Totals
- Total revenue
- $5,527,418
- Total expenses
- $8,875,073
- Contributions and grants received
- $4,272,177
- Grants paid
- $0
- Program service revenue
- $1,359,894
- Investment income
- $156,651
- Other revenue
- -$261,304
- Total assets, end of year
- $17,923,049
- Total liabilities, end of year
- $3,242,453
- Net assets or fund balances, end of year
- $14,680,596
- Program services expenses (Part IX)
- $6,537,983
- Management and general expenses
- $1,851,006
- Fundraising expenses
- $486,084
- Program service expenses (Part III)
- $6,537,983
Program services were 73.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$263,195
-
1e · Government grants (contributions)
$1,204,648
-
1f · All other contributions, gifts and grants
$2,804,334
-
1g · Noncash contributions included above
$6,310
-
2a · Program service revenue: TICKET SALES AND HANDLING FEES
total $1,300,648 · related or exempt $1,300,648
-
2b · Program service revenue: OTHER PROGRAM REVENUE
total $46,942 · related or exempt $46,942
-
2c · Program service revenue: EDUCATION INCOME
total $12,304 · related or exempt $12,304
-
3 · Investment income
total $47,424 · excluded $47,424
-
6a · Gross rents
real property $38,355
-
6b · Less rental expenses
real property $235,935
-
6c · Rental income or loss
real property -$197,580
-
6d · Net rental income or loss
total -$197,580 · unrelated business -$137,475 · excluded -$60,105
-
7a · Gross sales of assets other than inventory
securities $3,098,958
-
7b · Less cost or other basis and sales expenses
securities $2,989,731
-
7c · Gain or loss
securities $109,227
-
7d · Net gain or loss
total $109,227 · excluded $109,227
-
8a · Fundraising events: gross income
$30,205
-
8a · Fundraising events: contributions included on line 1c
$263,195
-
8b · Fundraising events: direct expenses
$172,427
-
8c · Net income from fundraising events
total -$142,222 · excluded -$142,222
-
10a · Gross sales of inventory
$6,934
-
10b · Cost of goods sold
$6,136
-
10c · Net income from sales of inventory
total $798 · related or exempt $798
-
11a · Other revenue: EQUIPMENT RENTAL
total $76,952 · related or exempt $76,952
-
11b · Other revenue: OTHER
total $748 · related or exempt $748
-
11e · Other revenue, total
$77,700
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $311,599 · management and general $311,599
-
7 · Other salaries and wages
total $2,834,491 · program services $2,332,323 · management and general $236,243 · fundraising $265,925
-
8 · Pension plan contributions
total $4,905 · management and general $4,905
-
9 · Other employee benefits
total $432,137 · program services $217,150 · management and general $189,508 · fundraising $25,479
-
10 · Payroll taxes
total $289,249 · program services $235,633 · management and general $33,086 · fundraising $20,530
-
11a · Fees: management
total $35,380 · management and general $35,380
-
11b · Fees: legal
total $124,115 · management and general $124,115
-
11c · Fees: accounting
total $91,598 · management and general $91,598
-
11f · Fees: investment management
total $21,842 · management and general $21,842
-
11g · Fees: other
total $997,778 · program services $997,302 · management and general $476
-
12 · Advertising and promotion
total $407,129 · program services $407,129
-
13 · Office expenses
total $164,912 · program services $11,456 · management and general $152,309 · fundraising $1,147
-
14 · Information technology
total $164,941 · program services $68,185 · management and general $96,756
-
15 · Royalties
total $46,386 · program services $46,386
-
16 · Occupancy
total $329,686 · program services $14,119 · management and general $315,567
-
17 · Travel
total $779,289 · program services $712,648 · management and general $62,686 · fundraising $3,955
-
20 · Interest
total $602 · management and general $602
-
22 · Depreciation, depletion and amortization
total $422,855 · program services $380,856 · management and general $25,010 · fundraising $16,989
-
23 · Insurance
total $47,704 · management and general $47,704
-
24a · Other expenses: PRODUCTION MATERIALS
total $837,849 · program services $837,849
-
24b · Other expenses: MISCELLANEOUS EXPENSES
total $205,378 · program services $117,035 · management and general $79,370 · fundraising $8,973
-
24c · Other expenses: RECEPTIONS AND EVENTS
total $143,086 · fundraising $143,086
-
24d · Other expenses: COMMUNITY ENGAGEMENT EX
total $120,832 · program services $120,832
-
24e · All other expenses
total $61,330 · program services $39,080 · management and general $22,250
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $801,288 · end of year $614,457
-
2 · Savings and temporary cash investments
beginning of year $649,923 · end of year $4,724
-
3 · Pledges and grants receivable
beginning of year $2,344,540 · end of year $1,022,358
-
9 · Prepaid expenses and deferred charges
beginning of year $169,340 · end of year $205,569
-
10a · Land, buildings and equipment: cost or other basis
$8,521,901
-
10b · Land, buildings and equipment: accumulated depreciation
$3,634,326
-
10c · Land, buildings and equipment, net
beginning of year $5,041,303 · end of year $4,887,575
-
11 · Investments: publicly traded securities
beginning of year $2,489,320 · end of year $5,283
-
12 · Investments: other securities
beginning of year $2,127,780 · end of year $3,726,078
-
15 · Other assets
beginning of year $0 · end of year $7,457,005
-
17 · Accounts payable and accrued expenses
beginning of year $340,845 · end of year $544,437
-
19 · Deferred revenue
beginning of year $451,935 · end of year $422,989
-
23 · Secured mortgages and notes payable
beginning of year $2,075,698 · end of year $1,996,250
-
25 · Other liabilities
beginning of year $0 · end of year $278,777
-
27 · Net assets without donor restrictions
beginning of year $5,962,302 · end of year $2,113,095
-
28 · Net assets with donor restrictions
beginning of year $4,792,714 · end of year $12,567,501
Mission and programs · 2022
Mission
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.
-
ARIZONA OPERA'S 2022/23 SEASON INCLUDED FIVE FULLY STAGED IN-THEATER PRODUCTIONS, AS WELL AS A NUMBER OF EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS THAT EXTENDED THROUGHOUT THE YEAR. THE FALL OF 2022 FEATURED TWO IN-THEATER PRODUCTIONS AS PART OF THE MCDOUGALL RED SERIES, PERFORMED AT THE HERBERGER THEATER CENTER IN PHOENIX AND THE TEMPLE OF MUSIC AND ART IN TUCSON. THE TWO RED SERIES OFFERINGS WERE REDLER AND DYE'S THE FALLING AND THE RISING, WHICH FOCUSES ON THE US MILITARY VETERAN EXPERIENCE; AND STRAUSS'S ARIADNE AUF NAXOS. FROM JANUARY THROUGH APRIL OF 2023, ARIZONA OPERA PRESENTED THREE OPERAS IN ITS MAIN STAGE SERIES, PERFORMED AT SYMPHONY HALL IN PHOENIX AND THE LINDA RONSTADT MUSIC HALL IN TUCSON. THE THREE MAIN STAGE SERIES OFFERINGS WERE PUCCINI'S TOSCA, ROGERS AND HAMMERSTEIN'S THE SOUND OF MUSIC, AND MOZART'S THE MAGIC FLUTE. IN ADDITION TO IN-THEATER PRODUCTIONS, 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 OPERATUNITY TOUR THAT REACHES APPROXIMATELY 40,000 CHILDREN PER YEAR THROUGHOUT THE STATE AND OUR STUDENT PREVIEW PERFORMANCES IN THE THEATER; OUR ELITE TRAINING PROGRAMS FOR YOUNG SINGERS AND THEATER TECHNICIANS, INCLUDING THE MARION ROOSE PULLIN STUDIO AND THE PRODUCTION APPRENTICE PROGRAMS, WHICH GIVE SINGERS, PIANISTS, STAGE DIRECTORS, AND PRODUCTION TECHNICIANS 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 2022/23 SEASON, ARIZONA OPERA SERVED APPROXIMATELY 22,000 ARIZONANS THROUGH IN-THEATER PERFORMANCES; OVER 40,000 K-12 STUDENTS THROUGH OUR EDUCATION PROGRAMS; AND APPROXIMATELY 15,000 RESIDENTS THROUGH OUR COMMUNITY PROGRAMS.
Expenses $6,537,983 · Revenue $1,438,392
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Susan Esco ChandlerSUSAN ESCO CHANDLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jean S CooperJEAN S COOPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Andrea CraneANDREA CRANE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Richard CreathRICHARD CREATH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Roza FerdowsmakanROZA FERDOWSMAKAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Barry FingerhutBARRY FINGERHUT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Nancy FosterNANCY FOSTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rosie GarciaROSIE GARCIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Gary GreenbaumGARY GREENBAUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ann HandANN HAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
David HeapDAVID HEAP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Gary JacksonGARY JACKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kimberly J KauffmanKIMBERLY J KAUFFMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Miranda LumerMIRANDA LUMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jenny Auger MawJENNY AUGER MAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Sherry MiddlemasSHERRY MIDDLEMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dr Herschel RosenzweigDR HERSCHEL ROSENZWEIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jeannette Jung SegelJEANNETTE JUNG SEGEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Colonel Ret Kimberley SmithCOLONEL RET KIMBERLEY SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Linda StaubitzLINDA STAUBITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Heather StricklandHEATHER STRICKLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Shoshana TancerSHOSHANA TANCER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Roma WittcoffROMA WITTCOFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Judith Judy G Wolf PhDJUDITH JUDY G WOLF PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dr Stephen MunkDR STEPHEN MUNK
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Erik PetersonERIK PETERSON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Scott StallardSCOTT STALLARD
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Kay McDougallKAY MCDOUGALL
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Sharon LandisSHARON LANDIS
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Joeph SpecterJOEPH SPECTER
PRESIDENT & GENERAL DIRECTOR
- Total calculated
- $268,419
- From this org
- $257,892
- From related orgs
- $0
- Other
- $10,527
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $257,892
- Bonus
- $0
- Other
- $0
- Deferred
- $1,575
- Nontaxable benefits
- $8,952
- Filer's total
- $268,419
-
Joann SerraJOANN SERRA
DIRECTOR OF FINANCE, ADMINISTRATION AND HUMAN RESO
- Total calculated
- $121,569
- From this org
- $112,704
- From related orgs
- $0
- Other
- $8,865
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
COPPER QUEEN PRODUCTIONS LLC
PRODUCE AND ACQUIRE INTELLECTUAL PROPERTY, FILM · AZ · income $0 · assets $1,500
Directly controlled by ARIZONA OPERA COMPANY
-
ARIZONA OPERA OVERTURE LLC
ACQUIRE AND OPERATE A RENTAL PROPERTY MAINLY FOR THE BENEFIT OF ARTISTS · AZ · income $39,114 · assets $2,856,471
Directly controlled by ARIZONA OPERA COMPANY
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421369349316402
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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