2020-08-17T10:23:57-05:00 2019-09-30 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2018-10-01 630652734 ALABAMA SHAKESPEARE FESTIVAL ALAB 3342715300 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 TODD SCHMIDT EXECUTIVE DIRECTOR 3342715300 2020-08-14 1 CHRISTINE K COOK P00537690 3348347660 2020-08-14 142.154.130.164 2020-08-14 15:53:05 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-11-06 18:47:13Z TODD SCHMIDT ONE FESTIVAL DRIVE MONTGOMERY AL 36117 7686956 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. 61 61 228 71 3600 1161 8135987 4282194 2896555 2613582 -77 7740 452621 511224 11485086 7414740 0 0 0 0 5102546 4702575 5068 9567 440326 2940481 2948377 8048095 7660519 3436991 -245779 6079605 5715582 883853 765609 5195752 4949973 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 5977713 3032750 ALABAMA SHAKESPEARE FESTIVAL OFFERED 13 PRODUCTIONS WITH OVER 369 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019. 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. 5977713 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 0 228 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 61 61 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X KONNIE D PACE 3342715325 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 MR GORDON G MARTIN VICE CHAIRMAN 5.00 X X 0 0 0 DR EUGENE STANALAND TREASURER 5.00 X X 0 0 0 MR ROBERT RUNKLE SECRETARY 5.00 X X 0 0 0 MR MARK P BUNTING BOARD MEMBER 1.00 X 0 0 0 MS CATHY CADELL BOARD MEMBER 1.00 X 0 0 0 MRS WINSTON WILSON REESE BOARD MEMBER 1.00 X 0 0 0 MR RICHARD STABLER BOARD MEMBER 1.00 X 0 0 0 MS SAMARRIA DUNSON BOARD MEMBER 1.00 X 0 0 0 MR TREY GRANGER BOARD MEMBER 1.00 X 0 0 0 MR MICHAEL GALVIN BOARD MEMBER 1.00 X 0 0 0 MAYOR TODD STRANGE BOARD MEMBER 1.00 X 0 0 0 MS KAY BLOUNT BOARD MEMBER 1.00 X 0 0 0 MR OWEN ARONOV BOARD MEMBER 1.00 X 0 0 0 MRS JO MOORE BOARD MEMBER 1.00 X 0 0 0 MRS LISA BLACH WEIL BOARD MEMBER 1.00 X 0 0 0 MR TOM MILES BOARD MEMBER 1.00 X 0 0 0 FATHER MANUEL WILLIAMS CR BOARD MEMBER 1.00 X 0 0 0 MRS SARAH ANN ROSS BOARD MEMBER 1.00 X 0 0 0 MRS JOSIE GORDEN BOARD MEMBER 1.00 X 0 0 0 DR TOMMIE STEWART BOARD MEMBER 1.00 X 0 0 0 MRS LISA TAYLOR BOARD MEMBER 1.00 X 0 0 0 MRS LESLIE SANDERS BOARD MEMBER 1.00 X 0 0 0 MRS KAM SIDHU BOARD MEMBER 1.00 X 0 0 0 MR ROGER SPAIN BOARD MEMBER 1.00 X 0 0 0 MR LINWOOD MCCLAIN BOARD MEMBER 1.00 X 0 0 0 MR CHUCK DILAURA BOARD MEMBER 1.00 X 0 0 0 MR GALEN J THACKSTON BOARD MEMBER 1.00 X 0 0 0 MR BILLY LIVINGS BOARD MEMBER 1.00 X 0 0 0 MRS PEGGY M MUSSAFER BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE VANZETTA MCPHERSON BOARD MEMBER 1.00 X 0 0 0 MR CLAY MCINNIS BOARD MEMBER 1.00 X 0 0 0 MR GENE C CRANE BOARD MEMBER 1.00 X 0 0 0 COMMISSIONER DANIEL HARRIS JR BOARD MEMBER 1.00 X 0 0 0 MR ROBERT R MCGHEE BOARD MEMBER 1.00 X 0 0 0 MRS LAURA M CLARK BOARD MEMBER 1.00 X 0 0 0 MRS LAURA DOCKERY BOARD MEMBER 1.00 X 0 0 0 MR JAMES K LOWDER BOARD MEMBER 1.00 X 0 0 0 MS CASSANDRA CROSBY BOARD MEMBER 1.00 X 0 0 0 MR ROBERT BIRMINGHAM BOARD MEMBER 1.00 X 0 0 0 MS SARAH BEATTY BUTLER BOARD MEMBER 1.00 X 0 0 0 MR ROBERT BURNS BOARD MEMBER 1.00 X 0 0 0 MRS JOAN B LOEB BOARD MEMBER 1.00 X 0 0 0 MR CARL BARKER BOARD MEMBER 1.00 X 0 0 0 MR WYATT RUSHTON HASKELL BOARD MEMBER 1.00 X 0 0 0 MR ALEXANDER H CAROTHERS III BOARD MEMBER 1.00 X 0 0 0 DR GAETON LORINO BOARD MEMBER 1.00 X 0 0 0 MR EDWARD CROWELL BOARD MEMBER 1.00 X 0 0 0 MR BRUCE CRAWFORD BOARD MEMBER 1.00 X 0 0 0 MR MARSHA COTTON BOARD MEMBER 1.00 X 0 0 0 MR BARRIE HARMON III BOARD MEMBER 1.00 X 0 0 0 MRS JANICE HAWKINS BOARD MEMBER 1.00 X 0 0 0 MR MICHAEL W HART BOARD MEMBER 1.00 X 0 0 0 MRS EMILY LOWDER WOOTEN BOARD MEMBER 1.00 X 0 0 0 MR THOMAS A BLOUNT BOARD MEMBER 1.00 X 0 0 0 MR PAUL FIELDS BOARD MEMBER 1.00 X 0 0 0 DR CARL STOCKTON BOARD MEMBER 1.00 X 0 0 0 MRS CAROL BALLARD BOARD MEMBER 1.00 X 0 0 0 REVEREND JUDY QUICK BOARD MEMBER 1.00 X 0 0 0 MRS TRACY A WILLIFORD BOARD MEMBER 1.00 X 0 0 0 MR TOBY ROTH BOARD MEMBER 1.00 X 0 0 0 DR LAURIE JEAN WEIL BOARD CHAIRMAN 15.00 X X 0 0 0 RICK DILDINE ARTISITC DIRECTOR 40.00 X 163352 0 5119 MR TODD SCHMIDT EXECUTIVE DIRECTOR 40.00 X 105111 0 29514 EVE LOEB DEVELOPMENT DIRECTOR 40.00 X 120769 0 13045 389232 0 47678 3 0 1 0 0 450200 626706 900362 2304926 267888 4282194 TICKET SALES 711110 2035338 2035338 SCHOOLFEST INCOME 711110 491610 491610 EDUCATIONAL PROGRAMS 711110 83034 83034 ADVERTISING 541800 3600 3600 2613582 135 135 198 198 90446 0 90446 90446 90446 7605 0 7605 7605 7605 186902 450200 209436 -22534 -22534 147966 62780 85186 85186 PRESERVATION FEE 711110 337582 337582 OTHER INCOME 900099 20346 20346 357928 7414740 3032750 3600 96196 293341 239121 34107 20113 3638589 2964716 419625 254248 451840 373463 63681 14696 318805 259759 36768 22278 135189 32894 102295 9567 9567 201435 142991 58444 487164 186439 285915 14810 119228 119228 888032 755461 106057 26514 197895 178740 18080 1075 24311 23491 820 82309 82309 123464 86425 24693 12346 104759 83807 15714 5238 THEATER PRODUCTION EXPE 297462 297462 0 0 REPAIRS AND MAINTENANCE 160679 159136 1030 513 TAXES AND LICENSES 51386 0 51386 0 EDUCATIONAL EXPENSE 40687 40687 0 0 34377 33893 484 7660519 5977713 1242480 440326 446418 785288 1253433 760951 2920376 2677087 195004 195917 247771 202661 3532727 2439049 1016603 1093678 6079605 5715582 410676 341481 444762 368019 28415 56109 883853 765609 X 1468598 1755876 3727154 3194097 5195752 4949973 6079605 5715582 -245779 0 X X 0 1 X 1 0 X 4564584 5327376 4451799 8135987 4282194 26761940 2968821 32503675 3054260 3061917 2757948 44346621 7533405 37831051 7506059 11197904 7040142 71108561 1013615 836338 472284 225000 337590 2884827 0 1013615 836338 472284 225000 337590 2884827 68223734 48801 60764 74727 82010 90779 357081 48801 60764 74727 82010 90779 357081 -164451 -70357 -145384 -57359 -18934 -456485 254154 253316 706240 350812 357928 1922450 7671909 38074774 8141642 11573367 7469915 72931607 0.93540 0.93750 0.00490 0.00400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9811783 2198022 143237 736489 66085 11350468 10421810 92072 838840 1467065 73874 9811783 10686770 34043 1101033 1334036 66000 10421810 10618572 3468 780692 655227 60735 10686770 12267530 7647 -503893 1087363 65349 10618572 0.75310 0.24690 0 1 1 2464831 1645010 819821 1067896 794039 273857 1093678 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. END O' SUMMER NIGHT'S DREAM GALA 623277 450200 173077 197863 SPECIAL EVENTS 13825 13825 11573 637102 450200 186902 209436 209436 -22534 X 0 0 0 0 0 0 0 0 0 RICK DILDINE ARTISITC DIRECTOR 148352 0 15000 0 0 0 0 0 5119 0 168471 0 0 0 X 13 128695 TRADING VALUE X OTHER 95 139456 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