2021-08-11T13:10:27-05:00 2020-09-30 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2019-10-01 630652734 ALABAMA SHAKESPEARE FESTIVAL ALAB 3342715300 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 TODD SCHMIDT EXECUTIVE DIRECTOR 3342715300 2021-08-04 1 CHRISTINE K COOK P00537690 3348347660 2021-08-04 2019 2022-09-23 18:48:47Z TODD SCHMIDT ONE FESTIVAL DRIVE MONTGOMERY AL 36117 5613454 0 X WWW.ASF.NET X 1991 AL THE ALABAMA SHAKESPEARE FESTIVAL, THE STATE'S THEATER, BUILDS COMMUNITY BY ENGAGING, ENTERTAINING, AND INSPIRING PEOPLE WITH TRANSFORMATIVE THEATRICAL PRODUCTIONS AND COMPELLING EDUCATIONAL AND OUTREACH PROGRAMS. 60 60 266 75 1840 49 4282194 4222183 2613582 1102702 7740 16825 511224 185557 7414740 5527267 0 0 0 0 4702575 3617609 9567 7247 382780 2948377 2069122 7660519 5693978 -245779 -166711 5715582 5802004 765609 1018742 4949973 4783262 THE ALABAMA SHAKESPEARE FESTIVAL, THE STATE'S THEATER, BUILDS COMMUNITY BY ENGAGING, ENTERTAINING, AND INSPIRING PEOPLE WITH TRANSFORMATIVE THEATRICAL PRODUCTIONS AND COMPELLING EDUCATIONAL AND OUTREACH PROGRAMS. 0 0 4336214 1200278 ALABAMA SHAKESPEARE FESTIVAL OFFERED 9 PRODUCTIONS WITH OVER 369 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2020. IN ADDITION TO THE RESIDENT PRODUCTIONS, THE FESTIVAL CONTINUED TO OFFER A HOST OF PROGRAMS FOR EDUCATORS AS WELL AS THEATRE ENTHUSIASTS OF ALL AGES. THE FESTIVAL SPONSORED READINGS, PRODUCTIONS AND WORKSHOPS THROUGH THE SOUTHERN WRITERS' PROJECT FESTIVAL OF NEW PLAYS. A VARIETY OF EDUCATIONAL PROGRAMS THROUGHOUT THE YEAR WERE OFFERED FOR ADULTS AND CHILDREN INCLUDING THEATRE IN THE MIND PROGRAMS, TEACHER SEMINARS, SCHOOLFEST PERFORMANCES,CAMP SHAKESPEARE, AND THE ASF ACADEMY. 4336214 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 169 0 266 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 60 60 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X LAURA O'DONAHUE 3342715325 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 GORDON G MARTIN CHAIR 1.00 X X 0 0 0 EUGENE STANALAND TREASURER 1.00 X X 0 0 0 ROBERT RUNKLE VICE CHAIR 1.00 X X 0 0 0 MARK P BUNTING BOARD MEMBER 1.00 X 0 0 0 CATHY CADELL BOARD MEMBER 1.00 X 0 0 0 RICHARD STABLER SECRETARY 1.00 X 0 0 0 THE HONORABLE SAMARRIA DUNSON BOARD MEMBER 1.00 X 0 0 0 KAY BLOUNT BOARD MEMBER 1.00 X 0 0 0 LISA BLACH WEIL BOARD MEMBER 1.00 X 0 0 0 TOM MILES BOARD MEMBER 1.00 X 0 0 0 FATHER MANUEL WILLIAMS CR BOARD MEMBER 1.00 X 0 0 0 SARAH ANN ROSS BOARD MEMBER 1.00 X 0 0 0 JOSIE GORDEN BOARD MEMBER 1.00 X 0 0 0 TOMMIE STEWART BOARD MEMBER 1.00 X 0 0 0 LISA TAYLOR BOARD MEMBER 1.00 X 0 0 0 LESLIE SANDERS BOARD MEMBER 1.00 X 0 0 0 KAM SIDHU BOARD MEMBER 1.00 X 0 0 0 LINWOOD MCCLAIN BOARD MEMBER 1.00 X 0 0 0 CHUCK DILAURA BOARD MEMBER 1.00 X 0 0 0 GALEN J THACKSTON BOARD MEMBER 1.00 X 0 0 0 BILLY LIVINGS BOARD MEMBER 1.00 X 0 0 0 PEGGY M MUSSAFER BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE VANZETTA MCPHERSON BOARD MEMBER 1.00 X 0 0 0 CLAY MCINNIS BOARD MEMBER 1.00 X 0 0 0 GENE C CRANE BOARD MEMBER 1.00 X 0 0 0 COMMISSIONER DANIEL HARRIS JR BOARD MEMBER 1.00 X 0 0 0 ROBERT R MCGHEE BOARD MEMBER 1.00 X 0 0 0 LAURA DOCKERY BOARD MEMBER 1.00 X 0 0 0 JAMES K LOWDER BOARD MEMBER 1.00 X 0 0 0 CASSANDRA CROSBY BOARD MEMBER 1.00 X 0 0 0 ROBERT BIRMINGHAM BOARD MEMBER 1.00 X 0 0 0 SARAH BEATTY BULLER BOARD MEMBER 1.00 X 0 0 0 ROBERT BURNS BOARD MEMBER 1.00 X 0 0 0 CARL BARKER BOARD MEMBER 1.00 X 0 0 0 WYATT RUSHTON HASKELL BOARD MEMBER 1.00 X 0 0 0 ALEXANDER H CAROTHERS III BOARD MEMBER 1.00 X 0 0 0 GAETON LORINO BOARD MEMBER 1.00 X 0 0 0 EDWARD CROWELL BOARD MEMBER 1.00 X 0 0 0 BARRIE HARMON III BOARD MEMBER 1.00 X 0 0 0 JANICE HAWKINS BOARD MEMBER 1.00 X 0 0 0 EMILY LOWDER WOOTEN BOARD MEMBER 1.00 X 0 0 0 THOMAS A BLOUNT BOARD MEMBER 1.00 X 0 0 0 PAUL FIELDS BOARD MEMBER 1.00 X 0 0 0 CARL STOCKTON BOARD MEMBER 1.00 X 0 0 0 CAROL BALLARD BOARD MEMBER 1.00 X 0 0 0 REVEREND JUDY QUICK BOARD MEMBER 1.00 X 0 0 0 TRACY A WILLIFORD BOARD MEMBER 1.00 X 0 0 0 TOBY ROTH BOARD MEMBER 1.00 X 0 0 0 LAURIE JEAN WEIL BOARD MEMBER 1.00 X 0 0 0 WESLEY BRITT BOARD MEMBER 1.00 X 0 0 0 MARK DIXON BOARD MEMBER 1.00 X 0 0 0 AL HEAD BOARD MEMBER 1.00 X 0 0 0 JEANIE HOLLOWAY BOARD MEMBER 1.00 X 0 0 0 RHON JONES BOARD MEMBER 1.00 X 0 0 0 BRO KRIFT BOARD MEMBER 1.00 X 0 0 0 PORCIA BRADFORD LOVE BOARD MEMBER 1.00 X 0 0 0 JODY MCINNES BOARD MEMBER 1.00 X 0 0 0 MAYOR STEVEN REED BOARD MEMBER 1.00 X 0 0 0 PATRICIA UHLMANN BOARD MEMBER 1.00 X 0 0 0 BOB VARDAMAN BOARD MEMBER 1.00 X 0 0 0 RICK DILDINE ARTISTIC DIRECTOR 40.00 X 144487 0 12781 TODD SCHMIDT EXECUTIVE DIRECTOR 40.00 X 169487 0 36898 EVE LOEB DEVELOPMENT DIRECTOR 40.00 X 112801 0 19407 426775 0 69086 3 0 1 0 0 334064 1943200 1944919 30310 4222183 TICKET SALES 711110 736054 736054 SCHOOLFEST INCOME 711110 285200 285200 EDUCATIONAL PROGRAMS 711110 79608 79608 ADVERTISING 541800 1840 1840 1102702 1900 1900 298 298 33395 0 33395 33395 33395 14925 0 14925 14925 14925 49456 15979 33477 33477 48109 70208 -22099 -22099 PRESERVATION FEE 711110 121515 121515 OTHER INCOME 900099 18971 18971 140486 5527267 1200278 1840 102966 354690 276509 49237 28944 2689857 2120303 336800 232754 321136 233276 71386 16474 251926 198577 31547 21802 105660 6907 98753 7247 7247 111412 86397 25015 342665 171730 161040 9895 103840 103840 687390 580234 85725 21431 154857 151985 2698 174 498 125 373 61244 61244 128350 89845 25670 12835 108191 86552 16229 5410 THEATER PRODUCTION EXPE 196587 196587 0 0 TAXES AND LICENSES 28739 0 28739 0 EDUCATIONAL EXPENSE 15676 15676 0 0 REPAIRS AND MAINTENANCE 14795 13980 543 272 9218 3691 5000 527 5693978 4336214 974984 382780 785288 838813 760951 1065342 2677087 2525462 195917 158438 202661 78410 3697846 2562307 1093678 1135539 5715582 5802004 341481 224001 368019 599909 56109 194832 765609 1018742 X 1755876 1868312 3194097 2914950 4949973 4783262 5715582 5802004 -166711 0 X X 0 1 X 1 0 X 5327376 4451799 8135987 4282194 4222183 26419539 32503675 3054260 3061917 2757948 1148972 42526772 37831051 7506059 11197904 7040142 5371155 68946311 836338 472284 225000 337590 475747 2346959 0 836338 472284 225000 337590 475747 2346959 66599352 60764 74727 82010 90779 35593 343873 60764 74727 82010 90779 35593 343873 -70357 -145384 -57359 -18934 35317 -256717 253316 706240 350812 357928 140486 1808782 38074774 8141642 11573367 7469915 5582551 70842249 0.94010 0.93540 0.00490 0.00490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11350468 1371455 887934 590847 70713 12948297 9811783 2198022 143237 736489 66085 11350468 10421810 92072 838840 1467065 73874 9811783 10686770 34043 1101033 1334036 66000 10421810 10618572 3468 780692 655227 60735 10686770 0.42110 0.57890 0 1 1 2615955 1724234 891721 1081891 838073 243818 1135539 X PART V, LINE 4: TO PROVIDE SUPPORT TO THE ALABAMA SHAKESPEARE FESTIVAL, INC. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE FESTIVAL'S TAX POSITIONS AND CONCLUDED THAT THE FESTIVAL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. SPECIAL EVENTS 39481 39481 10523 FEAST OF FLAVORS 9975 9975 5456 49456 49456 15979 15979 33477 X 0 0 0 0 0 0 0 0 0 RICK DILDINE ARTISTIC DIRECTOR 144487 0 0 0 0 0 0 0 12781 0 157268 0 0 0 TODD SCHMIDT EXECUTIVE DIRECTOR 144487 0 25000 0 0 0 24117 0 12781 0 206385 0 0 0 X 6 25185 TRADING VALUE X OTHER 8 5125 RETAIL VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 KAY BLOUNT AND THOMAS BLOUNT ARE BROTHER/SISTER. KAY BLOUNT IS THOMAS MILES'S MOTHER; ALL THREE ARE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER AND BOARD CHAIRMAN WILL REVIEW THE RETURN PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES SELF-DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. ANY CONFLICTS ARE SUBMITTED IN WRITING TO THE DEVELOPMENT DIRECTOR AND BOARD CHAIRMAN WHO REVIEW THE CONFLICTS AND APPLY THE APPLICABLE PROCEDURES IN ACCORDANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PRODUCING ARTISTIC DIRECTOR NEGOTIATES HIS CONTRACT WITH THE CHAIRMAN OF THE BOARD OF ASF. THE CHIEF OPERATING OFFICER NEGOTIATES HIS CONTRACT WITH THE PRODUCING ARTISTIC DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST ONE FESTIVAL DRIVE MONTGOMERY AL 36117 636183677 SUPPORT OF ALABAMA SHAKESPEARE FESTIVAL, INC. AL 501(C)(3) LINE 12D, III-O N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0