2024-05-14T11:08:13-05:00 2023-06-30 390859910 BAKER TILLY US LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2022-07-01 860593786 SCOTTSDALE ARTS SCOT 4808744615 7380 EAST SECOND STREET SCOTTSDALE AZ 85251 DR GERD WUESTEMANN CEO 4808744615 2024-05-10 1 DR GERD WUESTEMANN 999009999 0 COLETTE KAMPS CPA P00367616 4808394900 2024-05-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR GERD WUESTEMANN CEO 7380 EAST SECOND STREET SCOTTSDALE AZ 85251 15193241 0 X WWW.SCOTTSDALEARTS.ORG X 1987 AZ CREATING, PRODUCING, AND MANAGING CULTURAL, EDUCATIONAL AND ARTS (CONTINUED ON SCHEDULE O) ACTIVITIES FOR THE CITY OF SCOTTSDALE. 30 30 183 638 195518 91243 13024731 11812981 2141503 2507407 272948 444913 -165097 -111282 15274085 14654019 141000 114404 0 0 5839852 5907254 0 0 679357 5957047 7853504 11937899 13875162 3336186 778857 11523631 14317399 1844905 3407009 9678726 10910390 X TO CREATE ARTS IN DIVERSE EXPERIENCES THAT ENGAGE THE COMMUNITY THOUGH THE DEVELOPMENT OF NEW AND EXCITING CULTURAL INITIATIVES FOR THE COMMUNITY; THE ENCOURAGEMENT OF ACTIVE PARTICIPATION AND COOPERATION OF THE GOVERNMENT, BUSINESS, EDUCATION AND (CONTINUED ON SCHEDULE O) PRIVATE SECTORS; AND THE PROVIDING OF QUALITY MANAGEMENT, FUNDRAISING, AND FINANCIAL SERVICES TO OUR OPERATING DIVISIONS AND OTHER ARTS ORGANIZATIONS DESIRING OUR SERVICES. 0 0 3466947 90400 2113230 LOCATED IN THE HEART OF SCOTTSDALE, ARIZONA, THE SCOTTSDALE CENTER FOR THE PERFORMING ARTS SHOWCASES A VIBRANT ARRAY OF ARTISTIC PERFORMANCES AND EVENTS. AS A PART OF THE SCOTTSDALE ARTS DISTRICT, IT HOSTS AN ECLECTIC MIX OF MUSIC, DANCE, THEATER, AND VISUAL ARTS, ENRICHING THE COMMUNITY WITH DIVERSE CULTURAL EXPERIENCES. WITH ITS STATE-OF-THE-ART FACILITIES, INCLUDING THE VIRGINIA G. PIPER THEATER AND THE NEW EAST BOWL STAGE IN THE CIVIC CENTER, SCOTTSDALE ARTS ATTRACTS RENOWNED ARTISTS FROM AROUND THE WORLD WHILE ALSO NURTURING LOCAL TALENT. 1616271 22500 101599 SCOTTSDALE MUSEUM OF CONTEMPORARY ART (SMOCA) IS AN ACCREDITED AND INTERNATIONALLY RECOGNIZED INSTITUTION THAT ENCOURAGES REFLECTIONS AND CONVERSATIONS ABOUT LIFE THROUGH ART. WE PRODUCE AND MEDIATE CREATIVE EXPRESSIONS THAT LEAD TO SHARED CURIOSITY AND MEANING ACROSS A WIDE RANGE OF PUBLICS. 2917821 0 98947 TO ENHANCE THE CULTURAL ENVIRONMENT OF THE CITY OF SCOTTSDALE, SCOTTSDALE PUBLIC ART (SPA) INITIATED, INSTALLED, AND MAINTAINED MAJOR PERMANENT AND TEMPORARY ART INSTALLATIONS AT NUMEROUS PUBLIC LOCATIONS. SPA ALSO PROVIDED FREE EVENTS, EXHIBITIONS, AND WORKSHOPS ATTENDED BY OVER 257,000 PEOPLE. SPA'S 160+ PERMANENT PUBLIC ART INSTALLATIONS ARE VIEWED BY AN ESTIMATED 20,000 PEOPLE DAILY YEAR-ROUND. 2386560 1500 103865 2386560 1500 103865 10387599 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 176 0 183 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 4808744615 7380 EAST SECOND STREET SCOTTSDALE AZ 85251 DENNIS ROBBINS CHAIR 1.00 X X 0 0 0 STEPHANIE LYON SECRETARY 1.00 X X 0 0 0 KATHY WILLS TREASURER 1.00 X X 0 0 0 JP DAHDAH TRUSTEE 1.00 X 0 0 0 PRISCILLA NELSON-JOHNSON TRUSTEE 1.00 X 0 0 0 DINO CAMUNEZ TRUSTEE 1.00 X 0 0 0 RHONDA ANDERSON TRUSTEE 1.00 X 0 0 0 TIM BAUGHMAN TRUSTEE 1.00 X 0 0 0 JULIE BENNETT TRUSTEE 1.00 X 0 0 0 BRUCE BEVERLY TRUSTEE 1.00 X 0 0 0 STEVE BIDDLE TRUSTEE 1.00 X 0 0 0 KIRSTEN BROWN TRUSTEE 1.00 X 0 0 0 MARK CANDELARIA TRUSTEE 1.00 X 0 0 0 RICHARD COLEMAN TRUSTEE 1.00 X 0 0 0 MARY FEDEWA TRUSTEE 1.00 X 0 0 0 KEITH GALBUT TRUSTEE 1.00 X 0 0 0 KRISTOPHER HARMAN TRUSTEE 1.00 X 0 0 0 CATHERINE LONG TRUSTEE 1.00 X 0 0 0 ERIK PETERSON TRUSTEE 1.00 X 0 0 0 LINDA PETERSON TRUSTEE 1.00 X 0 0 0 MERLE ROSSKAM TRUSTEE 1.00 X 0 0 0 JACQUELINE SCHENKEIN MD TRUSTEE 1.00 X 0 0 0 PAULINE SCOTT TRUSTEE 1.00 X 0 0 0 MELANIE SUTTON TRUSTEE 1.00 X 0 0 0 MISTIE WEISHAAR TRUSTEE 1.00 X 0 0 0 PETER BOYLE TRUSTEE 1.00 X 0 0 0 CHRISTINE KOVACH TRUSTEE 1.00 X 0 0 0 PAGIE CECIL TRUSTEE 1.00 X 0 0 0 BRIANNA JOHNSON TRUSTEE 1.00 X 0 0 0 GERD WUESTERMANN PRESIDENT & CEO 40.00 X 418511 0 26188 MICHAEL MARTIN CFO 40.00 X 111854 0 20207 ERIN KRIVANEK DIRECTOR OF DEVELOPMENT 40.00 X 103451 0 10783 633816 0 57178 3 0 1 0 BARBARA GRYGUTIS SCULPTURE LLC PO BOX 3028 TUCSON AZ 85702 ART INSTALLATIONS 704512 THE ART OFFICE 34-330 GATEWAY DR UNIT 100 PALM DESERT CA 92211 HONORARIUM AND CONSTRUCTION 305382 FLYING CARPET CREATIVE LLC 3302 POLK STREET HOUSTON TX 77003 ART INSTALLATIONS 289539 KJZZ-FM 915 PO BOX 62228 PHOENIX AZ 85082 ADVERTISING 116010 JEFF ZISCHKE 6400 E CHOLLA SCOTTSDALE AZ 85254 ART INSTALLATIONS 114150 9 178078 238713 8375411 3020779 61713 11812981 TICKET SALES 711110 1483294 1483294 FACILITY RENTAL/LABOR REIMBURSEME 711300 433810 238292 195518 BOX OFFICE 711110 196126 196126 FOOD AND BEVERAGE SALES 900099 173057 173057 EXHIBITION ADMISSIONS 900099 101599 101599 119521 119521 2507407 276997 276997 329473 161557 167916 167916 167916 76564 238713 293598 -217034 -217034 179261 84067 95194 95194 OTHER INCOME 900099 10558 10558 10558 14654019 2417641 195518 227879 X 114404 114404 694799 90484 423347 180968 4280129 2923727 1095432 260970 129378 88046 34848 6484 447363 300426 117429 29508 355585 219704 110001 25880 54957 54957 28286 28286 2478506 2387263 75966 15277 503885 452117 51768 281467 262010 16960 2497 291956 3685 286131 2140 653897 468330 116916 68651 171872 162023 4041 5808 29154 19044 7477 2633 165266 165266 118414 94731 17762 5921 PUBLIC ART PROJECTS 2025764 2025764 EQUIPMENT 378242 308386 41654 28202 BANK AND CREDIT CARD FE 121721 81542 24786 15393 SUPPLIES 106302 73810 29619 2873 443815 312103 105560 26152 13875162 10387599 2808206 679357 619551 606292 1560000 260455 792388 295328 22406 84487 112256 82092 40178 85903 2814470 2305452 617396 509018 7724177 10870668 35279 1523156 11523631 14317399 382470 369927 783113 822011 149900 145413 529422 2069658 1844905 3407009 X 2020863 1197442 7657863 9712948 9678726 10910390 11523631 14317399 778857 452807 0 X 0 1 X 1 0 X 7847450 8792806 8739351 13024731 11812981 50217319 7847450 8792806 8739351 13024731 11812981 50217319 391477 49825842 153806 149029 138137 198294 276997 916263 93601 71917 30238 85398 92244 373398 58325 5466 23699 397 10558 98445 51605425 11409449 0.96550 0.95580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 6556953 660845 294522 28287 6894989 7881866 60000 2024506 318840 23820 6556953 6393415 1520958 10500 22007 7881866 6108360 316217 10700 20462 6393415 6013244 374814 259945 19753 6108360 0.09690 0.90310 1 0 1726505 1398090 328415 1087965 907362 180603 509018 ASSETS HELD UNDER SPLIT-INTEREST AGREEMENT 12663 OTHER ASSETS 7746 OPERATING RIGHT OF USE ASSETS 1502747 1523156 OPERATING LEASE LIABILITY 2069658 2069658 X 15164932 452807 6487 459294 14705638 28286 -79905 -51619 14654019 13933268 6487 79905 86392 13846876 28286 28286 13875162 PART III, LINE 1A: THE CITY OF SCOTTSDALE COLLECTION OF FINE ART CONSISTS OF PURCHASED, COMMISSIONED, AND DONATED WORKS OF ART. SCOTTSDALE ARTS EMPLOYS A DIRECTOR OF PUBLIC ART TO ENSURE THAT THE COLLECTION ITEMS ARE PRESERVED AND PROTECTED. THESE COLLECTIONS ARE NOT CAPITALIZED BY SCOTTSDALE ARTS AND ARE THE PROPERTY OF THE CITY OF SCOTTSDALE. DURING THE YEAR ENDED JUNE 30, 2023, SA FACILITATED A PRIVATE DONATION OF FINE ART TO THE CITY OF SCOTTSDALE. AFTER DEVELOPING A TEN-YEAR RELATIONSHIP WITH A VALUED DONOR, SMOCA RECEIVED TWO PAINTINGS AS GIFTS: THE BLUE DOOR AND MALTA BY ROBERT MOTHERWELL. AS AN ABSTRACT EXPRESSIONIST ARTIST OF THE NEW YORK SCHOOL THAT INCLUDED WILLEM DE KOONING, JACKSON POLLOCK AND MARK ROTHKO, ROBERT MOTHERWELL IS ONE OF THE MOST IMPORTANT AMERICAN PAINTERS OF THE 20TH CENTURY. THE PAINTINGS HAVE SIGNIFICANT ARTISTIC VALUE TO THE COMMUNITY AND WERE LAST APPRAISED IN 2007 AND 2008 AT A COMBINED VALUE OF $700,000. THE PAINTINGS HAVE NOW JOINED THE FINE ART COLLECTION OWNED BY THE CITY OF SCOTTSDALE AND MANAGED BY SA. SA CONSIDERS THESE TO BE AGENCY TRANSACTIONS AND ACCORDINGLY HAS RECORDED THIS AMOUNT AS REVENUE. PART III, LINE 4: SCOTTSDALE ARTS EXHIBITS, MANAGES, AND PROVIDES CONSERVATION OVERSIGHT OF THE COLLECTIONS OF LOCAL, COMTEMPORARY, AND COMMISSIONED PUBLIC ART OWNED BY THE CITY OF SCOTTSDALE, IN ORDER TO ENHANCE THE CULRURAL ENVIRONMENT OF THE CITY AND OFFER ITS RESIDENTS AND VISITORS FREQUENT OPPORTUNITIES TO APPRECIATE AND LEARN FROM THESE WORKS. PART V, LINE 4: SCOTTSDALE ARTS' ENDOWMENT FUNDS CONSIST OF 7 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. A CERTAIN AMOUNT IS APPROPRIATED FOR EXPENDITURE EACH YEAR, BASED ON AN AVERAGE PERCENTAGE OF THE ENDOWMENT FUND BALANCES. AMOUNTS EXPENDED ARE ADDED TO THE ANNUAL BUDGET FOR USE WITH SMOCA, SCPA, AND GENERAL PROGRAM ACTIVITIES. PART X, LINE 2: SCOTTSDALE ARTS RECOGNIZES TAX POSITIONS IN THE FINANCIAL STATEMENT WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2023, SCOTTSDALE ARTS HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -79,905. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 79,905. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT EXPENSES ANNUAL GALA 315277 238713 76564 62745 84663 66285 79905 1 315277 238713 76564 62745 84663 66285 79905 293598 -217034 1 MOVEMENT SOURCE INC PO BOX 44452 PHOENIX AZ 85016 860610245 3 10000 0 EDUCATION AND PERFORMANCES PROGRAMMING SCOTTSDALE ARTISTS' SCHOOL 3720 N MARSHALL WAY SCOTTSDALE AZ 85251 860460092 3 10000 0 EDUCATION AND PERFORMANCES PROGRAMMING ARIZONA MUSICFEST PO BOX 5254 CAREFREE AZ 85377 861034396 3 10000 0 EDUCATION AND PERFORMANCES PROGRAMMING GREASEPAINT YOUTHEATRE 7020 E 2ND ST SCOTTSDALE AZ 85251 742434287 3 10000 0 EDUCATION AND PERFORMANCES PROGRAMMING DESERT STAGES THEATRE 7014 E CAMELBACK RD 0586 SCOTTSDALE AZ 85251 860796627 3 6104 0 EDUCATION AND PERFORMANCES PROGRAMMING MUSICA NOVA INC 610 E BELL ROAD STE 2-552 PHOENIX AZ 85255 113682567 3 6000 0 EDUCATION AND PERFORMANCES PROGRAMMING SCOTTSDALE PHILHARMONIC 13430 N SCOTTSDALE RD 300 SCOTTSDALE AZ 85254 454921610 3 20000 0 EDUCATION AND PERFORMANCES PROGRAMMING DETOUR COMPANY THEATRE 4614 N ALTA HACIENDA PHOENIX AZ 85018 010622545 3 10000 0 EDUCATION AND PERFORMANCES PROGRAMMING CHILDSPLAY THEATRE 900 S MITCHELL DRIVE TEMPE AZ 85281 860336473 3 10000 0 EDUCATION AND PERFORMANCES PROGRAMMING KIDS IN FOCUS 4455 E CAMELBACK RD A215 PHOENIX AZ 85018 472440569 3 10000 0 EDUCATION AND PERFORMANCES PROGRAMMING 10 PART I, LINE 2: THE ORGANIZATION HAS A PANEL RESPONSIBLE FOR ADMINISTERING THE GRANT FUNDING PROGRAM. THE PANEL REVIEWS GRANT APPLICATIONS RECEIVED AND APPROVES THE AMOUNT OF THE GRANTS BASED ON A BUDGET. 1 X X X X X 0 0 0 0 0 0 0 0 0 GERD WUESTERMANN PRESIDENT & CEO 359156 0 59355 0 0 0 10219 0 15969 0 444699 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS HAS A COMPENSATION COMMITTEE TO DETERMINE REASONABLE AND APPROPRIATE COMPENSATION FOR KEY EMPLOYEES OF THE ORGANIZATION. THE COMMITTEE CONDUCTED A COMPENSATION STUDY, USING COMPARATIVE DATA, IN ORDER TO DETERMINE COMPENSATION RECOMMENDATIONS. THE ORGANIZATION ALSO HAS A WRITTEN EMPLOYMENT CONTRACT WITH THE CEO. X AUCTION ITEMS 72 49394 X PHOTOGRAPHY 1 12319 0 0 0 PART I, COLUMN (B): THE NUMBER IN PART I, COLUMN B REPRESENTS THE NUMBER OF DONATED ITEMS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED BY THE FORM 990 PREPARER TO THE FINANCE COMMITTEE AT A REGULARLY SCHEDULED MEETING. THE PRESENTER HIGHLIGHTS CERTAIN INFORMATION INCLUDED ON THE FORM 990, AND ALL BOARD MEMBERS RECEIVED A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT ADDRESSES THE CONSIDERATION OF POTENTIAL CONFLICTS OF INTEREST BY THE BOARD OF DIRECTORS, COMMITTEE MEMBERS, VOLUNTEERS, AND EMPLOYEES, INCLUDING RELATIVES. AS PER THE POLICY, BOARD AND COMMITTEE MEMBERS MUST MAKE DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST AND MUST ABSTAIN FROM VOTING ON ANY ACTION IN WHICH THEY MAY HAVE AN INTEREST. ON AN ANNUAL BASIS, ALL BOARD MEMBERS ARE REQUIRED TO SIGN OFF ON AN ANNUAL CONFLICT OF INTEREST FORM, EITHER STATING ANY KNOWN CONFLICTS, OR STATING THAT THERE ARE NONE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS A COMPENSATION COMMITTEE TO DETERMINE REASONABLE AND APPROPRIATE SALARIES FOR KEY EMPLOYEES OF THE ORGANIZATION. THE COMMITTEE CONDUCTED A COMPENSATION STUDY, USING COMPARATIVE DATA, IN ORDER TO DETERMINE SALARY RECOMMENDATIONS. THE ORGANIZATION ALSO HAS A WRITTEN EMPLOYMENT CONTRACT WITH THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THESE DOCUMENTS ARE ALSO GENERALLY AVAILABLE AT PUBLIC MEETINGS. FORM 990, PART IX, LINE 11G ARTIST FEES: PROGRAM SERVICE EXPENSES 1,749,248. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,749,248. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 638,015. MANAGEMENT AND GENERAL EXPENSES 75,966. FUNDRAISING EXPENSES 15,277. TOTAL EXPENSES 729,258.