2016-08-15T13:52:53-05:00 2015-09-30 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2014-10-01 630652734 ALABAMA SHAKESPEARE FESTIVAL ALAB 3342715300 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 MICHAEL VIGILANT CHIEF OPERATING OFFICER 3342715300 2016-08-05 1 MARTY A LEE P00187599 3348347660 2016-08-05 2014 2016-12-15 16:53:06Z MICHAEL VIGILANT ONE FESTIVAL DRIVE MONTGOMERY AL 36117 8163098 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. 58 58 231 68 3600 2600 4766747 4564584 2457091 2968821 65 46 49279 260076 7273182 7793527 0 0 0 0 4626744 4613799 13777 0 405301 2966714 2793007 7607235 7406806 -334053 386721 1836088 2391957 1026718 1195866 809370 1196091 THE ORGANIZATION IS A REGIONAL THEATER DEDICATED TO PROVIDING BOTH CLASSICAL AND CONTEMPORARY ARTISTIC WORKS, HEIGHTENING PUBLIC AWARENESS OF ARTISTIC ENDEAVORS AND PROMOTING AND CONTRIBUTING TO THE EDUCATIONAL RESOURCES AVAILABLE IN THESE AREAS. 0 0 5823484 3268943 ALABAMA SHAKESPEARE FESTIVAL OFFERED 9 PRODUCTIONS WITH OVER 232 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30,2015. 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. 5823484 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 1 104 0 231 1 1 1 0 0 0 0 1 1 0 0 0 0 X 58 58 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X DAVID ROBERSON 3342715325 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 GENE C CRANE 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 JERE BEASLEY BOARD MEMBER 1.00 X 0 0 0 MS KAY BLOUNT BOARD MEMBER 1.00 X 0 0 0 MR THOMAS A BLOUNT BOARD MEMBER 1.00 X 0 0 0 MS LYNNE BERRY BOARD MEMBER 1.00 X 0 0 0 DR 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 LAURA M CLARK BOARD MEMBER 1.00 X 0 0 0 MRS NANCY CLEVELAND BOARD MEMBER 1.00 X 0 0 0 MR BRUCE CRAWFORD BOARD MEMBER 1.00 X 0 0 0 MRS EDITH JOHNSTON CROOK BOARD MEMBER 1.00 X 0 0 0 MR DAVID DONALDSON BOARD MEMBER 1.00 X 0 0 0 MRS JULIETTE DOSTER BOARD MEMBER 1.00 X 0 0 0 MR C LEE ELLIS BOARD MEMBER 1.00 X 0 0 0 MR ROBERT C GRANFELDT JR BOARD MEMBER 1.00 X 0 0 0 COMMISSIONER DANIEL HARRIS BOARD MEMBER 1.00 X 0 0 0 MR WYATT RUSHTON HASKELL 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 MR SEAN JOHNSON BOARD MEMBER 1.00 X 0 0 0 MR BILLY LIVINGS BOARD MEMBER 1.00 X 0 0 0 MRS JOAN B LOEB 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 KERRY MALLORY 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 ROBERT C MCMILLAN BOARD MEMBER 1.00 X 0 0 0 THE HON VANZETTA MCPHERSON BOARD MEMBER 1.00 X 0 0 0 MR TOM MILES BOARD MEMBER 1.00 X 0 0 0 MRS JO MOORE BOARD MEMBER 1.00 X 0 0 0 MRS PEGGY M MUSSAFER BOARD MEMBER 1.00 X 0 0 0 MR RICHARD E NEAL BOARD MEMBER 1.00 X 0 0 0 MRS LINDA PUCKETT BOARD MEMBER 1.00 X 0 0 0 REVERAND JUDY QUICK BOARD MEMBER 1.00 X 0 0 0 MRS WINSTON WILSON REESE BOARD MEMBER 1.00 X 0 0 0 MR TOBY ROTH BOARD MEMBER 1.00 X 0 0 0 MR ROBERT RUNKLE BOARD MEMBER 1.00 X 0 0 0 REVERAND KYLE SEARCY BOARD MEMBER 1.00 X 0 0 0 MR CHARLES STAKELY BOARD MEMBER 1.00 X 0 0 0 DR JOHN W STEWART III 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 MS PATTI WALLACE BOARD MEMBER 1.00 X 0 0 0 MRS LISA BLACH WEIL BOARD MEMBER 1.00 X 0 0 0 FATHER MANUEL WILLIAMS CR BOARD MEMBER 1.00 X 0 0 0 MRS TRACY A WILLIFORD BOARD MEMBER 1.00 X 0 0 0 MRS EMILY LOWDER WOOTTEN BOARD MEMBER 1.00 X 0 0 0 MR NEILL S WRIGHT BOARD MEMBER 1.00 X 0 0 0 MR THOMAS T ZEIMAN JR BOARD MEMBER 1.00 X 0 0 0 MICHAEL VIGILANT CHIEF OPERATING OFFICER 40.00 X 122069 0 9758 GEOFFREY SHERMAN ARTISTIC DIRECTOR 40.00 X 177999 0 9758 EVE LOEB DEVELOPMENT DIRECTOR 40.00 X 115018 0 3437 415086 0 22953 3 0 1 0 0 333731 1087363 552000 2591490 167594 4564584 TICKET SALES 711110 2460951 2460951 SCHOOLFEST INCOME 711110 400921 400921 EDUCATIONAL PROGRAMS 711110 103349 103349 ADVERTISING 541800 3600 3600 2968821 46 46 48755 0 48755 48755 48755 109239 333731 277290 -168051 -168051 217499 92281 125218 125218 PRESERVATION FEE 711110 178504 178504 OTHER INCOME 900099 75650 75650 254154 7793527 3268943 3600 -43600 319585 261778 36677 21130 3452195 2826491 389991 235713 502496 414442 71544 16510 339523 277985 38356 23182 82948 82948 16775 12925 1925 1925 305261 271990 33271 487907 199211 269330 19366 218579 218579 822160 693490 102936 25734 100805 92096 8495 214 4288 4288 57814 57814 58635 41045 11727 5863 86659 69327 12999 4333 THEATER PRODUCTION EXPE 291645 291645 TAXES AND LICENSES 87795 87795 REPAIRS AND MAINTENANCE 53622 51828 1196 598 SOUTHERN WRITERS PROJEC 49500 49500 68614 51152 17462 7406806 5823484 1178021 405301 418350 242871 315508 761845 139360 120818 119341 301148 3746854 2781579 843529 965275 1836088 2391957 458178 311556 248356 428006 300000 300000 20184 156304 1026718 1195866 X 506384 574271 302986 621820 809370 1196091 1836088 2391957 386721 0 X X 0 1 X 1 0 X 5415113 4141691 4026283 4766747 4564584 22914418 1977429 1714872 2341609 2601665 2968821 11604396 7392542 5856563 6367892 7368412 7533405 34518814 961355 590335 731885 653801 1013615 3950991 0 961355 590335 731885 653801 1013615 3950991 30567823 20586 26727 30177 25251 48801 151542 20586 26727 30177 25251 48801 151542 -437511 -281703 -138227 -267945 -164451 -1289837 153766 151483 213771 199587 254154 972761 7129383 5753070 6473613 7325305 7671909 34353280 0.88980 0.88940 0.00440 0.00410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12267530 7647 -503893 1087363 65349 10618572 12204491 3476 1138919 1021486 57870 12267530 11617921 175242 1042700 574177 57195 12204491 10671626 33723 1725042 754726 57744 11617921 11571142 41843 -80474 797250 63635 10671626 0.40600 0.58350 0.01050 0 1 1 2080521 1373171 707350 1666333 1408408 257925 965275 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. AUCTION 181214 104035 77179 111595 CONCERT - BENEFIT THE BARD 261756 229696 32060 165695 442970 333731 109239 277290 277290 -168051 X 0 0 0 0 0 0 0 0 0 GEOFFREY SHERMAN ARTISTIC DIRECTOR 177999 0 0 0 0 0 0 0 9758 0 187757 0 0 0 X 15 7140 RETAIL VALUE X 59203 RETAIL VALUE X 11 63559 TRADING VALUE X 23 37692 RETAIL VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CONTROLLER, WHO IS RESPONSIBLE FOR SUPPLYING THE REQUIRED INFORMATION TO THE TAX PREPARER, AND THE CHIEF OPERATING OFFICER REVIEW THE RETURN PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 15 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 THE ALABAMA SHAKESPEARE FESTIVAL DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE CURRENT TAX YEAR. ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST ONE FESTIVAL DRIVE MONTGOMERY AL 36117 636183677 SUPPORT OF ALABAMA SHAKESPEARE FESTIVAL, INC. AL 501(C)(3) LINE 11C, III-FI N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0