2026-08-04T10:18:06-05:00 2025-09-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-10-01 592037085 TAMPA BAY PERFORMING ARTS CENTER INC TAMP 8132221044 1010 NORTH WC MACINNES PLACE TAMPA FL 336023720 MARY BETH ROSSI CAFO 8132221044 2026-07-16 1 1 LISA BURKE P00220718 8169455500 2024 2025-03-06 01:10:19Z DAVID A STRAZ JR CENTER GREGORY HOLLAND 1010 NORTH WC MACINNES PLACE TAMPA FL 336023720 67817288 0 X WWW.STRAZCENTER.ORG X 1980 FL TO INSPIRE, EDUCATE AND CONNECT OUR COMMUNITY THROUGH SHARED PERFORMING ARTS EXPERIENCES. 60 60 875 764 461877 0 13389519 18100862 34904458 37210912 1197613 1194823 3467131 3447369 52958721 59953966 437894 437070 0 0 15955836 16671349 0 0 1625895 32690321 33894596 49084051 51003015 3874670 8950951 59002929 68519887 18555716 18700389 40447213 49819498 X TO INSPIRE, EDUCATE AND CONNECT OUR COMMUNITY THROUGH THE POWER OF SHARED PERFORMING ARTS EXPERIENCES.SEE SCHEDULE O FOR THE ORGANIZATION'S EXPANDED MISSION. 0 0 26648201 33304697 ARTS PROGRAMMING:DURING FISCAL 2009/2010, THE CENTER RECEIVED THE LARGEST PHILANTHROPIC GIFT MADE TO A CULTURAL INSTITUTION IN THE TAMPA BAY AREA. THE DONATION IS DEDICATED IN ITS PERPETUITY TO BENEFIT THE PERFORMING ARTS CENTER AND ITS PROGRAMS. IN RECOGNITION OF THIS GENEROUS GIFT FROM THE DAVID A. STRAZ, JR. FOUNDATION, THE TAMPA BAY PERFORMING ARTS CENTER WAS RENAMED THE DAVID A. STRAZ, JR. CENTER FOR THE PERFORMING ARTS (AKA "THE STRAZ CENTER").(CONTINUED ON SCHEDULE O)THE STRAZ CENTER FOR THE PERFORMING ARTS IS THE TAMPA BAY AREA'S PREMIER VENUE, INDEPENDENT PRESENTER, PRODUCER, EDUCATOR, AND ECONOMIC CATALYST FOR THE PERFORMING ARTS AND IS CONSIDERED THE LARGEST PERFORMING ARTS COMPLEX SOUTH OF THE KENNEDY CENTER. THE STRAZ CENTER BOOKS TOURING BROADWAY SHOWS AND IS ONE OF THE MOST SUCCESSFUL SINGLE-WEEK MARKETS AND LARGEST PERFORMING ARTS CENTER IN THE NATION. WE ARE PLEASED TO SHARE OUR HIGHLIGHTS OF OUR 24/25 SEASON AS SUMMARIZED BY GREG HOLLAND, OUR PRESIDENT AND CEO IN OUR 2024-2025 ANNUAL REPORT TO THE COMMUNITY:DEAR FRIENDS:THE PERFORMING ARTS ARE THE LANGUAGE OF POSSIBILITY, AND AT STRAZ CENTER THAT POSSIBILITY COMES TO LIFE IN EVERY PERFORMANCE, EVERY STUDENT WE TEACH AND EVERY STORY WE SHARE.FOR STRAZ CENTER FOR THE PERFORMING ARTS, THE 2024-2025 SEASON EXEMPLIFIED THE POWER OF OPENING OUR CAMPUS, OUR CLASSROOMS AND OUR PROGRAMS TO EVER-BROADENING AUDIENCES THROUGHOUT TAMPA BAY.ON APRIL 7, 2025, ALONGSIDE TAMPA MAYOR JANE CASTOR AND OTHER COMMUNITY LEADERS, WE BROKE GROUND ON THE NEXT CHAPTER OF STRAZ CENTER'S HISTORY. THE EXPANSION NOW UNDERWAY WILL TRANSFORM OUR CAMPUS AND DEEPEN OUR ROLE AS A CULTURAL GATHERING PLACE FOR TAMPA BAY FOR GENERATIONS TO COME.WHILE OUR CAMPUS WILL EVOLVE DRAMATICALLY WHEN THE PROJECT IS COMPLETED IN 2027, OUR PURPOSE REMAINS CONSTANT: TO BRING EXTRAORDINARY PERFORMING ARTS EXPERIENCES TO OUR COMMUNITY AND ENSURE THEY ARE ACCESSIBLE TO ALL.THANKS TO THE REMARKABLE GENEROSITY OF SUPPORTERS OF THE BOUNDLESS CAMPAIGN, THE NEW STRAZ WILL WELCOME THE COMMUNITY IN NEW WAYS. A NEW OUTDOOR STAGE, ROOFTOP BAR AND EXPANDED DINING OPTIONS WILL CREATE VIBRANT SPACES WHERE PEOPLE CAN GATHER, CONNECT AND EXPERIENCE THE ARTS - WHETHER ATTENDING A PERFORMANCE OR SIMPLY SPENDING AN EVENING ALONG THE RIVER.EDUCATION REMAINS CENTRAL TO OUR MISSION. THE EXPANSION WILL INCREASE THE FOOTPRINT OF THE PATEL CONSERVATORY BY 30 PERCENT, ADDING CLASSROOMS AND A NEW DANCE STUDIO TO NURTURE THE NEXT GENERATION OF ARTISTS AND PERFORMERS.STRAZ CENTER'S IMPACT EXTENDS FAR BEYOND OUR STAGES. DURING THE PAST YEAR, WE WELCOMED MORE THAN HALF A MILLION GUESTS TO MORE THAN 1,500 PERFORMANCES, EVENTS AND EDUCATION PROGRAMS. OUR WORK GENERATED AN ESTIMATED $132 MILLION IN ECONOMIC IMPACT FOR THE REGION AND MORE THAN $4 MILLION IN LOCAL AND STATE TAX REVENUES. WE ALSO PROVIDED MORE THAN 40,000 COMPLIMENTARY TICKETS TO SCHOOLS, COMMUNITY GROUPS AND INDIVIDUALS SO THAT THE ARTS REMAIN ACCESSIBLE REGARDLESS OF ABILITY TO PAY.OUR COMMUNITY ENGAGEMENT CONTINUES TO GROW THROUGH INITIATIVES SUCH AS STRAZ SALUTES FOR ACTIVE-DUTY MILITARY MEMBERS, VETERANS AND THEIR FAMILIES, AS WELL AS ARTS & HEALTH PROGRAMS EXPLORING THE ROLE OF THE ARTS IN HEALING AND WELL-BEING.ON STAGE, AUDIENCES EXPERIENCED UNFORGETTABLE MOMENTS-FROM THE RETURN OF DISNEY'S THE LION KING TO NEW WORK DEVELOPED THROUGH STRAZ PRODUCTIONS, INCLUDING THE WORLD PREMIERE OF THE BOY WHO LOVED BATMAN, BASED ON MICHAEL USLAN'S MEMOIR.THIS ANNUAL REPORT REFLECTS WHAT YOUR GENEROSITY MAKES POSSIBLE TODAY-AND WHAT IT MAKES POSSIBLE FOR THE FUTURE.BECAUSE WHEN A COMMUNITY INVESTS IN THE ARTS, IT ISN'T JUST BUILDING STAGES, IT'S BUILDING THE SPIRIT, IMAGINATION AND SHARED LIFE OF THE PLACE WE CALL HOME.OUR 24/25 SEASON SHINED WITH OUR DYNAMIC BROADWAY SEASON. WHAT CAN YOU SAY ABOUT A BROADWAY SEASON THAT INCLUDED A WORLD PREMIERE,THE RETURN OF DISNEY'S THE LION KING IN ALL OF ITS GLORY AND HAVING OUR HOMETOWN USED AS A LOCALE IN A BROADWAY HIT? WHAT IF WE TOLD YOU THE SEASON ALSO INCLUDED A BEAUTIFUL NOISE: THE NEIL DIAMOND MUSICAL? HOW WOULD YOU DESCRIBE IT NOW?IT'S ALL BUT AUTOMATIC THAT THE CHORUS OF DIAMOND'S "SWEET CAROLINE" SPRINGS TO MIND WHEN HIS BIO-MUSICAL IS MENTIONED. FOR US, IT'S A HANDY WAY TO SUM UP A SEASON THAT MOVED FROM STRENGTH TO STRENGTH.THE AFOREMENTIONED WORLD PREMIERE, THE BOY WHO LOVED BATMAN, BASED ON THE BOOK OF THE SAME TITLE BY MICHAEL USLAN, FOLLOWS USLAN FROM COMIC BOOK-COLLECTING GEEK TO MAJOR MOVIE INDUSTRY HONCHO, DRIVEN BY HIS LOVE OF BATMAN (AND HIS CONTEMPT FOR THE CAMPY 1960S' TELEVISION SHOW). THE BOY WHO LOVED BATMAN WAS PART OF OUR COMMITMENT TO FIND AND NURTURE PROMISING WORKS ON THEIR WAY TO BROADWAY AND BEYOND.WE BROUGHT BACK DISNEY'S THE LION KING FOR A HIGHLY-ANTICIPATED THREE-WEEK RUN. THERE IS REALLY NOTHING LIKE THE OPENING SEQUENCE OF DISNEY'S THE LION KING IN MODERN MUSICAL THEATER (OR ANYWHERE ELSE, MOST LIKELY). THE COMBINATION OF RHYTHMS AND MELODIES, LIGHTING, THE AMAZING DESIGN OF THE COSTUMES AND THE INTERACTION OF ACTORS AND PUPPETS IMMERSES THE AUDIENCE IN THE STORY FROM THE START.PLUS, TAMPA GOT A ROLE IN A MUSICAL! WELL, A MENTION IN A MUSICAL. FOR THIS, WE THANK THE CREATORS OF SHUCKED, THE OUTRAGEOUSLY FUNNY (AND UNASHAMEDLY CORNY) MUSICAL SET IN COB COUNTY, SOMEWHERE IN THE GREAT CORN-GROWING HEARTLAND. WHEN ALL THE CORN MYSTERIOUSLY DIED, A CHARACTER DECIDES TO VENTURE OUTSIDE COB COUNTRY FOR SOLUTIONS. TAMPA WAS HER CHOICE. WHY TAMPA? IF ANYONE KNOWS, NO ONE IS SAYING. WE DON'T WANT TO LOOK A GIFT HORSE IN THE MOUTH, SO THANKS, SHUCKED!DR. SEUSS' HOW THE GRINCH STOLE CHRISTMAS! THE MUSICAL STARTED OUR HOLIDAY SEASON IN MID-NOVEMBER WHICH WAS FOLLOWED BY NEXT GENERATION BALLET'S ANNUAL NUTCRACKER. WE SAW THE STRIVING AND STRUGGLE THAT GOES INTO THE MAKING OF SUPERSTARS SUCH AS CHER (THE CHER SHOW) MICHAEL JACKSON (MJ THE MUSICAL) AND MOTOWN LEGENDS THE TEMPTATIONS (AIN'T TOO PROUD).JOBSITE, STRAZ'S RESIDENT THEATER COMPANY, BROUGHT US THE INGRATIATING HORROR OF GOREY STORIES, ONE OF SHAKESPEARE'S GORIEST WORKS, MACBETH, A BRILLIANT THE BUTTERFLY'S EVIL SPELL AND MORE OFF-THE-BEATEN-PATH THEATER.OPERA TAMPA'S SEASON DISPLAYED THE COMPANY'S RANGE AND IMAGINATION, SETTING DON PASQUALE IN YBOR CITY, PERFORMING LEONARD BERNSTEIN'S CANDIDE (A FIRST FOR THE COMPANY) AND ENDING THE SEASON WITH A CLASSIC, LA BOHME.WHAT ELSE CAN WE SAY-THE OVERALL SEASON WAS "SO GOOD! SO GOOD! SO GOOD!"WE TOPPED OFF OUR 24/25 SEASON IN EXPLORING THE WORLD OF IMMERSIVE ART BY PRESENTING BEYOND VAN GOGH/BEYOND MONET ON MORSANI STAGE AND CLUE: A WALKING TOUR ALONG THE TAMPA RIVERWALK.DURING THE 2024/25 SEASON, THE MARKETING AND TICKETING DEPARTMENTS SUPPORTED 1,500+ EVENTS AND GARNERED 2,700+ CLASS AND CAMP ENROLLMENTS RESULTING IN $29.5 MILLION IN TICKET REVENUE, $2.2 MILLION IN TUITION REVENUE AND $5 MILLION IN HANDLING FEE REVENUE. THE MARKETING TEAM NEGOTIATED $980,000 IN ADDED ADVERTISING VALUE. THE PUBLIC RELATIONS TEAM WAS RESPONSIBLE FOR MORE THAN $16.9 MILLION IN EARNED MEDIA COVERAGE. THE PUBLICATION AND WORDSMITH TEAM PRODUCED 230,000 COPIES OF 12 EDITIONS OF CENTERBILL (STRAZ CENTER'S PLAYBILL), TWO EDITIONS OF INSIDE MAGAZINE AND MORE THAN 50 CAUGHT IN THE ACT BLOG POSTS.ON THE DIGITAL SIDE, 3,800+ JOBS, INCLUDING EMAILS, TEXTS, APP PUSHES, DRIP CAMPAIGNS AND OTHER WEB-BASED PROJECTS, WERE EXECUTED; SOCIAL MEDIA GARNERED 78 MILLION IMPRESSIONS. ON THE CREATIVE SIDE, THE GRAPHIC DESIGN TEAM PRODUCED 1,200+ JOBS.TOTAL COSTS FOR MARKETING SERVICES SUPPORTING ARTS PROGRAMMING INCLUDED IN THE EXPENSE BASE ABOVE FOR FISCAL YEAR 24/25 AMOUNTED TO $3,353,064, INCLUDING IN-KIND MARKETING SERVICES RECEIVED TO OF $15,050. 11602910 2942305 FACILITY SERVICES:FACILITY SERVICES INCLUDE OPERATIONS INVOLVED IN THE PRESENTATION OF PERFORMING ARTS TO THE COMMUNITY AND THE UTILIZATION OF ALL AVAILABLE RESOURCES TO ENSURE CONTINUED FINANCIAL STABILITY.THESE OPERATIONS ARE RESPONSIBLE FOR BOTH FRONT-OF-HOUSE AND BACK-OF-HOUSE FUNCTIONS FOR FIVE THEATERS AND A 335,000-SQUARE-FOOT COMPLEX.(CONTINUED ON SCHEDULE O)OPERATIONS IS ALSO RESPONSIBLE FOR FOOD AND BEVERAGE (WITH THREE ON-SITE RESTAURANTS PLUS CATERING), MAINTENANCE AND CLEANING, FACILITIES, HOUSE MANAGEMENT (INCLUDING VOLUNTEERS), SECURITY AND GROUNDS AS WELL AS PRODUCTION SUPPORT THROUGH LIGHTING, SOUND, LOAD-INS, LOAD-OUTS AND STAGING. OPERATIONS IS RESPONSIBLE FOR MAINTAINING A 38-YEAR-OLD BUILDING, AS WELL AS A 20-YEAR-OLD CONSERVATORY WITH 20 STUDIOS. OUR 24/25 EXPENSE BASE ALSO INCLUDES DEPRECIATION EXPENSE OF $2,038,156 FOR THE AMORTIZED COST RECOGNITION OF PROPERTY, EQUIPMENT, AND LEASEHOLD IMPROVEMENTS. 4874420 437070 3767400 ARTS EDUCATION PROGRAMMING:ARTS EDUCATION IS A TOP PRIORITY AT THE STRAZ CENTER. THROUGH ITS PATEL CONSERVATORY, ARTS EDUCATION IS COMPRISED OF AGE-APPROPRIATE PERFORMANCES ON ITS MAIN STAGES, A SEQUENTIAL CLASSROOM CURRICULUM IN DANCE, THEATRE AND MUSIC PROVIDED IN THE PATEL CONSERVATORY, AND OUTREACH INITIATIVES DESIGNED TO REACH THOSE IN THE COMMUNITY WHO WOULD OTHERWISE BE UNABLE TO ATTEND ON-SITE ACTIVITIES.(CONTINUED ON SCHEDULE O)PATEL CONSERVATORY CONTINUES TO PROVIDE THE FINEST PERFORMING ARTS TRAINING IN AN INSPIRATIONAL SETTING BY GIVING STUDENTS THE TOOLS TO DREAM, REACH, DISCOVER AND CREATE THE PERFORMING ARTS, INTEGRATE THEM INTO EVERYDAY LIFE AND CONTRIBUTE TO THE COMMUNITY. THE CONSERVATORY IS AN ACCREDITED SCHOOL THROUGH THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS COUNCIL ON ACCREDITATION AND SCHOOL IMPROVEMENT. THE CONSERVATORY IS NOW IN ITS SEVENTEENTH YEAR OF ACCREDITATION WITH ITS ACCREDITATION THROUGH 2029. AT THE NORTH END OF THE STRAZ CENTER'S CAMPUS, THE PATEL CONSERVATORY'S THREE-STORY, 45,000 SQUARE-FOOT FACILITY OFFERS MORE THAN 260 PERFORMING ARTS CLASSES IN DANCE, THEATER, AND MUSIC FOR STUDENTS OF ALL AGES AND EXPERIENCE LEVELS. THE CURRICULUM IS DESIGNED TO PROVIDE INTRODUCTORY CLASSES FOR THE CULTURALLY CURIOUS AND PROGRESS TO PRE-PROFESSIONAL TRAINING FOR SERIOUS PERFORMING ARTS STUDENTS.TO US, ARTS EDUCATION IS NOT ABOUT MAKING NEW PROFESSIONAL ARTISTS. IT'S ABOUT GIVING YOUNG PEOPLE THE CHANCE TO DEVELOP COMPETENCIES THAT WILL HELP THEM SUCCEED IN SCHOOL, WORK, AND LIFE; TO GROW INTO GOOD CITIZENS AND GOOD NEIGHBORS; TO DREAM AND ACHIEVE BETTER FUTURES.THE PATEL CONSERVATORY CONTINUES TO FLOURISH WITH HIGH ENROLLMENT, GREAT ATTENDANCE AT OUR PROFESSIONALLY PRODUCED PRODUCTIONS AND STRONG DIVERSITY AMONG STUDENTS FROM PRE-K TO GOLDEN AGE. CURRICULUM INCLUDES SEQUENTIAL INSTRUCTION IN MUSIC, DANCE AND THEATER, VOCAL ARTS, MUSICAL THEATER, PLAYWRITING, IMPROVISION AND STORYTELLING. PATEL CONSERVATORY IS STRAZ'S INVESTMENT IN THE FUTURE. CHILDREN WHO LOVE THE ARTS BECOME ADULTS WHO LOVE AND SUPPORT THE ARTS. FOR SOME OF THOSE STUDENTS, IT WILL LEAD TO A PROFESSIONAL CAREER.PLACING ARTS EDUCATION WITHIN REACH OF ALL TAMPA BAY STUDENTS IS SOMETHING WE CAN'T DO WITHOUT COMMUNITY DONORS AND SUPPORT. THIS YEAR, WITH YOUR HELP, WE SERVED OVER 1,991 PATEL CONSERVATORY SCHOOL YEAR AND SUMMER SESSION UNIQUE TOTAL STUDENTS IN ON-SITE CLASSES, CAMPS, INTENSIVES, AND WORKSHOPS IN 153,699 INSTRUCTION HOURS. IN ADDITION, OVER 918 REGIONAL AND NATIONAL STUDENTS VISITED AND PARTICIPATED IN EVENTS OR CLASSES AT OUR CAMPUS. PERFORMANCE OPPORTUNITIES ARE AN IMPORTANT PART OF ARTS EDUCATION. PATEL CONSERVATORY STUDENTS STEPPED ONTO STRAZ CENTER STAGES TO SHOWCASE THEIR SKILLS IN OVER 21 STUDENT PRODUCTIONS THROUGHOUT THE SCHOOL YEAR, GAINING VALUABLE EXPERIENCES THAT REFLECT PROFESSIONAL APPLICATIONS.SCHOLARSHIPS:SINCE OUR SCHOLARSHIP LAUNCHED IN 2007, MILLIONS OF DOLLARS HAVE BEEN AWARDED TO DESERVING STUDENTS WITH LIMITED RESOURCES - MANY THROUGH ENDOWED SCHOLARSHIP FUNDS ESTABLISHED THROUGH PLANNED ESTATE GIFTS. IN 2024-2025, WE AWARDED 447 MERIT AND NEED-BASED SCHOLARSHIPS WORTH $323,384 PLUS $84,749 IN LIVING AND HOUSING SCHOLARSHIPS TOTALING $408,133 IN AGGREGATE AWARDED SCHOLARSHIPS TO HELP STUDENTS ACCESS THE TRAINING THEY DESIRE...ALL THANKS TO OUR DONORS.SELECTED ADVANCING STUDENTS WERE ALSO INVITED TO PERFORM ALONGSIDE PROFESSIONALS IN ARTS LEGACY REMIX AND OTHER PERFORMANCES ON OUR OUTDOOR RIVERWALK STAGE. THE STRAZ CENTER ALSO LINKS STUDENTS TO OPPORTUNITIES TO STRETCH THEIR WINGS AND EARN SCHOLARSHIPS, BY HOSTING EVENTS LIKE YOUTH AMERICA GRAND PRIX INTERNATIONAL BALLET COMPETITION FINALS, FLORIDA THESPIANS FESTIVAL, AND REGIONAL BROADWAY STAR OF THE FUTURE AWARDS.ARTS EDUCATION PARTNERSHIP PROGRAM:WE ALSO DELIVERED PATEL CONSERVATORY DANCE, MUSIC AND THEATER CURRICULA AND OTHER ARTS LEARNING EXPERIENCES TO 1,600 TAMPA BAY STUDENTS IN 44 SCHOOLS AND NEIGHBORHOODS LACKING IN ARTS OFFERINGS THROUGH OUR ARTS EDUCATION PARTNERSHIPS PROGRAM. PATEL CONSERVATORY AND PARTNERSHIP STUDENTS ALSO PARTICIPATED IN MASTER CLASSES AND WORKSHOPS WITH PROFESSIONAL TOURING ARTISTS, INCLUDING COMPLEXIONS CONTEMPORARY BALLET; ATTENDED DRESS REHEARSALS OF OPERA TAMPA PRODUCTIONS; AND RECEIVED MORE THAN 800 TICKETS TO ATTEND SELECT STUDY-RELATED PERFORMANCES ON STRAZ CENTER STAGES. 43125531 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 275 0 1 875 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 60 60 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 FL X MARY BETH ROSSI CAFO 8132221044 1010 N WC MACINNES PLACE TAMPA FL 336023720 BILL WEST CHAIRMAN 2.00 2.00 X X 0 0 0 DAVID J SCHER VICE CHAIR 2.00 0.00 X X 0 0 0 CHUCK SYKES VICE CHAIR 2.00 0.00 X X 0 0 0 GORDON L GILLETTE TREASURER 1.00 1.00 X X 0 0 0 KASEY SHIMBERG KELLY SECRETARY 1.00 0.00 X X 0 0 0 TROY ATLAS TRUSTEE 1.00 1.00 X 0 0 0 VAN AYERS TRUSTEE 1.00 0.00 X 0 0 0 ROXANNE BARTLEY TRUSTEE 1.00 0.00 X 0 0 0 PHIL BAUER TRUSTEE 1.00 0.00 X 0 0 0 LINDA BLANCHARD TRUSTEE 1.00 0.00 X 0 0 0 ALAN CLENDENIN TRUSTEE 1.00 0.00 X 0 0 0 HARRY COHEN TRUSTEE 1.00 0.00 X 0 0 0 JAY COLLINS TRUSTEE 1.00 0.00 X 0 0 0 SANTIAGO CORRADA TRUSTEE 1.00 0.00 X 0 0 0 ALIS DRUMGO TRUSTEE 1.00 0.00 X 0 0 0 SCOTT FINK TRUSTEE 1.00 0.00 X 0 0 0 MICHELE FREEDLE TRUSTEE 1.00 0.00 X 0 0 0 RYAN FREKING TRUSTEE 1.00 0.00 X 0 0 0 DANNI GALLAGHER TRUSTEE 1.00 0.00 X 0 0 0 JUDY L GENSHAFT TRUSTEE 1.00 0.00 X 0 0 0 BILL GOEDE TRUSTEE 1.00 0.00 X 0 0 0 ANGEL GONZALEZ TRUSTEE 1.00 0.00 X 0 0 0 CHARLENE GORDON TRUSTEE 1.00 0.00 X 0 0 0 BOB GRIES JR TRUSTEE 1.00 0.00 X 0 0 0 STACY HAHN TRUSTEE 1.00 0.00 X 0 0 0 FRASER HIMES TRUSTEE 1.00 0.00 X 0 0 0 GREG KADET TRUSTEE 1.00 0.00 X 0 0 0 JACK KIRKLAND JR TRUSTEE 1.00 1.00 X 0 0 0 ZENA LANSKY TRUSTEE 1.00 0.00 X 0 0 0 SU LEE TRUSTEE 1.00 0.00 X 0 0 0 BARRY LEVINE TRUSTEE 1.00 0.00 X 0 0 0 STANLEY I LEVY TRUSTEE 1.00 1.00 X 0 0 0 AD SANDY MACKINNON TRUSTEE 2.00 2.00 X 0 0 0 JASON MAGEE TRUSTEE 1.00 0.00 X 0 0 0 GUIDO MANISCALCO TRUSTEE 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0 0 SAMUEL L WRIGHT SR TRUSTEE 1.00 0.00 X 0 0 0 GREGORY HOLLAND CHIEF EXECUTIVE OFFICER 25.00 15.00 X 613332 0 37938 MARY BETH ROSSI CHIEF ADMIN & FINANCIAL OFFICER 25.00 15.00 X 300375 0 54020 JULIE BRITTON CHIEF DEVELOPMENT OFFICER 25.00 15.00 X 212284 0 28965 SUMMER BOHNENKAMP CHIEF COMMERCE & MKTG OFFICER 40.00 0.00 X 172151 0 40018 MATTHEW WOLF CHIEF OPERATING OFFICER 32.00 8.00 X 159849 0 10249 CURTIS MARSHALL VP OPERATIONS 40.00 0.00 X 140524 0 44308 ANTHONY WALTERS VP TICKETING 40.00 0.00 X 151915 0 24494 JAVIER RASMUSSEN VP FOOD & BEVERAGE 40.00 0.00 X 138500 0 37727 PETER EICHER SENIOR DIRECTOR OF IT 40.00 0.00 X 131879 0 28125 THOMAS WRIGHT SENIOR DIRECTOR OF FACILITIES 40.00 0.00 X 127472 0 23336 LORRIN SHEPARD FORMER CHIEF OPERATING OFFICER 0.00 0.00 X 142269 0 18501 2290550 0 347681 15 1 1 0 DLR GROUP INC PO BOX 933078 CLEVELAND OH 44193 ENGINEERING SERVICES 2290105 DISTRICT TECHNOLOGIES INC 8609 WESTWOOD CENTER DR TYSONS CORNER VA 22182 ADVERTISING 964200 NATIONAL BUILDING MAINTENANCE LLC PO BOX 17778 CLEARWATER FL 33762 CLEANING SERVICES 498992 FRIEDRICH WATKINS OF TAMPA LLC 5521 WEST CYPRESS STREET STE 104 TAMPA FL 336071755 CONSTRUCTION SERVICES 498496 SERAPID INC 34100 MOUND ROAD STERLING HEIGHTS MI 48310 ENGINEERING SERVICES 428300 16 687296 7781659 4808380 4823527 18100862 TICKET SALES 711110 25694472 25694472 BOX OFFICE FEES 711110 5884598 5884598 EDUCATION TUITION & PROGRAM FEES 711130 3767400 3767400 SERVICE FEE INCOME 541800 1129568 990753 94755 44060 RENT 532000 734874 734874 37210912 902561 902561 6219158 5926896 292262 292262 292262 583937 687296 445995 137942 137942 4799858 1490431 3309427 2942305 367122 59953966 40014402 461877 1376825 386454 386454 50616 50616 1771905 468622 1061623 241660 11874030 8478121 2588222 807687 797445 692283 65709 39453 1017405 792881 143641 80883 1210564 975574 155015 79975 119290 59843 59447 81767 81767 34000 34000 51570 51570 264483 71541 154955 37987 3768814 3709132 59682 2428345 1996188 366356 65801 1081779 275143 806636 1713745 1713745 202668 165243 35133 2292 161568 102964 46873 11731 2038156 2038156 690484 193115 497369 PRODUCTION EXPENSES 20538626 20392533 1734 144359 EMPLOYEE RELATIONS 287399 200892 82572 3935 BAD DEBT EXPENSE 24540 6257 18283 407362 356228 34684 16450 51003015 43125531 6251589 1625895 1814857 2436871 14284157 11874926 1895595 730591 460259 514756 114690 146691 1484282 1364251 63705877 29528715 24481541 34177162 11798891 12650655 887993 950852 1780664 3673132 59002929 68519887 2554302 4424003 15517656 13618417 483758 657969 18555716 18700389 X 36750411 46112845 3696802 3706653 40447213 49819498 59002929 68519887 X 8950951 417793 3541 X X 0 1 X 1 0 X 18652455 12344087 11989015 13389519 18100862 74475938 18652455 12344087 11989015 13389519 18100862 74475938 20292262 54183676 264910 359500 639668 967328 902561 3133967 303093 532908 187027 175332 204220 1402580 79012485 156379667 0.68580 0.71540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 60359 0 0 60359 0 PART II-B, LINE 1: LOBBYING EXPENSES REPRESENT ALLOCATED COMPENSATION COSTS FOR STRAZ CENTER EMPLOYEES WHO SPEND A PERCENTAGE OF THEIR TIME ON STATE AND FEDERAL ADVOCACY TO ADVANCE THE STRAZ CENTER'S MISSION, AS WELL AS DIRECT COSTS FOR A GOVERNMENT RELATIONS CONSULTANTS RETAINED TO PROVIDE STRATEGIC PLANNING, LOBBYING AND ADVISORY SERVICES RELATED TO GOVERNMENT AGENCIES, DEPARTMENTS, AND ELECTED OFFICIALS. THE CONSULTANTS ADVISE AND ASSIST WITH DEVELOPMENT AND IMPLEMENTATION OF LEGISLATIVE AND POLICY GOALS, KEY OBJECTIVES AND STRATEGIES, AND MONITORS LEGISLATIVE THREATS AND OPPORTUNITIES TO ADVANCE THE STRAZ CENTER'S MISSION. 0 377010 X 0 31347329 668023 3544350 4096094 31463608 27747203 818926 7863097 5081897 31347329 26736995 338814 4195941 3524547 27747203 34588074 69939 -6647509 1273509 26736995 24498458 9080310 5753707 4744401 34588074 0.00000 0.93192 0.06808 1 1 1 11605951 9158565 2447386 33040371 20370150 12670221 19059555 19059555 34177162 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 40692 FINE ART COLLECTION 377010 DUE FROM FOUNDATION 2597462 RIGHT OF USE ASSETS 657968 3673132 LEASE LIABILITIES 657969 657969 X PART III, LINE 4: THE CENTER MAINTAINS A FINE ARTS COLLECTION FOR THE CULTURAL ENRICHMENT OF ITS GUESTS AND COMMUNITY BY COMBINING VISUAL ARTS WITHIN ITS PERFORMING ARTS FACILITY. THE COLLECTION CONSISTS OF 4 SCULPTURES, AND 103 PRINTS, PAINTINGS, AND MULTIMEDIA WORKS, WHICH ARE ON PUBLIC EXHIBITION IN THE LOBBIES OF ITS MAIN VENUES. PART V, LINE 4: (1) PERMANENT ENDOWMENT FUNDS HELD BY THE CENTER REPRESENT PUBLIC FUNDING FROM THE FLORIDA STATE CULTURAL ENDOWMENT PROGRAM AND RELATED MATCHING GIFTS. THE INVESTMENT EARNINGS ON THE PERMANENT ENDOWMENT FUNDS ARE NOT RESTRICTED AND ARE CONSIDERED UNRESTRICTED/BOARD-DESIGNATED FUNDS WITH INTENDED USES PRIMARILY TO COVER EXPENSES ASSOCIATED WITH THE CENTER'S ARTS EDUCATION AND OUTREACH PROGRAMMING. INVESTMENT INCOME RETURN FROM THE STATE ENDOWMENT HELPS ENSURE THAT THE PERFORMING ARTS REMAIN AN INTEGRAL PART OF EVERY CHILD'S EDUCATION. THE CENTER'S OVERALL ARTS MANAGEMENT PHILOSOPHY AFFIRMS A COMMITMENT TO THE COMMUNITY TO PROVIDE THE HIGHEST QUALITY OF ARTISTIC PERFORMANCES, OUTREACH, ACCESSIBILITY, AND AUDIENCE DEVELOPMENT FOR ALL CONSTITUENT GROUPS. THIS IS ACCOMPLISHED IN LARGE PART THROUGH MULTICULTURAL EDUCATIONAL AND OUTREACH PROGRAMS. INCOME FROM THE CULTURAL ENDOWMENT PROGRAM ALSO ALLOWS THE CENTER TO EXPAND ITS EDUCATIONAL PROGRAMMING AND INCREASE ITS IMPACT ON THE COMMUNITY. (2) UNRELATED ORGANIZATION - THE CENTER IS THE BENEFICIARY OF THE RELATED FUNDS AT THE COMMUNITY FOUNDATION TAMPA BAY AND IS ENTITLED TO ALLOCATED DISTRIBUTIONS OF NET EARNINGS. PERMANENT ENDOWMENT FUNDS HELD IN TRUST BY THE COMMUNITY FOUNDATION TAMPA BAY FOR THE BENEFIT OF THE CENTER CONSIST OF DISTRIBUTION AND USAGE OF INVESTMENT EARNINGS FOR BOTH UNRESTRICTED AND RESTRICTED DONOR-DESIGNATED PURPOSES. THE USAGE OF THE UNRESTRICTED EARNING ALLOWS THE CENTER THE FLEXIBILITY TO USE THE INVESTMENT INCOME RETURN AS BEST SERVES THE ORGANIZATION'S IMMEDIATE CHALLENGES AND FUNDING REQUIREMENTS AS APPROVED BY THE BOARD. INTERNAL GUIDELINES FOR UNRESTRICTED EARNINGS ALLOW USAGE FOR OPERATING EXPENSES FOR ADMINISTRATIVE AND PROGRAMMING ACTIVITIES AS WELL AS SPECIAL PROJECTS. THE RESTRICTED DONOR DESIGNATIONS ON USAGE OF INVESTMENT EARNINGS ARE RELATED TO EDUCATION MUSIC PROGRAMMING. (3) RELATED ORGANIZATION - TAMPA BAY PERFORMING ARTS CENTER FOUNDATION, INC. (THE "FOUNDATION") - PERMANENT ENDOWMENT FUNDS HELD BY THE FOUNDATION PROVIDE FOR DISTRIBUTIONS TO THE CENTER AND USAGE OF INVESTMENT EARNINGS FOR BOTH UNRESTRICTED AND RESTRICTED DONOR-DESIGNATED PURPOSES. THE USAGE OF THE UNRESTRICTED EARNINGS ALLOWS THE CENTER THE FLEXIBILITY TO USE THE INVESTMENT INCOME RETURN AS BEST SERVES THE ORGANIZATION'S IMMEDIATE CHALLENGES AND FUNDING REQUIREMENTS AS APPROVED BY THE BOARD. INTERNAL GUIDELINES FOR USE OF BOARD-DESIGNATED ENDOWMENT (BOTH PRINCIPAL AND INVESTMENT RETURN) ALLOW USAGE FOR OPERATING EXPENSES, SPECIAL PROJECTS FOR BOTH THE CENTER AND FOUNDATION, COLLATERALIZATION FOR SECURING FINANCIAL ASSISTANCE, SPENDING POLICY DISTRIBUTIONS TO THE CENTER AND DESIGNATION AS PERMANENT ENDOWMENT IN ACCORDANCE WITH BOARD INTERPRETATION OF RELEVANT STATE LAW. THE RESTRICTED DONOR DESIGNATIONS ON USAGE OF INVESTMENT EARNINGS ARE RELATED TO (A) EDUCATION PROGRAMMING COVERING GENERAL ADMINISTRATION, OPERA, MUSIC, SPECIFIC SCHOOL ACTIVITIES, AS WELL AS (B) OPERA PROGRAMMING AND (C) THEATRE PROGRAMMING ACTIVITIES. THE PERCENTAGE REPORTED FOR TEMPORARILY RESTRICTED ENDOWMENTS INCLUDES ACCUMULATED EARNINGS ON AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: THE STRAZ CENTER AND THE FOUNDATION ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THE STRAZ CENTER AND THE FOUNDATION CONTINUE TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AS OF SEPTEMBER 30, 2025. MANAGEMENT BELIEVES THE UNRELATED BUSINESS INCOME GENERATED BY THE STRAZ CENTER IS NOT MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 SCHOLARSHIPS TO INTERNATIONAL STUDENTS 15425 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 SCHOLARSHIPS TO INTERNATIONAL STUDENTS 25191 RUSSIA AND NEIGHBORING STATES 0 0 SCHOLARSHIPS TO INTERNATIONAL STUDENTS 10000 0 0 0 0 0 0 50616 0 50616 SCHOLARSHIPS NORTH AMERICA 2 15425 ACH 0 N/A CASH SCHOLARSHIPS SOUTH AMERICA 5 25191 ACH 0 N/A CASH SCHOLARSHIPS RUSSIA AND NEIGHBORING STATES 1 10000 ACH 0 N/A CASH 0 0 0 0 0 0 PART I, LINE 2: THE CENTER PROVIDES SCHOLARSHIPS TO INTERNATIONAL STUDENTS ATTENDING THE PATEL CONSERVATORY. SEE ADDITIONAL INFORMATION ABOUT THE CONSERVATORY ON SCHEDULE O. SCHOLARSHIPS ARE AWARDED BY THE SCHOLARSHIP COMMITTEE AND TYPICALLY COVER A PERCENTAGE OF TUITION. SCHOLARSHIPS ARE FOR THE SESSION AND CLASS(ES) REQUESTED ONLY AND ARE NOT GUARANTEED TO BE RENEWED OR EXTENDED TO ALL CLASSES OR PROGRAMS. SCHOLARSHIP RECIPIENTS ARE GIVEN APPROXIMATELY TWO WEEKS FROM THE AWARD DATE TO REGISTER WITH THEIR SCHOLARSHIP (SPECIFIC DEADLINE WILL BE PROVIDED IN THE AWARD LETTER). AFTER THE DEADLINE, PRIORITY WILL BE GIVEN TO ANY QUALIFYING APPLICANTS ON THE WAITLIST AND THE ORIGINAL AWARDEES MAY BE PLACED ON A WAITLIST. STUDENTS MUST DEMONSTRATE DEDICATION AND PASSION IN CLASS AS EVIDENCED BY ATTENDANCE, PARTICIPATION AND RESPECT FOR THE PROCESS. SCHOLARSHIP RECIPIENTS ARE EXPECTED TO PARTICIPATE IN ALL REQUESTED CONSERVATORY PERFORMANCES (OUTREACHES, PUBLIC EVENTS, SHOWCASES, AND CONSERVATORY PRODUCTIONS), VOLUNTEER IN THE EDUCATION DEPARTMENT, WHEN REQUESTED AND WRITE A FOLLOW-UP LETTER, DESCRIBING THE BENEFITS OF THEIR EXPERIENCES. A COPY OF THIS LETTER WILL BE FORWARDED TO THE DEVELOPMENT DEPARTMENT SO THAT IT MAY BE SHARED WITH THE DONORS WHO MAKE OUR SCHOLARSHIP PROGRAM POSSIBLE. STUDENTS RECEIVING MERIT SCHOLARSHIPS MUST SHOW CONSISTENT, PROGRESSIVE IMPROVEMENT IN CLASS. PATEL CONSERVATORY HAS THE RIGHT TO REVOKE A SCHOLARSHIP AT ANY TIME, IF STUDENTS DO NOT MEET THE CONDITIONS OF HIS/HER SCHOLARSHIP. GALA FOR STRAZ 995108 509730 485378 23298 126279 80024 9750 75966 TASTE @ THE STRAZ 276125 177566 98559 64748 12961 7500 45469 1271233 687296 583937 23298 191027 92985 17250 121435 445995 137942 1 SCHOLARSHIPS 439 361693 0 N/A N/A TICKETS 315 19536 0 N/A N/A PRIZES & AWARDS 8 5225 0 N/A N/A PART I, LINE 2: PERIODIC REVIEW IS DONE THROUGHOUT THE SCHOOL YEAR BY THE ADMISSIONS OFFICE AND RESPECTIVE CHAIRS OF EACH DISCIPLINE ALONG WITH SEMI-ANNUAL REVIEWS WITH THE SCHOLARSHIP COMMITTEE. X X X 1 1 X X X X X X 0 0 0 1 1 0 0 1 0 GREGORY HOLLAND CHIEF EXECUTIVE OFFICER 488940 0 123600 0 792 0 9431 0 28507 0 651270 0 0 0 MARY BETH ROSSI CHIEF ADMIN & FINANCIAL OFFICER 274583 0 25000 0 792 0 23165 0 30855 0 354395 0 0 0 JULIE BRITTON CHIEF DEVELOPMENT OFFICER 186560 0 25000 0 724 0 15281 0 13684 0 241249 0 0 0 SUMMER BOHNENKAMP CHIEF COMMERCE & MKTG OFFICER 146875 0 25000 0 276 0 12472 0 27546 0 212169 0 0 0 CURTIS MARSHALL VP OPERATIONS 125423 0 15000 0 101 0 11035 0 33273 0 184832 0 0 0 ANTHONY WALTERS VP TICKETING 136290 0 15000 0 625 0 11255 0 13239 0 176409 0 0 0 JAVIER RASMUSSEN VP FOOD & BEVERAGE 122858 0 15000 0 642 0 7946 0 29781 0 176227 0 0 0 MATTHEW WOLF CHIEF OPERATING OFFICER 124688 0 0 0 35161 0 0 0 10249 0 170098 0 0 0 LORRIN SHEPARD FORMER CHIEF OPERATING OFFICER 141584 0 0 0 685 0 11304 0 7197 0 160770 0 0 0 PETER EICHER SENIOR DIRECTOR OF IT 124079 0 7800 0 0 0 0 0 28125 0 160004 0 0 0 THOMAS WRIGHT SENIOR DIRECTOR OF FACILITIES 112872 0 14600 0 0 0 9359 0 13977 0 150808 0 0 0 PART I, LINE 1A DURING THE PERIODS OF 5/16/24-6/13/24, TEMPORARY HOUSING COSTS OF $2,631 WERE INCURRED AND INCLUDED AS PART OF THE TOTAL COO RELOCATION PACKAGE OF $35,000. REIMBURSEMENTS WERE APPROPRIATELY APPROVED, SUBSTANTIATED, AND INCLUDED IN THE COO'S W-2 WAGES FOR CALENDAR YEARS 2024. PRESIDENT & CEO GREG HOLLAND RECEIVES THE BENEFIT OF FIRST-CLASS TRAVEL AND SOCIAL CLUB DUES TO THE STRAZ CENTER TAMPA CLUB. BOTH BENEFITS ARE CONSIDERED BUSINESS EXPENSES AND NOT INCLUDED IN TAXABLE WAGES. PART I, LINE 5 THE CEO HAS A WRITTEN CONTRACT, WHICH INCLUDES A DISCRETIONARY BONUS CONSIDERATION. NO FORMAL BONUS PROGRAM IS IN PLACE FOR OTHER OFFICERS OR HIGHLY COMPENSATED EMPLOYEES; BONUSES ARE DISCRETIONARY BASED ON THE OVERALL FINANCIAL CONDITION OF THE STRAZ CENTER IN ANY GIVEN YEAR, NOT SPECIFICALLY ON REVENUES. THE DISCRETIONARY BONUSES PAID TO MANAGEMENT OFFICERS AND HIGHLY COMPENSATED EMPLOYEES WERE ACCRUED AS OF FISCAL YEAR END SEPTEMBER 30, 2025 AND PAID IN NOVEMBER 2025. PART I, LINE 7 IN ACCORDANCE WITH THE CEO'S EMPLOYMENT CONTRACT, THE CEO IS ELIGIBLE TO RECEIVE AN ANNUAL BONUS AS A PERCENTAGE OF BASE COMPENSATION AT THE DISCRETION OF THE BOARD OF TRUSTEES. THE BONUS IS BASED ON REVIEW OF ACHIEVEMENTS OF STRATEGIC AND ANNUAL ORGANIZATIONAL OPERATIONAL AND FINANCIAL GOALS, AS WELL AS COMMUNITY ENGAGEMENT. THE AMOUNT REPORTED IN PART II, COLUMN (B)(II) FOR THE CEO INCLUDES FIXED INCENTIVE COMPENSATION IN ADDITION TO THE NON-FIXED BONUS DESCRIBED ABOVE. FOR OTHER EMPLOYEES, BONUSES ARE ALSO DISCRETIONARY AND ARE EVALUATED ON A YEAR-BY-YEAR BASIS. IF BONUSES ARE DETERMINED TO BE PAID OUT, THEY ARE APPROVED BY THE CEO. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION'S MISSION: THE TAX-EXEMPT PURPOSE OF THE TAMPA BAY PERFORMING ARTS CENTER IS: (A) TO PROMOTE INTEREST IN THE STUDY, CREATION AND DEVELOPMENT OF THE PERFORMING ARTS AND NEW ARTISTIC WORKS. (B) TO ADVANCE THE KNOWLEDGE AND APPRECIATION OF THE GENERAL PUBLIC LOCALLY, NATIONALLY, AND INTERNATIONALLY OF THE PERFORMING ARTS, SPECIFICALLY DRAMA, MUSIC, AND DANCE. (C) TO PROVIDE AND SUPPORT FACILITIES FOR THE EDUCATION OF THE GENERAL PUBLIC IN THE PERFORMING ARTS AND FOR THE PERFORMANCE OF ARTS, DRAMA, DANCE AND MUSIC EVENTS. (D) TO LESSEN THE BURDENS OF GOVERNMENT BY COMBATING COMMUNITY DETERIORATION BY FOSTERING THE DEVELOPMENT IN THE CITY OF TAMPA, THE COUNTY OF HILLSBOROUGH AND THE TAMPA BAY AREA OF AN APPRECIATION OF THE PERFORMING ARTS BY SPONSORING CULTURAL PRESENTATION, SUCH AS PLAYS, MUSICALS AND CONCERTS FOR THE GENERAL PUBLIC. (E) TO EDUCATE THE GENERAL PUBLIC OF THE TAMPA BAY AREA AND BEYOND BY PROVIDING AND ADVANCING THE KNOWLEDGE AND APPRECIATION OF THE CULTURAL ASPECTS OF LIFE SUCH AS DRAMA, MUSIC, AND DANCE. (F) TO AROUSE AND GIVE DIRECTION TO THE CULTURAL LIFE OF THE TAMPA BAY AREA AND BEYOND THROUGH THE PROMOTION OF THE PERFORMING ARTS. (G) TO ENCOURAGE AND PROMOTE THE PERFORMING ARTS, ALONG WITH THE CREATION AND DEVELOPMENT OF NEW PRODUCTIONS; PROVIDED, HOWEVER, THAT THIS ORGANIZATION SHALL NOT DIRECTLY OR INDIRECTLY BENEFIT PRIVATE INDIVIDUALS BUT SHALL BE DEDICATED TO THE ENHANCEMENT OF THE PERFORMING ARTS IN THE CITY OF TAMPA, COUNTY OF HILLSBOROUGH, NATIONALLY AND INTERNATIONALLY. (H) TO SPECIFICALLY ENGAGE IN THE DESIGN, CONSTRUCTION, AND ESTABLISHMENT OF A PERFORMING ARTS CENTER TO BE UTILIZED EXCLUSIVELY FOR THE PRESENTATION OF CULTURAL ARTISTIC PERFORMANCES AND EVENTS, EDUCATION OF THE PUBLIC ON THE PERFORMING ARTS, AND OTHER ENDEAVORS THAT ENHANCE THE CULTURE AND QUALITY OF LIFE OF THE GENERAL PUBLIC OF THE CITY OF TAMPA, COUNTY OF HILLSBOROUGH AND BEYOND. TO SUPPORT THE ABOVE EXEMPT PURPOSE, THE ORGANIZATION'S MISSION STATEMENT AND OPERATING PRINCIPLES AS APPROVED BY THE BOARD OF TRUSTEES IS AS FOLLOWS: THE TAMPA BAY PERFORMING ARTS CENTER'S OPERATING PRINCIPLES PROVIDE A FRAMEWORK FROM WHICH THE CENTER MAKES DECISIONS ON A DAY-TO-DAY BASIS. THEY SERVE AS THE "OPERATING INTERPRETATION" OF THE MISSION. IN CARRYING OUT THE MISSION OF THE TAMPA BAY PERFORMING ARTS CENTER, WE WILL: - MAKE THE PERFORMING ARTS AVAILABLE AND WELCOMING TO ALL. - OPEN OUR FACILITY TO LOCAL PERFORMING ARTS GROUPS AND ARTISTS AS PART OF OUR ROLE IN ADVANCING THE ARTS IN OUR COMMUNITY. - EDUCATE AND DEVELOP PERFORMING ARTS GROUPS AND ARTISTS AS PART OF OUR ROLE IN ADVANCING THE ARTS IN OUR COMMUNITY. - PROVIDE LEADERSHIP AND SUPPORT TO THE CULTURAL DEVELOPMENT EFFORTS OF THE TAMPA BAY REGION INCLUDING ASSISTANCE TO COMMUNITY INITIATIVES. - ENSURE OUR FINANCIAL STABILITY AND OPERATIONAL EFFICIENCY. - ENGAGE OUR STAFF, BOARD, VOLUNTEERS, AND OTHER SUPPORTERS OF THE CENTER AS ACTIVE PARTICIPANTS TO ADVANCE THE MISSION AND PRIORITIES OF THE ORGANIZATION. STRAZ CENTER DONORS FUEL INTELLECTUAL AND ARTISTIC GROWTH, AS WELL AS THE INTERNAL GROWTH OF THE ORGANIZATION ITSELF, MAKING IT POSSIBLE FOR THE STRAZ CENTER TO PRESENT AN ARRAY OF PROGRAMMING WITHOUT A SIMILAR PEER IN FLORIDA. THE ORGANIZATION'S VISION IS: THE STRAZ CENTER ENVISIONS A WORLD WHERE PERFORMING ARTS CENTERS ARE FEARLESS CHAMPIONS FOR ARTISTIC INNOVATION AND BOLD STORY TELLING. FORM 990, PART III, LINE 4A OUR FUTURE IS BOUNDLESS: AS ANNOUNCED IN PRIOR YEARS, WE CONTINUE TO WORK ON OUR CAMPUS EXPANSION. OUR STRATEGIC MASTER PLAN WILL TRANSFORM THE STRAZ INTO A REMARKABLE NEW GATHERING PLACE ON THE RIVERWALK THAT IS WELCOMING TO ALL. CONSTRUCTION COMMENCED IN MARCH OF 2025 AND IS ANTICIPATED TO BE COMPLETED IN SUMMER OF 2027. "WHILE OUR CAMPUS WILL EVOLVE DRAMATICALLY WHEN THE PROJECT IS COMPLETED IN 2027, OUR PURPOSE REMAINS CONSTANT: TO BRING EXTRAORDINARY PERFORMING ARTS EXPERIENCES TO OUR COMMUNITY AND ENSURE THEY ARE ACCESSIBLE TO ALL." GREG HOLLAND, STRAZ CENTER PRESIDENT AND CEO OUR SUPPORTING ORGANIZATION, TAMPA BAY PERFORMING ARTS CENTER FOUNDATION, INC., IS FUNDRAISING FOR THIS PLAN THROUGH OUR BOUNDLESS CAMPAIGN WHICH INCLUDES TWO GOALS: (1) TO TRANSFORM OUR PHYSICAL SPACES THROUGH A MASTER PLAN THAT MAKES THE STRAZ AN EVEN MORE VIBRANT STAGE FOR WORLD-CLASS ARTS AND EDUCATIONS; AND (2) TO STRENGTHEN OUR FINANCIAL FOUNDATION BY GROWING OUR ENDOWMENT. THANK YOU TO ALL OUR COMMUNITY DONORS AND SUPPORTERS FOR CONTRIBUTING TO SUPPORT OUR STRAZ CENTER AND SETTING A PLATFORM FOR US TO BUILD A BIGGER, BRIGHTER, AND WELCOMING FUTURE. YOUR COMMITMENT TO OUR MISSION ALLOWS US TO BRING ARTS EDUCATION AND ENJOYMENT TO THE TAMPA BAY AREA. FORM 990, PART VI, SECTION A, LINE 1A PER THE CENTER BYLAWS, BETWEEN MEETINGS OF THE BOARD OF TRUSTEES ON-GOING OVERSIGHT OF THE AFFAIRS OF THE ORGANIZATION MAY BE CONDUCTED BY THE EXECUTIVE COMMITTEE, THE MEMBERSHIP OF WHICH SHALL CONSIST OF ALL ELECTED OFFICERS, THE IMMEDIATE PAST CHAIR, CHAIRPERSONS OF STANDING COMMITTEES AND ADDITIONAL TRUSTEES SELECTED BY THE CHAIR. THE EXECUTIVE COMMITTEE DOES NOT HAVE THE AUTHORITY TO (A) AMEND THE ARTICLES OF INCORPORATION; (B) AMEND, ALTER, OR REPEAL THE BYLAWS OR ADOPT NEW BYLAWS; OR (C) FILL VACANCIES OF THE BOARD. ALL CORPORATE ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE IS REPORTED TO THE BOARD AT THE NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION A, LINE 2 CHAIRMAN BILL WEST AND TREASURER STANLEY LEVY HAVE A BUSINESS RELATIONSHIP. CHAIRMAN BILL WEST AND TRUSTEE SANDY MACKINNON HAVE A BUSINESS RELATIONSHIP. CHAIRMAN BILL WEST AND SECRETARY KASEY SHIMBERG KELLY HAVE A BUSINESS RELATIONSHIP. TRUSTEES CATHERINE L. STRAZ AND KEEBLER J. STRAZ HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B BEFORE FORM 990 IS FILED, IT IS REVIEWED BY THE CENTER'S FINANCE AND AUDIT COMMITTEES AT A SCHEDULED MEETING WITH A HIGHLIGHTED REVIEW OF THE FORM SECTION BY SECTION BEING DONE WITH THE CONTROLLER, CAFO AND CEO, AS APPLICABLE. AFTER THE FINANCE AND AUDIT COMMITTEES HAVE REVIEWED THE FORM, THE COMMITTEES WILL PROVIDE: (1) A SUMMARY OF THE HIGHLIGHTED REVIEW OF THE FORM 990 SECTION BY SECTION, ALONG WITH (2) A FINAL DRAFT OF THE PERSPECTIVE FORM 990 FOR THE YEAR BEING FILED TO ALL BOARD MEMBERS WHO HAVE VOTING PRIVILEGES AND (3) A RECOMMENDATION FOR MOTION FOR APPROVAL FOR THE FORM 990 TO BE FILED AS BEING REPRESENTED IN FINAL DRAFT FORM. THIS IS DONE VIA A BOARD-DESIGNATED SECURED WEBSITE FOR WHICH PASSWORDS ARE GIVEN FOR PROTECTED ACCESS. BOARD MEMBERS HAVE THE OPPORTUNITY TO SEND IN QUESTIONS AND/OR THEIR RESPECTIVE APPROVALS. THE FINANCE AND AUDIT COMMITTEES WILL ACCEPT AND RESPOND TO ANY QUESTIONS RAISED BY BOARD MEMBERS. AS PART OF THE SUBMITTED FORM 990 PRESENTATION TO THE BOARD, THE FINANCE AND AUDIT COMMITTEES WILL ALSO, BASED ON THEIR REVIEW OF THE FORM, MAKE NECESSARY RECOMMENDATIONS TO THE BOARD REGARDING GOVERNANCE, POLICIES, DISCLOSURE, ETC. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND EXECUTIVE STAFF (CEO, CAFO, COO, CCMO/EXECUTIVE PRODUCER), AND VICE PRESIDENTS, AS WELL AS ANY OTHER SENIOR KEY OR HIGHLY COMPENSATED EMPLOYEES) ON AN ANNUAL BASIS ARE REQUIRED TO: 1) READ THE CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY. 2) SIGN OFF ON ACKNOWLEDGMENT THAT THE POLICY HAS BEEN READ AND RECEIVED. 3) COMPLETE A CONFLICT-OF-INTEREST DISCLOSURE FORM. THE CAFO REVIEWS THE COMPLETED ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS. ANY CONCERNS ON CONFLICTS ARE RAISED TO THE CEO, CHIEF DEVELOPMENT OFFICER (STAFF LIAISON TO THE BOARD GOVERNANCE COMMITTEE) AND THE BOARD GOVERNANCE COMMITTEE, AS APPLICABLE. IF ANY BOARD MEMBER OR EXECUTIVE OR SENIOR STAFF DOES NOT COMPLETE THE RELATED ANNUAL FORMS, THE CHIEF DEVELOPMENT OFFICER OR CAFO WILL ADDRESS ACCORDINGLY. ANY CONFLICTS THAT RISE PERTAINING TO THE CAFO ARE TO BE ROUTED TO THE CEO, TREASURER AND AUDIT COMMITTEE CHAIR. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRMAN OF THE BOARD IN WORKING WITH THE HUMAN RESOURCES COMMITTEE (THE "COMMITTEE") HAS AUTHORITY TO NEGOTIATE THE CEO COMPENSATION WITH APPROVAL BY THE EXECUTIVE COMMITTEE AND RATIFICATION BY THE BOARD OF TRUSTEES. THE COMPENSATION OF THE CEO'S DIRECT REPORTS IS ESTABLISHED BY THE CEO AND REVIEWED WITH THE COMMITTEE ON BEHALF OF THE BOARD OF TRUSTEES. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTING FIRM, WHO WILL WORK FOR THE COMMITTEE TO EVALUATE THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM AGAINST THE COMPETITIVE MARKET ON AN ANNUAL OR AS NEEDED BASIS. IN ADDITION, UTILIZATION OF ONLINE COMPENSATION MARKET TOOLS AND STUDIES ARE USED FOR ANALYSIS AND EVALUATION. THE EVALUATION IS INTENDED TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. FOLLOWING THIS REVIEW, THE COMMITTEE REVIEWS AND APPROVES, FOR SELECTED KEY EXECUTIVES, BASE SALARIES AND ANNUAL INCENTIVE OPPORTUNITY ADJUSTMENTS, AND OBJECTIVES AND GOALS FOR THE UPCOMING YEAR'S ANNUAL INCENTIVE PLAN. FOR CEO COMPENSATION, THE COMMITTEE MEETS INDEPENDENT OF THE CEO TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION AS PER TBPAC'S CEO JOB PERFORMANCE AND EVALUATION MODEL. DURING THESE DELIBERATIONS, THE COMMITTEE MAY CONSIDER INPUT FROM OTHER BOARD MEMBERS, STAFF, PROFESSIONAL ADVISORS, GRANT-RECIPIENTS, AND OTHER INFORMED COMMUNITY LEADERS. ONCE A CONSENSUS IS REACHED REGARDING PERFORMANCE, A SIMILAR DISCUSSION IS HELD CONCERNING COMPENSATION RELATIVE TO ANNUAL BENCHMARKS AND ESTABLISHED OBJECTIVES. THE COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATION, IN AN EXECUTIVE SESSION WITHOUT THE CEO PRESENT. THE COMMITTEE CHAIR AND/OR BOARD CHAIR (A MEMBER OF THE COMMITTEE) THEN MEETS WITH THE CEO, ANNUALLY, TO DISCUSS AND DOCUMENT BUSINESS STRENGTHS, OPPORTUNITIES, AND GOALS FOR THE UPCOMING YEAR. COMPENSATION FOR THE UPCOMING YEAR IS ALSO DISCUSSED AND DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE CENTER MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE CENTER'S ANNUAL AUDITED CONSOLIDATED FINANCIAL STATEMENTS, ANNUAL REPORT TO THE COMMUNITY AND FORM 990 POLICY ARE AVAILABLE ON THE CENTER'S WEBSITE AT WWW.STRAZCENTER.ORG/ABOUT-US/FINANCIALS/. PER THE CENTER'S FORM 990 POLICY, THE ANNUAL FORM 990 IS MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 3,541. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR SELECTION OF THE INDEPENDENT CPA AND OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT. THE AUDIT COMMITTEE CHAIR WORKS WITH THE MANAGEMENT TEAM TO IDENTIFY POTENTIAL FIRMS. THE AUDIT CHAIR, CAFO, AND FINANCE DIRECTORS INTERVIEW THE NOMINEE CPA FIRMS AND RECOMMENDS A FIRM TO THE AUDIT COMMITTEE FOR APPROVAL. THE AUDIT COMMITTEE MOTIONS FOR APPROVAL AND ADVISES THE EXECUTIVE COMMITTEE OF THE BOARD. THE AUDIT COMMITTEE HOLDS QUARTERLY EXECUTIVE SESSIONS WITH THE AUDITORS AND REVIEWS THE ANNUAL AUDIT PLAN, AUDITED FINANCIAL STATEMENTS, AND MANAGEMENT COMMUNICATIONS WITH THE EXTERNAL AUDITORS. BROADWAY GENESIS LLC 1010 N MACINNES PLACE TAMPA FL 33602 271862461 PRODUCTION MANAGEMENT FL 0 500 TAMPA BAY PERFORMING ARTS CENTER INC TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC 1010 N WC MACINNES PLACE TAMPA FL 33602 593524613 SUPPORT TAMPA BAY PERFORMING ARTS CENTER, INC. FL 501(C)(3) LINE 12B, II TAMPA BAY PERFORMING ARTS CENTER INC 1 0 0 1 1 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC C 7781659 FAIR MARKET VALUE TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC D 2597462 RECEIVABLE BALANCE TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC J 0 INCLUDED IN SERVICE AGREEMENT (L) TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC L 643000 FAIR MARKET VALUE TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC M 0 INCLUDED IN CONTRIBUTIONS (C) TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC O 89985 FAIR MARKET VALUE TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC Q 363945 FAIR MARKET VALUE SCHEDULE R, PART V, LINE 2, TRANSACTION TYPE (D): EFFECTIVE DECEMBER 2024, THE TAMPA BAY PERFORMING ARTS CENTER FOUNDATION, INC. (RELATED ORGANIZATION, SEE SCHEDULE R, PART II) ENTERED INTO A NEW BORROWING AGREEMENT WITH A FINANCIAL INSTITUTION, WHICH PROVIDES THE ABILITY TO DRAW UP TO $21.5 MILLION THROUGH DECEMBER, 2026 (THE "DRAW PERIOD") TO SERVE AS BRIDGE FINANCING FOR THE FUNDRAISING OF CAPITAL CAMPAIGN PLEDGES FOR ITS CURRENT MASTER PLAN CONSTRUCTION PROJECT. AMOUNTS DRAWN UNDER THE AGREEMENT ARE COLLATERALIZED BY CERTAIN ASSETS OF BOTH THE FOUNDATION AS GUARANTEE AND THE STRAZ CENTER AS GUARANTOR. AT THE CONCLUSION OF THE DRAW PERIOD, ANY AMOUNTS DRAWN WILL BE CONVERTED INTO A TERM LOAN, WITH PRINCIPAL AND INTEREST PAYABLE QUARTERLY THROUGH THE MATURITY DATE OF DECEMBER 2030. AS OF SEPTEMBER 30, 2025, NO AMOUNTS HAVE BEEN DRAWN ON THE LOAN.