NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION (EIN 58-1791724)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-06-30
- IRS object ID
- 202021829349300447
- Schema version
- 2018v3.1
- 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 | 2020-06-30T12:44:35-05:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581791724 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA PERFORMING ARTS CENTER AT | BusinessNameLine1Txt |
| Business Name Line2 | CHARLOTTE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 7043791242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM GABBARD | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 7043791242 | PhoneNum |
| Signature | 2020-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY BIBBY | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2020-06-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.47.28.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-16 | IPDt |
| IP Tm | 07:32:19 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 48FB394F9AA065459641371F168D9F2AFFFBB473 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TOM GABBARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,913,429 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BLUMENTHALARTS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III LINE 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 588 | TotalEmployeeCnt |
| Total Volunteers | 497 | TotalVolunteersCnt |
| Total Gross UBI | $268,806 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $35,021 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,995,486 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,565,432 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,786,204 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,509,044 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,057 | PYInvestmentIncomeAmt |
| CY Investment Income | $57,385 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,830,572 | PYOtherRevenueAmt |
| CY Other Revenue | $3,137,012 | CYOtherRevenueAmt |
| PY Total Revenue | $40,621,319 | PYTotalRevenueAmt |
| CY Total Revenue | $43,268,873 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $70,800 | 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 | $7,525,671 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,309,883 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $852,037 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,190,401 | PYOtherExpensesAmt |
| CY Other Expenses | $35,903,802 | CYOtherExpensesAmt |
| PY Total Expenses | $36,786,872 | PYTotalExpensesAmt |
| CY Total Expenses | $43,213,685 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,834,447 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $55,188 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,434,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,417,578 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,461,073 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,645,345 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,973,494 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,772,233 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PRESENT THE BEST IN THE PERFORMING ARTS AND, IN PARTNERSHIP WITH OTHERS, SHARE AND EMPLOY THE ARTS AS A MAJOR CATALYST TO STRENGTHEN EDUCATION, BUILD COMMUNITY COHESIVENESS, AND ADVANCE ECONOMIC GROWTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $41,459,421 | ExpenseAmt |
| Revenue | $37,996,085 | RevenueAmt |
| Desc | SEE SCHEDULE OBLUMENTHAL PRESENTED 467 DIVERSE PERFORMANCES OF MUSIC, MUSICAL THEATER, PLAYS, DANCE, COMEDY AND ORIGINAL WORKS ON SIX STAGES STRETCHED ACROSS FIVE BLOCKS IN UPTOWN CHARLOTTE THIS YEAR. EDUCATION, OUTREACH AND ACCESS PROGRAMS FOR YOUTH, FAMILIES, AND ADULTS WERE OFTEN UNDERWAY SEVERAL TIMES A WEEK. IN TOTAL LAST YEAR, BLUMENTHAL PERFORMING ARTS HOSTED OVER 800 PERFORMANCES, CLASSES, EVENTS AND ACTIVITIES ON ITS THREE CAMPUSES IN UPTOWN CHARLOTTE.BLUMENTHAL PERFORMING ARTS MISSION IS TO PRESENT THE BEST IN THE PERFORMING ARTS AND, IN PARTNERSHIP WITH OTHERS, SHARE AND EMPLOY THE ARTS AS A MAJOR CATALYST TO STRENGTHEN EDUCATION, BUILD COMMUNITY COHESIVENESS AND ADVANCE ECONOMIC GROWTH. THIS IS ACCOMPLISHED THROUGH A VARIETY OF EDUCATIONAL PROGRAMS SUCH AS THE BLUMEY AWARDS, WHICH CELEBRATES EXCELLENCE IN HIGH SCHOOL MUSICAL THEATER, AND THROUGH THE JUNIOR THEATER PROGRAM FOR ELEMENTARY AND MIDDLE SCHOOL STUDENTS, WHICH USES MUSICAL THEATER TO FOSTER CREATIVITY, PROBLEM SOLVING, TEAMWORK, CONFIDENCE, SPEAKING ABILITY, AND A STRONGER AFFINITY FOR SCHOOL. OPEN MIC NIGHTS, THE CHARLOTTE JAZZ FESTIVAL, SOUNDS ON THE SQUARE AND OTHER FREE OPPORTUNITIES BUILD COMMUNITY AROUND FAMILY PARTICIPATION IN THE PERFORMING ARTS. 2019 MARKED THE RETURN OF CHARLOTTE SHOUT, A WEEKLONG, COMMUNITY-WIDE FESTIVAL THAT OFFERED BOTH FREE AND TICKETED EVENTS SHOWCASING PERFORMING ARTS, VISUAL ARTS, FOOD AND BEVERAGE OFFERINGS, AND INNOVATIVE PRESENTATIONS. A SIGNATURE PROGRAM, ARTS FOR ALL, LEVERAGES COMMUNITY DONATIONS TO PROVIDE TICKETS TO THE HOTTEST SHOWS FOR STUDENTS AND FAMILIES WHO OTHERWISE WOULD BE SHUT OUT FROM PERFORMANCES LIKE DISNEY'S ALADDIN. OVER 3,100 TICKETS WERE PURCHASED FOR STUDENTS AND FAMILIES THIS YEAR THROUGH ARTS FOR ALL INITIATIVES.THE PROGRAMMING THAT BLUMENTHAL PRESENTS HAS BECOME AN ECONOMIC POWERHOUSE, AS WELL, AND INFUSED MORE THAN $58.3 MILLION INTO OUR AREA ECONOMY THIS PAST YEAR. BLUMENTHAL PERFORMING ARTS REACHED MORE THAN 300,000 INDIVIDUALS LAST YEAR ALONE AND HAS ALTERED THE CULTURE, ECONOMY, AND LANDSCAPE OF THE CHARLOTTE REGION IN WAYS THAT ENRICH ALL ITS CITIZENS. | Desc |
| Total Program Service Expenses | $41,459,421 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | 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 | 353 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 588 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE BRACE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043791242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 NORTH TYRON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JEFFREY HAY | ||||||||
| BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KRISTIN HILLS BRADBERRY | ||||||||
| COMMITTEE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW SALISBURY | ||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARBARA MEEKS | ||||||||
| COMMITTEE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT CHESNEY | ||||||||
| COMMITTEE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SCOTT TOZIER | ||||||||
| COMMITTEE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| REGINALD BEAN | ||||||||
| COMMITTEE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RENEE HOBART | ||||||||
| COMMITTEE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN WHITE | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD BATTLE | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN CROMWELL | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLIE ELBERSON | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN FELT | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE LEE | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ANJALI SHAH | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL SHARPS MYERS | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BOBBY DRAKEFORD | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE RAFTELIS | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIN LAVELY FISHER | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DENA DIORIO | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE EISELT | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN GIANNUZZI | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PORTIA MACKINNON | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| COURTNEY ROGERS | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSANNE MCGUIRE | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM GABBARD | ||||||||
| PRESIDENT | 60.00 | $606,816 | $0 | $154,546 | Yes (X) | |||
| WILLIAM DANTOS | ||||||||
| VP OF THEATER OPERATIONS | 60.00 | $163,193 | $0 | $43,484 | Yes (X) | |||
| STEVE BRACE | ||||||||
| VP OF ADMIN/CFO | 60.00 | $207,533 | $0 | $50,195 | Yes (X) | |||
| WENDY OGLESBY | ||||||||
| VP OF MARKETING & COMM. | 50.00 | $165,215 | $0 | $43,261 | Yes (X) | |||
| ELIZABETH LAW | ||||||||
| VP OF DEVELOPMENT | 50.00 | $132,907 | $0 | $25,372 | Yes (X) | |||
| RALPH BECK | ||||||||
| DIRECTOR OF EDUCATION | 50.00 | $115,196 | $0 | $11,927 | Yes (X) | |||
| HARRY CAMPBELL | ||||||||
| DIRECTOR OF IT | 50.00 | $103,063 | $0 | $11,442 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,493,923 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $340,227 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PHILIP TOUR LLC | |||||
| 1501 BROADWAY 24TH STREET | NEW YORK | NY | 10036 | BROADWAY SHOW | $7,083,517 |
| BUENA VISTA THEATRICAL GROUP LTD | |||||
| 214 WEST 42ND STREET | NEW YORK | NY | 10036 | BROADWAY SHOW | $3,699,834 |
| PHANTOM TOURING LLC | |||||
| 7135 MINS SUITE 105 | COLUMBIA | MD | 21045 | BROADWAY SHOW | $1,555,122 |
| JUMAMOSI TOUR LIMITED PARTNERSHIP | |||||
| 1501 BROADWAY SUITE 1614 | NEW YORK | NY | 10036 | BROADWAY SHOW | $860,943 |
| WAITRESS TOUR LLC | |||||
| 165 W 46TH ST SUITE 1202 | NEW YORK | NY | 10036 | BROADWAY SHOW | $739,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $150,000 | FederatedCampaignsAmt |
| Government Grants | $914,526 | GovernmentGrantsAmt |
| All Other Contributions | $2,500,906 | AllOtherContributionsAmt |
| Noncash Contributions | $130,334 | NoncashContributionsAmt |
| Total Contributions | $3,565,432 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| THEATRE EVENTS | 711110 | $35,586,634 | $35,317,828 | $268,806 |
| EVENT PARKING | 711110 | $798,564 | $798,564 | |
| EVENT FOOD AND BEVERAG | 711110 | $123,846 | $123,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,509,044 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,385 | TotalRevenueColumnAmt |
| Exclusion | $57,385 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,221,968 | RealAmt |
| Personal | $138,687 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,221,968 | RealAmt |
| Personal | $138,687 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,360,655 | TotalRevenueColumnAmt |
| Exclusion | $1,360,655 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,131,597 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $644,556 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,487,041 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,487,041 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 711110 | BusinessCd |
| Total Revenue Column | $289,316 | TotalRevenueColumnAmt |
| Exclusion | $289,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $289,316 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,268,873 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,727,279 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $268,806 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,707,356 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,688,937 | TotalAmt |
| Program Services | $1,168,728 | ProgramServicesAmt |
| Management And General | $284,200 | ManagementAndGeneralAmt |
| Fundraising | $236,009 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,501,324 | TotalAmt |
| Program Services | $4,212,240 | ProgramServicesAmt |
| Management And General | $58,684 | ManagementAndGeneralAmt |
| Fundraising | $230,400 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,975 | TotalAmt |
| Program Services | $127,332 | ProgramServicesAmt |
| Management And General | $1,820 | ManagementAndGeneralAmt |
| Fundraising | $6,823 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,076 | TotalAmt |
| Program Services | $628,656 | ProgramServicesAmt |
| Management And General | $20,930 | ManagementAndGeneralAmt |
| Fundraising | $17,490 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,571 | TotalAmt |
| Program Services | $296,157 | ProgramServicesAmt |
| Management And General | $4,159 | ManagementAndGeneralAmt |
| Fundraising | $16,255 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,526 | TotalAmt |
| Program Services | $44,101 | ProgramServicesAmt |
| Management And General | $6,425 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,988 | TotalAmt |
| Program Services | $9,321 | ProgramServicesAmt |
| Management And General | $1,667 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,000 | TotalAmt |
| Program Services | $35,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,275 | TotalAmt |
| Management And General | $55,275 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,358,274 | TotalAmt |
| Program Services | $1,356,624 | ProgramServicesAmt |
| Fundraising | $1,650 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,229,604 | TotalAmt |
| Program Services | $2,191,037 | ProgramServicesAmt |
| Fundraising | $38,567 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,023 | TotalAmt |
| Program Services | $841,638 | ProgramServicesAmt |
| Management And General | $49,867 | ManagementAndGeneralAmt |
| Fundraising | $32,518 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $911,331 | TotalAmt |
| Program Services | $911,331 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,345 | TotalAmt |
| Program Services | $517,345 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,682 | TotalAmt |
| Program Services | $621,332 | ProgramServicesAmt |
| Management And General | $78,317 | ManagementAndGeneralAmt |
| Fundraising | $49,033 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,802 | TotalAmt |
| Program Services | $24,054 | ProgramServicesAmt |
| Management And General | $2,763 | ManagementAndGeneralAmt |
| Fundraising | $985 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,677 | TotalAmt |
| Program Services | $692,677 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,771 | TotalAmt |
| Program Services | $182,771 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION COSTS | $26,339,582 | $26,339,582 | ||
| MISCELLANEOUS | $1,148,988 | $880,690 | $159,620 | $108,678 |
| EQUIPMENT/BUILDING PURC | $363,956 | $363,956 | ||
| SHOW INVESTMENT LOSSES | $125,000 | $125,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,978 | TotalAmt |
| Program Services | $14,849 | ProgramServicesAmt |
| Management And General | $53,500 | ManagementAndGeneralAmt |
| Fundraising | $113,629 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,213,685 | TotalAmt |
| Program Services | $41,459,421 | ProgramServicesAmt |
| Management And General | $902,227 | ManagementAndGeneralAmt |
| Fundraising | $852,037 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,660 | BOYAmt |
| EOY | $14,660 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,228,901 | BOYAmt |
| EOY | $12,834,121 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,688 | BOYAmt |
| EOY | $262,530 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,116,257 | BOYAmt |
| EOY | $4,646,465 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,170 | BOYAmt |
| EOY | $67,621 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $965,531 | BOYAmt |
| EOY | $968,232 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,943,483 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,105,110 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,925,965 | BOYAmt |
| EOY | $2,838,373 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,101,972 | BOYAmt |
| EOY | $13,120,162 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,390,423 | BOYAmt |
| EOY | $15,665,414 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,434,567 | BOYAmt |
| EOY | $50,417,578 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,900,153 | BOYAmt |
| EOY | $2,175,104 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,177,218 | BOYAmt |
| EOY | $13,911,367 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,702 | BOYAmt |
| EOY | $558,874 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,461,073 | BOYAmt |
| EOY | $16,645,345 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,816,288 | BOYAmt |
| EOY | $5,977,525 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,552,004 | BOYAmt |
| EOY | $14,189,506 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,605,202 | BOYAmt |
| EOY | $13,605,202 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,973,494 | BOYAmt |
| EOY | $33,772,233 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,434,567 | BOYAmt |
| EOY | $50,417,578 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $55,188 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | -$1,183,514 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$72,934 | 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 | $3,232,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,824,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,411,306 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,995,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,565,432 | CurrentTaxYearAmt |
| Total | $21,029,676 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,543,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,004,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,037,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,714,468 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,996,085 | CurrentTaxYearAmt |
| Total | $144,295,476 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,410,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,410,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,410,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,847,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,847,250 | CurrentTaxYearAmt |
| Total | $7,925,250 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,186,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,239,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,858,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,557,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,408,767 | CurrentTaxYearAmt |
| Total | $173,250,402 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,825 | CurrentTaxYearAmt |
| Total | $701,926 | 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 | $101,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,825 | CurrentTaxYearAmt |
| Total | $701,926 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $172,548,476 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $155,694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,385 | CurrentTaxYearAmt |
| Total | $309,918 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $155,694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,385 | CurrentTaxYearAmt |
| Total | $309,918 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,595 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,528 | CurrentTaxYearMinus1YearAmt |
| Total | $267,352 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $146,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $169,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $206,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $212,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $289,316 | CurrentTaxYearAmt |
| Total | $1,024,433 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,571,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,557,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,151,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,815,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,755,468 | CurrentTaxYearAmt |
| Total | $174,852,105 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98680 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98010 | PublicSupportPY509Pct |
| Investment Income CY | 0.00180 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00900 | 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 | $22,555,676 | BeginningYearBalanceAmt |
| Contributions | $42,024 | ContributionsAmt |
| Investment Earnings Or Losses | -$48,352 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $81,528 | OtherExpendituresAmt |
| End Year Balance | $22,467,820 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,857,745 | BeginningYearBalanceAmt |
| Contributions | $47,900 | ContributionsAmt |
| Investment Earnings Or Losses | $1,721,886 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $71,855 | OtherExpendituresAmt |
| End Year Balance | $22,555,676 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,553,528 | BeginningYearBalanceAmt |
| Contributions | $189,758 | ContributionsAmt |
| Investment Earnings Or Losses | $2,071,909 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $957,450 | OtherExpendituresAmt |
| End Year Balance | $20,857,745 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,446,698 | BeginningYearBalanceAmt |
| Contributions | $160,121 | ContributionsAmt |
| Investment Earnings Or Losses | $1,206,709 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $260,000 | OtherExpendituresAmt |
| End Year Balance | $19,553,528 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,544,954 | BeginningYearBalanceAmt |
| Contributions | $445,432 | ContributionsAmt |
| Investment Earnings Or Losses | -$848,688 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $695,000 | OtherExpendituresAmt |
| End Year Balance | $18,446,698 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.60550 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39450 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,392,694 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,837,138 | DepreciationAmt |
| Book Value | $1,555,556 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,516,944 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,267,972 | DepreciationAmt |
| Book Value | $1,248,972 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,845 | OtherCostOrOtherBasisAmt |
| Book Value | $33,845 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,838,373 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS IN PERFORMANCES | $920,597 |
| NONQUALIFIED DEFERRED COMPENSATION PLAN ASSETS | $558,874 |
| PRESENT VALUE OF FUTURE LEASE CONTRIBUTIONS | $4,599,227 |
| BENEFICIAL INTEREST IN ASSETS HELD IN TRUST | $9,347,658 |
| PLEDGE RECEIVABLE LONG TERM | $239,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,665,414 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONQUALIFIED DEFERRED COMPENSATION PLAN LIABILITIES | Desc |
| Amt | $558,874 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $558,874 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,528,813 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $663,736 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $596,204 | OtherRevenueAmt |
| Revenue Not Reported | $1,259,940 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,268,873 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $43,268,873 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $45,730,074 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,847,250 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $669,138 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,516,388 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,213,686 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,213,686 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENTS HAVE BEEN ESTABLISHED TO SUPPORT SCHOLARSHIPS, FACILITY RENOVATIONS AND THE OPERATIONS OF THE ORGANIZATION AND ITS FACILITIES. |
| PART X, LINE 2: | IN THE UNITED STATES TREASURY DEPARTMENT DETERMINATION LETTER DATED OCTOBER 15, 1992, BPA WAS DETERMINED TO BE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE ARE NO INCOME TAXES PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. BPA HAS ACCRUED $20,000 IN ESTIMATED FEDERAL AND STATE TAXES FOR UNRELATED BUSINESS INCOME FOR THE YEARS ENDED AUGUST 31, 2019 AND 2018, RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NET WITH REVENUE 644,556. CHANGE IN BENEFICIAL INTEREST OF ASSETS -48,352. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NET WITH REVENUE 644,556. CHANGE IN BENEFICIAL INTEREST OF ASSETS -55,275. NET ASSETS RELEASED FROM RESTRICTIONS 79,857. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOM GABBARD | ||||||||||||||
| PRESIDENT | $519,300 | $0 | $87,516 | $0 | $0 | $0 | $139,461 | $0 | $15,085 | $0 | $761,362 | $0 | $0 | $0 |
| WILLIAM DANTOS | ||||||||||||||
| VP OF THEATER OPERATIONS | $146,996 | $0 | $16,197 | $0 | $0 | $0 | $36,183 | $0 | $7,301 | $0 | $206,677 | $0 | $0 | $0 |
| STEVE BRACE | ||||||||||||||
| VP OF ADMIN/CFO | $188,203 | $0 | $19,330 | $0 | $0 | $0 | $43,405 | $0 | $6,790 | $0 | $257,728 | $0 | $0 | $0 |
| WENDY OGLESBY | ||||||||||||||
| VP OF MARKETING & COMM. | $152,969 | $0 | $12,246 | $0 | $0 | $0 | $36,517 | $0 | $6,744 | $0 | $208,476 | $0 | $0 | $0 |
| ELIZABETH LAW | ||||||||||||||
| VP OF DEVELOPMENT | $121,907 | $0 | $11,000 | $0 | $0 | $0 | $18,753 | $0 | $6,619 | $0 | $158,279 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | TOM GABBARD, STEVE BRACE, BILL DANTOS, WENDY OGLESBY AND ELIZABETH LAW PARTICIPATE IN A SUPPLEMENTAL DEFINED CONTRIBUTION PLAN. NO CONTRIBUTIONS WERE MADE FOR THE YEAR ENDED AUGEST 31, 2019. |
| PART I, LINE 5 | THE PRESIDENT/CEO'S BONUS COMPENSATION IS BASED ON REVENUES AND NET EARNINGS. |
| PART I, LINE 7 | STAFF BONUSES ARE AWARDED ON MERIT. THE BONUS POOL IS ESTABLISHED BY THE BOARD OF TRUSTEES I.E. $100K. FROM THIS, TWO POOLS ARE CREATED, A BASE POOL (80%) AND A RESERVE POOL (20%). THE BASE POOL IS THEN DIVIDED BY DEPARTMENT TO DETERMINE A BASE BONUS POOL FOR EACH DEPARTMENT. THE DEPARTMENT HEAD THEN EVALUATES HIS/HER STAFF AND RECOMMENDS A BONUS FOR EACH PERSON. IF THE DEPARTMENT HEAD FEELS THAT HIS/HER STAFF MEMBER IS DESERVING OF A BONUS THAT EXCEEDS THE DEPARTMENTAL BONUS POOL, THEN A REQUEST FOR ADDITIONAL BONUS FUNDS FROM THE RESERVE POOL ARE REQUESTED. THE PRESIDENT SUBMITS THE REQUEST FOR ALL MEMBERS OF THE SENIOR STAFF CONSISTING OF ALL VP/OFFICERS. THE BASE POOL IS ESTABLISHED ON THE SAME BASIS AS THE DEPARTMENTAL POOLS. THE DEPARTMENT HEAD SUBMITS ALL BONUS REQUEST TO THE PRESIDENT FOR APPROVAL. THE PRESIDENT HAS THE DISCRETION TO APPROVE, REJECT OR MODIFY ALL BONUSES. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD @ CATER | 4 | $66,715 | FMV |
| Yes (X) | EVENT HOSTING | 7 | $57,297 | FMV |
| Yes (X) | SERVICES | 1 | $6,322 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED TO MANAGEMENT FOR REVIEW. NEXT, THE FORM 990 IS SUBMITTED TO THE FINANCE & AUDIT COMMITTEE FOR REVIEW AND APPROVAL. LASTLY, THE FORM 990 IS SUBMITTED TO THE EXECUTIVE COMMITTEE FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SIGNED CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE. IN THE EVENT OF A POTENTIAL CONFLICT, THE GOVERNANCE COMMITTEE WILL BE RESPONSIBLE FOR MANAGING THE SITUATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY THREE YEARS, A STUDY IS PERFORMED BY AN ADVISORY FIRM (E.G. WILLIS TOWERS WATSON). THIS STUDY IS REVIEWED BY THE COMPENSATION COMMITTEE. IN ADDITION, AMS PACC SALARY SURVEY IS REVIEWED BY MANAGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 18 | RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT THE ORGANIZATION'S WEBSITE AND WWW.GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE POSTED ON THEIR WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST OF ASSETS 6,923. NET ASSETS RELEASED FROM RESTRICTIONS -79,857. |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |