2018-03-22T19:08:32-05:00 2017-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE STE 400 PHOENIX AZ 850044624 990 2016-07-01 237169261 ARIZONA OPERA COMPANY ARIZ 6022667464 1636 N CENTRAL AVE PHOENIX AZ 85004 JOSEPH SPECTER PRESIDENT AND GENERAL DIRECTOR 6022667464 2018-03-19 1 BRENDA BLUNT P00075126 6022645844 2018-03-19 8.39.233.13 2018-03-19 14:39:31 US P A88C7E0B1658E7BC2ECA7035663C20CD6FE44C8C 7C9951DA9E4C3FB44EC4DD64E65C3691A63F8C50 2016 2021-01-29 14:40:06Z JOSEPH SPECTER 1636 N CENTRAL AVE PHOENIX AZ 85004 7970034 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 ADVENTURIOUS AND DIVERSE AS THE PLACE THEY CALL HOME. 32 31 559 362 0 0 3158900 5206907 2226205 2380323 87 29 90350 117185 5475542 7704444 0 0 0 0 2513607 2876315 50172 179915 550704 3506084 3155485 6069863 6211715 -594321 1492729 3787366 4660045 2590004 1969954 1197362 2690091 X ARIZONA OPERA ELEVATES THE TRANSFORMATIVE POWER OF STORY TELLING THROUGH MUSIC - CULTIVATING COMMUNITY AND STRENGTHENING A STATE AND PEOPLE AS ADVENTUROUS AND DIVERSE AS THE PLACE THEY CALL HOME. 0 0 4730068 2380324 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 45,000 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 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 45,000 STUDENTS A YEAR IN OVER 120 SCHOOLS ACROSS THE STATE. OF THE SCHOOLS VISITED, MORE THAN 90% ARE TITLE I AND 20% HAVE NO MUSIC EDUCATION. 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 2016-17 SEASON, MORE THAN 1000 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. 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. 4730068 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 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 194 0 1 559 1 0 0 0 0 0 1 1 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 AZ X JOANN SERRA 6022667464 1636 N CENTRAL AVE PHOENIX AZ 85005 ROBERT TANCER BOARD CHAIRMAN 2.00 X X 0 0 0 JUDY WOLF IMMIDIATE PAST CHAIR 2.00 X X 0 0 0 JOHN JOHNSON VICE CHAIRMAN 2.00 X X 0 0 0 SCOTT STALLARD TREASURER 2.00 X X 0 0 0 LINDA STAUBITZ SECRETARY 2.00 X X 0 0 0 AMELIA ANDERSON BOARD DIRECTOR 2.00 X 0 0 0 DAVID BOLGER BOARD DIRECTOR 2.00 X 0 0 0 JEAN S COOPER BOARD DIRECTOR 2.00 X 0 0 0 GEORGE A DUNNING BOARD DIRECTOR 2.00 X 0 0 0 ANTON J EICHORN BOARD DIRECTOR 2.00 X 0 0 0 NANCY FOSTER BOARD DIRECTOR 2.00 X 0 0 0 ARLYN BREWSTER BOARD DIRECTOR 2.00 X 0 0 0 VICKIE HARITON BOARD DIRECTOR 2.00 X 0 0 0 DAVID HEAP BOARD DIRECTOR 2.00 X 0 0 0 GERARDO HIGGINSON BOARD DIRECTOR 2.00 X 0 0 0 JOHN HUGHES BOARD DIRECTOR 2.00 X 0 0 0 KIMBERLY J KAUFFMAN BOARD DIRECTOR 2.00 X 0 0 0 SHARON LANDIS BOARD DIRECTOR 2.00 X 0 0 0 GREGORY MOORE BOARD DIRECTOR 2.00 X 0 0 0 JULIA PATRICK BOARD DIRECTOR 2.00 X 0 0 0 KARINN HAMIL ROTHE BOARD DIRECTOR 2.00 X 0 0 0 JEANNETTE JUNG SEGEL BOARD DIRECTOR 2.00 X 0 0 0 JESSE B SIMPSON BOARD DIRECTOR 2.00 X 0 0 0 COLONEL RET KIMBERLEY SMITH BOARD DIRECTOR 2.00 X 0 0 0 BRENDAN MAHONEY BOARD DIRECTOR 2.00 X 0 0 0 DAUNE NEIDIG BOARD DIRECTOR 2.00 X 0 0 0 MARCELINO QUINONEZ BOARD DIRECTOR 2.00 X 0 0 0 ANNE SNODGRASS BOARD DIRECTOR 2.00 X 0 0 0 NANCY SPETZLER BOARD DIRECTOR 2.00 X 0 0 0 ROMA WITTCOFF BOARD DIRECTOR 2.00 X 0 0 0 ADAM ZWEIBACK BOARD DIRECTOR 2.00 X 0 0 0 JOSEPH SPECTER GENERAL DIRECTOR (BEGINNING 6/16) 40.00 X X 102917 0 2671 JOANN SERRA FINANCE DIRECTOR 40.00 X 93912 0 0 196829 0 2671 1 0 0 0 0 26710 99359 5080838 174016 5206907 TICKET SALES 711110 2113627 2113627 EQUIPMENT RENTAL 711110 153869 153869 TICKET HANDLING 711110 44793 44793 REHERSAL/AUDITION 711110 35136 35136 EDUCATION 711110 19903 19903 12995 12995 2380323 29 29 183303 183303 0 0 149800 26710 62968 86832 86832 20847 8825 12022 12022 24103 10494 13609 13609 OTHER INCOME 900099 4722 4722 4722 7704444 2380323 0 117214 X 301612 198695 102917 2039144 1783984 176135 79025 1320 1320 270109 176578 75969 17562 264130 197690 50481 15959 5225 5225 22830 22830 179915 179915 706490 701567 4923 490214 490214 137071 21516 108861 6694 98956 66810 32146 61000 61000 174036 71128 102908 470625 428069 39721 2835 49481 49481 350613 316809 19456 14348 28027 28027 PRODUCTION COSTS 369845 369845 FUNDRAISING EXPENSES 128922 128922 OTHER 40001 36802 672 2527 MEMBERSHIP DUES 14093 14093 8056 8056 6211715 4730068 930943 550704 157979 123777 19044 200000 700806 1060114 182041 128468 4897365 1749679 2727496 3147686 3787366 4660045 823825 406664 1016179 973841 750000 589449 2590004 1969954 X 111611 1402263 885751 1087828 200000 200000 1197362 2690091 3787366 4660045 1492729 0 X 0 1 X 1 0 X 3214995 3000420 5747547 3158900 5206907 20328769 2751285 2426860 2641724 2226205 2380323 12426397 5966280 5427280 8389271 5385105 7587230 32755166 1911302 1066161 3180872 1114088 2946167 10218590 248026 248026 2159328 1066161 3180872 1114088 2946167 10466616 22288550 1872 618 63 87 29 2669 1872 618 63 87 29 2669 48812 41700 77718 112463 280693 12632 4722 17354 5968152 5476710 8431034 5475542 7704444 33055882 0.67430 0.72180 0.00010 0.00100 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 12,632. 2016 AMOUNT: $ 4,722. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200232 29 200261 200145 87 200232 200082 63 200145 200000 82 200082 1095775 618 913000 183393 0.00000 0.99870 0.00130 0 0 1655631 293798 1361833 2163848 710062 1453786 1077886 745819 332067 3147686 X 2398683 0 2398683 5305761 5305761 7704444 6183123 5070 5070 6178053 33662 33662 6211715 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. PLEASE NOTE THAT THE DIFFERENCE BETWEEN THE ENDING BALANCE FOUR YEARS BACK AND THE BEGINNING BALANCE THREE YEARS BACK WAS CAUSED BY A PRIOR PERIOD ADJUSTMENT POSTED AT THE END OF THE JUNE 30, 2013, FISCAL YEAR. 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 4B - OTHER ADJUSTMENTS: CONTRIBUTED REVENUE 5,206,907. NET FUNDRAISING AND GAMING ACTIVITIES 98,854. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES OF OPERA LEAGUES 33,662. X X X X X X X 1 TAYLAR DEVELOPMENT 219 N MILWAUKEE ST 5TH FLOOR MILWAUKEE WI 53202 TELEFUNDING 0 61802 50980 10822 M J S ENTERPRISES 13436 E DESERT TRAIL SCOTTSDALE AZ 85259 DEVELOPMENT CONSULTANT 0 0 12000 -12000 MARKETFACE LLC 11575 N 127TH WAY SCOTTSDALE AZ 85259 DEVELOPMENT CONSULTANT 0 0 37000 -37000 LAURA SCHAIRER 2409 S CLARD DRIVE TEMPE AZ 85252 MARKETING CONSULTANT 0 0 79935 -79935 61802 179915 -118113 AZ OPERA BALL 128755 4630 124125 554 1148 23596 1061 20655 VICTORY DINNER 47755 22080 25675 5742 10212 176510 26710 149800 554 1148 29338 1061 30867 62968 86832 20847 8825 0 0.00000 20847 8825 8825 12022 AZ 0 THE ORGANIZATION IS EXEMPT FROM LICENSING IN ARIZONA (ARS 13-3302) 0 1 0 1.00000 JOANN SERRA 1636 N CENTRAL AVE PHOENIX AZ 85005 0 CAITLIN DEEGAN 3000 CAITLIN OVERSAW THE ORGANIZATIONS DEVELOPMENT TEAM AS THEY GENERATED INTEREST AND SOLD TICKETS FOR THE RAFFLE. X 0 COPPERPOINT MUTUAL INSUARANCE SUBSTANTIAL CONTRIBUTOR OPERATING CASH X 1589375 589449 0 1 1 589449 BLUE CROSSBLUE SHIELD OF AZ SUBSTANTIAL CONTRIBUTOR 159264 INSURANCE 0 X 7 147376 SALE X SUPPLIES 1 26351 X FOOD 1 289 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 SOLOISTS FEES: PROGRAM SERVICE EXPENSES 440,727. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 440,727. CONDUCTOR: PROGRAM SERVICE EXPENSES 98,182. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,182. MUSICIANS: PROGRAM SERVICE EXPENSES 64,952. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,952. DIRECTORS: PROGRAM SERVICE EXPENSES 25,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,900. ORCHESTRA PERSONNEL: PROGRAM SERVICE EXPENSES 19,493. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,493. MUSIC COACHES: PROGRAM SERVICE EXPENSES 18,256. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,256. OTHER OPERA FEES: PROGRAM SERVICE EXPENSES 15,870. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,870. PROJECTION/VIDEO DESIGNERS: PROGRAM SERVICE EXPENSES 8,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,000. DESIGNER: PROGRAM SERVICE EXPENSES 5,296. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,296. INSTRUMENT TUNING AND REPAIR: PROGRAM SERVICE EXPENSES 3,120. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,120. TECHNICAL SUPPORT: PROGRAM SERVICE EXPENSES 1,771. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,771. CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,923. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,923.