2016-02-23T12:50:57-06:00 2015-05-31 271235638 MOUNTJOY CHILTON MEDLEY LLP 462 S FOURTH ST SUITE 2600 LOUISVILLE KY 402023445 990 2014-06-01 610645030 ACTORS THEATRE OF LOUISVILLE INC ACTO 5025841265 316 WEST MAIN STREET LOUISVILLE KY 40202 JENNIFER BIELSTEIN MANAGING DIRECTOR 5025841265 2016-02-09 1 REBECCA L PHILLIPS CPA P00024055 5027491900 2014 2016-08-17 19:52:53Z JENNIFER BIELSTEIN 316 WEST MAIN STREET LOUISVILLE KY 40202 13929117 0 X WWW.ACTORSTHEATRE.ORG X 1964 KY TO PROMOTE THE ADVANCEMENT OF THEATRICAL ARTS. 31 29 319 1000 13647 1369 4000368 3194974 3149226 3466839 1056087 991141 590293 597365 8795974 8250319 55083 59250 0 0 5328041 5387529 0 0 423940 4658028 4672898 10041152 10119677 -1245178 -1869358 26091728 25363876 1942630 2996376 24149098 22367500 X 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. 0 0 8333634 59250 3564493 CELEBRATING 51 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 NEARLY 400 PERFORMANCES ANNUALLY AND DELIVERS A BROAD RANGE OF PROGRAMMING INCLUDING CLASSICAL REPERTORY AND CONTEMPORARY WORK. IN 2015, 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 39 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. 8333634 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 171 0 1 319 1 1 1 0 0 0 0 1 1 0 0 0 0 X 31 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X THE ORGANIZATION 5025841265 316 WEST MAIN STREET LOUISVILLE KY 40202 TODD P LOWE PRESIDENT 5.00 X X 0 0 0 PHILIP C ESCHELS SECRETARY 5.00 X X 0 0 0 LINDA VALENTINE TREASURER 5.00 X X 0 0 0 ELIZABETH DAVIS VICE-PRESIDENT 5.00 X X 0 0 0 AL PARADIS DIRECTOR 1.00 X 0 0 0 ALLAN TASMAN MD DIRECTOR 1.00 X 0 0 0 BARBARA W JUCKETT DIRECTOR 1.00 X 0 0 0 CAROLLE JONES CLAY DIRECTOR 1.00 X 0 0 0 DEBRA M MURPHY DIRECTOR 1.00 X 0 0 0 GILL HOLLAND DIRECTOR 1.00 X 0 0 0 ISHMON F BURKS DIRECTOR 1.00 X 0 0 0 JALEIGH WHITE DIRECTOR 1.00 X 0 0 0 JEFFREY P CALLEN MD DIRECTOR 1.00 X 0 0 0 JOHN BAJANDAS DIRECTOR 1.00 X 0 0 0 JOHN L TATE DIRECTOR 1.00 X 0 0 0 KAREN WUNDERLIN DIRECTOR 1.00 X 0 0 0 LAURA DOUGLAS DIRECTOR 1.00 X 0 0 0 MAC THOMPSON DIRECTOR 1.00 X 0 0 0 MARILYN SCHORIN PHD RD DIRECTOR 1.00 X 0 0 0 MARSHA BECK ROTH DIRECTOR 1.00 X 0 0 0 MATT B SCHWARTZ DIRECTOR 1.00 X 0 0 0 MICHAEL J KEYES DIRECTOR 1.00 X 0 0 0 MICHAEL STILLMAN MD DIRECTOR 1.00 X 0 0 0 NEVILLE BLAKEMORE III DIRECTOR 1.00 X 0 0 0 ROANNE H VICTOR DIRECTOR 1.00 X 0 0 0 STEWART LUSSKY DIRECTOR 1.00 X 0 0 0 THEODORE S ROSKY DIRECTOR 1.00 X 0 0 0 TURNEY P BERRY DIRECTOR 1.00 X 0 0 0 WENDY SIRCHIO DIRECTOR 1.00 X 0 0 0 ELIZABETH ROUNSAVALL DIRECTOR 1.00 X 0 0 0 CHRISTOPHER KAY DIRECTOR 1.00 X 0 0 0 LES WATERS ARTISTIC DIRECTOR 60.00 X 189795 0 10496 JENNIFER BIELSTEIN MANAGING DIRECTOR 60.00 X 189460 0 17544 379255 0 28040 2 0 1 0 DOE-ANDERSON 620 W MAIN ST LOUISVILLE KY 40202 ADVERTISING 276076 SD&A TELESERVICES INC 5757 W CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEMARKETING 152648 TESSITURA NETWORK INC 11700 PRESTON RD DALLAS TX 75230 SOFTWARE LICENSING AND SUPPORT 131838 AL J SCHNEIDER COMPANY 325 WEST MAIN STREET LOUISVILLE KY 40202 HOTEL SERVICES 119419 4 165690 248679 2780605 121238 3194974 SINGLE TICKETS 900099 1940282 1940282 SUBSCRIPTION TICKET SE 900099 1299542 1299542 TICKET FEES 900099 174588 174588 EDUCATION PROGRAM REVE 900099 52427 52427 3466839 197533 197533 9644 9644 839535 389062 450473 450473 450473 5100607 795310 4666871 435438 433736 359872 793608 13647 779961 227021 165690 187427 39594 39594 AUXILLARY OPERATIONS 900099 91913 91913 MISCELLANEOUS INCOME 900099 5741 5741 97654 8250319 3564493 13647 1477205 59250 59250 422011 208410 213601 3983050 3239397 421694 321959 124640 107294 17346 457145 399213 57932 400683 328198 72485 37670 37670 39271 37207 2064 451183 389125 62058 723535 723535 210004 123632 62636 23736 152731 65674 87057 155616 155616 609308 605408 3900 273001 258007 14445 549 6113 1225 4888 32461 32461 674203 577362 96841 57659 42045 15614 PRODUCTION MATERIALS 479103 479103 GUEST ARTIST HOUSING 331048 331048 CREDIT CARD FEES 87617 87617 UBI TAX 1160 1160 351215 240092 35491 75632 10119677 8333634 1362103 423940 318068 478582 184669 182184 2210939 1426250 133256 143620 2822 1908 237638 163062 25646207 16140566 9834758 9505641 9681526 10250593 3416442 3147848 71610 64188 26091728 25363876 317055 354417 844781 869127 600000 1599900 180794 172932 1942630 2996376 X 14765074 13930884 3735122 2787714 5648902 5648902 24149098 22367500 26091728 25363876 X -1869358 97885 -10125 X X 0 1 X 1 0 X 5239570 3312253 5559713 4000368 3194974 21306878 5239570 3312253 5559713 4000368 3194974 21306878 5336559 15970319 1217123 972571 1109272 1047132 1046712 5392810 8730 2369 11099 26710787 18796779 0.59790 0.59560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13097968 1050473 750000 13398441 12185944 1562024 650000 13097968 11297765 34007 1604172 750000 12185944 12399716 82500 -559451 625000 11297765 11117820 1956896 675000 12399716 0.45860 0.42160 0.11980 0 0 1381105 1381105 22080069 14524028 7556041 2185033 1616538 568495 9505641 INVESTMENT IN LIMITED PARTNERSHIPS 3147848 C 3147848 SERP PAYABLE 172932 172932 X 8759266 97885 60367 389062 547314 8211952 38367 38367 8250319 10540864 60367 399187 459554 10081310 38367 38367 10119677 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. THE THEATRE'S 2011-2014 TAX YEARS REMAIN OPEN AND SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 389,062. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 389,062. UNCOLLECTIBLE PLEDGES 10,125. LOBSTER FEAST 392711 165690 227021 39132 3237 75874 5163 64021 392711 165690 227021 39132 3237 75874 5163 64021 187427 39594 1 APPRENTICE/INTERNSHIP GRANTS TO ASSIST WITH COST OF LIVING 40 59250 PART I, LINE 2: THE APPRENTICE/INTERN 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/INTERNSHIP. X X X X X 0 0 0 0 0 0 0 0 0 LES WATERS ARTISTIC DIRECTOR 182417 0 0 0 7378 0 3687 0 6809 0 200291 0 0 0 JENNIFER BIELSTEIN MANAGING DIRECTOR 187049 0 0 0 2411 0 3863 0 13681 0 207004 0 0 0 LGE AND KU ENERGY AN ENTITY OF WHICH LAURA DOUGLAS, DIRECTOR, IS ALSO AN OFFICER 260702 UTILITIES 0 HUMANA AN ENTITY OF WHICH CHRISTOPER KAY, DIRECTOR, IS ALSO AN OFFICER 369006 HEALTH INSURANCE 0 X 14 99306 AVG. PRICE ON DONAT. DAY X PRINTED ITEMS 2 16221 FAIR MARKET VALUE X FOOD 4 4503 FAIR MARKET VALUE X PLANTS 1 1208 FAIR MARKET VALUE 0 0 1 1 PART I, LINE 32B: BROKERAGE FIRMS SUCH AS HILLIARD LYONS ARE USED TO SELL PUBLICLY TRADED SECURITIES. 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 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 -10,125. 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.