ALABAMA SHAKESPEARE FESTIVAL INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALABAMA SHAKESPEARE FESTIVAL INC (EIN 63-0652734)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-08
- IRS object ID
- 202232209349300518
- Schema version
- 2020v4.2
- 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 | 2022-08-08T17:05:00-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631035228 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSON THORNTON & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 96 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 361010096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630652734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALABAMA SHAKESPEARE FESTIVAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALAB | BusinessNameControlTxt |
| Phone | 3342715300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FESTIVAL DRIVE | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD SCHMIDT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3342715300 | PhoneNum |
| Signature | 2022-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TODD | PersonFirstNm |
| Person Last | SCHMIDT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE K COOK | PreparerPersonNm |
| PTIN | P00537690 | PTIN |
| Phone | 3348347660 | PhoneNum |
| Preparation | 2022-08-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TODD SCHMIDT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FESTIVAL DRIVE | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,915,584 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASF.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 60 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 60 | VotingMembersIndependentCnt |
| Total Employee | 159 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $740 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,222,183 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,795,297 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,102,702 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $51,715 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,825 | PYInvestmentIncomeAmt |
| CY Investment Income | $80 | CYInvestmentIncomeAmt |
| PY Other Revenue | $185,557 | PYOtherRevenueAmt |
| CY Other Revenue | $57,892 | CYOtherRevenueAmt |
| PY Total Revenue | $5,527,267 | PYTotalRevenueAmt |
| CY Total Revenue | $3,904,984 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,617,609 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,831,001 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $7,247 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $5,683 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $306,603 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,069,122 | PYOtherExpensesAmt |
| CY Other Expenses | $1,375,322 | CYOtherExpensesAmt |
| PY Total Expenses | $5,693,978 | PYTotalExpensesAmt |
| CY Total Expenses | $3,212,006 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$166,711 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $692,978 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,802,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,144,651 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,018,742 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,668,411 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,783,262 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,476,240 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,085,737 | ExpenseAmt |
| Revenue | $91,334 | RevenueAmt |
| Desc | ALABAMA SHAKESPEARE FESTIVAL OFFERED 2 PRODUCTIONS WITH 15 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2021. | Desc |
| Total Program Service Expenses | $2,085,737 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 159 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 60 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 60 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA O'DONAHUE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3342715325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FESTIVAL DRIVE | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36117 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GORDON G MARTIN | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EUGENE STANALAND | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THE HONORABLE VANZETTA MCPHERSON | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK P BUNTING | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHY CADDELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD STABLER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THE HONORABLE SAMARRIA DUNSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAY BLOUNT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA BLACH WEIL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM MILES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FATHER MANUEL WILLIAMS CR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH ANN ROSS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOMMIE STEWART | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA TAYLOR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE SANDERS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHUCK DILAURA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GALEN J THACKSTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILLY LIVINGS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY M MUSSAFER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAY MCINNIS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COMMISSIONER DANIEL HARRIS JR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA DOCKERY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES K LOWDER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CASSANDRA CROSBY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT BIRMINGHAM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH BEATTY BULLER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT BURNS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL BARKER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WYATT RUSHTON HASKELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER H CAROTHERS III | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD CROWELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRIE HARMON III | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANICE HAWKINS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY LOWDER WOOTEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS A BLOUNT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL FIELDS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL STOCKTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL BALLARD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REVEREND JUDY QUICK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY A WILLIFORD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOBY ROTH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE JEAN WEIL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WESLEY BRITT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK DIXON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AL HEAD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANIE HOLLOWAY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RHON JONES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PORCIA BRADFORD LOVE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JODY MCINNES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAYOR STEVEN REED | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB VARDAMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS ALBRITTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MILTON C DAVIS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KALONJI GILCHRIST | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL REILLY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT RUNKLE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD STRANGE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLEOPHUS THOMAS JR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLE THOMPSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK DILDINE | |||||||
| ARTISTIC DIRECTOR | 40.00 | Yes (X) | $152,183 | $0 | $13,016 | ||
| TODD SCHMIDT | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $177,183 | $0 | $36,898 | ||
| EVE LOEB | |||||||
| DEVELOPMENT DIRECTOR | 40.00 | $112,801 | $0 | $19,407 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $442,167 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $69,321 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $495,680 | RelatedOrganizationsAmt |
| Government Grants | $716,251 | GovernmentGrantsAmt |
| All Other Contributions | $2,583,366 | AllOtherContributionsAmt |
| Noncash Contributions | $268,898 | NoncashContributionsAmt |
| Total Contributions | $3,795,297 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TICKET SALES | 711110 | $50,953 | $50,953 | |
| ADVERTISING | 541800 | $740 | $740 | |
| EDUCATIONAL PROGRAMS | 711110 | $22 | $22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $51,715 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80 | TotalRevenueColumnAmt |
| Exclusion | $80 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56 | TotalRevenueColumnAmt |
| Exclusion | $56 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,700 | 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 | $3,700 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,700 | TotalRevenueColumnAmt |
| Exclusion | $3,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,500 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $6,600 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,100 | TotalRevenueColumnAmt |
| Exclusion | -$3,100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $22,719 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,000 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,719 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,719 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PRESERVATION FEE | 711110 | $21,640 | $21,640 | |
| OTHER INCOME | 900099 | $16,877 | $16,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,517 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,904,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91,334 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $740 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,613 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,875 | TotalAmt |
| Program Services | $251,128 | ProgramServicesAmt |
| Management And General | $90,628 | ManagementAndGeneralAmt |
| Fundraising | $52,119 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,223,759 | TotalAmt |
| Program Services | $766,691 | ProgramServicesAmt |
| Management And General | $281,161 | ManagementAndGeneralAmt |
| Fundraising | $175,907 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,483 | TotalAmt |
| Program Services | $68,166 | ProgramServicesAmt |
| Management And General | $22,195 | ManagementAndGeneralAmt |
| Fundraising | $5,122 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,884 | TotalAmt |
| Program Services | $73,855 | ProgramServicesAmt |
| Management And General | $27,084 | ManagementAndGeneralAmt |
| Fundraising | $16,945 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,547 | TotalAmt |
| Management And General | $4,547 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,141 | TotalAmt |
| Management And General | $85,141 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,683 | TotalAmt |
| Fundraising | $5,683 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,725 | TotalAmt |
| Program Services | $119,248 | ProgramServicesAmt |
| Fundraising | $5,477 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,600 | TotalAmt |
| Program Services | $47,803 | ProgramServicesAmt |
| Management And General | $104,064 | ManagementAndGeneralAmt |
| Fundraising | $6,733 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,750 | TotalAmt |
| Program Services | $3,750 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,865 | TotalAmt |
| Program Services | $359,140 | ProgramServicesAmt |
| Management And General | $79,780 | ManagementAndGeneralAmt |
| Fundraising | $19,945 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,824 | TotalAmt |
| Program Services | $60,926 | ProgramServicesAmt |
| Management And General | $748 | ManagementAndGeneralAmt |
| Fundraising | $150 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410 | TotalAmt |
| Management And General | $410 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,543 | TotalAmt |
| Management And General | $70,543 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,336 | TotalAmt |
| Program Services | $87,035 | ProgramServicesAmt |
| Management And General | $24,867 | ManagementAndGeneralAmt |
| Fundraising | $12,434 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,026 | TotalAmt |
| Program Services | $91,221 | ProgramServicesAmt |
| Management And General | $17,104 | ManagementAndGeneralAmt |
| Fundraising | $5,701 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| THEATER PRODUCTION EXPE | $145,589 | $145,589 | $0 | $0 |
| TAXES AND LICENSES | $10,750 | $0 | $10,750 | $0 |
| REPAIRS AND MAINTENANCE | $5,941 | $4,975 | $644 | $322 |
| EDUCATIONAL EXPENSE | $5,200 | $5,200 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,075 | TotalAmt |
| Program Services | $1,010 | ProgramServicesAmt |
| Fundraising | $65 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,212,006 | TotalAmt |
| Program Services | $2,085,737 | ProgramServicesAmt |
| Management And General | $819,666 | ManagementAndGeneralAmt |
| Fundraising | $306,603 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,813 | BOYAmt |
| EOY | $2,822,808 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065,342 | BOYAmt |
| EOY | $1,228,497 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,525,462 | BOYAmt |
| EOY | $2,094,228 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,438 | BOYAmt |
| EOY | $158,438 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,410 | BOYAmt |
| EOY | $130,651 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,323,180 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,613,151 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,135,539 | BOYAmt |
| EOY | $1,710,029 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,802,004 | BOYAmt |
| EOY | $8,144,651 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,001 | BOYAmt |
| EOY | $578,728 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,909 | BOYAmt |
| EOY | $1,907,182 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,832 | BOYAmt |
| EOY | $182,501 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,742 | BOYAmt |
| EOY | $2,668,411 | 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 | $1,868,312 | BOYAmt |
| EOY | $3,174,493 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,914,950 | BOYAmt |
| EOY | $2,301,747 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,783,262 | BOYAmt |
| EOY | $5,476,240 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,802,004 | BOYAmt |
| EOY | $8,144,651 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $692,978 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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 | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $4,451,799 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,135,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,282,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,222,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,795,298 | CurrentTaxYearAmt |
| Total | $24,887,461 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,054,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,061,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,757,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,148,972 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,694 | CurrentTaxYearAmt |
| Total | $10,096,791 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,506,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,197,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,040,142 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,371,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,868,992 | CurrentTaxYearAmt |
| Total | $34,984,252 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $472,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $225,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $337,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $475,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $484,405 | CurrentTaxYearAmt |
| Total | $1,995,026 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $472,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $225,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $337,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $475,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $484,405 | CurrentTaxYearAmt |
| Total | $1,995,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $32,989,226 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,010 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,593 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,836 | CurrentTaxYearAmt |
| Total | $286,945 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,010 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,593 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,836 | CurrentTaxYearAmt |
| Total | $286,945 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$145,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$57,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$18,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$2,360 | CurrentTaxYearAmt |
| Total | -$188,720 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $706,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $350,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $357,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,517 | CurrentTaxYearAmt |
| Total | $1,593,983 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,141,642 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,573,367 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,469,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,582,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,908,985 | CurrentTaxYearAmt |
| Total | $36,676,460 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94010 | PublicSupportPY509Pct |
| Investment Income CY | 0.00780 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00490 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,948,297 | BeginningYearBalanceAmt |
| Contributions | $145,862 | ContributionsAmt |
| Investment Earnings Or Losses | $2,219,867 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $602,463 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $85,448 | AdministrativeExpensesAmt |
| End Year Balance | $14,626,115 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,350,468 | BeginningYearBalanceAmt |
| Contributions | $1,371,455 | ContributionsAmt |
| Investment Earnings Or Losses | $887,934 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $590,847 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $70,713 | AdministrativeExpensesAmt |
| End Year Balance | $12,948,297 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,811,783 | BeginningYearBalanceAmt |
| Contributions | $2,198,022 | ContributionsAmt |
| Investment Earnings Or Losses | $143,237 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $736,489 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $66,085 | AdministrativeExpensesAmt |
| End Year Balance | $11,350,468 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,421,810 | BeginningYearBalanceAmt |
| Contributions | $92,072 | ContributionsAmt |
| Investment Earnings Or Losses | $838,840 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,467,065 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $73,874 | AdministrativeExpensesAmt |
| End Year Balance | $9,811,783 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,686,770 | BeginningYearBalanceAmt |
| Contributions | $34,043 | ContributionsAmt |
| Investment Earnings Or Losses | $1,101,033 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,334,036 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $66,000 | AdministrativeExpensesAmt |
| End Year Balance | $10,421,810 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43547 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56454 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,297,672 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,805,076 | DepreciationAmt |
| Book Value | $1,492,596 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,025,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $808,075 | DepreciationAmt |
| Book Value | $217,433 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,710,029 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD SCHMIDT | ||||||||||||||
| EXECUTIVE DIRECTOR | $152,183 | $0 | $25,000 | $0 | $0 | $0 | $24,117 | $0 | $12,781 | $0 | $214,081 | $0 | $0 | $0 |
| RICK DILDINE | ||||||||||||||
| ARTISTIC DIRECTOR | $152,183 | $0 | $0 | $0 | $0 | $0 | $235 | $0 | $12,781 | $0 | $165,199 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $74,847 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | TRADING VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $194,051 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FESTIVAL DRIVE | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 636183677 | EIN |
| Primary Activities | SUPPORT OF ALABAMA SHAKESPEARE FESTIVAL, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12D, III-O | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | Yes (1) | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 |