2025-10-07T18:21:44-05:00 2024-12-31 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2024-01-01 860965120 FOX TUCSON THEATRE FOUNDATION FOXT 5206241515 PO BOX 1008 TUCSON AZ 857021008 BONNIE SCHOCK EXECUTIVE DIRECTOR 5206241515 2025-10-07 1 1 MONICA A VERA CPA P01456278 5203214600 2025-10-07 2024 2025-03-06 01:10:19Z BONNIE SCHOCK PO BOX 1008 TUCSON AZ 857021008 7498682 0 X WWW.FOXTUCSON.COM X 1999 AZ YEAR-ROUND OPERATION OF THE HISTORIC FOX TUCSON THEATRE AS A VITAL, CHERISHED PERFORMANCE VENUE. 17 17 61 150 0 0 2298348 2365291 3457633 4425608 10932 34004 419968 444223 6186881 7269126 0 0 0 0 1401753 1629933 228000 228000 508871 4397686 4851872 6027439 6709805 159442 559321 12750451 12612318 2861073 2483851 9889378 10128467 THE FOX TUCSON THEATRE ENLIVENS TUCSON, FOSTERING COMMUNITY GROWTH AND CONNECTIONS BY SHAPING EXCEPTIONAL, LIVE ARTS EXPERIENCES IN A CELEBRATED SETTING. 0 0 5579388 4735732 THE HISTORIC FOX TUCSON ORIGINALLY OPENED IN 1930 AS SOUTHERN ARIZONA'S PREMIER MOVIE PALACE. FOLLOWING A MULTI-YEAR RENOVATION PROJECT, IT REOPENED AS A SPECTACULAR LIVE EVENTS FACILITY ON DECEMBER 31, 2005. LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES AND KNOWN THROUGHOUT THE U.S. AS A THEATRE OF RARE BEAUTY, THE VENUE BOASTS ONE-OF-A-KIND SOUTHWESTERN ART-DECO DECOR AND NEAR PERFECT ACOUSTICS. TODAY, THE BELOVED, STATE OF THE ART FACILITY OFFERS A YEAR-ROUND MIX OF LIVE ENTERTAINMENT ACROSS A WIDE RANGE OF DISCIPLINES, CLASSIC AND CONTEMPORARY FILM, COMMUNITY EVENTS AND PERFORMANCES SERVING NEARLY 100,000 ANNUALLY AND GENERATING AN ECONOMIC IMPACT OF MORE THAN $7 MILLION IN DOWNTOWN TUCSON. THE FOX IS TRULY "THE PLACE TO BE," JUST AS SHE WAS IN 1930. 89648 54380 IN ADDITION TO MAINSTAGE PRESENTING ACTIVITY, THE ORGANIZATION PROVIDES A MULTI-FACETED EDUCATION AND OUTREACH PROGRAM, SERVING IN EXCESS OF 15,000 PREK-12 STUDENTS ANNUALLY THROUGH SCHOOL-DAY MATINEES, STORYTIMES AND LITERACY EVENTS, SUMMER DAY CAMP, A TEEN COUNCIL FOCUSED ON CAREER DEVELOPMENT, AND MORE. ALL OFFERINGS CONNECT WITH SCHOOLS AND HOMESCHOOL NETWORKS AND PROVIDE CURRICULAR TIE-INS. 5669036 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 67 0 1 61 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X MARK HOOVER 5205478605 30 N CHURCH AVENUE TUCSON AZ 85701 JENNIFER CHENAULT DIRECTOR 0.50 X 0 0 0 DEBBIE HIMSEL DIRECTOR AS OF 9/24 0.50 X 0 0 0 MARTA HOLL DIRECTOR THRU 2/24 0.50 X 0 0 0 LANCE JONES DIRECTOR AS OF 9/24 0.50 X 0 0 0 PAUL LINDSEY DIRECTOR 0.50 X 0 0 0 NANCY MARCH DIRECTOR 0.50 X 0 0 0 ANDREW MESHEL DIRECTOR 0.50 X 0 0 0 CATHERENE MORTON DIRECTOR THRU 2/24 0.50 X 0 0 0 JERRY RADKE DIRECTOR AS OF 3/24 0.50 X 0 0 0 THOMAS ROBERTSON DIRECTOR 0.50 X 0 0 0 TERENCE RUDKIN DIRECTOR 0.50 X 0 0 0 JOANN SABBAGH DIRECTOR 0.50 X 0 0 0 TERRI SAINT PIERRE DIRECTOR THRU 2/24 0.50 X 0 0 0 ANDREW VAREKA DIRECTOR AS OF 3/24 0.50 X 0 0 0 BRENT L DAVIS PAST PRESIDENT 1.00 X X 0 0 0 BRUCE DUSENBERRY PRESIDENT 1.00 X X 0 0 0 DAVID VOLK VICE PRESIDENT 1.00 X X 0 0 0 SHERRY DOWNER SECRETARY THRU 2/24 1.00 X X 0 0 0 ANDREW MCWHIRTER SECRETARY AS OF 3/24 1.00 X X 0 0 0 NEIL HOLSTAD TREASURER AS OF 3/24 1.00 X X 0 0 0 FRANK FILIPO TREASURER THRU 2/24 1.00 X X 0 0 0 BONNIE SCHOCK EXECUTIVE DIRECTOR 40.00 X 140224 0 22981 140224 0 22981 1 0 1 0 PROVENTURES INC PO BOX 2103 CORTARO AZ 85652 MEDIA, PUBLIC RELATIONS & MARKETING 263975 ALEXANDER CARRILLO CONSULTING 1735 E FORT LOWELL ROAD SUITE 10 TUCSON AZ 85719 FUNDRAISING CONSULTING & RECRUITING 231000 RHINO ARIZONA LLC PO BOX 1678 TEMPE AZ 85280 PRODUCTION LABOR 189771 SUNDT 2015 W RIVER ROAD TUCSON AZ 85704 CONSTRUCTION PLANNING 125000 4 232407 646991 1485893 165306 2365291 THEATRE OPERATIONS 711310 4425608 4425608 4425608 34342 34342 338 -338 -338 -338 77574 232407 97677 -20103 -20103 491136 131541 359595 359595 INSURANCE PROCEEDS 900099 99822 99822 MISCELLANEOUS REVENUE 900099 4909 4909 104731 7269126 4790112 0 113723 153405 66607 39870 46928 1259432 950847 166922 141663 8242 8242 101907 70709 19723 11475 106947 77933 14759 14255 34750 34750 228000 228000 305987 253223 52764 419735 402337 932 16466 128721 83157 31202 14362 172543 119859 29935 22749 368817 293285 75532 6062 6033 7 22 16869 6879 2109 7881 97104 96898 206 102601 59509 43092 11017 11017 ARTIST FEES 2365653 2365403 250 THEATRE EVENT COSTS 590931 590931 MERCHANT FEES 158731 155442 60 3229 SUPPLIES 46824 44457 776 1591 25527 25527 6709805 5669036 531898 508871 774852 452559 958716 1307910 84299 226046 26166 26517 52399 123843 4734031 996726 3795648 3737305 7058371 6738138 12750451 12612318 215985 366052 1105088 1137517 1540000 980282 2861073 2483851 X 9834385 9949754 54993 178713 9889378 10128467 12750451 12612318 X 559321 -320232 X 0 1 X 1 0 X 1486801 2824103 4227786 2298348 2365291 13202329 1486801 2824103 4227786 2298348 2365291 13202329 140890 13061439 129 266 14340 34342 49077 17810 17810 1129154 115979 99822 1344955 14614171 13913454 0.89380 0.87610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1209663 1209663 2739044 413932 2325112 785324 582794 202530 3737305 INVESTMENT IN ARIZONA FOX THEATRE 6725638 LIQUOR LICENSE 12500 6738138 X PART X, LINE 2: FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(1). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). THERE WAS NO UBTI IDENTIFIED IN 2024. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IS MADE. THEATRE HAS ELECTED TO BE CLASSIFIED AS AN ASSOCIATION AND, THEREFORE, IS TAXABLE AS A CORPORATION. DEFERRED TAX ASSETS AND LIABILITIES ARE RECORDED BASED ON THE DIFFERENCES BETWEEN THE CONSOLIDATED FINANCIAL STATEMENT AND TAX BASIS OF ASSETS AND LIABILITIES AND THE TAX RATES IN EFFECT WHEN THESE DIFFERENCES ARE EXPECTED TO REVERSE. MANAGEMENT HAS NOT RECORDED ANY BENEFIT FROM THE DEFERRED TAX ASSET RESULTING FROM NET OPERATING LOSSES AS ITS REALIZATION IS NOT ASSURED. FROM TIME TO TIME, THE ORGANIZATION MAY BE SUBJECT TO INTEREST AND PENALTIES ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH HAVE HISTORICALLY BEEN INSIGNIFICANT. PENALTIES ARE CLASSIFIED AS OTHER EXPENSES AND INTEREST AS INTEREST EXPENSE, IF THEY OCCUR. X X X X X X X 1 ALEXANDER CARILLO CONSULTING 1735 E FORT LOWELL ROAD SUITE 10 TUCSON AZ 85719 CAPITAL CAMPAIGN CONSULTING 0 1207482 228000 979482 1207482 228000 979482 CHASING RAINBOWS GALA 81214 73114 8100 5426 10549 1467 6953 CHRISTMAS IN JULY 83466 37576 45890 29001 8 145301 121717 23584 10567 8628 10480 14606 309981 232407 77574 15993 19177 11947 50560 97677 -20103 X 0 0 0 0 0 0 0 0 0 BONNIE SCHOCK EXECUTIVE DIRECTOR 127949 0 12275 0 0 0 2025 0 20956 0 163205 0 0 0 X 3 140829 FAIR MARKET VALUE X AUCTION ITEMS 33 13468 FAIR MARKET VALUE X CATERING 14 10632 FAIR MARKET VALUE X SUPPLIES 1 376 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. A DRAFT IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW AND COMMENT PRIOR TO COMPLETION. A COPY IS THEN PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING AND IS REVIEWED AT THE NEXT REGULAR BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS ARE INTERVIEWED FOR POTENTIAL CONFLICTS OF INTEREST AND PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY. DIRECTORS ARE ALSO REQUIRED TO ANNUALLY ACKNOWLEDGE RECEIPT OF THE POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION CONDUCTS PERIODIC ANALYSIS OF COMPARABLE COMPENSATION PACKAGES FOR SIMILAR ORGANIZATIONS IN SIMILAR MARKETS. THE MOST RECENT WAS COMPLETED FOR ALL POSITIONS IN 2024. STAFF COMPENSATION IS BASED ON PAY RANGES INDICATED IN JOB DESCRIPTIONS, SET BASED ON INDUSTRY STANDARDS AND PERFORMANCE EXPECTATIONS. ANNUAL REVIEW OF ALL EMPLOYEES, INCLUDING COMPENSATION REVIEW, IS CONDUCTED BY DIRECT SUPERVISORS AND APPROVED BY EXECUTIVE DIRECTOR PER ORGANIZATIONAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY ADJ FOR LOSSES OF WHOLLY-OWNED SUBSIDIARY -320,232. ARIZONA FOX THEATRE LLC PO BOX 1008 TUCSON AZ 85702 203000878 REAL ESTATE MANAGEMENT AZ FOX TUCSON THEATRE FOUNDATION C 5567059 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0