2024-05-13T17:21:53-05:00 2023-06-30 390859910 BAKER TILLY US LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2022-07-01 860367773 BALLET ARIZONA BALL 6023810184 2835 E WASHINGTON ST PHOENIX AZ 85034 JAMI KOZEMCZAK EXECUTIVE DIRECTOR 6023810184 2024-05-12 1 JAMI KOZEMCZAK 999009999 0 COLETTE KAMPS CPA P00367616 4808394900 2024-05-12 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMI KOZEMCZAK 2835 E WASHINGTON ST PHOENIX AZ 85034 15195574 0 X BALLETAZ.ORG X 1986 AZ TO IGNITE THE HUMAN SPIRIT THROUGH THE MAGIC OF DANCE 27 27 283 393 0 0 9573325 6881695 4413271 5517521 316767 382261 -24713 -59591 14278650 12721886 0 0 0 0 4631132 4969551 0 32080 593917 4315289 4805982 8946421 9807613 5332229 2914273 16135700 19335570 948044 965531 15187656 18370039 TO IGNITE THE HUMAN SPIRIT THROUGH THE MAGIC OF DANCE 0 0 5343060 4206571 BALLET PERFORMANCES THAT CONTRIBUTE TO DEVELOPMENT AND MAINTENANCE OF A PROFESSIONALLY RECOGNIZED RESIDENT BALLET COMPANY. THE ORGANIZATION PRESENTED ABOUT 70 PERFORMANCES WITH 69,767 ATTENDEES IN THE STATE OF ARIZONA DURING ITS REGULAR SEASON. 1242121 1269483 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 5100 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. 161482 102141 BALLET ARIZONA HAS SERVED ARIZONA COMMUNITIES BASED ON THE BELIEF THAT THE MAGIC OF A SINGLE PERFORMANCE HAS THE ABILITY TO 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. 6746663 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 0 0 0 0 0 0 0 0 0 1 71 0 283 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 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 DOUG BALL BOARD MEMBER 1.00 X 0 0 0 KRISTEN R BOILINI BOARD MEMBER 1.00 X 0 0 0 ASHLEY CASE BOARD MEMBER 1.00 X 0 0 0 FREDERICK COREY BOARD MEMBER 1.00 X 0 0 0 STEVEN DOUGLASS BOARD MEMBER 1.00 X 0 0 0 FAYED NUSAIRAT HEBA BOARD MEMBER 1.00 X 0 0 0 CHRISTEL HAYS BOARD MEMBER 1.00 X 0 0 0 JILL HEGARDT BOARD MEMBER 1.00 X 0 0 0 JENNY HOLSMAN-TETREAULT BOARD MEMBER 1.00 X 0 0 0 CAMILA IBARRA BOARD MEMBER 1.00 X 0 0 0 KAREN JURICHKO LOWELL BOARD MEMBER 1.00 X 0 0 0 BARB KATZ BOARD MEMBER 1.00 X 0 0 0 MARY ANN LUCIANO BOARD MEMBER 1.00 X 0 0 0 JANET MELAMED BOARD MEMBER 1.00 X 0 0 0 KARA MONTALVO BOARD MEMBER 1.00 X 0 0 0 VERONICA MOORE BOARD MEMBER 1.00 X 0 0 0 KIMBERLY PALTZIK BOARD MEMBER 1.00 X 0 0 0 MAHES PRASAD BOARD MEMBER 1.00 X 0 0 0 MERLE ROSSKAM BOARD MEMBER 1.00 X 0 0 0 JAMES SMITH BOARD MEMBER 1.00 X 0 0 0 DARYL GOSS WEIL BOARD MEMBER 1.00 X 0 0 0 VAN WOLF BOARD MEMBER 1.00 X 0 0 0 SARAH KIST BOARD MEMBER 1.00 X 0 0 0 MIKE BOLAR CHAIR 4.00 X X 0 0 0 CURTISS SMITH VICE CHAIR 4.00 X X 0 0 0 FLAVIA CAMPBELL SECRETARY 4.00 X X 0 0 0 PAUL HOMMERT TREASURER 4.00 X X 0 0 0 IB ANDERSEN ARTISTIC DIRECTOR 40.00 X 299415 0 6873 JAMI KOZEMCZAK EXECUTIVE DIRECTOR 40.00 X 137423 0 6873 MARIA SIMONETTI REHEARSAL & SCHOOL DIRECTO 40.00 X 112140 0 6873 548978 0 20619 3 0 1 0 CAPACITY INTERACTIVE 82 NASSAU ST PMB 60283 NEW YORK NY 10038 DIGITIAL MARKETING CONSULTANT 626582 PHOENIX SYMPHONY ORCHESTRA 1 FIRST STREET PHOENIX AZ 85012 MUSIC FOR PERFORMANCES 460000 VANTIV 8500 GOVERNORS HILL DR SYMMES TOWNSHIP OH 45249 CARD PROCESSING AND E-COMMERCE PAYMENT G 133788 CORPUS COMMUNICATION 14747 N NORTHSIGHT BLVD 111 333 SCOTTSDALE AZ 85260 PRINTING, MARKETING, AND POSTAGE 106005 URIAS COMMUNICATIONS LLC 5343 N 16TH STREET STE 240 PHOENIX AZ 85016 ADVERTISING, MARKETING, AND PUBLIC RELAT 103458 5 469042 1045399 5367254 4097 6881695 TICKET SALES 711120 3691513 3691513 BALLET SCHOOL TUITION 611600 1269483 1269483 TICKET HANDLING FEES 711120 454384 454384 OTHER PROGRAM REVENUE 91812 91812 COMMUNITY ENGAGEMENT 10329 10329 5517521 407633 407633 2182000 2207372 -25372 -25372 -25372 59595 469042 179860 -120265 -120265 147130 86456 60674 60674 12721886 5578195 0 261996 419084 274788 144296 3318315 2646815 414617 256883 783073 478004 263633 41436 449079 273272 152454 23353 3122 3122 118032 118032 32080 32080 34847 34847 286920 36623 230360 19937 702792 72575 622976 7241 163489 76866 36617 50006 192111 192111 293928 256875 23314 13739 106580 84620 15789 6171 285349 265868 12347 7134 55391 51832 2407 1152 PRODUCTION COST 2039833 1973969 64620 1244 BANK FEES 213169 24008 181532 7629 PUBLICATION 185920 27714 111134 47072 MISCELLANEOUS 96385 6741 19866 69778 28114 3982 15070 9062 9807613 6746663 2467033 593917 3868265 1913469 2507046 2056283 813734 3258098 9359 110057 543210 23683 12709 92643 138652 7440774 4569112 3034329 2871662 4861856 8856529 14225 14225 367350 103886 16135700 19335570 482524 410577 465520 456921 0 98033 948044 965531 X 9627676 9759427 5559980 8610612 15187656 18370039 16135700 19335570 2914273 268110 0 X 0 1 X 1 0 X 2375548 4547007 4584025 9573325 6881695 27961600 2375548 4547007 4584025 9573325 6881695 27961600 6154168 21807432 207880 169352 289365 337048 407633 1411278 29372878 20552663 0.74240 0.78490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5231864 2537428 569945 189000 34846 8115391 4888722 1237717 -669392 189001 36182 5231864 4606871 1500 1142795 831061 31383 4888722 4670922 -32063 31888 4606871 4732822 12252 155124 198000 31276 4670922 0.15000 0.85000 0 0 3965034 1578447 2386587 3379640 2981943 397697 96100 8722 87378 2871662 OPERATING LEASE LIABILITIES 98033 98033 X 13139732 268110 161196 429306 12710426 34847 -23387 11460 12721886 9957349 161196 23387 184583 9772766 34847 34847 9807613 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, 2023, THE BALLET HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -23,387. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 23,387. X X 1 GOOD WORKS GRANT WRITING 328 E BRAEBURN DR PHOENIX AZ 85022 GRANT APPLICATIONS AND PROPOSALS 0 1979840 32080 1947760 1979840 32080 1947760 AZ GALA 528637 469042 59595 24707 68195 3750 83208 528637 469042 59595 24707 68195 3750 83208 179860 -120265 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION UTILIZED THE SERVICES OF A PROFESSIONAL GRANT WRITER TO ASSIST WITH GRANT APPLICAITONS AND PROPOSALS. X X X 0 0 0 0 0 0 0 0 0 IB ANDERSEN ARTISTIC DIRECTOR 267915 0 0 0 31500 0 0 0 6873 0 306288 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.