BALLET ARIZONA

EIN: 860367773 501(c)(3) Arts, Culture & Humanities

PHOENIX, AZ

Total Revenue
$13,325,138
Total Expenses
$11,835,491
Total Assets
$21,367,702
Net Assets
$20,438,390
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
AZ
Principal Officer
JAMI KOZEMCZAK
Phone
6023810184
Tax Period
2024-07-01 to 2025-06-30

BALLET ARIZONA, founded in 1986, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $13.3M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $11.8M left a modest 11% surplus.

Mission

TO IGNITE THE HUMAN SPIRIT THROUGH THE MAGIC OF DANCE. BALLET ARIZONA'S VISION IS BALLET FOR EVERYONE.

Program Service Accomplishments

Program 1
Expenses: $6,354,274 Revenue: $5,327,068

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...

Read more

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.

Program 2
Expenses: $1,526,807 Revenue: $1,209,770

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...

Read more

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.

Program 3
Expenses: $425,746 Revenue: $138,920

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...

Read more

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,742,587
Program Service Revenue $6,564,902
Investment Income $970,493
Other Revenue $47,156
TOTAL REVENUE $13,325,138

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,966,679
Fundraising Expenses $810,268
Program Expenses $8,306,827
Other Expenses $5,832,687
TOTAL EXPENSES $11,835,491

Year-over-Year Comparison

2024 2023 Change
Revenue $13,325,138 $10,172,411 +0.3%
Expenses $11,835,491 $10,940,559 +0.1%
Net Income $1,489,647 $-768,148 -2.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
31
Independent Members
31
Employees
270
Volunteers
250

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$285,345
Total Directors
31
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DOUG BALL BOARD MEMBER 1.00
Director
$0 $0 $0
KATIE BARGETTO BOARD MEMBER 1.00
Director
$0 $0 $0
LISA BELL BOARD MEMBER 1.00
Director
$0 $0 $0
KRISTEN BOILINI BOARD MEMBER 1.00
Director
$0 $0 $0
CARLA COHEN BOARD MEMBER 1.00
Director
$0 $0 $0
HOLLIE CRIM BOARD MEMBER 1.00
Director
$0 $0 $0
STEPHEN HARDY BOARD MEMBER 1.00
Director
$0 $0 $0
ELENI HAUPTMAN BOARD MEMBER 1.00
Director
$0 $0 $0
BARBARA KATZ BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN KINSER BOARD MEMBER 1.00
Director
$0 $0 $0
KAREN JURICHKO LOWELL BOARD MEMBER 1.00
Director
$0 $0 $0
MARY ANN LUCIANO BOARD MEMBER 1.00
Director
$0 $0 $0
VERONICA MOORE BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTEL MOSBY BOARD MEMBER 1.00
Director
$0 $0 $0
TRACY OLSON BOARD MEMBER 1.00
Director
$0 $0 $0
KIM PALTZIK BOARD MEMBER 1.00
Director
$0 $0 $0
GREGORY PUCKETT BOARD MEMBER 1.00
Director
$0 $0 $0
MERLE ROSSKAM BOARD MEMBER 1.00
Director
$0 $0 $0
MACK SCHWING BOARD MEMBER 1.00
Director
$0 $0 $0
JENNIFER HOLSMAN TETREAULT BOARD MEMBER 1.00
Director
$0 $0 $0
RUTH WHITEHEAD BOARD MEMBER 1.00
Director
$0 $0 $0
G VAN VELSOR WOLF JR BOARD MEMBER 1.00
Director
$0 $0 $0
BRADLEY WYATT BOARD MEMBER 1.00
Director
$0 $0 $0
CURTISS SMITH CHAIR 4.00
Officer Director
$0 $0 $0
PAUL HOMMERT VICE CHAIR 4.00
Officer Director
$0 $0 $0
FREDERICK C COREY TREASURER 4.00
Officer Director
$0 $0 $0
ASHLEY CASE SECRETARY 4.00
Officer Director
$0 $0 $0
KATHERINE HURD BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH KIST BOARD MEMBER 1.00
Director
$0 $0 $0
KARA MONTALVO BOARD MEMBER 1.00
Director
$0 $0 $0
MIKE BOLAR BOARD MEMBER 1.00
Director
$0 $0 $0
DANIELA CARDIM ARTISTIC DIRECTOR (ENTERED 7/24) 40.00
Officer
$100,962 $0 $100,962
JAMI KOZEMCZAK EXECUTIVE DIRECTOR 45.00
Officer
$177,500 $6,883 $184,383
MARIA SIMONETTI REHEARSAL & SCHOOL DIRECTOR 40.00
Highest
$112,665 $6,873 $119,538
STEVEN HENDERSON DIRECTOR OF PHILANTHROPY 40.00
Highest
$120,000 $0 $120,000
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $13,325,138 $11,835,491 $21,367,702 $1,489,647
2024 $10,172,411 $10,940,559 $19,231,112 $-768,148
2023 $12,721,886 $9,807,613 $19,335,570 $2,914,273
2022 $14,278,650 $8,946,421 $16,135,700 $5,332,229
2021 $6,255,701 $5,779,398 $11,465,321 $476,303
2020 $8,641,217 $7,818,329 $10,824,132 $822,888
2019 $6,961,235 $8,371,818 $9,844,216 $-1,410,583
2018 $7,904,897 $7,721,190 $10,625,753 $183,707
Explore More Nonprofits
Top 100 Nonprofits in Arizona Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare BALLET ARIZONA with other nonprofits in Arizona and across the country.