ACTORS THEATRE OF LOUISVILLE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ACTORS THEATRE OF LOUISVILLE INC (EIN 61-0645030)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2017-01-12
- IRS object ID
- 201730129349301463
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-12T16:21:12-06:00 | ReturnTs |
| Tax Period End | 2016-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTJOY CHILTON MEDLEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 S FOURTH ST SUITE 2600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402023445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610645030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTORS THEATRE OF LOUISVILLE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACTO | BusinessNameControlTxt |
| Phone | 5025841265 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 WEST MAIN STREET | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN E MOORE | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 5025841265 | PhoneNum |
| Signature | 2017-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BOB MORELAND CPA | PreparerPersonNm |
| PTIN | P00418596 | PTIN |
| Phone | 5027491900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN E MOORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 WEST MAIN STREET | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,520,215 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACTORSTHEATRE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE ADVANCEMENT OF THEATRICAL ARTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 298 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $8,382 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,792 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,194,974 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,627,575 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,466,839 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,263,271 | CYProgramServiceRevenueAmt |
| PY Investment Income | $991,141 | PYInvestmentIncomeAmt |
| CY Investment Income | $953,741 | CYInvestmentIncomeAmt |
| PY Other Revenue | $597,365 | PYOtherRevenueAmt |
| CY Other Revenue | $613,842 | CYOtherRevenueAmt |
| PY Total Revenue | $8,250,319 | PYTotalRevenueAmt |
| CY Total Revenue | $12,458,429 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $59,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $194,305 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,387,529 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,973,706 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $84,084 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $528,376 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,672,898 | PYOtherExpensesAmt |
| CY Other Expenses | $5,162,580 | CYOtherExpensesAmt |
| PY Total Expenses | $10,119,677 | PYTotalExpensesAmt |
| CY Total Expenses | $11,414,675 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,869,358 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,043,754 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,363,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,520,329 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,996,376 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,575,461 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,367,500 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,944,868 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ACTORS THEATRE UNLOCKS HUMAN POTENTIAL, BUILDS COMMUNITY AND ENRICHES QUALITY OF LIFE BY ENGAGING PEOPLE IN THEATRE THAT REFLECTS THE WONDER AND COMPLEXITY OF OUR TIME. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,474,324 | ExpenseAmt |
| Grant | $194,305 | GrantAmt |
| Revenue | $4,383,988 | RevenueAmt |
| Desc | CELEBRATING 52 YEARS OF OUTSTANDING THEATRE, ACTORS THEATRE OF LOUISVILLE, THE STATE THEATRE OF KENTUCKY, IS THE FLAGSHIP ARTS ORGANIZATION IN THE LOUISVILLE COMMUNITY. ACTORS THEATRE PRESENTS ALMOST 400 PERFORMANCES ANNUALLY AND DELIVERS A BROAD RANGE OF PROGRAMMING INCLUDING CLASSICAL REPERTORY AND CONTEMPORARY WORK. IN 2016, ACTORS WELCOMED MORE THAN 140,000 PATRONS AND GUESTS TO THE THEATRE, AND PROVIDED ARTS EDUCATION EXPERIENCES TO MORE THAN 15,000 YOUNG PEOPLE IN THE REGION. ACTORS IS HOME TO THE HUMANA FESTIVAL OF NEW AMERICAN PLAYS AND, IN 40 YEARS, THE THEATRE HAS PRODUCED MORE THAN 450 PREMIERES BY MORE THAN 370 PLAYWRIGHTS, AMONG THEM THREE PULITZER PRIZE-WINNING PLAYS AND A FINALIST, AND RECEIVED THE THREE MOST PRESTIGIOUS AWARDS GIVEN TO REGIONAL THEATRES INCLUDING A SPECIAL TONY AWARD AS AN OUTSTANDING NON-PROFIT THEATRE. | Desc |
| Total Program Service Expenses | $9,474,324 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 151 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 298 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | 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 | KY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEGGY SHAKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5025841265 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 WEST MAIN STREET | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ELIZABETH DAVIS | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PHILIP C ESCHELS | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JALEIGH WHITE | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GILL HOLLAND | ||||||
| VICE-PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AL PARADIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALEX ALVAREZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALLAN TASMAN MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA W JUCKETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLLE JONES CLAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER KAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA M MURPHY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH ROUNSAVALL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| INGRID JOHNSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ISHMON F BURKS | ||||||
| DIRECTOR TILL 1/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN M GRAYSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY P CALLEN MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN BAJANDAS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN E SELENT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN L TATE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN WUNDERLIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEN SELVAGGI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIRSTEN FORD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA DOUGLAS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA VALENTINE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAC THOMPSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARILYN SCHORIN PHD RD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHA BECK ROTH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT B SCHWARTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL J KEYES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEVILLE BLAKEMORE III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROANNE H VICTOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEWART LUSSKY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THEODORE H NIXON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THEODORE S ROSKY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TODD P LOWE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TURNEY P BERRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY SIRCHIO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM W CRAWFORD JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LES WATERS | ||||||
| ARTISTIC DIRECTOR | 60.00 | Yes (X) | $207,041 | $0 | $10,900 | |
| JENNIFER BIELSTEIN | ||||||
| MANAGING DIRECTOR | 60.00 | Yes (X) | $202,196 | $0 | $17,771 | |
| PEGGY SHAKE | ||||||
| DIRECTOR OF FINANCE | 47.00 | Yes (X) | $78,790 | $0 | $4,133 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $488,027 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $32,804 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 |
|---|---|---|---|---|---|
| DOE-ANDERSON | |||||
| 620 W MAIN ST | LOUISVILLE | KY | 40202 | ADVERTISING | $239,882 |
| UNITED MAIL LLC | |||||
| 4410 BISHOP LANE SUITE 100 | LOUISVILLE | KY | 402184506 | MAIL SERVICE | $163,113 |
| MARRIOTT LOUISVILLE DOWNTOWN | |||||
| 280 W JEFFERSON ST | LOUISVILLE | KY | 40202 | HOTEL AND CARTERING SERVICES | $155,110 |
| AL J SCHNEIDER COMPANY | |||||
| 325 WEST MAIN STREET | LOUISVILLE | KY | 40202 | HOTEL SERVICES | $138,035 |
| SD&A TELESERVICES INC | |||||
| 5757 W CENTURY BLVD | LOS ANGELES | CA | 90045 | TELEMARKETING | $135,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $148,977 | FundraisingAmt |
| Government Grants | $155,531 | GovernmentGrantsAmt |
| All Other Contributions | $6,323,067 | AllOtherContributionsAmt |
| Noncash Contributions | $182,725 | NoncashContributionsAmt |
| Total Contributions | $6,627,575 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SINGLE TICKETS | 900099 | $2,269,136 | $2,269,136 |
| SUBSCRIPTION TICKET SE | 900099 | $1,217,177 | $1,217,177 |
| PRESENTER FEE | 900099 | $444,505 | $444,505 |
| TICKET FEES | 900099 | $220,556 | $220,556 |
| EDUCATION PROGRAM REVE | 900099 | $59,072 | $59,072 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,825 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,825 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,263,271 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,066 | TotalRevenueColumnAmt |
| Exclusion | $192,066 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,476 | TotalRevenueColumnAmt |
| Exclusion | $3,476 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $870,051 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $418,261 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $451,790 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $451,790 | TotalRevenueColumnAmt |
| Exclusion | $451,790 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,311,361 | SecuritiesAmt |
| Other | $922,128 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,979,246 | SecuritiesAmt |
| Other | $492,568 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $332,115 | SecuritiesAmt |
| Other | $429,560 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $761,675 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,382 | UnrelatedBusinessRevenueAmt |
| Exclusion | $753,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $209,570 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $148,977 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $171,711 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,859 | TotalRevenueColumnAmt |
| Exclusion | $37,859 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| AUXILLARY OPERATIONS | 900099 | $115,886 | $115,886 |
| MISCELLANEOUS INCOME | 900099 | $4,831 | $4,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $120,717 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,458,429 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,383,988 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,382 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,438,484 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,305 | TotalAmt |
| Program Services | $194,305 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,870 | TotalAmt |
| Program Services | $212,352 | ProgramServicesAmt |
| Management And General | $258,518 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,393,626 | TotalAmt |
| Program Services | $3,721,699 | ProgramServicesAmt |
| Management And General | $359,712 | ManagementAndGeneralAmt |
| Fundraising | $312,215 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,984 | TotalAmt |
| Program Services | $126,902 | ProgramServicesAmt |
| Management And General | $10,082 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,014 | TotalAmt |
| Program Services | $494,004 | ProgramServicesAmt |
| Management And General | $51,010 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,212 | TotalAmt |
| Program Services | $357,855 | ProgramServicesAmt |
| Management And General | $69,357 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,450 | TotalAmt |
| Management And General | $34,450 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,084 | TotalAmt |
| Fundraising | $84,084 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,275 | TotalAmt |
| Management And General | $37,237 | ManagementAndGeneralAmt |
| Fundraising | $2,038 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,848 | TotalAmt |
| Program Services | $463,502 | ProgramServicesAmt |
| Management And General | $99,346 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $760,934 | TotalAmt |
| Program Services | $760,934 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,728 | TotalAmt |
| Program Services | $177,951 | ProgramServicesAmt |
| Management And General | $62,426 | ManagementAndGeneralAmt |
| Fundraising | $26,351 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,498 | TotalAmt |
| Program Services | $62,130 | ProgramServicesAmt |
| Management And General | $82,368 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,009 | TotalAmt |
| Program Services | $196,009 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,018 | TotalAmt |
| Program Services | $663,118 | ProgramServicesAmt |
| Management And General | $3,900 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,462 | TotalAmt |
| Program Services | $286,094 | ProgramServicesAmt |
| Management And General | $23,560 | ManagementAndGeneralAmt |
| Fundraising | $6,808 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,445 | TotalAmt |
| Program Services | $2,617 | ProgramServicesAmt |
| Management And General | $17,828 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,533 | TotalAmt |
| Management And General | $57,533 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,525 | TotalAmt |
| Program Services | $561,175 | ProgramServicesAmt |
| Management And General | $89,350 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,115 | TotalAmt |
| Program Services | $43,028 | ProgramServicesAmt |
| Management And General | $32,087 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRODUCTION MATERIALS | $590,417 | $590,417 | |
| GUEST ARTIST HOUSING | $312,458 | $312,458 | |
| AUXILIARY OPERATIONS | $88,765 | $88,765 | |
| UBI TAX | $205 | $205 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,895 | TotalAmt |
| Program Services | $159,009 | ProgramServicesAmt |
| Management And General | $123,006 | ManagementAndGeneralAmt |
| Fundraising | $96,880 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,414,675 | TotalAmt |
| Program Services | $9,474,324 | ProgramServicesAmt |
| Management And General | $1,411,975 | ManagementAndGeneralAmt |
| Fundraising | $528,376 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,582 | BOYAmt |
| EOY | $357,397 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,184 | BOYAmt |
| EOY | $180,205 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,426,250 | BOYAmt |
| EOY | $3,631,878 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,620 | BOYAmt |
| EOY | $120,529 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,908 | BOYAmt |
| EOY | $3,608 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,062 | BOYAmt |
| EOY | $130,975 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,870,765 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,954,760 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,505,641 | BOYAmt |
| EOY | $8,916,005 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,250,593 | BOYAmt |
| EOY | $9,317,029 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,147,848 | BOYAmt |
| EOY | $2,786,967 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,188 | BOYAmt |
| EOY | $75,736 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,363,876 | BOYAmt |
| EOY | $25,520,329 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,417 | BOYAmt |
| EOY | $544,874 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,127 | BOYAmt |
| EOY | $865,650 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,599,900 | BOYAmt |
| EOY | $1,999,708 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,932 | BOYAmt |
| EOY | $165,229 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,996,376 | BOYAmt |
| EOY | $3,575,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,930,884 | BOYAmt |
| EOY | $11,121,086 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,787,714 | BOYAmt |
| EOY | $5,139,057 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,648,902 | BOYAmt |
| EOY | $5,684,725 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,367,500 | BOYAmt |
| EOY | $21,944,868 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,363,876 | BOYAmt |
| EOY | $25,520,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,043,754 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,459,797 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,589 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,312,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,559,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,000,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,194,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,627,575 | CurrentTaxYearAmt |
| Total | $22,694,883 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,312,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,559,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,000,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,194,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,627,575 | CurrentTaxYearAmt |
| Total | $22,694,883 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,039,103 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,655,780 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $972,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,109,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,047,132 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,046,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,065,593 | CurrentTaxYearAmt |
| Total | $5,241,280 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,792 | CurrentTaxYearAmt |
| Total | $12,891 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,949,054 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $19,425,611 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $13,398,441 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$544,445 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $750,000 | OtherExpendituresAmt |
| End Year Balance | $12,103,996 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,097,968 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,050,473 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $750,000 | OtherExpendituresAmt |
| End Year Balance | $13,398,441 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,185,944 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,562,024 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $650,000 | OtherExpendituresAmt |
| End Year Balance | $13,097,968 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,297,765 | BeginningYearBalanceAmt |
| Contributions | $34,007 | ContributionsAmt |
| Investment Earnings Or Losses | $1,604,172 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $750,000 | OtherExpendituresAmt |
| End Year Balance | $12,185,944 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,399,716 | BeginningYearBalanceAmt |
| Contributions | $82,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$559,451 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $625,000 | OtherExpendituresAmt |
| End Year Balance | $11,297,765 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.42480 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10560 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,381,105 | OtherCostOrOtherBasisAmt |
| Book Value | $1,381,105 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,255,987 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,168,052 | DepreciationAmt |
| Book Value | $7,087,935 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,233,673 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,786,708 | DepreciationAmt |
| Book Value | $446,965 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,916,005 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN LIMITED PARTNERSHIPS | Desc |
| Book Value | $2,786,967 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,786,967 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERP PAYABLE | Desc |
| Amt | $165,229 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $165,229 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,440,091 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,459,797 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $60,435 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $418,261 | OtherRevenueAmt |
| Revenue Not Reported | -$981,101 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,421,192 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $37,237 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $37,237 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,458,429 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,862,723 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $60,435 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $424,850 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $485,285 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,377,438 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $37,237 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $37,237 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,414,675 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | DONOR RESTRICTED FUNDS ARE TO BE USED FOR SHAKESPEARE PLAYS, THEATRICAL PRODUCTIONS, AND ACTORS ARTISTIC PROGRAMMING. BOARD DESIGNATED FUNDS ARE TO BE USED TO FURTHER THE THEATRE'S CHARITABLE PURPOSE. |
| PART X, LINE 2: | THE THEATRE HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO INCOME TAXES HAVE BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE THEATRE RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 418,261. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 418,261. UNCOLLECTIBLE PLEDGES 6,589. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EAST WACKER DRIVE STE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN PLAN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $84,084 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $84,084 | TotalRetainedByContractorsAmt |
| Licensed States | KY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LOBSTER FEAST | Event1Nm |
| Gross Receipts Event1 | $358,547 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $148,977 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $209,570 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $32,309 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,870 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $86,557 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,428 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $41,547 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $358,547 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $148,977 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $209,570 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $32,309 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,870 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $86,557 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,428 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,547 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $171,711 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $37,859 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | OUT OF POCKET EXPENSES ARE REIMBURSED TO CAMPBELL & CO AS PER THE CONTRACT. THE TOTAL REIMBURSED WAS $7,135.00. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | APPRENTICE GRANTS TO ASSIST WITH COST OF LIVING | GrantTypeTxt |
| Recipient | 39 | RecipientCnt |
| Cash Grant | $194,305 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE APPRENTICE IS ON-SITE FOR THE SEASON ON A DAILY BASIS. THE AMOUNT OF THE GRANT IS INCONSEQUENTIAL COMPARED TO THE COST OF LIVING IN LOUISVILLE FOR THE 8 MONTHS OF THE APPRENTICESHIP. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LES WATERS | ||||||||||||||
| ARTISTIC DIRECTOR | $199,663 | $0 | $0 | $0 | $7,378 | $0 | $4,031 | $0 | $6,869 | $0 | $217,941 | $0 | $0 | $0 |
| JENNIFER BIELSTEIN | ||||||||||||||
| MANAGING DIRECTOR | $198,749 | $0 | $0 | $0 | $3,447 | $0 | $4,027 | $0 | $13,744 | $0 | $219,967 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $153,868 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. PRICE ON DONAT. DAY | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PRINTED ITEMS | 2 | $18,994 | FAIR MARKET VALUE |
| Yes (X) | FOOD | 4 | $9,863 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | BROKERAGE FIRMS SUCH AS HILLIARD LYONS ARE USED TO SELL PUBLICLY TRADED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE MEMBERS OF THE INTERNAL AFFAIRS COMMITTEE REVIEW AND COMMENT ON THE FORM 990 PRIOR TO ITS FILING. A FINAL VERSION OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST MUST BE IMMEDIATELY DISCLOSED TO THE BOARD PRESIDENT AND TO THE MANAGING DIRECTOR EITHER IN WRITING OR AS CONTAINED IN THE MINUTES OF A BOARD MEETING. IT IS IMPORTANT TO MAKE THE DISCLOSURE WHEN THE CONFLICT OF INTEREST IS FIRST KNOWN. THE PERSON WHOM THE CONFLICT OF INTEREST PERTAINS TO MUST TAKES STEPS TO RESOLVE THE CONFLICT OF INTEREST OR REMOVE SUSPICION THAT IT EXISTS. THIS CAN BE DONE BY: (1) PROMPTLY DECLARING TO THE BOARD ANY CONFLICT OF INTEREST AND ASKING THAT SUCH DECLARATION BE RECORDED IN THE MINUTES; (2) EXCUSING YOURSELF FROM THAT PORTION OF THE MEETING WHERE THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST IS BEING DISCUSSED; (3) REFRAINING FROM ALL DISCUSSION OF THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST, AT ANY MEETING OF THE BOARD OR ELSEWHERE; AND (4) REFRAINING FROM VOTING, AT ANY BOARD MEETING, ON THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST. THE ORGANIZATION ANNUALLY REQUESTS CONFLICT OF INTEREST FORMS TO BE COMPLETED. ANY CONFLICTS ARE REVIEWED BY THE BOARD PRESIDENT AND PRESENTED TO THE EXECUTIVE COMMITTEE IF NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF THE BOARD PRESIDENT, THE BOARD IMMEDIATE PAST-PRESIDENT, ONE MEMBER SELECTED FROM THE EXECUTIVE COMMITTEE AND ONE MEMBER SELECTED FROM THE BOARD NOT ON THE EXECUTIVE COMMITTEE. THE FUNCTION OF THIS COMMITTEE IS TO ESTABLISH THE COMPENSATION OF THE ARTISTIC AND MANAGING DIRECTORS. THIS GROUP REVIEWS EXECUTIVE COMPENSATION AS EACH CONTRACT COMES TO TERM. THEY REVIEW COMPARABLE DATA AMONGST NATIONAL AND LOCAL PEERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UNCOLLECTIBLE PLEDGES -6,589. |
| FORM 990, PART XI, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE ORGANIZATION MAINTAINS AN AUDIT AND INTERNAL AFFAIRS COMMITTEE COMPRISED EXCLUSIVELY OF DIRECTORS WHO SELECT THE INDEPENDENT AUDITOR. THE COMMITTEE MEETS WITH THE INDEPENDENT AUDITOR PRIOR TO AND AT THE CONCLUSION OF THE ANNUAL AUDIT, INCLUDING AN EXECUTIVE SESSION WITHOUT MANAGEMENT. |