2015-08-14T10:18:49-05:00 2014-09-30 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2013-10-01 630652734 ALABAMA SHAKESPEARE FESTIVAL ALAB 3342715300 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 MICHAEL VIGILANT CHIEF OPERATING OFFICER 3342715300 2015-08-10 1 MARTY A LEE P00187599 3348347660 2015-08-05 2013 2016-04-25 22:37:26Z MICHAEL VIGILANT ONE FESTIVAL DRIVE MONTGOMERY AL 36117 7708158 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 58 131 58 0 0 4026283 4766747 2246178 2457091 52 65 145003 49279 6417516 7273182 0 0 0 0 4026907 4626744 0 13777 437914 2323509 2966714 6350416 7607235 67100 -334053 1759517 1836088 616094 1026718 1143423 809370 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 6017962 2702023 ALABAMA SHAKESPEARE FESTIVAL OFFERED 9 PRODUCTIONS WITH OVER 209 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30,2014. 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. 6017962 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 1 119 0 131 1 0 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 MR 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 MS 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 178000 0 9758 EVE LOEB DEVELOPMENT DIRECTOR 40.00 X 115018 0 3437 415087 0 22953 3 0 1 0 0 672423 1321486 1097500 1675338 236928 4766747 TICKET SALES 711110 1989680 1989680 SCHOOLFEST INCOME 711110 369641 369641 EDUCATIONAL PROGRAMS 711110 97770 97770 2457091 65 65 25186 0 25186 25186 25186 114908 672423 382853 -267945 -267945 144574 52123 92451 92451 PRESERVATION FEE 711110 152481 152481 OTHER INCOME 900099 47106 47106 199587 7273182 2702023 0 -195588 319585 259682 37668 22235 3840807 3110038 452911 277858 466352 399184 54574 12594 6127 6127 86803 86803 13777 13777 438498 385842 52656 242013 70622 161224 10167 489107 366830 97821 24456 159863 156397 2359 1107 3395 2200 1195 41898 41898 47723 33406 9545 4772 92331 73864 13850 4617 THEATER PRODUCTION EXPE 363378 363378 RENTAL EXPENSE 315227 304049 7452 3726 PRINTING AND POSTAGE 226390 165949 56278 4163 SCRIPTS AND ROYALTY EXP 166071 166071 287890 160450 121654 5786 7607235 6017962 1151359 437914 259131 418350 369215 315508 120812 139360 199625 119341 3574276 2730747 810734 843529 1759517 1836088 269007 458178 318201 248356 300000 28886 20184 616094 1026718 X 506384 1143423 302986 1143423 809370 1759517 1836088 -334053 0 X X 0 1 X 1 0 X 3095068 5415113 4141691 4026283 4766747 21444902 1948690 1977429 1714872 2341609 2601665 10584265 5043758 7392542 5856563 6367892 7368412 32029167 667248 961355 590335 731885 653801 3604624 0 667248 961355 590335 731885 653801 3604624 28424543 27425 20586 26727 30177 25251 130166 27425 20586 26727 30177 25251 130166 59661 -437511 -281703 -138227 -267945 -1065725 148370 153766 151483 213771 199587 866977 5279214 7129383 5753070 6473613 7325305 31960585 0.88940 0.88750 0.00410 0.00350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12204491 3476 1138919 1021486 57870 12267530 11617921 175242 1042700 574177 57195 12204491 10671626 33723 1725042 754726 57744 11617921 11571142 41843 -80474 797250 63635 10671626 11519818 80519 1021188 1050383 11571142 0.44570 0.50500 0.04930 0 1 1 2080521 1364080 716441 1493755 1366667 127088 843529 X PART V, LINE 4: TO PROVIDE SUPPORT TO THE ALABAMA SHAKESPEARE FESTIVAL, INC. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE TAX POSITIONS OF THE FESTIVAL AND CONCLUDED THAT THE FESTIVAL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FESTIVAL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2011. AUCTION 302998 227528 75470 248632 CONCERT - BENEFIT THE BARD 484333 444895 39438 134221 787331 672423 114908 382853 382853 -267945 X 0 0 0 0 0 0 0 0 0 GEOFFREY SHERMAN ARTISTIC DIRECTOR 178000 0 0 0 0 0 0 0 9758 0 187758 0 0 0 X 11 9750 RETAIL VALUE X 17920 RETAIL VALUE X 11 83695 TRADING VALUE X 98 125563 RETAIL VALUE 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 HAS NOT CHANGED ITS PROCESS FOR OVERSIGHT OR SELECTION SINCE THE PRIOR 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