2022-05-11T13:49:36-05:00 2021-06-30 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990 2020-07-01 810406157 ALBERTA BAIR THEATER CORPORATION ALBE 4062568915 2722 3RD AVE BILLINGS MT 59101 JAN DIETRICH EXECUTIVE DIRECTOR 4062568915 2022-04-28 1 JAN DIETRICH 999009999 KENDRA A MORAN CPA P00814196 4062455136 2022-04-28 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAN DIETRICH PO BOX 1556 BILLINGS MT 591031556 3087881 0 X ALBERTABAIRTHEATER.ORG X 1983 MT THE THEATER IS ORGANIZED TO BRING THE EXCITEMENT OF THE PERFORMING ARTS TO THE PEOPLE OF THE NORTHERN ROCKIES REGION; TO ENHANCE THE QUALITY OF LIFE IN BILLINGS AND SURROUNDING AREAS; AND TO PROVIDE A FACILITY FOR LOCAL PERFORMING ARTISTS. 14 14 23 124 0 0 1703245 1705771 161985 42366 119060 159526 -11256 -14609 1973034 1893054 0 0 0 0 348768 264830 0 0 156686 395588 321503 744356 586333 1228678 1306721 18655268 18498510 3198167 1396429 15457101 17102081 TO BRING THE EXCITEMENT OF THE PERFORMING ARTS TO THE BIG SKY COUNTRY. 0 0 214326 14520 1. PROMOTION AND PRODUCTION OF WORLD CLASS, ARTISTICALLY AND CULTURALLY DIVERSE PERFORMANCES FOR THE ENRICHMENT OF THE COMMUNITY AND SURROUNDING REGION. ABT PRESENTED 3 PERFORMANCES AFTER BEING CLOSED FOR A MAJOR $13.6MM RENOVATION IN 2019 FOLLOWED BY A YEAR OF COVID-19. THESE PERFORMANCES INCLUDED MUSIC, DANCE AND WORLD MUSIC. THESE PERFORMANCES/EVENTS SERVED 639 PATRONS AND ARTISTS. PATRONS ATTENDING EVENTS COME FROM A LARGE GEOGRAPHICAL AREA THAT IS BOUNDED BY THE CONTINENTAL DIVIDE TO THE WEST, THE CANADIAN BORDER TO THE NORTH, THE NORTH DAKOTA STATE LINE TO THE EAST AND INCLUDES A LARGE PORTION OF NORTHERN WYOMING. ABT CANCELLED 25 PERFORMANCES DUE TO THE COVID-19 PANDEMIC. 36224 2454 2. COMMUNITY OUTREACH AND ARTS EDUCATION. BECAUSE ABT WAS CLOSED FOR MOST OF THE 2021 SEASON ABT PRESENTED 0 SCHOOL MATINEE PERFORMANCES THAT WERE ATTENDED BY 0 STUDENTS FROM OVER 0 INDIVIDUAL PUBLIC, PRIVATE, TRIBAL AND HOME SCHOOLS, AND SOCIAL SERVICE AGENCIES FOR YOUTH. THE THEATER CONDUCTED 1 COMMUNITY OUTREACH AND EDUCATION EVENT INCLUDING A MUSICAL DEMONSTRATION THAT REACHED 100 YOUNG STUDENTS AND NATIVE AMERICANS. ALBERTA BAIR THEATER'S ACCESS TO THE ARTS PROGRAM COLLABORATED WITH 12 SOCIAL SERVICE AGENCIES TO PROVIDE 30 FREE TICKETS TO THEIR CLIENTS WHO STRUGGLE WITH PHYSICAL, ECONOMIC AND SOCIAL CHALLENGES. 51317 3476 3. PROVIDE VENUE AND SERVICES TO COMMUNITY ORGANIZATIONS FOR PERFORMANCES, MEETINGS AND FUNDRAISING EVENTS. THE VENUE HOSTED 1 STAKEHOLDER EVENT THIS YEAR. 301867 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JAN DIETRICH 4062568915 2722 THIRD AVE N STE 200 BILLINGS MT 59101 LAURENCE MARTIN VICE PRESIDENT 1.00 X X 0 0 0 BILL GOTTWALS BOARD MEMBER 2.00 X 0 0 0 BROOKE MURPHY IMMEDIATE PAST-PRESIDENT 2.00 X X 0 0 0 RON YATES PRESIDENT 2.00 X X 0 0 0 STEVE BALLOCK TREASURER 2.00 X X 0 0 0 BILL DAVIES BOARD MEMBER 1.00 X 0 0 0 BRITTAINY DOUCETTE BOARD MEMBER 1.00 X 0 0 0 SHANNON JENSEN BOARD MEMBER 1.00 X 0 0 0 CORBY SKINNER BOARD MEMBER 1.00 X 0 0 0 DUNCAN PEETE SECRETARY 2.00 X X 0 0 0 HEWES AGNEW BOARD MEMBER 1.00 X 0 0 0 JEREMIAH ROUANE BOARD MEMBER 1.00 X 0 0 0 BRIAN BROWN BOARD MEMBER 1.00 X 0 0 0 MELISSA YACKLEY BOARD MEMBER 1.00 X 0 0 0 JAN DIETRICH EXECUTIVE DIRECTOR 40.00 X 63925 0 1668 63925 0 1668 0 0 0 0 0 543654 1162117 72643 1705771 OTHER 711110 20431 20431 TICKET COMMISSIONS 711110 12859 12859 TICKET SALES 711110 7591 7591 CONCESSION INCOME 711110 1465 1465 ARTIST MERCHANDISE 711110 20 20 42366 53606 53606 1284638 1178366 352 106272 -352 105920 105920 1500 16109 -14609 -14609 1893054 20450 0 166833 62849 28185 6479 28185 167991 75336 17319 75336 11722 5257 1208 5257 22268 9986 2296 9986 8000 8000 33249 15340 6190 11719 17448 4815 3793 8840 50479 17219 29065 4195 9339 6070 1868 1401 66145 66145 34713 26035 3471 5207 MISCELLANEOUS 56455 2594 47301 6560 TICKETS 20430 20430 ARTISTS FEES 6800 6800 THEATRICAL SUPPLIES 6700 6700 11745 10955 790 586333 301867 127780 156686 68223 227096 40413 33845 6253379 2720129 21 493 860 37084 25414 14852666 1805993 10411638 13046673 1844038 2434719 0 9753 18655268 18498510 761021 80427 88223 257406 2294500 1013210 54423 45386 3198167 1396429 X 10856223 14981208 4600878 2120873 15457101 17102081 18655268 18498510 1306721 338259 0 X X 0 1 X 1 0 X 449994 2047970 2950894 1703245 1705771 8857874 1354111 1331947 1521015 168780 42366 4418219 1804105 3379917 4471909 1872025 1748137 13276093 41353 698614 135648 32289 111894 1019798 0 41353 698614 135648 32289 111894 1019798 12256295 52069 53301 57934 61328 53606 278238 52069 53301 57934 61328 53606 278238 1856174 3433218 4529843 1933353 1801743 13554331 0.90420 0.90790 0.02050 0.02070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1605174 209500 417997 81920 9300 2141451 1606182 31471 304582 87117 11311 1843807 1566301 16977 102781 71774 8103 1606182 1447688 61851 133389 68888 7739 1566301 1325231 38668 157730 66867 7074 1447688 0.18760 0.00780 0.80460 1 0 14322043 1432088 12889955 518823 362105 156718 11800 11800 0 13046673 INTEREST - CHARITABLE REMAINDER UNI 15 F INTEREST IN MONTANA COMMUNITY FOUND 293253 F INTEREST IN ENDOWMENT 2141451 C 2434719 ANNUITY PAYMENT LIABILITY 16692 GIFT CERTIFICATES 28694 45386 2247422 338259 16109 354368 1893054 0 1893054 602442 16109 16109 586333 0 586333 PART V, LINE 4: THE EARNINGS ON THE ENDOWMENT ARE USED TO HELP SUPPORT THE ONGOING OPERATIONS OF THE THEATER. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT 16,109. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT 16,109. BILL DAVIES BOARD MEMBER MR. DAVIES, BOARD MEMBER OF ALBERTA BAIR THEATER, IS A KEY EMPLOYEE AT US BANK WHICH HANDLES ALBERTA BAIR THEATER'S CHECKING ACCOUNTS. 0 RON YATES BOARD MEMBER 16707 MR. YATES, BOARD MEMBER, IS A KEY EMPLOYEE WITH EIDE BAILLY LLP WHICH PROVIDES IT CONSULTING SERVICES TO THE ORGANIZATION. 0 X 3 33481 FMV X EQUIPMENT 2 20000 FMV X SERVICES 2 16022 FMV X ADVERTISING 1 1740 FMV X STORAGE 1 1400 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN WILL BE REVIEWED BY THE FINANCE COMMITTEE OF THE ALBERTA BAIR THEATER BOARD OF DIRECTORS AND COPIES WILL BE MADE AVAILABLE TO EACH BOARD MEMBER BEFORE FILING IT. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED ANNUALLY TO FILL OUT A CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY POTENTIAL CONFLICTS. THE COMMITTEE ON DIRECTORS AND GOVERNANCE REVIEWS THESE STATEMENTS EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE ALBERTA BAIR THEATER BOARD OF DIRECTORS DECIDES THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. THE MEMBERS OF THE EXECUTIVE COMMITTEE SET THE COMPENSATION PACKAGE BY REVIEWING PAST HISTORICAL DATA FOR THE ORGANIZATION, BY DISCUSSING COMPENSATION OF SIMILAR ORGANIZATIONS, BY LOOKING AT THE FINANCIAL STRENGTH OF THE ORGANIZATION, AND BY REVIEWING A SUMMARIZED WRITTEN PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR. A WRITTEN PERFORMANCE EVALUATION SURVEY IS SENT TO ALL BOARD MEMBERS TO COMPLETE; THE RESULTS OF WHICH ARE TABULATED AND USED IN THE EVALUATION PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 THE ORGANIZATIONS FINANCE COMMITTEE HAS ASSUMED OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND ACCEPTANCE OF AN INDEPENDENT AUDITOR.