2026-03-04T15:35:58-06:00 2025-08-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2024-09-01 526073157 FORD'S THEATRE SOCIETY FORD 2026382941 514 TENTH STREET NW WASHINGTON DC 200041407 PAUL TETREAULT DIRECTOR 2026382941 2026-03-03 1 1 JULIA FLANNERY P00928918 3012963600 2026-03-03 2024 2025-03-06 01:10:19Z PAUL TETREAULT 514 TENTH STREET NW WASHINGTON DC 200041407 18506838 0 X WWW.FORDS.ORG X 1967 DC FORD'S THEATRE EXPLORES THE LEGACY OF PRESIDENT ABRAHAM LINCOLN AND CELEBRATES THE AMERICAN EXPERIENCE THROUGH THEATRE AND EDUCATION. 59 58 263 300 0 0 20182567 9296186 6111777 6181418 555040 543935 -456998 302045 26392386 16323584 0 0 0 0 9556761 9939566 0 0 1663687 6639339 7123666 16196100 17063232 10196286 -739648 91474977 95926566 14088260 17776847 77386717 78149719 FORD'S THEATRE EXPLORES THE LEGACY OF PRESIDENT ABRAHAM LINCOLN AND CELEBRATES THE AMERICAN EXPERIENCE THROUGH THEATRE AND EDUCATION. 0 0 13206219 6181418 DURING FY25, APPROXIMATELY 357,000 PATRONS VISITED HISTORIC FORD'S THEATRE. THE FTS MAINSTAGE PRODUCTIONS MR. LINCOLN, A CHRISTMAS CAROL, AND SISTER ACT ENTERTAINED OVER 70,000 LOCAL, NATIONAL, AND INTERNATIONAL PATRONS. ADDITIONALLY, EDUCATIONAL PROGRAMS AND OUTREACH SERVED OVER 23,500 LOCAL AND NATIONAL STUDENTS, TEACHERS, AND LEANERS THROUGH FIELD TRIPS, STUDENT MATINEES, WORKSHOPS, DISTANCE LEARNING, AND ORATORY FESTIVAL. 13206219 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 140 0 1 263 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 59 58 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AZ AR CA CO CT DE FL GA ID IL IN IA KS KY LA MA ME MD MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA WA WI WV WY VT X X X THE ORGANIZATION 2026382941 514 TENTH STREET NW WASHINGTON DC 200041407 PHEBE N NOVAKOVIC CHAIRMAN 1.50 X X 0 0 0 DAVID H LONG VICE CHAIRMAN 1.00 X X 0 0 0 HEATHER PODESTA VICE CHAIRMAN 1.00 X X 0 0 0 BJ AGUGLIARO TREASURER 1.00 X X 0 0 0 RAY DEMPSEY JR SECRETARY 1.00 X X 0 0 0 ERIC A SPIEGEL CHAIRMAN EMERITUS 1.00 X X 0 0 0 CAROLINE ADERHOLT TRUSTEE 1.00 X 0 0 0 RIMA AL-SABAH TRUSTEE 1.00 X 0 0 0 EVA AL-THANI TRUSTEE 1.00 X 0 0 0 BRIAN C ANDERSON TRUSTEE 1.00 X 0 0 0 STEVEN G BARRY TRUSTEE 1.00 X 0 0 0 ANDY BLOCKER TRUSTEE 1.00 X 0 0 0 ABIGAIL P BLUNT TRUSTEE 1.00 X 0 0 0 JOYCE M BRAYBOY TRUSTEE 1.00 X 0 0 0 CYNTHIA J BRINKLEY TRUSTEE 1.00 X 0 0 0 IAN CAMERON TRUSTEE 1.00 X 0 0 0 HON ELAINE L CHAO TRUSTEE 1.00 X 0 0 0 DIANNE CLEAVER TRUSTEE 1.00 X 0 0 0 ART COLLINS TRUSTEE 1.00 X 0 0 0 SANDY CORNYN TRUSTEE 1.00 X 0 0 0 KASEY A CROWLEY TRUSTEE 1.00 X 0 0 0 HON DEBORAH I DINGELL TRUSTEE 1.00 X 0 0 0 GLORIA STORY DITTUS TRUSTEE 1.00 X 0 0 0 LAWRENCE DUNCAN III TRUSTEE 1.00 X 0 0 0 JAMES W DYER TRUSTEE 1.00 X 0 0 0 THERESA M FARIELLO TRUSTEE 1.00 X 0 0 0 KARYN M FRIST TRUSTEE 1.00 X 0 0 0 BRUCE A GATES TRUSTEE 1.00 X 0 0 0 ANDY GREEN TRUSTEE 1.00 X 0 0 0 CHRISSY HAGERTY TRUSTEE 1.00 X 0 0 0 MICHAEL R HEMMERICH TRUSTEE 1.00 X 0 0 0 SUSAN HESS TRUSTEE 1.00 X 0 0 0 MRS ROBIN HICKENLOOPER TRUSTEE 1.00 X 0 0 0 ELIZABETH JACKSON HODGES TRUSTEE 1.00 X 0 0 0 HON SVEN ERIK HOLMES TRUSTEE 1.00 X 0 0 0 GHADA RASLAN IRANI TRUSTEE 1.00 X 0 0 0 FRANK F ISLAM TRUSTEE 1.00 X 0 0 0 HON ALPHONSO JACKSON TRUSTEE 1.00 X 0 0 0 NORMAN JEMAL TRUSTEE 1.00 X 0 0 0 ELIZABETH BAKER KEFFER TRUSTEE 1.00 X 0 0 0 RITU AHUJA KHANNA TRUSTEE 1.00 X 0 0 0 EVAN A KNISELY TRUSTEE 1.00 X 0 0 0 KENT KNUTSON TRUSTEE 1.00 X 0 0 0 MARC S LAMPKIN TRUSTEE 1.00 X 0 0 0 FRANCES R LINDNER TRUSTEE 1.00 X 0 0 0 MARLENE A MALEK TRUSTEE 1.00 X 0 0 0 SUSAN J BLUMENTHAL MARKEY MD TRUSTEE 1.00 X 0 0 0 JUDY MCCARTHY TRUSTEE 1.00 X 0 0 0 HON WILLIAM F MCSWEENY TRUSTEE 1.00 X 0 0 0 CATHERINE MERRILL TRUSTEE 1.00 X 0 0 0 AYESHA K MOLINO TRUSTEE 1.00 X 0 0 0 NOEMI K NEIDORFF TRUSTEE 1.00 X 0 0 0 KELLEY PAUL TRUSTEE 1.00 X 0 0 0 VICKI RISCH TRUSTEE 1.00 X 0 0 0 HON FREDERICK J RYAN JR TRUSTEE 1.00 X 0 0 0 CHARLES SEGARS TRUSTEE 1.00 X 0 0 0 LOUISE TAPER TRUSTEE 1.00 X 0 0 0 HON MICHAEL R TURNER TRUSTEE 1.00 X 0 0 0 IRIS WEINSHALL TRUSTEE 1.00 X 0 0 0 PAUL TETREAULT DIRECTOR 40.00 X 618297 0 91121 JOSHUA DREW BRYNER DIRECTOR OF FINANCE 40.00 X 127162 0 41942 KRISTIN FOX-SIEGMUND DEPUTY DIR AND DIR OF PROGRAMMING 40.00 X 192578 0 38381 TAMARA TUROFF KEOUGH DIRECTOR OF DEVELOPMENT 40.00 X 190371 0 34847 ANDREW FOX HEAD CARPENTER 40.00 X 145704 0 33607 LEAH FRELINGHUYSEN DIR OF COMMUICATIONS AND MARKETING 40.00 X 144719 0 6911 TEELA FOXWORTH DIR OF ACCESSIBILITY AND ENGAGEMENT 40.00 X 115283 0 16710 1534114 0 263519 13 0 1 0 CONSIGLI CONSTRUCTION CO INC 72 SUMNER STREET MILFORD MA 01757 CONSTRUCTION 9088172 WASHINGTON PROFESSIONAL SYSTEMS 11242 GRANDVIEW AVENUE WHEATON MD 20902 THEATRICAL EQUIPMENT 539482 F & D SCENE CHANGES LTD 2B 803-24 AVENUE SE CALGARY CA T2G 1P5 THEATRICAL SCENERY 348590 OTJ ARCHITECTS 555 11TH STREET NW STE 200 WASHINGTON DC 20004 ARCHITECTURAL SERVICES 212040 RED COATS INC PO BOX 79579 BALTIMORE MD 21279 CUSTODIAL SERVICES 199935 12 886726 8409460 9296186 PRODUCTION REVENUE 711110 4534059 4534059 TOUR ADMISSION FEES 711110 1337699 1337699 RESTORATION FEES 711110 301400 301400 EDUCATION INCOME 711110 8260 8260 6181418 544216 544216 15968 15968 2182973 2183254 -281 -281 -281 CONCESSION INCOME 900099 234990 234990 OTHER REVENUE 900099 51087 51087 286077 16323584 6181418 0 845980 754444 583908 96977 73559 6939380 5563888 674828 700664 557677 425031 132646 1088403 800118 183663 104622 599662 474496 67968 57198 365 190 175 46800 46800 6599 6599 22945 22945 291797 166801 71796 53200 331552 331552 92924 64467 12308 16149 251601 66067 185534 330163 330163 1463436 1157227 168944 137265 48103 44465 274 3364 3915 3915 1743453 1378653 201271 163529 169091 133711 19520 15860 PRODUCTION 1258559 1258559 HOUSING 146073 145413 660 MEALS & ENTERTAINMENT 45459 42465 1122 1872 GOV'T & PROF FEES 24776 14647 8719 1410 846055 220483 297836 327736 17063232 13206219 2193326 1663687 3709194 3512875 9850753 8134672 24717 72672 514329 528861 84582791 21461130 57014480 63121661 12433007 14486559 7073319 5572182 855178 497084 91474977 95926566 4800256 1312939 428148 631097 7739441 15000000 1120415 832811 14088260 17776847 X 29977502 62415952 47409215 15733767 77386717 78149719 91474977 95926566 -739648 1502650 0 X 0 1 X 1 0 X 6659069 15106256 9135765 20182567 9296186 60379843 150369 4411490 5329394 6111777 6181418 22184448 6809438 19517746 14465159 26294344 15477604 82564291 1166882 1471727 2678782 8809784 1667007 15794182 0 1166882 1471727 2678782 8809784 1667007 15794182 66770109 408613 420891 560109 561268 560184 2511065 408613 420891 560109 561268 560184 2511065 36652 268900 224928 185828 286077 1002385 7254703 20207537 15250196 27041440 16323865 86077741 0.77570 0.73490 0.02920 0.02520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6599 6599 17033688 17040287 1000000 250000 0 0 909473 1000000 995524 1000000 3904997 5857496 5880 4391 7479 6599 24349 227368 250000 248881 250000 976249 1464374 X 0 13271134 1619079 879350 22945 13987918 11937784 2210018 854570 22098 13271134 12147226 645105 834257 20290 11937784 13863684 -1696458 20000 12147226 11367508 2698456 182280 20000 13863684 0.00000 0.38000 0.62000 0 0 767621 767621 67056396 9666624 57389772 13028975 9019343 4009632 3256668 2418251 838417 473131 356912 116219 63121661 VANGUARD 500 INDEX FD ADMIRAL 5572182 F 5572182 OPERATING LEASE LIABILITY 511702 DEFERRED COMPENSATION LIABILITY 321109 832811 X 18311867 1502650 508578 2011228 16300639 22945 22945 16323584 17548865 508578 508578 17040287 22945 22945 17063232 PART III, LINE 4: FORD'S THEATRE SOCIETY OWNS ARTWORK THAT IS RELATED TO THE HISTORY OF THE FORD'S THEATRE BUILDING, ACTIVITIES OF THE FORD'S THEATRE SOCIETY OR THE HISTORY OF ABRAHAM LINCOLN CONSISTENT WITH THE FORD'S THEATRE SOCIETY MISSION. PART V, LINE 4: THE FRANKIE HEWITT ENDOWMENT, WAS ESTABLISHED THROUGH RESTRICTED CONTRIBUTIONS FROM DONORS. IT REQUIRES THAT, IN PERPETUITY, THE PRINCIPAL BE INVESTED AND THAT THE INCOME ONLY BE USED FOR UNRESTRICTED OPERATING ACTIVITIES. THE SOCIETY'S ENDOWMENT ALSO INCLUDES FUNDS INTERNALLY DESIGNATED BY THE BOARD OF TRUSTEES TO BE HELD IN RESERVES TO SUPPORT FUTURE YEARS' OPERATIONS AND PROVIDE A RESOURCE FOR UNEXPECTED DOWNTURNS. PART X, LINE 2: THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3) AND, THEREFORE, QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION. THE SOCIETY HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(2). THE SOCIETY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE INTERNAL REVENUE SERVICE (IRS). IN ADDITION, THE SOCIETY IS SUBJECT TO INCOME TAX ON NET INCOME DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. HOWEVER, MANAGEMENT HAS DETERMINED THAT THE SOCIETY IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX. THEREFORE, THE SOCIETY HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. MANAGEMENT HAS CONCLUDED THAT THE SOCIETY HAS NO UNCERTAIN TAX POSITIONS. X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 PAUL TETREAULT DIRECTOR 418297 0 200000 0 0 0 57388 0 33733 0 709418 0 0 0 KRISTIN FOX-SIEGMUND DEPUTY DIR AND DIR OF PROGRAMMING 185578 0 7000 0 0 0 7927 0 30454 0 230959 0 0 0 TAMARA TUROFF KEOUGH DIRECTOR OF DEVELOPMENT 184710 0 5661 0 0 0 7830 0 27017 0 225218 0 0 0 ANDREW FOX HEAD CARPENTER 143704 0 2000 0 0 0 10199 0 23408 0 179311 0 0 0 JOSHUA DREW BRYNER DIRECTOR OF FINANCE 122162 0 5000 0 0 0 5461 0 36481 0 169104 0 0 0 LEAH FRELINGHUYSEN DIR OF COMMUICATIONS AND MARKETING 140541 0 4178 0 0 0 5789 0 1122 0 151630 0 0 0 PART I, LINE 1A WHEN CERTAIN CONDITIONS ARE MET, DOMESTIC FIRST CLASS, INTERNATIONAL BUSINESS CLASS, AND TRAVEL FOR A COMPANION ARE PERMITTED IN THE EXECUTIVE TRAVEL POLICY. THESE BENEFITS WERE NOT USED DURING THE YEAR. PART I, LINE 4B THE FOLLOWING EMPLOYEES PARTICIPATED IN NON-QUALIFIED 457F RETIREMENT PLAN: PAUL TETREAULT - DURING THE TAX YEAR, $43,588 WAS SET ASIDE AS A CONTRIBUTION TO HIS SECTION 457(F) ACCOUNT. PART I, LINE 7 THE DIRECTOR RECEIVED A PERFORMANCE BONUS. THE AMOUNT IS DETERMINED ANNUALLY AND IS AT THE DISCRETION OF THE EXECUTIVE COMMITTEE. FOR ALL OTHER EMPLOYEES, ALTHOUGH NEVER GUARANTEED, BONUS PAYMENTS ARE RECOMMENDED BY SENIOR MANAGEMENT TO THE FINANCE AND EXECUTIVE COMMITTEES IN SOME CASES WHEN SURPLUS FUNDS ARE AVAILABLE AT THE END OF THE FISCAL YEAR. THE SPECIFIC AMOUNTS ARE DETERMINED YEAR TO YEAR. NORMAN JEMAL BOARD MEMBER 494732 THE ORGANIZATION LEASED LOBBY SPACE FROM JEMALS ATLANTIC LLC WHICH IS AN ENTITY CONTROLLED BY DOUGLAS DEVELOPMENT CORPORATION. NORMAN JEMAL IS PRINCIPAL AND SENIOR VICE PRESIDENT OF DOUGLAS DEVELOPMENT CORPORATION. 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO THE FINAL SUBMISSION OF THE 990, IT IS REVIEWED BY THE DIRECTOR OF FINANCE AND SENIOR MANAGMENT. NEXT, IT IS PRESENTED TO THE CHAIR OF THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR APPROVAL AND DISTRIBUTED ELECTRONICALLY TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C AS A CONDITION FOR HIRING, EACH INDIVIDUAL SHALL DISCLOSE TO THE DIRECTOR OR PERSON IN CHARGE OF HR ADMINISTRATION, IN WRITING, ANY FINANCIAL, PROPRIETARY OR PERSONAL INTERESTS THAT MIGHT BE CONSTRUED AS BEING IN CONFLICT WITH HIS OR HER DUTY TO FORD'S THEATRE SOCIETY. ALL EMPLOYEES ARE REQUIRED TO SIGN AND HAND IN THE "CONFLICT OF INTEREST" FORM. WHILE EMPLOYED AT FORD'S THEATRE SOCIETY, EMPLOYEES SHALL COMPLY WITH THIS CONFLICT OF INTEREST POLICY AND AVOID EVEN THE APPEARANCE OF IMPROPRIETY. EMPLOYEES HAVE AN ONGOING DUTY TO REPORT TO THE DIRECTOR OR PERSON IN CHARGE OF HR ADMINISTRATION, IN WRITING, ANY PARTICULAR SITUATION RELATING TO PREVIOUSLY DISCLOSED INTERESTS, OR ANY CIRCUMSTANCE IN WHICH A POTENTIAL CONFLICT OF INTEREST MAY ARISE. THE DIRECTOR WILL DETERMINE THE EXISTENCE OF A CONFLICT OF INTEREST. IF A CONFLICTING INTEREST EXISTS, THE DIRECTOR WILL DETERMINE THE APPROPRIATE STEPS TO BE TAKEN UNDER THE CIRCUMSTANCES. POSSIBLE STEPS INCLUDE BUT ARE NOT LIMITED TO (1) REQUIRING THE INTERESTED EMPLOYEE TO REFRAIN FROM PARTICIPATING IN ANY DECISION OR POLICY MAKING IN A PENDING MATTER RELATING TO THE CONFLICT OF INTEREST, (2) REQUIRING THE EMPLOYEE TO DIVEST HIMSELF OR HERSELF OF THE CONFLICTING INTEREST, OR (3) IN SUFFICIENTLY SERIOUS SITUATIONS, TERMINATION OF EMPLOYMENT. EACH TRUSTEE SHALL PREPARE AND DELIVER TO THE SOCIETY A CONFLICTS OF INTEREST STATEMENT, WHICH SHALL DESCRIBE IN DETAIL ANY EXISTING CONFLICTS OF INTEREST AND WHICH SHALL OBLIGATE SUCH TRUSTEE TO DISCLOSE ANY FUTURE CONFLICTS OF INTEREST AS AND WHEN THEY ARISE. SUCH CONFLICTS OF INTEREST STATEMENTS SHALL BE DELIVERED AT EACH ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION LEVEL OF THE DIRECTOR IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. A COMPENSATION STUDY AND INDEPENDENT CONSULTANT ARE USED DURING THEIR DELIBERATION, AND THEIR DECISIONS ARE DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FEDERAL FORM 990 IS POSTED ON THE ORGANIZATION'S WEBSITE AND A THIRD PARTY'S WEBSITE, GUIDESTAR. THE AUDITED FINANCIAL STATEMENTS ARE ALSO POSTED ON THE ORGANIZATION'S WEBSITE. THE SOCIETY'S GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE AVAILABLE BY REQUEST.