2018-08-08T11:20:07-05:00 2017-09-30 631035228 Jackson Thornton & Co PC PO Box 96 Montgomery AL 36101 990 2016-10-01 630652734 Alabama Shakespeare Festival ALAB 3342715300 One Festival Drive Montgomery AL 36117 Laurie Weil Board Chairman 3342715300 2018-08-06 1 Marty A Lee P00187599 3348347660 2018-08-06 2016 2022-09-23 18:48:47Z Laurie Weil One Festival Drive Montgomery AL 36117 8325258 0 X www.asf.net X 1991 AL To stimulate, embrace and enlighten young and old throughout the region and nation by performing Shakespeare, classical and contemporary plays, serving as an educational resource and lifelong learning center and fostering the development of new work. 52 52 221 0 700 -1614 5327376 4451799 3292393 2859188 -58148 -49804 370455 751095 8932076 8012278 0 0 0 0 5000565 5246083 0 0 479488 2904166 3035911 7904731 8281994 1027345 -269716 3211260 2520177 1182783 761416 2028477 1758761 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 6535671 3143417 ALABAMA SHAKESPEARE FESTIVAL OFFERED 13 PRODUCTIONS WITH OVER 388 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30,2017. 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. 6535671 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 1 0 0 0 1 0 0 0 1 142 0 221 1 0 0 0 0 0 1 1 0 0 0 0 X 52 52 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X Rick Dildine 8643630594 One Festival Drive Montgomery AL 36117 DR LAURIE JEAN WEIL Board Chairman 1.00 X X 0 0 0 Mr Gordon G Martin Vice Chairman 1.00 X X 0 0 0 Dr Eugene Stanaland Treasurer 1.00 X X 0 0 0 Mr Robert Runkle Secretary 1.00 X X 0 0 0 Mr Owen Aronov board Member 1.00 X 0 0 0 MRS CAROL BALLARD board Member 1.00 X 0 0 0 Mrs SARA BEASLEY board Member 1.00 X 0 0 0 Ms Kay Blount Board Member 1.00 X 0 0 0 Ms Alexia Borden board Member 1.00 X 0 0 0 President Gwendolyn Boyd board Member 1.00 X 0 0 0 MS MARIA CAMPBELL board Member 1.00 X 0 0 0 MR ALEXANDER H CAROTHERS III board Member 1.00 X 0 0 0 MRS TONJA CARTER board Member 1.00 X 0 0 0 MRS LAURA M CLARK board Member 1.00 X 0 0 0 Mr Gene Crane board Member 1.00 X 0 0 0 Mr Bruce Crawford board Member 1.00 X 0 0 0 Mrs Edith Johnston Cook board Member 1.00 X 0 0 0 Mrs Laura Dockery board Member 1.00 X 0 0 0 Mrs Juliette Doster board Member 1.00 X 0 0 0 Mr Bruce J Downey III board Member 1.00 X 0 0 0 Mr Eric Duncan board Member 1.00 X 0 0 0 Mr C Lee Ellis board Member 1.00 X 0 0 0 Mr Paul Fields board member 1.00 X 0 0 0 Mr Barrie Harmon III board Member 1.00 X 0 0 0 Commissioner Daniel Harris Jr board Member 1.00 X 0 0 0 Mr Michael W Hart board Member 1.00 X 0 0 0 Mr Wyatt Rushton Haskell board Member 1.00 X 0 0 0 Mrs Janice Hawkins board Member 1.00 X 0 0 0 Mr Bucky Henson board Member 1.00 X 0 0 0 Mr John Hornsby board Member 1.00 X 0 0 0 Mrs Rebecca L Hunter board Member 1.00 X 0 0 0 Mrs Joan B Loeb board Member 1.00 X 0 0 0 Dr Gaeton Lorino board Member 1.00 X 0 0 0 Mr James K Lowder board Member 1.00 X 0 0 0 Mr Peter L Lowe Sr board Member 1.00 X 0 0 0 Mr Robert R McGhee board Member 1.00 X 0 0 0 Mr Jody McInnes board Member 1.00 X 0 0 0 MR Clay McInnis Board member 1.00 X 0 0 0 MR TOM MILES Board Member 1.00 X 0 0 0 MR DANIEL MIMS Board Member 1.00 X 0 0 0 MRS JO MOORE Board Member 1.00 X 0 0 0 Mr Richard E NEAL Board member 1.00 X 0 0 0 Mr Barry Prim Board member 1.00 X 0 0 0 REVEREND JUDY QUICK board member 1.00 X 0 0 0 Mr Toby Roth board member 1.00 X 0 0 0 Reverend Kyle Searcy board member 1.00 X 0 0 0 Dr Carl Stockton board member 1.00 X 0 0 0 Mayor Todd Strange Board Member 1.00 X 0 0 0 Mr Galen J THACKSTON Board member 1.00 X 0 0 0 Mrs TRACY A WILLIFORD board member 1.00 X 0 0 0 Mrs Emily Lowder Wooten board member 1.00 X 0 0 0 Mr Lee YI board Member 1.00 X 0 0 0 Michael Vigilant Chief Operating Officer 40.00 X 128173 0 14767 Geoffrey Sherman Outgoing Artistic Director 40.00 X 186900 0 14767 RICK DILDINE INCOMING ARTISTIC DIRECTOR 40.00 X 0 0 0 Eve Loeb Development Director 40.00 X 119001 0 6161 434074 0 35695 3 0 1 0 0 355165 847342 526756 2722536 120957 4451799 ticket sales 711110 2281386 2281386 schoolfest income 711110 488893 488893 Educational programs 711110 88209 88209 ADVERTISING 541800 700 700 2859188 89 89 1000 1000 73638 0 73638 73638 73638 49893 -49893 -49893 -49893 37582 355165 183666 -146084 -146084 195722 79421 116301 116301 other income 900099 537612 537612 preservation fee 711110 168628 168628 706240 8012278 3143417 700 416362 344427 284833 37661 21933 3859296 3201464 405161 252671 680408 542717 111874 25817 361952 300255 37982 23715 115532 115532 56094 22105 7475 26514 323005 259158 63847 469907 184885 269854 15168 175622 175622 777610 662235 92300 23075 156211 155008 1203 814 100 714 73669 73669 96934 67854 19387 9693 105419 84335 15813 5271 UNRELATED BUSINESS INCO 513 513 Theater Production expe 437969 437969 educational expense 97805 97805 taxes and licenses 75778 75778 73029 59326 1919 11784 8281994 6535671 1266835 479488 332140 155767 1480615 1135857 169544 187332 372021 274225 3911375 3144379 856940 766996 3211260 2520177 297871 311857 503113 405415 300000 0 81799 44144 1182783 761416 X 443247 503597 1585230 1255164 2028477 1758761 3211260 2520177 -269716 0 X X 0 1 X 1 0 X 4026283 4766747 4564584 5327376 4451799 23136789 2341609 2601665 2968821 32503675 3054260 43470030 6367892 7368412 7533405 37831051 7506059 66606819 731885 653801 1013615 836338 472284 3707923 0 731885 653801 1013615 836338 472284 3707923 62898896 30177 25251 48801 60764 74727 239720 30177 25251 48801 60764 74727 239720 -138227 -267945 -164451 -70357 -145384 -786364 213771 199587 254154 253316 706240 1627068 6473613 7325305 7671909 38074774 8141642 67687243 0.92930 0.93620 0.00350 0.00290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10686770 34043 1101033 1334036 66000 10421810 10618572 3468 780692 655227 60735 10686770 12267530 7647 -503893 1087363 65349 10618572 12204491 3476 1138919 1021486 57870 12267530 11617921 175242 1042700 574177 57195 12204491 0.38500 0.59450 0.02050 0 1 1 2237742 1644569 593173 1673633 1499810 173823 766996 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. STARS IN THE PARK 101000 96620 4380 10755 Concert - Benefit the Bard 270785 258545 12240 155072 2 20962 20962 17839 392747 355165 37582 183666 183666 -146084 X 0 0 0 0 0 0 0 0 0 Geoffrey Sherman Outgoing Artistic Director 186900 0 0 0 0 0 0 0 14767 0 201667 0 0 0 X 11 102801 FMV X other 22 18156 RETAIL VALUE 0 0 0 Form 990, Part VI, Section A, line 2 Mrs. Thomas (Kay) Blount is Thomas Miles's mother; both 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 12c, III-FI N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0