MANAGING DIRECTOR

2014-01-14T14:42:32-06:00 2013-05-31 271235638 MOUNTJOY CHILTON MEDLEY LLP 462 S FOURTH ST SUITE 2600 LOUISVILLE KY 402023445 990 2012-06-01 610645030 ACTORS THEATRE OF LOUISVILLE INC ACTO 5025841265 316 WEST MAIN STREET LOUISVILLE KY 40202 JENNIFER BIELSTEIN MANAGING DIRECTOR 5025841265 2014-01-13 1 REBECCA L PHILLIPS CPA P00024055 5027491900 2012 2015-11-30 17:44:51Z JENNIFER BIELSTEIN 316 WEST MAIN STREET LOUISVILLE KY 40202 13376843 0 X WWW.ACTORSTHEATRE.ORG X 1964 KY TO PROMOTE THE ADVANCEMENT OF THEATRICAL ARTS. 37 37 346 1000 0 0 3312253 5559713 3573587 3373134 677160 745916 506328 594561 8069328 10273324 58396 58200 0 0 4944630 5212291 0 0 459265 4440352 4565480 9443378 9835971 -1374050 437353 24985593 26269975 1417354 1396022 23568239 24873953 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 8110020 58200 3440177 CELEBRATING 50 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 ALMOST 500 PERFORMANCES ANNUALLY AND DELIVERS A BROAD RANGE OF PROGRAMMING INCLUDING CLASSICAL REPERTORY AND CONTEMPORARY WORK. IN 2013, ACTORS WELCOMED MORE THAN 160,000 PATRONS AND GUESTS TO THE THEATRE, AND PROVIDED ARTS EDUCATION EXPERIENCES TO MORE THAN 17,000 YOUNG PEOPLE IN THE REGION. ACTORS IS HOME TO THE HUMANA FESTIVAL OF NEW AMERICAN PLAYS AND, IN 37 YEARS, THE THEATRE HAS PRODUCED NEARLY 450 PREMIERES BY MORE THAN 300 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. 8110020 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 1 148 0 1 346 1 0 0 0 0 0 1 1 0 0 0 0 X 37 37 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 THEODORE H NIXON PRESIDENT 5.00 X X 0 0 0 ELIZABETH DAVIS VICE-PRESIDENT 5.00 X X 0 0 0 PHILIP C ESCHELS SECRETARY 5.00 X X 0 0 0 ELIZABETH ROUNSAVALL TREASURER 5.00 X X 0 0 0 MICHAEL J KEYES 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 BRUCE C MERRICK DIRECTOR 1.00 X 0 0 0 CHRISTEN MCDONOUGH BOONE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER TYSON GORMAN DIRECTOR 1.00 X 0 0 0 DEBRA M MURPHY DIRECTOR 1.00 X 0 0 0 JENNIFER L BLUM DIRECTOR 1.00 X 0 0 0 KEVIN GRANGIER DIRECTOR 1.00 X 0 0 0 LAURA DOUGLAS DIRECTOR 1.00 X 0 0 0 MARK T HURST 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 PATRICIA W BALLARD DIRECTOR 1.00 X 0 0 0 ROBERT P BANKS DIRECTOR 1.00 X 0 0 0 ROBERT N SHAW DIRECTOR 1.00 X 0 0 0 ROANNE H VICTOR DIRECTOR 1.00 X 0 0 0 STEPHEN E STOWERS DIRECTOR 1.00 X 0 0 0 THEODORE S ROSKY DIRECTOR 1.00 X 0 0 0 THOMAS W MUELLER DIRECTOR 1.00 X 0 0 0 TODD P LOWE DIRECTOR 1.00 X 0 0 0 TOM ARONSON DIRECTOR 1.00 X 0 0 0 TURNEY P BERRY DIRECTOR 1.00 X 0 0 0 CAROLLE JONES CLAY DIRECTOR 1.00 X 0 0 0 STEWART LUSSKY DIRECTOR 1.00 X 0 0 0 MARILYN SCHORIN PHD RD DIRECTOR 1.00 X 0 0 0 WENDY SIRCHIO DIRECTOR 1.00 X 0 0 0 JOHN L TATE DIRECTOR 1.00 X 0 0 0 LINDA VALENTINE DIRECTOR 1.00 X 0 0 0 DEBORAH WEXLER DIRECTOR 1.00 X 0 0 0 JEFFREY P CALLEN MD DIRECTOR 1.00 X 0 0 0 PAUL B KUSSEROW DIRECTOR 1.00 X 0 0 0 JALEIGH WHITE DIRECTOR 1.00 X 0 0 0 JENNIFER BIELSTEIN MANAGING DIRECTOR 60.00 X 206791 0 15982 LES WATERS ARTISTIC DIRECTOR 60.00 X 149890 0 8401 JOSEF KREBS DIRECTOR OF DEVELOPMENT 40.00 X 113101 0 552 469782 0 24935 3 0 1 0 SD&A TELESERVICES INC 5757 W CENTURY BLVD STE 300 LOS ANGELES CA 90045 TELEMARKETING 184212 1 148368 255014 5156331 121739 5559713 SINGLE TICKETS 900099 1711107 1711107 SUBSCRIPTION TICKET SE 900099 1464959 1464959 TICKET FEES 900099 143323 143323 EDUCATION PROGRAM REVE 900099 53745 53745 3373134 191008 191008 4149 4149 914115 442818 471297 471297 471297 2856806 198345 2487303 12940 369503 185405 554908 554908 212530 148368 160458 52072 52072 AUXILLARY OPERATIONS 900099 66994 66994 MISCELLANEOUS INCOME 900099 49 49 67043 10273324 3440177 0 1273434 58200 58200 358660 164388 194272 3933202 3195661 394423 343118 96736 84778 11958 442308 388671 53637 381385 310387 70998 6200 6200 41020 41020 30634 28971 1663 377829 336803 41026 702185 702185 225132 132564 69933 22635 83787 36029 47758 163819 163819 697516 693616 3900 275973 262299 12116 1558 8668 967 7701 6308 6308 651829 510076 141753 61786 49012 12774 PRODUCTION MATERIALS 504978 504978 GUEST ARTIST HOUSING 293613 293613 AUXILIARY OPERATIONS 94288 94288 CREDIT CARD FEES 85224 85224 254691 127686 36714 90291 9835971 8110020 1266686 459265 385931 299551 670070 422527 1173706 2569484 78517 116555 1000 4242 159370 204338 25111601 14644267 11212734 10467334 7269163 8337076 4028602 3848868 6500 0 24985593 26269975 329601 295284 890929 911959 196824 188779 1417354 1396022 X 15878275 15538701 2159959 3759217 5530005 5576035 23568239 24873953 24985593 26269975 X 437353 879300 -10939 X X 0 1 X 1 0 X 2824117 3156430 5239570 3312253 5559713 20092083 2824117 3156430 5239570 3312253 5559713 20092083 5327734 14764349 1071857 1005002 1217123 972571 1109272 5375825 25467908 19607740 0.57970 0.63870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11297765 34007 1604172 750000 12185944 12399716 82500 -559451 625000 11297765 11117820 1956896 675000 12399716 10544925 711774 611121 750000 11117820 12722790 713200 -2241065 650000 10544925 0.46210 0.45760 0.08030 0 0 1381105 1381105 21961317 13233479 8727838 1769179 1410788 358391 10467334 INVESTMENT IN LIMITED PARTNERSHIPS 3848868 C 3848868 SERP PAYABLE 188779 188779 X 11600679 879300 25850 451176 1356326 10244353 28971 28971 10273324 10294965 25850 462115 487965 9807000 28971 28971 9835971 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009-2012 TAX YEARS REMAIN OPEN AND SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 442,818. LOSS ON SALE OF FIXED ASSET 8,358. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 442,818. UNCOLLECTIBLE PLEDGES 10,939. LOSS ON SALE OF FIXED ASSET 8,358. LOBSTERFEAST 360898 148368 212530 26022 3000 72522 1274 57640 360898 148368 212530 26022 3000 72522 1274 57640 160458 52072 1 APPRENTICE/INTERNSHIP GRANTS TO ASSIST WITH COST OF LIVING 44 58200 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 JENNIFER BIELSTEIN MANAGING DIRECTOR 202627 0 0 0 4164 0 3790 0 12192 0 222773 0 0 0 LES WATERS ARTISTIC DIRECTOR 149890 0 0 0 0 0 0 0 8401 0 158291 0 0 0 LAURA DOUGLAS LAURA IS A DIRECTOR OF THE ORGANIZATION AND A VP WITH LG&E AND KU ENERGY 281243 UTILITIES 0 PAUL B KUSSEROW PAUL IS A DIRECTOR OF THE ORGANIZATION AND A SR. VP WITH HUMANA 428161 HEALTH INSURANCE 0 X 15 72042 AVG. PRICE ON DONAT. DAY X FOOD 5 13280 FAIR MARKET VALUE X PRINTED ITEMS 2 36417 FAIR MARKET VALUE 0 0 1 1 THIRD PARTY USE: 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 FINANCE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -10,939. FORM 990, PART XI, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE ORGANIZATION MAINTAINS AN AUDIT AND FINANCE 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.