2024-07-25T14:37:41-05:00 2023-09-30 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2022-10-01 630652734 ALABAMA SHAKESPEARE FESTIVAL ALAB 3342715300 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 TODD SCHMIDT EXECUTIVE DIRECTOR 3342715300 2024-07-23 1 TODD SCHMIDT 999009999 0 CHRISTINE K COOK P00537690 3348347660 2024-07-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TODD SCHMIDT ONE FESTIVAL DRIVE MONTGOMERY AL 36117 9968903 0 X WWW.ASF.NET X 1991 AL THE ALABAMA SHAKESPEARE FESTIVAL, THE STATE'S THEATER, BUILDS COMMUNITY BY ENGAGING, ENTERTAINING, AND INSPIRING PEOPLE WITH TRANSFORMATIVE THEATRICAL PRODUCTIONS AND COMPELLING EDUCATIONAL AND OUTREACH PROGRAMS. 47 47 253 47 250 0 7572199 8049127 976025 1456547 8237 260 272947 144508 8829408 9650442 0 0 0 0 4875939 4741519 6268 10958 379055 2959989 3303612 7842196 8056089 987212 1594353 7332207 9172475 868755 1114670 6463452 8057805 THE ALABAMA SHAKESPEARE FESTIVAL, THE STATE'S THEATER, BUILDS COMMUNITY BY ENGAGING, ENTERTAINING, AND INSPIRING PEOPLE WITH TRANSFORMATIVE THEATRICAL PRODUCTIONS AND COMPELLING EDUCATIONAL AND OUTREACH PROGRAMS. 0 0 6482487 1685852 ALABAMA SHAKESPEARE FESTIVAL OFFERED 7 PRODUCTIONS WITH 176 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. IN ADDITION TO THE RESIDENT PRODUCTIONS, THE FESTIVAL CONTINUED TO OFFER A HOST OF PROGRAMS FOR EDUCATORS AS WELL AS THEATRE ENTHUSIASTS OF ALL AGES. THE FESTIVAL SPONSORED READINGS, PRODUCTIONS AND WORKSHOPS THROUGH THE SOUTHERN WRITERS' PROJECT FESTIVAL OF NEW PLAYS. A VARIETY OF EDUCATIONAL PROGRAMS THROUGHOUT THE YEAR WERE OFFERED FOR ADULTS AND CHILDREN INCLUDING THEATRE IN THE MIND PROGRAMS, TEACHER SEMINARS, SCHOOLFEST PERFORMANCES,CAMP SHAKESPEARE, AND THE ASF ACADEMY. 6482487 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 130 0 253 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 47 47 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 X LAURA O'DONAHUE 3342715325 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 AL HEAD BOARD MEMBER 1.00 X 0 0 0 ALEXANDER H CAROTHERS III SECRETARY 1.00 X X 0 0 0 BARRIE HARMON III BOARD MEMBER 1.00 X 0 0 0 BILLY LIVINGS BOARD MEMBER 1.00 X 0 0 0 BOB VARDAMAN BOARD MEMBER 1.00 X 0 0 0 CARL BARKER BOARD MEMBER 1.00 X 0 0 0 CARL STOCKTON BOARD MEMBER 1.00 X 0 0 0 CAROL BALLARD BOARD MEMBER 1.00 X 0 0 0 CASSANDRA CROSBY BOARD MEMBER 1.00 X 0 0 0 CHUCK DILAURA BOARD MEMBER 1.00 X 0 0 0 CLEOPHUS THOMAS JR BOARD MEMBER 1.00 X 0 0 0 COMMISSIONER DANIEL HARRIS JR BOARD MEMBER 1.00 X 0 0 0 EDWARD CROWELL BOARD MEMBER 1.00 X 0 0 0 EUGENE STANALAND TREASURER 1.00 X X 0 0 0 FATHER MANUEL WILLIAMS CR BOARD MEMBER 1.00 X 0 0 0 GALEN J THACKSTON BOARD MEMBER 1.00 X 0 0 0 GORDON G MARTIN BOARD MEMBER 1.00 X 0 0 0 JAMES K LOWDER BOARD MEMBER 1.00 X 0 0 0 JANICE HAWKINS BOARD MEMBER 1.00 X 0 0 0 JEANIE HOLLOWAY BOARD MEMBER 1.00 X 0 0 0 JODY MCINNES BOARD MEMBER 1.00 X 0 0 0 KALONJI GILCHRIST BOARD MEMBER 1.00 X 0 0 0 KAY BLOUNT BOARD MEMBER 1.00 X 0 0 0 LAURA DOCKERY BOARD MEMBER 1.00 X 0 0 0 LAURIE JEAN WEIL BOARD MEMBER 1.00 X 0 0 0 LESLIE SANDERS BOARD MEMBER 1.00 X 0 0 0 LISA BLACH WEIL BOARD MEMBER 1.00 X 0 0 0 LISA TAYLOR BOARD MEMBER 1.00 X 0 0 0 MARK DIXON BOARD MEMBER 1.00 X 0 0 0 MARK P BUNTING BOARD MEMBER 1.00 X 0 0 0 MAYOR STEVEN REED BOARD MEMBER 1.00 X 0 0 0 MICHAEL REILLY BOARD MEMBER 1.00 X 0 0 0 MILTON C DAVIS BOARD MEMBER 1.00 X 0 0 0 NICHOLE THOMPSON BOARD MEMBER 1.00 X 0 0 0 PAUL FIELDS BOARD MEMBER 1.00 X 0 0 0 PEGGY M MUSSAFER BOARD MEMBER 1.00 X 0 0 0 RHON JONES BOARD MEMBER 1.00 X 0 0 0 RICHARD STABLER VICE CHAIR 1.00 X X 0 0 0 ROBERT BIRMINGHAM BOARD MEMBER 1.00 X 0 0 0 ROBERT BURNS BOARD MEMBER 1.00 X 0 0 0 SARAH ANN ROSS BOARD MEMBER 1.00 X 0 0 0 SARAH BEATTY BULLER BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE SAMARRIA DUNSON BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE VANZETTA MCPHERSON CHAIR 1.00 X X 0 0 0 THOMAS A BLOUNT BOARD MEMBER 1.00 X 0 0 0 THOMAS ALBRITTON BOARD MEMBER 1.00 X 0 0 0 TODD STRANGE BOARD MEMBER 1.00 X 0 0 0 TOMMIE STEWART BOARD MEMBER 1.00 X 0 0 0 RICK DILDINE ARTISTIC DIRECTOR 40.00 X 168442 0 22166 TODD SCHMIDT EXECUTIVE DIRECTOR 40.00 X 189967 0 37526 EVE LOEB DEVELOPMENT DIRECTOR 40.00 X 127233 0 26982 485642 0 86674 3 0 1 0 0 444936 1774420 3818251 2011520 94094 8049127 TICKET SALES 711110 1264296 1264296 SCHOOLFEST INCOME 711110 149391 149391 EDUCATIONAL PROGRAMS 711110 42860 42860 1456547 260 260 27715 13670 0 13420 27715 250 27965 250 27715 61141 444936 237908 -176767 -176767 110886 67133 43753 43753 PRESERVATION FEE 711110 185552 185552 OTHER INCOME 900099 64005 64005 249557 9650442 1685852 250 -84787 436078 357203 53563 25312 3563123 2922953 420772 219398 449131 361201 71443 16487 293187 240352 34732 18103 942 942 111550 111550 10958 10958 2502 834 834 834 337908 327594 10314 399157 267708 116146 15303 87759 1954 85199 606 110740 110740 789949 689984 79972 19993 270478 259525 10280 673 5374 2088 3090 196 96043 96043 308370 215859 61674 30837 146473 117178 21971 7324 THEATER PRODUCTION EXPE 469756 469756 REPAIRS AND MAINTENANCE 67214 59064 5433 2717 SOUTHERN WRITERS PROJEC 60589 60589 TAXES AND LICENSES 20725 20725 18083 17905 178 8056089 6482487 1194547 379055 1728927 1214098 713674 681417 230332 232657 165450 158433 94434 125498 9463682 2763116 4399390 6700566 0 59806 7332207 9172475 383169 587944 316689 324834 168897 201892 868755 1114670 X 5380800 6817546 1082652 1240259 6463452 8057805 7332207 9172475 1594353 0 X X 0 1 X 1 0 X 4282194 4222183 3795298 7572199 8049127 27921001 2757948 1148972 73694 1034519 1567433 6582566 7040142 5371155 3868992 8606718 9616560 34503567 337590 475747 484405 801900 925411 3025053 0 337590 475747 484405 801900 925411 3025053 31478514 90779 35593 3836 25113 41645 196966 90779 35593 3836 25113 41645 196966 -18934 35317 -2360 116160 61141 191324 357928 140486 38517 130852 249557 917340 7469915 5582551 3908985 8878843 9968903 35809197 0.87910 0.90240 0.00550 0.00630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16122488 658878 1733037 1884406 85627 16544370 14626115 4427060 -2212995 643278 74414 16122488 12948297 145862 2219867 602463 85448 14626115 11350468 1371455 887934 590847 70713 12948297 9811783 2198022 143237 736489 66085 11350468 0.51996 0.48004 0 1 1 8162429 1947613 6214816 1301253 815503 485750 6700566 X PART V, LINE 4: TO PROVIDE SUPPORT TO THE ALABAMA SHAKESPEARE FESTIVAL, INC. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE FESTIVAL'S TAX POSITIONS AND CONCLUDED THAT THE FESTIVAL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. GALA 506077 444936 61141 237908 506077 444936 61141 237908 237908 -176767 X 0 0 0 0 0 0 0 0 0 TODD SCHMIDT EXECUTIVE DIRECTOR 164159 0 25808 0 0 0 30000 0 7526 0 227493 0 0 0 RICK DILDINE ARTISTIC DIRECTOR 168442 0 0 0 0 0 7040 0 15126 0 190608 0 0 0 EVE LOEB DEVELOPMENT DIRECTOR 127233 0 0 0 0 0 19456 0 7526 0 154215 0 0 0 X 6 32953 TRADING VALUE X OTHER 2 61141 RETAIL VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 KAY BLOUNT AND THOMAS BLOUNT ARE BROTHER/SISTER. KAY BLOUNT IS THOMAS MILES'S MOTHER; ALL THREE ARE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER AND BOARD CHAIRMAN WILL REVIEW THE RETURN PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES SELF-DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. ANY CONFLICTS ARE SUBMITTED IN WRITING TO THE DEVELOPMENT DIRECTOR AND BOARD CHAIRMAN WHO REVIEW THE CONFLICTS AND APPLY THE APPLICABLE PROCEDURES IN ACCORDANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PRODUCING ARTISTIC DIRECTOR NEGOTIATES HIS CONTRACT WITH THE CHAIRMAN OF THE BOARD OF ASF. THE CHIEF OPERATING OFFICER NEGOTIATES HIS CONTRACT WITH THE PRODUCING ARTISTIC DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST ONE FESTIVAL DRIVE MONTGOMERY AL 36117 636183677 SUPPORT OF ALABAMA SHAKESPEARE FESTIVAL, INC. AL 501(C)(3) LINE 12D, III-O N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0