259655 OTHER PROGRAM REVENUE 900099 100044 100044 3857731 169352 169352 529168 518294 10874 10874 10874 0 373755 0 0 102745 46492 56253 56253 8641217 3913984 0 180226 526905 275511 237801 13593 2760457 2295075 168802 296580 712569 622606 41940 48023 237514 204075 17706 15733 3824 3824 21484 21484 31888 31888 321347 111410 157750 52187 535609 8450 526996 163 108326 50595 29994 27737 70484 70484 202971 171998 18624 12349 25542 20607 95 4840 14287 14287 380597 358639 12809 9149 39653 34535 4237 881 PRODUCTION COST 1300220 1300220 MISCELLANEOUS 204209 128292 18785 57132 PUBLICATION 154891 22986 79919 51986 BANK FEES 127118 121922 2979 2217 38434 18630 254 19550 7818329 5816035 1390174 612120 709228 658259 149861 893259 308096 872152 43031 36719 131277 49374 7278607 3582674 3820359 3695933 4174510 4116014 490504 485072 17350 17350 9844216 10824132 327488 280986 655300 633324 430000 982788 1344310 X 4016674 3829384 4844754 5650438 8861428 9479822 9844216 10824132 822888 -204494 0 X 0 1 X 1 0 X 5977671 3165343 2985686 2375548 4547007 19051255 5977671 3165343 2985686 2375548 4547007 19051255 1886937 17164318 9132 24615 110787 207880 169352 521766 26708 26708 19599729 23198197 0.87570 0.86550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4670922 -32063 31888 4606871 4732822 12252 155124 198000 31276 4670922 4746867 102305 100000 16350 4732822 4126424 609014 11429 4746867 601399 3525025 4126424 0.10700 0.89300 0 0 3944110 1096838 2847272 3334497 2485836 848661 3695933 X 8492436 -204494 87601 -116893 8609329 31888 31888 8641217 7874042 87601 87601 7786441 31888 31888 7818329 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, 2020, THE BALLET HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GALA 373755 373755 373755 373755 X X X 0 0 0 0 0 0 0 0 0 SAMANTHA TURNER EXECUTIVE DIRECTOR 159000 0 0 0 0 0 0 0 6921 0 165921 0 0 0 IB ANDERSEN ARTISTIC DIRECTOR 250000 0 0 0 0 0 0 0 6921 0 256921 0 0 0 X 3 25687 SETTLEMENT AMOUNT X MARKETING AND ADVERTISING 2 18500 FAIR MARKET VALUE X SUPPLIES 10 8118 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B 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.