ORLANDO SHAKESPEARE THEATER INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ORLANDO SHAKESPEARE THEATER INC (EIN 59-2931698)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-01-30
- IRS object ID
- 201540309349301009
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-30T09:40:08-06:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593214308 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVERETT WARMUS DURKEE PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1417 E CONCORD STREET | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592931698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORLANDO SHAKESPEARE THEATER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORLA | BusinessNameControlTxt |
| Phone | 4074471700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 E ROLLINS STREET NO 100 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32803 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA LOWNDES | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 4074471700 | PhoneNum |
| Signature | 2015-01-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD A HOFMA CPA | PreparerPersonNm |
| PTIN | P00735723 | PTIN |
| Phone | 4078491569 | PhoneNum |
| Preparation | 2015-01-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RITA LOWNDES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 E ROLLINS STREET NO 100 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,917,539 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ORLANDOSHAKES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | WITH SHAKESPEARE AS OUR STANDARD AND INSPIRATION, THE ORLANDO SHAKESPEARE THEATER, INC. PRODUCES BOLD PROFESSIONAL THEATER, DEVELOPS NEW PLAYS, AND PROVIDES INNOVATIVE EDUCATIONAL EXPERIENCES THAT ENRICH OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 108 | TotalEmployeeCnt |
| Total Volunteers | 600 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,346,046 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,500,878 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $983,823 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $963,093 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,740 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,505 | CYInvestmentIncomeAmt |
| PY Other Revenue | $354,657 | PYOtherRevenueAmt |
| CY Other Revenue | $360,016 | CYOtherRevenueAmt |
| PY Total Revenue | $2,686,266 | PYTotalRevenueAmt |
| CY Total Revenue | $2,825,492 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,486,713 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,753,696 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $139,452 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,227,711 | PYOtherExpensesAmt |
| CY Other Expenses | $1,243,927 | CYOtherExpensesAmt |
| PY Total Expenses | $2,714,424 | PYTotalExpensesAmt |
| CY Total Expenses | $2,997,623 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$28,158 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$172,131 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,777,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,675,618 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $312,845 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $383,557 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,464,192 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,292,061 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WITH SHAKESPEARE AS OUR STANDARD AND INSPIRATION, THE ORLANDO SHAKESPEARE THEATER, INC. PRODUCES BOLD PROFESSIONAL THEATER, DEVELOPS NEW PLAYS, AND PROVIDES INNOVATIVE EDUCATIONAL EXPERIENCES THAT ENRICH OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,347,503 | ExpenseAmt |
| Revenue | $1,063,021 | RevenueAmt |
| Desc | THE ORLANDO SHAKESPEARE THEATER SEASON INCLUDES A SIX-PLAY SIGNATURE SERIES WITH A CAST OF PROFESSIONAL ACTORS FROM AROUND THE COUNTY AND A TWO-PLAY STUDIO SERIES (ALONG WITH PLAYFEST!) FOCUSED ON BRINGING NEW PLAYS TO LIFE. DURING THE 2013-2014 SEASON, THE THEATER CONDUCTED 206 PERFORMANCES. THE TAMING OF THE SHREW SOLD 3,339 TICKETS, DRACULA SOLD 2,259 TICKETS, IT'S A WONDERFUL LIFE RADIO PLAY SOLD 4,257 TICKETS, NICHOLAS NICKLEBY PARTS 1 AND 2 SOLD 3,270 AND 3,049 TICKETS RESPECTIVELY, JULIUS CAESAR SOLD 2,694 TICKETS. THE CORTEZ METHOD SOLD 791 TICKETS AND PLUTO SOLD 849 TICKETS. PLAYFEST! ALSO SOLD 743 TICKETS ACROSS SEVEN NEW PLAY READINGS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $127,582 | ExpenseAmt |
| Revenue | $57,773 | RevenueAmt |
| Desc | ORLANDO SHAKESPEARE THEATER'S EDUCATIONAL PROGRAMS INCLUDE STUDENT MATINEES, IN SCHOOL ARTS INTEGRATION PROGRAMS FOR PRE-K THROUGH 12TH GRADE, PUBLIC WEEKEND CLASSES, SUMMER CAMPS, ACTING INTERNSHIPS AND AN APPRENTICE TRAINING PROGRAM. IN 2013-2014, 12 SUMMER CAMPS WERE OFFERED FOR PRE-K THROUGH 12TH GRADE, INCLUDING THE 21ST ANNUAL THE YOUNG COMPANY (A HIGH SCHOOL SHAKESPEARE PERFORMANCE TROUPE) AND THE 8TH ANNUAL SHAKESPEARE WITH HEART (A PARTNERSHIP WITH UNITED CEREBRAL PALSY OF CENTRAL FLORIDA) AND SPONSORED BY THE UCF EXCEPTIONAL EDUCATION DEPARTMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $76,549 | ExpenseAmt |
| Revenue | $34,664 | RevenueAmt |
| Desc | ORLANDO SHAKESPEARE THEATER'S THEATER FOR YOUNG AUDIENCE SERIES FOCUSES ON PRODUCTIONS FOR CHILDREN TO ENGAGE THEM IN THE ARTS. THE THREE PLAY SERIES CONTAINED 136 PERFORMANCES. SLEEPING BEAUTY SOLD 2,524 TICKETS, A MAGIC TREEHOUSE ADVENTURE N.O. SOLD 3,064 TICKETS, AND THE TRUE STORY OF THE 3 LITTLE PIGS SOLD 1,856 TICKETS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,551,634 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 103 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 108 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | 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 | 0 | 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 | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PJ ALBERT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4074471700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 E ROLLINS STREET NO 100 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32803 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RITA LOWNDES | ||||||
| CHAIR | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUZANNE GILBERT | ||||||
| PRESIDENT | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACK LORD | ||||||
| VICE PRESIDENT | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEAN BOSCO | ||||||
| VICE PRESIDENT | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN QUIGLEY | ||||||
| TREASURER | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHIRLEY D BIAS | ||||||
| SECRETARY | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEITH HESSE | ||||||
| IMMEDIATE PAST PRESIDENT | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN ARKIN | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY ASHBY | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DR MARY PALMER | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CORY TAYLOR | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LYN BERELSMAN | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE ALLEN | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| INGRID CORDELL | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARK MIDDLEBROOK | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DR JOSE FERNANDEZ | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JIM HELSINGER | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARCIA HOPE-GOODWIN | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA JENKINS | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JILL KLING | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LOIS SMITH | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN CONNELLY | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KEN MARGESON | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA MASSEY-FARRELL | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL MCINTOSH | ||||||
| BOARD MEMBER-EMERITI | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER NIESS | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| A BRIAN PHILLIPS | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| VALERIE PICKERT | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LISA PRAST | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ALEXIS PUGH | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JANET RAPP | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| BRYCE WEST | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN SALIBA | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK SANTOS | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DR JOHN SCHELL | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA STRASBERG | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| VALERIE SHAPIRO | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TERESA B COLLING | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TRISHA MARGESON | ||||||
| BOARD MEMBER-EMERITI | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBI TOOHEY | ||||||
| BOARD MEMBER-EMERITI | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARILYN GOLDMAN | ||||||
| BOARD MEMBER-EMERITI | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PJ ALBERT | ||||||
| MANAGING DIRECTOR | 40.00 | Yes (X) | Yes (X) | $62,063 | $0 | $2,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $62,063 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,660 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $515,301 | FederatedCampaignsAmt |
| Fundraising | $28,347 | FundraisingAmt |
| Government Grants | $185,563 | GovernmentGrantsAmt |
| All Other Contributions | $771,667 | AllOtherContributionsAmt |
| Noncash Contributions | $77,696 | NoncashContributionsAmt |
| Total Contributions | $1,500,878 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| THEATER ADMISSIONS | 711110 | $888,628 | $888,628 |
| EDUCATION INCOME | 611710 | $70,595 | $70,595 |
| OTHER PRODUCTION INCOM | 711110 | $3,870 | $3,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $963,093 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,505 | TotalRevenueColumnAmt |
| Exclusion | $1,505 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $230,225 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $37,860 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $192,365 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,365 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $192,365 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $221,838 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $28,347 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $54,187 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,651 | TotalRevenueColumnAmt |
| Exclusion | $167,651 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,825,492 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,155,458 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $169,156 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,359 | TotalAmt |
| Program Services | $69,359 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,430,569 | TotalAmt |
| Program Services | $1,219,169 | ProgramServicesAmt |
| Management And General | $134,465 | ManagementAndGeneralAmt |
| Fundraising | $76,935 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,760 | TotalAmt |
| Program Services | $132,500 | ProgramServicesAmt |
| Management And General | $15,091 | ManagementAndGeneralAmt |
| Fundraising | $3,169 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,008 | TotalAmt |
| Program Services | $84,045 | ProgramServicesAmt |
| Management And General | $12,825 | ManagementAndGeneralAmt |
| Fundraising | $6,138 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,570 | TotalAmt |
| Management And General | $12,570 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,550 | TotalAmt |
| Program Services | $7,550 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,963 | TotalAmt |
| Program Services | $182,458 | ProgramServicesAmt |
| Management And General | $1,604 | ManagementAndGeneralAmt |
| Fundraising | $42,901 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,476 | TotalAmt |
| Program Services | $47,449 | ProgramServicesAmt |
| Management And General | $27,949 | ManagementAndGeneralAmt |
| Fundraising | $8,078 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,142 | TotalAmt |
| Program Services | $91,468 | ProgramServicesAmt |
| Management And General | $33,674 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,254 | TotalAmt |
| Program Services | $24,985 | ProgramServicesAmt |
| Management And General | $1,228 | ManagementAndGeneralAmt |
| Fundraising | $41 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,778 | TotalAmt |
| Program Services | $292,389 | ProgramServicesAmt |
| Management And General | $15,389 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,582 | TotalAmt |
| Program Services | $32,319 | ProgramServicesAmt |
| Management And General | $26,073 | ManagementAndGeneralAmt |
| Fundraising | $2,190 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRODUCTION EXPENSES | $290,247 | $290,247 | |
| DONATED MATERIALS | $77,696 | $77,696 | |
| REPAIRS AND MAINTENANCE | $25,669 | $25,669 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,997,623 | TotalAmt |
| Program Services | $2,551,634 | ProgramServicesAmt |
| Management And General | $306,537 | ManagementAndGeneralAmt |
| Fundraising | $139,452 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,614 | BOYAmt |
| EOY | $380,686 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,755 | BOYAmt |
| EOY | $206,057 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,787 | BOYAmt |
| EOY | $101,565 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $13,019 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,206 | BOYAmt |
| EOY | $115,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,394,864 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,216,974 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,329,050 | BOYAmt |
| EOY | $2,177,890 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,833,625 | BOYAmt |
| EOY | $2,681,044 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,777,037 | BOYAmt |
| EOY | $5,675,618 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,763 | BOYAmt |
| EOY | $25,987 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,082 | BOYAmt |
| EOY | $357,570 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,845 | BOYAmt |
| EOY | $383,557 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,124,565 | BOYAmt |
| EOY | $3,090,737 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,339,627 | BOYAmt |
| EOY | $2,201,324 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,464,192 | BOYAmt |
| EOY | $5,292,061 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,777,037 | BOYAmt |
| EOY | $5,675,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$172,131 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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 | $885,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,005,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,016,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,346,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,472,531 | CurrentTaxYearAmt |
| Total | $5,726,024 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $885,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,005,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,016,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,346,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,472,531 | CurrentTaxYearAmt |
| Total | $5,726,024 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $97,680 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,628,344 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $229,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $220,308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $218,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $231,730 | CurrentTaxYearAmt |
| Total | $909,252 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $192,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,424 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,870 | CurrentTaxYearAmt |
| Total | $230,708 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,865,984 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,586,647 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83480 | 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 | $478,354 | BeginningYearBalanceAmt |
| Contributions | $26 | ContributionsAmt |
| Investment Earnings Or Losses | $1,343 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26 | OtherExpendituresAmt |
| End Year Balance | $479,697 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $471,801 | BeginningYearBalanceAmt |
| Contributions | $5,044 | ContributionsAmt |
| Investment Earnings Or Losses | $1,569 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60 | OtherExpendituresAmt |
| End Year Balance | $478,354 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $469,127 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,081 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $407 | OtherExpendituresAmt |
| End Year Balance | $471,801 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $462,568 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,559 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $469,127 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $461,285 | BeginningYearBalanceAmt |
| Contributions | $1,283 | ContributionsAmt |
| End Year Balance | $462,568 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,718,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,578,836 | DepreciationAmt |
| Book Value | $2,139,588 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $673,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $637,338 | DepreciationAmt |
| Book Value | $36,651 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,451 | OtherCostOrOtherBasisAmt |
| Depreciation | $800 | DepreciationAmt |
| Book Value | $1,651 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,177,890 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN BUILDING LEASE, NET OF AMORTIZATION | $2,201,324 |
| ENDOWMENTS | $479,697 |
| OTHER ASSETS | $23 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,681,044 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,120,820 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $203,281 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $92,047 | OtherRevenueAmt |
| Revenue Not Reported | $295,328 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,825,492 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,825,492 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,292,951 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $203,281 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $92,047 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $295,328 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,997,623 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,997,623 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE CULTURAL ENDOWMENT PROGRAM FUNDS SHALL BE USED TO SUPPORT THE PURPOSES AND PROGRAMS OF THE ORLANDO SHAKESPEARE THEATER IN SUCH A MANNER AS THE BOARD SHALL FROM TIME TO TIME DETERMINE. THE PLAYLAB ENDOWMENT SHALL BE HELD AND ADMINISTERED EXCLUSIVELY TO SUPPORT THE ACTIVITIES OF THE FESTIVAL'S PLAYLAB. |
| PART X, LINE 2: | THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. AT MAY 31, 2014, THE ORGANIZATION DID NOT INCUR ANY INCOME TAX LIABILITIES FROM UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PRESCRIBE REQUIREMENTS FOR THE RECOGNITION OF INCOME TAXES IN FINANCIAL STATEMENTS, AND THE AMOUNTS RECOGNIZED ARE AFFECTED BY INCOME TAX POSITIONS TAKEN BY THE ORGANIZATION IN ITS TAX RETURNS. THE ORGANIZATION'S STATUS AS A TAX-EXEMPT ENTITY IS DEFINED AS A TAX POSITION. WHILE MANAGEMENT BELIEVES IT HAS COMPLIED WITH THE INTERNAL REVENUE CODE, THE SUSTAINABILITY OF SOME INCOME TAX POSITIONS TAKEN BY THE ORGANIZATION IN ITS TAX RETURNS MAY BE UNCERTAIN. THERE ARE MINIMUM THRESHOLDS OF LIKELIHOOD THAT UNCERTAIN TAX POSITIONS ARE REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION HAS ANY MATERIAL UNCERTAIN TAX POSITIONS AT MAY 31, 2014. IN THE EVENT INTEREST AND PENALTIES WERE DUE RELATING TO AN UNSUSTAINABLE TAX POSITION, THEY WOULD BE TREATED AS A COMPONENT OF INCOME TAX EXPENSE. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. AT MAY 31, 2014, THE FISCAL YEARS 2011 THROUGH 2014 ARE SUBJECT TO EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED WITH REVENUE 37,860. FUNDRAISING EXPENSES REPORTED WITH REVENUE 54,187. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED WITH REVENUE 37,860. FUNDRAISING EXPENSES REPORTED WITH REVENUE 54,187. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $121,871 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $16,236 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $105,635 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $4,693 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $800 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,345 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GUILD | NameOfEvent2Amt |
| Gross Receipts Event2 | $112,348 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $112,348 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $19,282 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $7,681 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $15,966 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $12,111 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $3,855 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $5,979 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $4,930 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,477 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $250,185 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $28,347 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $221,838 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $29,954 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,730 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,503 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $54,187 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $167,651 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6,022 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | STAGE SCENERY | 3 | $7,279 | COST |
| Yes (X) | ADMISSIONS TI | 7 | $2,564 | COST |
| Yes (X) | COMPUTER SERV | 3 | $605 | COST |
| Yes (X) | COMPUTER EQUI | 1 | $526 | COST |
| Yes (X) | BEER INVENTOR | 1 | $500 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | ALTHOUGH THERE ARE SEPERATE COMMITTEES, MINUTES ARE ONLY KEPT FOR THE MAIN BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S CONTROLLER REVIEWS THE FORM 990 BEFORE IT IS SIGNED AND FILED BY THE BOARD CHAIR. THE FORM 990 IS ALSO REVIEWED BY THE BOARD MEMBERS AND VOTED ON, PRIOR TO ISSUANCE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY YEAR EACH BOARD MEMBER SIGNS A NEW CONFLICT OF INTEREST POLICY. THE ORGANIZATION MONITORS HOW BOARD MEMBERS ARE INVOLVED WITH THE ORGANIZATION BASED ON COMMITTEES AND VENDORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF KEY EXECUTIVE EMPLOYEES OF THE ORGANIZATION ARE APPROVED IN ADVANCE BY THE BOARD OF DIRECTORS OR A COMMITTEE OF THE BOARD OF DIRECTORS WHO DO NOT HAVE A CONFLICT OF INTEREST USING APPROPRIATE RELEVANT COMPARABILITY DATA TO DETERMINE THE COMPENSATION AMOUNT. RELEVANT COMPARABILITY DATA INCLUDES COMPENSATION PAID BY SIMILAR ORGANIZATIONS FOR COMPARABLE POSITIONS, AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS AND ACTUAL WRITTEN COMPETING OFFERS FOR THE INDIVIDUAL'S SERVICES. INFORMATION TO DETERMINE THE COMPENSATION IS GATHERED AND THE DECISION IS DOCUMENTED IN THE BOARD MINUTES AND IN THE EMPLOYEE'S FILE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQEUST. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE FROM THE PRIOR YEAR. |