2016-05-16T16:25:27-05:00 2015-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE SUITE 400 PHOENIX AZ 850044527 990 2014-07-01 237169261 ARIZONA OPERA COMPANY ARIZ 6022667464 1636 N CENTRAL AVE PHOENIX AZ 85005 ROBERT TANCER BOARD CHAIRMAN 6022667464 2016-05-13 1 BRENDA BLUNT P00075126 6022645844 2016-05-13 2014 2016-08-17 19:52:53Z ROBERT TANCER 1636 N CENTRAL AVE PHOENIX AZ 85005 8697592 0 X N/A X 1971 AZ ARIZONA OPERA ELEVATES THE TRANSFORMATIVE POWER OF STORY TELLING THROUGH MUSIC CULTIVATING COMMUNITY AND STRENGTHENING A STATE AND PEOPLE AS ADVENTURIOUS AND DIVERSE AS THE PLACE THEY CALL HOME. 25 24 515 0 0 0 3156429 5747547 2392176 2286600 173 -32406 197579 396824 5746357 8398565 0 0 0 0 2287991 2382899 0 60647 422958 2965292 3344948 5253283 5788494 493074 2610071 3356783 5005118 4175171 3213435 -818388 1791683 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 4585107 2641724 OPERA PERFORMANCES DURING THE 2013 / 2014 SEASON WITH APPROXIMATELY FIFTY THOUSAND ATTENDEES IN TWO CITIES. 4585107 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 40 0 1 515 1 0 0 0 0 0 1 1 0 0 0 0 X 25 24 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 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 RYAN TAYLOR GENERAL DIRECTOR 40.00 X X 129583 0 6094 JOANN SERRA FINANCE DIRECTOR 40.00 X 80000 0 5400 209583 0 11494 1 0 0 0 0 200 32100 118583 5596664 5747547 TICKET SALES 711110 2188468 2188468 EQUIPMENT RENTAL 711110 79886 79886 TICKET HANDLING 711110 18246 18246 2286600 63 63 129899 129899 32469 0 -32469 -32469 -32469 155581 32100 122962 32619 32619 22778 13697 9081 9081 OTHER INCOME 900099 355124 355124 355124 8398565 2641724 0 9294 X 221077 221077 1723801 1428390 87306 208105 167958 128221 20774 18963 270063 161783 91091 17189 305 305 1016 1016 27000 27000 60647 60647 749226 739226 10000 507027 507027 40814 37859 2955 137297 105917 31380 300048 300048 150338 50465 99873 411024 380687 26751 3586 70739 70739 203928 170707 19094 14127 31362 31362 PRODUCTION COST 534714 534687 27 FUNDRAISING 95656 95656 OTHER 60782 66564 -7512 1730 MEMBERSHIP DUES 12287 12287 11385 11385 5788494 4585107 780429 422958 279006 285596 183475 200000 317807 1792909 2194 183249 191479 3651506 1118566 2393246 2532940 3356783 5005118 680408 938217 1330959 1175218 175000 1100000 1988804 4175171 3213435 X -1423390 -286483 421609 1878166 183393 200000 -818388 1791683 3356783 5005118 2610071 0 X 0 1 X 1 0 X 1536999 2313605 3214995 3000420 5747547 15813566 2676857 2618434 2751285 2426860 2641724 13115160 4213856 4932039 5966280 5427280 8389271 28928726 634606 700732 1911302 1066161 3180872 7493673 248026 248026 634606 700732 2159328 1066161 3180872 7741699 21187027 19397 27578 1872 618 63 49528 19397 27578 1872 618 63 49528 48812 41700 90512 4233253 4959617 5968152 5476710 8431034 29068766 0.72890 0.81480 0.00170 0.00280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200082 63 200145 200000 82 200082 1095775 618 913000 183393 1242309 1840 148374 1095775 1242309 1242309 0.00000 0.99930 0.00070 0 0 1655631 160090 1495541 951529 550506 401023 1044346 407970 636376 2532940 X 2650868 89305 32469 121774 2529094 5869471 5869471 8398565 5874414 89305 32469 121774 5752640 35854 35854 5788494 PART V, LINE 4: THE ENDOWMENT FUNDS HAVE BEEN ESTABLISHED FOR A VARIETY OF PURPOSES. ALSO, PLEASE NOTE THAT THE DIFFERENCE BETWEEN THE ENDING BALANCE TWO YEARS BACK AND THE BEGINNING BALANCE IN THE PRIOR YEAR 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: LOSS ON DISPOSAL OF EQUIPMENT 32,469. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTED REVENUE 5,833,617. EXPENSES OF OPERA LEAGUES 35,854. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF EQUIPMENT 32,469. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES OF OPERA LEAGUES 35,854. 0 M J S ENTERPRISES 13436 E DESERT TRAIL SCOTTSDALE AZ 85259 DEVELOPMENT CONSULTANT 0 149000 0 149000 TAYLAR DEVELOPMENT 219 N MILWAUKEE ST 5TH FLOOR MILWAUKEE WI 53202 TELEFUNDING 0 71689 26070 45619 220689 26070 194619 OPERA BALL 128017 12100 115917 23044 31083 7301 17336 CURTAIN DINNER 59664 20000 39664 44198 187681 32100 155581 23044 31083 7301 61534 122962 32619 COPPERPOINT MUTUAL INSUARANCE SUBSTANTIAL CONTRIBUTOR OPERATING CASH X 1589375 1100000 0 1 1 1100000 BLUE CROSSBLUE SHIELD OF AZ SUBSTANTIAL CONTRIBUTOR 101502 INSURANCE 0 X 8 124899 SALES PRICE X SENIC CORNICES AND DRAPERY 1 5000 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED ON PART I, COL. (B) IS THE NUMBER OF CONTRIBUTIONS. 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 ORGANZIATION, 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. 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 84,427. MANAGEMENT AND GENERAL EXPENSES 10,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 94,427. CONDUCTOR: PROGRAM SERVICE EXPENSES 73,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,750. ORCHESTRA PERSONNEL: PROGRAM SERVICE EXPENSES 15,764. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,764. DESIGNER: PROGRAM SERVICE EXPENSES 18,404. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,404. TECHNICAL SUPPORT: PROGRAM SERVICE EXPENSES 5,657. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,657. INSTRUMENT TUNING AND REPAIR: PROGRAM SERVICE EXPENSES 4,148. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,148. MUSICIANS: PROGRAM SERVICE EXPENSES 143,140. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 143,140. MUSIC COACHES: PROGRAM SERVICE EXPENSES 17,960. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,960. DIRECTORS: PROGRAM SERVICE EXPENSES 57,325. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,325. OPERA PERSONNEL: PROGRAM SERVICE EXPENSES 318,651. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 318,651.