2019-05-15T18:21:47-05:00 2018-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE STE 400 PHOENIX AZ 850044624 990 2017-07-01 237169261 ARIZONA OPERA COMPANY ARIZ 6022187339 1636 N CENTRAL AVE PHOENIX AZ 85004 JOSEPH SPECTER PRESIDENT AND GENERAL DIRECTOR 6022187339 2019-05-14 1 BRENDA BLUNT P00075126 6022645844 2019-05-14 8.39.233.13 2019-05-14 10:07:01 US P 87B26AC4B9F3334407B42A961105F09CE6BBC875 D4504F3418A69B1F64DD2B85EBC785D26ACEAFAF 2017 2019-02-21 02:37:17Z JOSEPH SPECTER 1636 N CENTRAL AVE PHOENIX AZ 85004 10903016 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. 33 32 559 362 0 496 5206907 7716884 2380323 2005605 29 -65572 117185 -30072 7704444 9626845 0 0 0 0 2876315 3248245 179915 96903 544780 3155485 3970578 6211715 7315726 1492729 2311119 4660045 6325861 1969954 1324651 2690091 5001210 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 5614681 2005605 AS A STATEWIDE COMPANY, ARIZONA OPERA (AZO) PERFORMS IN BOTH PHOENIXAND TUCSON. AZO'S MAINSTAGE PRODUCTIONS AND EXPANSIVE ARTS EDUCATIONAND COMMUNITY PROGRAMMING SERVE MORE THAN 70,000 PEOPLE A YEAR (OFWHICH, MORE THAN 45,000 ARE STUDENTS) - A NUMBER WHICH GROWS EACHSEASON. MAINSTAGE OPERAS PRESENTED BY AZO PROVIDE A UNIQUE RANGE OFPRODUCTIONS, INCLUDING BELOVED CLASSICS LIKE CARMEN AND LA BOHEME, ASWELL AS WORLD PREMIERES, LIKE RIDERS OF THE PURPLE SAGE, ANDNEVER-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 LEGACYOF THE STATE - FILM SCREENINGS, FIRST FRIDAYS, AND RECITALS.ADDITIONALLY, AZO HAS EXPANSIVE ARTS EDUCATION PROGRAMMING: OUR"OPERATUNITY" EDUCATION PROGRAMS SERVE MORE THAN 45,000 STUDENTS A YEARIN OVER 120 SCHOOLS ACROSS THE STATE. OF THE SCHOOLS VISITED, MORE THAN90% 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 APPRENTICESHIPPROGRAM AND STUDIO ARTIST PROGRAM. EACH SEASON, APPRENTICES ARESELECTED TO GAIN CRITICAL HANDS-ON EXPERIENCE IN PRODUCTION ANDCOSTUMING. THE ORGANIZATION'S STUDIO ARTIST PROGRAM IS ONE OF THE MOSTCOMPETITIVE IN THE COUNTRY, PROVIDING BURGEONING OPERA SINGERS WITH THEEDUCATION AND EXPERIENCE THEY REQUIRE TO EXCEL IN A DEMANDING ANDDIFFICULT INDUSTRY.THROUGH SPACE RENTALS AND PRODUCTION RENTALS, AZO PARTNERS WITH ANEXTENSIVE RANGE OF ARTS ORGANIZATIONS ACROSS THE STATE AND ACROSS THECOUNTRY. THE ORGANIZATION ALSO PROVIDES RENTAL DISCOUNTS TO FELLOWNON-PROFITS.DURING THE 2017-2018 SEASON, 1847 TICKETS WERE DONATED TO RETIRED AND ACTIVE DUTY SERVICE MEMBERS THROUGH THE VET TIX PROGRAM.ADDITIONALLY, MORE THAN 650 TICKETS WERE DONATED TO A VARIETY OFORGANIZATIONS TO SUPPORT THEIR FUNDRAISING EFFORTS.ARIZONA OPERA IS COMMITTED TO PRESENTING ARTISTIC, EDUCATION, ANDCOMMUNITY PROGRAMMING OF THE HIGHEST CALIBER EACH SEASON IN SERVICE TOOUR ART FORM AND OUR STATE. 5614681 1 1 0 0 0 0 0 0 0 1 1 0 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 1 193 0 1 559 1 1 1 0 0 0 0 1 1 0 0 0 0 X 33 32 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AZ X JOANN SERRA 6022667464 1636 N CENTRAL AVE PHOENIX AZ 85005 JOHN A JOHNSON BOARD CHAIRMAN 2.00 X X 0 0 0 ROBERT S TANCER IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 SHARON LANDIS VICE CHAIRMAN 2.00 X X 0 0 0 SCOTT STALLARD TREASURER 2.00 X X 0 0 0 COLONEL RET KIMBERLEY SMITH SECRETARY 2.00 X X 0 0 0 DAVID J BOLGER BOARD DIRECTOR 2.00 X 0 0 0 GERARDO HIGGINSON BOARD DIRECTOR 2.00 X 0 0 0 BRANDAN MAHONEY BOARD DIRECTOR 2.00 X 0 0 0 NANCY FOSTER BOARD DIRECTOR 2.00 X 0 0 0 ARLYN M BREWSTER BOARD DIRECTOR 2.00 X 0 0 0 KIM KAUFFMAN BOARD DIRECTOR 2.00 X 0 0 0 JAY B SIMPSON BOARD DIRECTOR 2.00 X 0 0 0 VICKI HARITON BOARD DIRECTOR 2.00 X 0 0 0 ANNE SNODGRASS BOARD DIRECTOR 2.00 X 0 0 0 JOHN HUGHES BOARD DIRECTOR 2.00 X 0 0 0 DAVID HEAP BOARD DIRECTOR 2.00 X 0 0 0 ADAM ZWEIBACK BOARD DIRECTOR 2.00 X 0 0 0 KARIN HAMILTON ROTHE BOARD DIRECTOR 2.00 X 0 0 0 JEAN COOPER BOARD DIRECTOR 2.00 X 0 0 0 ROMA WITTCOFF BOARD DIRECTOR 2.00 X 0 0 0 JEANETTE J SEGEL BOARD DIRECTOR 2.00 X 0 0 0 STEPHEN COSTELLO BOARD DIRECTOR 2.00 X 0 0 0 BARRY FINGERHUT BOARD DIRECTOR 2.00 X 0 0 0 KAREN FRUEN BOARD DIRECTOR 2.00 X 0 0 0 SHIRLEY KAUFFMAN BOARD DIRECTOR 2.00 X 0 0 0 CAROLYN MCDOUGALL BOARD DIRECTOR 2.00 X 0 0 0 INGRID MILLER BOARD DIRECTOR 2.00 X 0 0 0 JO KUCHAI PULVERMACHER BOARD DIRECTOR 2.00 X 0 0 0 MARCELINO QUINONEZ BOARD DIRECTOR 2.00 X 0 0 0 THOMAS CARLTON ROGERS II BOARD DIRECTOR 2.00 X 0 0 0 LINDA STAUBITZ BOARD DIRECTOR 2.00 X 0 0 0 JUDITH G WOLF BOARD DIRECTOR 2.00 X 0 0 0 JOSEPH SPECTER PRESIDENT AND GENERAL DIRECTOR 40.00 X X 207812 0 0 JOANN SERRA DIRECTOR OF FINANCE, ADMINISTRATION AND HR 40.00 X 96782 0 256 304594 0 256 1 0 1 0 0 174725 75400 7466759 1065227 7716884 TICKET SALES 711110 1742470 1742470 EQUIPMENT RENTAL 711110 172641 172641 TICKET HANDLING 711110 35834 35834 REHERSAL/AUDITION 711110 27585 27585 EDUCATION 711110 22955 22955 4120 4120 2005605 47 47 1113017 1199 1113017 66818 0 -65619 -65619 -65619 50115 174725 91396 -41281 -41281 13208 4940 8268 8268 OTHER INCOME 900099 2903 2903 ADVERTISING INCOME 900099 38 38 2941 9626845 2005605 0 -95644 X 306359 204159 102200 2341203 1988418 215642 137143 1320 1320 302554 192907 85539 24108 296809 225486 51574 19749 6943 6943 438 438 25845 25845 96903 96903 826713 825213 1500 658147 658147 123962 1266 119723 2973 102271 59721 42550 50680 50680 287941 66868 221073 513794 462320 47184 4290 32338 32338 404849 370879 19560 14410 42199 42199 PRODUCTION COSTS 651512 651512 FUNDRAISING EXPENSES 142482 142482 MISCELLANEOUS EXPENSES 41146 20666 19958 522 OTHER EXPENSES 38853 33392 5461 20465 7206 13259 7315726 5614681 1156265 544780 123777 863735 200000 200808 1060114 2139365 128468 88890 4384928 1603353 3147686 2781575 251488 4660045 6325861 406664 375002 973841 934679 589449 0 14970 1969954 1324651 X 1402263 2172386 1087828 2377324 200000 451500 2690091 5001210 4660045 6325861 2311119 0 X 0 1 X 1 0 X 3000420 5747547 3158900 5206907 7716884 24830658 2426860 2641724 2226205 2380323 2005605 11680717 5427280 8389271 5385105 7587230 9722489 36511375 1066161 3180872 1114088 2946167 4981420 13288708 0 1066161 3180872 1114088 2946167 4981420 13288708 23222667 618 63 87 29 47 844 618 63 87 29 47 844 48812 41700 77718 112463 0 280693 12632 4722 2941 20295 5476710 8431034 5475542 7704444 9725477 36813207 0.63080 0.67430 0.00000 0.00010 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. 200261 251500 535 452296 200232 29 200261 200145 87 200232 200082 63 200145 200000 82 200082 0.00000 0.99820 0.00180 0 0 1655631 360652 1294979 1865481 640959 1224522 863816 601742 262074 2781575 X 1951730 23866 23866 1927864 7698981 7698981 9626845 7430479 90887 23866 114753 7315726 0 7315726 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 23,866. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTED REVENUE - NET OF IN KIND SERVICES 7,698,981. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING ACTIVITIES ON SCH G 23,866. X X X X X X X 1 THOMAS MICHEL 7222 QUEENS CRESCENT STREET LAS VEGAS NV 89166 MARKETING CONSULTANT 0 0 20778 -20778 M J S ENTERPRISES 13436 E DESERT TRAIL SCOTTSDALE AZ 85259 DEVELOPMENT CONSULTANT 0 0 12000 -12000 MARKETFACE LLC 2409 S CLARD DRIVE TEMPE AZ 85252 MARKETING CONSULTANT 0 0 24125 -24125 LAURA SCHAIRER 11575 NORTH 127TH WAY SCOTTSDALE AZ 85259 DEVELOPMENT CONSULTANT 0 0 40000 -40000 96903 -96903 AZ OPERA BALL 213626 174725 38901 926 4039 24851 815 51137 OTHER EVENTS 11214 11214 1663 6276 1689 224840 174725 50115 926 5702 31127 815 52826 91396 -41281 X 0 1 X 0 0 0 0 0 0 0 0 0 JOSEPH SPECTER PRESIDENT AND GENERAL DIRECTOR 207812 0 0 0 0 0 0 0 0 0 207812 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 198315 INSURANCE 0 X 7 1054554 SALE X SUPPLIES 1 10673 FAIR VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS LISTED. 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. THESE GROUPS CAN ALSO APPOINT SOMEONE TO THE AZ OPERA BOARD. 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 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. PART VI, LINE 1A THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE BOARD AS OUTLINED IN SECTION 11 OF THE BY-LAWS. FORM 990, PART IX, LINE 11G OPERA PERSONNEL: PROGRAM SERVICE EXPENSES 460,197. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 460,197. CONDUCTOR: PROGRAM SERVICE EXPENSES 96,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,500. DIRECTORS: PROGRAM SERVICE EXPENSES 41,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,800. ORCHESTRA PERSONNEL: PROGRAM SERVICE EXPENSES 19,948. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,948. DESIGNER: PROGRAM SERVICE EXPENSES 51,584. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,584. MUSICIANS: PROGRAM SERVICE EXPENSES 68,471. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,471. COACHES: PROGRAM SERVICE EXPENSES 19,224. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,224. OTHER OPERA FEES: PROGRAM SERVICE EXPENSES 55,549. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,549. INSTRUMENT TUNING AND REPAIR: PROGRAM SERVICE EXPENSES 1,890. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,890. PROJECTION/VIDEO DESIGNERS: PROGRAM SERVICE EXPENSES 10,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,050. CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,500.