EDUCATIONAL THEATRE ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATIONAL THEATRE ASSOCIATION (EIN 31-0743605)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349315188
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:28:19-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260794367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MID-ATLANTIC INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8601 ROBERT FULTON DRIVE SUITE 210 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310743605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATIONAL THEATRE ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 5134213900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4555 LAKE FOREST DRIVE 650 | AddressLine1Txt |
| City | CINCINATTI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER KATONA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5134213900 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATSIARYNA VASILIEV | PreparerPersonNm |
| PTIN | P02167272 | PTIN |
| Phone | 4107205220 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER KATONA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4555 LAKE FOREST DRIVE 650 | AddressLine1Txt |
| City | CINCINATTI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,424,514 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCHOOLTHEATRE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | EDTA IS A NATIONAL NONPROFIT SUPPORTING THEATRE IN SCHOOLS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 425 | TotalVolunteersCnt |
| Total Gross UBI | $66,300 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,161,271 | PYContributionsGrantsAmt |
| CY Contributions Grants | $563,842 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,847,805 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,166,684 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,026 | PYInvestmentIncomeAmt |
| CY Investment Income | $97,423 | CYInvestmentIncomeAmt |
| PY Other Revenue | $321,240 | PYOtherRevenueAmt |
| CY Other Revenue | $524,311 | CYOtherRevenueAmt |
| PY Total Revenue | $6,334,342 | PYTotalRevenueAmt |
| CY Total Revenue | $7,352,260 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $151,878 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,378,925 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,334,844 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $50,940 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,061,822 | PYOtherExpensesAmt |
| CY Other Expenses | $5,046,326 | CYOtherExpensesAmt |
| PY Total Expenses | $6,440,747 | PYTotalExpensesAmt |
| CY Total Expenses | $7,533,048 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$106,405 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$180,788 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,173,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,326,557 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,958,037 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,907,762 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,215,418 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,418,795 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE EDUCATIONAL THEATRE ASSOCIATION IS A 501C3 NON-PROFIT WHOSE MISSION IS TO INSPIRE AND SUPPORT THEATRE EDUCATORS TO DELIVER EQUITABLE, TRANSFORMATIVE LEARNING EXPERIENCES FOR ALL. WE DO THIS BY INVESTING IN THE INDIVIDUAL AND COLLECTIVE GROWTH AND EXCELLENCE OF THEATRE EDUCATORS, AMPLIFYING THE VALUE OF EDUCATIONAL THEATRE, AND CREATING DYNAMIC STUDENT EXPERIENCES THAT DRIVE LIFELONG ENGAGEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,612,036 | ExpenseAmt |
| Grant | $151,878 | GrantAmt |
| Revenue | $1,662,992 | RevenueAmt |
| Desc | INTERNATIONAL THESPIAN SOCIETY - THE INTERNATIONAL THESPIAN SOCIETY (ITS) IS AN HONOR SOCIETY FOR MIDDLE AND HIGH SCHOOL THEATRE STUDENTS. IT ACKNOWLEDGES AND CELEBRATES THE ACCOMPLISHMENTS OF YOUNG THEATRE ENTHUSIASTS WHO ENGAGE IN THEATRICAL ACTIVITIES. THESPIANS ARE INDUCTED INTO A SCHOOL TROUPE UPON THE COMPLETION OF A REQUISITE QUANTITY AND QUALITY OF WORK IN THEATRE. THE ITS SUPPORTS OVER 4,900 TROUPES, 120,000 ACTIVE THESPIANS, AND 1 MILLION ALUMNI. THE PRESENCE OF A TROUPE OR THESPIANS AT A SCHOOL PROVIDES CREDIBILITY AND DISTINCTION UPON THE STUDENTS AND THE SCHOOL, UNDERSCORING THE EXCELLENCE OF THEIR THEATRE PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,604,972 | ExpenseAmt |
| Revenue | $3,757,808 | RevenueAmt |
| Desc | INTERNATIONAL THESPIANS FESTIVAL - THE INTERNATIONAL THESPIAN FESTIVAL (ITF) IS THE PREMIER EVENT FOR MEMBERS OF THE INTERNATIONAL THESPIAN SOCIETY (ITS). THE ITF IS HELD ANNUALLY TO CELEBRATE OUTSTANDING STUDENT ACHIEVEMENTS IN THEATRE AND PROVIDE A PLATFORM FOR YOUNG THESPIANS TO SHOWCASE THEIR TALENTS ON A NATIONAL STAGE. ITF IS ATTENDED ANNUALLY BY OVER 4,000 STUDENTS AND TEACHERS, WHO HAVE THE OPPORTUNITY TO ATTEND WORKSHOPS AND MASTERCLASSES LED BY EXPERT TEACHING ARTISTS, PARTICIPATE IN CHALLENGES FOR THEATRE TECHNICIANS, AND ENGAGE IN TALKBACK SESSIONS WITH BROADWAY AND THEATRE INDUSTRY PROFESSIONALS. THE FESTIVAL OFFERS A VALUABLE EXPERIENCE TO DEVELOP SKILLS, EARN RECOGNITION, AUDITION FOR COLLEGES AND NETWORK WITH THEATRE PROFESSIONALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $863,378 | ExpenseAmt |
| Revenue | $726,757 | RevenueAmt |
| Desc | ADULT MEMBERSHIP - MEMBERSHIP IN EDUCATIONAL THEATRE ASSOCIATION (EDTA) IS OPEN TO COLLEGE STUDENTS AND ADULT THEATRE EDUCATORS. A MEMBER HAS THE OPPORTUNITY TO PARTICIPATE IN PROFESSIONAL DEVELOPMENT, NETWORKING WITH PEERS, ACCESS CURRICULUM AND LESSON PLANS, AND OTHER TOOLS TO SUPPORT THEIR TEACHING AND THEATRE PROGRAMS. MEMBERS PARTICIPATE IN A COMMUNITY FORUM TO SHARE RESOURCES, ENGAGE IN DISCUSSIONS, SEEK ADVICE FROM PEERS, AND FIND SUPPORT FROM A NETWORK OF FELLOW EDUCATORS. MEMBERS HAVE ACCESS TO INFORMATION AND ADVOCACY TOOLS, SUCH AS THE ANNUAL CLIMATE SURVEY, PREMIERE COMMUNITIES DESIGNATIONS, AND THEATRE IN OUR SCHOOLS WEEK, AND CAN BE RECOGNIZED FOR THEIR CONTRIBUTIONS TO THEATRE EDUCATION THROUGH VARIOUS AWARDS AND HONORS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $480,212 | ExpenseAmt |
| Desc | EDTA THEATRE EDUCATORS CONFERENCE (TEC) - THEATRE EDUCATORS CONFERENCE (TEC) IS AN ANNUAL EVENT THAT SUPPORTS AND INSPIRES THEATRE EDUCATORS. THE THREE-DAY CONFERENCE IS PACKED WITH INTERACTIVE WORKSHOPS, INSPIRING KEYNOTES, AND OPPORTUNITIES FOR COLLABORATION AND MENTORSHIP. EDUCATORS PARTICIPATE IN SESSIONS LED BY LEADING EXPERTS, ENGAGE IN RESEARCH ROUNDTABLES, AND ATTEND PRE-CONFERENCE INTENSIVES ON TOPICS, SUCH AS CULTURALLY RESPONSIVE PEDAGOGY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $480,212 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,560,598 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 113 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER KATONA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5134213900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4805 MONTGOMERY ROAD SUITE 400 | AddressLine1Txt |
| City | CINCINATTI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45212 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JENNIFER KATONA | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 5.00 | Yes (X) | Yes (X) | $226,698 | $0 | $3,459 | |
| KRISTA CARSON ELHAI | ||||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD FRAZIER | ||||||||
| VICE-PRESIDENT - START 7/1/23 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NICK GINSBERG | ||||||||
| TREASURER - START 7/1/23 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HELEN DURANLEAU-BRENNAN | ||||||||
| PRESIDENT EX OFFICIO - UNTIL 6/30/23 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRIANA NAVARRO | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE JOHNSON | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA SANTANELLO | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| SILVIA SCAIFE | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| TRICIA PATRICK | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERYL WILLIAMS | ||||||||
| BOARD MEMBER - START 7/1/23 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIN CARR | ||||||||
| BOARD MEMBER - UNTIL 6/30/23 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF WHITING | ||||||||
| BOARD MEMBER - UNTIL 6/30/23 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK DRUM | ||||||||
| BOARD MEMBER - UNTIL 6/30/23 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN MONK | ||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | $162,676 | $0 | $5,764 | Yes (X) | |||
| ALLISON DOLAN | ||||||||
| CHIEF CONTENT OFFICER | 40.00 | $143,640 | $0 | $8,083 | Yes (X) | |||
| SHERI COKER | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $100,792 | $0 | $5,582 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $633,806 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,888 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROFESSIONAL SERVICES, ACCOUNTING | ServicesDesc |
| Compensation | $138,387 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,276 | RelatedOrganizationsAmt |
| All Other Contributions | $561,566 | AllOtherContributionsAmt |
| Total Contributions | $563,842 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EDUCATIONAL EVENTS & C | 541800 | $3,710,635 | $3,710,635 | |
| MEMBERSHIP DUES | 541800 | $2,389,749 | $2,389,749 | |
| ADVERTISING | 541800 | $66,300 | $66,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,166,684 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,148 | TotalRevenueColumnAmt |
| Exclusion | $103,148 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,970 | TotalRevenueColumnAmt |
| Exclusion | $218,970 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $255,441 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $255,441 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $255,441 | TotalRevenueColumnAmt |
| Exclusion | $255,441 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,725 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$5,725 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,725 | TotalRevenueColumnAmt |
| Exclusion | -$5,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $113,702 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $66,529 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,173 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,173 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,727 | TotalRevenueColumnAmt |
| Exclusion | $2,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,727 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,352,260 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,147,557 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $66,300 | UnrelatedBusinessRevenueAmt |
| Exclusion | $574,561 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,878 | TotalAmt |
| Program Services | $151,878 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,157 | TotalAmt |
| Program Services | $183,647 | ProgramServicesAmt |
| Management And General | $46,510 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,634,920 | TotalAmt |
| Program Services | $1,301,144 | ProgramServicesAmt |
| Management And General | $333,776 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,284 | TotalAmt |
| Program Services | $51,129 | ProgramServicesAmt |
| Management And General | $12,155 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,821 | TotalAmt |
| Program Services | $225,932 | ProgramServicesAmt |
| Management And General | $53,889 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,662 | TotalAmt |
| Program Services | $101,172 | ProgramServicesAmt |
| Management And General | $25,490 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,011 | TotalAmt |
| Management And General | $25,011 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,975 | TotalAmt |
| Program Services | $260,880 | ProgramServicesAmt |
| Management And General | $77,095 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,334 | TotalAmt |
| Program Services | $89,691 | ProgramServicesAmt |
| Management And General | $15,643 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,609 | TotalAmt |
| Program Services | $141,822 | ProgramServicesAmt |
| Management And General | $2,343 | ManagementAndGeneralAmt |
| Fundraising | $444 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,644 | TotalAmt |
| Program Services | $359,846 | ProgramServicesAmt |
| Management And General | $84,136 | ManagementAndGeneralAmt |
| Fundraising | $11,662 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,824 | TotalAmt |
| Program Services | $321,350 | ProgramServicesAmt |
| Management And General | $126,307 | ManagementAndGeneralAmt |
| Fundraising | $25,167 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,182 | TotalAmt |
| Program Services | $351,676 | ProgramServicesAmt |
| Management And General | $29,506 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,507,660 | TotalAmt |
| Program Services | $2,502,931 | ProgramServicesAmt |
| Management And General | $4,729 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,625 | TotalAmt |
| Program Services | $11,960 | ProgramServicesAmt |
| Management And General | $4,721 | ManagementAndGeneralAmt |
| Fundraising | $944 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENTAL | $261,819 | $225,298 | $30,436 | $6,085 |
| OTHER OPERATING COSTS | $209,973 | $161,159 | $42,176 | $6,638 |
| BANK & CREDIT CARD FEES | $117,670 | $112,679 | $4,991 | |
| ARTICLE FEES | $9,000 | $6,404 | $2,596 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,533,048 | TotalAmt |
| Program Services | $6,560,598 | ProgramServicesAmt |
| Management And General | $921,510 | ManagementAndGeneralAmt |
| Fundraising | $50,940 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,386 | BOYAmt |
| EOY | $761,963 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $491,960 | BOYAmt |
| EOY | $326,792 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,771 | BOYAmt |
| EOY | $449,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $85,209 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,154 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,405 | BOYAmt |
| EOY | $43,055 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,159,476 | BOYAmt |
| EOY | $3,425,130 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,052,457 | BOYAmt |
| EOY | $1,320,064 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,173,455 | BOYAmt |
| EOY | $6,326,557 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,731 | BOYAmt |
| EOY | $597,789 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $918,583 | BOYAmt |
| EOY | $1,074,446 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,370,723 | BOYAmt |
| EOY | $1,235,527 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,958,037 | BOYAmt |
| EOY | $2,907,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,215,418 | BOYAmt |
| EOY | $3,418,795 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,215,418 | BOYAmt |
| EOY | $3,418,795 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,173,455 | BOYAmt |
| EOY | $6,326,557 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$180,788 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $384,161 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $86,230 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $291,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $971,507 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,044,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,161,271 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $678,683 | CurrentTaxYearAmt |
| Total | $5,147,022 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,448,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,762,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,577,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,775,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,166,684 | CurrentTaxYearAmt |
| Total | $23,730,575 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,739,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,734,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,621,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,936,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,845,367 | CurrentTaxYearAmt |
| Total | $28,877,597 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $28,877,597 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $233,602 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $426,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $356,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $577,559 | CurrentTaxYearAmt |
| Total | $1,702,632 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $233,602 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $426,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $356,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $577,559 | CurrentTaxYearAmt |
| Total | $1,702,632 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $357,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,727 | CurrentTaxYearAmt |
| Total | $390,103 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,205,578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,968,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,056,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,313,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,425,653 | CurrentTaxYearAmt |
| Total | $30,970,332 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93240 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94750 | PublicSupportPY509Pct |
| Investment Income CY | 0.05500 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03930 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,209 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,154 | DepreciationAmt |
| Book Value | $43,055 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $43,055 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSETS | $912,000 |
| DUE FROM ETF | $408,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,320,064 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHAPTER FUNDS | $119,279 |
| LEASE LIABILITIES | $1,030,022 |
| INTERCOMPANY PAYABLE | $86,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,235,527 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EDTA IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, EDTA IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. EDTA'S IRS FORM 990 IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. EDTA BELIEVES THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND THEREFORE DO NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HONORARIUM AND STIPENDS | 62 | $99,603 |
| SCHOLARSHIPS | 207 | $32,000 |
| MEMBERSHIP AND ATTENDANCE GRANTS | 43 | $20,275 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JENNIFER KATONA | ||||||||||||||
| EXECUTIVE DIRECTOR | $226,698 | $0 | $0 | $0 | $0 | $0 | $3,459 | $0 | $0 | $0 | $230,157 | $0 | $0 | $0 |
| BRIAN MONK | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $162,676 | $0 | $0 | $0 | $0 | $0 | $5,764 | $0 | $0 | $0 | $168,440 | $0 | $0 | $0 |
| ALLISON DOLAN | ||||||||||||||
| CHIEF CONTENT OFFICER | $143,640 | $0 | $0 | $0 | $0 | $0 | $8,083 | $0 | $0 | $0 | $151,723 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP OF EDUCATIONAL THEATRE ASSOCIATION IS COMPRISED OF THESPIAN ROUPES AND PROFESSIONAL MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTION OF MEMBERS AND THEIR RIGHTS - THE MEMBERSHIP ELECTS TWO OFFICERS AND SIX INDIVIDUALS TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS SUBJECT TO APPROVAL OF MEMBERS - ANY CHANGES TO THE CODE OF REGULATIONS (BYLAWS) BY THE BOARD MUST BE APPROVED BY THE MEMBERS TO TAKE EFFECT. |
| FORM 990, PART VI, SECTION B, LINE 11B | ORGANIZATION'S PROCESS TO REVIEW FORM 990 - THE BOARD RECEIVES A DRAFT COPY OF THE FORM 990 TEN DAYS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSOCIATION HAS DETAILED CONFLICT OF INTEREST POLICY, WHICH IS REVIEWED BY THE BOARD OF DIRECTORS AND COPIES ARE SIGNED ANNUALLY. THE POLICY DETAILS DEFINITIONS AND PROCEDURES TO FOLLOW WHEN A CONFLICT OF INTEREST QUESTION IS IDENTIFIED. IN ADDITION, SHOULD ANYONE OUTSIDE THE BOARD OR STAFF IDENTIFY A POTENTIAL CONFLICT OF INTEREST, THE ISSUE IS BROUGHT TO THE ATTENTION OF THE BOARD PRESIDENT AND TAKEN TO THE FULL BOARD IF THERE IS ANY QUESTION. BOARD MEMBERS HAVE BEEN VIGILANT IN AWARENESS OF THE POLICY AND ARE KNOWN TO ASK BEFORE A QUESTION CAN BECOME AN ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SALARY OF THE EXECUTIVE DIRECTOR IS DETERMINED BY A REVIEW OF MULTIPLE NATIONAL AND LOCAL COMPENSATION SURVEYS USING A MINIMUM OF FOUR COMPARATIVE FACTORS: ASSOCIATION TYPE (MEMBERSHIP NOT TRADE ASSOCIATIONS). WITH A SIMILAR SCOPE AND SIMILAR SIZED BUDGET AND STAFF. THE COMPARISON IS PREPARED BY THE BOARD PRESIDENT AND VICE-PRESIDENT AND PRESENTED TO THE ENTIRE BOARD FOR CONSIDERATION. ONCE SALARY IS DETERMINED, THE SALARY IS COMMUNICATED TO THE ED BY A LETTER APPROVED BY ALL BOARD MEMBERS. THE EXECUTIVE DIRECTOR IS NOT INVOLVED IN THIS PROCESS OTHER THAN TO COLLECT SALARY SURVEYS AT THE DIRECTION OF THE PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATIONS CODE OF REGULATIONS (BYLAWS), INCLUDING THE CONFLICT OF INTEREST POLICY, THE GOVERNING BOARD'S POLICY MANUAL ARE AVAILABLE TO THE PUBLIC ON THE WEBSITE. THE ANNUAL AUDIT IS AVAILABLE TO THE PUBLIC BY REQUEST AND PRESENTED TO THE MEMBERS IN SUMMARY FORM IN AN ANNUAL REPORT. |
| FORM 990, PART XI, LINE 9: | INTERCOMPANY ADJUSTMENT 86,230. |
| FORM 990, PART XII, LINE 2C | NO CHANGES TO THE PROCESS DURING THE YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INTERNATIONAL THESPIAN FESTIVAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4555 LAKE FOREST DRIVE STE 650 | AddressLine1Txt |
| City | CINCINATTI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310743605 | EIN |
| Primary Activities | EDUCATIONAL EVENT | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $3,659,245 | TotalIncomeAmt |
| End Of Year Assets | $759,797 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATIONAL THEATRE ASSOCIATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EDUCATIONAL THEATRE ASSOCIATION FOUNDATION | ||||||||||
| 4555 LAKE FOREST DRIVE STE 650 | CINCINATTI | OH | 45212 | 311436571 | FUNDRAISING | OH | 501(C)(3) | LINE 12A, I | EDUCATIONAL THEATRE ASSOCIATION | 0 |
| EDUCATIONAL THEATRE ASSOCIATION GROUP AFFILIATES | ||||||||||
| 4555 LAKE FOREST DRIVE STE 650 | CINCINATTI | OH | 45212 | 311299492 | THEATRE EDUCATION | OH | 501(C)(3) | LINE 10 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATIONAL THEATRE ASSOCIATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $117,117 | InvolvedAmt |