2015-01-19T14:05:09-06:00 2014-06-30 420714325 MCGLADREY LLP 100 INTERNATIONAL DRIVE STE 1400 BALTIMORE MD 21202 990 2013-07-01 520780194 CENTER STAGE ASSOCIATES INC CENT 4109864000 700 NORTH CALVERT STREET BALTIMORE MD 21202 SUSAN ROSEBERY DIRECTOR OF FINANCE 4109864003 2015-01-13 1 JULIA FLANNERY CPA P00928918 4102469300 2013 2016-03-07 17:11:31Z STEPHEN RICHARD 700 NORTH CALVERT STREET BALTIMORE MD 21202 15795281 0 X WWW.CENTERSTAGE.ORG X 1963 MD WE STRIVE TOWARDS BEING A LEADER IN THE FIELD OF LOCAL, NATIONAL & INTERNATIONAL THEATER, NOT JUST IN THE RICH AND DIVERSE WORK WE MAKE AND HOW WE MAKE IT, BUT BY THINKING INNOVATIVELY ABOUT THE WAY ART AND ENTERTAINMENT COMMUNICATE IN THE 21ST CENTURY, AS WELL AS, THE THEATER'S CIVIC DUTIES, ITS ENGAGEMENT WITH THE COMMUNITY, AND ITS CAPACITY TO INSPIRE AUDIENCES AND PRACTITIONERS. 45 44 303 620 15069 -14733 2756909 4286786 2765037 2970886 1060303 1496511 501637 496626 7083886 9250809 0 0 0 0 4371720 4608997 0 78730 510334 3324946 3507049 7696666 8194776 -612780 1056033 25934148 28604141 1438616 1675499 24495532 26928642 CENTER STAGE IS AN ARTISTICALLY DRIVEN INSTITUTION COMMITTED TO ENGAGING, ENTERTAINING, AND ENRICHING OUR AUDIENCES OF TODAY AND TOMORROW THROUGH JOYOUS AND BOLD PERFORMANCE. 0 0 6176362 2912086 CENTER STAGE'S MAIN STAGE PROGRAMMING IS NOTED FOR ITS UNPRECEDENTED STYLISTIC DIVERSITY. WE HAVE TWO THEATERS, ON WHICH WE PRODUCE 7 PRODUCTIONS RUNNING THE GAMUT FROM REINVENTED CLASSICS TO CONTEMPORARY WORK FROM NEW PLAYWRIGHTS. 130343 54032 CENTER STAGE'S EDUCATION PROGRAMS ANNUALLY BENEFIT 10,000 STUDENTS AND TEACHERS. INNOVATIVE PROGRAMS INTRODUCE STUDENTS TO THE PERFORMING ARTS; ENHANCE THEIR CLASSROOM STUDIES OF LITERATURE, HISTORY, AND SOCIAL SCIENCES; AND HELP BUILD THE NEXT GENERATION OF WELL-ROUNDED CITIZENS. LISTED ARE A FEW OF OUR PROGRAMS; STUDENT MATINEES, ENCOUNTER, YOUNG PLAYWRIGHTS FESTIVAL, KICKIN'IT WITH THE 'RENTS, AND SUMMER INTENSIVE. 109147 2285 CENTER STAGE SUPPORTS ARTISTS, BOTH NEW AND ESTABLISHED AND CONTINUES TO COMMSISSION, DEVELOP AND PRODUCE NEW AND CONTEMPORARY WORK. THE THEATER INCLUDES LEADING NATIONAL AND INTERNATIONAL ARTISTS IN NEW COLLABORATIONS AND MAINTAINS AND EXPANDS A VARIED AND INTEGRAL GROUP OF ARTISTS WHO CONTRIBUTE TO OUR WORK AND SERVE AS ACTIVE AMBASSADORS TO THE COMMUNITY. 6415852 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 124 0 1 303 1 1 1 0 0 0 0 1 1 0 0 0 0 X 45 44 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X SUSAN ROSEBERY 4109864000 700 N CALVERT ST BALTIMORE MD 21202 ROBERT W SMITH PRESIDENT 10.00 X X 0 0 0 EDWARD C BERNARD VICE PRESIDENT 4.00 X X 0 0 0 JULIET EURICH VICE PRESIDENT 4.00 X X 0 0 0 TERRY H MORGENTHALER VICE PRESIDENT 4.00 X X 0 0 0 E FOLLIN SMITH TREASURER 4.00 X X 0 0 0 JW THOMPSON WEBB SECRETARY 4.00 X X 0 0 0 PENNY BANK TRUSTEE 1.00 X 0 0 0 JAMES T BRADY TRUSTEE 1.00 X 0 0 0 STEPHANIE CARTER TRUSTEE 1.00 X 0 0 0 AUGUST J CHIASERA TRUSTEE 1.00 X 0 0 0 JANET CLAUSON TRUSTEE 1.00 X 0 0 0 LYNN DEERING TRUSTEE 1.00 X 0 0 0 JED DIETZ TRUSTEE 1.00 X 0 0 0 WALTER B DOGGETT III TRUSTEE 1.00 X 0 0 0 JANE WI DROPPA TRUSTEE 1.00 X 0 0 0 BRIAN EAKES TRUSTEE 1.00 X 0 0 0 BETH W FALCONE TRUSTEE 1.00 X 0 0 0 DANIEL GAHAGAN TRUSTEE 1.00 X 0 0 0 C RICHARD GAMPER JR TRUSTEE 1.00 X 0 0 0 SUZAN GARABEDIAN TRUSTEE 1.00 X 0 0 0 CAROLE GOLDBERG TRUSTEE 1.00 X 0 0 0 ADAM GROSS TRUSTEE 1.00 X 0 0 0 CHERYL O'DONNELL GUTH TRUSTEE 1.00 X 0 0 0 ELIZABETH J HIMELFARB HURWITZ TRUSTEE 1.00 X 0 0 0 KATHLEEN W HYLE TRUSTEE 1.00 X 0 0 0 TED E IMES TRUSTEE 1.00 X 0 0 0 JOHN J KEENAN TRUSTEE 1.00 X 0 0 0 E ROBERT KENT JR TRUSTEE 1.00 X 0 0 0 HUGH MOHLER JR TRUSTEE 1.00 X 0 0 0 J WILLIAM MURRAY TRUSTEE 1.00 X 0 0 0 CHARLES E NOELL TRUSTEE 1.00 X 0 0 0 JUDY M PHARES TRUSTEE 1.00 X 0 0 0 JILL PRATT TRUSTEE 1.00 X 0 0 0 PHILIP J RAUCH TRUSTEE 1.00 X 0 0 0 HAROLD ROJAS TRUSTEE 1.00 X 0 0 0 RENEE C SAMUELS ROSENFELD TRUSTEE 1.00 X 0 0 0 TODD SCHUBERT TRUSTEE 1.00 X 0 0 0 CHARLES SCHWABE TRUSTEE 1.00 X 0 0 0 SCOTT SOMERVILLE TRUSTEE 1.00 X 0 0 0 SCOT T SPENCER TRUSTEE 1.00 X 0 0 0 MICHAEL BSTYER TRUSTEE 1.00 X 0 0 0 HARRY THOMASIAN TRUSTEE 1.00 X 0 0 0 DONALD THOMS TRUSTEE 1.00 X 0 0 0 CHERYL HUDGINS WILLIAMS TRUSTEE 1.00 X 0 0 0 LINDA S WOOLF TRUSTEE 1.00 X 0 0 0 STEPHEN RICHARD MANAGING DIRECTOR 60.00 X 175617 0 9772 KWAME KWEI-ARMAH ARTISTIC DIRECTOR 60.00 X 173628 0 13525 SUSAN ROSEBERY DIRECTOR OF FINANCE 60.00 X 86407 0 7526 435652 0 30823 2 0 1 0 SASCHA'S 527 N CHARLES ST BALTIMORE MD 21202 CATERING 145245 SD&A TELESERVICES INC 5757 WEST CENTURY BLVD LOS ANGELES CA 90045 TELEMARKETING OF SUBSCRIPTIONS 122704 2 74797 739702 3472287 141488 4286786 SEASON / SINGLE SALES 900099 2658152 2658152 REFRESHMENTS 900099 163303 163303 SUBSCRIBER SVCS 900099 80330 80330 EDUCATION WORKSHOPS 900099 54032 54032 ADVERTISING SPONSORSHI 511190 15069 15069 2970886 496612 496612 66305 0 66305 66305 66305 7371383 6361588 9896 1009795 -9896 999899 999899 590723 74797 172988 417735 417735 MISCELLANEOUS 900099 12586 12586 12586 9250809 2968403 15069 1980551 459200 257040 156260 45900 3491885 2667902 547928 276055 37694 37694 242597 196912 38071 7614 377621 291126 72079 14416 123120 56104 20844 46172 39005 11694 27311 78730 78730 90021 90021 538160 538160 441152 396335 44817 296174 181768 74818 39588 61557 43090 18467 187146 187146 435809 346172 89637 156714 151243 4452 1019 22481 2937 18704 840 517302 465572 51730 67257 53806 13451 PRODUCTION BUILD EXP. 468823 468823 CONCESSION SERVICES 49752 49752 PRODUCTION EQUIPMENT RE 12576 12576 8194776 6415852 1268590 510334 2796 2404 2933850 2742390 190586 942562 50276 46033 357937 406575 16036474 9148490 6866786 6887984 10635095 13669485 4524006 3515104 372816 391604 25934148 28604141 142730 273334 1288045 1312147 7841 90018 1438616 1675499 X 13153749 13593110 1558687 3552436 9783096 9783096 24495532 26928642 25934148 28604141 1056033 1377077 0 X 0 1 X 1 0 X 2428982 2363199 2410007 2756909 4286786 14245883 2428982 2363199 2410007 2756909 4286786 14245883 666831 13579052 506842 482755 518934 412755 562917 2484203 11035 16291 20211 4086 12586 64209 16794295 16605339 0.80860 0.82920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17055137 18788 2882791 1705468 18251248 16245447 21385 2054372 1266067 17055137 17065190 18053 242408 1080204 16245447 15098531 15570 3198003 1246914 17065190 14552124 14152 1852255 1320000 15098531 0.31350 0.53600 0.15050 0 0 12636710 6855717 5780993 2920707 2292773 627934 479057 479057 6887984 T ROWE PRICE EQUITY INCOME FD 1887275 F VANGUARD EQUITY INCOME 1627829 F 3515104 CAPITAL LEASE PAYABLE 6218 OTHER LIABILITIES 83800 90018 X 10800874 1377077 172988 1550065 9250809 0 9250809 8367764 172988 172988 8194776 0 8194776 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS ARE RESTRICTED TO INVESTMENT IN PERPETUITY, THE INCOME FROM WHICH IS EXPENDABLE TO SUPPORT EDUCATION, DRAMATURGY, AND ARTISTIC INITIATIVES. BOARD DESIGNATED FUNDS ARE FOR GENERAL OPERATING EXPENSES. PART X, LINE 2: THE THEATER HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS POLICY, THE THEATER MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS EVALUATED THE THEATER'S TAX POSITIONS AND HAS CONCLUDED THAT THE THEATER HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. THE THEATER IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 172,988. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 172,988. X X X X X X X 1 SD&A 5757 WEST CENTURY BLVD 300 LOS ANGELES CA 90045 TELEFUNDING 0 40311 24195 16116 CAMPBELL & CO 1 EAST WACKER DR CHICAGO IL 60601 CAMPAIGN PLANNING 0 0 54535 -54535 40311 78730 -38419 MD GALA 527282 72797 454485 119540 ON LINE AUCTION 138238 2000 136238 53448 665520 74797 590723 172988 172988 417735 X X 0 0 0 0 0 0 0 0 0 STEPHEN RICHARD MANAGING DIRECTOR 175538 0 0 0 79 0 0 0 9772 0 185389 0 0 0 KWAME KWEI-ARMAH ARTISTIC DIRECTOR 173610 0 0 0 18 0 0 0 13525 0 187153 0 0 0 BALTIMORE GAS ELECTIC DANIEL GANAGAN 106530 BG&E PROVIDES ELECTRIC AND DELIVERY SERVICE 0 X 34 19049 FMV X TICKETS 118 36305 FMV X HOME, GARDEN 49 24713 FMV X BOUTIQUE 63 19562 FMV X HEALTH & BEAU 38 12456 FMV X SPORTS & HOBB 33 11270 FMV X JEWELRY 16 10593 FMV X ONE OF A KIND 19 6515 FMV X MEMORABILIA 9 1025 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 REQUESTS FOR INFORMATION IS DISSEMINATED TO THE RESPONSIBLE MANAGERS WITHIN THE ORGANIZATION BY THE DIRECTOR OF FINANCE. MATTERS PERTAINING TO CONTRIBUTED INCOME ARE FURNISHED BY THE DIRECTOR OF DEVELOPMENT, PAYROLL BY THE BUSINESS MANAGER, FINANCIAL BY THE DIRECTOR OF FINANCE, AND GOVERNANCE/COMPLIANCE BY THE CHAIR OF THE BOARD OF TRUSTEES COMMITTEE. A DRAFT 990 IS COMPILED BY THE DIRECTOR OF FINANCE (DOF) AND DISTRIBUTED TO: THE CHAIR OF THE BOARD OF TRUSTEES COMMITTEE, CHAIR OF THE BOARD OF TRUSTEES AUDIT COMMITTEE, MANAGING DIRECTOR, AND DEVELOPMENT DIRECTOR FOR REVIEW. EDITS ARE COLLECTED AND INPUT BY DOF AND THE DOCUMENT IS SUBMITTED TO OUR INDEPENDENT TAX ADVISOR FIRM MCGLADREY LLP WHO REVIEWS THE INFORMATION AND FILLS OUT THE FORM. A PRELIMINARY RETURN IS DISSEMINATED TO THE OFFICERS AND BOARD FOR FINAL REVIEW PRIOR TO FINAL SUBMISSION TO IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS APPLICABLE TO ALL TRUSTEES AND OFFICERS AND TO ANY EMPLOYEE WHO CAN INFLUENCE THE ACTIONS OF CENTERSTAGE. IT IS THE POLICY OF THE BOARD OF TRUSTEES THAT THE EXISTENCE OF ANY CONFLICT OF INTEREST SHALL BE DISCLOSED BEFORE ANY RELATED TRANSACTION IS CONSUMMATED. IT SHALL BE THE CONTINUING RESPONSIBILITY OF TRUSTEES, OFFICERS AND EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTEREST AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO MAKE SUCH DISCLOSURE. TRUSTEES, OFFICERS AND EMPLOYEES WHO HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST SHOULD NOT PARTICIPATE IN DISCUSSIONS OR VOTE ON MATTERS AFFECTING TRANSACTIONS GIVING RISE TO THE CONFLICT. A CONFLICT OF INTEREST QUESTIONNAIRE WILL BE DISTRIBUTED ANNUALLY TO ASCERTAIN ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ON THE PART OF ALL CENTERSTAGE TRUSTEES. THE MANAGING DIRECTOR WILL RECOMMEND A LIST OF EMPLOYEES TO THE BOARD OF TRUSTEES COMMITTEE WHO SHOULD BE ASKED TO COMPLETE THIS QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 EVERY SEASON EMPLOYEES COMPENSATION IS EVALUATED AND COMPARED WITH DATA AVAILABLE THROUGH OUR TRADE ORGANIZATION, THEATER COMMUNICATIONS GROUP. SALARY LEVELS ARE REVIEWED AND APPROVED BY THE MANAGING DIRECTOR, HUMAN RESOURCES AND/OR DIRECTOR OF FINANCE. THE MANAGING DIRECTOR AND ARTISTIC DIRECTORS COMPENSATION PACKAGE IS DETERMINED, REVIEWED AND APPROVED BY THE PRESIDENT OF THE BOARD OF TRUSTEES. EMPLOYMENT UNDERSTANDING MEMOS ARE ISSUED AND SIGNED BY EACH EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR PUBLIC INSPECTION AT OUR THEATERS'S OFFICES AND ARE AVAILABLE ELECTRONICALLY OR IN PAPER UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, OUR FINANCIAL STATEMENTS AND TAX RETURNS ARE POSTED ON OUR WEBSITE. FORM 990, PART IX, LINE 11G INCLUDES FEES PAID TO ARTISTIC CONSULTANTS (DIRECTORS, CHOREOGRAPHERS, SPEECH COACHES, DRAMATURGES, PLAYWRIGHTS, COMPOSERS AND CASTING DIRECTORS) AND SET, COSTUME, LIGHT AND SOUND DESIGNERS.