2022-03-09T14:01:47-06:00 2021-08-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-09-01 526073157 FORD'S THEATRE SOCIETY FORD 2026382941 514 TENTH STREET NW WASHINGTON DC 200041407 PAUL TETREAULT DIRECTOR 2026382941 2022-03-03 1 PAUL TETREAULT 999009999 FREDERICK LONGWOOD P00439715 2022932200 2022-03-03 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PAUL TETREAULT 514 TENTH STREET NW WASHINGTON DC 200041407 8379101 0 X WWW.FORDS.ORG X 1967 DC TO CELEBRATE THE LEGACY OF PRESIDENT ABRAHAM LINCOLN AND EXPLORE THE AMERICAN EXPERIENCE THROUGH THEATRE AND EDUCATION. A WORKING THEATRE, HISTORICAL MONUMENT, WORLD-CLASS MUSEUM AND LEARNING CENTER, FORD'S THEATRE IS THE PREMIER DESTINATION IN WASHINGTON DC TO EXPLORE AND CELEBRATE LINCOLN'S IDEALS AND LEADERSHIP PRINCIPLES, COURAGE, INTEGRITY, TOLERANCE, EQUALITY AND CREATIVE EXPRESSION. 61 61 220 540 0 0 21684958 6659069 3591357 150369 386505 374169 273286 49177 25936106 7232784 0 0 0 0 8015418 4702706 0 0 1190498 6075939 3729858 14091357 8432564 11844749 -1199780 73756310 73235231 11105743 9171505 62650567 64063726 X TO CELEBRATE THE LEGACY OF PRESIDENT ABRAHAM LINCOLN AND EXPLORE THE AMERICAN EXPERIENCE THROUGH THEATRE AND EDUCATION. A WORKING THEATRE, HISTORICAL MONUMENT, WORLD-CLASS MUSEUM AND LEARNING CENTER, FORD'S THEATRE IS THE PREMIER DESTINATION IN WASHINGTON DC TO EXPLORE AND CELEBRATE LINCOLN'S IDEALS AND LEADERSHIP PRINCIPLES, COURAGE, INTEGRITY, TOLERANCE, EQUALITY AND CREATIVE EXPRESSION. 0 0 5255387 150369 OVER 41,000 PATRONS AND STUDENTS EXPERIENCED A CHRISTMAS CAROL RADIO PLAY, THE NECESSARY SACRIFICES RADIO PLAY AND ONE DESTINY STREAMING PRODUCTIONS. OVER 41,000 PATRONS VISITED THE FORD'S THEATRE HISTORIC SITE. ADDITIONALLY, EDUCATIONAL PROGRAMS AND OUTREACH SERVED OVER 12,000 LOCAL AND NATIONAL STUDENTS THROUGH FIELD TRIPS, STUDENT MATINEES, WORKSHOPS, DISTANCE LEARNING, AND ORATORY FESTIVAL. 5255387 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 102 0 1 220 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 61 61 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 AK AL AZ AR CA CO CT DE FL GA ID IL IN IA KS KY LA MA ME MD MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA WA WI WV WY VT X X X THE ORGANIZATION 2026382941 514 TENTH STREET NW WASHINGTON DC 200041407 PHEBE N NOVAKOVIC CHAIRMAN 1.50 X X 0 0 0 RONALD O PERELMAN VICE CHAIRMAN 1.00 X X 0 0 0 JAMES W DYER TREASURER 1.00 X X 0 0 0 ABIGAIL P BLUNT SECRETARY 1.00 X X 0 0 0 BJ AGUGLIARO TRUSTEE 1.00 X 0 0 0 RIMA AL-SABAH TRUSTEE 1.00 X 0 0 0 BRIAN C ANDERSON TRUSTEE 1.00 X 0 0 0 LISA ARPEY TRUSTEE 1.00 X 0 0 0 STEVEN G BARRY TRUSTEE 1.00 X 0 0 0 PAUL L BERRY TRUSTEE 1.00 X 0 0 0 ANDY BLOCKER TRUSTEE 1.00 X 0 0 0 JOYCE M BRAYBOY TRUSTEE 1.00 X 0 0 0 IAN CAMERON TRUSTEE 1.00 X 0 0 0 HON ELAINE CHAO TRUSTEE 1.00 X 0 0 0 DIANNE CLEAVER TRUSTEE 1.00 X 0 0 0 SANDY CORNYN TRUSTEE 1.00 X 0 0 0 MARK CRAWFORD TRUSTEE 1.00 X 0 0 0 KASEY A CROWLEY TRUSTEE 1.00 X 0 0 0 GINA DEARBORN TRUSTEE 1.00 X 0 0 0 HON DEBORAH I DINGELL TRUSTEE 1.00 X 0 0 0 GLORIA STORY DITTUS TRUSTEE 1.00 X 0 0 0 LAWRENCE DUNCAN III TRUSTEE 1.00 X 0 0 0 THERESA M FARIELLO TRUSTEE 1.00 X 0 0 0 KARYN M FRIST TRUSTEE 1.00 X 0 0 0 BRUCE A GATES TRUSTEE 1.00 X 0 0 0 MICHAEL R HEMMERICH TRUSTEE 1.00 X 0 0 0 SUSAN HESS TRUSTEE 1.00 X 0 0 0 HON SVEN ERIK HOLMES TRUSTEE 1.00 X 0 0 0 GHADA IRANI TRUSTEE 1.00 X 0 0 0 FRANK F ISLAM TRUSTEE 1.00 X 0 0 0 HON ALPHONSO JACKSON TRUSTEE 1.00 X 0 0 0 NORMAN JEMAL TRUSTEE 1.00 X 0 0 0 ELIZABETH BAKER KEFFER TRUSTEE 1.00 X 0 0 0 RITU AHUJA KHANNA TRUSTEE 1.00 X 0 0 0 ALBERT BAKER KNOLL TRUSTEE 1.00 X 0 0 0 KENT KNUTSON TRUSTEE 1.00 X 0 0 0 MARC S LAMPKIN TRUSTEE 1.00 X 0 0 0 FRANCES R LINDNER TRUSTEE 1.00 X 0 0 0 DAVID H LONG TRUSTEE 1.00 X 0 0 0 MARLENE MALEK TRUSTEE 1.00 X 0 0 0 SUSAN J BLUMENTHAL MARKEY MD TRUSTEE 1.00 X 0 0 0 JUDY MCCARTHY TRUSTEE 1.00 X 0 0 0 HON WILLIAM F MCSWEENY TRUSTEE 1.00 X 0 0 0 CATHERINE MERRILL TRUSTEE 1.00 X 0 0 0 AYESHA K MOLINO TRUSTEE 1.00 X 0 0 0 MAJIDA MOURAD TRUSTEE 1.00 X 0 0 0 RICHARD A MULLEN TRUSTEE 1.00 X 0 0 0 NOEMI K NEIDORFF TRUSTEE 1.00 X 0 0 0 KELLEY PAUL TRUSTEE 1.00 X 0 0 0 HEATHER PODESTA TRUSTEE 1.00 X 0 0 0 VICKI RISCH TRUSTEE 1.00 X 0 0 0 ELIZABETH ROSKAM TRUSTEE 1.00 X 0 0 0 HILARY GEARY ROSS TRUSTEE 1.00 X 0 0 0 HON FREDERICK J RYAN JR TRUSTEE 1.00 X 0 0 0 CHARLES SEGARS TRUSTEE 1.00 X 0 0 0 ERIC A SPIEGEL TRUSTEE 1.00 X 0 0 0 BETTY ANN TANNER TRUSTEE 1.00 X 0 0 0 LOUISE TAPER TRUSTEE 1.00 X 0 0 0 ALIA TUTOR TRUSTEE 1.00 X 0 0 0 OMAR A VARGAS TRUSTEE 1.00 X 0 0 0 IRIS WEINSHALL TRUSTEE 1.00 X 0 0 0 PAUL TETREAULT DIRECTOR 40.00 X 487829 0 46695 KRISTIN FOX-SIEGMUND DEPUTY DIRECTOR AND DIRECTOR OF PROGRAMMING 40.00 X 172371 0 32214 DOUGLAS WILSON DIRECTOR OF FINANCE AND ADMINISTRATION 40.00 X 163255 0 20469 ELIZABETH O'BRIEN ANDERSON DIRECTOR OF DEVELOPMENT 40.00 X 146850 0 30811 LIZA LORENZ DIRECTOR OF COMMUNICATIONS 40.00 X 124619 0 34234 SARAH JENCKS DIRECTOR OF EDUCATION AND INTERPRETATION 40.00 X 106266 0 21625 1201190 0 186048 6 0 1 0 CONSIGLI CONSTRUCTION CO INC 72 SUMNER STREET MILFORD MA 01757 CONSTRUCTION CONTRACTOR 485049 CHICKEN SCRATCH LLC 164 N MAINE AVE FANWOOD NJ 07023 THEATRICAL PRODUCTION 432280 EAST SHORE SOUND INC PO BOX 512 JARRETTSVILLE MD 21084 THEATRICAL EQUIPMENT 161240 RED COATS INC PO BOX 79579 BALTIMORE MD 212790579 CUSTODIAL SERVICES 103731 4 6041669 617400 6659069 TOUR ADMISSION FEES 711110 141062 141062 EDUCATION INCOME 711110 7563 7563 RESTORATION FEES 711110 1744 1744 150369 396088 396088 12525 12525 1124398 1146317 -21919 -21919 -21919 OTHER REVENUE 900099 19970 19970 CONCESSION INCOME 900099 16682 16682 36652 7232784 150369 0 423346 595803 371320 140369 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157944 157944 8412564 20000 20000 8432564 PART III, LINE 4: FORD'S THEATRE SOCIETY OWNS ARTWORK THAT IS RELATED TO THE HISTORY OF THE FORD'S THEATRE BUILDING, ACTIVITIES OF THE FORD'S THEATRE SOCIETY OR THE LEGACY OF ABRAHAM LINCOLN CONSISTENT WITH THE FORD'S THEATRE SOCIETY MISSION. PART V, LINE 4: THE MARY JANE WICK ENDOWMENT FUND, ALSO KNOWN AS THE FRANKIE HEWITT ENDOWMENT, WAS ESTABLISHED THROUGH RESTRICTED CONTRIBUTIONS FROM DONORS. IT REQUIRES THAT, IN PERPETUITY, THE PRINCIPAL BE INVESTED AND THAT THE INCOME ONLY BE USED FOR UNRESTRICTED OPERATING ACTIVITIES. THE SOCIETY'S ENDOWMENT ALSO INCLUDES FUNDS INTERNALLY DESIGNATED BY THE BOARD OF TRUSTEES TO BE HELD IN RESERVES TO SUPPORT FUTURE YEARS' OPERATIONS AND PROVIDE A RESOURCE FOR UNEXPECTED DOWNTURNS. X X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 PAUL TETREAULT DIRECTOR 341288 0 0 0 146541 0 18460 0 28235 0 534524 0 0 0 KRISTIN FOX-SIEGMUND DEPUTY DIRECTOR AND DIRECTOR OF PROG 172371 0 0 0 0 0 10576 0 21638 0 204585 0 0 0 DOUGLAS WILSON DIRECTOR OF FINANCE AND ADMINISTRATI 163255 0 0 0 0 0 9830 0 10639 0 183724 0 0 0 ELIZABETH O'BRIEN ANDERSON DIRECTOR OF DEVELOPMENT 146850 0 0 0 0 0 9216 0 21595 0 177661 0 0 0 LIZA LORENZ DIRECTOR OF COMMUNICATIONS 124619 0 0 0 0 0 7777 0 26457 0 158853 0 0 0 PART I, LINE 1A WHEN CERTAIN CONDITIONS ARE MET, DOMESTIC FIRST CLASS, INTERNATIONAL BUSINESS CLASS, AND TRAVEL FOR A COMPANION ARE PERMITTED IN THE EXECUTIVE TRAVEL POLICY. PART I, LINE 4B THE FOLLOWING EMPLOYEES PARTICIPATED IN NON-QUALIFIED 457F RETIREMENT PLAN: PAUL TETREAULT - $44,637.28 WAS ACCRUED DURING THE TAX YEAR. NORMAN JEMAL BOARD MEMBER 463217 THE ORGANIZATION LEASED LOBBY SPACE FROM JEMALS ATLANTIC LLC WHICH IS AN ENTITY CONTROLLED BY DOUGLAS DEVELOPMENT CORPORATION. NORMAL JEMAL IS PRINCIPAL AND SENIOR VICE PRESIDENT OF DOUGLAS DEVELOPMENT CORPORATION. 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO THE FINAL SUBMISSION OF THE 990, IT IS REVIEWED BY THE DIRECTOR OF FINANCE AND SENIOR MANAGMENT. NEXT, IT IS PRESENTED TO THE CHAIR OF THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR APPROVAL AND DISTRIBUTED ELECTRONICALLY TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C AS A CONDITION FOR HIRING, EACH INDIVIDUAL SHALL DISCLOSE TO THE DIRECTOR OR PERSON IN CHARGE OF HR ADMINISTRATION, IN WRITING, ANY FINANCIAL, PROPRIETARY OR PERSONAL INTERESTS THAT MIGHT BE CONSTRUED AS BEING IN CONFLICT WITH HIS OR HER DUTY TO FORD'S THEATRE SOCIETY. ALL EMPLOYEES ARE REQUIRED TO SIGN AND HAND IN THE "CONFLICT OF INTEREST" FORM. WHILE EMPLOYED AT FORD'S THEATRE SOCIETY, EMPLOYEES SHALL COMPLY WITH THIS CONFLICT OF INTEREST POLICY AND AVOID EVEN THE APPEARANCE OF IMPROPRIETY. EMPLOYEES HAVE AN ONGOING DUTY TO REPORT TO THE DIRECTOR OR PERSON IN CHARGE OF HR ADMINISTRATION, IN WRITING, ANY PARTICULAR SITUATION RELATING TO PREVIOUSLY DISCLOSED INTERESTS, OR ANY CIRCUMSTANCE IN WHICH A POTENTIAL CONFLICT OF INTEREST MAY ARISE. THE DIRECTOR WILL DETERMINE THE EXISTENCE OF A CONFLICT OF INTEREST. IF A CONFLICTING INTEREST EXISTS, THE DIRECTOR WILL DETERMINE THE APPROPRIATE STEPS TO BE TAKEN UNDER THE CIRCUMSTANCES. POSSIBLE STEPS INCLUDE BUT ARE NOT LIMITED TO (1) REQUIRING THE INTERESTED EMPLOYEE TO REFRAIN FROM PARTICIPATING IN ANY DECISION OR POLICY MAKING IN A PENDING MATTER RELATING TO THE CONFLICT OF INTEREST, (2) REQUIRING THE EMPLOYEE TO DIVEST HIMSELF OR HERSELF OF THE CONFLICTING INTEREST, OR (3) IN SUFFICIENTLY SERIOUS SITUATIONS, TERMINATION OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION LEVEL OF THE DIRECTOR IS SET BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. A COMPENSATION STUDY AND INDEPENDENT CONSULTANT ARE USED DURING THEIR DELIBERATION, AND THEIR DECISIONS ARE DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FEDERAL FORM 990 IS POSTED ON THE ORGANIZATION'S WEBSITE AND A THIRD PARTY'S WEBSITE, GUIDESTAR. THE AUDITED FINANCIAL STATEMENTS, AS WELL AS THE SOCIETY'S GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE AVAILABLE BY REQUEST. MARY JANE WICK ENDOWMENT FUND 514 TENTH STREET NW WASHINGTON DC 20004 521935213 WHOLLY-OWNED ENDOWMENT FUND DC 2678456 13863384 FORD'S THEATRE SOCIETY