2022-05-10T12:55:53-05:00 2021-06-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2020-07-01 860211777 ARIZONA THEATRE COMPANY ARIZ 5208848210 PO BOX 1631 TUCSON AZ 85702 NORA HANNAH TREASURER 5208848210 2022-05-09 1 NORA HANNAH 999009999 MONICA A VERA CPA P01456278 5203214600 2022-05-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z GERALDINE WRIGHT PO BOX 1631 TUCSON AZ 85702 5627173 0 X ARIZONATHEATRE.ORG X 1966 AZ ATC'S PERFORMANCES BRING PEOPLE TOGETHER ON OUR STAGES TO EXPERIENCE ESSENTIAL STORIES, FROM REIMAGINED CLASSICS TO CONTEMPORARY PLAYS, ORIGINAL WORKS, AND INNOVATIVE MUSICALS, FOSTERING CONTINUED CONVERSATION BEYOND THE THEATRE WALLS. MORE THAN 130,000 PEOPLE EACH YEAR ATTEND PERFORMANCES, STUDENT MATINEES, AND COMMUNITY EVENTS IN TUCSON AND PHOENIX. 16 14 215 268 0 0 3050568 4475332 3632990 44863 1178 437841 -41419 203 6643317 4958239 2030 1000 0 0 4162210 1957713 0 0 302993 3702329 1048729 7866569 3007442 -1223252 1950797 2131753 2336661 4368179 2622077 -2236426 -285416 X TO CREATE WORLD-CLASS THEATRE ABOUT WHAT IT MEANS TO BE ALIVE TODAY, INSPIRING CURIOSITY AND CREATIVITY, SPARKING EMPATHY AND JOY, BRINGING ALL ARIZONANS TOGETHER. 0 0 1594444 44863 MAINSTAGE PRODUCTIONS: ARTISTICALLY, WE ENSURE THAT ARIZONA IS PART OF THE NATIONAL THEATRE SCENE BY PRODUCING SIX VIRTUOSIC MAINSTAGE PRODUCTIONS ANNUALLY WITH NATIONALLY AND LOCALLY RECOGNIZED THEATRE ARTISTS THAT KEEP ARIZONA CURRENT AND PART OF THE NATIONAL, REGIONAL THEATRE INDUSTRY. UNLIKE ALL OTHER LORT PROFESSIONAL THEATRES IN THE COUNTRY, ATC OPERATES IN TWO MAJOR ARIZONA CITIES. ATC'S ARTISTIC DIRECTOR, SEAN DANIELS, LEADS OUR ARTISTIC VISION AND IS PASSIONATE ABOUT CREATING WORK THAT REFLECTS THE COMMUNITY WE LIVE IN AS A VEHICLE TO TELL OUR STORIES WHILE STRENGTHENING ATC'S CRUCIAL ROLE IN THE CULTURAL ECOLOGY OF OUR REGION. 78547 NEW PLAY DEVELOPMENT: ATC'S NEW WORKS PROGRAM IS PART OF OUR OVERALL DIRECTION TO BECOME A NATIONAL, THEATRICAL LEADER BY FOSTERING KEY VOICES OF PLAYWRIGHTS FROM ACROSS ARIZONA AND THE COUNTRY. WE PROVIDE PLAYWRIGHTS A PLACE TO DEVELOP THEIR WORK THROUGH WORKSHOPS AND READINGS. DEVELOPING NEW PLAYS THAT PREMIERE ON ATC'S STAGES AND THEN ENTER INTO THE AMERICAN CANON IS ONE OF OUR KEY STRATEGIES. WE CREATE SHOWS THAT OPEN ON OUR STAGES IN ARIZONA THEN TRAVEL ONTO NEW YORK AND OTHER LOCATIONS. 55381 1000 EDUCATION OUTREACH: OUR EDUCATION AND COMMUNITY ENGAGEMENT INITIATIVES REACH OVER 30,000 INDIVIDUALS EACH YEAR. WE PROVIDE DYNAMIC YEAR-ROUND PROGRAMMING TARGETING STUDENTS AND COMMUNITY MEMBERS FROM DIVERSE POPULATIONS. EXAMPLES OF PROGRAMING OFFERED: STUDENT MATINEE SERIES, ENCOMPASSES PRE-PERFORMANCE CLASSROOM VISITS, LIVE PERFORMANCES, AND POST-SHOW DISCUSSIONS. ON-DEMAND FOR CLASSROOM VIEWING IS A VIRTUAL VIEWING OF ATC PRODUCTIONS SUPPORTED BY VIRTUAL CLASSROOM VISITS AND PRE AND POST-SHOW DISCUSSIONS. DAVID IRA GOLDSTEIN ARTIST IN RESIDENCY, EXPERT TEACHING ARTISTS, TRAVEL TO CLASSROOMS ALL OVER ARIZONA TO HELP STUDENTS UNLEASH THEIR INNER STORYTELLER. ATCTEEN, AN ARTISTIC LEADERSHIP PROGRAM THAT ALLOWS STUDENTS THE OPPORTUNITY TO CREATE THEIR OWN PROJECTS. SUMMER ON STAGE/SUMMER BACKSTAGE, A SIX-WEEK INTENSIVE THEATRE TRAINING PROGRAM FOR STUDENTS THAT EXPLORES ALL AREAS OF THEATRE-MAKING FROM PERFORMANCE TO DESIGN AND TECHNICAL THEATRE. JTED ANNUAL MASTERCLASS AND JTED ADVISORY, EACH SEASON ATC HOSTS STUDENTS FROM JTED FOR A MASTERCLASS IN VARIOUS THEATRE TECH AND DESIGN DISCIPLINES. ATC STAFF MEMBERS ARE MEMBERS OF THE JTED ADVISORY FOR TECHNICAL THEATRE AND DIRECTLY INFLUENCE THE PRIORITIES OF THE CURRICULUM. THE ACADEMY IS DESIGNED TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR THOSE SEEKING A DEEPER UNDERSTANDING OF THE CRAFT THEATER BY OFFERING CLASSES TAUGHT BY VISITING ARTISTS, LOCAL ARTISTS, AND PROFESSIONALS FROM AROUND THE COUNTRY. 1728372 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 77 0 1 215 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 14 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X GERALDINE WRIGHT 5202092721 PO BOX 1631 TUCSON AZ 85702 SEAN DANIELS ARTISTIC DIRECTOR 40.00 X X 141998 0 14951 GERALDINE WRIGHT MANAGING DIRECTOR 40.00 X X 130732 0 7596 BILLY RUSSO FORMER MANAGING DIRECTOR 40.00 X 104254 0 6672 KELLY BARR TRUSTEE 2.00 X 0 0 0 DEANNA EVENCHIK-BRAV TRUSTEE 2.00 X 0 0 0 DR MARY JO GHORY TRUSTEE 2.00 X 0 0 0 JEFF GULDNER TRUSTEE 2.00 X 0 0 0 STEPHEN HEITZ TRUSTEE 2.00 X 0 0 0 GARY JACKSON TRUSTEE 2.00 X 0 0 0 ADAM JAMES MICHAEL TRUSTEE 2.00 X 0 0 0 KAY OLIVER TRUSTEE 2.00 X 0 0 0 KAREN PETERS TRUSTEE 2.00 X 0 0 0 ERICA STUTMAN TRUSTEE 2.00 X 0 0 0 CHAR AUGENSTEIN CHAIR 10.00 X X 0 0 0 PAT ENGELS CHAIR-ELECT 5.00 X X 0 0 0 JOANIE FLATT SECRETARY 5.00 X X 0 0 0 NORA HANNAH TREASURER 5.00 X X 0 0 0 376984 0 29219 3 1 1 0 YOUR PART TIME CONTROLLER 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING 146228 TAMS-WITMARKCONCORD THEATRICALS 229 W 28TH STREET 11TH FLOOR NEW YORK NY 10001 ROYALTIES 103113 2 1154560 3320772 116396 4475332 OTHER 711110 33670 33670 FACILITY RENTALS 711110 11193 11193 44863 365 365 203 203 106 1106304 0 668934 106 437370 437476 437476 4958239 44863 0 438044 1000 1000 349550 146868 162468 40214 1329134 935344 192360 201430 1298 1298 143928 114865 11265 17798 133803 86852 27606 19345 450 450 186 186 157383 157383 99920 93547 6373 53702 46717 1261 5724 45773 30192 11045 4536 72501 72501 3930 3930 297758 186897 110861 13398 5752 6593 1053 407 291 116 30457 30457 70646 57691 12955 33581 33581 DUES, FEES AND TAXES 115630 6577 101219 7834 EQUIPMENT 24288 3166 21122 MISCELLANEOUS 19634 1354 16012 2268 PRODUCTION EXPENSES 6410 6322 88 2675 2675 3007442 1728372 976077 302993 1149634 1467716 0 425630 13985 48028 4620 2790 71308 160395 908401 744885 816299 163516 3360 1748 72547 66838 2131753 2336661 562848 152754 2948501 2469323 856830 0 4368179 2622077 X -2593056 -711046 356630 425630 -2236426 -285416 2131753 2336661 1950797 213 0 X 0 1 X 1 0 X 3641887 2288752 3494900 3050568 4475332 16951439 4659552 4836853 4909040 3632990 44863 18083298 192445 88884 20070 60966 0 362365 228125 228125 228125 228125 111090 1023590 8722009 7442614 8652135 6972649 4631285 36420692 808899 371000 1391000 1054000 178304 3803203 0 808899 371000 1391000 1054000 178304 3803203 32617489 144 1802 2278 1649 568 6441 144 1802 2278 1649 568 6441 8722153 7444416 8654413 6974298 4631853 36427133 0.89540 0.86690 0.00020 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106630 106630 55800 50830 106630 55800 55800 70800 15000 55800 70800 70800 1.00000 0 0 4660 4660 110540 107075 3465 758775 603384 155391 34426 34426 0 163516 X 5117737 213 159285 159498 4958239 0 4958239 3166727 159285 159285 3007442 0 3007442 PART V, LINE 4: THE THEATRE'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENTS INCLUDE BOTH DONOR-RESTRICTED FUNDS AND, AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS THAT ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: FINANCIAL STATEMENT ASC 740 FOOTNOTE: THE THEATRE IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL (INTERNAL REVENUE CODE SECTION 501(C)(3)) AND ARIZONA INCOME TAX LAWS. THE THEATRE IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IS MADE. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE THEATRE'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). FROM TIME TO TIME, THE THEATRE MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH ARE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSES, IF THEY OCCUR. X X 0 0 0 0 0 0 0 0 0 SEAN DANIELS ARTISTIC DIRECTOR 141998 0 0 0 0 0 0 0 14951 0 156949 0 0 0 BILLY RUSSO FORMER MANAGING DIRECTOR 104254 0 0 0 0 0 0 0 6672 0 110926 0 0 0 X 5 48783 FMV X WEBSITE DESIGN 1 67613 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED ON MARCH 16, 2021. BELOW ARE THE SIGNIFICANT CHANGES MADE: -MISSION STATEMENT WAS CHANGED AS FOLLOWS "TO CREATE WORLD-CLASS THEATRE ABOUT WHAT IT MEANS TO BE ALIVE TODAY - INSPIRING CURIOSITY AND CREATIVITY, SPARKING EMPATHY AND JOY - BRINGING ALL ARIZONANS TOGETHER." -THERE IS NO LONGER A STIPULATION THAT A CERTAIN NUMBER OF BOARD MEMBERS NEED TO BE FROM PHOENIX OR TUCSON -THE RENEWAL TERM FOR TRUSTEES HAS BEEN CHANGED FROM TWO YEARS TO THREE YEARS -THERE IS NO LONGER SPECIFIC CRITERIA FOR TRUSTEES EMERITUS AND HONORARY TRUSTEES FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE. AFTER THE FORM IS APPROVED BY THE COMMITTEE, A COPY IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO EVERY TRUSTEE, STAFF MEMBER AND VOLUNTEER OF THE ORGANIZATION AND ANY COMMITTEE OF THE BOARD OF TRUSTEES WITH POWER AND AUTHORITY TO INFLUENCE, CARRY OUT OR DIRECT THE CARRYING OUT OF ANY BOARD OF TRUSTEE ACTION. THE POLICY IS ALSO APPLICABLE WHEN THERE IS PARTICIPATION IN ANY MATTER IN WHICH A MEMBER OF THE IMMEDIATE FAMILY, CLOSE PERSONAL FRIEND, BUSINESS PARTNER OR CLIENT OF A TRUSTEE, STAFF MEMBER OR VOLUNTEER HAS AN OPPORTUNITY FOR PERSONAL GAIN, FINANCIAL BENEFIT OR ADVANCEMENT OF A PROPRIETARY INTEREST. TRUSTEES, STAFF MEMBERS AND VOLUNTEERS OF THE ORGANIZATION HAVE AN ONGOING RESPONSIBILITY TO MONITOR FOR CONFLICTS. A PERSON WITH A CONFLICT OF INTEREST MUST 1) ANNOUNCE THAT THEY WILL NOT PARTICIPATE IN THE DISCUSSION ON THE MATTER AND WILL NOT VOTE; 2) STATE GENERALLY THE NATURE OF THEIR INTEREST; 3) LEAVE THE ROOM WHILE THE MATTER IS BEING DISCUSSED; 4) REFRAIN FROM VOTING OR SOLICITING FAVORABLE VOTES ON THE MATTER AND 5) REQUEST THAT THE RECORDS OF THE MEETING REFLECT ACCURATELY THE STATEMENTS AND ACTIONS REGARDING THE MATTER. IF A TRUSTEE, STAFF PERSON OR VOLUNTEER HAS REASONABLE CAUSE TO BELIEVE THAT A TRUSTEE, STAFF PERSON OR VOLUNTEER HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, SUCH ALLEGED FAILURE SHOULD BE REPORTED TO THE BOARD CHAIR AND PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 ARIZONA THEATRE COMPANY (ATC) DETERMINES COMPENSATION BY COMPARISONS TO SIMILAR POSITIONS IN SIMILAR INDUSTRIES, INCLUDING EXECUTIVE LEVEL. ALSO TAKEN INTO CONSIDERATION ARE SUCH FACTORS AS TIME IN POSITION, EXPERTISE, EXPECTATIONS, OTHER FACTORS. COMPENSATION MAY BE DETERMINED BY MANAGEMENT AND/OR THE BOARD OF TRUSTEES, DEPENDING ON THE POSITION. COMPENSATION FOR MANAGING DIRECTOR AND ARTISTIC DIRECTOR ARE DICTATED BY CONTRACT, ALL OTHER EMPLOYEES' COMPENSATION IS REVIEWED ANNUALLY BY MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 IS AVAILABLE UPON REQUEST AND ALSO ONLINE AT WWW.GUIDESTAR.ORG.