2023-09-12T22:28:09-05:00 2022-10-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2021-11-01 930407022 OREGON SHAKESPEARE FESTIVAL ASSOCIATION INC OREG 5414822111 PO BOX 158 ASHLAND OR 975200158 TYLER HOKAMA INTERIM EXECUTIVE DIRECTOR 5414822111 2023-09-12 1 TYLER HOKAMA 999009999 SANG AHN P00540880 5032270581 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DAVID SCHMITZ PO BOX 158 ASHLAND OR 975200158 28077657 0 X WWW.OSFASHLAND.ORG X 1935 OR THE OREGON SHAKESPEARE FESTIVAL CREATES WORLD-CLASS THEATER, REVEALING OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, AND INSPIRING A LOVE OF OUR ART FORM FOR CURRENT AND FUTURE GENERATIONS. 28 28 398 207 107535 0 17768995 18622345 555301 7305768 -14035 10430 430517 555486 18740778 26494029 34930 0 0 0 10396580 22082830 261316 242391 1943237 8444780 14735359 19137606 37060580 -396828 -10566551 57188884 36446061 19357798 9107398 37831086 27338663 X THE OREGON SHAKESPEARE FESTIVAL CREATES WORLD-CLASS THEATER, REVEALING OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, AND INSPIRING A LOVE OF OUR ART FORM FOR CURRENT AND FUTURE GENERATIONS. 0 0 22070002 7198233 THE 2022 SEASON AT THE OREGON SHAKESPEARE FESTIVAL SAW THE RETURN OF THE REPERTORY AFTER THE COVID-19 PANDEMIC CLOSURE, FEATURING SEVEN PRODUCTIONS: ONCE ON THIS ISLAND, DIRECTED BY LILI-ANNE BROWN; AUGUST WILSON'S HOW I LEARNED WHAT I LEARNED, DIRECTED BY TIM BOND; THE WEST COAST PREMIERE OF MONA MANSOUR'S UNSEEN, DIRECTED BY EVREN ODCIKIN; THE TEMPEST, DIRECTED BY NICK AVILA; QUI NGUYEN'S REVENGE SONG: A VAMPIRE COWBOYS CREATION, DIRECTED BY ROBERT ROSS PARKER; THE WEST COAST PREMIERE OF DOMINIQUE MORISSEAU'S CONFEDERATES, DIRECTED BY NATAKI GARRETT (AN AMERICAN REVOLUTIONS COMMISSION); AND ROSA JOSHI'S PRODUCTION OF KING JOHN, PRESENTED IN ASSOCIATION WITH UPSTART CROW COLLECTIVE. FOUR OF THESE PRODUCTIONS WERE STREAMED FOR NATIONAL AND INTERNATIONAL AUDIENCES AS PART OF OSF'S THEATRE ON FILM INITIATIVE. IN ADDITION TO THE RETURN OF EDUCATION AND ENGAGEMENT PROGRAMS, OSF ALSO PRODUCED DR. G'S BINGO EXTRAVAGANZA!, CREATED BY THE FOR YOU COLLECTIVE WHICH CELEBRATED THE LIFE AND LEGACY OF DR. GENEVA CRAIG WHO IS AN ELDER AND AN ICON IN THE ASHLAND COMMUNITY. OSF'S O! DIGITAL STAGE FEATURED THE CYMBELINE PROJECT, AN EPISODIC DIGITAL VERSION OF SHAKESPEARE'S PLAY, CONCEIVED BY NATAKI GARRETT AND CREATED BY SCARLETT KIM. LEAD ARTISTS FOR THE DIFFERENT EPISODES INCLUDED TARA AHMADINEJAD, CHICAGO PUPPET STUDIO, MONTY COLE, DIANA OH, RUTH TANG, AND ERIC TING. IN THE FILM WORLD, OSF PRODUCED TWO SHORT FILMS: CAT SITTER BY DAVE HARRIS AND YOU GO GIRL! BY SHARIFFA ALI, WHICH WAS INCLUDED IN THE SUNDANCE FILM FESTIVAL. THE 2022 DIGITAL SEASON CULMINATED IN QUILLS FEST 2022, FEATURING NEW AND CONTINUED XR COMMISSIONS, AS WELL AS PARTIES, VIRTUAL STUDIO VISITS, DEMOS. QUILLS FEST ALSO INCLUDED A PARTNERSHIP WITH THE NYU TANDON AT THE YARD IN BROOKLYN, NYC, WHERE PROJECTS AND CONVERSATIONS COULD BE EXPERIENCED IN-PERSON 22070002 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 1 208 0 398 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OR X ARIANA SPIEGLER 5414822111 15 SOUTH PIONEER ST ASHLAND OR 975200158 DIANE YU BOARD CHAIR 2.00 X X 0 0 0 MARY WILCOX CO-VICE CHAIR 2.00 X X 0 0 0 SACHTA CARD CO-VICE CHAIR 2.00 X X 0 0 0 MICHELLE BRANCH SECRETARY 2.00 X X 0 0 0 ANNA WERBLOW TREASURER 2.00 X X 0 0 0 PATRICK BRADFORD BOARD MEMBER 1.30 X 0 0 0 PEGGY BREY BOARD MEMBER 1.30 X 0 0 0 KELLY BULKELEY BOARD MEMBER 1.30 X 0 0 0 BROOK COLLEY BOARD MEMBER 1.30 X 0 0 0 SIDNEY COOPER BOARD MEMBER 1.30 X 0 0 0 SAMUEL DAKIN BOARD MEMBER 1.30 X 0 0 0 ERIC DISHMAN BOARD MEMBER 1.30 X 0 0 0 TONY DRUMMOND BOARD MEMBER 1.30 X 0 0 0 KATIE FAREWELL BOARD MEMBER 1.30 X 0 0 0 CHRISTINE GARRETT BOARD MEMBER 1.30 X 0 0 0 DAVE HITZ BOARD MEMBER 1.30 X 0 0 0 RUDD JOHNSON BOARD MEMBER 1.30 X 0 0 0 CHARLOTTE LIN BOARD MEMBER 1.30 X 0 0 0 DAVID PENILTON BOARD MEMBER 1.30 X 0 0 0 CARMEN RUBIO BOARD MEMBER 1.30 X 0 0 0 DANNY SANTOS BOARD MEMBER 1.30 X 0 0 0 PERRY SIMON BOARD MEMBER 1.30 X 0 0 0 OCTAVIO SOLIS BOARD MEMBER 1.30 X 0 0 0 BOB SPELTZ BOARD MEMBER 1.30 X 0 0 0 ALEX SUTTON BOARD MEMBER 1.30 X 0 0 0 NANCY TAIT BOARD MEMBER 1.30 X 0 0 0 HECTOR TOBAR BOARD MEMBER 1.30 X 0 0 0 PAUL WESTBROOK BOARD MEMBER 1.30 X 0 0 0 DAVID SCHMITZ EXECUTIVE DIRECTOR 50.00 1.00 X 463715 0 23011 NATAKI MYERS ARTISTIC DIRECTOR 50.00 X 457699 0 17347 AMANDA BRANDES DIRECTOR OF DEVELOPMENT 45.00 X 163654 0 15519 ALYS HOLDEN DIRECTOR OF PRODUCTION 45.00 X 153570 0 17809 SHANDRA LALLEY DIRECTOR OF HR 45.00 X 150650 0 6598 EVREN ODCIKIN ASSOCIATE ARTISTIC DIRECTOR 45.00 X 144214 0 2083 CHRISTINE WATSON DIRECTOR OF FINANCE & ACCOUNTING 45.00 X 128269 0 6772 1661771 0 89139 12 0 1 0 ARNOLD & PORTER KAYE SCHOLER LLP PO BOX 719451 PHILADELPHIA PA 191719451 LEGAL 441000 ALLIED GLOBAL MARKETING PO BOX 845382 BOSTON MA 02284 MARKETING 178428 CAPACITY INTERACTIVE CONSULTING PO BOX 83447 WOBURN MA 01813 MARKETING 151160 3 542833 1639785 8285939 8153788 639902 18622345 PLAYS AND OTHER EVENTS 711110 7248403 7140868 107535 EDUCATIONAL PROGRAMS 900099 57365 57365 7305768 11652 11652 946 946 43580 0 43580 43580 43580 1475715 1476937 -1222 -1222 -1222 0 542833 106691 -106691 -106691 OTHER INCOME 900099 414370 414370 CONCESSIONS 721000 203281 203281 617651 26494029 7198233 107535 565916 961771 626659 277058 58054 16626333 10833181 4789564 1003588 369952 241049 106572 22331 2668311 1738585 768663 161063 1456463 948984 419565 87914 501735 501735 126719 119778 6941 127356 120065 7291 242391 242391 1551597 1551597 629336 144 621672 7520 1050075 126123 842014 81938 106078 79 105999 165545 165545 1055944 1055944 884408 438394 368870 77144 160391 160391 1873519 1764844 94151 14524 238604 214195 20687 3722 COMMISSIONS AND FEES 2005114 1483065 380668 141381 HOUSING 1277938 1277938 PRODUCTION 566793 566793 2414207 1644424 742348 27435 37060580 22070002 13047341 1943237 14534518 1523076 4578295 479738 4705021 1237891 252939 19219 122431 182980 750489 1373311 63543768 32091801 32141439 31451967 103752 177879 57188884 36446061 2346723 3712260 4434433 567033 5175623 4828105 7401019 0 19357798 9107398 X 34589094 25871438 3241992 1467225 37831086 27338663 57188884 36446061 -10566551 74128 0 X X 0 1 X 1 1 1 X 17782299 21832688 23667453 17768995 18622345 99673780 1449394 1474962 1492397 1585252 1708037 7710042 19231693 23307650 25159850 19354247 20330382 107383822 3296724 104087098 63817 141171 209950 200097 56178 671213 174450 196255 51399 -14172 24648 432580 1080696 1318193 606177 314845 617651 3937562 112425177 52798892 0.92580 0.90680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 441000 541000 34576343 35117343 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 100000 541000 641000 250000 250000 250000 250000 1000000 1500000 100000 100000 200000 38664051 70280 -6173203 0 1639785 136507 30784836 31072455 269165 9641851 776885 1447951 94584 38664051 34002595 270147 379797 2000000 1463115 116969 31072455 34805064 385740 3208167 2845811 1478127 72438 34002595 37787412 2773623 -151743 3882032 1632852 89344 34805064 0.14860 0.69040 0.16100 0 1 1 3601851 3601851 30712964 11817883 18895081 17528996 8984059 8544937 11257743 10951246 306497 442214 338613 103601 31451967 X PART V, LINE 4: THE OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR EDUCATIONAL PROGRAMS AND OPERATIONS SUPPORT. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE ENDOWMENT FUND PROVIDES SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A 501(C)(3) ORGANIZATION. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC 740 TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. X X X X X X X 1 DCM INC 330 WEST 38TH ST STE 207 NEW YORK NY 10018 TELEFUNDRAISING 0 397211 278220 118991 SWAIM STRATEGIES PO BOX 17191 PORTLAND OR 97217 EVENT MANAGEMENT 0 0 12500 -12500 397211 290720 106491 OR WA CA GALA 542833 542833 7500 7978 12697 12500 66016 542833 542833 7500 7978 12697 12500 66016 106691 -106691 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE VENDORS CHARGE A FLAT FEE FOR CONSULTING FOR ALL CAMPAIGNS. DCM BILLS AN HOURLY RATE FOR LABOR PLUS AN EMPLOYEE ASSESSMENT FEE IF THERE IS A LAW CHANGE DURING THE COURSE OF THE CAMPAIGN. DCM ALSO CHARGES COMMISSION FEES ON REVENUE DURING THE CALLING WEEKS AND THE TWO WEEKS AFTER THE COMPLETION OF CALLING. IN ADDITION TO THE USE OF DCM, OSF HOSTED A DIGITAL GALA, A CONTRIBUTED REVENUE EVENT ALONG WITH A SILENT AUCTION FROM ITEMS THAT WERE PURCHASED BY OSF AS WELL AS DONATED AS IN-KIND CONTRIBUTIONS. 1 X X X X X 1 1 0 0 0 0 0 0 0 DAVID SCHMITZ EXECUTIVE DIRECTOR 463715 0 0 0 0 0 0 0 23011 0 486726 0 0 0 NATAKI MYERS ARTISTIC DIRECTOR 457699 0 0 0 0 0 0 0 17347 0 475046 0 0 0 AMANDA BRANDES DIRECTOR OF DEVELOPMENT 163654 0 0 0 0 0 0 0 15519 0 179173 0 0 0 ALYS HOLDEN DIRECTOR OF PRODUCTION 153570 0 0 0 0 0 463 0 17346 0 171379 0 0 0 SHANDRA LALLEY DIRECTOR OF HR 150650 0 0 0 0 0 0 0 6598 0 157248 0 0 0 PART I, LINES 4A-B DAVID SCHMITZ CONTRIBUTED 19,500 TO A 457 PLAN IN FY2022. CHRISTINE WATSON RECEIVED SEVERANCE OF $35,630. ALL SEVERANCE PAYMENTS LISTED IN #7 WERE PAID IN FY 2022. KIRKALDY MYERS SPOUSE OF KEY EMPLOYEE (OFFICER) 53400 CONTRACTED SERVICES 0 X 6222 MARKET X 22 129587 AVERAGE HIGH LOW X 1 379000 APPRAISAL X 2 3932 MARKET X GIFT SHOP INVENTORY 1 118879 CATALOGUE OF INVENTO 0 1 0 PART I, COLUMN (B): THE ORGANIZATION USES THE NUMBER OF CONTRIBUTIONS METHOD. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF FIVE BOARD OFFICERS AND THREE ADDITIONAL BOARD MEMBERS, ALL APPROVED BY VOTE OF THE ENTIRE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE BRINGS PROPOSALS TO THE ENTIRE BOARD OF DIRECTORS FOR VOTING. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE FORM 990 IS FILED, IT WILL BE REVIEWED IN DETAIL BY THE FINANCE CONTROLLER, THE FINANCE COMMITTEE AND THE AUDIT COMMITTEE. ALL MEMBERS OF THE BOARD OF DIRECTORS WILL RECEIVE A COMPLETE COPY OF FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C GOVERNING BOARD: ALL MEMBERS ARE REQUIRED ANNUALLY TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT, AND TO RECUSE THEMSELVES IF ANY CONFLICT EXISTS. DISCLOSURE FORMS ARE REVIEWED BY STAFF AND FILED WITH THE EXECUTIVE DIRECTOR. THE FORMS MAY ALSO BE REVIEWED BY THE INDEPENDENT AUDITOR. STAFF: ALL STAFF ARE GOVERNED BY A SEPARATE POLICY. STAFF ARE REQUIRED TO DISCLOSE A CONFLICT OR POTENTIAL CONFLICT AT ANYTIME SUCH A CONFLICT MIGHT ARISE. THE POLICY OUTLINES A PROCESS FOR RESOLVING ANY CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR THE ENTIRE BOARD IS ASKED TO EVALUATE THE PERFORMANCE OF THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR AND TO GIVE THEIR INPUT TO THE BOARD PRESIDENT. THE BOARD PRESIDENT, IN TURN, DISCUSSES THE REVIEWS WITH THE EXECUTIVE COMMITTEE. THE RESULTS OF THE REVIEWS ARE PRESENTED TO THE ARTISTIC AND EXECUTIVE DIRECTORS BY THE BOARD PRESIDENT, AT WHICH TIME THE GOALS FOR THE UPCOMING YEAR ARE ALSO DISCUSSED. EVERY THREE YEARS, WRITTEN MULTI-YEAR EMPLOYMENT CONTRACTS ARE ESTABLISHED FOR THE ARTISTIC AND EXECUTIVE DIRECTORS. THE CONTRACTS INCLUDE THE SALARIES SET BY THE EXECUTIVE COMMITTEE PURSUANT TO A COMPENSATION POLICY AND UTILIZING COMPARABILITY DATA FROM OTHER MAJOR THEATRES THROUGHOUT THE UNITED STATES. THE RESULTS OF THE SALARY REVIEWS ARE COMMUNICATED TO THE FULL BOARD IN EXECUTIVE SESSION. PURSUANT TO THE COMPENSATION POLICY, THE EXECUTIVE COMMITTEE ALSO CONSULTS COMPARABILITY DATA FOR PURPOSES OF REVIEWING THE REASONABLENESS OF COMPENSATION SET BY THE ORGANIZATION FOR SOME INDIVIDUALS WHO ARE OR POTENTIALLY COULD BE CONSIDERED DISQUALIFIED PERSONS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION C, LINE 19 OREGON SHAKESPEARE FESTIVAL ASSOCIATION'S GOVERNING DOCUMENTS, AUDIT REPORTS AND FORMS 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OSF SOLUTIONS LLC PO BOX 1120 ASHLAND OR 97520 320279547 PRODUCTION OF THEATRICAL SOFTWARE OR 0 0 OREGON SHAKESPEARE FESTIVAL ASSOCIATION THE CYMBELINE PROJECT LLC PO BOX 1120 ASHLAND OR 97520 872341166 PRODUCTION OF MULTIMEDIA PRODUCTIONS OR 0 0 OREGON SHAKESPEARE FESTIVAL ASSOCIATION OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND PO BOX 158 ASHLAND OR 97520 936041618 SUPPORT FOR OREGON SHAKESPEARE FESTIVAL ASSOCIATION, INC. OR 501(C)(3) LINE 12B, II OREGON SHAKESPEARE FESTIVAL ASSOCIATION 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND C 1639785