2026-04-22T11:33:36-05:00 2025-06-30 994609071 POPEWALLER PLLC 8840 EAST CHAPARRAL RD STE 210 SCOTTSDALE AZ 85250 990 2024-07-01 860367773 BALLET ARIZONA BALL 6023810184 2835 E WASHINGTON ST PHOENIX AZ 85034 JAMI KOZEMCZAK EXECUTIVE DIRECTOR 6023810184 2026-04-20 1 1 ERIC STELZER CPA P02455835 9898916562 2026-04-20 2024 2025-03-06 01:10:19Z JAMI KOZEMCZAK 2835 E WASHINGTON ST PHOENIX AZ 85034 13583990 0 X BALLETAZ.ORG X 1986 AZ TO IGNITE THE HUMAN SPIRIT THROUGH THE MAGIC OF DANCE. THE ORGANIZATION ACHIEVES THIS THROUGH 6 PROFESSIONAL PRODUCTIONS PERFORMED AT SYMPHONY HALL, THE ORPHEUM THEATRE AND DESERT BOTANICAL GARDEN; CLASSES HELD BY THE SCHOOL OF BALLET ARIZONA, AND FREE AND ACCESSIBLE COMMUNITY ENGAGEMENT PROGRAMS THROUGHOUT THE VALLEY ENSURING THAT THE BEAUTY OF THIS ART FORM IS AVAILABLE FOR ALL. 31 31 270 250 0 0 4316336 5742587 5381662 6564902 634925 970493 -160512 47156 10172411 13325138 0 0 0 0 5580179 5966679 23175 36125 810268 5337205 5832687 10940559 11835491 -768148 1489647 19231112 21367702 1033676 929312 18197436 20438390 TO IGNITE THE HUMAN SPIRIT THROUGH THE MAGIC OF DANCE. BALLET ARIZONA'S VISION IS BALLET FOR EVERYONE. 0 0 6354274 5327068 BALLET PERFORMANCES THAT CONTRIBUTE TO THE DEVELOPMENT AND MAINTENANCE OF A PROFESSIONALLY RECOGNIZED RESIDENT BALLET COMPANY. THE ORGANIZATION PRESENTED ABOUT 73 PERFORMANCES WITH 74,112 ATTENDEES IN THE STATE OF ARIZONA DURING ITS REGULAR SEASON. 1526807 1209770 THE SCHOOL OF BALLET ARIZONA IS THE ORGANIZATION'S OFFICIAL TRAINING INSTITUTE. OVER 400 STUDENTS AGES FOUR AND OLDER PARTICIPATED IN BEGINNER THROUGH ADVANCED LEVEL PROGRAMS, INCLUDING PRE-PROFESSIONAL AND RECREATIONAL OFFERINGS. DURING THIS FISCAL YEAR, STUDENTS TOOK ABOUT 5,100 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. 425746 138920 BALLET ARIZONA HAS SERVED ARIZONA COMMUNITIES BASED ON THE BELIEF THAT THE MAGIC OF A SINGLE PERFORMANCE CAN CHANGE LIVES. BALLET ARIZONA OFFERS A WIDE VARIETY OF COMMUNITY ENGAGEMENT PROGRAMS THAT SEEK TO EDUCATE COMMUNITIES ABOUT THIS TRANSFORMATIVE POWER OF DANCE. THROUGH OUR WORK WE STRIVE TO EMPOWER INDIVIDUALS TO ENGAGE MORE DEEPLY WITH THE ART FORM AND ELIMINATE THE BARRIERS TO PARTICIPATION THAT PREVENT PEOPLE FROM EXPERIENCING DANCE. BALLET ARIZONA OFFERS 15 PROGRAMS DURING ITS REGULAR SEASON INCLUDING FIELD TRIP OPPORTUNITIES, COMMUNITY PRESENTATIONS, AFTER SCHOOL RESIDENCIES, AND CREATIVE AGING PROGRAMS. 8306827 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 92 0 270 1 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X X THE ORGANIZATION 6023810184 2835 E WASHINGTON ST PHOENIX AZ 85034 X DOUG BALL BOARD MEMBER 1.00 X 0 0 0 KATIE BARGETTO BOARD MEMBER 1.00 X 0 0 0 LISA BELL BOARD MEMBER 1.00 X 0 0 0 KRISTEN BOILINI BOARD MEMBER 1.00 X 0 0 0 CARLA COHEN BOARD MEMBER 1.00 X 0 0 0 HOLLIE CRIM BOARD MEMBER 1.00 X 0 0 0 STEPHEN HARDY BOARD MEMBER 1.00 X 0 0 0 ELENI HAUPTMAN BOARD MEMBER 1.00 X 0 0 0 BARBARA KATZ BOARD MEMBER 1.00 X 0 0 0 JOHN KINSER BOARD MEMBER 1.00 X 0 0 0 KAREN JURICHKO LOWELL BOARD MEMBER 1.00 X 0 0 0 MARY ANN LUCIANO BOARD MEMBER 1.00 X 0 0 0 VERONICA MOORE BOARD MEMBER 1.00 X 0 0 0 CHRISTEL MOSBY BOARD MEMBER 1.00 X 0 0 0 TRACY OLSON BOARD MEMBER 1.00 X 0 0 0 KIM PALTZIK BOARD MEMBER 1.00 X 0 0 0 GREGORY PUCKETT BOARD MEMBER 1.00 X 0 0 0 MERLE ROSSKAM BOARD MEMBER 1.00 X 0 0 0 MACK SCHWING BOARD MEMBER 1.00 X 0 0 0 JENNIFER HOLSMAN TETREAULT BOARD MEMBER 1.00 X 0 0 0 RUTH WHITEHEAD BOARD MEMBER 1.00 X 0 0 0 G VAN VELSOR WOLF JR BOARD MEMBER 1.00 X 0 0 0 BRADLEY WYATT BOARD MEMBER 1.00 X 0 0 0 CURTISS SMITH CHAIR 4.00 X X 0 0 0 PAUL HOMMERT VICE CHAIR 4.00 X X 0 0 0 FREDERICK C COREY TREASURER 4.00 X X 0 0 0 ASHLEY CASE SECRETARY 4.00 X X 0 0 0 KATHERINE HURD BOARD MEMBER 1.00 X 0 0 0 SARAH KIST BOARD MEMBER 1.00 X 0 0 0 KARA MONTALVO BOARD MEMBER 1.00 X 0 0 0 MIKE BOLAR BOARD MEMBER 1.00 X 0 0 0 DANIELA CARDIM ARTISTIC DIRECTOR (ENTERED 7/24) 40.00 X 100962 0 0 JAMI KOZEMCZAK EXECUTIVE DIRECTOR 45.00 X 177500 0 6883 MARIA SIMONETTI REHEARSAL & SCHOOL DIRECTOR 40.00 X 112665 0 6873 STEVEN HENDERSON DIRECTOR OF PHILANTHROPY 40.00 X 120000 0 0 511127 0 13756 4 0 1 0 PHOENIX SYMPHONY ORCHESTRA 1 FIRST STREET PHOENIX AZ 85012 MUSIC FOR PERFORMANCES 714217 CAPACITY INTERACTIVE 82 NASSAU ST PMB 60283 NEW YORK NY 10038 DIGITAL MARKETING CONSULTANT 627379 PHOENIX CONVENTION CENTER 100 N 3RD ST PHOENIX AZ 85004 VENUE RENTALS 319744 BRIGHT EVENT RENTALS 3103 E BROADWAY RD STE 400 PHOENIX AZ 85040 EVENT RENTALS 179873 CLEARWING PRODUCTIONS ARIZONA LLC 4025 W BUCKEYE RD PHOENIX AZ 85009 EVENT PRODUCTION 160444 6 294620 219060 5228907 25976 5742587 TICKET SALES 711120 4662954 4662954 BALLET SCHOOL TUITION 611600 1209770 1209770 TICKET HANDLING FEES 711120 553258 553258 OTHER PROGRAM REVENUE 900099 126393 126393 COMMUNITY ENGAGEMENT 900099 12527 12527 6564902 970493 970493 95559 294620 159259 -63700 -63700 210449 99593 110856 110856 13325138 6675758 0 906793 346390 174288 172102 4240417 3364042 513392 362983 990756 716751 210246 63759 389116 278142 86232 24742 20693 20693 137823 137823 36125 36125 55038 55038 364200 41850 314091 8259 782931 93347 584514 105070 77838 31373 41497 4968 206782 116455 32344 57983 221209 221209 594533 562973 19863 11697 209161 178770 29936 455 291030 271161 12593 7276 50359 46921 2179 1259 PRODUCTION COST 1837912 1721830 115708 374 BANK FEES 228038 25722 192810 9506 MISC 169111 49641 46985 72485 PUBLICATION 163966 31522 90645 41799 422063 380830 39705 1528 11835491 8306827 2718396 810268 313347 234689 2093059 913970 1741284 2736230 108779 133849 17808 38745 96274 220135 8261335 5121352 2931535 3139983 11883330 13858863 45696 91238 19231112 21367702 442219 358136 548307 476288 43150 94888 1033676 929312 X 8458646 8756596 9738790 11681794 18197436 20438390 19231112 21367702 X 1489647 579075 15755 156477 X 0 1 X 1 0 X 4584025 9573325 6881695 4316336 5742587 31097968 4584025 9573325 6881695 4316336 5742587 31097968 7963143 23134825 289365 337048 407633 536610 970493 2541149 33639117 23910946 0.68770 0.74680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10261344 221406 1432178 315000 55038 11544890 8115391 1356319 1071211 240000 41577 10261344 5231864 2537428 569945 189000 34846 8115391 4888722 1237717 -669392 189001 36182 5231864 4606871 1500 1142795 831061 31383 4888722 0.16087 0.83913 0 0 3965034 1899150 2065884 3727657 3154834 572823 568644 67368 501276 3139983 OPERATING LEASE LIABILITY 88888 DEPOSITS HELD 6000 94888 X 14030773 579075 25121 156477 760673 13270100 55038 55038 13325138 11789819 9366 9366 11780453 55038 55038 11835491 PART V, LINE 4: EARNINGS ON THE ENDOWMENT FUNDS ARE UNRESTRICTED AND ARE USED TO SUPPORT THE PROGRAMS OF THE ORGANIZATION, IN ACCORDANCE WITH THE ORGANIZATION'S ENDOWMENT SPENDING POLICY. 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, 2025, THE BALLET HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GREEN ENERGY PROJECT TAX CREDIT 156,477. X X 1 GOOD GRANTS GRANT WRITING 328 E BRAEBURN DR PHOENIX AZ 85022 GRANT APPLICATIONS AND PROPOSALS 0 3429994 33615 3396379 3429994 33615 3396379 AZ GALA 332568 259168 73400 13883 46718 650 96525 EN POINTE 57611 35452 22159 1308 175 390179 294620 95559 13883 46718 1958 96700 159259 -63700 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION UTILIZED THE SERVICES OF A PROFESSIONAL GRANT WRITER TO ASSIST WITH GRANT APPLICATIONS AND PROPOSALS. X X X X 0 0 0 0 0 0 0 0 0 JAMI KOZEMCZAK EXECUTIVE DIRECTOR 177500 0 0 0 0 0 0 0 6883 0 184383 0 0 0 X 9979 THRIFT SHOP VALUE X SILENT AUCTION ITEMS 30 15997 COST 0 0 0 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 ARTISTIC DIRECTORS. THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR ARE BASED UPON THE INDIVIDUAL'S 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 VII, SECTION A, LINE 1A: COMPENSATION REPORTED FOR DANIELA CARDIM IS FOR THE PERIOD OF JULY 1ST, 2024 TO DECEMBER 31ST, 2024. FORM 990, PART XI, LINE 9: GREEN ENERGY PROJECT TAX CREDIT 156,477.