2021-05-14T15:46:23-05:00 2020-06-30 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2019-07-01 237169261 ARIZONA OPERA COMPANY ARIZ 6022667464 1636 N CENTRAL AVE PHOENIX AZ 85004 JOSEPH SPECTER PRESIDENT AND GENERAL DIRECTOR 6022667464 2021-03-16 1 BRENDA ANN BLUNT CPA P00075126 4803151040 2021-03-16 2019 2022-09-23 18:48:47Z JOSEPH SPECTER 1636 N CENTRAL AVE PHOENIX AZ 85004 6943299 0 X WWW.AZOPERA.ORG X 1971 AZ ARIZONA OPERA ELEVATES THE TRANSFORMATIVE POWER OF STORY TELLING THROUGH MUSIC-(CON'T ON SCH O) CULTIVATING COMMUNITY AND STRENGTHENING A STATE AND PEOPLE AS ADVENTUROUS AND DIVERSE AS THE PLACE THEY CALL HOME. 31 30 536 362 0 0 7462458 5293838 1912272 1439480 -20160 -2 -40988 -7840 9313582 6725476 0 0 0 0 3388957 3286235 43770 132487 772210 3798470 3640088 7231197 7058810 2082385 -333334 8142535 8418890 1050967 1692646 7091568 6726244 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. 0 1 5095911 1439480 AS A STATEWIDE COMPANY, ARIZONA OPERA (AZO) PERFORMS IN BOTH PHOENIX AND TUCSON. AZO'S MAINSTAGE PRODUCTIONS AND EXPANSIVE ARTS EDUCATION AND COMMUNITY PROGRAMMING SERVE MORE THAN 70,000 PEOPLE A YEAR (OF WHICH, MORE THAN 50,000 ARE STUDENTS) - A NUMBER WHICH GROWS EACH SEASON. MAINSTAGE OPERAS PRESENTED BY AZO PROVIDE A UNIQUE RANGE OF PRODUCTIONS, INCLUDING BELOVED CLASSICS LIKE CARMEN AND LA BOHEME, AS WELL AS WORLD PREMIERES, LIKE RIDERS OF THE PURPLE SAGE, AND NEVER-BEFORE-SEEN-IN-ARIZONA WORKS, LIKE HERCULES VS. VAMPIRES, FLORENCIA EN EL AMAZONAS AND CRUZAR LA CARA DE LA LUNA.ARIZONA OPERA ALSO PROVIDES A WIDE VARIETY OF COMMUNITY PROGRAMMING, INCLUDING CULTURAL FESTIVALS - WEEK TO MONTH-LONG (CON'T ON SCH O) SERIES OF EVENTS THAT CELEBRATE THE DIVERSE CULTURES THAT CONTRIBUTE TO THE CULTURAL LEGACY OF THE STATE - FILM SCREENINGS, FIRST FRIDAYS, AND RECITALS. ADDITIONALLY, AZO HAS EXPANSIVE ARTS EDUCATION PROGRAMMING: OUR "OPERATUNITY" EDUCATION PROGRAMS SERVE MORE THAN 50,000 STUDENTS A YEAR IN OVER 120 SCHOOLS ACROSS THE STATE. OF THE SCHOOLS VISITED, MORE THAN 90% ARE TITLE I. STUDENT NIGHT AT THE OPERA BRINGS THOUSANDS OF STUDENTS FROM TUCSON AND PHOENIX TO WATCH A FULL DRESS REHEARSAL OF AN OPERA FOR LITTLE TO NO COST.IN FOSTERING THE ARTS, ARIZONA OPERA HAS AN EXPANSIVE APPRENTICESHIP PROGRAM AND STUDIO ARTIST PROGRAM. EACH SEASON, APPRENTICES ARE SELECTED TO GAIN CRITICAL HANDS-ON EXPERIENCE IN PRODUCTION AND COSTUMING. THE ORGANIZATION'S STUDIO ARTIST PROGRAM IS ONE OF THE MOST COMPETITIVE IN THE COUNTRY, PROVIDING BURGEONING OPERA SINGERS WITH THE EDUCATION AND EXPERIENCE THEY REQUIRE TO EXCEL IN A DEMANDING AND DIFFICULT INDUSTRY.THROUGH SPACE RENTALS AND PRODUCTION RENTALS, AZO PARTNERS WITH AN EXTENSIVE RANGE OF ARTS ORGANIZATIONS ACROSS THE STATE AND ACROSS THE COUNTRY. THE ORGANIZATION ALSO PROVIDES RENTAL DISCOUNTS TO FELLOW NON-PROFITS.DURING THE 2019-2020 SEASON, 400 TICKETS WERE DONATED TO RETIRED AND ACTIVE DUTY SERVICE MEMBERS THROUGH THE VET TIX PROGRAM. ADDITIONALLY, MORE THAN 600 TICKETS WERE DONATED TO A VARIETY OF ORGANIZATIONS TO SUPPORT THEIR FUNDRAISING EFFORTS. THE NUMBER OF TICKETS WAS SMALLER THAN USUAL, BECAUSE OF CANCELLATIONS DUE TO COVID-19.ARIZONA OPERA IS COMMITTED TO PRESENTING ARTISTIC, EDUCATION, AND COMMUNITY PROGRAMMING OF THE HIGHEST CALIBER EACH SEASON IN SERVICE TO OUR ART FORM AND OUR STATE. 5095911 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 223 0 1 536 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 30 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JOANN SERRA 6022667464 1636 N CENTRAL AVE PHOENIX AZ 85005 JOSEPH SPECTER PRESIDENT AND GENERAL DIRE 40.00 X X 224583 0 8558 JOANN SERRA DIRECTOR OF FINANCE, ADMIN 40.00 X 100553 0 8480 ANNE SNODGRASS BOARD DIRECTOR 2.00 X 0 0 0 JENNY AUGER MAW BOARD DIRECTOR 2.00 X 0 0 0 BARRY FINGERHUT BOARD DIRECTOR 2.00 X 0 0 0 DAVID HEAP BOARD DIRECTOR 2.00 X 0 0 0 DAVID J BOLGER BOARD DIRECTOR 2.00 X 0 0 0 DENISE MCCLINTIC BOARD DIRECTOR 2.00 X 0 0 0 ERIK PETERSON BOARD DIRECTOR 2.00 X 0 0 0 HERSCHEL ROSENZWEIG BOARD DIRECTOR 2.00 X 0 0 0 JAKE JAMISON BOARD DIRECTOR 2.00 X 0 0 0 JEAN COOPER BOARD DIRECTOR 2.00 X 0 0 0 JEANETTE J SEGEL BOARD DIRECTOR 2.00 X 0 0 0 DAVE SCOGGINS BOARD DIRECTOR 2.00 X 0 0 0 JUDITH G WOLF BOARD DIRECTOR 2.00 X 0 0 0 KAREN FRUEN BOARD DIRECTOR 2.00 X 0 0 0 KIM KAUFFMAN BOARD DIRECTOR 2.00 X 0 0 0 KIMBERLEY SMITH BOARD DIRECTOR 2.00 X 0 0 0 LINDA STAUBITZ BOARD DIRECTOR 2.00 X 0 0 0 NANCY FOSTER BOARD DIRECTOR 2.00 X 0 0 0 SHOSHANA TANCER BOARD DIRECTOR 2.00 X 0 0 0 VICKI HARITON BOARD DIRECTOR 2.00 X 0 0 0 ROMA WITTCOFF BOARD DIRECTOR 2.00 X 0 0 0 SCOTT PETERS BOARD DIRECTOR 2.00 X 0 0 0 SHERRY MIDDLEMAS BOARD DIRECTOR 2.00 X 0 0 0 STEPHEN MUNK BOARD DIRECTOR 2.00 X 0 0 0 THOMAS CARLTON ROGERS II BOARD DIRECTOR 2.00 X 0 0 0 SHARON LANDIS BOARD CHAIRMAN 2.00 X X 0 0 0 JOHN A JOHNSON IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 PETER LANCE VICE CHAIRMAN 2.00 X X 0 0 0 SCOTT STALLARD TREASURER 2.00 X X 0 0 0 KAY MCDOUGALL SECRETARY 2.00 X X 0 0 0 325136 0 17038 2 0 1 0 TOM MICHEL 1636 N CENTRAL AVE PHOENIX AZ 85004 MARKETING CONSULTING 112436 1 50069 86250 5157519 124353 5293838 TICKET SALES 711110 1314191 1314191 TICKET HANDLING 711110 59218 59218 REHERSAL/AUDITION 711110 24702 24702 EQUIPMENT RENTAL 711110 20355 20355 FESTIVAL 711110 11426 11426 9588 9588 1439480 4300 0 4300 4300 4300 163201 163201 2 0 -2 -2 -2 33975 50069 53086 -19111 -19111 8273 1534 6739 6739 MISCELLANEOUS INCOME 900099 232 232 232 6725476 1439480 0 -7842 X 344676 225687 118989 2355597 1859304 250521 245772 1440 1440 348028 210942 96884 40202 236494 179607 27823 29064 1058 1058 42051 42051 29995 29995 132487 132487 722535 722535 570312 570312 123069 5647 113823 3599 157193 96243 60950 42444 42444 305158 116301 188857 497092 459225 33124 4743 3175 3175 423035 386319 21276 15440 41059 41059 PRODUCTION COSTS 398813 398813 FUNDRAISING EXPENSES 179740 179740 MISC EXPENSES 87578 45971 39433 2174 MEMBERSHIP DUES 13533 13533 2248 2248 7058810 5095911 1190689 772210 1647701 2191636 376908 140699 2427396 2253216 131892 161203 4898085 2394308 2563973 2503777 994665 1168359 8142535 8418890 306060 402456 732559 862269 12348 36721 0 391200 1050967 1692646 X 2900349 2131132 4191219 4595112 7091568 6726244 8142535 8418890 X -333334 -27615 -4375 X 0 1 X 1 0 X 3158900 5206907 7716884 7462458 5293838 28838987 2226205 2380323 2005605 1912272 1439480 9963885 5385105 7587230 9722489 9374730 6733318 38802872 1114088 2946167 4981420 1301090 2327747 12670512 0 1114088 2946167 4981420 1301090 2327747 12670512 26132360 87 29 47 6781 4300 11244 87 29 47 6781 4300 11244 77718 112463 190181 12632 4722 2941 232 20527 5475542 7704444 9725477 9381511 6737850 39024824 0.66960 0.66150 0.00030 0.00020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 12,632. 2016 AMOUNT: $ 4,722. 2017 AMOUNT: $ 2,903. 2019 AMOUNT: $ 232. ADVERTISING INCOME - 2017 AMOUNT: $ 38. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1371573 -27615 34900 1309058 452296 951500 8158 40381 1371573 200261 251500 535 452296 200232 29 200261 200145 87 200232 1.00000 0 0 1665758 494360 1171398 3232327 1899948 1332379 2503777 BENEFICIAL INTERESTS IN ASSETS OF OTHERS 1168359 F 1168359 REFUNDABLE ADVANCE- PAYCHECK PROTECTION PROGRAM 391200 391200 X 1423136 -27615 19111 -8504 1431640 5293836 5293836 6725476 7070076 7839 4377 12216 7057860 950 950 7058810 PART V, LINE 4: THE CURRENT BALANCE INCLUDES $200,000 OF WHICH IS RESTRICTED FOR EDUCATION THE REMAINING BALANCE IS FOR A VARIETY OF PURPOSES. PART X, LINE 2: THE OPERA BELIEVES THAT 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES IN EXCESS OF DIRECT DONOR BENEFITS 19,111. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTED REVENUE, NET OF IN KIND SERVICES 5,293,838. LOSS ON SALE OF ASSETS REPORTED WITH REVENUE -2. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS REPORTED WITH REVENUE 2. WRITE OFF OF UNCOLLECTIBLE PLEDGES 4,375. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF DIRECT BENEFIT TO DONORS 950. X X X X X X X 1 THOMAS MICHEL 7222 QUEENS CRESCENT STREET LAS VEGAS NV 89166 MARKETING CONSULTANT 0 0 116109 -116109 ELIZABETH STEWARTDBA VERISMO COMMUNICATION 300 PARK AVE SUITE 14093 NEW YORK NY 10022 MARKETING CONSULTANT 0 0 13500 -13500 129609 -129609 AZ GALA/AUCTION 76440 42465 33975 6454 400 21975 RED 7604 7604 15618 4500 4139 84044 50069 33975 22072 4900 26114 53086 -19111 X 0 1 X 0 0 0 0 0 0 0 0 0 JOSEPH SPECTER PRESIDENT AND GENERAL DIRE 224583 0 0 0 0 0 0 0 8558 0 233141 0 0 0 PART I, LINE 1A THE ORGANIZATION REIMBURSED JOE SPECTER, PRESIDENT AND GENERAL DIRECTOR, FOR COST OF FOOD FOR FUNDRAISING EVENTS AND EMPLOYEE EVENTS HELD IN HIS HOME AND FOR CLEANING SERVICES FOLLOWING THESE EVENTS. SINCE THESE WERE BUSINESS FUNCTIONS, THESE REIMBURSEMENTS WERE NOT INCLUDED IN JOE'S COMPENSATION. HOSTING SUCH EVENTS IN HIS HOME, RATHER THAN A RESTAURANT OR SOME OTHER VENUE HAS CREATED A MORE INTIMATE APPROACH WHICH IS OFTEN MORE CONDUCIVE TO MAJOR GIFT FUNDRAISING, THE RESULTS OF WHICH ARE EVIDENT IN OUR INCREASED DONOR DEVELOPMENT RESULTS. PART I, LINE 1B GENERAL DIRECTOR AND DIRECTOR OF FINANCE APPROVED REIMBURSEMENT. SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 245252 INSURANCE 0 X 9 124353 SALE 0 0 0 PART I, COLUMN (B): PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS DURING THE YEAR. FORM 990, PART III, LINE 3 THE FINAL OPERA OF THE SEASON WAS CANCELLED DUE TO COVID, AS WERE SEVERAL OTHER EVENTS. NORMAL PROGRAMMING WILL RESUME AFTER THE PANDEMIC. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS COMPRISED OF THE ELECTED OFFICERS OF THE BOARD. IT HAS THE AUTHORITY TO EXERCISE THE POWERS OF THE BOARD OF DIRECTORS BETWEEN REGULAR MEETINGS WITH THE FOLLOWING EXCEPTIONS: FILLING VACANCIES ON THE BOARD OF DIRECTORS, ADOPTING, AMENDING OR REPEALING THE BYLAWS, AND FIXING COMPENSATION OF DIRECTORS. 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 FROM 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 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 IX, LINE 11G OPERA PERSONNEL: PROGRAM SERVICE EXPENSES 385,088. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 385,088. CONDUCTOR: PROGRAM SERVICE EXPENSES 98,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,750. DIRECTORS: PROGRAM SERVICE EXPENSES 73,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,000. ORCHESTRA PERSONNEL: PROGRAM SERVICE EXPENSES 26,225. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,225. DESIGNER: PROGRAM SERVICE EXPENSES 22,391. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,391. MUSICIANS: PROGRAM SERVICE EXPENSES 63,567. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,567. COACHES: PROGRAM SERVICE EXPENSES 6,936. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,936. OTHER OPERA FEES: PROGRAM SERVICE EXPENSES 27,039. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,039. INSTRUMENT TUNING AND REPAIR: PROGRAM SERVICE EXPENSES 3,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,900. PROJECTION/VIDEO DESIGNERS: PROGRAM SERVICE EXPENSES 3,230. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,230. TELEMARKETING: PROGRAM SERVICE EXPENSES 12,409. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,409. FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGES -4,375.