2017-05-15T14:17:14-05:00 2016-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE STE 400 PHOENIX AZ 850044624 990 2015-07-01 237169261 ARIZONA OPERA COMPANY ARIZ 6022667464 1636 N CENTRAL AVE PHOENIX AZ 85004 JOSEPH SPECTER PRESIDENT AND GENERAL DIRECTOR 6022667464 2017-05-12 1 BRENDA BLUNT P00075126 6022645844 2017-05-12 2015 2021-01-29 14:40:06Z JOSEPH SPECTER 1636 N CENTRAL AVE PHOENIX AZ 85004 5610663 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 31 572 362 0 0 5747547 3158900 2286600 2226205 -32406 87 396824 90350 8398565 5475542 0 0 0 0 2382899 2513607 60647 50172 385858 3344948 3506084 5788494 6069863 2610071 -594321 5005118 3787366 3213435 2590004 1791683 1197362 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 4753617 2226205 AS A STATEWIDE COMPANY, ARIZONA OPERA (AZO) PERFORMS IN BOTH PHOENIX AND TUCSON; WE ARE THE ONLY COMPANY IN THE COUNTRY TO SERVE TWO MAJOR METROPOLITAN AREAS, AND WE PROVIDE THAT SERVICE WITH LESS THAN HALF OF THE BUDGET OF THE NEXT LARGEST COMPARABLE OPERA COMPANY IN THE US. 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 FLORENCIA EN EL AMAZONAS AND CRUZAR LA CARA DE LA LUNA. ARIZONA OPERA ALSO PROVIDES A WIDE VARIETY OF COMMUNITY PROGRAMMING, INCLUDING HERITAGE 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 40,000 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 FREE. 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 650 TICKETS WERE DONATED TO RETIRED AND ACTIVE DUTY SERVICEMEN THROUGH THE VET TIX PROGRAM. ADDITIONALLY, EACH YEAR ARIZONA OPERA DONATES MORE THAN 500 TICKETS 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. 4753617 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 1 197 0 1 572 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 RYAN TAYLOR GENERAL DIRECTOR (THROUGH 4/16) 40.00 X X 131111 0 0 JOSEPH SPECTER GENERAL DIRECTOR (BEGINNING 6/16) 40.00 X X 0 0 0 JOANN SERRA FINANCE DIRECTOR 40.00 X 83162 0 3825 214273 0 3825 1 0 0 0 0 20705 69777 3068418 57941 3158900 TICKET SALES 711110 2108766 2108766 TICKET HANDLING 711110 42380 42380 REHERSAL/AUDITION 711110 29069 29069 EQUIPMENT RENTAL 711110 21120 21120 EDUCATION 711110 16958 16958 7912 7912 2226205 87 87 56506 56506 0 0 121017 20705 60071 60946 60946 4665 1881 2784 2784 30651 16663 13988 13988 OTHER INCOME 900099 12632 0 12632 12632 5475542 2226205 0 90437 X 197967 197967 1815377 1540365 85060 189952 1320 1320 269065 133793 115940 19332 229878 168724 43889 17265 30732 30732 26998 26998 50172 50172 947565 937565 10000 550908 550908 117611 18 115262 2331 147578 107629 39949 46192 46192 116728 43631 73097 456030 422109 31999 1922 59836 59836 280497 246829 19372 14296 23086 23086 PRODUCTION COST 477831 477831 OTHER 109261 66293 42607 361 FUNDRAISING 90227 90227 MEMBERSHIP DUES 13274 13274 11730 11730 6069863 4753617 930388 385858 285596 157979 200000 19044 1792909 700806 2194 191479 182041 4126562 1399066 2532940 2727496 5005118 3787366 938217 823825 1175218 1016179 1100000 750000 3213435 2590004 X -286483 111611 1878166 885751 200000 200000 1791683 1197362 5005118 3787366 -594321 0 X 0 1 X 1 0 X 2313605 3214995 3000420 5747547 3158900 17435467 2618434 2751285 2426860 2641724 2226205 12664508 4932039 5966280 5427280 8389271 5385105 30099975 700732 1911302 1066161 3180872 1114088 7973155 248026 248026 700732 2159328 1066161 3180872 1114088 8221181 21878794 27578 1872 618 63 87 30218 27578 1872 618 63 87 30218 48812 41700 77718 168230 12632 12632 4959617 5968152 5476710 8431034 5475542 30311055 0.72180 0.72890 0.00100 0.00170 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 12,632. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200145 87 200232 200082 63 200145 200000 82 200082 1095775 618 913000 183393 1242309 1840 148374 1095775 0.00000 0.99880 0.00120 0 0 1655631 226944 1428687 1396143 503113 893030 1074788 669009 405779 2727496 X 2321203 11064 293 11357 2309846 3165696 3165696 5475542 6044716 11064 293 11357 6033359 36504 36504 6069863 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 THREE YEARS BACK AND THE BEGINNING BALANCE TWO 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 2D - OTHER ADJUSTMENTS: ADDITIONAL FUNDRAISING EXPENSE 293. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTED REVENUE 3,129,192. EXPENSES OF OPERA LEAGUES 36,504. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADDITIONAL FUNDRAISING EXPENSE 293. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES OF OPERA LEAGUES 36,504. X X X X X X X 1 TAYLAR DEVELOPMENT 219 N MILWAUKEE ST 5TH FLOOR MILWAUKEE WI 53202 TELEFUNDING 0 98905 50172 48733 98905 50172 48733 AZ OPERA BALL 109350 7475 101875 16361 13476 2068 13280 VICTORY DINNER 32372 13230 19142 280 11881 350 2375 141722 20705 121017 16641 25357 2418 15655 60071 60946 COPPERPOINT MUTUAL INSUARANCE SUBSTANTIAL CONTRIBUTOR OPERATING CASH X 1589375 700000 0 1 1 JUDY WOLF CURRENT BOARD MEMBER OPERATING CASH X 50000 50000 0 1 1 750000 BLUE CROSSBLUE SHIELD OF AZ SUBSTANTIAL CONTRIBUTOR 109321 INSURANCE 0 X 3 56506 SALE X SUPPLIES 1 1100 X FOOD 1 335 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED ON LINE 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 11 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 OTHER OPERA FEES: PROGRAM SERVICE EXPENSES 129,219. MANAGEMENT AND GENERAL EXPENSES 10,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 139,219. CONDUCTOR: PROGRAM SERVICE EXPENSES 93,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,000. ORCHESTRA PERSONNEL: PROGRAM SERVICE EXPENSES 12,476. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,476. DESIGNER: PROGRAM SERVICE EXPENSES 9,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,000. TECHNICAL SUPPORT: PROGRAM SERVICE EXPENSES 848. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 848. INSTRUMENT TUNING AND REPAIR: PROGRAM SERVICE EXPENSES 4,378. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,378. MUSICIANS: PROGRAM SERVICE EXPENSES 135,878. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,878. MUSIC COACHES: PROGRAM SERVICE EXPENSES 20,866. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,866. DIRECTORS: PROGRAM SERVICE EXPENSES 78,525. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,525. SOLOISTS FEES: PROGRAM SERVICE EXPENSES 453,375. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 453,375.