2025-04-07T18:13:59-05:00 2024-06-30 860750225 Keegan Linscott & Associates PC 3443 N Campbell Avenue Suite 115 Tucson AZ 85719 990 2023-07-01 860211777 Arizona Theatre Company ARIZ 5208848210 6363 S Country Club Rd Suite 101 Tucson AZ 85706 Geraldine Wright Executive Director 5208848210 2025-04-03 1 1 Carla J Keegan P00596839 5208840176 2023 2025-03-06 01:10:19Z Geraldine Wright 6363 S Country Club Rd Suite 101 Tucson AZ 85706 8552593 0 X arizonatheatre.org X 1966 AZ ATC's mission is to create world-class theatre about what it means to be alive today - inspiring curiosity and creativity, sparking empathy and joy - bringing all Arizonans together. 25 22 342 280 0 0 2945869 3381584 3051079 4013212 68295 48010 97 1734 6065340 7444540 4025 3653 0 0 4333706 4969825 0 0 587099 3756293 4138696 8094024 9112174 -2028684 -1667634 4781274 3562892 3531434 3982726 1249840 -419834 X ATC's mission is to create world-class theatre about what it means to be alive today - inspiring curiosity and creativity, sparking empathy and joy - bringing all Arizonans together. 0 0 6644570 3906205 Setting the gold standard for artistic excellence, Arizona Theatre Company (ATC) is the state's only LORT (League of Resident Theatres) professional regional theatre. Under the visionary leadership of Executive Director Geri Wright and Kasser Family Artistic Director Matt August, ATC brings world-class artists together to create exceptional theatrical experiences for Tucson and the Tempe/Phoenix metro area. Beyond the stage, ATC enriches lives through outreach, education, and community engagement, reaching over 300,000 annually. From mainstage productions to student matinees and the National Latine Playwrights Award and Festival, we believe in the transformative power of theatre to inspire and connect.Join us in celebrating the magic of live performance-where creativity thrives, boundaries dissolve, and communities unite. 174223 35415 Arizona Theatre Company provides professional theatre arts programming to students across Arizona through our student matinee program. During the 2023-24 season, this initiative enriched the lives of more than 3,500 students.ATC's student matinee program provides affordable access to live theatre for students from K-12 grades. We offer $1 tickets to Title I schools and discounted tickets to all other student groups, ensuring that financial barriers do not prevent young audiences from experiencing professional theatre. Following each performance, students engage in dynamic panel discussions with the artistic team and actors, deepening their understanding of the production. To further enhance the educational experience, ATC provides show-specific study guides and educator resources at no additional cost. 164625 3653 71592 ATC is committed to fostering strong connections and engaging with our local communities. Our community engagement initiatives establish ATC as a vital cultural resource, extending our impact beyond the stage. Through diverse programs, including accessibility programming, audience engagement events, and the National Latine Playwright Award and Festival, we continuously expand our presence and strengthen our relationship with the community. Each of our productions features special events such as Community Night, Pride Night, and Teacher Preview Night, while offering reduced-price tickets to ensure the theatre remains accessible to all. ATC collaborates with more than 50 community organizations, local businesses, and nonprofits, forging meaningful partnerships that enhance engagement, elevate brand awareness, and support community well-being. Examples of these partnerships include Vet Tix, Phoenix Pride, Loving Library, Arizona Hispanic Chamber of Commerce, and Valors Veterans. 6983418 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 105 0 1 342 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 22 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 1 0 X X The Organization 6029260620 6363 S Country Club Rd Suite 101 Tucson AZ 85706 Geraldine Wright Executive Director 40.00 X X 198019 0 16112 Matthew August Artistic Director 40.00 X 190084 0 6128 Pat Engels Chair 5.00 X X 0 0 0 Kay Oliver Secretary 5.00 X X 0 0 0 Adam Michael Treasurer 5.00 X X 0 0 0 Char Augenstein Trustee 5.00 X 0 0 0 Nora Hannah Trustee 2.00 X 0 0 0 Phil Cowen Trustee 5.00 X 0 0 0 Gary Jackson Trustee 2.00 X 0 0 0 Brian Jorgensen Trustee 2.00 X 0 0 0 Deanna Evenchik-Brav Trustee 2.00 X 0 0 0 Stephen Heitz Trustee 5.00 X 0 0 0 Joanie Flatt Trustee 2.00 X 0 0 0 Michael O'Connor Trustee 2.00 X 0 0 0 Beverly Arrington Trustee 2.00 X 0 0 0 Joan Sherwood Trustee 2.00 X 0 0 0 Erica Stutman Trustee 2.00 X 0 0 0 Brian Boylan Trustee 5.00 X 0 0 0 Don Riegger Trustee 2.00 X 0 0 0 Karen Wohlgemuth Trustee 2.00 X 0 0 0 Michael Bradford Trustee 2.00 X 0 0 0 Hugh Hallman Trustee 2.00 X 0 0 0 Debra Larson Trustee 2.00 X 0 0 0 Analise Ortiz Trustee 2.00 X 0 0 0 Mary Beth Radke Trustee 2.00 X 0 0 0 Patrick Jones Trustee 2.00 X 0 0 0 Mark Kochman Chief Financial Officer 40.00 X 84583 0 6636 Paula Taylor Chief Development & Market 40.00 X 119206 0 6592 591892 0 35468 3 0 1 0 Unio Digital LLC 2090 N Kolb Rd Tucson AZ 85715 IT Provider 127473 1 249676 60000 3071908 1082002 3381584 Ticket Sales 711110 3817701 3817701 Program Revenue 711110 127174 127174 Facility Rentals 711110 63508 63508 Other 711110 4829 4829 4013212 59206 59206 34 34 1043857 27000 1064889 17164 -21032 9836 -11196 -11196 27700 249676 26000 1700 1700 7444540 4013212 0 49744 3653 3653 627360 481419 95466 50475 3498978 2682413 532034 284531 146654 146654 393163 306609 60586 25968 303670 235094 43696 24880 10000 10000 8606 8606 87310 87310 357950 314655 43295 933383 783538 12665 137180 123823 77123 43704 2996 127473 127473 280099 280328 -229 1208060 1089893 85760 32407 160341 144531 11626 4184 10852 3961 5556 1335 11100 11100 149362 43610 105752 53090 53090 Production Expenses 390801 299165 81629 10007 Dues, Licenses and Fees 133023 24099 95844 13080 Miscellaneous 60276 50574 9646 56 Operating Expenses 17113 17113 16034 7493 8541 9112174 6983418 1541657 587099 22766 17076 2146887 824874 31094 47211 6017 3566 216451 409298 1582264 1034188 663462 548076 1166 978 1693431 1711813 4781274 3562892 296999 369969 1617923 1556298 1616512 2056459 3531434 3982726 X 855010 -886833 394830 466999 1249840 -419834 4781274 3562892 -1667634 -2040 0 X 0 1 X 1 0 X 3050568 4475332 5172746 2945869 3381584 19026099 3632990 44863 3680165 3051079 4013212 14422309 60966 29700 27700 118366 228125 111090 96690 96690 96690 629285 6972649 4631285 8979301 6093638 7519186 34196059 1054000 178304 171943 154126 360289 1918662 0 1054000 178304 171943 154126 360289 1918662 32277397 1649 568 1211 68606 59240 131274 1649 568 1211 68606 59240 131274 1224783 1224783 6974298 4631853 10205295 6162244 7578426 35552116 0.90790 0.88400 0.00370 0.00200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106630 106630 106630 106630 106630 106630 106630 106630 55800 50830 106630 1.00000 0 0 4660 4660 479518 123176 356342 993920 870171 123749 104166 40841 63325 548076 Equity Bond Deposits 90937 Other Deposits 17225 Intangibles 12120 Operating Lease Right of Use 1591531 1711813 Operating Lease Liabilities 1656459 Line of Credit 400000 2056459 X 7655346 -2040 222682 220642 7434704 9836 9836 7444540 9325020 222682 -9836 212846 9112174 0 9112174 Part V, Line 4: The Theatre's endowments were established to support, further and enhance the mission of the Theatre. Endowment assets include those assets of donor-restricted funds that the Theatre must hold in perpetuity or for a donor-specified period. As required by U.S. GAAP, net assets associated with endowments funds are classified and reported based on the existence or absence of donor-imposed restrictions. Part X, Line 2: The Theatre is exempt from income taxes under both federal (Internal Revenue Code Section 501(c)(3)) and Arizona income tax laws. The Theatre is classified as other than a private foundation under section 509(a)(2). Accordingly, no provision for federal or state income taxes is recorded in the accompanying financial statements. Income from certain activities not directly related to the Theatre's tax-exempt purpose, however, may be subject to taxation as unrelated business income. Management is not aware of any matters which would cause the Theatre to lose its tax-exempt status. Management has considered its tax positions in accordance with the accounting standard for uncertainty in income taxes and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Theatre's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. The Theatre recognizes interest and penalties related to unrecognized tax benefits in administrative and general expenses and accrued expenses in the accompanying financial statements. There were no recognizable interest and penalties during the year ended June 30, 2024 and 2023. Part XI, Line 4b - Other Adjustments: Gain on Asset Disposal 9,836. Part XII, Line 2d - Other Adjustments: Gain on Asset Disposal -9,836. Gala 277376 249676 27700 26000 277376 249676 27700 26000 26000 1700 X X 0 0 0 0 0 0 0 0 0 Geraldine Wright Executive Director 198019 0 0 0 0 0 0 0 16112 0 214131 0 0 0 Matthew August Artistic Director 190084 0 0 0 0 0 0 0 6128 0 196212 0 0 0 Stephen Heitz Trustee 145438 Pass-through advertising costs paid to advertising agency where trustee works. 0 X 7 1064890 FMV X Meeting expenses 3 10161 FMV X Reception expenses 4 4124 FMV X Gala expenses 1 1840 FMV X Various items & supplies 1 987 FMV 0 0 0 0 Form 990, Part VI, Section A, line 8b Committees take minutes when it's practical to do so based upon available personnel, meeting location, or other factors. In the absence of written minutes, committees often record the meeting electronically and the organization can go back to transcribe minutes at a later date if needed. Form 990, Part VI, Section B, line 11b The complete Form 990 is reviewed and approved by the Audit Committee, after which the Public Disclosure copy of the Form is then submitted to the Finance Committee and the Board, in that order, for comments. Once all comments have been considered by the Audit Committee, the entire board is provided the final version of the Public Disclosure copy prior to filing. Form 990, Part VI, Section B, line 12c The Organization's Conflict of Interest Policy applies to every Trustee, staff member, and volunteer of the organization and any committee of the Board of Trustees with power and authority to influence, carry out or direct the carrying out of any Board of Trustee action. The Policy is also applicable when there is participation in any matter in which a member of the immediate family, close personal friend, business partner or client of a Trustee, staff member or volunteer has an opportunity for personal gain, financial benefit or advancement of a proprietary interest. Trustees, staff members and volunteers of the organization have an ongoing responsibility to monitor for conflicts. A person with a conflict of interest must 1) Announce that they will not participate in the discussion on the matter and will not vote, 2) State generally the nature of their interest, 3) Leave the room while the matter is being discussed, 4) Refrain from voting or soliciting favorable votes on the matter, and 5) Request that the records of the meeting reflect accurately the statements and actions regarding the matter. If a Trustee, staff person or volunteer has reasonable cause to believe that a Trustee, staff person or volunteer has failed to disclose an actual or potential conflict of interest, such alleged failure should be reported to the Board Chair. Form 990, Part VI, Section B, line 15 Arizona Theatre Company (ATC) determines compensation by comparisons to similar positions in similar industries, including executive level. Also taken into consideration are such factors as time in position, expertise, expectations, and other factors. Compensation may be determined by management and/or the Board of Trustees, depending on the position. Compensation for Executive Director and Artistic Director are dictated by contract, all other employees' compensation is reviewed annually by management. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available upon request. Form 990 is available upon request and also online at www.guidestar.org.