2019-02-13T11:07:18-06:00 2018-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2017-07-01 860367773 BALLET ARIZONA BALL 6023810184 2835 E WASHINGTON ST PHOENIX AZ 85034 SAMANTHA TURNER EXECUTIVE DIRECTOR 6023810184 2019-02-11 1 COLETTE KAMPS CPA P00367616 4808394900 2019-02-11 24.255.98.179 2019-02-11 15:10:30 MS P 8356BE25D7BFA692A9EEB8A391BF3C85E3E6DD6C 6E69DB8DEFFDA6187AC928520261B6FFFE4A4332 2017 2019-02-21 02:37:17Z SAMANTHA TURNER 2835 E WASHINGTON ST PHOENIX AZ 85034 12924480 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. 23 23 133 268 0 0 3165344 2968378 4358190 4774484 22712 162076 13374 -41 7559620 7904897 0 0 0 0 3933409 3996639 0 0 624109 3409089 3724551 7342498 7721190 217122 183707 11283326 10625753 1019555 790755 10263771 9834998 X BALLET ARIZONA IS AN INNOVATIVE AND PROVOCATIVE PROFESSIONAL BALLET COMPANY THAT CREATES, PERFORMS, AND TEACHES OUTSTANDING CLASSICAL AND CONTEMPORARY BALLET. THE COMPANY IS DEDICATED TO PRESERVING AND CELEBRATING CLASSICAL DANCE WHILE CREATING AND COMMISSIONING NEW INNOVATIVE WORKS. 0 0 4918089 3433234 BALLET PERFORMANCES THAT CONTRIBUTE TO DEVELOPMENT AND MAINTENANCE OF A PROFESSIONALLY RECOGNIZED RESIDENT BALLET COMPANY. THE ORGANIZATION PRESENTED 61 PERFORMANCES WITH 73,948 ATTENDEES IN THE STATE OF ARIZONA DURING ITS REGULAR SEASON. 976873 1392512 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. 5894962 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 22 0 133 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AZ 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 MICHELLE DEJEAN SCHECHNER BOARD MEMBER 1.00 X 0 0 0 DEAN RENNELL BOARD MEMBER 1.00 X 0 0 0 BARBARA OTTOSEN 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 STEFANIE LAYTON 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 STEPHANIE GOODMAN BOARD MEMBER 1.00 X 0 0 0 SUSIE FOWLS 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 KORY LEADON CHAIR 5.00 X X 0 0 0 DAVID THOMPSON VICE CHAIR 4.00 X X 0 0 0 MIRANDA LUMER SECRETARY 4.00 X X 0 0 0 JIM HEFFERMAN TREASURER 4.00 X X 0 0 0 SAMANTHA TURNER EXECUTIVE DIRECTOR 40.00 X 120583 0 5593 IB ANDERSEN ARTISTIC DIRECTOR 40.00 X 216676 0 5593 THERESA STACK CFO 40.00 X 14423 0 0 CHRISTOPHER MARSH PREVIOUS CFO 40.00 X 59288 0 4126 410970 0 15312 2 0 1 0 PHOENIX SYMPHONY ORCHESTRA 1 1ST STR PHOENIX AZ 85012 MUSIC FOR PERFORMACES 301231 ARIZONA REPUBLIC PO BOX 67755 DALLAS TX 75267 ADVERTISING 189244 MOGO MARKETING AND MEDIA 21 TAMAL VISTA BLVD 207 CORTE MADERA CA 94925 ADVERTISING 162939 CLEARWING PRODUCTION ARIZONA 5640 S 40TH ST STE 1 PHOENIX AZ 85040 PRODUCTION 124919 48 WEST AGENCY CENTER 502 S 2ND STR SUITE 3 PHOENIX AZ 85004 MARKETING/PROMOTION/PR CONSULTING 110301 5 482820 189911 2295647 341172 2968378 TICKET SALES 2979978 2979978 BALLET SCHOOL TUITION 1392512 1392512 TICKET HANDLING FEES 295924 295924 OTHER PROGRAM REVENUE 106070 106070 4774484 110787 110787 4940066 4888777 51289 51289 51289 46255 482820 97558 -51303 -51303 84510 33248 51262 51262 7904897 4825746 0 110773 437989 243307 181609 13073 2667994 2273663 127139 267192 651525 576059 31003 44463 239131 208634 14362 16135 6525 6525 19000 19000 450289 331162 85329 33798 567480 567480 105425 45106 32702 27617 87433 87433 216663 189962 16090 10611 22072 18900 236 2936 7935 7935 343059 323267 11545 8247 28078 24037 3428 613 PRODUCTION COST 1464200 1464200 PUBLICATION 185257 29055 87831 68371 MISCELLANEOUS 125117 51748 8715 64654 BAD DEBT EXPENSE 62998 62998 33020 28429 1190 3401 7721190 5894962 1202119 624109 648567 792435 188615 397805 1372908 582524 11991 248143 11406 14279 37834 56635 6891881 2965525 4213143 3926356 4086643 4798862 495504 0 25429 11283326 10625753 227587 225070 341968 565685 450000 1019555 790755 X 3837769 4066497 2190564 1533063 4235438 4235438 10263771 9834998 11283326 10625753 183707 -64804 -547676 0 X X 0 1 X 1 0 X 2644455 3480237 5977671 3165343 2985686 18253392 2644455 3480237 5977671 3165343 2985686 18253392 1172665 17080727 1728 1672 9132 24615 110787 147934 29463 25424 26708 81595 18482921 23159170 0.92410 0.89260 X 0.89260 0.00100 4746867 102305 100000 16350 4732822 4126424 609014 11429 4746867 601399 3525025 4126424 601399 0.10500 0.89500 0 0 3937586 782929 3154657 2954295 2182596 771699 3926356 X 7874730 -64804 17490 -47314 7922044 -17147 -17147 7904897 7755827 17490 17147 34637 7721190 0 7721190 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, 2018, THE BALLET HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -17,147. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 17,147. GALA 529075 482820 46255 34145 43466 2800 17147 529075 482820 46255 34145 43466 2800 17147 97558 -51303 X X X 0 0 0 0 0 0 0 0 0 IB ANDERSEN ARTISTIC DIRECTOR 216676 0 0 0 0 0 0 0 5593 0 222269 0 0 0 X 12 96643 SETTLEMENT AMOUNT X MARKETING AND ADVERTISING 7 117143 FAIR MARKET VALUE X PRODUCTION 2 95539 FAIR MARKET VALUE X SUPPLIES 2 19572 FAIR MARKET VALUE X TRAVEL 1 13275 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS GIVEN 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