2020-02-27T19:07:25-06:00 2019-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2018-07-01 860367773 BALLET ARIZONA BALL 6023810184 2835 E WASHINGTON ST PHOENIX AZ 85034 SAMANTHA TURNER EXECUTIVE DIRECTOR 6023810184 2020-02-26 1 COLETTE KAMPS CPA P00367616 4808394900 2020-02-26 72.44.192.92 2020-02-26 14:05:15 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-09-23 17:36:50Z SAMANTHA TURNER 2835 E WASHINGTON ST PHOENIX AZ 85034 10245498 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. 26 26 121 295 0 0 2968378 2375548 4774484 4837670 162076 -265902 -41 13919 7904897 6961235 0 0 0 0 3996639 4244988 0 0 571657 3724551 4126830 7721190 8371818 183707 -1410583 10625753 9844216 790755 982788 9834998 8861428 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 5264547 3462533 BALLET PERFORMANCES THAT CONTRIBUTE TO DEVELOPMENT AND MAINTENANCE OF A PROFESSIONALLY RECOGNIZED RESIDENT BALLET COMPANY. THE ORGANIZATION PRESENTED 71 PERFORMANCES WITH 82,535 ATTENDEES IN THE STATE OF ARIZONA DURING ITS REGULAR SEASON. 1056325 1448263 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 3200 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. 6320872 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 31 0 121 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 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 G VAN VELSOR WOLF JR BOARD MEMBER 1.00 X 0 0 0 DARYL WEIL BOARD MEMBER 1.00 X 0 0 0 TREEVA VEYSEY BOARD MEMBER 1.00 X 0 0 0 MARY SEMMA BOARD MEMBER 1.00 X 0 0 0 JAMES L SMITH BOARD MEMBER 1.00 X 0 0 0 ADRIENNE SCHIFFNER BOARD MEMBER 1.00 X 0 0 0 JANET MELAMED BOARD MEMBER 1.00 X 0 0 0 HEATHER MAHANEY BOARD MEMBER 1.00 X 0 0 0 MOLLY GREENE BOARD MEMBER 1.00 X 0 0 0 SEENA GHEBLEH BOARD MEMBER 1.00 X 0 0 0 MATTHEW J CONNELL BOARD MEMBER 1.00 X 0 0 0 JOAN BERRY BOARD MEMBER 1.00 X 0 0 0 SUSAN BANSAK BOARD MEMBER 1.00 X 0 0 0 MIRANDA LUMER BOARD MEMBER 1.00 X 0 0 0 MIKE BOLAR BOARD MEMBER 1.00 X 0 0 0 SALVADOR BRETTS-JAMISON BOARD MEMBER 1.00 X 0 0 0 FLAVIA CAMPBELL BOARD MEMBER 1.00 X 0 0 0 DANIELLE HAZELTINE BOARD MEMBER 1.00 X 0 0 0 JILL HEGARDT BOARD MEMBER 1.00 X 0 0 0 CHRISTY JOSEPH BOARD MEMBER 1.00 X 0 0 0 SARAH KIST BOARD MEMBER 1.00 X 0 0 0 SIMONE RAESS BOARD MEMBER 1.00 X 0 0 0 BARBARA OTTOSEN SECRETARY 4.00 X X 0 0 0 JIM HEFFERMAN TREASURER 4.00 X X 0 0 0 DAVID THOMPSON VICE CHAIR 4.00 X X 0 0 0 SUSIE FOWLS CHAIR 5.00 X X 0 0 0 SAMANTHA TURNER EXECUTIVE DIRECTOR 40.00 X 139800 0 5990 IB ANDERSEN ARTISTIC DIRECTOR 40.00 X 251417 0 5990 THERESA STACK DIRECTOR OF FINANCE 40.00 X 79498 0 5990 470715 0 17970 2 0 1 0 PHOENIX SYMPHONY ORCHESTRA 1 1ST STREET SUITE 200 PHOENIX AZ 85012 MUSIC FOR PERFORMANCES 457396 COMMIT AGENCY 58 W BUFFALO STREET SUITE 200 CHANDLER AZ 85225 MARKETING 313281 CLEARWING PRODUCTION ARIZONA 5640 S 40TH ST STE 1 PHOENIX AZ 85040 PERFORMANCE RENTALS 127295 BRIGHT EVENT RENTALS 3103 EAST BROADWAY ROAD SUITE 400 PHOENIX AZ 85040 PERFORMANCE RENTALS 113388 PS STUDIOS INC 3002 N 3RD STREET PHOENIX AZ 85012 MARKETING 103238 5 317860 156911 1900777 168375 2375548 TICKET SALES 3008718 3008718 BALLET SCHOOL TUITION 1448263 1448263 TICKET HANDLING FEES 311408 311408 OTHER PROGRAM REVENUE 69281 69281 4837670 207880 207880 2679723 3153505 -473782 -473782 -473782 44805 317860 104012 -59207 -59207 99872 26746 73126 73126 6961235 4910796 0 -325109 503155 264297 225947 12911 2807684 2381001 209674 217009 688054 598146 48046 41862 246095 210542 20808 14745 20589 20589 20096 20096 31504 31504 253635 194198 22819 36618 685681 42010 643671 134137 43329 59046 31762 70484 70484 223498 196443 16312 10743 30318 21693 4184 4441 122 122 356043 335502 11982 8559 40534 35413 4218 903 PRODUCTION COST 1638531 1638531 MISCELLANEOUS 253275 133690 15181 104404 PUBLICATION 183482 22231 90672 70579 BANK FEES 143492 108789 32975 1728 41409 24573 1443 15393 8371818 6320872 1479289 571657 792435 709228 397805 149861 582524 308096 248143 14279 43031 56635 131277 7025003 3204644 3926356 3820359 4086643 4174510 495504 490504 25429 17350 10625753 9844216 225070 327488 565685 655300 790755 982788 X 4066497 4016674 1533063 609316 4235438 4235438 9834998 8861428 10625753 9844216 -1410583 437013 0 X X 0 1 X 1 0 X 3480237 5977671 3165343 2985686 2375548 17984485 3480237 5977671 3165343 2985686 2375548 17984485 954699 17029786 1672 9132 24615 110787 207880 354086 25424 26708 52132 18390703 23636839 0.92600 0.92410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4732822 12252 155124 198000 31276 4670922 4746867 102305 100000 16350 4732822 4126424 609014 11429 4746867 601399 3525025 4126424 601399 0.10700 0.89300 0 0 3944110 936711 3007399 3080893 2267933 812960 3820359 X 7570226 437013 164968 -31504 570477 6999749 -38514 -38514 6961235 8543796 164968 38514 203482 8340314 31504 31504 8371818 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, 2019, THE BALLET HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -31,504. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -38,514. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 38,514. GALA 362665 317860 44805 27767 49440 11250 15555 362665 317860 44805 27767 49440 11250 15555 104012 -59207 X X X 0 0 0 0 0 0 0 0 0 IB ANDERSEN ARTISTIC DIRECTOR 251417 0 0 0 0 0 0 0 5990 0 257407 0 0 0 X 3 25687 SETTLEMENT AMOUNT X MARKETING AND ADVERTISING 2 111640 FAIR MARKET VALUE X SUPPLIES 10 16471 FAIR MARKET VALUE X TRAVEL 2 14577 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): PART I, COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS 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 CFO 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. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED