2025-07-07T12:18:23-05:00 2024-09-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-10-01 592037085 TAMPA BAY PERFORMING ARTS CENTER INC TAMP 8132221044 1010 NORTH WC MACINNES PLACE TAMPA FL 336023720 MARY BETH ROSSI CAFO 8132221044 2025-07-07 1 1 LISA BURKE P00220718 8169455500 2025-06-30 2023 2025-03-06 01:10:19Z DAVID A STRAZ JR CENTER GREGORY HOLLAND 1010 NORTH WC MACINNES PLACE TAMPA FL 336023720 60248445 0 X WWW.STRAZCENTER.ORG X 1980 FL TO INSPIRE, EDUCATE AND CONNECT OUR COMMUNITY THROUGH SHARED PERFORMING ARTS EXPERIENCES. 55 55 834 802 459267 0 11989015 13389519 42921010 34904458 135850 1197613 3837727 3467131 58883602 52958721 343214 437894 0 0 15431001 15955836 0 0 1596889 38408264 32690321 54182479 49084051 4701123 3874670 51824460 59002929 16747429 18555716 35077031 40447213 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 25145521 31225521 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 23/24 SEASON AS SUMMARIZED BY GREG HOLLAND, OUR PRESIDENT AND CEO IN OUR 2023-2024 ANNUAL REPORT TO THE COMMUNITY:DEAR FRIENDS:PERHAPS THE BRIGHTEST HIGHLIGHT OF LAST SEASON (23/24), THE CHOIR OF MAN STRUCK A CHORD WITH STRAZ AUDIENCES. AS PART OF OUR "ONLY AT STRAZ CENTER" PRODUCING PILLAR, THE CHOIR OF MAN COULD ONLY BE SEEN IN TWO LOCATIONS LAST YEAR: ON LONDON'S WEST END AND IN TAMPA AT JAEB THEATER IN FALL 2023. THIS STRAZ PRODUCES STAGING KEPT CROWDS STREAMING INTO JAEB THEATER, SO MUCH SO THAT THE UK IMPORT'S ORIGINAL TWO-MONTH RUN WAS EXTENDED INTO DECEMBER. CHOIR IS SET IN A BRITISH PUB WITH ACTORS PORTRAYING THE REGULARS. IT'S A ROUSING, 90-MINUTE CELEBRATION OF BEER, CAMARADERIE AND EARWORM TOP 40 HITS. IT'S ALSO A CELEBRATION OF COMMUNITY. THE TAMPA BAY AREA COMMUNITY IS A VITAL PART OF WHAT STRAZ IS ABOUT. AFTER ALL, IT'S WHERE MOST OF THE HALF MILLION GUESTS WE GREETED IN 2023-2024 COME FROM. OUR COMMITMENT TO THE ARTS GOES HAND IN HAND WITH OUR COMMITMENT TO OUR COMMUNITY. THAT COMMITMENT IS REFLECTED IN OUR ARTS AND HEALTH PROGRAMMING AND OUR OUTREACH TO ACTIVE-DUTY MILITARY, VETERANS AND FAMILIES. IT'S SEEN IN OUR EDUCATIONAL PROGRAMS WHICH MAKE THE ARTS ACCESSIBLE TO 80,000 PARTICIPANTS THROUGH PROGRAMS ON OUR STAGES, IN OUR PATEL CLASSROOMS, VIA A U.S. DEPARTMENT OF EDUCATION GRANT FOR FIELD TRIPS AND IN OUR WORK WITH MORE THAN 40 COMMUNITY PARTNERS. OUR ARTS LEGACY: REMIX PRESENTATIONS INCORPORATE DANCE, MUSIC AND STORYTELLING AS WE EXPLORE OUR AREA'S CULTURAL ROOTS. OUR VIRTUAL TOWN HALL MEETINGS, VOICES OF THE COMMUNITY AND CULTURAL READING SERIES PROVIDE A SAFE SPACE TO DISCUSS STORIES, EXPERIENCES, AUTHORS AND WORKS OF ALL KINDS.IN 2023-2024, STRAZ OFFERED 1,394 PERFORMANCES, SERVED BY 802 ANNUAL VOLUNTEERS DEDICATING OVER 63,811 SERVICE HOURS. WE WELCOMED MORE THAN 500,000 ON-CAMPUS GUESTS ATTENDING THOSE PERFORMANCES AND EVENTS. WE EXTENDED OUR OUTREACH TO THE COMMUNITY IN PROVIDING 18,500 COMPLIMENTARY TICKETS.AND WHAT PERFORMANCES THEY WERE: BEETLEJUICE SET A RECORD FOR MOST TICKETS SOLD FOR A SINGLE WEEK RUN. THAT'S A FINE WAY TO KICK OFF A BROADWAY SEASON, WHICH ALSO FEATURED INSPIRED REVIVALS OF FUNNY GIRL AND COMPANY, THE SENSORY SPECTACLE OF MOULIN ROUGE! THE MUSICAL, THE ALL-TIME CLASSIC PETER PAN, AND MORE. ALL TOLD, STRAZ GENERATED A $131 MILLION ECONOMIC IMPACT IN OUR AREA, AS WELL AS MORE THAN $4 MILLION IN LOCAL AND STATE TAX REVENUES. WE KNOW OUR SUCCESS DEPENDS ON THE GENEROSITY OF OUR DONORS. THANKS TO YOUR GIFTS, WE CAN BRING THE ARTS TO SCHOOLS AND COMMUNITIES THAT WOULD GO WITHOUT OTHERWISE; ACTIVE-DUTY MILITARY, VETERANS AND THEIR FAMILIES HAVE RESOURCES TO AID THEIR RETURN TO CIVILIAN LIFE. MORE STUDENTS WILL BE EXPOSED TO THE ARTS; AND SO MUCH MORE. THIS ANNUAL REPORT HELPS QUANTIFY OUR EFFORTS AT BRINGING THE ARTS AND EDUCATION TO OUR COMMUNITY. THANK YOU SO VERY MUCH FOR HELPING TO MAKE IT ALL POSSIBLE. GREG HOLLAND PRESIDENT AND CEOIN A WORD, THE 2023-24 SEASON WAS EXTRAORDINARY. WE AIM TO MAKE EVERY SEASON EXTRAORDINARY AT STRAZ. SOME SEASONS, THOUGH, GO EVEN BEYOND TO BECOME EXTRAORDINARILY SPECIAL. LAST SEASON WAS EXTRA-EXTRAORDINARY FOR US, BECAUSE IN ADDITION TO PRESENTING, WE WERE ALSO PART OF THE BEHIND-THE-SCENES PRODUCTION ON SHOWS, INCLUDING THE CHOIR OF MAN AND STRANGER SINGS! THE PARODY MUSICAL. WE HAD A FEELING STRAZ AUDIENCES WOULD TAKE TO THE CHOIR OF MAN IN A BIG WAY. THE FEEL-GOOD MUSICAL LIT UP LONDON'S WEST END BEFORE MAKING ITS WAY TO THE STATES. WORD-OF-MOUTH - AND WHATEVER YOU CALL WORD-OF-MOUTH ON THE INTERNET - WAS GREAT: LOTS OF "BEST THING I'VE EVER SEEN AND THE LIKE. PLUS, IF YOU SHOWED UP A LITTLE EARLY, YOU COULD HAVE A BEER - ON THE HOUSE! - AND CHAT WITH CAST MEMBERS BEFORE THE SHOW. STILL, WE COMMITTED JAEB THEATER TO PORTRAYING THE JUNGLE - THE LOCALE FOR THE CHOIR MATES - FOR TWO MONTHS. SURE, WE HEDGED OUR BET A BIT WITH FREE BEER, BUT WHAT IF TAMPA HEARD THE CHOIR AND JUST SHRUGGED? HAPPILY, TAMPA DIDN'T SHRUG. AUDIENCES LEFT THE SHOW AS CONVERTS, PROCLAIMING THEIR LOVE OF THE CHOIR TO FRIENDS, FAMILY AND POSSIBLY RANDOM STRANGERS. DEMAND WAS SO GREAT THAT THE SHOW'S RUN WAS EXTENDED INTO DECEMBER. THE SHOW'S SUCCESS WAS PARTICULARLY SWEET FOR US. STRAZ WAS INTIMATELY INVOLVED IN THIS PRODUCTION, FROM TURNING JAEB INTO A BRITISH PUB TO PARTNERING WITH LOCAL BREWERY COPPERTAIL BREWING CO. TO PROVIDE THE BEER TO BE SERVED BY THE JUNGLE. (THE BREW WAS THE DECIDEDLY FLORIDIAN SUN RUNNER, A TROPICAL WHEAT ALE FLAVORED WITH PINEAPPLE AND PASSION FRUIT.) STRAZ IS COMMITTED TO NOT ONLY BRINGING OUR COMMUNITY THE FINEST THEATRICAL ENTERTAINMENT. WE WANT TO CREATE UNIQUE EXPERIENCES FOR OUR AUDIENCES. WE ARE FOCUSED ON PRODUCING AND PRESENTING WORKS HERE THAT, WE HOPE, WILL RESONATE WITH OUR AUDIENCES SPECIFICALLY, INCLUDING SHOWS AIMING FOR BROADWAY. THIS SEASON ALSO BROUGHT US STRANGER SINGS, A HILARIOUS MUSICAL PARODY OF THE TELEVISION SERIES STRANGER THINGS. STRANGER SINGS WAS LOCALLY PRODUCED AND INCLUDED FAMILIAR NAMES AMONG THE CREDITS, SUCH AS LIGHTING DESIGNER JO AVERILL-SNELL. OF COURSE, WE'LL CONTINUE TO BRING THE BEST OF BROADWAY TO TOWN, AS WE DID IN 2023-2024: THE SURREAL SPLENDOR OF MOULIN ROUGE! THE MUSICAL, THE CROWD-PLEASING HIGH JINKS OF BEETLEJUICE, THE REVELATORY REVIVAL OF COMPANY AND MORE. JOBSITE WILL CONTINUE TO OFFER THOUGHT-PROVOKING, INNOVATIVE AND INTIMATE PRODUCTIONS IN SHIMBERG, AND OCCASIONALLY MORE AMBITIOUS PRODUCTIONS IN JAEB. THE SEASON'S SCHEDULE RANGED FROM THE OUTRAGEOUSNESS OF THE ROCKY HORROR SHOW TO THE STARK PORTRAYALS OF THE BEAUTY QUEEN OF LEENANE.AND OPERA TAMPA WILL CONTINUE TO PRESENT ORIGINAL PRODUCTIONS OF BOTH FAMILIAR AND LESS CELEBRATED BUT DESERVING WORKS. OPERA TAMPA HAS BEEN LEADING THE WAY ON LOCAL PRODUCTIONS, WITH MOST OF THEIR PRESENTATIONS BEING ASSEMBLED FROM THE GROUND UP. ALL OF US AT STRAZ CENTER WILL CONTINUE TO STRIVE TO BRING THE ARTS TO ALL OF OUR COMMUNITY. WE BELIEVE IN THE POWER OF THE ARTS TO INSPIRE AND CONNECT PEOPLE. WE PROMOTE THE POWER OF THE ARTS THROUGH OUR COMMITMENT TO (EXTRA) EXTRAORDINARY ARTISTIC INNOVATION AND BOLD STORYTELLING. WE ARE PROUD TO BRING YOU CREATIVE WORKS NURTURED AND PRODUCED AT STRAZ CENTER. FROM OPERA TAMPA'S AMBITIOUS 30TH ANNIVERSARY SEASON, THE BIPOC READING SERIES OF ORIGINAL WORKS AND STRAZ-PRODUCED THEATER, NEXT YEAR OUR SPOTLIGHT WILL CONTINUE TO SHINE ON WORKS THAT ARE EXTRAORDINARILY ENTERTAINING. DURING THE 2023/24 SEASON, THE MARKETING DEPARTMENT SUPPORTED 1,000+ EVENTS AND GARNERED 2,900+ CLASS AND CAMP ENROLLMENTS, RESULTING IN $28 MILLION IN TICKET REVENUE, $2.1 MILLION IN TUITION REVENUE, AND $3.9 MILLION IN HANDLING FEE REVENUE. THE MARKETING TEAM NEGOTIATED MORE THAN $1.2 MILLION IN ADDED ADVERTISING VALUE. THE PUBLIC RELATIONS TEAM WAS RESPONSIBLE FOR MORE THAN $9.6 MILLION IN EARNED MEDIA COVERAGE. THE PUBLICATION AND WORDSMITH TEAM PRODUCED 170,000 COPIES OF 11 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, 2,500+ JOBS, INCLUDING EMAILS, TEXTS, APP PUSHES, DRIP CAMPAIGNS, AND OTHER WEB-BASED PROJECTS WERE EXECUTED; SOCIAL MEDIA GARNERED 67 MILLION IMPRESSIONS. ON THE CREATIVE SIDE, THE VIDEO PRODUCTION TEAM PRODUCED 1,100+ JOBS COMMERCIALLY VALUED AT CLOSE TO $623,000 AND THE GRAPHIC DESIGN TEAM PRODUCED 1,000+ JOBS.TOTAL COSTS FOR MARKETING SERVICES SUPPORTING ARTS PROGRAMMING INCLUDED IN THE EXPENSE BASE ABOVE FOR FISCAL YEAR 23/24 AMOUNTED TO $3,268,517. IN-KIND MARKETING SERVICES RECEIVED IN FISCAL YEAR 23/24 AMOUNTED TO $139,539. 11188496 2969812 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. EXPENSE BASE ALSO INCLUDES DEPRECIATION EXPENSE OF $2,032,052 FOR THE AMORTIZED COST RECOGNITION OF PROPERTY, EQUIPMENT, AND LEASEHOLD IMPROVEMENTS. 5041399 437894 3533539 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 SIXTEENTH 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 280 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.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, OVER 3,800 PATEL CONSERVATORY ENROLLMENTS WERE SERVED IN ON-SITE CLASSES, CAMPS, INTENSIVES, AND WORKSHOPS IN 168,825 INSTRUCTION HOURS. IN ADDITION, OVER 30,843 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 25 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. WE AWARDED 521 SCHOLARSHIPS TOTALING $422,391 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 1,614 TAMPA BAY STUDENTS IN 43 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. 41375416 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 1 303 0 1 834 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 55 55 1 0 1 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 STANLEY I LEVY 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 JULY L GENSHAFT TRUSTEE 1.00 0.00 X 0 0 0 GORDON L GILLETTE 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 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 BARRY LEVINE TRUSTEE 1.00 0.00 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 LARRY MCHALE TRUSTEE 1.00 0.00 X 0 0 0 STEVEN H MEZER TRUSTEE 1.00 0.00 X 0 0 0 ALEXI MOOTOO TRUSTEE 1.00 0.00 X 0 0 0 ROBERT MORRISON JR TRUSTEE 1.00 0.00 X 0 0 0 FRANK MORSANI TRUSTEE 1.00 1.00 X 0 0 0 DAVID M NICHOLSON TRUSTEE 1.00 0.00 X 0 0 0 KEVIN PLUMMER TRUSTEE 1.00 0.00 X 0 0 0 DEBORAH POND TRUSTEE 1.00 0.00 X 0 0 0 CRAIG RICHARD TRUSTEE 1.00 0.00 X 0 0 0 JONATHAN SANTELLI TRUSTEE 1.00 0.00 X 0 0 0 GARY SASSO TRUSTEE 1.00 1.00 X 0 0 0 MARTIN SILBIGER TRUSTEE 1.00 1.00 X 0 0 0 LISA SIMINGTON TRUSTEE 1.00 0.00 X 0 0 0 RICK SIMONETTI TRUSTEE 1.00 0.00 X 0 0 0 SHARON STEIN TRUSTEE 1.00 0.00 X 0 0 0 CATHERINE L STRAZ TRUSTEE 1.00 0.00 X 0 0 0 KEEBLER J STRAZ TRUSTEE 1.00 1.00 X 0 0 0 LAUREN L VALIENTE TRUSTEE 1.00 0.00 X 0 0 0 RONALD VAUGHN TRUSTEE 1.00 0.00 X 0 0 0 HENRY WASHINGTON TRUSTEE 1.00 0.00 X 0 0 0 TODD WICKNER TRUSTEE 1.00 0.00 X 0 0 0 DEBRA WILLIAMS TRUSTEE 1.00 0.00 X 0 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 612531 0 26681 MARY BETH ROSSI CHIEF ADMIN & FINANCIAL OFFICER 25.00 15.00 X 293781 0 49479 LORRIN SHEPARD THRU 7724 CHIEF OPERATING OFFICER 32.00 8.00 X 266553 0 33386 JULIE BRITTON CHIEF DEVELOPMENT OFFICER 25.00 15.00 X 206818 0 27644 SUMMER BOHNENKAMP CHIEF PROGRAMMING & MKTG OFFICER 40.00 0.00 X 167682 0 36739 MATTHEW WOLF AS OF 52724 CHIEF OPERATING OFFICER 32.00 8.00 X 0 0 0 RICHARD HOWELL VP ADMINISTRATION 40.00 0.00 X 158605 0 13283 ANTHONY WALTERS VP TICKETING 40.00 0.00 X 147864 0 23062 CURTIS MARSHALL VP OPERATIONS 40.00 0.00 X 143399 0 36895 GERALD BOUTOT IT DATABASE ADMINISTRATOR 40.00 0.00 X 131459 0 20104 JAVIER RASMUSSEN VP FOOD & BEVERAGE 40.00 0.00 X 131006 0 39434 2259698 0 306707 22 0 1 0 GRESHAM SMITH PO BOX 306023 NASHVILLE TN 372306023 ARCHITECTURAL SERVICES 1460392 SERAPID INC 34100 MOUND RD STERLING HEIGHTS MI 48310 ENGINEERING SERVICES 1374166 NATIONAL BUILDING MAINTENANCE LLC PO BOX 17778 CLEARWATER FL 33762 CLEANING SERVICES 506907 MCKAY ADVERTISING & ACTIVATION INC 1517 E 7TH AVE F TAMPA FL 33605 ADVERTISING 388143 ADAGE TECHNOLOGIES 10 S RIVERSIDE PLAZA CHICAGO IL 60606 WEBSITE SERVICES 292230 17 752435 3871125 4075425 4690534 20975 13389519 TICKET SALES 711110 24359696 24359696 BOX OFFICE FEES 711110 5625464 5625464 EDUCATION TUITION & PROGRAM FEES 711130 3533539 3533539 SERVICE FEE INCOME 541800 738315 592917 83258 62140 RENT 532000 647444 647444 34904458 967328 967328 5451810 5052013 169512 399797 -169512 230285 230285 581427 752435 460117 121310 121310 4953903 1608082 3345821 2969812 376009 52958721 37728872 459267 1381063 362894 362894 75000 75000 1805012 576605 988253 240154 11126984 7841206 2526502 759276 721328 623779 56737 40812 1194067 908796 192573 92698 1108445 896005 144447 67993 87517 41830 45687 78276 78276 38920 38920 48715 48715 497739 126416 346700 24623 3141900 3086541 55359 2385934 2028788 295705 61441 957902 265833 692069 1465377 1465377 205722 164812 38817 2093 185571 104007 63128 18436 2032052 2032052 579094 110224 468870 PRODUCTION EXPENSES 20194577 20005783 5457 183337 EMPLOYEE RELATIONS 241467 149418 89888 2161 BAD DEBT EXPENSE 8283 930 7353 541275 509120 22569 9586 49084051 41375416 6111746 1596889 1350039 1814857 13069656 14284157 1536289 1895595 459620 460259 110785 114690 1116169 1484282 51972100 27490559 22167864 24481541 9931873 11798891 787451 887993 1294714 1780664 51824460 59002929 2555293 2554302 13887204 15517656 304932 483758 16747429 18555716 X 31400734 36750411 3676297 3696802 35077031 40447213 51824460 59002929 X 3874670 1489418 6094 X X 0 1 X 1 0 X 9779026 18652455 12344087 11989015 13389519 66154102 9779026 18652455 12344087 11989015 13389519 66154102 15778379 50375723 347509 264910 359500 639668 967328 2578915 480788 303093 532908 187027 175332 1679148 70412165 131254378 0.71540 0.73140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 63327 0 0 63327 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 CONSULTANT RETAINED TO PROVIDE STRATEGIC PLANNING, LOBBYING AND ADVISORY SERVICES RELATED TO GOVERNMENT AGENCIES, DEPARTMENTS, AND ELECTED OFFICIALS. THE CONSULTANT ADVISES AND ASSISTS 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. 20000 377010 X 0 27747203 818926 7863097 5081897 31347329 26736995 338814 4195941 3524547 27747203 34588074 69939 -6647509 1273509 26736995 24498458 9080310 5753707 4744401 34588074 24662594 68715 2431510 2664361 24498458 0.00000 0.91408 0.08592 1 1 1 11605951 8855517 2750434 31246332 18635042 12611290 9119817 9119817 24481541 LEASE LIABILITIES 483758 483758 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, 2024. MANAGEMENT BELIEVES THE UNRELATED BUSINESS INCOME GENERATED BY THE STRAZ CENTER IS NOT MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO INTERNATIONAL STUDENTS 30563 NORTH AMERICA 0 0 SCHOLARSHIPS TO INTERNATIONAL STUDENTS 28332 SOUTH AMERICA 0 0 GRANTS TO INTERNATIONAL STUDENTS 16105 0 0 0 0 0 0 75000 0 75000 SCHOLARSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) 5 30563 ACH 0 N/A CASH SCHOLARSHIPS NORTH AMERICA 4 28332 ACH 0 N/A CASH SCHOLARSHIPS SOUTH AMERICA 5 16105 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. BROADWAY BALL 782661 415250 367411 37054 60133 60199 17471 36418 OPERA GALA 290356 120900 169456 32702 34704 48838 5200 30685 1 260845 216285 44560 44382 10229 10650 31452 1333862 752435 581427 69756 139219 119266 33321 98555 460117 121310 1 SCHOLARSHIPS 507 347391 0 N/A N/A TICKETS 524 15503 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 1 1 X X X X X X 0 0 0 1 1 0 0 1 0 GREGORY HOLLAND CHIEF EXECUTIVE OFFICER 492015 0 120000 0 516 0 0 0 26681 0 639212 0 0 0 MARY BETH ROSSI CHIEF ADMIN & FINANCIAL OFFICER 268265 0 25000 0 516 0 22446 0 27033 0 343260 0 0 0 LORRIN SHEPARD THRU 7724 CHIEF OPERATING OFFICER 240829 0 25000 0 724 0 19900 0 13486 0 299939 0 0 0 JULIE BRITTON CHIEF DEVELOPMENT OFFICER 181037 0 25000 0 781 0 14828 0 12816 0 234462 0 0 0 SUMMER BOHNENKAMP CHIEF PROGRAMMING & MKTG OFFICER 142502 0 25000 0 180 0 11090 0 25649 0 204421 0 0 0 CURTIS MARSHALL VP OPERATIONS 128303 0 15000 0 96 0 10874 0 26021 0 180294 0 0 0 RICHARD HOWELL VP ADMINISTRATION 143434 0 15000 0 171 0 0 0 13283 0 171888 0 0 0 ANTHONY WALTERS VP TICKETING 132289 0 15000 0 575 0 10915 0 12147 0 170926 0 0 0 JAVIER RASMUSSEN VP FOOD & BEVERAGE 115629 0 15000 0 377 0 7495 0 31939 0 170440 0 0 0 GERALD BOUTOT IT DATABASE ADMINISTRATOR 131459 0 0 0 0 0 8161 0 11943 0 151563 0 0 0 PART I, LINE 1A DURING THE SIX-MONTH PERIOD FROM OCTOBER 1, 2022 THROUGH MARCH 31, 2023, TEMPORARY HOUSING COSTS OF $35,897 WERE INCURRED AS PART OF THE NEW CEO RELOCATION PACKAGE FOR GREGORY HOLLAND, OF WHICH $17,419 WAS INCURRED IN CALENDAR YEAR 2023. REIMBURSEMENTS WERE APPROPRIATELY APPROVED, SUBSTANTIATED, AND INCLUDED IN THE CEO'S W-2 WAGES FOR CALENDAR YEARS 2022 AND 2023, AS APPROPRIATE. 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, 2024 AND PAID IN NOVEMBER 2025. PART I, LINE 7 IN ACCORDANCE WITH THE CEO'S EMPLOYMENT CONTRACT, THE CEO RECEIVES AN ANNUAL CONTRACTUAL BONUS OF UP TO 25% 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 STRICTLY 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 2027. 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 A, LINE 4 THE FOLLOWING ARTICLES OF THE CENTER'S BYLAWS WERE AMENDED IN MARCH 2024: ARTICLE 3 - BOARD OF TRUSTEES ARTICLE 4 - MEETING OF TRUSTEES ARTICLE 5 - OFFICERS ARTICLE 6 - COMMITTEES ARTICLE 8 - GENERAL PROVISIONS NOTABLE CHANGES INCLUDE THE FOLLOWING: - ARTICLE 3 NO LONGER CAPS THE BOARD OF TRUSTEES, INCLUDING EX-OFFICIO TRUSTEES, TO A MAXIMUM OF 64 TRUSTEES. THE MAXIMUM NUMBER OF TRUSTEES SHALL BE DETERMINED BY THE BOARD FROM TIME TO TIME. TRUSTEES MUST ALSO BE 18 YEARS OF AGE. - ARTICLE 5 WAS AMENDED TO INCLUDE THE PRESIDENT (CEO) OF THE CENTER AS AN OFFICER OF THE ORGANIZATION. THE ARTICLE ALSO SPECIFIES THAT THE PRESIDENT IN THIS CONTEXT IS NOT THE PRESIDENT OF THE BOARD AND NOT A VOTING MEMBER OF THE BOARD. 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 6,094. 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 1 1 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC B 935385 FAIR MARKET VALUE TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC C 4806510 FAIR MARKET VALUE TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC J 0 INCLUDED IN SERVICE AGREEMENT (L) TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC L 353268 FAIR MARKET VALUE TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC O 130417 FAIR MARKET VALUE TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC Q 183914 FAIR MARKET VALUE TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC M 0 INCLUDED IN CONTRIBUTIONS (C)