2024-06-10T14:52:44-05:00 2023-07-31 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2022-08-01 860557264 BALLET ARTS FOUNDATION BALL 5209031445 200 S TUCSON BLVD TUCSON AZ 85716 ANNE ELSBERRY PRESIDENT 5209031445 2024-06-07 1 ANNE ELSBERRY 999009999 1 KELLY L MELTZER CPA P00633511 5203214600 2024-06-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BALLET TUCSON ANNE ELSBERRY 200 S TUCSON BLVD TUCSON AZ 85716 1356490 0 X BALLETTUCSON.ORG X 1986 AZ BALLET TUCSON PROVIDES LOCAL AND INTERNATIONAL ARTISTRY OF THE HIGHEST CALIBER THROUGH PROFESSIONAL PERFORMANCES, DANCE TRAINING, ARTS IN EDUCATION OPPORTUNITIES AND COMMUNITY OUTREACH. 13 9 27 30 0 0 1112459 549765 352298 773291 7 178 17549 12267 1482313 1335501 0 0 0 0 357788 478343 0 30150 41072 550136 601341 907924 1109834 574389 225667 1319693 1530565 600000 585205 719693 945360 X BALLET TUCSON IS DEDICATED TO BRINGING ICONIC, WORLD-CLASS DANCE PERFORMANCES AND RISING STAR ARTISTS TO TUCSON AND TO SHARING EXPLORATIVE EXPERIENCES THAT INSPIRE HOPE AND EXCITEMENT IN OUR COMMUNITY. 1 0 998538 783664 SEE SCHEDULE O 998538 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 15 0 1 27 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 9 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 X ROBERT ALPAUGH 5209031445 200 S TUCSON BLVD TUCSON AZ 85716 FLORENCE ADAMSON DIRECTOR 2.00 X 0 0 0 FRAN ALLEN DIRECTOR 2.00 X 0 0 0 JAMES ALLEN DIRECTOR 2.00 X 0 0 0 ROBERT ALPAUGH DIRECTOR 5.00 X 0 0 0 GUSTAVO CORTE DIRECTOR 2.00 X 0 0 0 JIM HORVATH DIRECTOR 1.00 X 0 0 0 VIVIAN SCHWAB DIRECTOR 2.00 X 0 0 0 KAREN SIVERT DIRECTOR 2.00 X 0 0 0 ABBOTT TAYLOR DIRECTOR 1.00 X 0 0 0 JAMES P ALLEN PRESIDENT 2.00 X X 0 0 0 ANNE ELSBERRY SECRETARY 2.00 X X 0 0 0 NANCY CAUSBIE TREASURER THRU 07/17/23 5.00 X X 0 0 0 SHERI FREY TREASURER AS OF 07/17/23 2.00 X X 0 0 0 ELIZABETH MIKESELL VICE PRESIDENT 2.00 X X 0 0 0 MARGARET MULLIN ARTISTIC DIRECTOR 40.00 X 35336 0 0 35336 0 0 0 0 0 0 TUCSON CONVENTION CENTER 200 S CHURCH ST TUCSON AZ 85701 PERFORMANCE VENUE 109260 1 10839 275000 263926 230 549765 TICKET SALES 711120 515242 515242 SCHOOL TUITION 711120 154358 154358 SUMMER WORKSHOP 711120 94070 94070 PERFORMANCE FEES 711120 9621 9621 773291 178 178 11581 10839 9687 1894 1894 21675 11302 10373 10373 1335501 783664 0 2072 X 35111 24578 7022 3511 379345 348531 30814 34381 34381 29506 26562 2694 250 1750 1750 30150 30150 216662 211354 5308 107065 104947 2118 21728 21728 120750 120750 8065 8065 5951 908 5043 23951 23951 25166 25166 16086 16086 PRODUCTION COSTS 54167 54167 1109834 998538 70224 41072 66779 59989 87200 330228 1185530 45182 1165514 1140348 200 1319693 1530565 600000 585205 600000 585205 X 719693 945360 719693 945360 1319693 1530565 225667 0 X 0 0 0 X 349906 296983 156168 814105 413686 2030848 438283 306385 46097 366876 794966 1952607 788189 603368 202265 1180981 1208652 3983455 13100 127524 91640 232264 0 13100 127524 91640 232264 3751191 7 7 178 192 7 7 178 192 675 7866 1894 10435 153300 298354 136079 587733 788189 603368 356247 1487208 1346803 4581815 0.81870 0.85000 0.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: AMOUNTS FROM PRIVATE FOUNDATIONS - 2020 AMOUNT: $ 153,300. 2021 AMOUNT: $ 298,354. 2022 AMOUNT: $ 136,079. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 233435 233435 933740 39058 894682 18355 6124 12231 1140348 X X X 1 KATHRYN JOYCE 2504 E FLOWER ST PHOENIX AZ 85016 GRANTS, APPEAL LETTERS, CONSULTING 0 250000 30150 219850 250000 30150 219850 AZ SUGAR PLUM TEA 22420 10839 11581 1599 7065 1023 22420 10839 11581 1599 7065 1023 9687 1894 JUNE MULLIN MOTHER OF MARGARET MULLIN, ARTISTIC DIRECTOR 28808 EMPLOYEE 0 EJ CAUSBIE SON OF NANCY CAUSBIE, TREASURER THRU 07/17/23 30000 EMPLOYEE 0 FORM 990, PART I, LINE 6, VOLUNTEERS: THE BALLET ARTS FOUNDATION BOARD OF DIRECTORS IS ALL VOLUNTEER. A VOLUNTEER MANAGES OUR DATA PROCESSING AND CREATION AND DISTRIBUTION OF THANK YOU LETTERS. A SUGAR PLUM TEA COMMITTEE OF 7 - 8 INDIVIDUALS HELP PRODUCE THE FUNDRAISING EVENT. 3 - 5 VOLUNTEERS ASSIST WITH THE PRODUCTION OF OUR PERFORMANCES. FORM 990, PART III, LINE 2 IN THE PRIOR FISCAL YEAR, BALLET ARTS FOUNDATION PURCHASED 200 S. TUCSON BLVD. FROM FORMER ARTISTIC DIRECTOR MARY BETH CABANA AND IT NOW OPERATES THE SCHOOL OF BALLET TUCSON. THE SCHOOL FURTHERS OUR EXEMPT PURPOSE OF PROVIDING DANCE TRAINING AND EDUCATION. WE STRIVE TO DELIVER EDUCATIONAL EXPERIENCES THAT FOSTER A DEEP LOVE AND APPRECIATION FOR DANCE, AND SKILLS THAT WILL SERVE OUR STUDENTS IN ALL ASPECTS OF THEIR LIVES. SEE PART III, LINE 4A FOR MORE INFORMATION ABOUT THE SCHOOL. FORM 990, PART III, LINE 4A, PROGRAM ACCOMPLISHMENTS: BALLET TUCSON WAS ESTABLISHED IN 1986 BY MARY BETH CABANA WITH THE GOAL OF CREATING A WORLD-CLASS PROFESSIONAL BALLET COMPANY AND SCHOOL IN SOUTHERN ARIZONA. IN THE SPRING OF 2022, MARGARET MULLIN, A TUCSON NATIVE, WAS NAMED ARTISTIC DIRECTOR ALONGSIDE CHIEKO IMADA, BALLET TUCSON'S ASSOCIATE ARTISTIC DIRECTOR AND RESIDENT CHOREOGRAPHER. MS. MULLIN TRAINED AT THE SCHOOL OF BALLET TUCSON ON A FULL SCHOLARSHIP BEFORE HER FOURTEEN-YEAR CAREER AS A LEADING DANCER AND CHOREOGRAPHER WITH PACIFIC NORTHWEST BALLET IN SEATTLE. DANIELLE AND LIANG FU, ACCOMPLISHED DANCERS AND TEACHERS WITH A COMBINED THIRTY-SEVEN YEARS OF EXPERIENCE INTERNATIONALLY, WERE NAMED DIRECTORS OF THE SCHOOL OF BALLET TUCSON IN THE SUMMER OF 2022. THE BALLET TUCSON COMPANY BRINGS FIVE UNIQUE CONCERTS TO THE STAGE ANNUALLY THAT FEATURE BELOVED CLASSICS AND INNOVATIVE NEW WORKS BY ACCLAIMED CHOREOGRAPHERS, PERFORMED BY PROFESSIONAL DANCERS FROM AROUND THE WORLD. PERFORMANCES INCLUDE THREE REPERTORY SEASONS, CONSISTING OF FOUR PERFORMANCES IN EACH PROGRAM (12 MIXED REPERTORY PERFORMANCES). THE COMPANY ALSO PRODUCES FOOTPRINTS AT THE FOX, AN OPPORTUNITY FOR APPRENTICES IN THE COMPANY TO SET BALLETS ON APPRENTICES FOR PUBLIC PERFORMANCE. ONE CHOREOGRAPHER'S WORK IS SELECTED BY THE AUDIENCE TO BE PRESENTED IN THE SPRING SEASON DANCED BY PROFESSIONAL MEMBERS OF BALLET TUCSON. THE HIGHLIGHT OF THE SEASON IS BALLET TUCSON'S PRODUCTION OF THE NUTCRACKER BALLET. THE COMPANY PERFORMS FIVE PERFORMANCES REACHING OVER 8,000 AUDIENCE MEMBERS, MANY OF THEM CHILDREN. THROUGH OUR KIDZTKTS PROGRAM, WE DISTRIBUTE HUNDREDS OF FREE TICKETS TO AREA HIGH SCHOOL STUDENTS. IN TOTAL, BALLET TUCSON OFFERS PROFESSIONAL PERFORMANCES TO OVER 10,000 - 12,000 TUCSON AND SOUTHERN ARIZONA RESIDENTS. THE TUCSON SYMPHONY ORCHESTRA PLAYS TCHAIKOVSKY'S MAGICAL SCORE WITH THE FULL ORCHESTRA IN THE PIT. THE SCHOOL OF BALLET TUCSON PROVIDES EXCEPTIONAL DANCE TRAINING TO STUDENTS OF ALL AGES FROM ACCOMPLISHED INSTRUCTORS. OUR STUDENTS RECEIVE ADVANCED TRAINING IN A VARIETY OF STYLES, HELPING THEM TO BECOME VERSATILE AND WELL-ROUNDED DANCERS. WE ARE DEDICATED TO PROVIDING AN ENCOURAGING ENVIRONMENT FOR EACH STUDENT THAT FOCUSES ON CREATIVITY, ARTISTRY, AND PERSONAL GROWTH. WE STRIVE TO DELIVER EDUCATIONAL EXPERIENCES THAT FOSTER A DEEP LOVE AND APPRECIATION FOR DANCE, AND SKILLS THAT WILL SERVE OUR STUDENTS IN ALL ASPECTS OF THEIR LIVES. STUDENTS OF OUR SCHOOL HAVE THE OPPORTUNITY TO PERFORM ALONGSIDE OUR PROFESSIONAL BALLET TUCSON COMPANY DANCERS IN SELECT PRODUCTIONS, INCLUDING OUR AWARD-WINNING PRODUCTION OF THE NUTCRACKER. WE ALSO PROVIDE PERFORMANCE OPPORTUNITIES SPECIFICALLY HIGHLIGHTING OUR STUDENTS. BALLET TUCSON IS COMMITTED TO BUILDING COMMUNITY AROUND THE ART OF DANCE THROUGH OUTREACH INITIATIVES, INCLUDING FREE POP-UP PERFORMANCES, ARTS EDUCATION CLASSES IN PUBLIC SCHOOLS, THE BALLET BANTER LECTURE SERIES AND A TICKET SUBSIDY PROGRAM. BALLET TUCSON IS ALSO PROUD TO COLLABORATE WITH OTHER TREASURED LOCAL CULTURAL ORGANIZATIONS TO PROVIDE ENRICHING ARTS EXPERIENCES. THIS INCLUDES A VIBRANT PARTNERSHIP WITH THE TUCSON SYMPHONY ORCHESTRA, TUCSON MUSEUM OF ART, MEXICAN CONSULATE FOR MEXICAN INDEPENDENCE DAY FESTIVITIES, TUCSON DESERT SONG FESTIVAL AND MANY OTHER TUCSON LOCAL ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 2 JAMES H ALLEN IS FRANCES ALLEN'S HUSBAND. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA USING INFORMATION PROVIDED BY THE FINANCE DIRECTOR AND BOOKKEEPER. A DRAFT IS REVIEWED BY THE BOARD PRESIDENT, TREASURER AND ARTISTIC DIRECTOR. UPON THEIR APPROVAL, A COPY IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION UTILIZES INFORMATION FROM THE DANCE DATA PROJECT AND AMERICANS FOR THE ARTS TO ACCESS SALARIES FOR OUR KEY POSITIONS: ARTISTIC DIRECTOR, PRODUCTION MANAGER, ASSOCIATE ARTISTIC DIRECTOR AND SCHOOL DIRECTOR. THE COMPARISONS ARE WITH OTHER ORGANIZATIONS OF SIMILAR BUDGET SIZE AND ORGANIZATIONAL ACTIVITIES. THESE COMPARISONS ARE RANKED BY REGION, AS WELL. ONCE WE HAVE CONSULTED THESE RESEARCH TOOLS, THE FINANCE COMMITTEE DETERMINES SALARIES. MERIT IS TAKEN INTO CONSIDERATION. ALL SALARIES ARE APPROVED BY THE BOARD OF DIRECTORS IN THE BUDGETING PROCESS WHICH BEGINS SEVEN MONTHS BEFORE THE START OF THE UPCOMING FISCAL YEAR. AS THE ARTISTIC DIRECTOR IS CURRENTLY ACTING AS CEO, HERS IS THE ONLY SALARY THAT THE BOARD SETS. THE BOARD IS MADE AWARE OF (AND IN APPROVING THE ANNUAL BUDGET APPROVES) ALL SALARIES FOR EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 CORPORATE INFORMATION IS AVAILABLE ON THE ARIZONA CORPORATION COMMISSION WEBSITE. THE 990 WILL BE PUBLISHED ON BALLET TUCSON'S WEBSITE AND UPON REQUEST FOR FINANCIAL INFORMATION, A COPY OF THE MOST RECENTLY FILED FORM 990 WILL BE PROVIDED. FORM 990 IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG AND WWW.IRS.GOV. FORM 990, PART IX, LINE 11G ARTISTIC PROFESSIONALS: PROGRAM SERVICE EXPENSES 211,354. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 211,354. NONEMPLOYEE COMPENSATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,225. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,225. PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,083. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,083.