2024-05-15T15:28:39-05:00 2023-12-31 910189318 MOSS ADAMS LLP 221 STEWART AVENUE SUITE 301 MEDFORD OR 97501 990 2023-01-01 936034910 PETER BRITT GARDENS MUSIC AND ARTS FESTIVAL ASSOCIATION PETE 5416903853 PO BOX 1124 MEDFORD OR 97501 ABIGAIL MCKEE PRESIDENT/CEO 5416903853 2024-05-14 1 ABIGAIL MCKEE XXX-XX-XXXX 1 APRIL STITH P01245039 5418571040 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ABIGAIL MCKEE PO BOX 1124 MEDFORD OR 97501 5682636 0 X WWW.BRITTFEST.ORG X 1962 OR THE PETER BRITT GARDENS MUSIC AND ARTS FESTIVAL ASSOCIATION IS ORGANIZED TO PRESENT AND SPONSOR IN SOUTHERN OREGON PERFORMING ARTS OF THE HIGHEST QUALITY FOR THE EDUCATION, ENRICHMENT, AND ENJOYMENT OF ALL. 10 10 75 274 56513 0 2300111 1581316 2942702 3004232 81680 143994 186221 122721 5510714 4852263 0 0 0 0 1353919 1607236 0 0 280276 3548287 3853653 4902206 5460889 608508 -608626 12023892 11902333 2710876 2763177 9313016 9139156 THE PETER BRITT GARDENS MUSIC AND ARTS FESTIVAL ASSOCIATION IS ORGANIZED TO PRESENT AND SPONSOR IN SOUTHERN OREGON PERFORMING ARTS OF THE HIGHEST QUALITY FOR THE EDUCATION, ENRICHMENT, AND ENJOYMENT OF ALL. 0 0 4200046 2980712 PRESENTATION AND SPONSORSHIP OF PERFORMING ARTS IN SOUTHERN OREGON. 177927 PRESENTATIONS AND SPONSORSHIP OF PERFORMING ARTS EDUCATIONAL OPPORTUNITIES THROUGH WORKSHOPS, RECITALS, COMMUNITY OUTREACH AND LECTURES.APPROXIMATE NUMBER SERVED IN 2023: 63,966 4377973 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 0 0 0 0 0 0 0 0 0 0 0 0 1 166 0 1 75 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 0 0 0 1 0 0 OR X ABIGAIL MCKEE 5416903853 216 W MAIN STREET MEDFORD OR 97501 SARAH LYNCH CHAIR 1.00 X X 0 0 0 BILL POWELL TREASURER 1.00 X X 0 0 0 SAM ACKLEY SECRETARY 1.00 X X 0 0 0 VANCE BEACH DIRECTOR 1.00 X 0 0 0 JOHN BOYD DIRECTOR 1.00 X 0 0 0 ERIC BURKE DIRECTOR 1.00 X 0 0 0 VICKI CAPP DIRECTOR 1.00 X 0 0 0 DOMINIC CAMPANELLA DIRECTOR 1.00 X 0 0 0 LARA DAVID DIRECTOR 1.00 X 0 0 0 ANDY HELLENTHAL DIRECTOR 1.00 X 0 0 0 KATIE HUTCHINSON DIRECTOR 1.00 X 0 0 0 ALAN MEYER DIRECTOR 1.00 X 0 0 0 ABIGAIL MCKEE PRESIDENT/CEO 40.00 X 180019 0 14766 MICHAEL STURGILL CHIEF PROGRAM OFFICER 40.00 X 117917 0 13542 297936 0 28308 2 0 1 0 ROCABELLA INC 2980 N BEVERLY GLEN CIRCLE SUITE 3 LOS ANGELES CA 90077 ARTIST FEES 150000 CREATIVE ARTISTS AGENCY 2000 AVENUE OF THE STARS LOS ANGELES CA 90067 ARTIST FEES 145500 2 493395 42400 1045521 1581316 ADMISSIONS 711300 2947719 2947719 ADVERTISING 711300 56513 56513 3004232 139357 139357 17244 0 17244 17244 17244 835010 830373 4637 4637 4637 58527 42400 0 58527 58527 13957 0 13957 13957 OTHER REVENUE 711300 32993 32993 32993 4852263 2980712 56513 233722 X 194785 194785 1161949 901668 58961 201320 17281 12691 2387 2203 118267 101401 9759 7107 114954 78485 20224 16245 2464029 2315696 141333 7000 84895 83019 1876 136066 117858 5737 12471 118876 118876 62013 60630 1383 68044 63331 4713 98002 95556 2446 17627 525 16777 325 43816 43816 345118 287673 57445 156911 156911 MERCHANT CARD DISCOUNTS 93879 93521 358 EQUIPMENT RENTAL/MAINTE 80456 80426 30 HOSPITALITY 25514 9247 8455 7812 58407 32430 2060 23917 5460889 4377973 802640 280276 518462 549368 180000 0 1461 52095 9749 0 40244 64595 5165299 1897974 3378653 3267325 5628029 5754181 2267294 2214769 12023892 11902333 55587 64255 343749 396994 2311540 2301928 2710876 2763177 X 7335968 7157083 1977048 1982073 9313016 9139156 12023892 11902333 -608626 434766 0 X 0 1 X 1 1 1 X 1648744 1865111 2472441 2300111 1538916 9825323 2550220 2926 1298119 2863709 2947719 9662693 4198964 1868037 3770560 5163820 4486635 19488016 56150 38144 30650 27200 15478 167622 0 56150 38144 30650 27200 15478 167622 19320394 58431 41945 51570 92293 156601 400840 2095 0 0 0 0 2095 60526 41945 51570 92293 156601 402935 128955 4296 275 131215 114884 379625 4388445 1914278 3822405 5387328 4758120 20270576 0.95310 0.95440 0.01990 0.01500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1731948 182972 72013 14113 1828794 2014781 -201494 67889 13450 1731948 1701994 390491 63821 13883 2014781 1591064 186776 62751 13095 1701994 1756811 500 325564 478487 13324 1591064 0.00000 1.00000 0.00000 1 0 306239 306239 1040813 207562 833251 3262726 1360156 1902570 555521 330256 225265 3267325 FINANCE LEASE RIGHT-OF-USE ASSETS 2198885 OPERATING LEASE RIGHT-OF-USE ASSETS 15884 2214769 OPERATING LEASE ROU LIABILITIES 15884 FINANCE LEASE ROU LIABILITIES 2286044 2301928 X 5673259 434766 386230 820996 4852263 0 4852263 5847119 386230 386230 5460889 0 5460889 PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE AS FOLLOWS: (1) THE PRINCIPAL OF THE BRITT ENDOWMENT FUND SHALL BE HELD IN PERPETUITY, EXCEPT WHERE THE DONOR OR SUCCESSIVE REPRESENTATIVES OF THE DONOR SPECIFICALLY DESIGNATE OR CONSENT OTHERWISE. OTHER THAN AS SET FORTH HEREIN, ONLY THE EARNINGS FROM THE BRITT ENDOWMENT FUND MAY BE EXPENDED BY THE ASSOCIATION. (2) DISBURSEMENTS FROM THE BRITT ENDOWMENT FUND SHALL BE EXPENDED IN SUPPORT AND MAINTENANCE OF THE BRITT FESTIVAL PROGRAMS, PROJECTS AND ACTIVITIES. PART X, LINE 2: BRITT IS A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT FOR UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, BRITT QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. UNRELATED BUSINESS INCOME TAX, IF ANY, IS INSIGNIFICANT AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. BRITT DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. BRITT FILES INCOME TAX RETURNS IN THE U.S. FEDERAL AND OREGON STATE JURISDICTIONS. BEST OF BRITT 99820 42400 57420 BRITT FESTIVAL ORCHESTRA 1107 1107 100927 42400 58527 58527 13957 0 13957 13957 OR 1 0 1 0 1.00000 ABIGAIL MCKEE PO BOX 1124 MEDFORD OR 97501 0 0 X X 0 0 0 0 0 0 0 0 0 ABIGAIL MCKEE PRESIDENT/CEO 149569 0 30450 0 0 0 4524 0 10242 0 194785 0 0 0 PART I, LINE 3 TO DETERMINE THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR POSITION, THE PROCESS STARTS WITH THE FINANCE COMMITTEE GATHERING INFORMATION ON COMPARABLE POSITIONS WITHIN THE REGION AND COMPLETING A PACKAGE TO PRESENT TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW. UPON APPROVAL BY THE EXECUTIVE COMMITTEE, THE PACKAGE IS PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS SHALL CONSIST OF ANY INDIVIDUAL DONOR, OR CORPORATE DONOR APPEARING BY AND THROUGH ITS DULY AUTHORIZED AGENT, WHO HAS CONTRIBUTED AN AMOUNT SET BY THE BOARD OF DIRECTORS FOR ONE OF THE FOLLOWING CLASSIFICATIONS OF MEMBERSHIP WITHIN THE IMMEDIATE PRECEDING FISCAL YEAR OF THE ASSOCIATION: SPONSOR, PATRON, DONOR, CLEF CLUB, BENEFACTOR, GOLD CIRCLE AND LEADERSHIP CIRCLE. EACH MEMBERSHIP SHALL HAVE ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7A A MEETING OF THE MEMBERSHIP OF THE ASSOCIATION SHALL BE HELD ANNUALLY IN JACKSON COUNTY, OREGON, AT OR NEAR COMPLETION OF THE FISCAL YEAR, AT SUCH TIME AND PLACE DESIGNATED BY THE BOARD OF DIRECTORS, FOR THE PURPOSE OF ELECTING DIRECTORS, AND FOR THE TRANSACTION OF OTHER BUSINESS BROUGHT BEFORE THE MEETING. WRITTEN NOTICE OF THE ANNUAL MEETING SHALL BE MAILED AT LEAST TEN DAYS PRIOR TO THE MEETING TO EACH MEMBER OF RECORD. SPECIAL MEETINGS OF THE MEMBERSHIP MAY BE HELD WHENEVER CALLED IN WRITING BY THE PRESIDENT, OR BY AT LEAST THREE DIRECTORS. WRITTEN NOTICE OF SUCH MEETINGS STATING THE DAY, HOUR AND PLACE, AND IN GENERAL TERMS THE BUSINESS TO BE TRANSACTED, SHALL BE MAILED AT LEAST TEN DAYS PRIOR TO THE MEETING, TO EACH MEMBER OF RECORD. VOTING BY PROXY SHALL BE ALLOWED, PROVIDED HOWEVER, NO PROXY SHALL BE VALID FOR MORE THAN THIRTY DAYS AFTER ITS EXECUTION. AT THE MEETING OF THE MEMBERS, THE PRESENCE OF TEN MEMBERS, EITHER IN PERSON, OR BY PROXY, SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. FORM 990, PART VI, SECTION A, LINE 7B SEE EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 7A FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15A TO DETERMINE THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR POSITION, THE PROCESS STARTS WITH THE FINANCE COMMITTEE GATHERING INFORMATION ON COMPARABLE POSITIONS WITHIN THE REGION AND COMPLETING A PACKAGE TO PRESENT TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW. UPON APPROVAL BY THE EXECUTIVE COMMITTEE, THE PACKAGE IS PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION, AND THE ORGANIZATION'S FINANCIAL STATEMENTS AND ALL GOVERNING DOCUMENTS ARE AVAILABLE TO BRITT FESTIVAL MEMEBERS FOR INSPECTION, UPON REQUEST. ALL INFORMATION IS LOCATED AT THE ORGANIZATION'S OFFICE LOCATED AT 216 W MAIN STREET, MEDFORD, OREGON. FORM 990, PART IX, LINE 11G GUEST ARTISTS AND CONDUCTORS: PROGRAM SERVICE EXPENSES 2,150,396. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,150,396. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 165,300. MANAGEMENT AND GENERAL EXPENSES 141,333. FUNDRAISING EXPENSES 7,000. TOTAL EXPENSES 313,633.