2020-07-13T14:21:59-05:00 2019-06-30 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2018-07-01 237169261 ARIZONA OPERA COMPANY ARIZ 6022667464 1636 N CENTRAL AVE PHOENIX AZ 85004 JOSEPH SPECTER PRESIDENT AND GENERAL DIRECTOR 6022667464 2020-07-07 1 BRENDA BLUNT P00075126 6023810381 2020-07-07 65.140.217.66 2020-07-07 14:32:30 MS P B5506E221EF095F46A6030B7A8891777D35BAFE2 F00CC96B76A2F3735E6CAD70FDC6067CB22599C8 2018 2020-11-19 02:30:22Z JOSEPH SPECTER 1636 N CENTRAL AVE PHOENIX AZ 85004 9490814 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. 32 31 580 362 0 0 7716884 7462458 2005605 1912272 -65572 -20160 -30072 -40988 9626845 9313582 0 0 0 0 3248245 3388957 96903 43770 627459 3970578 3798470 7315726 7231197 2311119 2082385 6325861 8142535 1324651 1050967 5001210 7091568 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 0 5372936 1912272 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 2018-2019 SEASON, 600 TICKETS WERE DONATED TO RETIRED AND ACTIVE DUTY SERVICE MEMBERS THROUGH THE VET TIX PROGRAM. ADDITIONALLY, MORE THAN 800 TICKETS WERE DONATED TO A VARIETY OF ORGANIZATIONS TO SUPPORT THEIR FUNDRAISING EFFORTS.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. 5372936 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 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 1 213 0 1 580 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 31 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 ANNE SNODGRASS BOARD DIRECTOR 2.00 X 0 0 0 ARLYN IMBERMAN 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 JOHN HUGHES 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 PATRICIA COYNE-JOHNSON BOARD DIRECTOR 2.00 X 0 0 0 ROBERT TANCER 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 VICKI HARITON 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 JOSEPH SPECTER PRESIDENT AND GENERAL DIRECTOR 40.00 X X 207813 0 7758 JOANN SERRA DIRECTOR OF FINANCE, ADMINISTRATION AND HR 40.00 X 96622 0 7758 304435 0 15516 1 0 1 0 0 309777 76207 7076474 229242 7462458 TICKET SALES 711110 1687520 1687520 EQUIPMENT RENTAL 711110 144152 144152 TICKET HANDLING 711110 32886 32886 REHERSAL/AUDITION 711110 24533 24533 EDUCATION 711110 15729 15729 7452 7452 1912272 6781 6781 26941 -26941 -26941 -26941 104365 309777 148374 -44009 -44009 4938 1917 3021 3021 9313582 1912272 0 -61148 X 333718 220108 113610 2425654 1991619 240404 193631 1310 1310 332159 201284 98266 32609 296116 217868 52726 25522 4599 4599 20728 20728 19900 19900 43770 43770 6596 6596 859202 859202 507099 507099 131385 536 124988 5861 120178 73808 46370 56207 56207 331979 89574 242405 519338 455114 57787 6437 8961 8961 399936 366038 19515 14383 35882 35882 PRODUCTION COSTS 487166 487166 FUNDRAISING EXPENSES 174088 174088 OTHER EXPENSES 42877 26051 16819 7 WRITE OFF UNCOLLECTIBLE 16521 16521 55828 41370 13438 1020 7231197 5372936 1230802 627459 863735 1647701 200808 376908 2139365 2427396 88890 131892 4535248 1971275 2781575 2563973 251488 994665 6325861 8142535 375002 306060 934679 732559 14970 12348 1324651 1050967 X 2172386 2900349 2377324 2819646 451500 1371573 5001210 7091568 6325861 8142535 2082385 7973 0 X 0 1 X 1 0 X 5747547 3158900 5206907 7716884 7462458 29292696 2641724 2226205 2380323 2005605 1912272 11166129 8389271 5385105 7587230 9722489 9374730 40458825 3180872 1114088 2946167 4981420 1301090 13523637 0 3180872 1114088 2946167 4981420 1301090 13523637 26935188 63 87 29 47 6781 7007 63 87 29 47 6781 7007 41700 77718 112463 231881 12632 4722 2941 20295 8431034 5475542 7704444 9725477 9381511 40718008 0.66150 0.63080 0.00020 0.00000 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. ADVERTISING INCOME - 2017 AMOUNT: $ 38. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 452296 951500 8158 40381 1371573 200261 251500 535 452296 200232 29 200261 200145 87 200232 200082 63 200145 0.00000 1.00000 0.00000 0 0 1662547 427506 1235041 2872701 1543769 1328932 2563973 BENEFICIAL INTERESTS IN ASSETS OF OTHERS 994665 F 994665 X 1923451 7973 44009 51982 1871469 6596 7435517 7442113 9313582 7318540 22989 70950 93939 7224601 6596 6596 7231197 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 44,009. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTED REVENUE, NET OF IN KIND SERVICES 7,462,458. LOSS ON SALE OF ASSETS REPORTED WITH REVENUE -26,941. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING ACTIVITIES ON SCH G 44,009. LOSS ON SALE OF ASSETS REPORTED WITH REVENUE 26,941. X X X X X X X 1 THOMAS MICHEL 7222 QUEENS CRESCENT STREET LAS VEGAS NV 89166 MARKETING CONSULTANT 0 0 26270 -26270 M J S ENTERPRISES 13436 E DESERT TRAIL SCOTTSDALE AZ 85259 DEVELOPMENT CONSULTANT 0 0 12500 -12500 MARKETFACE LLC 2409 S CLARD DRIVE TEMPE AZ 85252 MARKETING CONSULTANT 0 0 5000 -5000 43770 -43770 AZ GALA 342515 262392 80123 14619 12256 16110 38695 3360 RED PARTY 62883 47123 15760 1928 15760 20215 4600 1 8744 262 8482 492 8482 11357 500 414142 309777 104365 14619 14676 40352 70267 8460 148374 -44009 X 0 1 X 0 0 0 0 0 0 0 0 0 JOSEPH SPECTER PRESIDENT AND GENERAL DIRECTOR 207813 0 0 0 0 0 0 0 7758 0 215571 0 0 0 PART I, LINE 1A REIMBURSED JOE SPECTER, PRESIDENT AND GENERAL DIRECTOR, FOR COST OF FOOD AND CLEANING SERVICE FOR BUSINESS USE OF PERSONAL RESIDENCE. PART I, LINE 1B GENERAL DIRECTOR AND DIRECTOR OF FINANCE APPROVED REIMBURSEMENT. BLUE CROSSBLUE SHIELD OF AZ SUBSTANTIAL CONTRIBUTOR 261292 INSURANCE 0 X 8 228493 SALE X SUPPLIES 1 749 FAIR VALUE 0 0 0 0 PART I, COLUMN (B): PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS DURING THE YEAR. 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. THE AUTHORITY TO ACT ON BEHALF OF THE BOARD IS OUTLINED IN SECTION 11 OF THE BY-LAWS. THE EXECUTIVE COMMITTEE HAS NOT BEEN ACTIVATED AND DID NOT MEET IN FY 2019. 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. THE ARIZONA OPERA COMMUNITY COUNCIL, AN ADVISORY COMMITTEE ESTABLISHED BY THE BOARD AND FILLED WITH MEMBERS OF THE COMMUNITY WHO ARE APPOINTED BY THE BOARD, APPOINTS A MEMBER OF THE BOARD. 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 OF THE GENERAL DIRECTOR ON A REGULAR BASIS. THE GENERAL DIRECTOR'S SALARY IS COMPARED TO SIMILAR ORGANIZATIONS IN SIZE AS WELL AS OTHER INDEPENDENT DATA. 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 475,904. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 475,904. CONDUCTOR: PROGRAM SERVICE EXPENSES 102,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,500. DIRECTORS: PROGRAM SERVICE EXPENSES 64,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,900. ORCHESTRA PERSONNEL: PROGRAM SERVICE EXPENSES 19,248. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,248. DESIGNER: PROGRAM SERVICE EXPENSES 26,686. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,686. MUSICIANS: PROGRAM SERVICE EXPENSES 81,680. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,680. COACHES: PROGRAM SERVICE EXPENSES 14,341. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,341. OTHER OPERA FEES: PROGRAM SERVICE EXPENSES 20,796. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,796. INSTRUMENT TUNING AND REPAIR: PROGRAM SERVICE EXPENSES 3,360. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,360. PROJECTION/VIDEO DESIGNERS: PROGRAM SERVICE EXPENSES 6,390. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,390. TELEMARKETING: PROGRAM SERVICE EXPENSES 43,397. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,397.