2025-05-05T09:10:47-05:00 2024-06-30 871353108 EISNER ADVISORY GROUP LLC 505 SOUTH FLAGLER DRIVE SUITE 900 WEST PALM BEACH FL 33401 990 2023-07-01 650985652 MALTZ JUPITER THEATRE INC MALT 5617432666 1001 E INDIANTOWN ROAD JUPITER FL 33477 ANDREW KATO PROD ARTISTIC DIR & CHIEF EXEC 5617432666 2025-05-02 1 1 CHERYL POST P00748554 5618329292 2023 2025-03-06 01:10:19Z ANDREW KATO 1001 E INDIANTOWN ROAD JUPITER FL 33477 14355236 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 31 169 383 0 0 7620976 7209454 4322186 5115565 258593 546979 132649 1125707 12334404 13997705 0 0 0 0 3913840 4421411 0 0 808144 6333768 6700152 10247608 11121563 2086796 2876142 56936371 59983141 12311373 12434237 44624998 47548904 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 7598029 5725444 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. 7598029 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 99 0 1 169 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 DIRECTOR 1.00 X X 0 0 0 ROBIN B SMITH DIRECTOR 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 VICE CHAIR 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 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 TREASURER 1.00 X X 0 0 0 MARTHA INGRAM DIRECTOR 1.00 X 0 0 0 BRETT LANGBERT SECRETARY(THROUGH JAN 2024) 1.00 X X 0 0 0 JAMES M LI SECRETARY(AFTER JAN 2024) 1.00 X 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 CHAIRMAN 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 ALLYSON PIMENTEL DIRECTOR(EFFECTIVE JAN 2024) 1.00 X 0 0 0 BETTINA WEISS DIRECTOR(EFFECTIVE JAN 2024) 1.00 X 0 0 0 ANDREW KATO CHIEF EXECUTIVE 40.00 X 343242 0 15545 KRISTEN FELDMAN DIRECTOR OF FINANCE 40.00 X 176706 0 10887 519948 0 26432 2 0 1 0 GERRITS CONSTRUCTION INC 8177 GLADES RD SUITE 206 BOCA RATON FL 33434 CONSTRUCTION MANAGEMENT 1297049 SEVEN KINGS MANAGEMENT 630 MAPLEWOOD DRIVE SUITE 100 JUPITER FL 33458 REAL ESTATE MANAGEMENT 168000 NICO'S PAINTING & PRESSURE WASHING LLC 811 SPRINGDALE CIR PALM SPRINGS FL 33461 CLEANING SERVICE 157425 CURRIE SOWARDS AGUILA ARCHITECTS 185 NE 4TH AVE DELRAY BEACH FL 33483 ARCHITECTURE 135464 4 919339 817755 919503 4552857 178308 7209454 TICKET SALES 711110 4914076 4914076 CHILDRENS THEATRE INCOME 711110 201489 201489 5115565 544387 544387 42665 38014 2059 4651 -2059 2592 2592 213955 919339 317458 -103503 -103503 EMPLOYEE RETENTION CREDIT 711110 619331 619331 CONCESSIONS AND SPONSORSHIPS 711110 609879 609879 1229210 13997705 5725444 0 1062807 X 442976 118699 324277 2987491 1625343 1091450 270698 13326 7196 5064 1066 751726 329564 370958 51204 225892 114843 93224 17825 30896 26658 1040 3198 5341 5341 1113500 937171 122188 54141 277142 277142 227079 111559 104124 11396 116223 48739 2681 64803 410809 410809 435013 386359 32436 16218 87179 84477 468 2234 9351 9351 579725 579218 338 169 1936547 1355583 387309 193655 324509 227156 64902 32451 SCENERY, COSTUMES & PRO 257659 257659 HOUSING & LOCAL TRANSPO 247458 240433 7025 MISCELLANEOUS 226823 110575 93214 23034 CREDIT CARD FEES 192542 168348 24194 222356 180498 41858 11121563 7598029 2715390 808144 4118193 9080030 7639353 1881085 1247526 1140390 32178 28817 255305 466094 50269425 6256201 41037515 44013224 1167620 1345966 56020 32839 1382661 1994696 56936371 59983141 493331 1079410 2688429 2992549 7797410 7037410 1332203 1324868 12311373 12434237 X 40733395 46135213 3891603 1413691 44624998 47548904 56936371 59983141 2876142 47764 0 X X 0 1 X 1 0 X 9412825 15245853 12893138 7620976 7209454 52382246 3649702 225 1067672 4322186 5115565 14155350 13062527 15246078 13960810 11943162 12325019 66537596 4405494 7264771 790473 643950 1546764 14651452 0 4405494 7264771 790473 643950 1546764 14651452 51886144 94383 134993 83599 195811 544387 1053173 94383 134993 83599 195811 544387 1053173 310753 7771 160299 509519 1229210 2217552 13467663 15388842 14204708 12648492 14098616 69808321 0.74330 0.70740 0.01510 0.00990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 298437 449135 747572 1121358 74609 112284 186893 280340 1167620 100000 85533 7188 1345965 892209 213017 67945 5551 1167620 152750 748153 511 9205 892209 184350 31600 152750 184350 184350 1.00000 0 0 1850000 1850000 41782398 3522461 38259937 66307 52516 13791 6570720 2681224 3889496 44013224 DEFERRED COMPENSATION 900000 OPERATING LEASE 364471 FINANCE LEASE 60397 1324868 X 14357585 47764 317457 365221 13992364 5341 5341 13997705 11433679 317457 317457 11116222 5341 5341 11121563 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, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 317,457. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 317,457. 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. BENEFIT CONCERT 156750 119600 37150 37150 GALA 703509 585409 118100 118100 2 273035 214330 58705 58705 1133294 919339 213955 213955 213955 0 X X X 0 0 0 0 0 1 0 0 0 ANDREW KATO CHIEF EXECUTIVE 276443 0 66799 0 0 0 9322 0 6223 0 358787 0 0 0 KRISTEN FELDMAN DIRECTOR OF FINANCE 132471 0 44235 0 0 0 4844 0 6043 0 187593 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 4045 178308 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 937,171. MANAGEMENT AND GENERAL EXPENSES 122,188. FUNDRAISING EXPENSES 54,141. TOTAL EXPENSES 1,113,500. FORM 990, PART XII, LINE 2C: THERE IS NO CHANGE FROM PRIOR YEAR. 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 817755 CASH