2026-05-13T11:02:28-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2024-07-01 237169261 ARIZONA OPERA COMPANY ARIZ 6022667464 1636 N CENTRAL AVENUE PHOENIX AZ 85004 BRIAN DEMARIS PRESIDENT & GENERAL DIRECTOR 6022667464 2026-05-11 1 0 COLETTE KAMPS P00367616 4808394900 2026-05-11 2024 2025-03-06 01:10:19Z BRIAN DEMARIS 1636 N CENTRAL AVE PHOENIX AZ 85004 10136772 0 X WWW.AZOPERA.ORG X 1971 AZ 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. 34 34 429 109 0 0 4791605 3094110 1337000 1197378 462950 257282 58547 -50969 6650102 4497801 0 0 0 0 3812882 2789726 0 0 765626 4410788 3085452 8223670 5875178 -1573568 -1377377 16278411 16510817 1067051 1515177 15211360 14995640 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 3687262 1197378 ARIZONA OPERA'S 2024/25 SEASON INCLUDED A REDUCED SEASON FORMAT WITH ONE FULLY STAGED OPERA, ONE SITE-SPECIFIC OPERA, A FAMILY OPERA AND A CONCERT OPERA, AS WELL AS A NUMBER OF EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS THAT EXTENDED THROUGHOUT THE YEAR. FALL 2024 INCLUDED A FAMILY-ORIENTED PERFORMANCE OF HECTOR ARMIENTA'S COYOTES AND RABBITS WITH PERFORMANCES HAPPENING IN AND AROUND PHOENIX AND TUCSON, ARIZONA, AS WELL AS THE ONE-PERSON OPERA TELLTALE HEART, AS PART OF THE BEYOND DOWNTOWN SERIES. THIS SERIES CONTINUED IN THE SPRING WITH MOZART'S THE SECRET GARDENER WITH PERFORMANCES AT TOHONO CHUL IN TUCSON AND THE MONROE STREET ABBEY IN PHOENIX BOTH PERFORMANCES WERE SOLD OUT. THE COMPANY PRODUCED PUCCINI'S LA BOHEME IN JANUARY AND FEBRUARY 2024, AND IN APRIL PRODUCED GIUSEPPE VERDI'S AIDA IN CONCERT, ACCOMPANIED BY A NEW FILM MADE WITH ARTIFICIAL INTELLIGENCE. IN ADDITION, ARIZONA OPERA'S NEXTGEN INITIATIVE CONTINUED ITS FOCUS ON DEVELOPING THE NEXT GENERATION OF OPERA ARTISTS AND AUDIENCES, INCLUDING A ROBUST SCHEDULE OF K-12 EDUCATIONAL AND COMMUNITY PROGRAMS, AND TRAINING PROGRAMS FOR EMERGING PROFESSIONALS. THESE PROGRAMS INCLUDED OUR IN-SCHOOL ARLYN M. BREWSTER OPERA UNITY TOUR THAT REACHES OVER 30,000 CHILDREN PER YEAR ACROSS THE STATE AND OUR STUDENT PREVIEW PERFORMANCES IN THEATER; OUR ELITE TRAINING PROGRAMS FOR YOUNG SINGERS AND THEATER TECHNICIANS, INCLUDE THE MARION ROOSE PULLIN STUDIO, WHICH GIVE SINGERS, PIANISTS AND STAGE DIRECTORS THE PROFESSIONAL EXPERIENCE THEY NEED TO LAUNCH THEIR CAREERS; AND A WIDE VARIETY OF COMMUNITY ENGAGEMENT AND ADULT EDUCATION OPPORTUNITIES THAT ALLOW US TO SERVE OUR COMMUNITY IN THE MOST FULSOME WAY POSSIBLE, WHETHER ONE BRAND NEW TO OPERA, OR A LIFELONG FAN. IN THE 2024/25 SEASON, ARIZONA OPERA SERVED APPROXIMATELY 12,000 ARIZONANS THROUGH IN-THEATER PERFORMANCES; OVER 35,000 K-12 STUDENTS THROUGH OUR EDUCATION PROGRAMS; AND NEARLY 10,000 RESIDENTS THROUGH OUR COMMUNITY PROGRAMS. 3687262 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 75 0 429 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRIAN DEMARIS 6022187326 1636 N CENTRAL AVENUE PHOENIX AZ 85004 DAVID HEAP CHAIR 2.00 X X 0 0 0 DR STEPHEN MUNK IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 KIMBERLY J KAUFFMAN VICE CHAIR 2.00 X X 0 0 0 ERIK PETERSON VICE CHAIR (THRU DEC 2024) 2.00 X X 0 0 0 ANDREA CRANE TREASURER 2.00 X X 0 0 0 DR JUDITH G WOLF SECRETARY 2.00 X X 0 0 0 HOWARD H BELL IV DIRECTOR 2.00 X 0 0 0 SUSAN ESCO CHANDLER DIRECTOR 2.00 X 0 0 0 JEAN S COOPER DIRECTOR 2.00 X 0 0 0 RICHARD CREATH DIRECTOR 2.00 X 0 0 0 MATTHEW ENGLE DIRECTOR 2.00 X 0 0 0 BARRY FINGERHUT DIRECTOR 2.00 X 0 0 0 NANCY FOSTER DIRECTOR 2.00 X 0 0 0 ROSIE GARCIA DIRECTOR 2.00 X 0 0 0 GARY GREENBAUM DIRECTOR 2.00 X 0 0 0 STEPHEN HARDY DIRECTOR 2.00 X 0 0 0 VIKIE HARITON DIRECTOR 2.00 X 0 0 0 DEBORRAH HIMSEL DIRECTOR 2.00 X 0 0 0 GARY JACKSON DIRECTOR 2.00 X 0 0 0 SHARON LANDIS DIRECTOR 2.00 X 0 0 0 MIRANDA LUMER DIRECTOR 2.00 X 0 0 0 BARBARA MARLER DIRECTOR 2.00 X 0 0 0 JENNY AUGER MAW DIRECTOR 2.00 X 0 0 0 KAY MCDOUGALL DIRECTOR 2.00 X 0 0 0 SHERRY MIDDLEMAS DIRECTOR 2.00 X 0 0 0 CASH NICKERSON DIRECTOR 2.00 X 0 0 0 DR HERSCHEL ROSENZWEIG DIRECTOR 2.00 X 0 0 0 JEANNETTE J SEGEL DIRECTOR 2.00 X 0 0 0 COLONEL RET KIMBERLEY SMITH DIRECTOR 2.00 X 0 0 0 SCOTT STALLARD DIRECTOR 2.00 X 0 0 0 HEATHER M STRICKLAND DIRECTOR 2.00 X 0 0 0 JENNY HOLSMAN TETREAULT DIRECTOR 2.00 X 0 0 0 KAREN WADMAN DIRECTOR 2.00 X 0 0 0 BRUCE WEBER DIRECTOR 2.00 X 0 0 0 ROMA WITTCOFF DIRECTOR 2.00 X 0 0 0 JOSEPH SPECTER PRES. & GENERAL DIRECTOR (THRU 4/25) 45.00 X 271875 0 8605 BRIAN DEMARIS PRESDIENT AND GENERAL DIRECTOR 45.00 X 0 0 0 JOANN SERRA DIRECTOR OF FINANCE, ADMINISTRATION 40.00 X 122500 0 8605 394375 0 17210 2 0 1 0 APFS STAFFING INC DBA ADDISON GROUP 7076 SOLUTIONS CENTER CHICAGO IL 60677 TEMPORARY LABOR-ADMINISTRATIVE SERVICES 133018 1 374081 63350 2656679 13109 3094110 TICKET SALES AND HANDLING FEES 711110 912125 912125 OTHER PROGRAM REVENUE 711110 137994 137994 COSTUME AND EQUIPMENT RENTAL 711110 125884 125884 EDUCATION INCOME 711110 21375 21375 1197378 130765 130765 5660909 5534392 126517 126517 126517 50360 374081 104579 -54219 -54219 3250 0 3250 3250 4497801 1197378 0 206313 412996 56378 192432 164186 1952415 1399007 237179 316229 17121 10279 4178 2664 228991 146091 49751 33149 178203 106988 43484 27731 145009 145009 75434 75434 34382 34382 64211 53561 10650 316489 316489 30320 30320 166143 141222 8307 16614 19750 19750 343978 287912 22194 33872 319395 283837 34873 685 25200 25200 434719 380404 31822 22493 55552 55552 ARTIST AND OTHER FEES 445535 445535 PRODUCTRION COSTS 377202 377202 MISCELLANEOUS EXPENSES 112800 32657 35387 44756 RECEPTIONS AND EVENTS 92286 92286 27047 26736 311 5875178 3687262 1422290 765626 288876 513545 154459 5075 760323 418010 21022 8107 6194737 4333916 1974623 1860821 159592 35363 3685855 12024700 9233661 1645196 16278411 16510817 611879 567517 285667 480594 1891 52726 167614 414340 1067051 1515177 X 1775562 1075702 13435798 13919938 15211360 14995640 16278411 16510817 X -1377377 359280 802377 X X 0 1 X 1 0 X 4724527 10934024 4272177 4791605 3094110 27816443 4724527 10934024 4272177 4791605 3094110 27816443 12942822 14873621 4084 30326 85779 63230 130765 314184 5543 3250 8793 232 3284 100076 748 104340 28243760 5127801 0.52660 0.58590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12765562 2000 1357243 830333 34382 13260090 4032345 7445023 2233769 918000 27575 12765562 3628682 76681 212640 92500 21842 4032345 2498247 1500200 -274802 76600 18363 3628682 1309058 902056 287133 2498247 0.00040 0.99960 1 0 1697101 904324 792777 3302301 3159611 142690 1195335 269981 925354 1860821 INVESTMENTS HELD AT AZ COMM FOUNDATION 12024700 F 12024700 BENEFICIAL INTEREST IN TRUSTS 1234487 OPERATING LEASE RIGHT OF USE ASSETS 410709 1645196 OPERATING LEASE LIABILITY 414340 414340 X 5645968 359280 802377 1161657 4484311 34382 -20892 13490 4497801 5861688 0 5861688 34382 -20892 13490 5875178 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS CONSIST OF 1 DONOR-RESTRICTED ENDOWMENT FUND ESTABLISHED FOR A VARIETY OF PURPOSES TO SUPPORT THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION 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 ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES GALA 347389 319419 27970 10556 32565 4367 25710 PHOENIX HOLIDAY LUNCHEON 37700 25970 11730 11334 1678 1 39352 28692 10660 17559 810 424441 374081 50360 10556 61458 4367 28198 104579 -54219 X X X 0 0 0 0 0 0 0 0 0 JOSEPH SPECTER PRES. & GENERAL DIRECTOR (THRU 4/25) 271875 0 0 0 0 0 0 0 8605 0 280480 0 0 0 PART I, LINE 3 THE PRESIDENT AND GENERAL DIRECTOR SETS THE SALARIES FOR ALL SENIOR STAFF MEMBERS. THE SALARY OF THE PRESIDENT AND GENERAL DIRECTOR OF THE ORGANIZATION IS COMPARED TO SIMILAR ORGANIZATIONS IN SIZE AS WELL AS OTHER INDEPENDENT DATA AND IS DETERMINED BY THE BOARD OF DIRECTORS. THE PRESIDENT AND GENERAL DIRECTOR AND THE ADMINISTRATION DO NOT PARTICIPATE IN THE REVIEW. THE BOARD REVIEWS COMPENSATION ON A REGULAR BASIS. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 BEFORE IT IS FILED. THE PRESIDENT AND GENERAL DIRECTOR AND BOARD CHAIR REVIEW AND APPROVE A DRAFT OF THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD GOVERNANCE COMMITTEE IS RESPONSIBLE FOR MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL ACKNOWLEDGEMENT AND DISCLOSURE REGARDING ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND GENERAL DIRECTOR SETS THE SALARIES FOR ALL SENIOR STAFF MEMBERS. THE SALARY OF THE PRESIDENT AND GENERAL DIRECTOR OF THE ORGANIZATION IS COMPARED TO SIMILAR ORGANIZATIONS IN SIZE AS WELL AS OTHER INDEPENDENT DATA AND IS DETERMINED BY THE BOARD OF DIRECTORS. THE PRESIDENT AND GENERAL DIRECTOR AND THE ADMINISTRATION DO NOT PARTICIPATE IN THE REVIEW. THE BOARD REVIEWS COMPENSATION ON A REGULAR BASIS. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 1023 IS NOT AVAILABLE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AS WELL AS THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUSTS 802,377. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR PERIOD. COPPER QUEEN PRODUCTIONS LLC 1636 NORTH CENTRAL AVE PHOENIX AZ 85004 PRODUCE AND ACQUIRE INTELLECTUAL PROPERTY, FILM AZ 0 0 ARIZONA OPERA COMPANY ARIZONA OPERA OVERTURE LLC 1636 NORTH CENTRAL AVE PHOENIX AZ 85004 ACQUIRE AND OPERATE A RENTAL PROPERTY MAINLY FOR THE BENEFIT OF ARTISTS AZ 0 0 ARIZONA OPERA COMPANY