Nonprofit · EIN 86-0367773
BALLET ARIZONA
Tax-exempt · PHOENIX, AZ 85034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $13,325,138 | $11,835,491 | $1,489,647 | $21,367,702 | $929,312 | $20,438,390 |
| June 30, 2024 | 990 | $10,172,411 | $10,940,559 | -$768,148 | $19,231,112 | $1,033,676 | $18,197,436 |
| June 30, 2023 | 990 | $12,721,886 | $9,807,613 | $2,914,273 | $19,335,570 | $965,531 | $18,370,039 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,742,587
- of which government grants
- $219,060
- Program service revenue
- $6,564,902
- Investment income
- $970,493
- Net income from fundraising events
- -$63,700
- Net income from sales of inventory
- $110,856
- Other revenue
- $47,156
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $346,390
- Other salaries and wages
- $4,240,417
- Salaries, compensation and benefits (total)
- $5,966,679
- Professional fundraising fees
- $36,125
- Legal fees
- $20,693
- Accounting fees
- $137,823
- Occupancy
- $594,533
- Travel
- $209,161
- Depreciation
- $291,030
- Program services (functional)
- $8,306,827
- Management and general (functional)
- $2,718,396
- Fundraising (functional)
- $810,268
Balance sheet and other
- Total assets, start of year
- $19,231,112
- Total assets, end of year
- $21,367,702
- Total liabilities, end of year
- $929,312
- Net assets, end of year
- $20,438,390
- Land, buildings and equipment
- $3,139,983
- Publicly traded securities
- $13,858,863
- Net assets without donor restrictions
- $8,756,596
- Net assets with donor restrictions
- $11,681,794
- Gross receipts
- $13,583,990
- Employees
- 270
- Volunteers
- 250
- Year formed
- 1986
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMI KOZEMCZAK | EXECUTIVE DIRECTOR Officer | 45 | $177,500 | $6,883 |
| STEVEN HENDERSON | DIRECTOR OF PHILANTHROPY Highest-paid employee | 40 | $120,000 | $0 |
| MARIA SIMONETTI | REHEARSAL & SCHOOL DIRECTOR Highest-paid employee | 40 | $112,665 | $6,873 |
| DANIELA CARDIM | ARTISTIC DIRECTOR (ENTERED 7/24) Officer | 40 | $100,962 | $0 |
| DOUG BALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATIE BARGETTO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LISA BELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KRISTEN BOILINI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARLA COHEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HOLLIE CRIM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHEN HARDY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ELENI HAUPTMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BARBARA KATZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN KINSER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KAREN JURICHKO LOWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
20 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY ANN LUCIANO | BOARD MEMBER Trustee or director | 1 | $0 |
| VERONICA MOORE | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTEL MOSBY | BOARD MEMBER Trustee or director | 1 | $0 |
| TRACY OLSON | BOARD MEMBER Trustee or director | 1 | $0 |
| KIM PALTZIK | BOARD MEMBER Trustee or director | 1 | $0 |
| GREGORY PUCKETT | BOARD MEMBER Trustee or director | 1 | $0 |
| MERLE ROSSKAM | BOARD MEMBER Trustee or director | 1 | $0 |
| MACK SCHWING | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER HOLSMAN TETREAULT | BOARD MEMBER Trustee or director | 1 | $0 |
| RUTH WHITEHEAD | BOARD MEMBER Trustee or director | 1 | $0 |
| G VAN VELSOR WOLF JR | BOARD MEMBER Trustee or director | 1 | $0 |
| BRADLEY WYATT | BOARD MEMBER Trustee or director | 1 | $0 |
| CURTISS SMITH | CHAIR Trustee or director, Officer | 4 | $0 |
| PAUL HOMMERT | VICE CHAIR Trustee or director, Officer | 4 | $0 |
| FREDERICK C COREY | TREASURER Trustee or director, Officer | 4 | $0 |
| ASHLEY CASE | SECRETARY Trustee or director, Officer | 4 | $0 |
| KATHERINE HURD | BOARD MEMBER Trustee or director | 1 | $0 |
| SARAH KIST | BOARD MEMBER Trustee or director | 1 | $0 |
| KARA MONTALVO | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE BOLAR | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| IB ANDERSEN | ARTISTIC DIRECTOR Officer | 45 | $320,830 | $8,234 |
| JAMI KOZEMCZAK | EXECUTIVE DIRECTOR Officer | 45 | $175,000 | $8,234 |
| MARIA SIMONETTI | REHEARSAL & SCHOOL DIRECTO Highest-paid employee | 40 | $111,653 | $8,234 |
| CAREY ANTHONY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DOUG BALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KRISTEN BOILINI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ASHLEY CASE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARLA COHEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FREDERICK COREY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEVEN DOUGLASS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HEBA FAYED NUSAIRAT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHEN HARDY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ELENI HAUPTMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRISTEL HAYS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JENNIFER HOLSMAN TETREAULT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATHERINE HURD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAMILA IBARRA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KAREN JURICHKO LOWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BARBARA KATZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN KINSER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SARAH KIST | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY ANN LUCIANO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KARA MONTALVO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VERONICA MOORE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TRACY OLSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KIMBERLY PALTZIK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MAHES PRASAD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MERLE ROSSKAM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MACK SCHWING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VAN WOLF | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE BOLAR | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| CURTISS SMITH | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| FLAVIA CAMPBELL | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| PAUL HOMMERT | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| IB ANDERSEN | ARTISTIC DIRECTOR Officer | 40 | $299,415 | $6,873 |
| JAMI KOZEMCZAK | EXECUTIVE DIRECTOR Officer | 40 | $137,423 | $6,873 |
| MARIA SIMONETTI | REHEARSAL & SCHOOL DIRECTO Highest-paid employee | 40 | $112,140 | $6,873 |
| DOUG BALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KRISTEN R BOILINI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ASHLEY CASE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FREDERICK COREY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEVEN DOUGLASS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FAYED NUSAIRAT HEBA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRISTEL HAYS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JILL HEGARDT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JENNY HOLSMAN-TETREAULT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAMILA IBARRA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KAREN JURICHKO LOWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BARB KATZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY ANN LUCIANO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANET MELAMED | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KARA MONTALVO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VERONICA MOORE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KIMBERLY PALTZIK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MAHES PRASAD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MERLE ROSSKAM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DARYL GOSS WEIL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VAN WOLF | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SARAH KIST | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE BOLAR | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| CURTISS SMITH | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| FLAVIA CAMPBELL | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| PAUL HOMMERT | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2835 E WASHINGTON ST, PHOENIX, AZ 85034-1513
- Principal officer (990 for 2024)
- JAMI KOZEMCZAK, 2835 E WASHINGTON ST, PHOENIX, AZ 85034
- Signed the 990
- JAMI KOZEMCZAK, EXECUTIVE DIRECTOR
- Phone
- (602) 381-0184
- Website
- BALLETAZ.ORG
- Return prepared by
- POPEWALLER PLLC
Mission
TO IGNITE THE HUMAN SPIRIT THROUGH THE MAGIC OF DANCE. BALLET ARIZONA'S VISION IS BALLET FOR EVERYONE.
Program accomplishments
- BALLET PERFORMANCES THAT CONTRIBUTE TO THE DEVELOPMENT AND MAINTENANCE OF A PROFESSIONALLY RECOGNIZED RESIDENT BALLET COMPANY. THE ORGANIZATION PRESENTED ABOUT 73 PERFORMANCES WITH 74,112 ATTENDEES IN THE STATE OF ARIZONA DURING ITS REGULAR SEASON.Expenses $6,354,274 · revenue $5,327,068
- THE SCHOOL OF BALLET ARIZONA IS THE ORGANIZATION'S OFFICIAL TRAINING INSTITUTE. OVER 400 STUDENTS AGES FOUR AND OLDER PARTICIPATED IN BEGINNER THROUGH ADVANCED LEVEL PROGRAMS, INCLUDING PRE-PROFESSIONAL AND RECREATIONAL OFFERINGS. DURING THIS FISCAL YEAR, STUDENTS TOOK ABOUT 5,100 CLASSES OFFERED ALONGSIDE PROFESSIONAL DANCERS AND ARTISTIC STAFF OF BALLET ARIZONA. A RESOURCE OF COMMITTED AND INSPIRED TEACHERS GENERATED AN IMAGINATIVE, CREATIVE AND PRODUCTIVE RESPONSE. THE SCHOOL OF BALLET ARIZONA STUDENTS ARE ABLE TO SHARE THEIR LOVE OF DANCING IN COMMUNITY EVENTS THAT CONTRIBUTE TO THE INTRODUCTION OF THE ARTS TO YOUNG PEOPLE THROUGHOUT METROPOLITAN PHOENIX.Expenses $1,526,807 · revenue $1,209,770
- BALLET ARIZONA HAS SERVED ARIZONA COMMUNITIES BASED ON THE BELIEF THAT THE MAGIC OF A SINGLE PERFORMANCE CAN CHANGE LIVES. BALLET ARIZONA OFFERS A WIDE VARIETY OF COMMUNITY ENGAGEMENT PROGRAMS THAT SEEK TO EDUCATE COMMUNITIES ABOUT THIS TRANSFORMATIVE POWER OF DANCE. THROUGH OUR WORK WE STRIVE TO EMPOWER INDIVIDUALS TO ENGAGE MORE DEEPLY WITH THE ART FORM AND ELIMINATE THE BARRIERS TO PARTICIPATION THAT PREVENT PEOPLE FROM EXPERIENCING DANCE. BALLET ARIZONA OFFERS 15 PROGRAMS DURING ITS REGULAR SEASON INCLUDING FIELD TRIP OPPORTUNITIES, COMMUNITY PRESENTATIONS, AFTER SCHOOL RESIDENCIES, AND CREATIVE AGING PROGRAMS.Expenses $425,746 · revenue $138,920
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0367773
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A630)
- Assets (IRS master file)
- $21,367,702
- Income (IRS master file)
- $13,583,990
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $13,325,138 | $11,835,491 | $21,367,702 | XML |
| 990 | June 2024 | $10,172,411 | $10,940,559 | $19,231,112 | IRS |
| 990 | June 2023 | $12,721,886 | $9,807,613 | $19,335,570 | XML |
| 990 | June 2022 | $14,278,650 | $8,946,421 | $16,135,700 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-0367773).
Questions about BALLET ARIZONA
- What is the EIN of BALLET ARIZONA?
- The employer identification number (EIN) of BALLET ARIZONA is 86-0367773.
- Is BALLET ARIZONA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to BALLET ARIZONA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BALLET ARIZONA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BALLET ARIZONA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALLET ARIZONA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BALLET ARIZONA?
- The 990 for the year ended June 30, 2025 names JAMI KOZEMCZAK.
- Who are the officers and directors of BALLET ARIZONA?
- The 990 for the year ended June 30, 2025 lists 35 people; 4 received compensation from the organization, the highest $177,500 (JAMI KOZEMCZAK, EXECUTIVE DIRECTOR).
- How much revenue does BALLET ARIZONA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $13,325,138, expenses of $11,835,491 and total assets of $21,367,702 at year end.
Other nonprofits in PHOENIX
- KAIZEN EDUCATIONAL FOUNDATION EIN 80-0197489 · last filed 990 for 2025
- MUSICAL INSTRUMENT MUSEUM EIN 16-1743588 · last filed 990 for 2024
- HEARD MUSEUM EIN 86-0107517 · last filed 990 for 2025
- THE PHOENIX THEATRE COMPANY EIN 86-0108839 · last filed 990 for 2025
- ARIZONA SCIENCE CENTER EIN 86-0390558 · last filed 990 for 2025
- PHOENIX ART MUSEUM EIN 86-0072608 · last filed 990 for 2025
- PHOENIX SYMPHONY ASSOCIATION EIN 86-6000134 · last filed 990 for 2025
- PHOENIX ART MUSEUM ENDOWMENT FUND INC EIN 86-0765761 · last filed 990 for 2025
All nonprofits in PHOENIX · Arizona · Arts, culture and humanities