2018-04-08T22:07:32-05:00 2017-08-31 202153727 SB & Company LLC 200 International Circle Suite 5500 Hunt Valley MD 21030 990 2016-09-01 526073157 Ford's Theatre Society FORD 2026382941 514 Tenth Street NW Washington DC 20004 Paul Tetreault Director 2026382941 2018-04-08 1 Christopher Lehman P02033500 4105840060 2018-04-02 71.121.195.246 2018-04-08 21:58:21 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C1285A5BF8FAD2B3DC1AFB143D3A055C0158201C 2016 2021-01-29 14:40:06Z Paul Tetreault 514 Tenth Street NW Washington DC 20004 16460634 0 X www.fordstheatre.org X 1967 DC To celebrate the legacy of President Abraham Lincoln and explore the American experience through theatre and education. 51 51 276 933 0 0 5876086 7427005 4636548 7450769 1529577 516504 370444 450889 12412655 15845167 0 0 0 0 6916417 8685319 0 0 757240 5585542 6802742 12501959 15488061 -89304 357106 50083585 50752489 2216512 1741213 47867073 49011276 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, D.C., to explore and celebrate Lincoln's ideals and leadership principles: courage, integrity, tolerance, equality and creative expression. 0 0 12764841 7450769 Productions - Each year, over 650,000 patrons visit Ford's Theatre.During FY 2017 FTS mainstage productions were Come From Away, A Christmas Carol, Who's Afraid of Virginia Woolf?, and Ragtime. These shows entertained more than 112,000 local, national, and international patrons. The One Destiny performances and McDevitt Tours engage over 49,500 patrons interested in learning of the tragic event that occurred April 14, 1865, at Ford's Theatre and tracing the steps surrounding the investigation of Lincoln's assassination. 12764841 1 1 0 1 0 0 0 1 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 1 0 0 0 0 1 0 0 0 0 1 120 0 1 276 1 0 0 0 0 0 1 1 0 0 0 0 X 51 51 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 VT WA WI WV WY X X X The Organization 2026382941 514 Tenth Street NW Washington DC 20004 Eric A Spiegel Chairman 20.00 X X 0 0 0 Phebe N Novakovic Vice Chairman 5.00 X X 0 0 0 James W Dyer Treasurer 5.00 X X 0 0 0 Abigail P Blunt Secretary 5.00 X X 0 0 0 Rima Al-Sabah Trustee 5.00 X 0 0 0 Tina Alster MD Trustee 5.00 X 0 0 0 Brian C Anderson Trustee 5.00 X 0 0 0 Lisa Arpey Trustee 5.00 X 0 0 0 Paul L Berry Trustee 5.00 X 0 0 0 Susan J Blumenthal MD Trustee 5.00 X 0 0 0 Ian Cameron Trustee 5.00 X 0 0 0 Kasey Crowley Trustee 5.00 X 0 0 0 Hon John D Dingell Jr Trustee 5.00 X 0 0 0 Gloria Story Dittus Trustee 5.00 X 0 0 0 Lawrence Duncan III Trustee 5.00 X 0 0 0 David Fogg Trustee 5.00 X 0 0 0 Samara Foxx Trustee 5.00 X 0 0 0 Karyn M Frist Trustee 5.00 X 0 0 0 Susan Hess Trustee 5.00 X 0 0 0 Hon Sven Erik Holmes Trustee 5.00 X 0 0 0 Ghada Irani Trustee 5.00 X 0 0 0 Frank F Islam Trustee 5.00 X 0 0 0 Norman Jemal Trustee 5.00 X 0 0 0 Elizabeth Baker Keffer Trustee 5.00 X 0 0 0 Lauren Kennedy Trustee 5.00 X 0 0 0 Albert Baker Knoll Trustee 5.00 X 0 0 0 Kent Knutson Trustee 5.00 X 0 0 0 David H Long Trustee 5.00 X 0 0 0 Marlene Malek Trustee 5.00 X 0 0 0 Judy McCarthy Trustee 5.00 X 0 0 0 Hon Joseph McDade Trustee 5.00 X 0 0 0 Waldo G McMillan Jr Trustee 5.00 X 0 0 0 Hon William F McSweeny Trustee 5.00 X 0 0 0 Richard A Mullen Trustee 5.00 X 0 0 0 Vincent Orange Trustee 5.00 X 0 0 0 Ronald O Perelman Trustee 5.00 X 0 0 0 Heather Podesta Trustee 5.00 X 0 0 0 Landra Reid Trustee 5.00 X 0 0 0 Vicki Risch Trustee 5.00 X 0 0 0 Cynthia Rogers Trustee 5.00 X 0 0 0 Elizabeth Roskam Trustee 5.00 X 0 0 0 Shannon Estrin Rosoff Trustee 5.00 X 0 0 0 Hon Frederick J Ryan Jr Trustee 5.00 X 0 0 0 Charles Segars Trustee 5.00 X 0 0 0 Albert H Small Trustee 5.00 X 0 0 0 Betty Ann Tanner Trustee 5.00 X 0 0 0 Louise Taper Trustee 5.00 X 0 0 0 Jill Cooper Udall Trustee 5.00 X 0 0 0 Maurice A Watson Trustee 5.00 X 0 0 0 Iris Weinshall Trustee 5.00 X 0 0 0 Cathy Merrill Williams Trustee 5.00 X 0 0 0 Paul Tetreault Director 40.00 X 405032 0 35569 Kristin Fox-Siegmund Deputy Director and Director of Programming 40.00 X 151429 0 15592 Liza Lorenz Director of Communicatons and Digital Strategy 40.00 X 116482 0 18328 Douglas Wilson Director of Finance and Administration 40.00 X 141110 0 15009 Betsy O'Brien Anderson Director of Development 40.00 X 134463 0 24375 948516 0 108873 5 0 1 0 WP Company LLC PO Box 17641 Baltimore MD 21297 Advertising 288400 TSA Inc PO Box 153 Newington VA 22122 Scenery Construction 286800 Tessitura Network PO Box 203410 Dallas TX 75230 Customer relations software/consulting 206056 Music Theatre International 421 West 54th Street New York NY 10019 Theatrical Licensing 189272 Red Coats Inc PO Box 79579 Baltimore MD 21279 Janitorial Services 144811 9 1514000 837644 5075361 7427005 Production Revenue 711110 6096364 6096364 Tour Admission Fees 711110 1140367 1140367 Restoration Fees 711110 214038 214038 7450769 461521 461521 35137 35137 158395 103412 54983 54983 54983 93500 1514000 512055 -418555 -418555 Concession Income 722310 228157 228157 606150 606150 834307 15845167 7450769 0 967393 440601 363131 55928 21542 6264400 5094179 660030 510191 570196 452517 117679 869832 681566 120203 68063 540290 450199 50489 39602 52282 52282 37500 37500 20617 20617 310511 164180 74979 71352 713036 713036 212310 113803 86489 12018 86956 86956 402647 402647 1097900 965390 132510 76779 72407 2287 2085 6118 6118 1488051 1184569 303482 100402 50201 50201 Production 1392211 1392211 Housing 383377 382303 1074 Meals and Entertainment 48990 42347 4376 2267 Gov't & Professional Du 42516 11030 26556 4930 330539 136051 169298 25190 15488061 12764841 1965980 757240 1603451 2996331 68669 0 1048474 1607584 332278 75162 351586 309236 41873083 10674548 32333967 31198535 13504447 14188132 840713 377509 50083585 50752489 702027 911637 1505309 829576 9176 0 2216512 1741213 X 36716934 36208839 5799975 7452273 5350164 5350164 47867073 49011276 50083585 50752489 357106 787097 0 X X 0 1 X 1 1 1 X 5696459 5980280 7343537 5876086 7427005 32323367 5569922 4556010 5133464 4636548 7450769 27346713 11266381 10536290 12477001 10512634 14877774 59670080 435000 562500 1164485 789583 922747 3874315 0 435000 562500 1164485 789583 922747 3874315 55795765 768774 386079 571094 749959 496658 2972564 768774 386079 571094 749959 496658 2972564 355905 309986 376764 366018 834307 2242980 12391060 11232355 13424859 11628611 16208739 64885624 0.85990 0.87530 0.04580 0.04420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11905 11905 15476156 15488061 924403 231101 0 0 773123 843778 775098 924403 3316402 4974603 11625 12060 11445 11905 47035 193281 210945 193775 231101 829102 1243653 X 0 10298281 0 1189083 0 634210 20000 10833154 10435281 484125 601125 20000 10298281 10985169 500000 -468181 561707 20000 10435281 9993197 1535536 523564 20000 10985169 9263447 1238160 490910 17500 9993197 0.49000 0.51000 0 0 26307219 4013764 22293455 12853330 4693902 8159428 2675516 1940864 734652 37018 26018 11000 31198535 X 17587237 787097 442919 512054 1742070 15845167 0 15845167 16443034 442919 512054 954973 15488061 0 15488061 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. Part X, Line 2: The Society is a not-for-profit organization that is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. The Society has also been classified as an entity that is not a private foundation within the meaning of Section 509(a)(1). Income which is not related to exempt purposes, less applicable deductions, is subject to Federal and state corporate income taxes. The Society had no net unrelated business income for the years ended August 31, 2017 and 2016. The provisions included in accounting principles generally accepted in the United States of America provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The Society performed an evaluation of uncertain tax positions as of August 31, 2017, and determined that there were no matters that would require recognition in the financial statements or, which may have any effect on its tax-exempt status. As of August 31, 2017, the statute of limitations for fiscal years 2014 through 2017 remains open with the U.S. Federal jurisdiction or the various states and local jurisdictions in which the Society files tax returns. It is the Society's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense. Part XI, Line 2d - Other Adjustments: Special event expenses 512,054. Part XII, Line 2d - Other Adjustments: Special event expenses 512,054. GALA 1607500 1514000 93500 32650 173253 155991 150161 1607500 1514000 93500 32650 173253 155991 150161 512055 -418555 X X X 1 1 X X X X X X 0 0 0 1 0 1 0 0 0 Paul Tetreault Director 330032 0 75000 0 0 0 20606 0 14963 0 440601 0 0 0 Kristin Fox-Siegmund Deputy Director and Director of Prog 148544 0 2885 0 0 0 7715 0 7877 0 167021 0 0 0 Douglas Wilson Director of Finance and Administrati 138466 0 2644 0 0 0 7072 0 7937 0 156119 0 0 0 Betsy O'Brien Anderson Director of Development 134463 0 0 0 0 0 7184 0 17191 0 158838 0 0 0 Part I, Line 1a Ford's offers a health club benefit to its employees. Ford's pays a yearly fee to a local health club that allows all employees free access to the facility. When certain conditions are met, domestic first class, international business class, and travel for a companion are permitted in the executive travel policy. Jemal's Atlantic LLC Board Member 433103 The organization leased lobby space from Jemal's Atlantic LLC which is an entity controlled by Douglas Development Corporation. Norman Jemal is Principal and Senior Vice President of Douglas Development Corporation. 0 Form 990, Part VI, Section B, line 11b The Form 990 is prepared by SB & Company, LLC. It is then reviewed by the Director of Finance. 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 prior to filing with the IRS. 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. Form 990, Part XII, Line 2c: The Society has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent auditor. There were no changes in these processes from the prior year. Form 990, Part V, Line 3a: The organization did not have unrelated business income during fiscal year 2017. As of fiscal year 2009, there is a net operating loss of $6,869 available to carry forward in future years. Mary Jane Wick Endowment Fund 514 Tenth Street NW Washington DC 20004 521935213 Wholly-owned endowment fund DC 1189083 10833154 Ford's Theatre Society