ALABAMA SHAKESPEARE FESTIVAL INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ALABAMA SHAKESPEARE FESTIVAL INC (EIN 63-0652734)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201422279349303307
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-15T12:30:08-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631035228 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSON THORNTON & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 96 | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 361010096 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630652734 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALABAMA SHAKESPEARE FESTIVAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALAB | NameControl |
| Phone | 3342715300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FESTIVAL DRIVE | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36117 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL VIGILANT | Name |
| Title | CHIEF OPERATING OFFICER | Title |
| Phone | 3342715300 | Phone |
| Date Signed | 2014-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTY LEE | Name |
| PTIN | P00187599 | PTIN |
| Phone | 3348347660 | Phone |
| Date Prepared | 2014-08-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL VIGILANT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FESTIVAL DRIVE | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6689730 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASF.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 66 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 66 | NbrIndependentVotingMembers |
| Total Nbr Employees | 202 | TotalNbrEmployees |
| Total Nbr Volunteers | 86 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4141691 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4026283 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1644020 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2246178 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 123 | InvestmentIncomePriorYear |
| Investment Income Current Year | 52 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -73637 | OtherRevenuePriorYear |
| Other Revenue Current Year | 145003 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5712197 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6417516 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4139396 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4026907 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 376392 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2405611 | OtherExpensePriorYear |
| Other Expenses Current Year | 2323509 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6545007 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6350416 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -832810 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 67100 | RevenuesLessExpensesCY |
| Total Assets BOY | 1993412 | TotalAssetsBOY |
| Total Assets EOY | 1759517 | TotalAssetsEOY |
| Total Liabilities BOY | 917089 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 616094 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1076323 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1143423 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5039414 | Expense |
| Revenue | 2429736 | Revenue |
| Description | ALABAMA SHAKESPEARE FESTIVAL OFFERED 9 PRODUCTIONS WITH OVER 264 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30,2013. 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. | Description |
| Total Program Service Expense | 5039414 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 202 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 202 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 66 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 66 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEREK SCOTT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3342715323 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FESTIVAL DRIVE | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36117 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (69 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DR LAURIE JEAN WEIL | |||||||
| BOARD CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| MR GORDON G MARTIN | |||||||
| CO-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 | 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 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 JOHN C COLEMAN | |||||||
| 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 | ||
| COMMISSIONER ELTON DEAN | |||||||
| 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 PAUL FIELDS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MR COLLIN R GASTON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MR ROBERT C GRANFELDT JR | |||||||
| 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 | ||
| DR GAETON LORINO | |||||||
| 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 | ||
| MS MERCERIA LUDGOOD | |||||||
| 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 RICAHRD E NEAL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DR DAVID NEELAND | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MR MYRON PENN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MRS LINDA PUCKETT | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| REVEREND JUDY QUICK | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MRS LEISA RATCLIFFE | |||||||
| 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 | ||
| MRS LESLIE SANDERS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MR B STEPHEN SCHLOSS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DR JOHN W STEWART III | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MRS MELISSA STRANGE | |||||||
| 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 | ||
| MRS PATTI WALLACE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MRS LISA BLACH WEIL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MR ALEX WHALEY | |||||||
| 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 | 120320 | 0 | 8929 | ||
| GEOFFREY SHERMAN | |||||||
| ARTISTIC DIRECTOR | 40.00 | X | 178000 | 0 | 8929 | ||
| EVE LOEB | |||||||
| DEVELOPMENT DIRECTOR | 40.00 | 115018 | 0 | 3137 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 413338 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20995 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 206284 | FundraisingEvents |
| Related Organizations | 1024177 | RelatedOrganizations |
| Government Grants | 822360 | GovernmentGrants |
| All Other Contributions | 1973462 | AllOtherContributions |
| Noncash Contributions | 206284 | NoncashContributions |
| Total Contributions | 4026283 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET SALES | 711110 | 1678727 | 1678727 |
| SCHOOLFEST INCOME | 711110 | 471276 | 471276 |
| EDUCATIONAL PROGRAMS | 711110 | 96175 | 96175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2246178 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52 | TotalRevenueColumn |
| Exclusion | $52 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 465 | TotalRevenueColumn |
| Exclusion | $465 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 29660 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 29660 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29660 | TotalRevenueColumn |
| Exclusion | $29,660 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 77890 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 206284 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 216117 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -138227 | TotalRevenueColumn |
| Exclusion | -$138,227 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 95431 | GrossSalesOfInventory |
| Cost Of Goods Sold | 56097 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39334 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39334 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| PRESERVATION FEE | 711110 | 144224 | 144224 | |
| OTHER INCOME | 900099 | 69547 | $69,547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 213771 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6417516 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2429736 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$38,503 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317928 | Total |
| Program Services | 257662 | ProgramServices |
| Management And General | 36333 | ManagementAndGeneral |
| Fundraising | 23933 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3286716 | Total |
| Program Services | 2665556 | ProgramServices |
| Management And General | 366323 | ManagementAndGeneral |
| Fundraising | 254837 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 422263 | Total |
| Program Services | 338197 | ProgramServices |
| Management And General | 68304 | ManagementAndGeneral |
| Fundraising | 15762 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5204 | Total |
| Management And General | 5204 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58750 | Total |
| Management And General | 58750 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11673 | Total |
| Program Services | 2000 | ProgramServices |
| Management And General | 9673 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319860 | Total |
| Program Services | 290414 | ProgramServices |
| Fundraising | 29446 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216039 | Total |
| Program Services | 77133 | ProgramServices |
| Management And General | 128542 | ManagementAndGeneral |
| Fundraising | 10364 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439817 | Total |
| Program Services | 329863 | ProgramServices |
| Management And General | 87963 | ManagementAndGeneral |
| Fundraising | 21991 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91040 | Total |
| Program Services | 89513 | ProgramServices |
| Management And General | 1309 | ManagementAndGeneral |
| Fundraising | 218 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31862 | Total |
| Management And General | 31862 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42473 | Total |
| Program Services | 29731 | ProgramServices |
| Management And General | 8495 | ManagementAndGeneral |
| Fundraising | 4247 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91379 | Total |
| Program Services | 73103 | ProgramServices |
| Management And General | 13707 | ManagementAndGeneral |
| Fundraising | 4569 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| THEATER PRODUCTION EXPE | 263335 | 263335 | ||
| RENTAL EXPENSE | 253152 | 242389 | 7175 | 3588 |
| PRINTING AND POSTAGE | 135934 | 97696 | 36690 | 1548 |
| SCRIPTS AND ROYALTY EXP | 100306 | 100306 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262685 | Total |
| Program Services | 182516 | ProgramServices |
| Management And General | 74280 | ManagementAndGeneral |
| Fundraising | 5889 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6350416 | Total |
| Program Services | 5039414 | ProgramServices |
| Management And General | 934610 | ManagementAndGeneral |
| Fundraising | 376392 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 502858 | BOY |
| EOY | 259131 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 342463 | BOY |
| EOY | 369215 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120952 | BOY |
| EOY | 120812 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231552 | BOY |
| EOY | 199625 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3493758 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2683024 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 795587 | BOY |
| EOY | 810734 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1993412 | BOY |
| EOY | 1759517 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 486220 | BOY |
| EOY | 269007 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 430869 | BOY |
| EOY | 318201 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 28886 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 917089 | BOY |
| EOY | 616094 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235186 | BOY |
| EOY | 0 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 841137 | BOY |
| EOY | 1143423 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1076323 | BOY |
| EOY | 1143423 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1993412 | BOY |
| EOY | 1759517 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 67100 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6231644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3095068 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5415113 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4141691 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2873712 | CurrentTaxYear |
| Total | 21757228 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2841158 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1948690 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1977429 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1714872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2341609 | CurrentTaxYear |
| Total | 10823758 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9072802 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5043758 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7392542 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5856563 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5215321 | CurrentTaxYear |
| Total | 32580986 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 813092 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 667248 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 961355 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 590335 | CurrentTaxYearMinus1Year |
| Current Tax Year | 731885 | CurrentTaxYear |
| Total | 3763915 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 813092 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 667248 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 961355 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 590335 | CurrentTaxYearMinus1Year |
| Current Tax Year | 731885 | CurrentTaxYear |
| Total | 3763915 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 28817071 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9104 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27425 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20586 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26727 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30177 | CurrentTaxYear |
| Total | 114019 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9104 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27425 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20586 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26727 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30177 | CurrentTaxYear |
| Total | 114019 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 59661 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -437511 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -281703 | CurrentTaxYearMinus1Year |
| Current Tax Year | -300964 | CurrentTaxYear |
| Total | -960517 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 283198 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 148370 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 153766 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 151483 | CurrentTaxYearMinus1Year |
| Total | 736817 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9365104 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5279214 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7129383 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5753070 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4944534 | CurrentTaxYear |
| Total | 32471305 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.88750 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.88270 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00350 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00280 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11617921 | BeginningOfYearBalance |
| Contributions | 175242 | Contributions |
| Investment Earnings Or Losses | 1042700 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 574177 | GrantsOrScholarships |
| Other Expenditures | 57195 | OtherExpenditures |
| End Of Year Balance | 12204491 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10671626 | BeginningOfYearBalance |
| Contributions | 33723 | Contributions |
| Investment Earnings Or Losses | 1725042 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 754726 | GrantsOrScholarships |
| Other Expenditures | 57744 | OtherExpenditures |
| End Of Year Balance | 11617921 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11571142 | BeginningOfYearBalance |
| Contributions | 41843 | Contributions |
| Investment Earnings Or Losses | -80474 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 797250 | GrantsOrScholarships |
| Other Expenditures | 63635 | OtherExpenditures |
| End Of Year Balance | 10671626 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11519818 | BeginningOfYearBalance |
| Contributions | 80519 | Contributions |
| Investment Earnings Or Losses | 1021188 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1050383 | GrantsOrScholarships |
| End Of Year Balance | 11571142 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14263175 | BeginningOfYearBalance |
| Contributions | 37269 | Contributions |
| Investment Earnings Or Losses | -35223 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2745403 | GrantsOrScholarships |
| End Of Year Balance | 11519818 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.16660 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.83340 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2023324 | OtherCostOrOtherBasis |
| Depreciation | 1356061 | Depreciation |
| Book Value | 667263 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1470434 | OtherCostOrOtherBasis |
| Depreciation | 1326963 | Depreciation |
| Book Value | 143471 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 810734 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO PROVIDE SUPPORT TO THE ALABAMA SHAKESPEARE FESTIVAL, INC. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 2010. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 284174 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 206284 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 77890 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 216117 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 284174 | GrossReceiptsTotal |
| Charitable Contributions Total | 206284 | CharitableContributionsTotal |
| Gross Revenue Total Events | 77890 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 216117 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 216117 | DirectExpenseSummaryEvents |
| Net Income Summary | -138227 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GEOFFREY SHERMAN | NamePerson |
| Title | ARTISTIC DIRECTOR | Title |
| Base Compensation Filing Org | 178000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 8929 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 186929 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 12970 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 172822 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18962 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | OTHER | Description |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1530 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS LAURIE WEIL AND LISA WEIL ARE SISTERS-IN-LAW. EVE LOEB AND JOAN LOEB ARE COUSINS-IN-LAW. |
| 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: 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 | THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FESTIVAL DRIVE | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 636183677 | EIN |
| Primary Activities | SUPPORT OF ALABAMA SHAKESPEARE FESTIVAL, INC. | PrimaryActivities |
| Legal Domicile State | AL | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11C, III-FI | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |