2024-05-10T12:46:30-05:00 2023-06-30 871353108 EISNER ADVISORY GROUP LLC 505 SOUTH FLAGLER DRIVE SUITE 900 WEST PALM BEACH FL 33401 990 2022-07-01 650985652 MALTZ JUPITER THEATRE INC MALT 5617432666 1001 E INDIANTOWN ROAD JUPITER FL 33477 ANDREW KATO PROD ARTISTIC DIR & CHIEF EXEC 5617432666 2024-05-06 1 ANDREW KATO XXX-XX-XXXX 1 CHERYL POST P00748554 5618329292 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREW KATO 1001 E INDIANTOWN ROAD JUPITER FL 33477 13256925 0 X WWW.JUPITERTHEATRE.ORG X 2000 FL THE THEATRE IS A PROFESSIONAL REGIONAL THEATRE DEDICATED TO THE PERFORMING ARTS, WHOSE MISSION IS TO ENTERTAIN, EDUCATE AND INSPIRE THE COMMUNITY. 31 31 158 336 0 0 12893138 7620976 1067672 4322186 146480 258593 -45023 132649 14062267 12334404 0 0 0 0 2729499 3913840 0 0 731679 3253191 6333768 5982690 10247608 8079577 2086796 56205912 56936371 13643284 12311373 42562628 44624998 THE THEATRE IS A PROFESSIONAL REGIONAL THEATRE DEDICATED TO THE PERFORMING ARTS, WHOSE MISSION IS TO ENTERTAIN, EDUCATE AND INSPIRE THE COMMUNITY. THE THEATRE ALSO HOUSES ITS CONSERVATORY OF THE PERFORMING ARTS WHICH PROVIDES EDUCATION TO THEATER STUDENTS. 0 0 7216520 4831705 LIVE THEATRE PRODUCTIONS TO ENHANCE PRESENCE OF ART IN THE REGION. IN ADDITION, EDUCATIONAL AND OTHER DEVELOPMENTAL PROGRAMMING FOR THE BENEFIT OF THE GENERAL PUBLIC. 7216520 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 89 0 1 158 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X KRISTEN FELDMAN 5617432666 1001 EAST INDIANTOWN ROAD JUPITER FL 33477 W SCOTT SEELEY CHAIRMAN 1.00 X X 0 0 0 ROBIN B SMITH VICE CHAIR 1.00 X X 0 0 0 MILTON MALTZ CHAIRMAN EMERITUS 1.00 X 0 0 0 DOUG BROWN DIRECTOR 1.00 X 0 0 0 J PHILIP CLARK DIRECTOR 1.00 X 0 0 0 EILEEN DALY DIRECTOR 1.00 X 0 0 0 JANENE EDLIN DIRECTOR 1.00 X 0 0 0 DEBRA A ELMORE TREASURER 1.00 X X 0 0 0 JACK FARBER DIRECTOR 1.00 X 0 0 0 MAXINE POOLE FARRELL DIRECTOR 1.00 X 0 0 0 PAUL A GOLDNER DIRECTOR 1.00 X 0 0 0 ROBERTA E GOLUB DIRECTOR 1.00 X 0 0 0 ROE GREEN DIRECTOR 1.00 X 0 0 0 RODGER H HESS DIRECTOR 1.00 X 0 0 0 JEFFREY R HOOPS DIRECTOR 1.00 X 0 0 0 MARTHA INGRAM DIRECTOR 1.00 X 0 0 0 BRETT LANGBERT SECRETARY 1.00 X X 0 0 0 JAMES M LI DIRECTOR 1.00 X 0 0 0 TAMAR MALTZ DIRECTOR 1.00 X 0 0 0 KAREN T MARCUS DIRECTOR 1.00 X 0 0 0 HANS MAUTNER DIRECTOR 1.00 X 0 0 0 WILLIAM I MORTON DIRECTOR 1.00 X 0 0 0 SALLY B NEFF DIRECTOR 1.00 X 0 0 0 ALCESTE T PAPPAS DIRECTOR 1.00 X 0 0 0 AMIT RASTOGI DIRECTOR 1.00 X 0 0 0 JANIS RUAN DIRECTOR 1.00 X 0 0 0 ROBERT SACHS DIRECTOR 1.00 X 0 0 0 AVERY SOMMERS DIRECTOR 1.00 X 0 0 0 SUSAN NAMM SPENCER DIRECTOR 1.00 X 0 0 0 JOHN A STEVENS DIRECTOR 1.00 X 0 0 0 JAY M WILSON DIRECTOR 1.00 X 0 0 0 LINDA M FLYNN DIRECTOR 1.00 X 0 0 0 JAMES O GOMEZ DIRECTOR 1.00 X 0 0 0 PEGGY KATZ DIRECTOR 1.00 X 0 0 0 JOHN OSHER DIRECTOR 1.00 X 0 0 0 ANDREW KATO CHIEF EXECUTIVE 40.00 X 320839 0 14426 KRISTEN FELDMAN DIRECTOR OF FINANCE 40.00 X 165112 0 10019 485951 0 24445 2 0 1 0 KAUFMAN LYNN CONSTRUCTION INC 3185 S CONGRESS AVENUE DELRAY BEACH FL 33445 CONSTRUCTION MANAGEMENT 12162717 NICO'S PAINTING & PRESSURE WASHING LLC 811 SPRINGDALE CIR PALM SPRINGS FL 33461 CLEANING SERVICE 109205 2 1629907 766540 867548 4356981 135360 7620976 TICKET SALES 711110 4183760 4183760 CHILDRENS THEATRE INCOME 711110 138426 138426 4322186 195811 195811 398233 335451 62782 62782 62782 210200 1629907 587070 -376870 -376870 CONCESSIONS AND SPONSORSHIPS 711110 509519 509519 509519 12334404 4831705 0 -118277 X 488397 263734 185591 39072 2629995 1404468 1009691 215836 13109 7079 4981 1049 591569 260913 290787 39869 190770 102060 73127 15583 37156 30705 1734 4717 7629 7629 1180957 1027485 94410 59062 260861 260861 197563 93113 90996 13454 102177 51247 3404 47526 379719 379719 396047 350733 30072 15242 130184 126676 1058 2450 80 80 503663 503378 190 95 1822533 1275774 364506 182253 260396 182277 52079 26040 HOUSING & LOCAL TRANSPO 238355 238355 SCENERY, COSTUMES & PRO 232384 232384 MISCELLANEOUS 208391 103305 89074 16012 CREDIT CARD FEES 159189 140715 18474 216484 181539 34945 10247608 7216520 2299409 731679 2259207 4118193 9394622 7639353 1681612 1247526 26619 32178 303334 255305 45365589 4328074 40950043 41037515 1005149 1167620 79201 56020 506125 1382661 56205912 56936371 2217838 493331 2907793 2688429 7760440 7797410 757213 1332203 13643284 12311373 X 38982613 40733395 3580015 3891603 42562628 44624998 56205912 56936371 2086796 -24426 0 X 0 1 X 1 0 X 13060309 9412825 15245853 12893138 7620976 58233101 5141989 3649702 225 1067672 4322186 14181774 18202298 13062527 15246078 13960810 11943162 72414875 6629489 4405494 7264771 790473 643950 19734177 0 6629489 4405494 7264771 790473 643950 19734177 52680698 229394 94383 134993 83599 195811 738180 229394 94383 134993 83599 195811 738180 326935 310753 7771 160299 509519 1315277 18758627 13467663 15388842 14204708 12648492 74468332 0.70740 0.69660 0.00990 0.01030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 522869 298437 449135 0 1270441 1905662 130717 74609 112284 0 317610 476415 892209 213017 67945 5551 1167620 152750 748153 511 9205 892209 184350 31600 152750 184350 184350 233015 48665 184350 1.00000 0 0 1850000 1850000 38110608 2505158 35605450 66307 45476 20831 5338674 1777440 3561234 41037515 DEFERRED COMPENSATION 800000 OPERATING LEASE 504179 FINANCE LEASE 28024 1332203 X 12889419 -24426 587070 562644 12326775 7629 7629 12334404 10827049 587070 587070 10239979 7629 7629 10247608 PART X, LINE 2: U.S. GAAP REQUIRES AN ENTITY TO RECORD A TAX BENEFIT OR LIABILITY ASSOCIATED WITH A TAX POSITION TAKEN ON A TAX RETURN WHEN IT IS MORE LIKELY THAN NOT THE POSITION WOULD BE SUSTAINED UPON AUDIT BY A TAXING AUTHORITY. THE ORGANIZATION DOES NOT BELIEVE IT HAS TAKEN, OR EXPECTS TO TAKE, ANY MATERIAL UNCERTAIN TAX POSITIONS ON ITS TAX RETURNS THAT WOULD REQUIRE IT TO RECORD A TAX LIABILITY, INTEREST OR PENALTIES OR A TAX BENEFIT AS OF JUNE 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 587,070. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 587,070. PART V, LINE 1B, CONTRIBUTIONS: FOR FINANCIAL STATEMENT PURPOSES, A CLASSIFICATION CHANGE WAS MADE TO INCREASE THE ENDOWMENT FUNDS FOR PRIOR PERIODS BY MOVING ASSETS FROM UNRESTRICTED TO RESTRICTED. IT SHOULD BE FURTHER NOTED, THIS CLASSIFICATION CHANGE HAD NO NET EFFECT ON THE TOTAL ASSETS OF THE THEATRE. GRAND REOPENING 645700 627800 17900 33764 110975 32088 45548 GALA 715210 556810 158400 86003 70892 14308 33764 2 479197 445297 33900 7062 32637 67276 52753 1840107 1629907 210200 126829 214504 113672 132065 587070 -376870 X X X 0 0 0 0 0 1 0 0 0 ANDREW KATO CHIEF EXECUTIVE 268805 0 52034 0 0 0 8672 0 5754 0 335265 0 0 0 KRISTEN FELDMAN DIRECTOR OF FINANCE 130206 0 34906 0 0 0 4436 0 5583 0 175131 0 0 0 PART I, LINE 6 THE MALTZ JUPITER THEATRE HAS A BONUS PROGRAM FOR ALL ELIGIBLE EMPLOYEES, WHICH PROVIDES FOR TWO TIERS OF CONTINGENT COMPENSATION IF THE THEATRE PERFORMANCE MEETS OR EXCEEDS BUDGET, AS FOLLOWS. 1. PERFORMANCE BONUS: IF ACUTAL NET OPERATING RESULTS FOR THE FISCAL YEAR ("NET ORDINARY INCOME," WHICH EXCLUDES INVESTMENT ACTIVITY, DEBT SERVICE, ETC.) MEETS BUDGET THEN A BONUS OF 2% OF SALARY WOULD BE EARNED BY EACH ELIGIBLE EMPLOYEE. 2. INCENTIVE BONUS: SHOULD ACTUAL NET OPERATING RESULTS EXCEED BUDGET, THEN AN ADDITIONAL INCENTIVE OF 25% OF ANY SURPLUS, LESS THE 2% BONUSES PAID, MAY BE EARNED WITH BOARD APPROVAL. NET OPERATING RESULTS ARE AS REPORTED IN THE THEATRE'S FINANCIAL STATEMENTS, BUT REDUCED BY ANY LONG TERM PLEDGES TO REFLECT ONLY ACTUAL CASH COLLECTED ON SUCH PLEDGES DURING THE PERIOD. X 11 135360 STOCK EXCHANGE 0 0 1 PART I, LINE 32B: ANY NON-CASH CONTRIBUTIONS OF MARKETABLE SECURITIES ARE REQUIRED TO BE DELIVERED TO THE ORGANIZATIONS INVESTMENT ADVISORS FOR LIQUIDATION TO CASH, PURSUANT TO COMPANY POLICY. FORM 990, PART VI, SECTION A, LINE 2 MR. & MRS. MALTZ ARE BOTH BOARD MEMBERS. FURTHER, SOME OF THE BOARD MEMBERS USE ANOTHER BOARD MEMBER AS THEIR INVESTMENT ADVISOR AND THEREFORE, HAS A BUSINESS RELATIONSHIP WITH THEM. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF FORM 990, WITH ALL SCHEDULES, IS PROVIDED TO EACH MEMBER OF THE FINANCE COMMITTEE, WHICH IS A SUB-COMMITTEE OF THE BOARD OF DIRECTORS, FOR THEIR REVIEW AND COMMENT. ALSO, FORM 990 AND SCHEDULE A IS PROVIDED TO EACH BOARD MEMBER TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ON A REGULAR BASIS, ALL INTERESTED PARTIES ARE TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST DIRECTLY TO THE BOARD OF DIRECTORS OR MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED AUTHORITY. FURTHER, ON A PERIODIC BASIS A REVIEW IS PERFORMED TO CONFIRM THAT THE THEATRE'S WRITTEN POLICIES ARE BEING FOLLOWED IN ORDER TO ENSURE THAT THE THEATRE OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND THAT IT DOES NOT ENGAGE IN ANY ACTIVITY THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION B, LINE 15 INDUSTRY DATA, GLEANED FROM A SUBSTANTIAL SURVEY OF THE MAJOR U.S. PROFESSIONAL THEATRES, AS WELL AS OTHER DATA SOURCES SPECIFIC TO THE NON-PROFIT SECTOR, ARE UTILIZED ANNUALLY TO DETERMINE THE APPROPRIATENESS OF CEO AND KEY EMPLOYEE COMPENSATION, AS WELL AS THE COMPENSATION OF NEWLY-CREATED POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE THEATRE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,027,485. MANAGEMENT AND GENERAL EXPENSES 94,410. FUNDRAISING EXPENSES 59,062. TOTAL EXPENSES 1,180,957. MALTZ JUPITER THEATRE FOUNDATION INC (FORMERLY MALTZ JUPITER ENDOWMENT INC) 1001 E INDIANTOWN ROAD JUPITER FL 33477 274910353 SEE SUPPLEMENTAL INFORMATION FL 501(C)(3) LINE 7 MALTZ JUPITER THEATRE INC 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 MALTZ JUPITER THEATRE FOUNDATION INC C 766540 CASH PART II PRIMARY ACTIVITY THE PRIMARY ACTIVITY OF THE MALTZ JUPITER THEATRE FOUNDATION INC IS TO COLLECT AND MAINTAIN ENDOWMENT FUNDS AS WELL AS TO PROCESS UNRESTRICTED CONTRIBUTIONS ON BEHALF OF THE MALTZ JUPITER THEATRE INC.